Document:
FEE BID Client:
PRORSUS Project:
INNOX RIVERSIDE ©FUTURE PROJECTS
“Their experience in the field and hard work and commitment has made this project a great success.” Ken Ford - Executive Director: Capital & Regional Retail.
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CONTENTS FOREWORD
pg. 5
EXECUTIVE SUMMARY
pg. 7
EXPERIENCE MATRIX
pg. 9
SERVICES
pg. 11
PROJECT RESOURCES
pg. 13
DUTIES: PROJECT MANAGEMENT
pg. 15
DUTIES: CONTRACT ADMINSTRATION
pg. 17
DUTIES: RETAIL DELIVERY
pg. 19
DUTIES: PARTY WALL SURVEYOR
pg. 21
DELIVERABLES
pg. 23
ASSUMPTIONS & QUALIFICATIONS
pg. 25
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“Paul has been involved in the management and delivery of a
number of challenging schemes for Centros, building up a wealth of experience and it is that experience and specialist retail knowledge that will prove invaluable in the future.” David Lewis - Director: Centros.
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FOREWORD WE ARE RETAIL SPECIALISTS
Experience
specialist insight into the risks and challenges of
Future Projects is the first retail construction
Drawing on over 92 years of experience, 49 of
developing town centre brown field sites with
consultancy focused solely on delivering retail
which have been spent delivering retail
all their attendant abnormalities.
projects.
projects, we have one aim – to translate our
Our mantra “We are retail specialists” embodies
retail know-how into success for you.
Relationships Our team has worked with the best and
all that we are about. Our experience, our
The relevance of our experiences, summarised
systems and our management style has been
in
developed through decades of delivering retail
submission, means we are exceptionally well
Bringing together such an experienced team
projects in retail environments.
placed to manage the risks presented by
means we have a core of specialist knowledge,
developing Innox Riverside.
gained by working with the top names in the
Commercial Awareness We put commercial awareness at the forefront of what we do.
the
Our
Experience
Project
Matrix
later
Management,
in
this
Contract
Administration and Retail Delivery services
understands what is needed to succeed.
industry – specialist knowledge that sets us apart.
have been developed through our involvement
We understand the risks involved and the retail
We have consistently value engineered projects
in projects containing the same elements as
market. We know the difference between cost
by an average of 10% of their capital value,
Innox Riverside and therefore, contain the
and value and that the people involved have a
freeing up funds to be used elsewhere or to
safeguards and checks to allow you to manage
significant impact on the bottom line.
simply add to the bottom line.
your portfolio, whilst we manage the day-to-day We are retail construction consultants and we
detail. Applying all our experience to the Innox
bring specialist retail knowledge and hands on
Riverside project will deliver a measureable
Being specialists means
commercial edge.
experience, better developed systems and
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we have greater
experience to your project.
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“Paul’s experience in retail spans many years and it is this
specialist retail knowledge, coupled with his drive and energy that will make Future Projects a real force in retail project management.” Lester Hampson - Head of Retail Development: Land Securities.
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EXECUTIVE SUMMARY UNDERSTANDING THE PROJECT Innox Riverside is a brown field site on the edge of Trowbridge town centre. It presents a complex set of challenges which must be managed in order to deliver a return on investment to Prorsus.
Scope of Works Our evaluation of the site and the planning documents has identified the works to comprise site clearance and demolition, remediation, sewer diversions, footpath closures and diversions, the construction of a new 75,000 sq.ft . food store, 8 screen multiplex cinema and the remodelling and refurbishment of existing listed mill buildings to form 6 restaurants, a family pub, a fitness centre, the retention and refurbishment of 3 Bath Stone buildings, a new civic square, highways remodelling, a transport hub all supported by a new car park and riverside landscaping including the commissioning and installation of a new piece of civic art.
Programme
This route provides the optimal balance between speed to site, a high degree of risk transfer coupled with cost and programme certainty.
Our total fee for undertaking this commission is £425,000 including all disbursements but excluding
As advised, we have based our fee bid on the following key dates:-
VAT. This is broken-down into the following key
• Planning Permission
Spring 2012
• Appointment
Spring 2012
• Start on Site
Summer 2012
• Trading
Winter 2013
• Rectification
Winter 2014
Assessing the impact of the large number of site variables present at Innox Riverside and our experience of similar developments, we strongly recommend an early review of the key dates to validate the above time-scales.
elements:Project Management
£131,000
Contract Administration
£189,000
Retail Delivery
£89,000
Party Wall Surveyor
£16,000
Our fee structure is based on the complexity of delivering the Innox Riverside, the capital value for the works of £21m and an overall period for our commission spanning 18 months from appointment to practical completion plus our attendance at the
Services
completion of the rectification period.
Our fee bid allows for Project Management,
We are committed to delivering the best possible
Contract Administration, Retail Delivery and Party
service and look forward to a more detailed
Wall Surveyor services, allowing you to maintain
dialogue about your requirements.
Our initial recommendation is to follow a design &
executive oversight, whilst passing over the day to
build route for procurement of the works.
day control of the project to Future Projects.
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Fees
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“Projects such as Blackburn move away from the established norm in terms of complexity and therefore having the right team, with the right experience is the difference between success or failure.” Mark Bourgeois - Managing Director Shopping Centres: Capital & Regional Retail.
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EXPERIENCE MATRIX HANDS ON EXPERIENCE
SPECIALIST KNOWLEDGE
Our experience has been gained through working with the best names in retail development and we have direct experience in all of the key challenges facing the development of the Innox Riverside site.
We understand each part of the process, each contribution members and stakeholders of the project have to make and when this contribution should be made.
Our team has worked throughout the UK to deliver retail schemes.
The schedule below is the best advert for our capabilities for this project.
Innox Riverside Development
Our experience and specialist knowledge has been gained over years of delivering retail projects in retail environments.
In short, our specialist experience means that you can concentrate on your portfolio whilst we manage the detail.
Weavers Wharf
Slingfield Mill
The Mall Blackburn
RETAIL KNOW-HOW
The exposure to the varied and challenging constraints encountered on brown field sites has lead us to develop our own framework of controls and safeguards, that we call the FP Method. Tried, tested and honed especially for retail projects, our method provides the basis for delivering consistent results over all our projects. This reduces future risk, drives excellence and brings greater value.
Gypsy Lane
Pescod Square
Ocean Plaza
River embankment Works Adjacent Railway line Adjacent properties Contamination Archaeological site Demolition (including on site crushing) Listed Buildings Highways remodelling works Façade retention Ecological site (Otters, Bats, Newts) Piled Site Right of Way diversion Geotechnical (variable ground conditions) Flood risk issues Sewer diversions Vibro-compaction SUDS drainage
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“A real strength is their ability to bring forward solutions and to sustain that approach from start to finish.” Ronnie Maclean - Development Manager: Capital & Regional Retail.
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SERVICES PROJECT MANAGEMENT The Project Manager (Paul Tattum) will be responsible for planning and guiding the project from start to finish. Paul will take executive control of day to day management of the project with overall responsibility for time, cost, quality and risk, reporting directly to Prorsus.
CONTRACT ADMINISTRATION The Contract Administrator or Employer’s Agent under Design & Build forms of building contracts (Paul Walters), will be responsible for managing the contract between the employer and building contractor, issuing all instructions to the contractor, certifying payments under the building contract, certifying practical completion and completion of making good defects and issuing the final certificate, reporting to the Project Manager.
RETAIL DELIVERY Taking control of the planning and guidance of the process from Agreement for Lease to opening for trade, the Retail Delivery Manager (Paul Walters) will be responsible for controlling retail design standards, review and approval procedures through to overseeing commissioning, H&S and Consent for Trade, reporting to the Project Manager.
PARTY WALL SURVEYOR The Party Wall Surveyor (Paul Walters) administers the Party Wall Act 1996, identifying any notices and issuing Party Wall Awards, reporting to the Project Manager.
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“The ability to lever their experience and relationships proved their worth time and again. Their approach and experience was key.” Andrew Haughey - Retail Asset Manager: Capital & Regional Retail.
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PROJECT RESOURCES PAUL WALTERS (39) DIRECTOR
PAUL TATTUM (42) DIRECTOR
22 Years’ experience
22 PROJECT MANAGEMENT
EMPLOYERS’ AGENT RETAIL DELIVERY PARTY WALLS
Key Responsibilities.
Key Responsibilities.
BSC (HONS) & ICIOB
BSC (HONS) & MRICS
Qualification & Associations.
Qualification & Associations.
Years’ experience
MORE ABOUT PAUL TATTUM
MORE ABOUT PAUL WALTERS
A Chartered Builder, Paul brings a
knowledge of managing challenging
A Chartered Surveyor with 10 years’
with the many stakeholders involved in
wealth of specialist knowledge and
brown
experience
delivering a challenging brown field
hands on experience .
contamination,
A BSc (Hons) Surveyor undoubted
degree in Quantity
forms the basis for Paul’s commercial
awareness,
field
sites,
involving
ecological
and
environmental issues coupled with the sensitive restoration
of old mill
buildings in a mixed use development.
developed over 22 years’ experience in
Paul’s ability to structure projects to
the construction industry .
transfer risks whilst engineering greater
Paul’s involvement with Weavers Wharf, Kidderminster brings first hand
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value is well founded.
specialising
in
the
management of retail projects.
scheme.
Paul has a BSc (Hons) in Building
Paul’s attention to detail and analytical
Surveying and is a member and
approach meant his dealings with British
Associate
Waterways, the Environment Agency,
Assessor
of
the
Royal
Institution of Chartered Surveyors. Paul’s involvement on Slingfield Mill, Kidderminster means he brings first
Conservation and Ecological Officers ensured
a
smooth
running
and
successful project.
hand knowledge of working closely
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“Professional, calm and committed. Paul and his team delivered a very challenging project.” John Holt - General Manager: Houndshill Shopping Centre.
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DUTIES: PROJECT MANAGEMENT General Act as single point of contact for the project Liaise with all stakeholders Convene & chair all principal project meetings Establish meeting schedules Issue instructions to project team Formulate & implement project reporting procedures Formulate & implement financial & progress reporting procedures Monitor performance of professional team Prepare & maintain project programme Prepare & maintain project phasing Prepare & issue project reporting procedures Receive, check and authorise payments Receive, check & authorise project invoices Collate, issue & maintain project cashflow Continually inform client of required actions Provide all documentation Maintain full & comprehensive records provide all other reasonable duties
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Inception Undertake project audit Develop client brief Formulate project charter Establish commissioning, operation & maintenance strategy Utilities & infrastructure delivery plan Identify & advise requirements for surveys & investigations Identify & advise enabling works Identify & advise requirement for specialist consultants Identify & advise clients' obligations under CDM Comply with CDM regulations Advise client re: consultants appointments Advise client re: consultants P.I.cover Advise client re: resident site staff Identify & advise statutory approvals & fees Initial site visit & inspection Co-ordinate insurances & warranties
Planning Co-ordinate design processes Agree approvals procedure Prepare procurement paper Formulate & agree liquidated & ascertained damages Establish remediation strategy Co-ordinate the preparation of the employers requirements Establish alternative contractors proposal options Establish quality management procedure Establish programme management procedures Prepare roles & responsibilities matrix Prepare scheme design report Advise additional works required by third parties Co-ordinate & manage statutory authorities Manage the planning condition discharge process Identify advance order components or systems Identify specialist/proprietary components or systems Prepare risk management strategy & register Prepare readiness for tender report Prepare tender pre-qualification report Identify requirement for value engineering options Co-ordinate & issue tender pack Attend pre and post-tender interviews Review & establish tender errors & omissions Monitor and report to the client on the procurement process Evaluate tender submissions Conduct tender negotiations Prepare tender report Participate in contractor appointment Advance works package options Prepare & issue a certified copy of the contract documents Liaise & advise re: 3rd party agreements
Execution Up-date/maintain the handover plan Co-ordinate & manage contractor negotiations Manage change control Manage instructions Advise contractual rights & obligations Oversee retail delivery Collate & issue handover pack Monitor & co-ordinate execution of contractor warranties
Close Manage defects & rectification plan Manage & settle the final account Prepare & issue close-out pack
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“We couldn’t have managed the process without them.” Andrew Smith - Operation & Development Manager: The Mall Blackburn.
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DUTIES: CONTRACT ADMINISTRATION General Convene & chair all principal site meetings Issue instructions to site team Monitor performance of professional team Participate in the preparation of the project reports Continually inform client of required actions Provide all documentation Maintain full & comprehensive records
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Inception No duties undertaken by the Contract Administrator at this stage
Planning Arrange & chair the pre-start meeting Issue pre-start notices Readiness for construction pack Prepare project information required schedule Liaise & advise re: 3rd party agreements
Execution Administer the building contract Manage enabling works packages Manage sewer diversions s.104 or s.185 Manage archaeological investigations Manage remediation works Manage ground improvement works Manage construction of suds Manage surface water discharge rates with EA & WW Manage the new highways works and junction improvements Manage the new transport hub works Manage the creation of new pedestrian and cycle routes Manage the refurbishment of all listed buildings Manage all new construction activities Manage day to day contractor negotiations Operate the change control procedures Undertake weekly site inspections Manage interim payments Agree all testing & approvals Off-site inspections Manage extension of time claims Manage acceleration works Manage loss & expense claims Manage quality Co-ordinate & issue H&S file
Close Contribute to defects & rectification plan Contribute to the settlement of the final account Manage liquidated & ascertained damages Issue final certificate
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“We enjoyed total commitment, Paul’s professionalism was gratefully received and his tenacity and attention to detail was invaluable, ensuring the contractor delivered on his responsibilities.” Loraine Jones - Centre Manager: The Mall Blackburn.
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DUTIES: RETAIL DELIVERY General Convene & chair all principal tenant meetings Establish tenant meeting schedule Participate in the preparation of the project reports Continually inform client of required actions Provide all documentation Assist each tenant Maintain full & comprehensive records
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Inception Develop Tenant Brief & Parameters for Heads of Terns (new tenant shell specification)
Planning Liaise & advise re: agreements for lease (AFL) Identify amendments to draft AFLs Tenant responsibilities matrix Prepare & issue tenants requirements Assist with preparation of the employer's requirements Establish & issue tenant pack AFL audits & sync with employer's requirements Prepare tenant handbook Establish & issue tenant information required schedule Establish & collate draft tenant handover pack Manage tenant design & approval process Establish site rules Manage tenant change requests Prepare pricing documents to enable shell variations
Execution Maintain & issue tenant information required schedule Manage tenant notices Monitor tenant fit-out works Collate & manage tenants pre-trade certification & approvals Obtain tenants' H&S files Convene tenant pre-trade inspections Collate & issue tenant handover packs Manage tenant accounts
Close Contribute to defects & rectification plan Settle tenant final account Collate & issue tenant close-out packs
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“Experience and specialist knowledge are key ingredients in
any successful project but people are the deciding factor and Paul completed some heroic work for me during my time at Centros.” Lester Hampson Head of Retail Development Land Securities.
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DUTIES: PARTY WALL SURVEYOR General Convene & chair all principal party wall meetings Participate in the preparation of the project reports Continually inform client of required actions Provide all documentation Maintain full & comprehensive records
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Inception No duties undertaken by the Party Wall Surveyor at this stage
Planning Party wall assessment report Undertake local search to obtain ownership details Prepare & submit notices Conduct negotiations with adjoining owners surveyors Advise client of adjoining owners surveyor’s fees Prepare & agree schedules of condition Prepare party wall awards Collate party wall information required schedule Participate in drafting of contract amendments
Execution Monitor Party Walls as works progress Monitor adjoining owners surveyor’s fees
Close Review schedules of condition Agree & manage any remedial works Discharge all awards Check & authorise payment of adjoining owners surveyor’s fees
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“Totally committed, providing a tenacity and professionalism
which, coupled with a willingness to fight our corner, proved invaluable.” John Holt General Manager: Houndshill Shopping Centre.
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DELIVERABLES Notes This section sets out the key documents to be produced as part of the Innox Riverside commission.
Inception Project Management: Business Case/Project Audit Retail Delivery: Tenant Requirements
Planning Project Management: Outline Project Brief Outline Development Programme Phasing & Completion Pack Project Execution Plan Scheme Design Report (RIBA Stage C) Procurement Paper Responsibilities Matrix Project Handbook Project Charter Scheme Design Report (RIBA Stage D) Commissioning, Operation & Maintenance Strategy Utilities & Infrastructure Delivery Plan Value Engineering Schedule Scheme Design Report (RIBA Stage G) Monthly Project Report Tender Pre-Qualification Report Tender Pack Tender Report Building Manual (draft) Planning Conditions Discharge Matrix Warranty Discharge Matrix Contractor Commissioning Schedule Handover Plan
Execution Project Management: Monthly Project Report Handover Pack Contract Administration: Project IRS Monthly Quality Audits PC & Rectification Pack Retail Delivery: Monthly Tenant Report Tenant IRS Tenant Handover Packs
Close Project Management: Rectification Plan Final Account Close-out Pack Retail Delivery: Tenant Close-out Pack Party Wall Surveyor: Party Wall Close-out Pack
Contract Administrator: Readiness for Construction Pack Retail Delivery: Tenant Pack AFL Audits Party Wall Surveyor: Party Wall Assessment Report Adjoining owners surveyor’s fee schedule Party Wall Notices Schedule of Condition Party Wall IRS Party Wall Awards
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“ A proven track record and the ability to manage the process.”
Ken Ford - Executive Director: Capital & Regional Retail.
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ASSUMPTIONS & QUALIFICATIONS For the purpose of this fee bid it has been assumed that:
Form of Building Contract The procurement route for the Project will be via a
Time-scales
•
New car park, hard and soft landscaping
For the purposes of this commission the services
•
A new riverside walk and landscaped greens
undertaken will relate solely to the Innox Riverside
Design & Build, single stage procurement route,
The site enabling works will be undertaken as part
Appointment of the Project Management, Contract
which would be competitively tendered.
of the Main Building Contract.
Administration and Retail Delivery functions would
The form of contract would be the JCT 2011 Design
be made during Spring 2012, subject to receipt of
& Build Contract (amended).
planning permission. We have based our fee bid on the dates advised and the outline timescales for the project and commission are:
Scope of Works Innox Riverside development to comprise:•
Demolition and clearance of the site comprising
•
Planning Permission determined – Spring 2012
buildings formerly occupied by the Bowyer's
•
Appointment – Spring 2012
meat processing factory
•
Start on Site – Summer 2012
•
Ground remediation works
•
Innox Riverside Trading – Winter 2013
•
Sewer diversion works
•
Rectification Period Completion – Winter 2014
•
Construction of:-
•
A 1,400 seat 8-screen Cineworld multiplex
Should the programme
time-scales materially
cinema to shell construction
extend beyond the above dates, we would need to •
re-quote for any time-related services.
A Morrisons Food store (75,000sq.ft) with under croft parking to shell construction
Appointment
•
listed buildings to form:-
The Service Agreement will take the form of The
• six 100-seater family restaurants
RICS Standard Form of Consultants Appointment (or
the
Employers
own
preferred
• a fitness centre
Services
• a family pub and coffee shops
Agreement). •
Warranties The Consultant will be required to agree and execute as a Deed a Collateral Warranty in relation to the service(s) provided.
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Refurbishment and façade retention works to
Retention and refurbishment of three stone mansions on Stallard Street
•
A new civic square defined by the restored listed buildings
All buildings on site will be constructed and
development site, which is bounded by Stallard Street to the south, the River Biss to the north and east, and railway track to the west.
refurbished under the Main Building Contract to
Exclusions
shell construction, comprising incoming services
Advice regarding site acquisition, grants and
and shell specification requirements as agreed
planning is excluded.
under the terms of each AFL. At handover each tenant will be provided with a shell unit, fully compliant with the current Building Regulations for shell construction, following which a separate ‘fit out’ Building Regulations application
Advice relating to Site Title, Restrictive Covenants, Rights of Light and Rights of Way are excluded. Services required to arrange and/or manage further site feasibility studies have been excluded.
will be submitted and managed to approval by each incoming tenant.
Insurances Standard consultancy insurances comprising:•
Professional indemnity - £5m
•
Public liability - £1m
•
Employers liability - £1m
All insurances underwritten on an each and every claim basis.
Fees Consultants fees are inclusive of all disbursements but exclusive of VAT.
•
A new site access roundabout
Fees to be invoiced monthly and paid within 28
•
A new transport hub
days of submission.
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“We have enjoyed a close working relationship and have come to rely on the wealth of experience and understanding. Ronnie Maclean Development Manager: Capital & Regional Retail.
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DELIVERING RETAIL PROJECTS IN RETAIL ENVIRONMENTS.
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Future Projects Consultancy Limited 53 Fountain Street Manchester M2 2AN T: 0161 233 7044 E: mail@wearefutureprojects.com www.wearefutureprojects.com ŠFUTURE PROJECTS
WE ARE RETAIL SPECIALISTS