Planned Works Toolkit Non-Regional Contracts Delivery Process
Stage 2 – Pre-Construction Phase Customer Consultation and Contract Award
• The pre-start meeting can take place and the Surveyor/RLC will produce and distribute minutes from the pre-start meeting using the standard templates. • The Surveyor/RLC should provide Notice of Works to the Local Manager from the Planned Works Document Pack. • Appropriate customer engagement should be undertaken by the Surveyor / RLC. • The Area Manager and Local Manager must be consulted throughout the process. Stage 4 – Construction Phase • The supplier will commence work and the Surveyor will oversee the contract with support from the RLC, as appropriate, in accordance with the Asset Investment Delivery Process. • Interim Valuations will be project dependent as agreed with the supplier at the pre-start meeting under the terms of the contracts. • The Surveyor will issue the Practical Completion Certificate when the works are handed over, but does not need to release a 90% payment for the work at this stage. Stage 5 – Post Contract Phase • The supplier will issue a final account submission which the Surveyor should review and agree. • A 5% retention is typically held on works with new suppliers.
• The Surveyor/RLC will prepare and issue the S20 Statement of Estimates and Accompanying Notice to inform customers of the outcome of the tendering activity and forward to the Customer Services Team for issuing. • The Surveyor/RLC will summarise and respond to the observations received following the first stage of the consultation process within the Statement of Estimates. •If Anchor decides to proceed with a supplier other than the lowest cost, the Surveyor would need to prepare a Notification of Reasons and share with the Customer Service Team for issuing. • If the successful Supplier and the works are outside an existing agreed contract, the Surveyor will need to request a contract is issued by Anchor’s Procurement team for the supplier to sign. • If necessary the Surveyor will need to follow the Supplier Setup process • Once the S20 consultation is complete the Surveyor will inform Property Support who will raise a Job Confirmation (not Task Order) for the works in Northgate. Link
Stage 3 – Project Mobilisation
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