Escolar Documentos
Profissional Documentos
Cultura Documentos
2014
AMENDMENT RECORD
This document has been issued and amended as follows: Date
Issued to
Project handbook
1
4
5
6
Environ &
Sustainability
Chaplaincy
Students Union
Residences
Accommodation
& Sales
Design Team
CDM
coordinator
Quantity
Surveyors
e
1
Stakeholders
Project
Managers
CD / File
Project Board
Project Team
Facilities &
Maintenance
Amendment Log
Isu. Rev. Reason for Issue / revision
1
4
5
6
Date
Changes Made
Project Handbook
PEP details
8/5/12
21/04/14
Contents
Introduction
Stage 1 Initiation (Pre RIBA Work Stages)
Stage 2 Outline Scheme (RIBA Work Stage 1)
Stage 3 Concept Proposals (RIBA Work Stage 2)
Stage 4 Developed Design (RIBA Work Stage 3)
Stage 5 Technical Design to Production Information (RIBA Work Stage 4)
Stage 6 Tender Action (RIBA Work Stage 5)
Stage 7 Construction (RIBA Work Stages 6+7)
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7
9
11
13
15
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Introduction
This document is to be used on all projects under the control of the Capital
Development Team and is intended to provide a Process Map for the
procurement of projects.
These are a series of standard processes and documents
which must be utilised and this handbook collates all that
information into a single source for ease of reference and a
common checklist to ensure key processes and documentation
are completed and in place at the relevant stages on a
consistent basis.
The Process Map sets out the key stages of a project life span
and links standard actions required and standard
documentation, as noted, for the various stages. The map runs
from the initiation of a project, through the RIBA Work Stages
1 to 7 and Post Project Evaluations.
Martyn Fisher
Assistant Director,
Capital Development
May 2014
Financial Commitment
Line
Initial Brief/Aims/
Ambitions/Costs/
Programme/Risks
Consultant
Appointment
Strategy
FC/ESC
Approvals
Business Case
Project Team
Set Up
Project
Execution Plan
Drafted
Green = Approvals
Blue = Meetings
Yellow = Documents/Strategy
Red = Audits/PB/FGPC
Orange = Site works
Purple = Design
Application for
Funding
Financial Approval
GATEWAY ONE
Project Team
Meeting
Project
Director Audit
No 1
Documents
i) Business Case. Produced by User Department or
Estates
Supporting documentation confirming acceptance of project
business case and FC/ESC approval to proceed (relevant
minute) together with approved funding /funding stream.
Document Set
i) Standard Agenda
ii) Terms of Reference (Standard Terms or revisions with Chairs
approval)
iii) PB Membership
v) Approved Budget
vi) Outline Programme
vii) Scope of Capital Development
viii) Risk Register
CD Briefing
Guide
Need for Feasibility Study
Extract the
Outline Brief
Project Board
Meeting No. 1
Consultant
Appointment
Strategy
Project Team
Meeting
Consultant
Team
Selection and
Appointment
Financial Regs/
Procurement
Outline
Scheme
Design
RIBA Stage 1
Report
Reviews
Cost Plan
Check
Quotes
Tenders OJEU
Project
Execution Plan
Update
Green = Approvals
Blue = Meetings
Yellow = Documents/Strategy
Red = Audits/PB/FGPC
Orange = Site works
Purple = Design
Project
Director Audit
No 2
Project Team
Meeting
GATEWAY TWO
i)
ii)
iii)
iv)
v)
vi)
Documents
i) User Group
vii)
Maintenance
LSE Fire Consultants
Office Management
Teaching and Learning Services
Security
DDA Advisor
Health and Safety Advisors
Energy Manager / Sustainability Team
Head of Space Management
IMT including Telecomms
Purchasing
ii) Feasibility
User Reviews
Design and
Build
Procurement
Project Board Meeting
No. 2
Project
Director Audit
No 3
VfM/VE
Workshops Cost
Plan Check
Risk
Workshop
Stage 2
Report
Outline Design
Stage 2 Concept
Design
Procurement
Workshop
Sustainability
Planning
Strategy
Green = Approvals
Blue = Meetings
Yellow = Documents/Strategy
Red = Audits/PB/FGPC
Orange = Site works
Purple = Design
10
PEP
Update
Project Team
Meeting
GATEWAY THREE
Document Set
i)
ii)
Risk Workshop
iii)
Procurement Workshop
iv)
Sustainability Workshop
Brief
v)
VFM/VE Workshops
vi)
Design Reviews
vii)
PEP Update
Cost Plan
Value for Money and Value Engineering (VfM/VE)
Programme
Risk Register
Procurement Review
Sustainability
Planning Strategy
Documents
i) Concept Brief
The document will set out the detailed scope of the
requirements to meet the users/client needs. The brief will be
based on information from the users/client in terms of functional
requirements, initial spatial arrangements and overall design
quality.
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Maintenance
LSE Fire Consultants
Office Management
Teaching and Learning Services
Security
DDA Advisor
Health and Safety Advisors
Energy Manager / Sustainability Team
Head of Space Management
IMT including Telecomms
Purchasing
Internal Stakeholder Meeting Standard Agenda
Co-ordinated Brief
Concept Brief
ii)
Design vs Function
iii)
Design Proposals
iv)
Programme
v)
Cost Plan
vi)
vii)
viii)
Planning Strategy
ix)
Planning Application
Documents (if applicable)
Revise
Submission
Planning
Application
Documents
Room Data
Sheets/Detailed
Brief Notes
Refusal
Planning
Application
Submission
Approval
Project Board No
3
Project Director
Audit No 5
User Group
Input
VfM/VE Reviews
Risk Reviews
Co-ordinated Brief
Brief Vs
Function
Review
VfM/VE/Cost
Plan Checks
Green = Approvals
Blue = Meetings
Yellow = Documents/Strategy
Red = Audits/PB/FGPC
Orange = Site works
Purple = Design
12
Project Team
Meeting
Procurement
Route
PEP Update
GATEWAY FOUR
13
i) Consolidated Brief
ii) Room Data sheets
i)
ii)
iii)
iv)
v)
vi)
vii)
viii)
ix)
x)
xi)
xii)
Standard Agenda
xiii)
Developed Brief
Design vs Function
Scheme Design Proposals
Room Data Sheets
Detailed Programme
Detailed Cost Plan
VfM/VE
Detailed Risk Register
Project Execution Plan update.
Planning
Procurement
Strategies for:
- Cleaning
- Maintenance
- Security
- Access (DDA)
- IMT
- Sustainability including energy, carbon
savings and waste management
H&S statement
Project Director
Audit No 5
Design Freeze
Cost plan
Checks
Design
Change
Control
VfM/VE
Technical Design
RIBA Work Stage 4
RIBA Stage
4 Design
Report
Design
Change
Control
Project Team
Meeting
PEP
Update
Project Board
Meeting No. 4
Cost plan
Checks
Tender/ITT
Documentation
Procurement
Vehicle
Yellow = Documents/Strategy
Red = Audits/PB/FGPC
Orange = Site works
Purple = Design
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Quotations/
Tender
Lists
Purchasing
Notification
Financial
Regulations
Blue = Meetings
Project Team
Meeting
GATEWAY FIVE
Design
Team
Review
Contractor
Procurement
Green = Approvals
Pre-Tender
Cost Report
Contractor
Shortlists
Design
Team
Review
OJEU
Reqs
OJEU
Action
OJEU
Selection
Documents
i) Technical Design RIBA Work Stage 4
The Design Team will need to collaborate closely and
agreements made on responsibilities for producing what
information architect, other consultants, contractors or other
specialist firms etc.
All changes to the design and specifications need to be
carefully monitored and controlled, a Design Change Control
Form is required to track and agree changes.
ii) LSE Internal Stakeholder Meeting No.4
A review to be held with internal bodies to discuss the overall
scope of the scheme, the following attendees are given as
examples:
Maintenance
LSE Fire Consultant
Office Management
Teaching and Learning
Services
Security
DDA Advisor
Standard Agenda
Prepared by: Martyn Fisher
15
Document Set
References
Tender
Verification
and Cost
Tender
Documentation
Pre-Tender
Review
Project
Team
Meeting
Tender Issue
Mid-tender
Interviews if
required
Post Tender
interviews
Tender Return
Tender Report
Procurement Office
Action
Project Board
Number 5
PEP
Update
Green = Approvals
Blue = Meetings
Yellow = Documents/Strategy
Red = Audits/PB/FGPC
Orange = Site works
Purple = Design
16
Contractor
Selection
Appoint
Contractor
Project
Director Audit
No 6
GATEWAY SIX
17
Stage 7 Construction
(RIBA Work Stage 6+7)
Pre-start
Review
Pre-contract
Meetings
Pre-handover
Inspections
Project
Director Audit
No.7
Pre-start site
inspections
Enabling Works
Post Project
Evaluations/
Audit
Meeting
Schedules
Contract
Commencement
Risk
Reviews
Practical
Completion
Change
Control
Cost
Reports
Progress
Reports/
Programme
etc
Asbestos surveys/
geotech
Project
Team
PEP Update
Green = Approvals
Blue = Meetings
Yellow = Documents/Strategy
Red = Audits/PB/FGPC
Orange = Site works
Purple = Design
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Completion
END
Documents
i) Project Planning
A Pre-Start Review is to be undertaken with key LSE Staff
including the Internal Stakeholder Meeting attendees,
occupants of buildings where the works is taking place.
A Pre-Contract Meeting will be held with the contractor and his
site team together with key LSE Staff who will have an interface
with the proposed works.
A Pre-Start Site Inspection is required to verify site conditions
etc prior to handover to the contractor.
Notification is to be given to LSE Finance regarding insurance
and cash flow prior to works commencing.
All site investigations are now to be completed including any
Asbestos survey works and any final geotechnical
investigations or demolitions or enabling works.
Pre-Start Checklist
Pre-Contract Meeting Agenda
User/Building Occupant Notification
Final Fire Alarm Protocol Sign Off
Maintenance/Cleaning Dept. Notification
Insurance Notification
PEP Update
F10 has been completed and submitted
Party Wall Notices completed if required
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