Planned Works Toolkit

Planned Works Toolkit Non-Regional Contracts Delivery Process

Qualifying Long Term Agreements Delivery Process Stage 3 – Project Mobilisation • The pre-start meeting can take place once a contract has been awarded and Job Confirmation issued. • The Surveyor will produce and distribute minutes from the pre- start meeting using the standard templates in Anchor’s Planned Works Document Pack • The Surveyor should provide Notice of Works to the Local Manager from the Planned Works Document Pack. • Appropriate customer engagement should be undertaken by the Surveyor or Resident Liaison Coordinator. Stage 4 – Construction Phase • The supplier will commence work and the Surveyor should oversee the contract in the same way as per the Asset Investment Programme Delivery process • Interim Valuations will be project dependent as agreed with the supplier at the pre-start meeting. • The Surveyor will issue the Practical completion certificate when the works are handed over. Occasionally, retention may be withheld for a period of 12 months.

Stage 5 – Post Contract Phase • The supplier will issue a final account submission which the Surveyor should review and agree. • All works will have a 12 month Defect Liability Period after practical completion. The Surveyor should carryout the defect liability inspection as close to this date as possible.

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