Pre-project Options Development Construction

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PCF PRODUCT MATRIX VERSION 22 - MARCH 2013 Strategy, Shaping & Option Option Preliminary Statutory Construction Construction, Closeout
Prioritisation Identification Selection Design Procedures & Preparation Commissioning &
Powers Handover
Client Scheme Requirements Produced Reviewed Reviewed Reviewed Reviewed Reviewed Reviewed
Scope Client Phase Remit Produced Reviewed Produced Reviewed Reviewed Produced Reviewed
Appraisal Specification Report Produced Refined Refined Refined
Order of Magnitude Estimate Produced
Options Estimate Produced Refined
Preliminary Estimate Produced
Cost
Initial Estimate Produced
Estimating
Developing Estimate Produced
Final Estimate Produced
Cost to Complete Estimate Produced Refined
Risk Management Plan Produced Updated Updated Updated Updated Updated Updated
Risk Risk Register Produced Refined Refined Refined Refined Refined Refined
Qualitative Risk Assessment Produced Updated Updated Updated Updated
Economic Assessment Report Produced Refined Refined Refined Refined
Regeneration Report Produced
Appraisal Summary Table Produced Refined Refined Refined Refined Refined
Business Case Traffic Data Collection Report Produced
& Funding Traffic Forecasting Report Produced Refined Refined
Local Model Validation Report Produced Refined Refined
Business Case Produced Reviewed Reviewed Refined Reviewed
Investment Submission Produced Produced Produced Produced Produced Produced
Value Management Plan Produced Produced Updated Updated Updated Updated Updated Updated
Value Management Value Opportunities and Decision Register Produced Produced Refined Refined Refined Refined Refined Refined
Value Management Workshop Report Produced Produced Produced Produced Reviewed Produced Reviewed Produced
Scheme Assessment Report Produced
Technical Appraisal Report Produced
Report on Public Consultation Produced
Preliminary Design Produced
Pre-construction Design Produced
As-Built Documentation Produced Refined
Hazard Log and Hazard Log Report Produced Updated Updated Updated
Safety Plan Produced Updated Updated Reviewed Reviewed
Specification Safety Report Produced Updated Updated Updated
Requirements &
Operating Regime Produced Refined Refined
Design
Telecommunications Requirements Produced Refined Refined Updated
RCC Technology and Capacity Implications Report Produced Refined Updated
TOS Training Requirements (MM Only) Produced
Site Data Change Request Produced Refined Updated Updated
Code of Connection Produced Updated
Applications for Roadside Electricity Connections (Exit Points) (formerly Electrical
Produced Refined Reviewed
Supply Orders)
Compliance Strategy Produced Refined Updated
Implications on Core Responders (MM Only) Produced Refined
Change Request Log Produced* Produced* Produced* Produced* Produced* Produced* Produced*
Managing
Change Request Form Produced* Produced* Produced* Produced* Produced* Produced* Produced*
Change
Exception Report Produced* Produced* Produced* Produced* Produced* Produced* Produced*
POPE Report Produced
End of Stage Report Produced Produced Produced Produced Produced Produced
Product Checklist Produced* Produced* Produced* Produced* Produced* Produced* Produced* Produced*
Project Management Plan Produced* Updated* Updated* Updated* Updated* Updated* Updated*
Project Project Schedule Produced* Refined* Refined* Refined* Refined* Refined* Refined*
Management Regular Reporting Produced* Produced* Produced* Produced* Produced* Produced* Produced*
Stage Gate Assessment Certificate Produced* Produced* Produced* Produced* Produced* Produced* Produced*
Project Closeout Report Produced
Lessons Learnt Log Produced Updated Updated Updated Updated Updated Updated
Lessons Learnt Report Produced
Project Level Procurement Strategy Produced Reviewed Reviewed Reviewed Reviewed
Procurement
Technology Procurement Strategy Incl. Bulk Purchase Produced Refined Refined
Pre-construction Information Produced Refined
F10 Notification of Construction Project Produced Updated
Construction Phase Plan Produced Updated
Health & Safety
Health & Safety File Produced Updated Updated Updated Updated Updated
Maintenance and Repair Strategy Statement Produced Refined Refined Refined
Scheme Asbestos Management Plan Produced Reviewed Refined Reviewed Reviewed
Statement of Intent Produced
Preliminary Sources Study Produced
Ground Investigation Report Produced
Geotechnical Design Report Produced
Geotechnical Feedback Report Produced
NetServ Approvals
Early Structures Notification Form Checklist Produced
Structures Options Report Checklist Produced Reviewed
Approvals in Principle Checklist Produced** Produced**
Design & Check Certificates Checklist Produced Produced
Construction Compliance Certificate Checklist Produced
Public Consultation Strategy Produced
Public Consultation Leaflet Produced
Public Consultation Publicity Checklist Produced
Public Consultation Exhibition Checklist Produced
Public Statement of Results of Public Consultation Checklist Produced
Consultation Notification of Prejudicial Development (TR111) Produced
Section 85 Notice Produced
Impact Assessment (Controlled Motorways only) Produced
Consultation Document for Statutory Instrument (MM Only) Produced
Statutory Instrument and Explanatory Note (MM Only) Produced
Orders Requirement Produced Reviewed
Orders (Pre PINS) Draft Orders Produced
Projects below the
threshold for a Made Orders Produced
nationally significant Orders Publicity Checklist Produced Produced Produced
infrastructure project
Exchange Land Certificates & Planning Consents Produced Refined Produced
to follow these
processes Draft Orders Exhibition Checklist Produced
Notice(s) to Treat & Enter Produced
Section 52/53 Produced
Statement of Community Consultation Produced
EIA Screening and Scoping Produced Refined
PINS Development
Pre-application Consultation Produced Refined
Consent Process
Nationally significant Pre-application Consultation Report Produced Refined
infrastructure projects PINS Exchange Land Certificate Produced
to follow these
DCO Requirements and Checklist Produced
processes
Application and Draft Development Consent Order Produced
PINS Fees Produced
PINS Publicity Checklist Produced
Other
Part 1, Noise and Road Opening Notices Produced Produced
Notices
Road Safety Audit Produced Produced Produced Produced
Standards
Departures from Standards Checklist Produced** Produced** Produced** Produced** Produced** Produced**
& Specification
Implementation Report For New Standards Produced** Produced** Produced** Produced** Produced** Produced**
Communications Communications Plan Produced Updated Updated Updated Updated Updated

Public Inquiry (Pre Arrange Public Inquiry Produced

PINS) Projects below Programme Public Inquiry Produced
the threshold for a Documentation for Public Inquiry Checklist Produced
nationally significant
infrastructure project Handling Objections for Public Inquiry Produced
to follow these Objectors' Costs for Public Inquiry Produced
processes
Statement of Case and Evidence for Public Inquiry Produced
PINS Preliminary Meeting and Hearing Produced
PINS Hearing,
Decision Process Produced Produced
Decision and Post
Decision PINS Publicity Checklist Produced Produced
Nationally significant PINS Fees Produced Produced
infrastructure projects
Objectors' Costs following a PINS Hearing Produced
to follow these
processes
PINS Notice(s) to Treat and Enter Produced

Works Contract Documents Produced Produced

Procurement Statutory Undertakers Estimate Produced Refined Refined Refined
Civils Maintenance (MAC/ASC) Handover Documentation & Certificate Produced Reviewed
Technology Maintenance (Technology Maintainers) Handover Documentation &
Produced Reviewed
Certificate
Operational (RCC) Handover Documentation & Certificate Produced Reviewed
Handover Handover Schedule Produced Refined
Technology Commissioning Plan Produced Refined Refined Updated
Permit to Connect Produced Refined Updated
Plan for Monitoring Operations (MM Only) Produced Updated
Traffic Management Traffic Management Plan Produced Refined Refined
Record and Notice of Environmental Determination Produced
Assessment of Implications on European Sites Produced Refined Refined
Environmental
Environmental Assessment Report (including Environmental Scoping Report) Produced Refined Refined Refined
Environmental Statement (including Non Technical Summary) Produced
* undertaken as part of Project Controls Processes
** If required
MM Only Product only applicable to Managed Motorway projects

PCF Product Matrix version 22 - 27 March 2013