Public project: project brief - Revision history

Designing Buildings at 08:50, 13 November 2020

2020-11-13T08:50:26Z

← Older revision		Revision as of 08:50, 13 November 2020
Line 1:		Line 1:
−		+	[[File:Project_plan_public_project.jpg\|link=File:Project_plan_public_project.jpg]]
−	[[File:~~Project plan public project~~.jpg\|~~800x106px\|alt~~=~~Project plan public project~~.jpg]]	+

	This stage is concerned solely with preparing the [http://www.designingbuildings.co.uk/wiki/Project_brief project brief], the key document upon which the design will be based.		This stage is concerned solely with preparing the [http://www.designingbuildings.co.uk/wiki/Project_brief project brief], the key document upon which the design will be based.

−	= ~~'''~~Starting the work stage and making additional appointments if necessary.~~'''~~ =	+	= Starting the work stage and making additional appointments if necessary. =

	The client updates the business case and project execution plan to reflect comments made at the end of the previous stage. They then co-ordinate a stage start-up meeting attended by the independent client advisers to issue the revised project execution plan (and business case or part of it, if appropriate), to pass on comments made at the end of the previous stage, and to agree the programme for the stage.		The client updates the business case and project execution plan to reflect comments made at the end of the previous stage. They then co-ordinate a stage start-up meeting attended by the independent client advisers to issue the revised project execution plan (and business case or part of it, if appropriate), to pass on comments made at the end of the previous stage, and to agree the programme for the stage.
Line 10:		Line 9:
	The client, independent client advisers or the project manager may identify a requirement to appoint additional independent client advisers. Go to work stage: Public project: appointment.		The client, independent client advisers or the project manager may identify a requirement to appoint additional independent client advisers. Go to work stage: Public project: appointment.

−	= ~~'''~~Preparing the project brief.~~'''~~ =	+	= Preparing the project brief. =

−	The client consults the independent client advisers about the required contents of the project brief and considers who the independent client advisers may need to consult in the preparation of the project brief. It may be appropriate to prepare a project directory of champions, user panels, stakeholders etc. and perhaps a stakeholder map.	+	The client consults the independent client advisers about the required contents of the project brief and considers who the independent client advisers may need to consult in the preparation of the project brief. It may be appropriate to prepare a project directory of champions, user panels, stakeholders etc. and perhaps a stakeholder map.

	The client informs user panels, champions and other stakeholders who will be involved in the development of the project brief that they should make time available to meet with the independent client advisers. The independent client advisers feed back the outcome of consultations to the client.		The client informs user panels, champions and other stakeholders who will be involved in the development of the project brief that they should make time available to meet with the independent client advisers. The independent client advisers feed back the outcome of consultations to the client.
Line 30:		Line 29:
	If necessary, the client revises the business case and project execution plan.		If necessary, the client revises the business case and project execution plan.

−	----	+	-----
		+	C. Gateway review 2: delivery strategy.

−	~~'''C. Gateway review 2: delivery strategy.'''~~	+	The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 2: delivery strategy (sometimes called procurement strategy). Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. Gateway 2 '.... investigates the (outline) Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The review may be repeated in long or complex procurement situations'. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].
−		+
−	The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 2: delivery strategy (sometimes called procurement strategy). Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. Gateway 2 '.... ''investigates the (outline) Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The review may be repeated in long or complex procurement ~~situation''s~~'. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].	+

	The review team issues a confidential review report to the senior responsible owner who implements any actions necessary following the gateway review.		The review team issues a confidential review report to the senior responsible owner who implements any actions necessary following the gateway review.
Line 42:		Line 40:
	The client considers whether to proceed to tender.		The client considers whether to proceed to tender.

−	----	+	-----
−		+	⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_feasibility_studies\|previous stage]] \| next stage [[Public_project:_tender\|Tender]] or [[Public_project:_PFI_tender\|PFI Tender]]
−	⇒ [[~~Public%20project%3A%20outline%20work%20plan~~\|outline plan]] \| [[~~Public%20project%3A%20feasibility%20studies~~\|previous stage]] \| next stage [[~~Public%20project%3A%20tender~~\|Tender]] or [[~~Public%20project%3A%20PFI%20tender~~\|PFI Tender]]	+

−	[[Category:Public_project]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Public_project]]

Designing Buildings: Removed protection from "Public project: project brief"

2015-10-12T14:19:43Z

Removed protection from "Public project: project brief"

← Older revision

Revision as of 14:19, 12 October 2015

Designing Buildings at 14:11, 9 October 2015

2015-10-09T14:11:01Z

← Older revision		Revision as of 14:11, 9 October 2015
Line 1:		Line 1:

−	[[File:Project plan public project.jpg\|800x106px~~]]This stage is concerned with preparing the project brief. We use the term 'project brief' to mirror the terminology used on~~ public ~~projects and to reflect the fact that the~~ project ~~brief tends to be a single document that evolves continuously, rather than two distinct documents. See the article on briefing documents for more information~~.	+	[[File:Project plan public project.jpg\|800x106px\|alt=Project plan public project.jpg]]

−	~~The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route~~. ~~These routes involve contracting an integrated supply team to design~~, ~~construct and sometimes finance, operate and maintain~~ the ~~development. Traditional procurement routes that separate~~ design ~~and construction should not be used unless it can~~ be ~~demonstrated that they offer better value~~.	+	This stage is concerned solely with preparing the [http://www.designingbuildings.co.uk/wiki/Project_brief project brief], the key document upon which the design will be based.

−	~~Depending on how experienced~~ the client is, they may appoint external consultants such as independent client advisers or a project manager to assist them. This means that some of the tasks attributed to the client below might actually be carried out by independent client advisers or a project manager and ~~vice versa~~.	+	= '''Starting the work stage and making additional appointments if necessary.''' =

−	~~Publicly-funded projects are expected~~ to ~~commission independent peer reviews~~ at ~~key points~~. ~~This~~ project plan ~~follows the OGC~~ (~~Office~~ of ~~Government Commerce~~) ~~Gateway Review procedure. The OGC has now been absorbed into the Efficiency and Reform Group and its guidance archived, however~~, the ~~OGC Gateway Review procedure is still cited by~~ the ~~Government Construction Strategy~~ and ~~remains~~ the ~~only complete reviewing system~~.	+	The client updates the business case and project execution plan to reflect comments made at the end of the previous stage. They then co-ordinate a stage start-up meeting attended by the independent client advisers to issue the revised project execution plan (and business case or part of it, if appropriate), to pass on comments made at the end of the previous stage, and to agree the programme for the stage.

−	~~----~~	+	The client, independent client advisers or the project manager may identify a requirement to appoint additional independent client advisers. Go to work stage: Public project: appointment.

−	⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_feasibility_studies\|previous stage]] \| next stage [[Public_project:_tender\|Tender]] or [[Public_project:_PFI_tender\|PFI Tender]]	+	= '''Preparing the project brief.''' =

−	~~----~~	+	The client consults the independent client advisers about the required contents of the project brief and considers who the independent client advisers may need to consult in the preparation of the project brief. It may be appropriate to prepare a project directory of champions, user panels, stakeholders etc. and perhaps a stakeholder map.

−	~~'''A.Starting the work stage and making additional appointments if necessary.'''~~	+	The client informs user panels, champions and other stakeholders who will be involved in the development of the project brief that they should make time available to meet with the independent client advisers. The independent client advisers feed back the outcome of consultations to the client.
−	#The client ~~updates the business case~~ and ~~project execution plan to reflect comments made at~~ the ~~end~~ of the ~~previous stage.~~	+
−	~~#The client co-ordinates a stage start-up meeting attended by~~ the independent client advisers ~~to issue the revised project execution plan (and business case or part of it, if appropriate), to pass on comments made at the end of the previous stage, and to agree the programme for the stage~~.	+
−	#The ~~client,~~ independent client advisers or the ~~project manager may identify a requirement~~ to ~~appoint additional independent~~ client ~~advisers. Go to work stage: Public project: appointment~~.	+

−	~~----~~	+	The independent client advisers prepare a draft project brief.

−	~~'''B. Preparing the project brief.'''~~	+	The client begins preparing, or arranges for the independent client advisers to begin preparing, a site waste management plan (if required). At this stage, this is a means of recording decisions made to minimise the consumption of resources and to minimise the generation of waste.
−	#The client consults the independent client advisers about the required content of the project brief and considers who the independent client advisers may need to consult in the preparation of the project brief. It may be appropriate to prepare a project directory of champions, user panels, stakeholders etc. and perhaps a stakeholder map. See articles on stakeholders and the consultation process.	+
−	#The client informs user panels, champions and other stakeholders who will be involved in the development of the project brief that they should make time available to meet with the independent client advisers.	+	The independent client advisers highlight areas of potential cost savings and areas of potential cost problems apparent in the draft project brief and prepare an elemental cost plan. The client considers cost advice from the independent client advisers and instructs the independent client advisers to amend the project brief if necessary.
−	~~#The independent client advisers feed back the outcome of consultations to the client.~~	+
−	~~#The independent client advisers prepare a draft project brief.~~	+	The client issues the revised project brief to the user panels, champions and relevant stakeholders who may propose further revisions. The client considers the proposed amendments and instructs any necessary revision of the project brief.
−	#The client begins preparing, or arranges for the independent client advisers to begin preparing, a site waste management plan. At this stage, this is a means of recording decisions made to minimise the consumption of resources and to minimise the generation of waste.	+
−	#The independent client advisers highlight areas of potential cost savings and areas of potential cost problems apparent in the draft project brief and prepare an elemental cost plan.	+	The independent client advisers amend the elemental cost plan if necessary.
−	#The client considers cost advice from the independent client advisers and instructs the independent client advisers to amend the project brief if necessary.	+
−	#The client issues the revised project brief to the user panels, champions and relevant stakeholders who may propose further revisions.	+	The client considers, and if appropriate, approves the project brief and gives instructions to develop an output-based specification.
−	#The client considers the proposed amendments and instructs any necessary revision of the project brief.	+
−	#The independent client advisers amend the elemental cost plan if necessary.	+	If necessary, the client revises the business case and project execution plan.
−	#The client considers and approves the project brief and gives instructions to develop an output-based specification.	+
−	#If necessary, the client revises the business case and project execution plan.	+

	----		----

	'''C. Gateway review 2: delivery strategy.'''		'''C. Gateway review 2: delivery strategy.'''
−	#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 2: delivery strategy (sometimes called procurement strategy). Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. Gateway 2 '.... ''investigates the (outline) Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The review may be repeated in long or complex procurement situation''s'. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].	+
−	#The review team issues a confidential review report to the senior responsible owner.	+	The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 2: delivery strategy (sometimes called procurement strategy). Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. Gateway 2 '.... ''investigates the (outline) Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The review may be repeated in long or complex procurement situation''s'. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].
−	~~#The senior responsible owner~~ implements any actions necessary following the gateway review.	+
−	#The senior responsible owner confirms that funding is available and that there is still stakeholder support for the project.	+	The review team issues a confidential review report to the senior responsible owner who implements any actions necessary following the gateway review.
−	#The client considers whether to proceed to tender.	+
		+	The senior responsible owner confirms that funding is available and that there is still stakeholder support for the project.
		+
		+	The client considers whether to proceed to tender.

	----		----

−	⇒ [[~~Public_project:_outline_work_plan~~\|outline plan]] \| [[~~Public_project:_feasibility_studies~~\|previous stage]] \| next stage [[~~Public_project:_tender~~\|Tender]] or [[~~Public_project:_PFI_tender~~\|PFI Tender]]	+	⇒ [[Public%20project%3A%20outline%20work%20plan\|outline plan]] \| [[Public%20project%3A%20feasibility%20studies\|previous stage]] \| next stage [[Public%20project%3A%20tender\|Tender]] or [[Public%20project%3A%20PFI%20tender\|PFI Tender]]

	[[Category:Public_project]]		[[Category:Public_project]]

Designing Buildings at 08:56, 5 July 2013

2013-07-05T08:56:32Z

← Older revision		Revision as of 08:56, 5 July 2013
Line 1:		Line 1:
−	The project brief stage (equivalent to RIBA stage B: design brief) is concerned with preparing the project brief. We use the term 'project brief' here and throughout the rest of this site, rather than 'design brief' and then 'project brief' to mirror the terminology used by the Office of Government Commerce (OGC) for public projects and to reflect the fact that the project brief tends to be a single document that evolves continuously, rather than two distinct documents. See the article on briefing documents for more information.

−	~~The detailed tasks that need to be carried out to complete this~~ stage ~~are presented below~~. ~~They are based on~~ the ~~route taken~~ on ~~a publicly-funded~~ project~~. Work plans for other procurement routes can~~ be ~~found on~~ the ~~Designing Buildings Wiki home page~~.	+	[[File:Project plan public project.jpg\|800x106px]]This stage is concerned with preparing the project brief. We use the term 'project brief' to mirror the terminology used on public projects and to reflect the fact that the project brief tends to be a single document that evolves continuously, rather than two distinct documents. See the article on briefing documents for more information.

−	The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve ~~the client~~ contracting an integrated supply team ~~(including designers, contractors and suppliers)~~ to design, construct and sometimes to finance, operate and maintain the development. Traditional procurement routes that separate design and construction should not be used unless it can be demonstrated that they offer better value.	+	The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve contracting an integrated supply team to design, construct and sometimes finance, operate and maintain the development. Traditional procurement routes that separate design and construction should not be used unless it can be demonstrated that they offer better value.

−	~~Unlike traditional contracts, the client does not appoint design consultants.~~ Depending on how experienced the client is ~~however~~, they may appoint external consultants such as independent client advisers or a project manager to assist them. This means that some of the tasks attributed to the client below might actually be carried out by independent client advisers or a project manager and vice versa.	+	Depending on how experienced the client is, they may appoint external consultants such as independent client advisers or a project manager to assist them. This means that some of the tasks attributed to the client below might actually be carried out by independent client advisers or a project manager and vice versa.

−	Publicly-funded projects are expected to commission independent peer reviews ~~called 'gateway reviews'~~ at key points ~~during their development~~. ~~The work stage presented below~~ follows the OGC (Office of Government Commerce) Gateway Review procedure. The OGC has now been absorbed into the Efficiency and Reform Group ~~within the Cabinet Office,~~ and ~~the~~ guidance ~~supporting the OGC Gateway Review procedure has been~~ archived, however, the OGC Gateway Review procedure is still cited by the Government Construction Strategy, and remains the only complete~~, and detailed project plan relevant to all publicly-funded projects. The project brief stage includes OGC gateway review 2: delivery strategy (or procurement strategy)~~.	+	Publicly-funded projects are expected to commission independent peer reviews at key points. This project plan follows the OGC (Office of Government Commerce) Gateway Review procedure. The OGC has now been absorbed into the Efficiency and Reform Group and its guidance archived, however, the OGC Gateway Review procedure is still cited by the Government Construction Strategy and remains the only complete reviewing system.

−	~~NB This article is locked to preserve the logic and continuity of the full work~~ plan~~. If you would like to propose changes~~ or ~~additions, click on the 'submit comment' button at the bottom of the page.~~	+	----
		+
		+	⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_feasibility_studies\|previous stage]] \| next stage [[Public_project:_tender\|Tender]] or [[Public_project:_PFI_tender\|PFI Tender]]

	----		----

	'''A.Starting the work stage and making additional appointments if necessary.'''		'''A.Starting the work stage and making additional appointments if necessary.'''
−
	#The client updates the business case and project execution plan to reflect comments made at the end of the previous stage.		#The client updates the business case and project execution plan to reflect comments made at the end of the previous stage.
	#The client co-ordinates a stage start-up meeting attended by the independent client advisers to issue the revised project execution plan (and business case or part of it, if appropriate), to pass on comments made at the end of the previous stage, and to agree the programme for the stage.		#The client co-ordinates a stage start-up meeting attended by the independent client advisers to issue the revised project execution plan (and business case or part of it, if appropriate), to pass on comments made at the end of the previous stage, and to agree the programme for the stage.
Line 22:		Line 22:

	'''B. Preparing the project brief.'''		'''B. Preparing the project brief.'''
−
	#The client consults the independent client advisers about the required content of the project brief and considers who the independent client advisers may need to consult in the preparation of the project brief. It may be appropriate to prepare a project directory of champions, user panels, stakeholders etc. and perhaps a stakeholder map. See articles on stakeholders and the consultation process.		#The client consults the independent client advisers about the required content of the project brief and considers who the independent client advisers may need to consult in the preparation of the project brief. It may be appropriate to prepare a project directory of champions, user panels, stakeholders etc. and perhaps a stakeholder map. See articles on stakeholders and the consultation process.
	#The client informs user panels, champions and other stakeholders who will be involved in the development of the project brief that they should make time available to meet with the independent client advisers.		#The client informs user panels, champions and other stakeholders who will be involved in the development of the project brief that they should make time available to meet with the independent client advisers.
Line 39:		Line 38:

	'''C. Gateway review 2: delivery strategy.'''		'''C. Gateway review 2: delivery strategy.'''
−
	#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 2: delivery strategy (sometimes called procurement strategy). Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. Gateway 2 '.... ''investigates the (outline) Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The review may be repeated in long or complex procurement situation''s'. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].		#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 2: delivery strategy (sometimes called procurement strategy). Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. Gateway 2 '.... ''investigates the (outline) Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The review may be repeated in long or complex procurement situation''s'. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].
	#The review team issues a confidential review report to the senior responsible owner.		#The review team issues a confidential review report to the senior responsible owner.
Line 48:		Line 46:
	----		----

−	*Return to: public project: outline ~~work~~ plan.	+	⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_feasibility_studies\|previous stage]] \| next stage [[Public_project:_tender\|Tender]] or [[Public_project:_PFI_tender\|PFI Tender]]
−	*Next stage: ~~public project: tender~~ or ~~public project~~: PFI ~~tender~~	+
−	*Previous stage: public project: feasibility studies.	+

	[[Category:Public_project]]		[[Category:Public_project]]

Designing Buildings at 16:11, 23 April 2012

2012-04-23T16:11:49Z

← Older revision		Revision as of 16:11, 23 April 2012
Line 3:		Line 3:
	The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.		The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.

−	The ~~Office of~~ Government ~~Commerce (OGC) prefer~~ that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve the client contracting an integrated supply team (including designers, contractors and suppliers) to design, construct and sometimes to finance, operate and maintain the development. Traditional procurement routes that separate design and construction should not be used unless it can be demonstrated that they offer better value.	+	The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve the client contracting an integrated supply team (including designers, contractors and suppliers) to design, construct and sometimes to finance, operate and maintain the development. Traditional procurement routes that separate design and construction should not be used unless it can be demonstrated that they offer better value.

	Unlike traditional contracts, the client does not appoint design consultants. Depending on how experienced the client is however, they may appoint external consultants such as independent client advisers or a project manager to assist them. This means that some of the tasks attributed to the client below might actually be carried out by independent client advisers or a project manager and vice versa.		Unlike traditional contracts, the client does not appoint design consultants. Depending on how experienced the client is however, they may appoint external consultants such as independent client advisers or a project manager to assist them. This means that some of the tasks attributed to the client below might actually be carried out by independent client advisers or a project manager and vice versa.

−	Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. Gateway ~~reviews are mandatory for central civil projects~~ and ~~best practice for~~ the ~~health sector~~, ~~local government~~ and ~~defence~~ projects. The project brief stage includes OGC gateway review 2: delivery strategy (or procurement strategy).	+	Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. The work stage presented below follows the OGC (Office of Government Commerce) Gateway Review procedure. The OGC has now been absorbed into the Efficiency and Reform Group within the Cabinet Office, and the guidance supporting the OGC Gateway Review procedure has been archived, however, the OGC Gateway Review procedure is still cited by the Government Construction Strategy, and remains the only complete, and detailed project plan relevant to all publicly-funded projects. The project brief stage includes OGC gateway review 2: delivery strategy (or procurement strategy).

	NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.		NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.

Designing Buildings at 15:14, 8 February 2012

2012-02-08T15:14:54Z

Designing Buildings: Protected "Public project: project brief" ([edit=sysop] (indefinite) [move=sysop] (indefinite))

2012-02-06T08:48:04Z

Protected "Public project: project brief" ([edit=sysop] (indefinite) [move=sysop] (indefinite))

← Older revision

Revision as of 08:48, 6 February 2012

Designing Buildings at 16:08, 3 February 2012

2012-02-03T16:08:32Z

← Older revision		Revision as of 16:08, 3 February 2012
Line 31:		Line 31:


−	#The client consults the independent client advisers about the required content of the project brief and considers who the independent client advisers may need to consult in the preparation of the project brief. It may be appropriate to prepare a project directory of champions, user panels, stakeholders etc. and perhaps a stakeholder map.	+	#The client consults the independent client advisers about the required content of the project brief and considers who the independent client advisers may need to consult in the preparation of the project brief. It may be appropriate to prepare a project directory of champions, user panels, stakeholders etc. and perhaps a stakeholder map. See articles on stakeholders and the consultation process.
	#The client informs user panels, champions and other stakeholders who will be involved in the development of the project brief that they should make time available to meet with the independent client advisers.		#The client informs user panels, champions and other stakeholders who will be involved in the development of the project brief that they should make time available to meet with the independent client advisers.
	#The independent client advisers feed back the outcome of consultations to the client.		#The independent client advisers feed back the outcome of consultations to the client.

Designing Buildings at 16:01, 3 February 2012

2012-02-03T16:01:15Z

Designing Buildings at 08:20, 3 February 2012

2012-02-03T08:20:54Z

← Older revision		Revision as of 08:20, 3 February 2012
Line 67:		Line 67:

	*Return to: public project: outline work plan.		*Return to: public project: outline work plan.
−	*Next stage: public project: tender.	+	*Next stage: public project: tender or public project: PFI tender
−		+
−	or	+
−		+
−	*Next stage: public project: PFI tender	+
	*Previous stage: public project: feasibility studies.		*Previous stage: public project: feasibility studies.

	[[Category:Public_project]]		[[Category:Public_project]]

← Older revision		Revision as of 15:14, 8 February 2012
Line 10:		Line 10:

	NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.		NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.
−
−

	----		----

	'''A.Starting the work stage and making additional appointments if necessary.'''		'''A.Starting the work stage and making additional appointments if necessary.'''
−
−

	#The client updates the business case and project execution plan to reflect comments made at the end of the previous stage.		#The client updates the business case and project execution plan to reflect comments made at the end of the previous stage.
	#The client co-ordinates a stage start-up meeting attended by the independent client advisers to issue the revised project execution plan (and business case or part of it, if appropriate), to pass on comments made at the end of the previous stage, and to agree the programme for the stage.		#The client co-ordinates a stage start-up meeting attended by the independent client advisers to issue the revised project execution plan (and business case or part of it, if appropriate), to pass on comments made at the end of the previous stage, and to agree the programme for the stage.
	#The client, independent client advisers or the project manager may identify a requirement to appoint additional independent client advisers. Go to work stage: Public project: appointment.		#The client, independent client advisers or the project manager may identify a requirement to appoint additional independent client advisers. Go to work stage: Public project: appointment.
−
−

	----		----

	'''B. Preparing the project brief.'''		'''B. Preparing the project brief.'''
−
−

	#The client consults the independent client advisers about the required content of the project brief and considers who the independent client advisers may need to consult in the preparation of the project brief. It may be appropriate to prepare a project directory of champions, user panels, stakeholders etc. and perhaps a stakeholder map. See articles on stakeholders and the consultation process.		#The client consults the independent client advisers about the required content of the project brief and considers who the independent client advisers may need to consult in the preparation of the project brief. It may be appropriate to prepare a project directory of champions, user panels, stakeholders etc. and perhaps a stakeholder map. See articles on stakeholders and the consultation process.
Line 43:		Line 35:
	#The client considers and approves the project brief and gives instructions to develop an output-based specification.		#The client considers and approves the project brief and gives instructions to develop an output-based specification.
	#If necessary, the client revises the business case and project execution plan.		#If necessary, the client revises the business case and project execution plan.
−
−

	----		----

	'''C. Gateway review 2: delivery strategy.'''		'''C. Gateway review 2: delivery strategy.'''
−
−

	#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 2: delivery strategy (sometimes called procurement strategy). Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. Gateway 2 '.... ''investigates the (outline) Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The review may be repeated in long or complex procurement situation''s'. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].		#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 2: delivery strategy (sometimes called procurement strategy). Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. Gateway 2 '.... ''investigates the (outline) Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The review may be repeated in long or complex procurement situation''s'. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].
Line 57:		Line 45:
	#The senior responsible owner confirms that funding is available and that there is still stakeholder support for the project.		#The senior responsible owner confirms that funding is available and that there is still stakeholder support for the project.
	#The client considers whether to proceed to tender.		#The client considers whether to proceed to tender.
−
−

	----		----

← Older revision		Revision as of 16:01, 3 February 2012
Line 1:		Line 1:
−	The project brief stage (equivalent to RIBA stage B: design brief) is concerned with preparing the project brief. We use the term 'project brief' here and throughout the rest of this site, rather than 'design brief' and then 'project brief' ~~as used by the RIBA,~~ to mirror the terminology used by the Office of Government Commerce (OGC) for public projects and to reflect the fact that the project brief tends to be a single document that evolves continuously, rather than two distinct documents. See the article on briefing documents for more information.	+	The project brief stage (equivalent to RIBA stage B: design brief) is concerned with preparing the project brief. We use the term 'project brief' here and throughout the rest of this site, rather than 'design brief' and then 'project brief' to mirror the terminology used by the Office of Government Commerce (OGC) for public projects and to reflect the fact that the project brief tends to be a single document that evolves continuously, rather than two distinct documents. See the article on briefing documents for more information.

	The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.		The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.
Line 12:		Line 12:


−
−	~~=== Public project: project brief. ===~~

	----		----
Line 40:		Line 38:
	#The independent client advisers highlight areas of potential cost savings and areas of potential cost problems apparent in the draft project brief and prepare an elemental cost plan.		#The independent client advisers highlight areas of potential cost savings and areas of potential cost problems apparent in the draft project brief and prepare an elemental cost plan.
	#The client considers cost advice from the independent client advisers and instructs the independent client advisers to amend the project brief if necessary.		#The client considers cost advice from the independent client advisers and instructs the independent client advisers to amend the project brief if necessary.
−	#The client issues the revised project brief to the user panels, champions and ~~other~~ stakeholders who may propose further revisions.	+	#The client issues the revised project brief to the user panels, champions and relevant stakeholders who may propose further revisions.
	#The client considers the proposed amendments and instructs any necessary revision of the project brief.		#The client considers the proposed amendments and instructs any necessary revision of the project brief.
	#The independent client advisers amend the elemental cost plan if necessary.		#The independent client advisers amend the elemental cost plan if necessary.
Line 54:		Line 52:


−	#The ~~client (~~senior responsible owner (SRO)) commissions an independent peer review of the project: gateway review 2: delivery strategy (or procurement strategy). Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. Gateway 2 '.... investigates the (outline) Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The review may be repeated in long or complex procurement ~~situations~~'. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].	+	#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 2: delivery strategy (sometimes called procurement strategy). Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects. Gateway 2 '.... ''investigates the (outline) Business Case and the delivery strategy before any formal approaches are made to prospective suppliers or delivery partners. The review may be repeated in long or complex procurement situation''s'. Ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_2.asp OGC introduction to procurement gateway 2].
−		+
	#The review team issues a confidential review report to the senior responsible owner.		#The review team issues a confidential review report to the senior responsible owner.
	#The senior responsible owner implements any actions necessary following the gateway review.		#The senior responsible owner implements any actions necessary following the gateway review.
−	#The senior responsible owner confirms that funding is available and that there is still stakeholder support for the project~~, and~~ considers whether to proceed to tender.	+	#The senior responsible owner confirms that funding is available and that there is still stakeholder support for the project.
		+	#The client considers whether to proceed to tender.



	----		----
−
−

	*Return to: public project: outline work plan.		*Return to: public project: outline work plan.