Get documents about "blank achieving excellence report
Document Sample
ACHIEVING EXCELLENCE FOR NORTHERN IRELAND
INFORMATION FOR REPORT TO THE
PROCUREMENT BOARD AND PERMANENT SECRETARIES
DATE: dd/mm/yy
RETURN FROM
AE CHAMPION: A N Other (Name)
ON BEHALF OF: ________ ________________ (Dept/ Business Area)
Date: dd/mm/yy
1
Report Sections Page No
1. ACHIEVING EXCELLENCE CHAMPION’S ROLE 3
2. ACHIEVING EXCELLENCE 2ND GCCG ACTION PLAN 4
3. ACHIEVING EXCELLENCE 2ND GCCG ACTION PLAN – SUSTAINABILITY ACTION PLAN 9
4. NIAO REPORT - PSG ACTION PLAN 12
5. CONSTRUCTIONLINE 17
6. BUILDSAFE-NI 18
7. SUSTAINABLE CONSTRUCTION GROUP GUIDANCE 20
Guidance Notes:
1. AE Champions are not required to report on sections shaded in grey.
2. Responses should be in sufficient detail to allow the Procurement Board and Permanent Secretaries to assess progress. You
may find it helpful to expand the table sections accordingly.
2
1. Achieving Excellence Champion’s Role
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
1.1 AE Champion to provide ‘stewardship
statements’ in relation to compliance Letter to PSG
PSG Nov 2005
with all aspects of construction 10 Nov 2005
procurement policy.
1.2 AE Champion to represent the
Department or Agency on the Letter to PSG
Government Construction Clients 10 Nov 2005 PSG Nov 2005
Group.
1.3 Senior Responsible Owners to ensure
construction procurement policy and Letter to PSG
PSG Nov 2005
AENI is implemented at the project 10 Nov 2005
level.
3
2. Achieving Excellence 2nd GCCG Action Plan
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
2.1 GCCG Representation
Departments are to review their GCCG
representation with their Permanent PB An AE Champion has been nominated
Secretary. PB(2005)26 GCCG Oct 2005 for all significant spending areas Complete
CoPEs identified in ISNI.
All significant spending areas identified in
ISNI are to have a nominated GCCG
representative.
Maintenance of 1st GCCG
2.2
Action Plan requirements
PB CPD to report to Procurement Board
GCCG to report twice yearly to the PB(2005)26 GCCG May 2002 following receipt of these progress Complete
Procurement Board on the maintenance CoPEs reports from each AE Champion.
of ‘Achieving Excellence for Northern
Ireland - Implementation Programme’.
2.3 Senior Responsible Owners for
PB
construction projects to attend an
PB(2005)26 GCCG Oct 2005
‘Achieving Excellence in Construction’
CoPEs
Masterclass.
2.4 Construction projects to have trained PB
Project Sponsors. PB(2005)26 GCCG May 2002
CoPEs
2.5 Projects to be delivered by the PB
application of best practice project PB(2005)26 GCCG May 2002
management. CoPEs
4
2. Achieving Excellence 2nd GCCG Action Plan
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
2.6 Standard KPIs (as defined in GGCG
PB
paper P10, Nov 2002) to be calculated PB(2005)26 GCCG May 2002
for all projects over £250k and results GCCG(02)P10
CoPEs
reported biannually to CPD.
2.7 Project performance to be assessed by PB
using post-project implementation PB(2005)26 GCCG May 2002
reviews. CoPEs
2.8 Supplier satisfaction to be maintained at PB
90%. PB(2005)26 GCCG May 2002
CoPEs
2.9 Departments to apply standard practices,
for example:
- procurement decisions based on
value for money, not lowest cost;
- risk and value mgt used on all
projects in a structured manner; PB
- output/performance specification PB(2005)26 GCCG May 2002
used on all projects; CoPEs
- whole-life costing used to make VFM
decisions;
- robust change control mechanisms in
place; and
- standardised contract documents.
5
2. Achieving Excellence 2nd GCCG Action Plan
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
2.10 Departments to use recommended
technology, for example:- PB
PB(2005)26 GCCG May 2002
- e-procurement systems; and CoPEs
- construction collaboration software.
2.11 Departments to use lean project and PB
financial approval chains. PB(2005)26 GCCG May 2002
CoPEs
2.12 Departments to adopt partnering and
team working as appropriate, for PB
example:- PB(2005)26 GCCG May 2002
CoPEs
- use of integrated supply teams; and
- use of incentives to improve VFM.
2.13 Departments to adopt procurement PB
strategies based on best value in whole PB(2005)26 GCCG May 2002
life costs and integrated supply chains. CoPEs
2.14 Sustainability Action Plan
Achievement of targets set in the PB
‘Achieving Sustainability in Construction PB(2005)26 GCCG May 2002 Detail in Section 3 of this report Detail in Section 3 of this report
Procurement – Sustainability Action Plan’ CoPEs
(SAP) as extended to March 2008.
6
2. Achieving Excellence 2nd GCCG Action Plan
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
2.15 Policy Framework for
Construction Procurement
The Procurement Board and PSG have
committed their continuing support for the
PB CPD to report to Procurement Board
‘Policy Framework for Construction
PB(2005)26 GCCG May 2004 following receipt of these progress Complete
Procurement’. GCCG members will
CoPEs reports from each AE Champion.
strongly promote the policy framework
within their areas of responsibility and
report progress twice yearly to the
Procurement Board on the application of
the policy.
2.16 Procurement & Contract Strategies
Departments to work with CPD/SIB to
develop procurement and contract PB
strategies for the delivery of ISNI and PB(2005)26 GCCG Apr 2005
make this information available to the CoPEs
construction market place. Departments
should also work with SIB and CPD to
improve client capability.
7
2. Achieving Excellence 2nd GCCG Action Plan
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
Departments will implement the
recommendations of ‘Achieving
Excellence in Construction –
Procurement Guide 06 – Procurement
and Contract Strategies’. In particular, all
Government Construction Clients will PB
develop procurement and contract PB(2005)26 GCCG Apr 2005
strategies aligned to the preferred CoPEs
integrated procurement routes (PFI,
Prime Contracting or Design & Build).
Traditional procurement routes will only
be used if they demonstrably add value
in comparison to the three recommended
routes.
2.17 Additional activities
Departments to assess their construction
management capability by assessment
against the Maturity Grid included in NAO PB
report, “Improving Public Services PB(2005)26 GCCG Oct 2005
through Better Construction” and agree CoPEs
Action Plans to improve the required
level of competence as a Construction
Client organisation.
Departments to seek third party PB
surveillance of progress against the PB(2005)26 GCCG Oct 2005
Action Plan, e.g., by Internal Audit. CoPEs
8
3. Achieving Excellence 2nd GCCG Action Plan – Sustainability Action Plan
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
Achievement of targets set in the
‘Achieving Sustainability in Construction
Procurement – Sustainability Action Plan’
(SAP) as extended to March 2008.
3.1 Re-use existing built assets
100% of projects to use ‘whole life cost’
assessment as part of the technical PB
appraisal for decision to build new or PB(2005)26 GCCG Nov 2003
refurbish/re-use existing assets. SAP CoPEs
100% of projects to have criteria for PB
PB(2005)26
evaluation of sustainability included in GCCG Nov 2003
SAP
procurement procedures. CoPEs
3.2 Design for minimum waste PB
All projects to have plans to meet targets PB(2005)26
GCCG Nov 2003
in line with the Waste Management SAP
CoPEs
Strategy for Northern Ireland.
100% of projects measure performance
PB
and report as part of post project reviews PB(2005)26
GCCG Nov 2003
against construction industry benchmarks SAP
CoPEs
where established.
Minimise energy in construction and
3.3
in use
PB
All new projects to set targets for ‘in use’ PB(2005)26
GCCG Nov 2003
energy consumption which meet at least SAP
CoPEs
current best practice for construction
type.
9
3. Achieving Excellence 2nd GCCG Action Plan – Sustainability Action Plan
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
100% of projects to measure and report
PB
as part of post project reviews, PB(2005)26
GCCG Nov 2003
performance against established energy SAP
CoPEs
consumption benchmarks.
3.4 Do not pollute
PB
PB(2005)26
100% of projects include in the GCCG Nov 2003
SAP
specifications performance criteria for CoPEs
contractors in relation to pollution.
3.5 Preserve and enhance bio-diversity
Government bodies to take due account PB
PB(2005)26
of the ‘Biodiversity in Northern Ireland – GCCG Nov 2003
SAP
Recommendations to Government for a CoPEs
Biodiversity Strategy’.
In planning new construction take all
PB
reasonable measures to protect habitat PB(2005)26
GCCG Nov 2003
and species. Report actions taken in post SAP
CoPEs
project reviews.
3.6 Conserve water resources
PB
Set targets for water consumption that PB(2005)26
GCCG Nov 2003
meet at least current best practice for SAP
CoPEs
construction type.
100% of projects to measure and report
PB
as part of post project reviews, PB(2005)26
GCCG Nov 2003
performance against water consumption SAP
CoPEs
benchmarks.
10
3. Achieving Excellence 2nd GCCG Action Plan – Sustainability Action Plan
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
3.7 Respect for People
100% of projects to have procedures for
procurement which include criteria for the PB
PB(2005)26
evaluation of competence, resources and GCCG Nov 2003
SAP
commitment of designers and contractors CoPEs
in relation to health and safety, training
and engagement with local communities.
PB
100% of projects to monitor user PB(2005)26
GCCG Nov 2003
satisfaction following occupation. SAP
CoPEs
3.8 Set targets
Review and up-date targets in PB
PB(2005)26
Sustainability Action Plan at six-month GCCG Nov 2003
SAP
intervals and report biannually as part of CoPEs
AENI updates.
All new projects to carry out
environmental assessment using
PB
BREEAM or equivalent. All new build PB(2005)26
GCCG Nov 2003
projects to achieve an ‘excellent‘ rating. SAP
CoPEs
(Refurbishment Projects to achieve at
least ‘very good’).
Use existing and new Performance
Indicators (for sustainability and respect PB
PB(2005)26
for people as they are developed) to GCCG Nov 2003
SAP
monitor progress and continuous CoPEs
improvement.
11
‘Modernising Construction Procurement NI’ (NIAO 161/03, 3 March 2005)
4. NIAO Report - PSG Action Plan
CENTRAL
INITIATIVE/ NIAO REPORT Forecast of Position
Item PROPOSED ACTION Status by the end of August
BEST RECOMMENDATION/COMMENTS at March 2008
PRACTICE
4.1 Information Accurate and comprehensive
on management information is essential CPD is to request Finance Directors
CPD will request details of grant
Construction to inform procurement policy. The to provide returns for all construction Complete
spending on construction annually.
Procurement Report recommends that CPD gives spend including grant funding.
Spend priority to putting in place processes
to gather information on construction
procurement spend. The Report also Procurement and contracts strategies
recommends that information on for most market sectors are in place.
expenditure on grants is also CPD will work with SIB and the The remaining sector strategies are at
compiled. Departments to develop processes an advanced stage and Departments Complete
that support the delivery of ISNI. are working with CPD and SIB to
review progress on ISNI I and develop
strategies for the delivery of ISNI II.
4.2 Achieving The Report is very critical of the lack CPD has the approval of the
Excellence of reporting by Departments on The Procurement Board approved the
Procurement Board to extend AE by
for Northern progress on their Action Plans and 2nd GCCG Action Plan at its meeting in
3 years. CPD is to discuss proposals
Ireland Implementation Programme. The October 2005, extending AE to March Complete
to re-invigorate and extend AE with
Report recommends that CPD and 2008.
the Procurement Board in April 2005.
GCCG take a more proactive role in
pushing the initiative forward. The
Report is also critical of GCCG’s
GCCG to report through CPD twice CPD to report to Procurement Board
monitoring of key performance
yearly to the Procurement Board on following receipt of these progress Complete
indicators. The Report further
AE Implementation Targets and KPIs. reports from each AE Champion.
recommends that the initiative
should be extended in time.
12
‘Modernising Construction Procurement NI’ (NIAO 161/03, 3 March 2005)
4. NIAO Report - PSG Action Plan
CENTRAL
INITIATIVE/ NIAO REPORT Forecast of Position
Item PROPOSED ACTION Status by the end of August
BEST RECOMMENDATION/COMMENTS at March 2008
PRACTICE
Achieving The Procurement Board approved the
Excellence Proposals for new GCCG Action Plan nd
2 GCCG Action Plan at its meeting in
for Northern and Implementation Programme to be Complete
October 2005 which extends AE to
Ireland submitted to the Procurement Board.
March 2008.
Contd..
CPD is currently developing guidance
The Report notes that grants account CPD is addressing this issue with the on those aspects of Achieving
for 27 per cent of the total Procurement Board. The Report Excellence for NI that should be Complete
construction spend, most notably in notes this progress. extended to grants.
terms of grants to Housing
Associations and voluntary and
maintained schools. The Report
recommends a review of the status Departments with significant grant
of grant-giving and recommends spending on construction (DSD, DE
specific consideration is given to how DEL and DCAL) to work with CPD
the benefits of ‘Achieving Excellence’ and SIB to develop a procurement
could be extended to grants given for strategy for their market sector that
the purpose of construction will follow the AE agenda.
procurement.
4.3 Achieving The Report welcomes the CPD is reviewing the Action Plan
Sustainability development of the Sustainability against OGC Achieving Excellence in The Procurement Board endorsed the
Action Plan. Construction – Procurement extension of the Sustainability Action
Guidance 11 – Sustainability. It is Plan to March 2008 at its meeting in
Complete
proposed to incorporate the Action October 2005. This extension is aimed
Plan into the extended ‘Achieving at driving further development of
Excellence for NI’ initiative. sustainable construction processes.
13
‘Modernising Construction Procurement NI’ (NIAO 161/03, 3 March 2005)
4. NIAO Report - PSG Action Plan
CENTRAL
INITIATIVE/ NIAO REPORT Forecast of Position
Item PROPOSED ACTION Status by the end of August
BEST RECOMMENDATION/COMMENTS at March 2008
PRACTICE
4.4 Gateway The Report notes that no Further proposals are being prepared
Review construction projects had been CPD has commenced a review of the by CPD to focus the application of the
Process submitted to the Gateway Controller implementation of the Gateway Gateway Review process. Proposals,
Reapplication of Gateway Review policy
for review. The Report recommends Review Process and will discuss for consideration by GCCG, include
complete
that Departments should fully proposals with the Procurement establishing a financial threshold of
participate in the Gateway Review Board in April 2005. £10m above which all projects will be
process both in terms of carrying out subject to Gateway Review.
reviews on projects and providing
staff for review teams. Risk Potential Assessments (RPA) to (Please attach any outstanding RPA
be calculated for all projects and data previously requested by CPD to
Gateway Reviews undertaken for all this report)
The Report recommends that DFP projects scoring 31 or more, or at
take a proactive role in encouraging least one at 25 per Dept. per year.
participation.
GCCG members to prepare Gateway (Please attach a copy of your project
Review strategy (including process review/ management procedures)
for management of low risk projects)
for their Department/sector.
The Report is critical of the
proposals for projects classified as
low risk under the Risk Potential GGCG and PPG will review proposals
Assessment. The Report Proposals for low risk projects to be for low risk projects on receipt of GCCG Proposals agreed
recommends that proposals for low agreed by GCCG & PPG. members’ strategies.
risk projects are reconsidered.
14
‘Modernising Construction Procurement NI’ (NIAO 161/03, 3 March 2005)
4. NIAO Report - PSG Action Plan
CENTRAL
INITIATIVE/ NIAO REPORT Forecast of Position
Item PROPOSED ACTION Status by the end of August
BEST RECOMMENDATION/COMMENTS at March 2008
PRACTICE
4.5 Rethinking The Report notes the decision by CPD will engage with DSD who will
Construction DFP to focus on NI participation in the bring forward proposals on this issue.
Initiatives Movement for Innovation (M4i) CPD notes that social housing
initiative only. The Report is critical attracts the second largest spend in
of the non-participation in the Housing ISNI and are currently discussing the
Forum given that although 3,000 procurement strategy for social
houses were built by Housing housing with DSD.
Associations in three years only one
The feasibility of using integrated
housing project was submitted to M4i.
supply chain frameworks to deliver
social housing projects is being
considered as part of the
procurement strategy.
The Report recommends that DSD to prepare strategy for
consideration is given to Northern engagement with Housing Forum and
Ireland’s participation in the Housing the Constructing Excellence Centre
Forum. for NI (CENI).
4.6 Integration of The Report recommends that CPD CPD to seek further endorsement of Integrated procurement routes have
Complete
Design ensures that all CoPEs are made fully preferred integrated procurement been repeatedly promoted through
aware of preferred integrated routes from Procurement Board. Procurement Board, PPG and GCCG.
procurement routes.
15
‘Modernising Construction Procurement NI’ (NIAO 161/03, 3 March 2005)
4. NIAO Report - PSG Action Plan
CENTRAL
INITIATIVE/ NIAO REPORT Forecast of Position
Item PROPOSED ACTION Status by the end of August
BEST RECOMMENDATION/COMMENTS at March 2008
PRACTICE
CPD to ensure Procurement Board The second GCCG Action Plan
endorsement is understood by endorsed by the Procurement Board
CoPEs. specifically requires Government
Construction Clients to develop
procurement and contract strategies
Complete
aligned to the preferred integrated
procurement routes (PFI, Prime
Contracting or Design & Build).
All CoPEs have been advised.
4.7 Performance OGC is to carry out further work on Produce VFM measurement toolkit CPD Guidance Note 01/05
Measurement the definition of methodology for Issued Aug 05 Complete
and guidance.
calculating VFM gains. The Report
recommends that DFP monitors the Implement reliable systems to report
outcome of this work and considers it Web based reporting database in place
VFM gains to CPD using guidance Complete
for incorporation in any future and training provided for CoPEs
and ensure adequate training given.
guidance.
CoPES to implement reliable systems (Please confirm that VFM gains are
The Report recommends that to measure and report VFM gains to being proactively identified and the
reliable systems are in place to CPD. CPD database is up to date)
produce KPIs and VFM gains and
adequate training given.
CoPEs to implement reliable systems
to measure and report KPIs on all Detail in section 2.6 of this report Detail in section 2.6 of this report
projects above £250k.
16
5. Constructionline
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
5.1 Constructionline pre-qualification to be
used for all contractors and consultants
GCCG/
tendering for Public Sector works Oct 2002
CoPEs
contracts under EU Threshold (includes
grant-funded projects).
5.2 Extension to include pre-qualification
and selection of contractors for projects
CoPEs Oct 2006
<£30k (Consultants under £5k) and
second tier suppliers by specification.
17
6. Buildsafe-NI
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
6.1 Action 2
GCCG
Include contract condition that all GCCG/
First Dec 2004
operatives possess evidence of CoPEs
Buildsafe-NI
appropriate H&S training. Action Plan
6.2 Action 3 (Supersedes Action 1)
GCCG First
Include requirement that all contractors Buildsafe-NI
seeking to tender for public sector GCCG/
Action Plan Apr 2006
contracts (under EU Threshold) have CoPEs
Guidance
third party accreditation of their H&S Note
management system.
Include requirement within specification GCCG First
for public sector contracts (above EU Buildsafe-NI
GCCG/
Threshold) that contractor is required to Action Plan Apr 2006
CoPEs
achieve third party accreditation of H&S Guidance
management system. Note
Complete rigorous assessment of H&S GCCG First
as part of procurement process. Buildsafe-NI GCCG/
Action Plan Apr 2006
CoPEs
Guidance
Note
6.3 Action 4 GCCG
Include condition that the Principal Second GCCG/
Apr 2005
Contractor provides a report on H&S at Buildsafe-NI CoPEs
each site meeting. Action Plan
18
6. Buildsafe-NI
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
6.4 Action 5
Selection criteria for consultant to GCCG
require a rating of not less than 2 in all Second GCCG/
April 2005
categories of the HSENI’s Self- Buildsafe-NI CoPEs
Assessment of Commitment to Duties Action Plan
under the CDM Regulations.
6.5 Action 6 GCCG
To ensure that public sector Second
GCCG April 2005
construction staff possess evidence of Buildsafe-NI
appropriate health and safety training. Action Plan
19
7. Sustainable Construction Group Guidance
Reference Endorsed Date commitment Forecast of Position
Item Policy/Initiative Status by the end of August
Document By first introduced at March 2008
7.1 Roles and Responsibilities of CPD, PB
GCCG, and CoPEs in relation to SCG GN 1 GCCG April 2006
sustainable construction. CoPEs
7.2 A minimum of 10% of the material value PB
of the project should derive from GCCG April 2006
SCG GN 2
recycled or reused content. CoPEs
7.3 Minimisation and proper disposal of
PB
construction, demolition and excavation
GCCG
waste in public procurement contracts SCG GN 3 April 2006
CoPEs
and requirement for Site Waste
Management Plans.
7.4 Promote the reuse and recycling of bulk
inert materials in construction in order to
reduce consumption of natural PB
resources, energy, transport costs and SCG GN 4 GCCG April 2006
waste going to landfill and report CoPEs
biannually to CPD reused/recycled
content.
7.5 Considerate Constructors Scheme
GCCG
All sites above £200k to be registered SCG GN 5 Oct 2006
CoPEs
with Considerate Constructors' Scheme
20
21
