The Project Execution Plan (PEP) is a critical construction phase master file which the Project Director is required to maintain throughout the construction period.
It incorporates and will build upon the Project Initiation Document (PID), Outline Business Case and Full Business Case developed and approved earlier in the project lifecycle. (See Programme and Project Organization and Business Case Section for further details).
The PEP will be updated to reflect work to date and proposed agreement to be made between the client and construction supply chain.
This provides a detailed checklist of specific tasks to be undertaken by the Project Director.
Figure 3 – Project Director Tasks for Project Execution Plan
| Item | Tasks | Transfer PID / OBC / FBC Sections | New Section Gateway 3 | Date Completed |
| 1 | Brief Description of Project |
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| 2 | Aims and Objectives of PEP |
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| 3 | Procedures for updating the PEP |
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| 4 | Project organisation structure construction supply chain |
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| 5 | Project reporting structure |
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| 6 | Strategic Brief |
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| 7 | Risk Management strategy |
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| 8 | Value management report / option appraisal report |
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| 9 | Site & Buildings Development Plan |
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| 10 | Risk Register and latest Risk Analysis |
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| 11 | Budget, latest cost report and cash flow |
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| 12 | Whole life cost option appraisal reports |
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| 13 | Outline schedule of key meetings and workshops |
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| 14 | Copies of key permission documents |
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| 14 | Copies of key permission documents |
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| 15 | Change management procedures and control systems |
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| 16 | Site investigation |
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| 16 | Site investigation |
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| 17 | Equipment / building co-ordination |
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| 18 | Full Project Brief |
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| 19 | Design freeze dates related to milestone activities |
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| 20 | Brief and design development review report |
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| 21 | Quality management plan and Design Quality Indicatorsa |
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| 22 | Health and Safety File |
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| 23 | Patient, Staff & Public Relations procedures |
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| 24 | Pan of occupation |
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| 25 | Planning for Post Project Evaluation |
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| 26 | Outline Business Case |
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| 27 | Full Business Case |
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Further information:
Scottish Government Construction Procurement manual – Section 2 – Value
for Money; Annex 5 – Project Execution Plan and;
PROCODE Section 1.6 and 1.6.1.