Traditional contract: appointment - Revision history

Designing Buildings at 06:15, 7 October 2020

2020-10-07T06:15:54Z

← Older revision		Revision as of 06:15, 7 October 2020
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−		+	[[File:Project_plan_traditional_contract.jpg\|link=Traditional_contract:_outline_work_plan]]
−	[[File:~~Project plan traditional contract~~.jpg~~\|RTENOTITLE~~\|link=~~Traditional contract~~: ~~outline work plan~~]]~~<br/>~~	+

	This stage describes the process of making appointments, such as: independent client advisers, members of the consultant team, site inspectors and so on. This stage is likely to be repeated a number of times during the project.		This stage describes the process of making appointments, such as: independent client advisers, members of the consultant team, site inspectors and so on. This stage is likely to be repeated a number of times during the project.
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	For information about selecting the contractor, see: Traditional contract: detailed design.		For information about selecting the contractor, see: Traditional contract: detailed design.

−	= ~~'''~~Identifying the need to make appointments.~~'''~~ =	+	= Identifying the need to make appointments. =

	The client identifies the need to make an appointment. In some cases, existing consultants may identify a requirement and bring this to the attention of the client.		The client identifies the need to make an appointment. In some cases, existing consultants may identify a requirement and bring this to the attention of the client.
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	The client may decide they need advice or assistance from independent client advisers or from existing members of the consultant team to help them make the appointment.		The client may decide they need advice or assistance from independent client advisers or from existing members of the consultant team to help them make the appointment.

−	The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.	+	The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.

−	= ~~'''~~Agreeing the exact nature of appointments required.~~'''~~ =	+	= Agreeing the exact nature of appointments required. =

	The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire. If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).		The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire. If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).
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	The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.		The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.

−	= ~~'''~~Preparing a list of possible candidates.~~'''~~ =	+	= Preparing a list of possible candidates. =

	The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
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	The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include; evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on. Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals.		The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include; evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on. Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals.

−	= ~~'''~~Selecting the preferred candidate and making the appointment.~~'''~~ =	+	= Selecting the preferred candidate and making the appointment. =

	The client collates responses to queries from candidates and issues these responses to all candidates.		The client collates responses to queries from candidates and issues these responses to all candidates.
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	The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.		The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.

−	----	+	-----
−		+	⇒ [[Traditional_contract:_outline_work_plan\|Outline plan]]
−	⇒ [[~~Traditional%20contract%3A%20outline%20work%20plan~~\|Outline plan]]	+

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

Designing Buildings at 14:10, 24 June 2015

2015-06-24T14:10:55Z

← Older revision		Revision as of 14:10, 24 June 2015
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−	[[File:Project plan traditional contract.jpg\|RTENOTITLE\|link=Traditional contract: outline work plan]]At various stages of the project the client may wish to appoint independent client advisers, members of the consultant team, site inspectors and so on. As appointments can take place at any point they are presented here as a separate stage rather than continually repeating the tasks throughout the other stages.	+	[[File:Project plan traditional contract.jpg\|RTENOTITLE\|link=Traditional contract: outline work plan]]<br/>

−	~~NB The~~ process of ~~selecting and contracting contractors is described~~ as ~~tendering rather than appointment (see work stage~~: ~~Traditional contract: tender)~~ and ~~the selection~~ of ~~specialist contractors is described in~~ the ~~work stage: Traditional contract: detailed design~~.	+	This stage describes the process of making appointments, such as: independent client advisers, members of the consultant team, site inspectors and so on. This stage is likely to be repeated a number of times during the project.

−	~~----~~	+	For information about selecting the contractor, see: Traditional contract: detailed design.

−	~~⇒ [[Traditional%20contract%3A%20outline%20work%20plan\|outline plan]]~~	+	= '''Identifying the need to make appointments.''' =

−	~~----~~	+	The client identifies the need to make an appointment. In some cases, existing consultants may identify a requirement and bring this to the attention of the client.

−	~~'''A. Identifying the need to appoint advisers, consultants or designers.'''~~	+	The client may decide they need advice or assistance from independent client advisers or from existing members of the consultant team to help them make the appointment.
−	#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.	+
−	#The client may decide they need advice or assistance from independent client advisers or from existing members of the consultant team to help them make the appointment.	+
−	#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.	+

−	----	+	The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.

−	'''B. Agreeing the exact nature of appointments required.'''	+	= '''Agreeing the exact nature of appointments required.''' =
−	~~#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.~~	+
−	~~#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).~~	+
−	#The client defines the schedule of services that will be required, along with selection criteria, form of appointment and contract terms for the appointment. The schedule of services might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling, the preparation of an outline planning application and so on. For more information see the article on appointments.	+
−	~~#The client agrees the form of proposal that will be requested from candidates.~~	+
−	~~#The client puts in place procedures for responding to queries from candidates.~~	+
−	#The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.	+

−	-~~---~~	+	The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire. If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).

−	~~'''C. Preparing a list of possible candidates.'''~~	+	The client defines the schedule of services that will be required, along with selection criteria, form of appointment and contract terms for the appointment. The schedule of services might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling, the preparation of an outline planning application and so on.
−	#The client ~~prepares a long list~~ of ~~possible candidates~~, ~~either from recommendations~~, ~~existing relationships or expressions~~ of ~~interest received in response to adverts~~.	+
−	#The ~~candidates may be required to complete a pre-qualification questionnaire~~, or ~~there~~ may be ~~some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals~~. ~~Such assessments may~~ include~~; evaluating experience and capability~~, ~~checking professional indemnity insurance~~, ~~assessing CDM competence, checking references~~ and so on.	+
−	~~#Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals~~.	+

−	~~----~~	+	The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.

−	'''D. Selecting the preferred candidate and making the appointment.'''	+	= '''Preparing a list of possible candidates.''' =
−	#The client collates responses to queries from candidates and issues these responses to all candidates.	+
−	#The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).	+	The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
−	#The client assesses the consultant's proposals. They may seek advice from existing consultants or independent client advisers to help them do this.	+
−	#The client invites the candidates to interview.	+	The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include; evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on. Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals.
−	~~#The client~~ identifies the preferred candidate(s).	+
−	~~#The client~~ opens negotiations with the preferred candidate(s).	+	= '''Selecting the preferred candidate and making the appointment.''' =
−	#The client appoints the selected candidate and if appropriate arranges a consultant team start-up meeting.	+
−	#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.	+	The client collates responses to queries from candidates and issues these responses to all candidates.
		+
		+	The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).
		+
		+	The client assesses the consultant's proposals. They may seek advice from existing consultants or independent client advisers to help them do this.
		+
		+	The client invites the candidates to interview, identifies the preferred candidate(s) and opens negotiations with the preferred candidate(s).
		+
		+	The client appoints the selected candidate and if appropriate arranges a consultant team start-up meeting.
		+
		+	The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.

	----		----

Designing Buildings: Removed protection from "Traditional contract: appointment"

2015-06-24T14:04:15Z

Removed protection from "Traditional contract: appointment"

← Older revision

Revision as of 14:04, 24 June 2015

Designing Buildings at 14:11, 19 May 2014

2014-05-19T14:11:26Z

← Older revision		Revision as of 14:11, 19 May 2014
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	#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.		#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.
	#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).		#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).
−	#The client defines the schedule of services that will be required, along with selection criteria, form of ~~agreement~~ and contract terms for the appointment. The schedule of services might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling, the preparation of an outline planning application and so on. For more information see the article on appointments.	+	#The client defines the schedule of services that will be required, along with selection criteria, form of appointment and contract terms for the appointment. The schedule of services might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling, the preparation of an outline planning application and so on. For more information see the article on appointments.
	#The client agrees the form of proposal that will be requested from candidates.		#The client agrees the form of proposal that will be requested from candidates.
	#The client puts in place procedures for responding to queries from candidates.		#The client puts in place procedures for responding to queries from candidates.

Designing Buildings at 14:03, 19 May 2014

2014-05-19T14:03:01Z

← Older revision		Revision as of 14:03, 19 May 2014
Line 1:		Line 1:

−	[[File:Project plan traditional contract.jpg\|RTENOTITLE\|link=~~Traditional_contract~~:~~_outline_work_plan~~]]At various stages of the project the client may wish to appoint independent client advisers, members of the consultant team, site inspectors and so on. As appointments can take place at any point they are presented here as a separate stage rather than continually repeating the tasks throughout the other stages.	+	[[File:Project plan traditional contract.jpg\|RTENOTITLE\|link=Traditional contract: outline work plan]]At various stages of the project the client may wish to appoint independent client advisers, members of the consultant team, site inspectors and so on. As appointments can take place at any point they are presented here as a separate stage rather than continually repeating the tasks throughout the other stages.

	NB The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage: Traditional contract: tender) and the selection of specialist contractors is described in the work stage: Traditional contract: detailed design.		NB The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage: Traditional contract: tender) and the selection of specialist contractors is described in the work stage: Traditional contract: detailed design.
Line 12:		Line 12:
	'''A. Identifying the need to appoint advisers, consultants or designers.'''		'''A. Identifying the need to appoint advisers, consultants or designers.'''
	#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.		#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.
−	#The client may decide they need advice or assistance from independent client advisers or ~~member~~ of the consultant team to help them make the appointment.	+	#The client may decide they need advice or assistance from independent client advisers or from existing members of the consultant team to help them make the appointment.
	#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.		#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.

Designing Buildings at 14:17, 27 February 2014

2014-02-27T14:17:36Z

← Older revision		Revision as of 14:17, 27 February 2014
Line 1:		Line 1:

−	[[File:Project plan traditional contract.jpg]]At various stages of the project the client may wish to appoint independent client advisers, members of the consultant team, site inspectors and so on. As appointments can take place at any point they are presented here as a separate stage rather than continually repeating the tasks throughout the other stages.	+	[[File:Project plan traditional contract.jpg\|RTENOTITLE\|link=Traditional_contract:_outline_work_plan]]At various stages of the project the client may wish to appoint independent client advisers, members of the consultant team, site inspectors and so on. As appointments can take place at any point they are presented here as a separate stage rather than continually repeating the tasks throughout the other stages.

	NB The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage: Traditional contract: tender) and the selection of specialist contractors is described in the work stage: Traditional contract: detailed design.		NB The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage: Traditional contract: tender) and the selection of specialist contractors is described in the work stage: Traditional contract: detailed design.
Line 6:		Line 6:
	----		----

−	⇒ [[~~Traditional_contract:_outline_work_plan~~\|outline plan]]	+	⇒ [[Traditional%20contract%3A%20outline%20work%20plan\|outline plan]]

	----		----
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	----		----

−	⇒ [[~~Traditional_contract:_outline_work_plan~~\|Outline plan]]	+	⇒ [[Traditional%20contract%3A%20outline%20work%20plan\|Outline plan]]

	[[Category:Traditional_contract]]		[[Category:Traditional_contract]]

Designing Buildings at 05:36, 29 June 2013

2013-06-29T05:36:01Z

← Older revision		Revision as of 05:36, 29 June 2013
Line 1:		Line 1:
−	At various stages of the project the client may wish to appoint independent client advisers, members of the consultant team, site inspectors and so on. As appointments can take place at any point they are presented here as a separate stage rather than continually repeating the tasks throughout the other stages.	+
		+	[[File:Project plan traditional contract.jpg]]At various stages of the project the client may wish to appoint independent client advisers, members of the consultant team, site inspectors and so on. As appointments can take place at any point they are presented here as a separate stage rather than continually repeating the tasks throughout the other stages.

	NB The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage: Traditional contract: tender) and the selection of specialist contractors is described in the work stage: Traditional contract: detailed design.		NB The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage: Traditional contract: tender) and the selection of specialist contractors is described in the work stage: Traditional contract: detailed design.

−	~~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 fully~~-~~designed, traditional building contract. Work plans for other procurement routes can be found on the Designing Buildings Wiki home 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.~~	+	⇒ [[Traditional_contract:_outline_work_plan\|outline plan]]

	----		----

	'''A. Identifying the need to appoint advisers, consultants or designers.'''		'''A. Identifying the need to appoint advisers, consultants or designers.'''
−
	#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.		#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.
	#The client may decide they need advice or assistance from independent client advisers or member of the consultant team to help them make the appointment.		#The client may decide they need advice or assistance from independent client advisers or member of the consultant team to help them make the appointment.
Line 18:		Line 18:

	'''B. Agreeing the exact nature of appointments required.'''		'''B. Agreeing the exact nature of appointments required.'''
−
	#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.		#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.
	#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).		#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).
Line 29:		Line 28:

	'''C. Preparing a list of possible candidates.'''		'''C. Preparing a list of possible candidates.'''
−
	#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
	#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include; evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.		#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include; evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.
Line 37:		Line 35:

	'''D. Selecting the preferred candidate and making the appointment.'''		'''D. Selecting the preferred candidate and making the appointment.'''
−
	#The client collates responses to queries from candidates and issues these responses to all candidates.		#The client collates responses to queries from candidates and issues these responses to all candidates.
	#The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).		#The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).
Line 49:		Line 46:
	----		----

−	*Return to: ~~traditional contract: outline work~~ plan	+	⇒ [[Traditional_contract:_outline_work_plan\|Outline plan]]

	[[Category:Traditional_contract]]		[[Category:Traditional_contract]]

Designing Buildings at 16:25, 8 February 2012

2012-02-08T16:25:48Z

Designing Buildings at 12:10, 4 February 2012

2012-02-04T12:10:27Z

← Older revision		Revision as of 12:10, 4 February 2012
Line 1:		Line 1:
−	At various stages of the project the client may wish to appoint: independent client advisers, members of the consultant team, site inspectors and so on. As appointments can take place at any point they are presented here as a separate stage rather than continually repeating the tasks throughout the other stages.	+	At various stages of the project the client may wish to appoint independent client advisers, members of the consultant team, site inspectors and so on. As appointments can take place at any point they are presented here as a separate stage rather than continually repeating the tasks throughout the other stages.

−	NB The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage: Traditional contract: tender) and the selection of specialist contractors is described in the work stage: Traditional contract: detailed design.	+	NB The process of selecting and contracting contractors is described as tendering rather than appointment (see work stage: Traditional contract: tender) and the selection of specialist contractors is described in the work stage: Traditional contract: detailed design.

−	~~Additional information about how~~ to ~~find consultants, forms of agreement and so~~ on can be found in the ~~article appointments~~.	+	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 fully-designed, traditional building contract. 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 fully-designed, traditional building contract~~. ~~Work plans for other procurement routes can be found~~ on the ~~Designing Buildings Wiki home~~ 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.

−	NB This article is locked in order 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' link at the bottom of the page.

−	~~<br>~~
−
−	~~=== Traditional contract: appointment. ===~~

	----		----

−	'''A. Identifying the need to appoint advisers, consultants or designers.'''	+	'''A. Identifying the need to appoint advisers, consultants or designers.'''

−	~~'''<br>'''~~

−	#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.	+
−	#The client may decide ~~that~~ they ~~require~~ advice or assistance from independent client advisers or member of the consultant team to help them make the appointment.	+	#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.
		+	#The client may decide they need advice or assistance from independent client advisers or member of the consultant team to help them make the appointment.
	#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.		#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.

−	~~<br>~~	+

	----		----

−	'''B. Agreeing the exact nature of appointments required.'''	+	'''B. Agreeing the exact nature of appointments required.'''

−	~~<br>~~

−	~~#The client agrees the wording of any adverts that are required and if appropriate prepares a pre-qualification questionnaire.~~
−	~~#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).~~
−	#The client defines the schedule of services that will be required, selection criteria, form of agreement and contract terms for the appointment. NB The schedule of services that will be required might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post occupancy evaluation services, the use of building information modelling, the preparation of an outline planning application and so on. For more information see the article on appointments.<br>
−	~~#The client agrees the form of proposal that will be requested from candidates.~~
−	~~#The client puts in place procedures for responding to queries from candidates.~~
−	~~#The client prepares a formal request for proposals.~~

−	NB If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.	+	#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.
		+	#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).
		+	#The client defines the schedule of services that will be required, along with selection criteria, form of agreement and contract terms for the appointment. The schedule of services might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post-occupancy evaluation services, the use of building information modelling, the preparation of an outline planning application and so on. For more information see the article on appointments.
		+	#The client agrees the form of proposal that will be requested from candidates.
		+	#The client puts in place procedures for responding to queries from candidates.
		+	#The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.
		+

−	~~<br>~~

	----		----

−	'''C. Preparing a list of possible candidates.'''	+	'''C. Preparing a list of possible candidates.'''

−	~~'''<br>'''~~

−	~~#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.~~
−	#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.
−	~~#Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals.<br>~~

−	~~<br>~~	+	#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
		+	#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include; evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.
		+	#Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals.
		+
		+

	----		----

−	'''D. Selecting the preferred candidate and making the appointment.'''	+	'''D. Selecting the preferred candidate and making the appointment.'''
		+
		+

−	~~<br>~~	+	#The client collates responses to queries from candidates and issues these responses to all candidates.
		+	#The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).
		+	#The client assesses the consultant's proposals. They may seek advice from existing consultants or independent client advisers to help them do this.
		+	#The client invites the candidates to interview.
		+	#The client identifies the preferred candidate(s).
		+	#The client opens negotiations with the preferred candidate(s).
		+	#The client appoints the selected candidate and if appropriate arranges a consultant team start-up meeting.
		+	#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.

−	~~#The client collates responses to queries from candidates and issues these responses to all candidates.~~
−	#The client receives and opens the consultant's proposals and makes a record of the fee proposals of each candidate. In some circumstances, fee proposals may be submitted in a sealed envelope and opened separately from the rest of the consultant's proposals so that the assessment procedure is not initially prejudiced by the fee (which it may be possible to negotiate down).
−	~~#The client assesses the consultant's proposals (the client may seek advice from existing consultants or independent client advisers to help them do this).~~
−	~~#The client invites the candidates to interview.~~
−	~~#The client identifies the preferred candidate(s).~~
−	~~#The client opens negotiations with the preferred candidate(s).~~
−	~~#The client appoints the selected candidate and if appropriate arranges a consultant team start-up meeting.~~
−	#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.

−	~~<br>~~

	----		----

−	~~<br>~~Return to: traditional contract: outline work plan~~<br>~~	+	*Return to: traditional contract: outline work plan

	[[Category:Traditional_contract]]		[[Category:Traditional_contract]]

Designing Buildings at 15:30, 12 December 2011

2011-12-12T15:30:11Z

← Older revision		Revision as of 16:25, 8 February 2012
Line 6:		Line 6:

	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. Identifying the need to appoint advisers, consultants or designers.'''		'''A. Identifying the need to appoint advisers, consultants or designers.'''
−
−

	#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.		#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.
	#The client may decide they need advice or assistance from independent client advisers or member of the consultant team to help them make the appointment.		#The client may decide they need advice or assistance from independent client advisers or member of the consultant team to help them make the appointment.
	#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.		#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.
−
−

	----		----

	'''B. Agreeing the exact nature of appointments required.'''		'''B. Agreeing the exact nature of appointments required.'''
−
−

	#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.		#The client agrees the wording of any adverts that are required (such as OJEU adverts) and if appropriate prepares a pre-qualification questionnaire.
Line 33:		Line 25:
	#The client puts in place procedures for responding to queries from candidates.		#The client puts in place procedures for responding to queries from candidates.
	#The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.		#The client prepares a formal request for proposals. If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.
−
−

	----		----

	'''C. Preparing a list of possible candidates.'''		'''C. Preparing a list of possible candidates.'''
−
−

	#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
	#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include; evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.		#The candidates may be required to complete a pre-qualification questionnaire, or there may be some other assessment procedures (such as interviews) that results in the preparation of a short list invited to submit proposals. Such assessments may include; evaluating experience and capability, checking professional indemnity insurance, assessing CDM competence, checking references and so on.
	#Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals.		#Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals.
−
−

	----		----

	'''D. Selecting the preferred candidate and making the appointment.'''		'''D. Selecting the preferred candidate and making the appointment.'''
−
−

	#The client collates responses to queries from candidates and issues these responses to all candidates.		#The client collates responses to queries from candidates and issues these responses to all candidates.
Line 62:		Line 46:
	#The client appoints the selected candidate and if appropriate arranges a consultant team start-up meeting.		#The client appoints the selected candidate and if appropriate arranges a consultant team start-up meeting.
	#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.		#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals, often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.
−
−

	----		----

← Older revision		Revision as of 15:30, 12 December 2011
Line 7:		Line 7:
	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 fully-designed, traditional building contract. 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 fully-designed, traditional building contract. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.

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

−	<br>	+	<br>

	=== Traditional contract: appointment. ===		=== Traditional contract: appointment. ===
Line 17:		Line 17:
	'''A. Identifying the need to appoint advisers, consultants or designers.'''		'''A. Identifying the need to appoint advisers, consultants or designers.'''

−	'''<br>'''	+	'''<br>'''

	#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.		#The client identifies the need to make an appointment (this may be members of the consultant team, independent client advisers, site inspectors and so on). In some cases, existing consultants may identify a requirement and bring this to the attention of the client.
Line 23:		Line 23:
	#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.		#The client determines the selection procedure that will be adopted. This might be a process of recommendation, research and interview, open competition (with or without design), selective competition (with or without design), or an existing relationship such as a framework agreement. The client may have to follow a pre-determined procedure if there are in-house rules governing appointments, if they are a local authority or other public body, or if the project will be publicly funded. Such procedures may include assessing whether OJEU procurement rules are likely to apply, which can cause significant delays unless implemented early in the project, as the procedures that must be followed are quite lengthy.

−	<br>	+	<br>

	----		----
Line 29:		Line 29:
	'''B. Agreeing the exact nature of appointments required.'''		'''B. Agreeing the exact nature of appointments required.'''

−	<br>	+	<br>

	#The client agrees the wording of any adverts that are required and if appropriate prepares a pre-qualification questionnaire.		#The client agrees the wording of any adverts that are required and if appropriate prepares a pre-qualification questionnaire.
	#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).		#If it has not already been done, the client prepares documentation describing the nature of the development (such as a strategic brief).
−	#The client defines the schedule of services that will be required, selection criteria, form of agreement and contract terms for the appointment.	+	#The client defines the schedule of services that will be required, selection criteria, form of agreement and contract terms for the appointment. NB The schedule of services that will be required might include services that are not included on standard forms of appointment, or may be considered 'additional services'. Additional services could include: post occupancy evaluation services, the use of building information modelling, the preparation of an outline planning application and so on. For more information see the article on appointments.<br>
	#The client agrees the form of proposal that will be requested from candidates.		#The client agrees the form of proposal that will be requested from candidates.
	#The client puts in place procedures for responding to queries from candidates.		#The client puts in place procedures for responding to queries from candidates.
Line 40:		Line 40:
	NB If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.		NB If design proposals are requested, it is best practice to offer payment to candidates. This ensures that candidates give their full attention to preparing their proposals (which is in the best interests of the client) and ensures that the candidates feel they will be treated fairly by the client.

−	<br>	+	<br>

	----		----
Line 46:		Line 46:
	'''C. Preparing a list of possible candidates.'''		'''C. Preparing a list of possible candidates.'''

−	'''<br>'''	+	'''<br>'''

	#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.		#The client prepares a long list of possible candidates, either from recommendations, existing relationships or expressions of interest received in response to adverts.
Line 52:		Line 52:
	#Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals.<br>		#Short-listed candidates are invited to submit consultant's proposals in response to the client's request for proposals.<br>

−	<br>	+	<br>

	----		----
Line 58:		Line 58:
	'''D. Selecting the preferred candidate and making the appointment.'''		'''D. Selecting the preferred candidate and making the appointment.'''

−	<br>	+	<br>

	#The client collates responses to queries from candidates and issues these responses to all candidates.		#The client collates responses to queries from candidates and issues these responses to all candidates.
Line 69:		Line 69:
	#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.		#The client informs other candidates that they have been unsuccessful. It is best practice to give clearly thought-out, specific feedback to unsuccessful candidates as they have taken the time to prepare proposals often for no fee. Candidates greatly appreciate this feedback and will be more likely to express interest in future projects.

−	<br>	+	<br>

	----		----

−	<br>Return to: traditional contract: outline work plan<br>	+	<br>Return to: traditional contract: outline work plan<br>

	[[Category:Traditional_contract]]		[[Category:Traditional_contract]]