Schedule of deliverables
Stage 0 – feasibility and project initiation
Project name:
Date:
Commission no:
Deliverable
Responsibility
Issued to
Input:
Project start up approval
Asset manager
PM
Project manager
Project manager
Project manager
PB
PB
PB
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
Project management deliverables:
End stage report
Next stage plan
Project board approval pro-forma
Project execution plan:
Strategic brief
Project approach
Organisation structure
Communication plan
Project plan
Feasibility estimate (£/m2)
Project cost summary
Risk log
Surveys and investigations report
Initial planning comments
Option appraisal
Decant plan
Design team deliverables:
Existing site layout
Proposed site layout
Preliminary room data sheets
Agreed schedule of accommodation
Sketch layout
Review of access philosophy
Outline description of work
manager
manager
manager
manager
manager
manager
manager
manager
manager
manager
manager
manager
Building
Building
Building
Building
Building
Building
Building
designer
designer
designer
designer
designer
designer
designer
Completed
Yes/No
PB
PB
PB
PB
PB
PB
PB
A marked up version of this form should be attached with stage end sign off documents
Stage 1 – concept design
Project
name:
Date:
Commission no:
Deliverable
Input:
Project board approval (signed)
Project management deliverables:
End stage report
Next stage plan
Project board approval pro-forma
Project execution plan:
Project brief
Project approach
Organisation structure
Communication plan
Project plan
Cost plan
Project cost summary
Risk log
Furniture and equipment schedule (school’s
supply officer)
Decant plan
Issue log
Lessons learned log
Surveys and investigations report
Health and safety report
Design team deliverables:
Preliminary room data sheets (including critical
adjacencies)
General arrangement plans
Schedule of areas
Access philosophy
Design risk assessment
Design development report:
Statement on sections and elevations
Preliminary schedule of refurbishment
Indicative architectural scope of works
Indicative services scope of works
Indicative civil and structural scope of
works
Responsibility
Issued to
Project board
PM
Project manager
Project manager
Project manager
PB
PB
PB
Project manager
Project manager
Project manager
Project manager
Project manager
Quantity surveyor
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
CDM Co-ordinator
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
Building designer
Building designer
Building designer
Building designer
Building designer
Building designer
Building designer
Building designer
Building designer
Building designer
Services
Structural
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
Completed
Yes/No
A marked up version of this form should be attached with stage end sign off documents
Stage 2a – scheme design
Project
name:
Date:
Commission no:
Deliverable
Input:
Project board approval (signed)
Project management deliverables:
End stage report
Next stage plan
Project board approval pro-forma
Project execution plan:
Project brief
Project approach
Organisation structure
Communication plan
Project plan
Cost plan
Project cost summary
Risk log
Value engineering report
Furniture and equipment schedule (school’s
supply officer)
Decant plan
Issue log
Lessons learned log
Surveys and investigations report
Health and safety report
Contract administration procedures – appendix
A (signed)
Design team deliverables:
Final room data sheets
Site plan
1:100 GA plans
Key sections
1:100 elevations
Full planning application
General arrangement external works
Design development report:
Building regulations status
Architectural scope of works
Services scope of works
Strategic services layouts
Civil and structural scope of works
Schedule of refurbishment
Buildability review
Maintenance philosophy
Controls philosophy
Design risk assessments
Responsibility
Issued to
Project board
PM
Project manager
Project manager
Project manager
PB
PB
PB
Project manager
Project manager
Project manager
Project manager
Project manager
Quantity surveyor
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
CDM Co-ordinator
Project manager
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
Building designer
Building designer
Building designer
Building designer
Building designer
Building designer
Building designer
Building designer
Building designer
Building designer
Services
Services
Structural
Building designer
Building designer
Building designer
Services
All designers
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
Completed
Yes/No
A marked up version of this form should be attached with stage end sign off documents
Stage 2b – detailed design
Project
name:
Date:
Commission no:
Deliverable
Input:
Project board approval (signed)
Project management deliverables:
End stage report
Next stage plan
Project board approval pro-forma
Project execution plan:
Project brief
Project approach
Organisation structure
Communication plan
Project plan
Cost plan
Project cost summary
Risk log
Value engineering report
Furniture and equipment schedule (school’s
supply officer)
Decant plan
Issue log
Lessons learned log
Surveys and investigations report
Health and safety report
Additional F10 notification
Contract administration procedures –
appendix A (signed)
Tender documents:
Pre tender health and safety plan
Bill of quantities
Design deliverables (as below)
Responsibility
Issued to
Project board
PM
Project manager
Project manager
Project manager
PB
PB
PB
Project manager
Project manager
Project manager
Project manager
Project manager
Quantity surveyor
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
CDM Co-ordinator
CDM Co-ordinator
Project manager
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
HSE
PB
Project manager
CDM Co-ordinator
Quantity surveyor
All designers
C
C
C
C
Completed
Yes/No
Project
name:
Date:
Commission no:
Deliverable
Design team deliverables:
Finalised site plan (phasing, hoarding lines,
access)
Finalised general arrangement plans (1:50)
Finalised sections (1:100 and 1:50)
Finalised elevations (1:100)
Co-ordinated setting out plans
Co-ordinated/dimensioned floor plans
Co-ordinated/dimensioned reflected ceiling
plans
Room elevations (to be agreed at start)
Fixtures and fittings schedules
Construction details (to be agreed at start of
stage)
Architectural NBS specifications (materials
and works)
Final fire strategy, means of escape and fire
plans
Building regulation submission
Compliance certificates (planning, fire, build
and control)
Design calculations
Final structural plans, sections and elevations
Reinforcement schedules
Drainage schedules
Builders work schedules
Civil/structural specifications
Co-ordinated services drawings (routes,
sizes, locations)
Services specifications
Design co-ordination statement
Finalised drainage design
Typical drainage construction details
Confirmed plant schedules
Confirmed services connection details
Plant room layouts (1:50 and 1:20)
High and low level service routes and sizes
Technical note on control philosophy (BMS)
Design risk assessments
Responsibility
Issued to
Building designer
PB
Building designer
Building designer
Building designer
Building designer
Structural
Building designer
PB
PB
PB
PB
PB
PB
Building designer
Building designer
Building
designer/structural
Building designer
Building designer
Building designer
PB
PB
PM
Building designer
Building designer
Structural/services
Structural
Structural
Building designer
Building designer
Structural
Services
Services
Design team leader
Building designer
Building designer
Services
Services
Services
Services
Services
All designers
Completed
Yes/No
PM
PB
PM
PM
PM
PM
PM
PM
PM
PM
PM
PM
PB
PM
PM
PM
PM
PM
PM
PM
PS
A marked up version of this form should be attached with stage end sign off documents
Stage 3 – tender and contract
Project
name:
Date:
Commission no:
Deliverable
Input:
Project board approval (signed)
Project management deliverables:
End stage report
Next stage plan
Project board approval pro-forma
Project execution plan:
Project brief
Project approach
Organisation structure
Communication plan
Project plan
Cost plan
Project cost summary
Risk log
Furniture and equipment schedule (school’s
supply officer)
Decant plan
Issue log
Lessons learned log
Surveys and investigations report
Health and safety report
Additional F10 notification
Contract administration procedures –
appendix C (signed)
Tender report
Contact documents (signed)
Design team deliverables:
Responses to tender queries
Technical evaluation of tenders
Contractor deliverables:
Construction stage health and safety plan
Responsibility
Issued to
Project board
PM
Project manager
Project manager
Project manager
PB
PB
PB
Project manager
Project manager
Project manager
Project manager
Project manager
Quantity surveyor
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
CDM Co-ordinator
CDM Co-ordinator
Project manager
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
HSE
PB
Quantity surveyor
Quantity surveyor
C
PB
Building designer
Building designer
C
PM
Contractor
PS
Completed
Yes/No
A marked up version of this form should be attached with stage end sign off documents
Stage 4 – construction, commissioning and handover
Project
name:
Date:
Commission no:
Deliverable
Input:
Project board approval (signed)
Project management deliverables:
End stage report
Next stage plan
Project board approval pro-forma
Project plan
Cost plan
Project cost summary
Furniture and equipment schedule (school’s
supply officer)
Decant plan
Risk log
Issue log
Lessons learned log
Surveys and investigations report
Health and safety report
Additional F10 notification
Construction issue drawings
Design team deliverables:
Quality inspections
Contractual certificates and notifications
Supplier information checks
Response to requests for information
As built drawings
Contractor deliverables:
Health and safety file
Operation and maintenance manuals
Revised contract programmes
Off specification requests
Site management strategy
Testing and statutory consents certificates
Responsibility
Issued to
Project board
PM
Project manager
Project manager
Project manager
Project manager
Quantity surveyor
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
Project manager
CDM Co-ordinator
CDM Co-ordinator
Project manager
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
PB
All designers/CoW’s
Design team leader
All designers
Design team leader
All designers
PM
C/PM
PM
PM
PM
Contractor
Contractor
Contractor
Contractor
Contractor
Contractor
PM
PM
PM
PM
PM
PM
Completed
Yes/No
A marked up version of this form should be attached with stage end sign off documents
Stage 5 – closing a project
Project
name:
Date:
Commission no.
Deliverable
Input:
Project board approval (signed)
Project management deliverables:
Operation and maintenance acceptance
Project closure notification
Post project review plan
Lessons learned report
End project report
Final valuation
Signed statement of final account
Design team deliverables:
Certificate of making good defects
Responsibility
Issued to
Project board
PM
Project manager
Project manager
Project manager
Project manager
Project manager
Quantity surveyor
Quantity surveyor
PB
PB
PB
PB
PB
PM
PM
Design team leader
PM
Completed
Yes/No
A marked up version of this form should be attached with stage end sign off documents