Project Management Procedures and Forms

Procedures for Estates Works Projects - ordered by RIBA Stage

These pages contain the latest approved versions of all ECS property documents - please use these copies.  For additional information on any documents under review please email Karen Bignold.  All approved documents created or reviewed since July 2018 should follow the SUP-01 Document Control Procedure.

  1. Health, Safety and Compliance for Estates & Campus Services Staff
  2. Design Guides
  3. Social Impact Team Strategy and Policies - Sustainability, Biodiversity, Carbon Management, Travel, Waste Management
  4. Procurement (University of Leicester Only)
Policy/ProcedureVersionDateActions & FormsVersion Date
PP-16-Project Board Terms of Reference

1.0

Oct 2018

PP-01-Project Implementation

Standard agenda
Standard minutes
Standard PM report

2.0

 

Mar 2019
PP-14-Meeting and Report Schedule 1.0 Oct 2018
PP-23-Project Risk Register 1.1 Jan 2019

Asbestos Management (UoL Staff only login required)
PP-05-Project Charter 1.0 Jul 2018

PP-06-Project Progress Monthly Dashboard 1.1 Oct 2018
PP-15-PM Master Checklist 1.0 Oct 2018

    Stage 2: Concept Design

Policy/ProcedureVersionDateActions & FormsVersion Date
PP-21-Procedure to Update Building Condition Survey 2.0 Jan 2019

Procurement Web Area (University of Leicester Only)

Smarter Purchasing Guides (ITS)


    Stage 3: Developed Design

Policy/ProcedureVersionDateActions & FormsVersion Date

PP-11-RIBA 3 Checklist 1.0 Oct 2018
Design Guides

    Stage 4: Technical Design

Policy/ProcedureVersionDateActions & FormsVersionDate
Reasonable Adjustments Guide for Staff and Managers Equalities Impact Assessment
PP-12-RIBA 4 Checklist 1.0 Oct 2018

University of Leicester Attestation Page

Memo to Registrar & Chief Operating Officer

2.0

Jun 2018


Budget Change Request Form EF2052 1.0 Feb 2018
Supplier Indemnity and Insurance Cover

 

PP-08-Snag Inspection Sheet 1.0 Jul 2018
PP-50-Contractor Pre Start Meeting Agenda 1.0 Jul 2018
PP-21-Procedure to Update Building Condition Survey 2.0 Jan 2019

    Stage 5: Construction

Policy/ProcedureVersionDateActions & FormsVersion Date
Health and Safety File Procedure 4 May 2016 PP-50-Contractor Pre Start Meeting Agenda 1.0 Jul 2018
Permits to Work and Fire Impairment
SUP-04 Communication of Works 1.1 Jul 2018 Template for Notification of Works
Raise Interim Payment Notice

3.0

Nov 2016
Pay Less Notice 1.0
Nov 2016
Certificate of Payment 2.0
Nov 2016
Certificate of Extension Time 2.1
Jun 2018
Certificate of PC 2.0
Nov 2016
Certificate of Non-Completion 2.1
Jun 2018
Certificate of Making Good Defects 2.1
Jun 2018
PP-08-Snag Inspection Sheet 1.0 Jul 2018

    Stage 6: Handover/Closeout

Policy/ProcedureVersionDateActions & FormsVersion Date
PP-13-Soft Landings

1.0

Oct 2018

Notification of Space Moves

EF4515 Handover checklist 1.0 Jan 2016

PP-22-Consultant Evaluation 1.0 Jan 2019
Manual Handover sign off
PP-21-Procedure to Update Building Condition Survey 2.0 Jan 2019
PP-08-Snag Inspection Sheet 1.0 Jul 2018
Practical Completion Inspection Checklist Temporary Revision 00

0.0

Apr 2018

    Stage 7: In Use

Policy/ProcedureVersion DateDateActions & FormsVersion Date Date
EP4600 Post Occupancy Evaluation Procedure 3.0
Apr 2017

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