Development Monitoring and Management Services Framework: Project and Cost Management Scope of Services (accessible version)
Published 24 August 2022
Applies to England
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Provide a broad range of project, cost management and investment advice in relation to site investment, disposal of land for development, construction, housing, regeneration, new build and refurbishment projects to include:-
Project Management
1: Define project objectives and outcomes with the client and stakeholders.
2: Work with the client to establish the governance, management and decision-making structure for projects.
3: Assemble and coordinate the project team, arrange meetings and reporting structure.
4: Manage other consultants directly appointed by the client, as appropriate.
5: Prepare life-cycle cost studies.
6: Advise on availability of funding and investment.
7: Advise on project insurances, warranties and bonds.
8: Prepare tender and contract documentation in conjunction with the Client and members of the design team.
9: Manage, advise on, contribute to, participate in the tender process.
10: Provide a contract administration and contract management role at all stages of a project.
11: Set up and manage change control processes on a project.
12: Set up and manage project risk management processes to ensure risks are actively managed and mitigated
13: Review any development, strategies or programmes to ensure that the client’s objectives and financial targets are achieved.
14: Prepare, monitor and manage a project programme.
15: Advise on programmes for development, refurbishment and construction projects prepared by others.
16: Assist the client in preparing evidence and reports necessary for achieving approvals for projects, to include approvals from MHCLG, Treasury etc.,
17: Assist in the preparation of draft Development Briefs in respect of individual sites / joint venture opportunities.
Cost Management
1: Project cost estimates, cost plans and cost advice, cost management reports and information.
2: Preparation of costed options for development projects and programmes.
3: Review and verify cost information prepared by others.
4: Research, gather, collate and report financial and other data to enable budgetary control of projects, programmes and individual contracts.
5: Research, gather, collate and report financial and other data drawn from market sources on a national, regional and local basis.
6: Prepare and assess all financial aspects of development appraisals, including effects of capital and revenue expenditure, project cost calculations and cash-flow projections.
7: Detailed financial cash flow review to including sensitivity analysis to consider variables for example market and economic factors.
8: Review and report on development appraisals prepared by others.