Project deliverables

Tick when
complete
Initial formal instruction to proceed
Client provided with estimated fee cost for all stages
Formal instruction from client to proceed with stage 0 and agreement to pay for fees
Client to obtain authorisation to proceed with scheme from asset manager
Obtain capital code from accountant if part funded by Cornwall Council
Email asset manager to confirm instruction and ask them to assist in instigating landlord's
approval
Site visit to determine client requirements
Measured survey and photos
Produce feasibility designs
Produce budget estimates
Produce feasibility report
Complete preliminary project programme (if required)
Arrange proposals meeting with client (if required)
Issue F10 to Health and Safety Executive (now required at feasibility stage)
Complete stage 0 report and risk log and submit to client for approval to proceed
Formal instruction received from client to proceed to stage 1 (including agreement on fees) - this
is stage 0 report signed by project sponsor
Determine contract type e.g. JCT, NEC, PPC 2000 etc
Feasibility options proposals meeting to be held with client to determine preferred design and
any alterations required
Revise budget estimate and inform client
Preliminary discussions with the planners (feedback on design, alterations required and whether
application may be considered under delegated powers or committee)
Preliminary discussions with building control
Preliminary discussions with the conservation officer (if listed building or conservation area)
Will a habitat assessment/ecology/bat/tree survey be required (yes, if planning permission is
required)?
Establish planning committee dates and determine deadline (if required)
Arrange for appointment of electrical engineer, mechanical engineer and structural engineer
Preliminary discussions with structural engineer
Carry out further site investigations
Develop scheme design (for planning) and location/site plans
Arrange bat/tree surveys etc
Develop planning statement
Submit planning application for approval
Develop detailed design drawing (plans, details and cross sections)
Arrange agreement of details meeting with client
Draft detailed specification of works and preliminaries
Obtain electrical specification and drawings (including lift/hoist advice from Cornwall Council)
Obtain mechanical specification and drawings
Obtain structural specification and drawings
Develop construction health and safety information to be incorporated into specification (if
applicable) in accordance with CDM Regulations 2007
Develop building control drawing with construction notes
Submit building control application for approval
Advise client on completion of stage two of landlord's approval (if required)
Complete stage 1 report and risk log and submit to client for approval to proceed
Select list of contractors to be invited to tender (if Cornwall Council funded scheme complete
appendix A)
Finalise and collate specifications ready for tender and bind
Stage 2 -
pre contract
tender and
contract
Stage 0 -
job initiation
and feasibility
Stage 1 -
pre contract
scheme design
Complete appendix B and send to Cornwall Council three days prior to tender with extra copy
plus a copy for file (if Cornwall Council funded scheme)
Invite tenders with a specific return date
Receive tenders on due date - do not open late tenders
Produce tender report for client
Complete appendix C and issue to Cornwall Council with a copy of the priced specification (if
Cornwall Council funded scheme)
Formal instruction from client to proceed with project
Raise order to contractor
Arrange pre contract meeting
Chair pre contract meeting
Create cost control sheet
Issue building control commencement notification
Ensure contractor informs building control of stages for inspecting
Send revised form F10 to Health and Safety Executive when sub contractors are known (if
applicable)
Complete stage 2 report and risk log
Start on site
Arrange contract progress meetings as required
Complete valuation certificates for interim payments and update cost control sheet
Arrange handover meeting with client and contractor
Inspect for defects
Ensure building control is notified of completion
Ensure contractor completes fire log bookafter they have carried out services/inspections on fire
alarm, fire/smoke detection and emergency lighting systems, electrical installations, gas and oil
heating installations etc
Chase building control completion certificate
Obtain copy of electrical completion certificate
Obtain copy of gas safety commissioning certificate
Carry out defects inspection
Issue practical completion certificate with list of defects to contractor
Complete AMS 2 form and issue to system administrator
Develop health and safety file/operations manual (if acting as CDM co-ordinator)
Complete stage 3 report and risk log
Carry out inspection at end of defects liability period
Issue certificate of making good defects
Complete final account (to include retention), final valuation and update cost control sheet
Send evaluation form to client
Send evaluation form to contractor
Complete stage 4 report and risk log
Stage 4 -
post handover
defects liability
and project
closure
Stage 2 -
pre contract
tender and
contract
Stage 3 -
post contract
construction,
commissioning
and handover