Transcript Which Archaeologist?

Which Archaeologist?
Improving Commercial Practice,
understanding value and risk
®LRQA - Business Assurance - ISO 9001
Approval certificate No: LRQ 4003485
Lloyd’s Register Quality Assurance
PPG16 and competitive tendering?
• “The ‘fundamentally flawed’ introduction of
price-competitive tendering (PCT), suggests it will
incentivize the ‘lowest possible quality’ of
service”
• and
• “…agree contracts on price rather than quality,
which could increase the likelihood of
‘incompetent or inadequate’ representation and
lead to delay”.
Success and failure
Developers want price competition, but it is
also in their interests to maintain a diverse
supplier base. If too many suppliers are put
out of business, the price will go up.
Market Place
• Supply and demand
• Fragmentation and over supply
• Client priorities and quality thresholds
Procurement and the intelligent client
Risk awareness:
financial implications
programme implications
reliability, proven track record
repeat need, partnership working
capability, capacity, technical merit, quality assurance
No
evidence (0
pts)
Poor
(10 pts)
Acceptable
(20 pts)
Good
(30 pts)
Excellent
(40 pts)
Weighting
Quality
Does the proposal address all items in brief
15.00%
Is there sufficient detail in the bid
15.00%
Is there clarity of what will be produced
10.00%
Ability
Has the bidder undertaken similar work before
10.00%
Does the bidder have a suitably qualified team
10.00%
Time
Can the bidder meet the timescales
10.00%
Cost
Does the bid represent value for money
30.00%
Government initiatives
• Construction Strategy 2011
–
–
–
–
Informed client
Collaborative culture
Design and innovation to create value
Encourage research and innovation
• Business Information Modelling (BIM)
“adoption of information-rich technologies, process and
collaborative behaviours will unlock more efficient ways of working
at all stages of the project life-cycle”
(BIM task group)
Staged approach
Project Management PRINCE2: at least three stages
1 Start up
2 Delivery
3 Close project and review
Archaeological staged approach
0
1
2
Due
Diligence
options
appraisal
Heritage
Statement
Pre-app
validation
process
Scope of
work
3
4
AssessMitigation
ment
Design
DBA
Eval/SI
Heritage significance
Magnitude of Impact
5
Preservation
Preservation
by Record
6
in situ
PXAUPD
Analysis
7
monitoring
Report
dissemination
Project management
•
•
•
•
•
•
•
•
Focus on outcome
Identify roles and responsibilities (ownership)
Plan project
Manage by stages
Manage change (clarity on authorization)
Careful control of time and budget
Predict and control risks and opportunities
Use reports and reviews to control progress
Prioritizing
In England National Planning Policy Framework
1.
Sets out the Government’s requirements for the planning system only to the
extent that it is relevant, proportionate and necessary to do so
17. Core planning principles
The 12 principles include:
conserve heritage assets in a manner appropriate to their significance, so that they can be
enjoyed for their contribution to the quality of life of this and future generations;
65. Planners need to weigh impact against benefits of scheme
(unless the concern relates to a designated heritage asset and the impact would cause material harm to the asset or its
setting which is not outweighed by the proposal’s economic, social and environmental benefits)
135. a balanced judgement will be required
having regard to the scale of any harm or loss and the significance of the heritage asset
Value of knowledge and expertise
Comparative rates
Experienced high rate
Less experienced low rate
Appears cheaper option but project delivery jeopardized and business reputation affected
Cost-effective
project delivery
Knowledge
expertise
investment
Training
Financial planning
Financial planning
Cash flow, contracts, payment
The NEC Professional Services Contract (PSC) has been developed as part of the New Engineering Contract (NEC) system
of contract documents. The contract has been drafted as a ‘shell’ contract which requires important information to be
provided separately. The most critical document to be provided is the Scope. This contains the detailed requirements of
the Employer and is frequently referred to within the PSC.
Methods of measurement
Civil Engineering Standard Method of Measurement
(CESMM)
The object of CESMM is to set out the procedure to
which a Bill of Quantities should be prepared and
priced and the quantities of work expressed and
measured.
Risk and value
LPA advice note to developers
“How To Get The Best Value For Your Money Commissioning
archaeological projects is not like buying a product or
providing many other services. For most products and
services the quantities of materials, time taken in
manufacture etc. are fairly well understood and a firm price
can be given. For archaeological sites the archaeologists often
have little idea of what they might actually find and cannot
always give a single fixed price, as many briefs include the
need for a ‘contingency’. “
WHICH ARCHAEOLOGIST? THE PROCUREMENT OF
ARCHAEOLOGICAL SERVICES
Guidance and best practice for managing risk in the selection
of an archaeological supplier
Introduction
As a profession, archaeology forms part of the UK’s knowledgebased and creative industries which, along with other
professional input such as architects, provide services to the
development sector.
The aim of this document is to foster an intelligent approach to
the purchase of archaeological services as part of the
development process, to aid clients when planning, designing
and implementing a scheme of archaeological work.
Frequently procurement of archaeological services is left until
late in the planning for a development programme, and
selection of a supplier is determined solely by lowest cost.
Such an approach is not a reliable method for ensuring quality
or cost-effectiveness or for minimising risk to a scheme, and is
not consistent with how and when other professional services
are commissioned.
Undermining the profession
• LPA advice note
• “Choosing an Archaeological Contractor”
• “It is the applicant’s responsibility to appoint an
Archaeological Contractor.
• DO NOT SIGN A CONTRACT WITH AN
ARCHAEOLOGICAL ORGANISATION UNTIL THEIR
PROPOSAL HAS BEEN APPROVED AND ACCEPTED BY
THE CURATOR. Nevertheless you as the client should
try and obtain a fixed maximum price before you agree
to any archaeological project. “
Accreditation thresholds
Partnership working
•
Informed procurement: better understanding from clients of what risks they run
when choosing a supplier on cost alone
•
Greater barriers to entry: achieved by developing less permeable barriers to entry
for development-led work
•
Partnership: building long-term relationships and framework agreements with
those large clients who already operate quality systems.
•
Measurement: the development of standard methods of measurement for tasks so
clients can better understand archaeological process
•
Innovation: developing new methods and techniques for improving efficiency and
thus increasing value to the client
•
Future proofing: exploring the potential for moving the profession upstream, BIM
and other construction-sector modernisation
•
Skills enhancement: developing appropriate skill-sets that will be truly valued by
clients
•
Employment Best Practice: revising SCAUM 2004 Employment Manual
•
Raising our profile: moving upstream, be valued as part of the knowledge and
creative industries