Contracting authority: from defining needs to acceptance of works

Whatever the scale of the works to be undertaken on a heritage site, the stages and obligations are complex and numerous, requiring great rigour and precise management within the framework of public procurement contracts.

  • GT

  • 9.30am - 5.30pm

  • 3 days

  • Please contact us for a quote
  • Owners, directors and managers of public and private heritage sites
    Worksite manager
    Project management assistant
  • Please contact us for more information at cmn.institut@monuments-nationaux.fr

  • Face-to-face training

  • Basic knowledge of heritage site management

  • CONTACT US

Objectives - Target skills

Note: this course is adapted to the French regulations. If you are still interested in this topic, please contact us.

  • To be familiar with the regulatory and operational stages and their timing in the implementation of works on a heritage site
  • Be familiar with the site's contacts and partners
  • To cover the fundamentals of public procurement

Detailed programme

Note: this course is adapted to the French regulations. If you are still interested in this topic, please contact us.

UPSTREAM OF THE PROJECT

  • Programming (definition of needs and objectives, analysis of the state of health and prioritisation)
  • Preliminary work for the project management team (feasibility studies, all necessary diagnostics)
  • Choice of project manager and other engineering bodies
  • Recruitment of service providers and award of contracts under the MOP law
  • Role and definition of commissions (health, safety and security coordination), inspection office and SSI (fire safety system) coordinator tasks
  • Pre-works risk analysis

FROM PROJECT DEFINITION TO LOT AWARD

  • From the preliminary design studies to the tender documents - Definition of deliverables and compilation of essential elements for the tender - Pre-works diagnostics
  • Taking account of the various prior authorisations (application for authorisation to work on a historic monument, planning permission and the system of exemptions
  • Consultation with contractors

THE WORKSITE AND ITS HANDOVER

  • Site governance
  • Management of ongoing contracts
  • Acceptance of works (formalities, reservations and their removal, taking possession of the premises, safety inspections)
  • Closing the project - Closing the contracts
  • Completion guarantee, equipment guarantee, ten-year guarantee

Methods & Procedures

TEACHING METHODS AND TOOLS

  • Case study: operational phasing
  • Tool sheet
  • Glossary

ASSESSMENT METHODS

  • Knowledge multiple choice questions

SPEAKERS

Two specialists from the Department for the Conservation of Monuments and Collections