012345 6 7 PCF PRODUCT MATRIX VERSION 22 - …

1 Pre-projectOptionsDevelopmentConstructio n012345 67 Strategy, Shaping &PrioritisationOptionIdentificationOptio nSelectionPreliminaryDesignStatutoryProc edures & PowersConstructionPreparationConstructio n, Commissioning & HandoverCloseout Client Scheme RequirementsProducedReviewedReviewedRevi ewedReviewedReviewedReviewedClient Phase RemitProducedReviewedProducedReviewedRev iewedProducedReviewedAppraisal Specification ReportProducedRefinedRefinedRefinedOrder of Magnitude EstimateProducedOptions EstimateProducedRefinedPreliminary EstimateProducedInitial EstimateProducedDeveloping EstimateProducedFinal EstimateProducedCost to Complete EstimateProducedRefinedRisk Management PlanProducedUpdatedUpdatedUpdatedUpdated UpdatedUpdatedRisk

2 RegisterProducedRefinedRefinedRefinedRef inedRefinedRefinedQualitative Risk AssessmentProducedUpdatedUpdatedUpdatedU pdatedEconomic Assessment Report ProducedRefinedRefinedRefinedRefinedRege neration ReportProducedAppraisal Summary TableProducedRefinedRefinedRefinedRefine dRefinedTraffic Data Collection ReportProducedTraffic Forecasting ReportProducedRefinedRefinedLocal Model Validation ReportProducedRefinedRefinedBusiness CaseProducedReviewedReviewedRefinedRevie wedInvestment SubmissionProducedProducedProducedProduc edProducedProducedValue Management PlanProducedProducedUpdatedUpdatedUpdate dUpdatedUpdatedUpdatedValue Opportunities and Decision RegisterProducedProducedRefinedRefinedRe finedRefinedRefinedRefinedValue Management Workshop ReportProducedProducedProducedProducedRe viewedProducedReviewedProducedScheme Assessment ReportProducedTechnical Appraisal ReportProducedReport on Public ConsultationProducedPreliminary DesignProducedPre-construction DesignProducedAs-Built DocumentationProducedRefinedHazard Log and Hazard Log Report ProducedUpdatedUpdatedUpdatedSafety

3 PlanProducedUpdatedUpdatedReviewedReview edSafety Report ProducedUpdatedUpdatedUpdatedOperating Regime ProducedRefinedRefinedTelecommunications Requirements ProducedRefinedRefinedUpdatedRCC Technology and Capacity Implications ReportProducedRefinedUpdatedTOS Training Requirements (MM Only)ProducedSite Data Change RequestProducedRefinedUpdatedUpdatedCode of Connection ProducedUpdatedApplications for Roadside Electricity Connections (Exit Points) (formerly Electrical Supply Orders) ProducedRefinedReviewedCompliance Strategy ProducedRefinedUpdatedImplications on Core Responders (MM Only)

4 ProducedRefinedChange Request LogProduced*Produced*Produced*Produced*P roduced*Produced*Produced*Change Request FormProduced*Produced*Produced*Produced* Produced*Produced*Produced*Exception ReportProduced*Produced*Produced*Produce d*Produced*Produced*Produced*POPE ReportProducedEnd of Stage ReportProducedProducedProducedProducedPr oducedProducedProduct ChecklistProduced*Produced*Produced*Prod uced*Produced*Produced*Produced*Produced *Project Management PlanProduced*Updated*Updated*Updated*Upd ated*Updated*Updated*Project ScheduleProduced*Refined*Refined*Refined *Refined*Refined*Refined*Regular ReportingProduced*Produced*Produced*Prod uced*Produced*Produced*Produced*Stage Gate Assessment CertificateProduced*Produced*Produced*Pr oduced*Produced*Produced*Produced*Projec t Closeout ReportProducedLessons Learnt LogProducedUpdatedUpdatedUpdatedUpdatedU pdatedUpdatedLessons Learnt ReportProducedProject Level Procurement StrategyProducedReviewedReviewedReviewed ReviewedTechnology Procurement Strategy Incl.

5 Bulk Purchase ProducedRefinedRefinedPre-construction InformationProducedRefinedF10 Notification of Construction ProjectProducedUpdatedConstruction Phase PlanProducedUpdatedHealth & Safety FileProducedUpdatedUpdatedUpdatedUpdated UpdatedMaintenance and Repair Strategy StatementProducedRefinedRefinedRefinedSc heme Asbestos Management PlanProducedReviewedRefinedReviewedRevie wedStatement of IntentProducedPreliminary Sources StudyProduced Ground Investigation ReportProducedGeotechnical Design ReportProducedGeotechnical Feedback ReportProducedEarly Structures Notification Form ChecklistProducedStructures Options Report ChecklistProducedReviewedApprovals in Principle ChecklistProduced**Produced**Design & Check Certificates ChecklistProducedProducedConstruction Compliance Certificate ChecklistProducedPublic Consultation StrategyProducedPublic Consultation LeafletProducedPublic Consultation Publicity ChecklistProducedPublic Consultation Exhibition ChecklistProducedStatement of Results of Public Consultation ChecklistProducedNotification of Prejudicial Development (TR111)

6 ProducedSection 85 NoticeProducedImpact Assessment (Controlled Motorways only)ProducedConsultation Document for Statutory Instrument (MM Only)ProducedStatutory Instrument and Explanatory Note (MM Only)ProducedOrders RequirementProducedReviewedDraft OrdersProducedMade OrdersProducedOrders Publicity ChecklistProducedProducedProducedExchang e Land Certificates & Planning ConsentsProducedRefinedProducedDraft Orders Exhibition ChecklistProducedNotice(s) to Treat & EnterProducedSection 52/53 ProducedStatement of Community ConsultationProducedEIA Screening and ScopingProducedRefinedPre-application ConsultationProducedRefinedPre-applicati on Consultation Report ProducedRefinedPINS Exchange Land CertificateProducedDCO Requirements and ChecklistProducedApplication and Draft Development Consent OrderProducedPINS FeesProducedPINS Publicity ChecklistProducedOtherNoticesPart 1.

7 Noise and Road Opening NoticesProducedProducedRoad Safety AuditProducedProducedProducedProducedDep artures from Standards ChecklistProduced**Produced**Produced**P roduced**Produced**Produced**Implementat ion Report For New StandardsProduced**Produced**Produced**P roduced**Produced**Produced**Communicati onsCommunications PlanProducedUpdatedUpdatedUpdatedUpdated UpdatedArrange Public InquiryProducedProgramme Public InquiryProducedDocumentation for Public Inquiry ChecklistProducedHandling Objections for Public InquiryProducedObjectors' Costs for Public InquiryProducedStatement of Case and Evidence for Public InquiryProducedPINS Preliminary Meeting and Hearing ProducedDecision ProcessProducedProducedPINS Publicity ChecklistProducedProducedPINS FeesProducedProducedObjectors' Costs following a PINS HearingProducedPINS Notice(s) to Treat and EnterProducedContract DocumentsProducedProducedStatutory Undertakers EstimateProducedRefinedRefinedRefinedCiv ils Maintenance (MAC/ASC) Handover Documentation & CertificateProducedReviewedTechnology Maintenance (Technology Maintainers)

8 Handover Documentation & CertificateProducedReviewedOperational (RCC) Handover Documentation & CertificateProducedReviewedHandover Schedule ProducedRefinedTechnology Commissioning Plan ProducedRefinedRefinedUpdatedPermit to Connect ProducedRefinedUpdatedPlan for Monitoring Operations (MM Only)ProducedUpdatedTraffic ManagementTraffic Management PlanProducedRefinedRefinedRecord and Notice of Environmental DeterminationProducedAssessment of Implications on European SitesProducedRefinedRefinedEnvironmental Assessment Report (including Environmental Scoping Report)ProducedRefinedRefinedRefinedEnvi ronmental Statement (including Non Technical Summary)

9 Produced* undertaken as part of Project Controls Processes** If requiredMM Only PRODUCT only applicable to Managed Motorway projectsPCF PRODUCT MATRIX VERSION 22 - 27 March 2013 NetServ ApprovalsEnvironmentalWorksProcurementPu blic Inquiry (Pre PINS) Projects below the threshold for a nationally significant infrastructure project to follow these processesManagingChangeProject ManagementHandoverStandards& SpecificationPublicConsultationHealth & SafetyProcurement PINS Hearing, Decision and Post Decision Nationally significant infrastructure projects to follow these processes PINS Development Consent Process Nationally significant infrastructure projects to follow these processesOrders (Pre PINS)

10 Projects below the threshold for a nationally significant infrastructure project to follow these processesSpecificationRequirements & DesignBusiness Case & FundingValue ManagementPCF PRODUCT MATRIX VERSION 22 - MARCH 2013 CostEstimatingRiskSco