Invitation to Attend Insurance Briefing

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					                 SECE Buildings Workstream
                 Framework for Major Projects

                             Invitation to Tender

                     << PROJECT NAME >>
                    << Contracting Authority >>

<< Insert Contracting Authority Logo >>

                                                    Page 1 of 15

Part A -     Instructions to tenderers
Part B -     Project Description
Part C-      Duties of the Framework Contractor
Part D -     Tender Questions & Information Required
Part E -     Pricing Schedule

Appendix 1 – Mini competition & Project timetable
Appendix 2 – Form of Contract incorporating << Contracting Authority >>’s amendments
Appendix 3 – Bona fide tender declaration
Appendix 4 – Insurance requirements
Appendix 5 – Cost Information
Appendix 6 – Site location plan
Appendix 7 – Drawings & Surveys
Appendix 8 – Project information
Appendix 9 – Health and Safety Requirements

                                                                           Page 2 of 15
Part A Instructions to Tenderers

Further to your initial agreement, you are invited by << Contracting Authority >> to tender on
the enclosed Pricing Schedule in Part E of this document, subject to the following conditions, for
the works described within this invitation to tender.

The tender is to conform to the requirements as set out within these documents and should be
<< inclusive / exclusive; delete as appropriate >> of Value Added Tax (VAT).

The tender is to be based on the resource levels and rates of the nearest comparable template
project from the framework contractor’s proposals to OJEU 2005/S 217 213558. Any variance
to the resource levels are to be clearly identified along with the benefits and efficiencies which
they offer.

Enquiries about the technical aspects of the work and arrangement for access to view and
inspect the premises should be addressed in the first instance to << name, telephone no. >>.

The completed Pricing Schedule and Bona Fide Tender Declaration together with your
separately sealed response to the Part D Tender Questions and Information required should be
securely sealed in << an unmarked envelope >>. The envelope should then be attached to a
package containing the First Stage tender documents (separately sealed and labelled). The
whole tender package must be received by << Contracting Authority >> not later than << Time
and Date >>.

By Post, Hand or Courier to: <<   Name >>
                             <<   Address 1 >>
                             <<   Address 2 >>
                             <<   Address 3 >>
                             <<   Address 4 >>
                             <<   Post Code >>

Late tenders and faxed tenders will not be considered.

<< Contracting Authority >> does not bind itself to accept the lowest or any tender. Only a
tender made in accordance with the foregoing tender conditions will be considered.

Please acknowledge by return to << Name, contact details if different to above >> receipt of
this invitation to tender and the accompanying documents, confirming your intention to submit a
tender as requested.

                                                                                        Page 3 of 15
Part B Project Description


<< Contracting Authority >> has been given confirmation from the << funding organisation >>
that they will receive funding for << project name >> project detailed below.

In the SECE region and adjoining London area there are << number >> of similar projects
progressing through the SECE Major Framework arrangements. It is intended that these
projects be assembled into a programme of work and that consequent efficiencies and
economies can be achieved through aggregation, the leverage of discounts for economy of
scale and avoiding bespoke procurement.

Tendering contractors are encouraged to take this into consideration and to make proposals to
work with other framework contractors in the selection of materials, suppliers and sub-
contractors on a common basis across the programme.

Basis of the Procurement

The project will be let on the basis of the SECE Major Framework Guidelines and Working
Practices. The successful contractor will be appointed on the basis of a Preconstruction order
to discharge second stage duties. The construction contract is << construct only / develop &
construct >>, the form of which is << Insert contract form such as JCT 2005 Design and Build
Contract form incorporating << Contracting Authority >>’s amendments as noted in Appendix 2

Project Team Organisational Structure:

                                  Project Management              Contracting Authority’s
                                          team                        Project Board

                                    << Client PM >>
                                  << Consulting PM >>

                                                                   Early Design
                                                              Stages << from : to >>
                                                                 << Designers >>

                               Framework Contractor

Tender queries:                                              << Employers Agent >>
                               << Construct Only >>
<< Name, tel. >>                                              Stages << from : to >>

Site visit queries:          << Develop & Construct >>
<< Name, tel. >>                with design services
                               Stages << from : to >>

The Project Board consists of
<< Name Client Project Sponsor >>
<< Name Client Project Director >>

                                                                                    Page 4 of 15
<<   Name Client Project Manager >>
<<   Name Consulting Project Manager >>
<<   Name Corporate Property / Estates >>
<<   Name Head of Property Services >>
<<   Name Childrens’ Services >>
<<   Name FM Services >>
<<   Name IT Services >>
<<   Name End User / stakeholders >>
<<   Name Head of Finance >>
<<   others >>.

The Project Management group consists of
<< Name Client Project Manager >>
<< Name Consulting Project Manager >>
<< Name Architect >>
<< Name PQS >>
<< Name FM Services >>
<< Name IT Services >>
<< others >>.

Project Details

In summary, << Project Name >> is to provide << scope of project >>.

Including << special features >>.

Aligned with << national / Contracting Authority >> policy is to deliver << intended outcomes

The successful outcome of this project will benefit << benefactors >>.

Current Facilities

The current facilities short comings are << shortcomings / no longer fit for purpose >> and to
be replaced by << new build / refurbished / part new part refurbishment >>.

Proposed Site

The selected site is owned by << owner >> and the current use is << use >>.

The current users will << vacate / stay in location >> giving the project << a clear and
contained site / phased construction to permit operations to continue >>.

The site features are << topography, geology, neighbours, boundaries, previous uses, existing
buildings, site clearance, known services, etc >>.

The following surveys have been conducted, details of which are enclosed in Appendix 7;
<< list surveys conducted >>.

Sustainable Development

<< Contracting Authority >> wishes to incorporate the following sustainable features;

<< list sustainable features such as natural ventilation, solar and wind energy, collection and re-
use of grey water, others >>

                                                                                        Page 5 of 15
Design Development

The brief, schedule of accommodation and proposals are attached in Appendices 7 & 8 and
reflect the scheme to RIBA Stage << >>.

The scheme is to be developed from this stage by << the current design team with / without
novation to the constructor / the contractor with contractor design team >>.

The successful contractor will attend design workshops to provide input to the design
development for materials, systems and product selections, and provide commentary on supply
chain and buildability issues.

In consideration of the proposed solution and buildability, phasing, material selections, the
contractor may realise better and / or alternative solutions. These are to be offered to the
Project team.

Construction Phase

The construction phase is << single continuous phase / phased construction period >>.


<< Provide the planning philosophy and the level of consultation the scheme has already
received with the Planners and stakeholders >>.

Building Regulations

It is necessary to gain Building Regulation approval for the proposals.

Costs and Cost Plan

<< provide all available cost details as far as the scheme has been developed >>

A build up of the costs are provided in Appendix 5 for the contractor to review, provide comment
and to identify alternatives which may assist in cost, buildability, durability and life cycle.

Other specific consideration

<< Provide other project specific considerations >>.

PART C - Duties of the Framework Contractor

The Constructor will be appointed to << develop & construct << with novation >> / construct
only >>. During pre construction and construction the contractor will report directly to <<
Contact >>.

The Constructor shall undertake the following as a minimum:

Design; << delete the list of services which does not apply; i.e. either Construct Only, or
Develop & Construct >>

<< For Construct Only >>

                                                                                        Page 6 of 15
The contractor is to advise and influence the project design team on the design proposals to
take cognisance of

   the practical implications of the design proposals
   the implications for specialist sub contractors and supply chain partners
   buildability issues in general and on an elemental basis
   materials selections for lead times
   materials selections for durability, life cycle
   construction sequence and site arrangements
   jointly and openly develop the cost plan and provide benchmark data

<< For Develop & Construct << with / without novation >> >>

Develop and complete the design for Stages <<        to >>.

The Framework Constructor is to undertake the full design service in accordance with the
client’s brief and outline proposals.

The disciplines include but may not be limited to:

   Architecture
   Structural Engineering Design
   Mechanical Engineering Design
   Electrical Engineering Design
   Acoustic Engineering Design
   Drainage Design
   Hard and Soft Landscape Architecture
   Quantity Surveying
   BREEAM Assessor

    and is to produce a fully detailed NBS specification together with supporting

   1:50 scale general arrangement drawings
   elevation and sections
   1:50 engineering drawings
   all necessary 1:5 working details
   schematic diagrams and supporting calculations for service and structural calculations.

Specific design requirements:

   allow for design meetings with the << Contracting Authority, end user, stakeholders, others
   develop and complete the principles and details of the design
   complete the design in compliance with current << Contracting Authority >> and << XXXX
    design guidelines and standards >>
   complete the design to reflect the << insert as appropriate such as One School Pathfinder
    vision for education for the future >>
   obtain Building Regulations approval
   obtain full Planning Approval
   comply with all other current standards and Statutory Requirements

                                                                                      Page 7 of 15
   negotiate with relevant Statutory Authorities
   develop the Health and Safety file / information including the designer risk assessments
   develop the Environmental Management plan and review

Outputs                                                      Due by

Report summarising key buildability issues                   End of Stage << D >>

Brief report identifying key materials / systems with        End of Stage << D >>
justification of selection and supporting cost information

Submit full planning application                             End of Stage << D >>

Submit other necessary approval applications                 End of Stage << E >>

Fully detailed NBS specification                             Completed during
                                                             Stages E to H

1:50 scale general arrangement drawings, elevation and       End of Stage E
sections, 1:50 engineering drawings

All necessary 1:5 working details, and schematic             End of Stage H
diagrams and supporting calculations for services, and
structural calculations

Site Investigations and Surveys

The surveys scheduled in Appendix 7 have been conducted. The constructor is to identify and
<< recommend / organise >> further investigations if required.

Cost Management

The contractor’s cost manager is to work openly and collaboratively with the Project team to
 develop the package based cost plan
 agree preliminary costs for the project
 continued alignment of the cost plan with the budget
 align project expenditure, cashflow with client funding draw down
 lead the negotiations with subcontractors and suppliers to achieve best value costs within
   the agreed cost plan
 ensure regular updates are given at each workshop regarding all of the above
 all project costs to be agreed with << Contracting Authority / PQS >> before incorporation
   into the cost plan

Outputs                                                      Due by

Agree fee proposals for design [using the rates and          At appointment
resource levels from the 2005 OJEU tender]

Agree cost plan and the total thereof                        End of Stage D

                                                                                      Page 8 of 15
Confirm Preliminary costs with supporting calculations        End of Stage D
with a brief explanation of how costs relate to the
framework agreement


Advise on the procurement strategy, requirements and proposals for procurement and
execution of any advance works.

  advise Client Project team on the breakdown of the Project into suitable packages for
 agree tender lists with the Client Project team; prepare lists of subcontractors for tendering
   and report on their capabilities and financial standing
 prepare tender documents and obtain tenders from subcontractors and suppliers
 identify and schedule time sensitive advance orders required prior to contract award
 evaluate, report and make recommendations on subcontractor and supplier tenders
 prepare contract documents for the Client Project team
 ensure compliance with the client’s financial regulations and standing orders and
   incorporate into the contract and subcontract terms and conditions
<< The << Contracting Authority >>’s relevant standing orders are enclosed for guidance in
Appendix 5 >>.

Outputs                                                       Due by

Summary report setting out procurement strategy               End of Stage << D >>

Package procurement tracking schedule                         End of Stage F

List of subcontractors and suppliers for tender               During Stage G

Reports on preferred subcontractors capabilities including    During Stage H
capacity and financial standing

Report on tender progress against the procurement             Weekly during tender
programme & tracking schedule                                 period

Final tender report detailing all recommended                 End of Stage H
subcontractor packages and final contract sum for
acceptance by << Contracting Authority >> and the
Client Project team

Project Planning and Management

       prepare an execution plan to cover RIBA stages << to >> inclusive, detailing all key
        contractor deliverables. This will include the input of the contractor’s design team. The
        execution plan should address:

                                                                                        Page 9 of 15
       o   overall project programme and strategy
       o   design management and design development
       o   procurement and supply chain development
       o   cost planning and package management
       o   meetings structure, purpose and meetings schedule
       o   value and risk management
       o   sustainability
       o   additional services
       o   statutory approvals

      in consultation with the Client Project team, prepare key project planning documentation
      advise on the provision and layout of site facilities, temporary works and services
      actively participate in value management and value engineering processes
      adopt the Project Delivery Programme and manage through to award of contract
      ensure key project documentation is prepared and agreed with the Client Project team
      present key project documentation at each workshop and Gateway Reviews
      ensure regular updates on key project documentation

Outputs                                                        Due by

The project programme with clearly identified critical path,   From End of Stage D
lead times and key milestones

Drawing and information release schedules giving dates         From End of Stage D
for release of information aligned with procurement and
construction timetables

Detailed pre construction programme for the Client             From End of Stage D
Project team identifying materials and components which
require advance ordering and processing

Detailed construction programme for the Client Project         End of Stage H

Reports to the Client Project team, highlighting progress,     Monthly from
achievements, critical issues and proposals for managing       engagement to
them                                                           agreement of tender


      << chair / attend >> << monthly >> design team meetings during the Pre Construction
      << chair / attend >> project design reviews
      attend project workshops with the Client Project team
      attend and participate in BREEAM Assessment meetings as required
      << chair / attend >> Value Engineering workshops during the Pre Construction Phase

                                                                                     Page 10 of 15
      attend regular collaborative team working sessions with the Client Project team to
       promote knowledge sharing and strive for a common approach
      set up key project gateways review workshops at the completion of the appropriate
       stages aligned with the SECE process
      where appropriate to the project, identify and set up other interim gateway reviews
      ensure the design development is signed off by the Client Project team at the end of
       each gateway review

Outputs                                                          Due by

Issue of agendas                                                 As required

Recording and issue of meeting minutes                           As required

Risk Management

      in consultation with the Client Project team, identify, take ownership, mitigate and report
       on project risks prior to contract award
      take ownership of the << project / construction >> project risk register and follow up
       risk owners
      as part of monthly team meetings facilitate risk management review

Outputs                                                          Due by

Monthly update of risk register                                  Monthly
                                                                 from Stage << D >>

Adherence to Best Practice Quality Assurance Processes

The scheme is subject to Team performance & Gateway Reviews aligned with the << SECE
process / and Contracting Authority processes >>. The reviews will be conducted in a
workshop environment with all the parties to the project team, including Client, Client project
team and constructor.

As the SECE guidelines explain, each party will present on their responsibilities and outcomes
from the phase under review. The review is subject to a formal sign off by the << Contracting
Authority’s >> << authorising officer >> and undersigned / witnessed by all present.

This style of meeting is intended to be a fluid and flexible to facilitate full team interaction and
engagement of the key decision makers.

PART D - Tender Questions & Information Required

Provide the information detailed in this section in the form of a Project Execution Plan.

                                                                                           Page 11 of 15
The quality of the Project Execution Plan represents 80% of the overall assessment.

       1. Provide details of                                                          25 points
          o   proposed management structure and costs for the contractor’s
              services for pre construction and construction stages
          o   Include details of the specific experience and appropriateness of
              your for the Pre-construction stages and construction phase
          o   CV’s for key staff

       2. Provide details of                                                          15 points
          o   the logistical approach including key preliminaries items relating to
              the project delivery and phasing / demolition, decanting, other
          o   comment on how key preliminaries would be improved by
              alternative design approaches and / or material selection

       3. Develop the procurement and supply chain package strategy and               10 points
          o   scope all packages
          o   identify interfaces between packages and close the gaps to ensure
              whole project scope procured
          o   align working practices, programmes between interfacing package
              sub contractors
          o   identify key sub contractor shortlists

       4. Explain your organisation, management and communication                     10 points
          arrangements, specifically
          o   the entire Project team aligned with the Client organisation
          o   advise on adjustments required to the Client organisation provision
          o   stakeholders
          o   other framework contractors involved on similar types of work
              through the SECE arrangements
          o   end users
          Note: the << Contracting Authority >>’s tender assessments made
          during site visits and references taken may be taken into account.

       5. Provide comments on costs and costs per square metre, and consider          10 points
          o   how these benchmark with the industry
          o   how these benchmark other projects you have undertaken
          o   opportunity for value management and value engineering

       6. Detail your proposals for design development                                10 points
          o   identify consultant partners you as the framework contractor will

                                                                                      Page 12 of 15
                engage and their relevant design experiences
            o   detail the design work relevant to deliver the packages
            o   identify the approach you will take in developing the design from <<
                Stage << >> / specialist sub contractors >>
            o   the need and frequency for design reviews with the Client, Client
                Project team and other stakeholders to ensure the designs reflects
                the projects needs and aspirations
            o   provide a critique of the current proposals, and identify any
                alternative approaches which might be attractive

       7. << Programme >>                                                              10 points
            See the client team’s programmes and phasing drawings, and provide
            a full critique in your proposals.
            o   strategic project programme
            o   aligned with the strategic programme, coordinate programmes for
                design, procurement and construction
            o   construction phasing
   In the SECE Major Framework arrangements there are << number >> of
   similar projects progressing. It is intended that these projects be assembled
   into a programme of work and that consequent efficiencies and economies
   can be achieved through aggregation, the leverage of discounts for economy
   of scale and avoiding bespoke procurement.

       8. Interviews;
            o   The interview may be scored as a separate item, add allowance          << XX >>
            o   The interview is used to reaffirm / moderate the scores from 1 to 7

                                                                                80% of assessment

The cost submission in the form of the Pricing Schedule over leaf represents 20% of the overall

       9. On the pricing schedule in Part E and using the rates and agreed
          annual RPI allowances from the SECE Major Framework, provide a
          fixed fee for the pre construction services and an indicative costs for
          your management team and preliminaries in the construction phase.
            o   your supporting calculations
            o   price shall << include / exclude >> VAT

                                                                                       Page 13 of 15
          o   << outline other tax / financial issues peculiar to this project >>
          o   provide full build up of preliminaries to align with the contractor’s
              proposals for site arrangements and project execution plan
          Variance reports between costs at ITT will be tracked to those at
          contract formation and final accounts and will form part of contractor
          KPI performance reporting

                                                                                20% of assessment

Next stages

The mini competition timetable is in Appendix 1. Please note and make provision for the
interview dates.

                                                                                       Page 14 of 15
Part E Pricing Schedule

        Pricing Schedule

        Project Name: << Project Name >>                         Reference:


                    Item                                             COST

        A           Pre Construction Fee (to include all             £
        A.1         Specialist sub contractor pre construction       £
        optional    design fees

        B           Design Fees Stages << to >>                      £

        C           Construction Phase Management Cost               £

        D           Indicative Site Preliminaries                    £

        E           Insurances                                       £


        F           Proposed Contract Period                                    Weeks

        Signature                                                    Date

        For and on behalf of


        Parent Company


                                                                         Page 15 of 15
APPENDIX 1 – Mini competition & Project Timetable

Stage One ITT sent out                          << date   >>
Mid ITT bid clarification meetings              << date   >>
Stage One ITT returns                           << date   >>
Contractor Interviews                           << date   >>
Contractor Selection                            << date   >>
Contractor to start services from               << date   >>
Next << design workshop, key date >>            << date   >>
Planning Application                            << date   >>
Enabling works                                  from <<   date >> to << date >>
Agree Contract                                  << date   >>
Construction phase                              from <<   date >> to << date >>
Or Sectional completion dates
       Section 1 complete                       << date >>
       Section 2 complete                       << date >>
       Section 3 complete                       << date >>
Decanting, migration, occupation                from << date >> to << date >>

The bidding contractors may see opportunity to shorten the construction period through
alternative solutions. These should be offered as variant bids, the implications to be discussed
at the selection interview.

End User timetable dates; << insert timetable, the example below for a school >>:

School Term Dates

Summer Term 2007: Monday 16 April to Friday 25 May
                  Monday 4 June to Friday 20 July

Autumn Term 2007: Wednesday 5 September to Friday 19 October
                  Monday 29 October to Friday 21 December

Spring Term 2008:           Tuesday 8 January to Friday 15 February
                            Monday 25 February to Friday 4 April

Summer Term 2008: Monday 21 April to Friday 23 May
                  Monday 2 June to Wednesday 23 July

Autumn Term 2008: Monday 1 September to Friday 24 October
                  Monday 3 November to Friday 19 December

Spring Term 2009:           Monday 5 January to Friday 13 February
                            Monday 23 February to Friday 3 April

Summer Term 2009: Monday 20 April to Friday 22 May
                  Monday 1 June to Monday 20 July

Autumn Term 2009: Dates yet to be released.

APPENDIX 2 – Form of Contract << such as JCT 2005 Design and Build Contract >>

<< insert the Contracting Authority’s standard amendments for the form of contract, see
example below >>.

Part 1 (General):

Fourth Recital and clause 4.5 – Employer at the Base Rate is a ‘contractor’ for the purpose of the CIS

Article 8 - Article 8 and clauses 9.3 to 9.8 (Arbitration) do not apply

Clause 1.1 Base Date – 10 days before Date of Tender

Clauses 2.4 and 2.26.3 Deferment of possession of the site – Clause 2.4 applies
       Maximum period of deferment is 6 weeks

Clause 2.29.2 Liquidated damages – (to be agreed but not less than) at the rate of £4,000 per calendar

Clause 2.35 Rectification Period – 12 months from the date of practical completion of the Works

Clause 4.6 Advance payment – Clause 4.6 does not apply

Clause 4.6 Advance Payment Bond – an advance payment bond is not required

Clause 4.7 Method of payment – periodically in accordance with Alternative B (clause 4.14)
       The first date shall be the 7 of the month following commencement and thereafter the same date
       in each month or the nearest Business Day in that month

Clause 4.17.1 Retention Percentage – 3 per cent

Clause 4.18 and Schedule 7 Fluctuations Options – Schedule 7 Fluctuations Option A applies
       Percentage addition – 0 per cent

Clause Contractor’s insurance – injury to persons or property
       Insurance cover (for any one occurrence or series of occurrences arising out of one event)

Clause 6.5.1 Insurance – liability of Employer
       Minimum amount of indemnity for any one occurrence or series of occurrences arising out of one
       event £10,000,000

Clause 6.7 and Schedule 3 Insurance of the Works – Insurance Options
       Schedule 3 Insurance Option A applies

Clause 6.11 Professional Indemnity Insurance – Level of cover
       Amount of indemnity required is the aggregate amount for any one period of insurance and is
       Level of cover for pollution/contamination claims £5,000,000
       Expiry of required period of Professional Indemnity insurance 6 years

Clause 6.13 Joint Fire Code – the Joint Fire Code applies

Clause 6.16 Joint Fire Code – amendments/revisions
       The cost, if any, of compliance with amendment(s) or revisions(s) to the Joint Fire Code shall be
       borne by the contractor

Clause 7.2 Assignment/grant by Employer of rights under clause 7.2 (where sections do not apply) –
       Clause 7.2 does not apply

Clause 9.2.1 Adjudication – Nominator of Adjudicator where no Adjudicator is named
       President or a Vice-President of The Royal Institution of Chartered Surveyors

Schedule 2 Supplemental Conditions apply

Schedule 2 (paragraph 1.1) Site Manager – Paragraph 1 applies


Bona Fide Tender Declaration

In submitting a tender, including the Pricing Schedule, for these works << Contracting Authority
>> deems the tenderer to have agreed to be legally bound by the following declaration:

Recognising the principle that the essence of selective tendering is that the employer receives
bona fide competitive tenders from all firms tendering, we certify that we will submit such tender,
and that we will not fix or adjust the amount of the tender by or under or in accordance with any
agreement or arrangement with any other person. We also certify that we have not done and we
will not do at any time before the date for this tender to be submitted, any of the following acts:

1.       Communicate to any person other than the person calling for our tender the amount or
         approximate amount of the proposed tender.

2.       Enter into any agreement with or arrange for any other person to refrain from tendering,
         or indicate the amount of any tender to be submitted.

3.       Reward, or promise to reward, any person for performing or causing any of the actions
         or effects described in 1 or 2 above.

In this declaration, the word ‘person’ includes any persons, bodies or associations, corporate or
incorporate; and ‘any agreement or arrangement’ includes any such transaction, formal or
informal, and whether legally binding or not.

     Signature                                                              Date

     For and on behalf of


     Parent Company


APPENDIX 4 – Insurance Requirements


For << Contracting Authority >>’s insurance requirements see Appendix 2

APPENDIX 5 –Cost Information


a) A copy of << Contracting Authority >>’s Contract Standing Orders is enclosed for guidance.

b) << Enclose all cost information known, as full a build up as possible and align with budgets,
grants, etc >>

<< As a minimum, the following should be provided >>

Details of Estimated Cost Build-Up: << insert cost plan or as a minimum provide the details
below >>


                            Demolition Costs:                      <<          >>
                            Abnormals:                             <<          >>
                            Enabling works                         <<          >>
                            New Buildings:                         <<          >>
                            Site Works:                            <<          >>
                            FFE                                    <<          >>
                            IT                                     <<          >>
                            Phasing / temporary works              <<          >>
                            Inflation/Reconciliation:              <<          >>

                            Fees:                                  <<          >>

                            Total:                                 <<          >>

APPENDIX 6 – Site Location Plan

<< insert site plan >>

Address: << insert address >>

OS Reference: <<            >>

APPENDIX 7 – Drawings & Surveys

The drawing schedule is

Location Plan, Site Plan As Existing     << Drg Ref. >>
Existing site plan                       << Drg Ref. >>
Proposed Site Plan                       << Drg Ref. >>

Building 1; <<       >>
       Ground Floor Plan                 <<   Drg Ref.   >>
       First Floor Plan                  <<   Drg Ref.   >>
       Second Floor                      <<   Drg Ref.   >>
       Proposed Sections                 <<   Drg Ref.   >>
       Proposed Elevations               <<   Drg Ref.   >>
       Elevations & Sections             <<   Drg Ref.   >>
       Typical layouts                   <<   Drg Ref.   >>
Ditto for Building 2; <<    >>
Ditto for Building 2; <<    >>


The following surveys have been conducted, see enclosed

Topographical survey
Geotechnical survey
Asbestos survey type << >>
Wildlife survey
Existing Site Layout and Floor Plans

Phasing Drawings

APPENDIX 8 – Project information

Find enclosed all briefing material

Briefing documents; general
<< Contracting Authority’s >> strategic plan
Project Initiation Document
Strategic brief
Employer’s requirements
Design quality standards
Schedule of areas
Risk Register
Standing orders
Local Development plan
Funding applications / grants
<< Other documents as appropriate >>
<< feasibility study >>

APPENDIX 9 – Health and Safety Requirements

<< Contracting Authority >> require copies of the contractor’s current Health & Safety Policy
and Asbestos Policy as part of the submission.

All contractors working for << Contracting Authority >> are expected to comply with <<
Contracting Authority >>’s Health & Safety Policy and the following documents << such as >>:

        << Contracting Authority >>’s ‘The Employment and Control of Contractors (Working on
        County Premises and Sites or Providing Goods or Services to the County Council)’

        << HSE’s ‘Building Contracts Undertaken on Education Premises – Strategies for the
        Health and Safety of Pupils – Guidance to Safe Working Practices’. >>

The contractor is to detail a site-specific project Health and Safety Plan.

All contractors working for << Contracting Authority >> are to be registered with the
Construction Industry Board’s ‘Considerate Constructors Scheme’ and all site personnel and
operatives are required to conduct themselves appropriately.

There is an Asbestos Log available for the existing facilities but the contractor will be expected
to carry out intrusive surveys in accordance with << Contracting Authority >>’s Asbestos Policy
and procedure.

Site rules will include

        No smoking allowed on any << Contracting Authority >> premises
        Shirts are to be worn at all times
        There are strict limitations as to the use of radios
        All operatives must possess clear site ID
        There must be no communication with << users / for example students >>
        Site access and access to occupied buildings is only permitted in accordance with the
        agreed access protocol and is likely to include a booking in/out system

Contractors are expected to be willing to actively participate in developing learning opportunities
promoting the construction industry with the << end user >>.


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