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RICSiConsultRICSdraftguidancenoteDevelopingabuildingprocurementstrategyandselectinganappropriateprocurementroute

Appendix
Procurementstrategyselectionchecklist
Thischecklistaimstoestablishinformationaboutclientneedsandtheprojectunderconsideration.This
informationcanbefurtherdeveloped,takingintoaccountthecharacteristicsofvariousprocurementstrategies
andtheirassociatedriskTime,costanddesignarekeycriteriaintheselectionmechanism,asistheinherentrisk
ofastrategyandtheapportionmentofthis.

Checklist1:Time
1.Thefollowingshouldbeconsidered:
1.1Iscompletionneededbyaspecificdate?
1.2Iscompletionneededintheshortestpossibletime?
1.3Istheclientpreparedtopaymoreforearliercompletion?
2.Doestheanswertoquestion1.1suggestafasterthan'normal'totalprojecttimeinthejudgmentoftheclient's
advisers?
3.Howlongisitinmonthsfromthedateofcompletionofthisprotocoluntilthedesired'movein'date?
4.Definethereasonfortheidentifiedcompletionor'movein'date:
4.1endoflease?
4.2saleofpremises?
4.3newbusinessopportunities?
4.4unsuitabilityofpresentpremises?
4.5companyrestructuring?
4.6businessmilestone?
4.7other?
5.1Istheneedforcompletionbyaspecificdateorwithinaspecifictimeframemoreimportantthancertaintyof
constructioncostbeforeworkstarts?
5.2Istheneedforcompletionbyaspecificdateorwithinaspecifictimeframemoreimportantthanspendingan
extendedtimeondesign?

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6.Whatistheapproximatevalue,insterling,totheclientofthebuildingorfacilityintermsofcontribution,rentalor
costsavingspermonth?
7.Ifthebuildingiscompletedlaterthanthespecifiedordesireddate,willtheclient:
7.1stayinhisorherexistingpremises?
7.2findtemporaryaccommodation?
7.3closedown?
7.4adoptsomeothercourse?
specifiedcompletiontime
reasonforcompletiontime
whetherrequiredcompletiontimeisrelativelyfast
whethertimeisseenasthepredominantclientneed
thepotentialfinancialimplicationofearlierorlatercompletionand
whatactiontheclientmaytakeifthedatesarenotachieved.

Checklist2:Design
Doestheclienthaveclearideasaboutthebuilding'sfunctionalityandthedesireddesign?
Doestheclienthaveaviewaboutspecificbuildingliferequirement?
Doesthesite(ifselected)poseanyparticularproblemsforthedesignerinrespectof:

3.1shapeortopography?
3.2access?
3.3storagespace?
Doesthebuildingtypesuggestrelativedesigncomplexity?
Doesthebuildingtypesuggestemphasisuponfunctionalityoradaptability?
Doesthebuildingtypesuggesthighlycomplexmechanical,electricalorengineeringinstallations?
Isitanticipatedthatextensivechangestodesignmayberequiredduringtheconstructionphase?
Doestheclientwishtoemphasiselowrunningcosts?
Doestheclientwishtoemphasiselowmaintenancecosts?
Doestheclientwishtoemphasiseproductquality,atahigherpotentialcost?
whethertheclienthasclearideasabouthisorherneeds
whetherthesiteposescomplexdesignproblems
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whetherthebuildingdesigniscomplex
whetherfunctionalityisparticularlyimportantand
whethertheclienthasalongtermviewaboutthebuilding.

Checklist3:Cost
1Whatistheclient'smaximumbudget?
2Canthebudgetbeallocatedasbelow?
2.1landpurchaseandfees?
2.2construction,includingfees?
2.3fittingsandplant?
2.4contingencies?
2.5other(define)?
3Willtheclientneedtohaveafixedcontractpricefortheconstructionelementofthebudgetorwillareasonably
accuratebudgetbeadequate?
4Whatistheclient'swillingnesstopaymoretoachieveaquickercompletiondateortoobtainhigherquality?
5totalmaximumspendingcapacity
totalconstructionspendingcapacityand
needforpreconstructioncostcertainty.

Analysis
Theresponsestothechecklistsshouldenablethecharteredsurveyortoestablishthefollowingkeyfactors.
Thesewillaffectthechoiceofprocurementstrategy:
whethertheprojectisfeasibleintermsoftimeandviableintermsofcost
iftheprojectisrequiredtobecompletedbyaspecifieddate,whetherthisisvitaltotheproject'ssuccessin
termsofclientneeds,orwhetherslippagecanbeaccommodatedifcostisconsidered
ifrelativespeedisrequired,whethertheclientcanacceptlesscostcertaintyandpotentiallyincreasedcosts
whethertheprojectiscomplexintermsofdesignorsiterelatedproblemsand
whethertheneedtoensurethattheprojectcanbebuiltwithinabudgetisapriority.

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