Get documents about "T1-7 PROJECT MONITORING TEMPLATE
Shared by: lanyuehua
-
Stats
- views:
- 8
- posted:
- 8/28/2012
- language:
- English
- pages:
- 42
Document Sample
MENU PROJECT APPLICATION AND MONITORING
Project Application
Project Monitoring
Project Application for Pipeline Status
Complete only the
shaded areas
Municipality: BACK TO MENU
Name of Contact Person: Tel No of Contact Person: Email of Contact Person:
Project Identifying Details
Name of Project Project Location: (Distance from Type of existing development No. of Existing Units Type of CRU development
development to key socio economic node (e.g. Hostel, flats, greenfield) proposed
measured in minutes taken using public
transport on well established route)
Ownership of existing land
National
EXISTING SITE AND UNITS MANAGEMENT OF EXISTING STOCK (WHERE APPLICABLE)
Size of erf in ha 5 Who manages?
Condition of Units -External Range of rentals
Condition of Units -Internal No of Times Formally Billed per Annum
Zoning Status Total Rental charges previous financial year
No. Households presently in Occupation Rentals collected during previous financial year
Status of existing occupants Amount of increase(+)/decrease (-) in arrears over previous
financial year
No. repairs carried out in previous financial year.
Total cost of repairs carried out in previous financial year.
PLANNED DEVELOPMENT COMMENTS AND ELABORATION
No. of Units from Conversion of Existing 50
No. of Infill Units Planned 18
Proof of Demand for completed units Existing Waiting List Please elaborate here:
Monthly rental affordability level of demand group R 900
Likely rentals for developed stock R 1,200 Please explain how calculated:
Agreement from Council to use for CRU development Don't Know Please give resolution no. or other relevant detail:
What organisation will manage completed units Municipal Entity
No of Units Proposed
ING STOCK (WHERE APPLICABLE)
MENTS AND ELABORATION
levant detail:
Project Monitoring Report
Complete
only the
shaded Municipality:
Name of Contact Person: Tel No. of Contact Person: Email of Contact Person
Project Location: Type of housing project (i.e. Type of CRU development Number of Units
Social Housing, CRU, Job
Summit, etc)
CRU
1 PROJECT VALIDATION ESTIMATED DURATION DELIVERABLES STATUS
1.1 Agreement to include in Project Pipeline Details about the Land
1.2 Appoint Project Manager Provincial
Municipal
Letter of appointment of
Project Manager by
Developer
1.3 Town Planning
1.3.1 Appoint Town Planner Letter of appointment of
Town Planner by Developer
Letter of acceptance of
appointment by Town
Planner
Town Planner's Preliminary
Report
1.3.2 Change of zoning 9 - 18 Months Zoning Application
1.3.3 Consolidation of stands 9 - 18 Months Zoning Certificate
1.3.4 Urban design framework 2 Months
1.4 Submit Environment Assessment and 3-18 Months
Township Establishment applications 0%
1.4.1 Environmental Assessment
application
1.4.2 Township Establishment
Application
1.4.3 Proposal study
1.4.4 Biological studies
1.5 Preliminary Community Information Preliminary Community
Session Information Session Report
1.6 Social and Affordability Studies Social & Demographic
Report
1.7 Conduct Market Studies Market study report
1.8 Decanting Where neccessary Peparation and decanting
1.9 Secure Council Agreement to Develop Council Resolution
land for CRU
2 FEASIBILITY STUDY ESTIMATED DURATION DELIVERABLES STATUS
2.1 Confirm Subsidy Funding of Feasibility Letter to Municipality
Study granting allocation of
fianancing for Feasibility
under managment of
Province
2.2 Feasibility Study Professional Team Letters of Appointment of
appointment Professionals for Feasibility
study
Letters of Acceptance of
appointment from
Professionals
2.3 Completion of Scoping Feasibility Completed Scoping with all
deatils submitted.
2.4 Assessment of Scoping Feasibility Assessment with decisions
and any required variations.
2.5 Proceedd with Stage 2 of Feasibility Letter to Professional Team
to proceed
2.6 Detailed feasibility prepared Completed Detailed
Feasibility
2.7 Feasibility assessed Written result of
assessment with any
required variations.
2.8 Agreement to proceed to Detailed Letter from municipality +
Design to Municipality allocationfor Detailed
Design in Prov. Budget
3 DETAILED DESIGN ESTIMATED DURATION DELIVERABLES STATUS
3.1 Full Professional Team appointment Letters of appointment of
Professional for post-
feasibility study work
Letters of Acceptance of
appointment for post-
feasibility study work by
Professionals
Site Development Plan application to Site Development Plan
Council/Municipality application approval
3.2 Architect's Design development 4 Weeks Architectural Design
Development Drawings
3.3 Engineering Design input 2 Weeks Engineering Design
Development Drawings
3.4 Multi-disciplinary Service coordination 2 Weeks
3.5 Preliminary Cost Estimate by Quantity 2 Weeks Quantity Surveyor's
Surveyor Preliminary Cost Estimate
3.6 Application for Planning Approval to 2 Days Building Plan application
0%
Municipality
3.6.1 Site Development Plan approval 6 Weeks Site Development Plan
application approval
3.6.2 Municipality Planning Approval 4 Weeks Drawings bearing the
Municipality 'APPPROVAL'
stamp
3.7 Environmental Impact Assessment and Approval of Environmental
Township Establishment Planning Impact Assessment (EIA)
Approval Application
Approval of Township
Establishment Application
3.8 Client Approval 1 week Client letter of Design
approval
3.9 Provincial allocation of financing and 1 Week Letter an Contract Siugned
agreement for Municipality to move to Province - Municipality
implementation
4 IMPLEMENTATION ESTIMATED DURATION DELIVERABLES STATUS
4.1 Start of Tender period 6 weeks Tender Notice
4.2 Close of Tender period 1 Day Tender Notice
4.3 Adjudication of received Tenders 3 Weeks
4.4 Preparation & submission of Tender 1 Week Tender Adjudication Report
Report
4.5 Award of Tender by Client (Municipality) 3 Weeks Contractor appointment
letter
4.6 Sign Contract with Contractor 3 Weeks Client - Contractor Form of
Building Agreement
4.7 Hand Site over to Contractor 1 Week Site Handover Certificate
4.8 Construction Contract Administration Variable Construction Progress
Reports
4.9 Practical Completion Compliance certificate
4.10 Hand over completed facility to Client 4 Weeks First Delivery / Practical
Completion Certificate
4.11 Train the Users, submit Maintenance 3 - 12 Months Final Completion Certificate
Manuals & As-built documents
4.12 Final Account
4.13 Submission of User
Manual(s) by contractor to
client
4.14 Acknowledgement of
completed training in
premises use
4.15 Submission of As-built
drawings
4.16 Final Completion Certificate of Final
Completion
4.17 Project Closure 4 weeks Signed Final Account
A. TECHNICAL DOCUMENTATION ESTIMATED DURATION DELIVERABLES STATUS
A.1 Architect's Working Drawings 6 Weeks Architectural drawings and
specifications
A.2 Engineering Technical documentation 3 Weeks Engineering drawings and
specifications
A.3 Multi-disciplinary Services coordination 3 Weeks
A.4 Preparation of Tender documents 4 Weeks Bills of Quantities
A.5 Final Estimate by Quantity Surveyor 1 Week QS Priced Bills of
Quantities Estimate
A.6 Client approval of Final Estimate 1 Week Client letter of approval of
Final Estimate
A.7 Approval of subsidies 1 Week Council/municipality letter of
approval and confirmation
of subsidies
A.8 Final Funding Approval by Financiers Funder’s letter of approval
(Subsidies & Funders) and Confirmation of
Funding
Status
Description of Outputs/ Deliverables
(%
Required
Complete)
N/A The specific action is not applicable to the task.
0% Work has not begun on this task. The requisite inputs (information, data and authorisations) required to complete the work are being gathered.
25% Work has begun on the task. All requisite inputs (information, data and authorisations) are in place.
50% A first draft of the finaloutputs has been prepared and discussed at the appropriate levels, with the appropriate persons.
75% All field and desk work required for the completion of the task has been completed. Preliminary presentations, where necessary, have been delivered. Final discussions, formatting
and approvals outstanding.
The task has been completed successfully. The outputs have been discussed with all relevant stakeholders, and approvals/signoff have been obtained at all relevant points. All
100%
relevant documentation is in place and available.
BACK TO MENU
Project Pipeline Year- Feasibility
COMMENTS
COMMENTS
COMMENTS
COMMENTS
COMMENTS
o complete the work are being gathered.
ntations, where necessary, have been delivered. Final discussions, formatting
olders, and approvals/signoff have been obtained at all relevant points. All
0%
25%
Complete only the Project Status Assessment Report
shaded areas
Local Authority:
Name of SHI: Name of Project and Location: Type of housing programme (i.e.
Social Housing, CRU, Job
Summit, etc)
4
Name of Contact Email of Contact Person:
Person:
1 PROJECT VALIDATION ESTIMATED DURATION
1.1 Identification of land
1.2 Appoint Project Manager
1.3 Town Planning
1.3.1 Appoint Town Planner
1.3.2 Change of zoning 9 - 18 Months
1.3.3 Consolidation of stands 9 - 18 Months
1.3.4 Urban design framework 2 Months
1.4 Submit Environment Impact 3-18 Months
Assessment (EIA) and Township
Establishment applications
1.4.1
1.4.2
1.4.3 Proposal study
1.4.4 Biological studies
1.5 Preliminary Community Information
Session
1.6 Social and Affordability Studies
1.7 Conduct Market Studies
1.8 Secure land with owner via agreement
2 DEVELOPMENT APPRAISAL ESTIMATED DURATION
2.1 Confirm Subsidy Allocation in the area
2.2 Feasibility Study Professional Team
appointment
2.3 Preparation of Brief
2.3.1 Professional team receives client's 1 Day
preliminary brief
2.3.2 Professional team consolidates the 7 Days
client's brief
2.3.3 Architect appraises and interprets the 4 Days
client's requirements
2.3.4 Professional team analyses information 7 Days
related to available land
2.3.5 Architect and engineers marry the brief 2 Weeks
with available land with regard to
planning and statutory regulations
2.3.6 Quantity Surveyor advises on 2 Weeks
preliminary project budget outlook
2.3.7 Architect coordinates a report detailing:
Procedures to meet the client’s
requirements
The need (if other necessary
Professions have not been appointed)
for the appointment of consultants
Methods of contracting
Submission of report to client 1 Week
2.4 Client approves Final Brief
2.5 Preliminary consultation with Financiers
2.6 Prepare Design Alternatives
2.6.1 Based on the technical and functional 1 week
characteristics, the Architect prepares
design concepts
2.6.2 Input on concepts from Engineers 1 week
2.6.3 Quantity Surveyor prepares preliminary 1 week
cost estimates based on order of
magnitude
2.6.4 Professional team develops an 1 week
anticipated project programme
2.6.5 Preliminary design report is presented 2 Weeks
to client
2.7 Client input in Preliminary Design
2.7.1 Architect revises preferred concept 2 Weeks
based on client’s input
2.7.2 In-put on concept from Engineers 1 Week
2.8 Final Sketch design Scheme
2.8.1 Quantity Surveyor revises cost 2 Weeks
estimates accordingly
2.8.2 All documents are compiled to form a 2 Weeks
report – The Feasibility Study
2.8.3 Feasibility Study is submitted to the 1 Day
client
2.9 Approval of Feasibility Study 2 Weeks
2.1 Client application for Subsidies
2.11 Client application for Funding
2.12 Second Community Information session
2.13 Conditional Funding approval
2.13.1 Subsidy application lodged
2.13.2 Document verification
2.13.3 Data capturing
2.13.4 Preparation of internal motivation
2.13.5 Approval of subsidies
3 DESIGN DEVELOPMENT ESTIMATED DURATION
3.1 Full Professional Team appointment
Site Development Plan application to
Council/Municipality
3.2 Architect's Design development 4 Weeks
3.3 Engineering Design input 2 Weeks
3.4 Multi-disciplinary Service coordination 2 Weeks
3.5 Preliminary Cost Estimate by Quantity 2 Weeks
Surveyor
3.6 Application for Planning Approval to 2 Days
Municipality
3.6.1 Site Development Plan approval 6 Weeks
3.6.2 Municipality Planning Approval 4 Weeks
3.7 Environmental Impact Assessment and
Township Establishment Planning
Approval
3.8 Client Approval 1 week
4 TECHNICAL DOCUMENTATION ESTIMATED DURATION
4.1 Architect's Working Drawings 6 Weeks
4.2 Engineering Technical documentation 3 Weeks
4.3 Multi-disciplinary Services coordination 3 Weeks
4.4 Preparation of Tender documents 4 Weeks
4.5 Final Estimate by Quantity Surveyor 1 Week
4.6 Client approval of Final Estimate 1 Week
4.7 Approval of subsidies 1 Week
4.8 Final Funding Approval by Financiers
(Subsidies & Funders)
5 TENDER ESTIMATED DURATION
5.1 Start of Tender period 6 weeks
5.2 Close of Tender period 1 Day
5.3 Adjudication of received Tenders 3 Weeks
5.4 Preparation & submission of Tender 1 Week
Report
5.5 Award of Tender by Client 3 Weeks
6 IMPLEMENTATION ESTIMATED DURATION
6.1 Sign Contract with Contractor 3 Weeks
6.2 Hand Site over to Contractor 1 Week
6.3 Construction Contract Administration Variable
6.4 Practical Completion
7 DEFECTS LIABILITY PERIOD ESTIMATED DURATION
7.1 Hand over completed facility to Client 4 Weeks
7.2 Train the Users, submit Maintenance 3 - 12 Months
Manuals & As-built documents
7.3 Final Completion
8 PROJECT CLOSURE ESTIMATED DURATION
8.1 Project Closure 4 weeks
Status ( Description of Outputs/ Deliverables
% Complete) Required
N/A The specific action is not applicable to the task.
0% Work has not begun on this task. The requisite inputs (information, data and authorisations) required
25% Work has begun on the task. All requisite inputs (information, data and authorisations) are in place.
50% A first draft of the finaloutputs has been prepared and discussed at the appropriate levels, with the ap
75% All field and desk work required for the completion of the task has been completed. Preliminary prese
100% The task has been completed successfully. The outputs have been discussed with all relevant stakeh
ssment Report
Type of development Number of Units Project
(i.e. Greenfield, Submission
Upgrading) Year
DELIVERABLES STATUS COMMENTS
Details about the Land
0%
Letter of appointment
of Project Manager by
Developer
Letter of acceptance
of appointment by
Project Manager
0%
Letter of appointment
of Town Planner by
Developer
Letter of acceptance
of appointment by
Town Planner
Town Planner's
Preliminary Report
Zoning Application
Zoning Certificate
0%
Environmental Impact
Assessment (EIA)
application
Township
Establishment
Application
Preliminary
Community
Information Session
Report
Social & Demographic
Report
Market study report
Land Availability
Agreement (LAA)
DELIVERABLES STATUS COMMENTS
Letter to Client
granting In -Principle
Allocation of Subsidies
for the project
Letters of
Appointment of
Professionals for
Feasibility study
Letters of Acceptance
of appointment from
Professionals
0%
0%
Preliminary Brief
Report
Endorsement of Final
Project Brief
0%
0%
0%
Feasibility Study
Approved sketch
design
Approved preliminary
project budget
Approved sales
proposal
Client letter of
approval of Feasibility
Study
Acknowledgement
from
Council/Municipality of
lodged subsidy
application
Acknowledgement
from Funders of
lodged funding
application
Letters of
acknowledgement
from community
representatives of
consultation/
information sessions
Final Community
Demographic Report
Letter of pre-approval
of funding from 0%
Funders
Acknowledgment
letter from Provincial
Housing of lodged
subsidy application
Client letter of
approval of subsidies
DELIVERABLES STATUS COMMENTS
Letters of appointment
of Professional for
post-feasibility study
work
Letters of Acceptance
of appointment for
post-feasibility study
work by Professionals
Site Development
Plan application
approval
Architectural Design
Development
Drawings
Engineering Design
Development
Drawings
Quantity Surveyor's
Preliminary Cost
Estimate
Building Plan
0%
application
Site Development
Plan application
approval
Drawings bearing the
Municipality
'APPPROVAL' stamp
Approval of
Environmental Impact
Assessment (EIA)
Application
Approval of Township
Establishment
Application
Client letter of Design
approval
DELIVERABLES STATUS COMMENTS
Architectural drawings
and specifications
Engineering drawings
and specifications
Bills of Quantities
QS Priced Bills of
Quantities Estimate
Client letter of
approval of Final
Estimate
Council/municipality
letter of approval and
confirmation of
subsidies
Funder’s letter of
approval and
Confirmation of
Funding
DELIVERABLES STATUS COMMENTS
Tender Notice
Tender Notice
Tender Adjudication
Report
Contractor
appointment letter
DELIVERABLES STATUS COMMENTS
Client - Contractor
Form of Building
Agreement
Site Handover
Certificate
Construction Progress
Reports
Compliance certificate
DELIVERABLES STATUS COMMENTS
First Delivery /
Practical Completion
Certificate
Final Completion
Certificate
Final Account
Submission of User
Manual(s) by
contractor to client
Acknowledgement of
completed training in
premises use
Submission of As-built
drawings
Certificate of Final
Completion
DELIVERABLES STATUS COMMENTS
Signed Final Account
ta and authorisations) required to complete the work are being gathered.
d authorisations) are in place.
e appropriate levels, with the appropriate persons.
n completed. Preliminary presentations, where necessary, have been delivered. Final discussions, formatting and approvals outstanding.
scussed with all relevant stakeholders, and approvals/signoff have been obtained at all relevant points. All relevant documentation is in place
ons, formatting and approvals outstanding.
points. All relevant documentation is in place and available.
TYPE
Stabilisation
Demolition & site Rehabilitation
Refurbishment
Conversion
New Build Infill - Existing Site
New Build - Greenfield Site
Complete Re-development
Long Term Capital Maintenance
EXISTDEV
Hostel
Flats
Row Houses
Other Houses
Greenfield
Abandoned Buildings
Other
OWNERSHIPLAND
Municipality
Province
National
Other
LOCATIONA
In Town Centre
5 mins journey
15 mins journey
30 mins journey
More than 30 mins
OCCUPANTS
Signed tenancy agreement
Informal occupants
Unlawful Occupants
YES
Yes
No
Don't Know
Demand
Guess
Existing Waiting List
Demand Research/Survey
MANAGEMENT
Municipality
Province
Municipal Entity
Social Housing Institution
Other Agency
CONDITIONEXT
Derelict
Poor but Habitable
Medium
Good
