Pre-con to Ops Health Check Review

• Client / Site

• Project Job no.

• Is a workshop number required?

• Is an Electrical division number required?

• Site address
  Address

• Accountable Director

• Operations Manager

• Estimator

• Project Manager

• Quantity Surveyor

• H&S

• Site Manager

• Start on site date

  Date

• Handover date

  Date

• Project duration (weeks)

Milestone 1 - Invitation to tender

• Invitation to tender received - Estimator

  Yes

  No

  N/A

• Project Appraisal - Director

  Yes

  No

  N/A

• Bid / No bid - Director

  Yes

  No

  N/A

• Credit Check - Director

  Yes

  No

  N/A

• ISV to determine scope - Estimator

  Yes

  No

  N/A

• Condition photo log of all areas - Estimator

  Yes

  No

  N/A

• Populate BoQ/Schedule - Estimator

  Yes

  No

  N/A

• Complete PQQ (if required) - Estimator

  Yes

  No

  N/A

• Complete RFI sheet - Estimator

  Yes

  No

  N/A

• Complete contractors proposal - Estimator

  Yes

  No

  N/A

• Save all tender notes and photos to server - Estimator

  Yes

  No

  N/A

Milestone 2 - Tender Submission

• Issue tender to client - Estimator

  Yes

  No

  N/A

• CVR profit plan compilation - Estimator

  Yes

  No

  N/A

• Tender adjudication - Estimator

  Yes

  No

  N/A

• Response of tender status? - Quantity Surveyor

Milestone 3 - Cost Approval

• Receipt of construction drawing set - Estimator

  Yes

  No

  N/A

• Check construction drawings compared to tender drawings - Estimator

  Yes

  No

  N/A

• Split into work packages and send out to subcontractors - Estimator

  Yes

  No

  N/A

• Value engineering to drawings - Estimator

  Yes

  No

  N/A

• Receipt of RFI's from subcontractors and send client - Estimator

  Yes

  No

  N/A

• Complete cash flow document - Estimator

  Yes

  No

  N/A

• Receive requested additional information from client - Estimator

  Yes

  No

  N/A

• Supply requested information to subcontractors - Estimator

  Yes

  No

  N/A

• Firm up all provisional sums with subcontractors - Estimator

  Yes

  No

  N/A

• Make changes to BoQ where required (incl. prov sums) - Estimator

  Yes

  No

  N/A

• Compile draft programme of works incl. Phasing plan (if req) - Project Manager

  Yes

  No

  N/A

• Complete Labour model - Project Manager

  Yes

  No

  N/A

• Re-submit to client for approval incl. Programme - Estimator

  Yes

  No

  N/A

• Receipt of contract documents and supply to director to sign - Estimator

  Yes

  No

  N/A

• Sign and return contract documents post legal review - Director

  Yes

  No

  N/A

• Verbal / Email confirmation of project secured?

  Yes

  No

  N/A

Milestone 4 - Statutory Consents (Client direct or PO required separately)

• Receipt of PCI - H&S

  Yes

  No

  N/A

• Internal Pre-con to Ops handover (if D&B) - Operations Manager

  Yes

  No

  N/A

• Iron out further queries from costs - Estimator

  Yes

  No

  N/A

• Request planning permission - Project Manager

  Yes

  No

  N/A

• Request landlord consent - Project Manager

  Yes

  No

  N/A

• Request Listed Building Consent - Project Manager

  Yes

  No

  N/A

• Request Scaffold Design - Project Manager

  Yes

  No

  N/A

• Request hoarding design - Project Manager

  Yes

  No

  N/A

• Specialist contractor design engagement (if required) - Quantity Surveyor

  Yes

  No

  N/A

• Engage with service providers - i.e. electric, gas, water, BT etc.. - Project Manager

  Yes

  No

  N/A

• Structural Engineer engagement - Quantity Surveyor

  Yes

  No

  N/A

• Request Environment Agency Permit - Quantity Surveyor

  Yes

  No

  N/A

• Highways works engagement - Project Manager

  Yes

  No

  N/A

• Fire risk assessor engagement - Project Manager

  Yes

  No

  N/A

• Request Building Control Engagement - Project Manager

  Yes

  No

  N/A

• Request Advertising consent - Project Manager

  Yes

  No

  N/A

• Specialist contractor intrusive/validation surveys - Quantity Surveyor

  Yes

  No

  N/A

• R&D survey to undertake - H&S

  Yes

  No

  N/A

• Temporary Works Register to compile - Project Manager

  Yes

  No

  N/A

• Receipt of scaffold design/confirmation of TG20:13 scaffold - Project Manager

  Yes

  No

  N/A

• Client CAPEX approval confirmation - Quantity Surveyor

  Yes

  No

  N/A

Milestone 5 - Product Approval

• Receipt of Purchase Order - Quantity Surveyor

  Yes

  No

  N/A

• Job number request sent - Quantity Surveyor

  Yes

  No

  N/A

• Internal Pre-con to Ops handover undertaken (if traditional) - Operations Manager

  Yes

  No

  N/A

• CVR review and amendment - Quantity Surveyor

  Yes

  No

  N/A

• Liaise with tender stage suppliers/subcontractors to validate/firm up quotes - Quantity Surveyor

  Yes

  No

  N/A

• Appoint a Site Manager - Operations Manager

  Yes

  No

  N/A

• Client to supply contact list of direct contractors - Project Manager

  Yes

  No

  N/A

• Compile Procurement Schedule - Quantity Surveyor

  Yes

  No

  N/A

• Place all subcontractor orders - Quantity Surveyor

  Yes

  No

  N/A

• Outstanding orders?

• Structural engineer to approve scaffold design - Quantity Surveyor

  Yes

  No

  N/A

• Structural engineer to approve/supply hoarding design - Quantity Surveyor

  Yes

  No

  N/A

• M&E consultant to approve specialist designs - Project Manager

  Yes

  No

  N/A

• Request pavement/scaffold license - H&S

  Yes

  No

  N/A

• Long lead time materials ordered with buyers - Project Manager

  Yes

  No

  N/A

• When will they receive schedules?

  Date

• Are any long lead time items going to cause project delays?

  Yes

  No

  N/A

• Which items and what is lead time?

• Are long lead time materials ordered? - Project Manager

  Yes

  No

  N/A

• What is left to order?

• Any items caused issues so far?

• Are you awaiting any RFI's on specifications to be answered?

  Yes

  No

  N/A

• What do you need to know?

• Have all dimensions/quantities been supplied?

  Yes

  No

  N/A

• What is outstanding?

• Have all manufactured items been ordered?

  Yes

  No

  N/A

• Why?

• When will they be ordered?

  Date

• Is this in house or outsourced workshop?

  In house

  Outsourced

• Have workshop hours and dates been agreed?

  Yes

  No

• What are agreed hours?

• Is workshop happy with required delivery dates?

• Do workshop know how many deliveries have been allowed for in tender?

• Do they have all information to manufacture items?

  Yes

  No

• What information is required?

• When will these be agreed?

  Date

• Have all critical dims been supplied?

  Yes

  No

  N/A

• What is outstanding?

• R&D report received and reviewed? - H&S

  Yes

  No

  N/A

• When will this be reviewed?

  Date

• Any Asbestos to note?

• Is any of the asbestos notifiable?

  Yes

  No

  N/A

• Supply Project Manager and H&S with compiled subcontractor contact list - Quantity Surveyor

  Yes

  No

  N/A

• Confirm whether any samples are required, compile sample schedule and send to buyers - Project Manager

  Yes

  No

  N/A

• Complete Construction issue Programme of Works and Phasing Plan (if req) - Project Manager

  Yes

  No

  N/A

• Ensure all pavement licenses etc.. are received and inform PM - H&S

  Yes

  No

  N/A

• Send Site file request and site setup email to all internal departments - Project Manager

  Yes

  No

  N/A

• Request delivery map from buyers - Project Manager

  Yes

  No

  N/A

• Distribute programme of work to all direct contactors with delivery map and RAMS request - Project Manager

  Yes

  No

  N/A

• Send email to all domestic subcontractors with programme, delivery map and RAMS request - Project Manager

  Yes

  No

  N/A

Milestone 6 - Pre-construction approval and mobilisation

• CPP to complete - H&S

  Yes

  No

  N/A

• RAMS from all appointed subcontractors chased - H&S

  Yes

  No

  N/A

• Fire Risk assessment - H&S

  Yes

  No

  N/A

• Confirmation of site permit requirements - H&S

  Yes

  No

  N/A

• Fire Action Plan - H&S

  Yes

  No

  N/A

• Traffic management plan - H&S

  Yes

  No

  N/A

• Site Set-up Plan - H&S

  Yes

  No

  N/A

• Any site constraints to note?

• Ops to site handover - Project Manager

  Yes

  No

  N/A

• Project Pack collation - Project Manager

  Yes

  No

  N/A

• Plant and delivery model - Project Manager

  Yes

  No

  N/A

• Welfare and Site Setup checklist - Project Manager

  Yes

  No

  N/A

• Receipt of Temporary Works Design (if required) - Project Manager

  Yes

  No

  N/A

• Project Managers collated labour model review - Operations Manager

  Yes

  No

  N/A

• Supply all required H&S documentation to client for comment - H&S

  Yes

  No

  N/A

• Any comments returned from client?

• Appointment of Temporary Works Supervisor - Operations Manager

  Yes

  No

  N/A

• Site materials and manufacture orders validated - Project Manager

  Yes

  No

  N/A

• Master Programme updated - Operations Manager

  Yes

  No

  N/A

• Site Starter pack order - Project Manager

  Yes

  No

  N/A

• F10 to submit (if required) - H&S

  Yes

  No

  N/A

• Collate Site H&S File - H&S

  Yes

  No

  N/A

• Collate admin site file, incl. drawings, programme, time sheets, scope of works, labour model etc.. - Admin

  Yes

  No

  N/A

RACI

• Team Sheet Requests undertaken by

• Weekly reports undertaken by

• Master Programme update by

• Construction programme updates by

• Pre-Start meeting to organise (if not already carried out)

• Chase up confirmation on supplied samples and order accordingly - Project Manager

  Yes

  No

  N/A

• Handover file request by

• Ops to site handover to be carried out by

• RFI schedule to be completed by

• Precon to Ops Health Check review updated by

• To have discussion with Site Manager on weekend working and labour model