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Franchisee Self-Build - Roles & Responsibilities

DPG PM / Acquisitions Surveyor Franchisee Principal Designer Principal Contractor
(As defined under the CDM Regulations 2015)

NSC Approval Carry out pre-acquisition site visit and prepare
report / schedule of condition as required.
Formulate schedule of recommended
Landlord’s / enabling works to be completed
prior to occupation.
Obtain early utilities information relating to
electricity, gas and water.

Cost Sheet Approval Monitor and maintain project expenditure Agreement of project expenditure via
within limits of franchisee cost sheet sign off. approval of cost sheet(s)

Organise appointment(s) for surveys and Provide attendance at site visits by utilities Ensure client is aware of his responsibilities Where appointed, provide attendance at
Instructions installation of utilities / connections / meters, companies as required. site visits by utilities companies as required by
plus supply contracts (where applicable). Provide specific H&S advice franchisee.

Place orders and organise appointment(s) for Provide attendance at site visits by BT Ensure a project brief and key activities are Where appointed, provide attendance
surveys and installation of telephone lines. personnel as required. issued to the project team at site visits by BT personnel as required by
franchisee.
Where applicable: Agree content of the H&S File

- Commission an asbestos survey report Where applicable, liaise with DPG Project Liaise with the design team and review all
(refurbishment & demolition) Manager to close out relevant action points available pre-construction information.
from any surveys / reports as required. Undertake review of preliminary drawings
- Meet Structural Engineer on site to discuss (Early Design Review Assessment) and report
project works. Arrange for provision of Appoint a Principal Designer in writing findings to the project team and liaise with
structural design details and calculations to the designer prior to the OSBM.
Architects, Contractors and Building Control. Comply with all ‘Client’ duties which will fall to
the franchisee under CDM Regulations 2015. Advise the Client and Project Team of any
- Meet Party Wall Surveyor on site to discuss outstanding surveys/reports for the premises
project and provide feedback on proposals Ensure that for all projects: that are required
to appointed Architects, Contractors,
Consultants - a Principal Designer is appointed Issue the initial Principal Designer Risk Register
- a Principal Contractor is appointed
- Commission CCTV drainage survey (where - appropriate time and resources are
not provided by Landlord / Developer). allocated
Subject to survey findings and agreed lease - welfare facilities are provided.
terms, DPG will action or provide further
advice to he franchisee in relation to any In order to familiarise yourself with your
works required. responsibilities, further guidance on Client
duties can be found here.

Recommend Principal Designer to Franchisee A checklist is also available here.
Organise OSBM and arrange access via Attend OSBM and provide comments on Attendance at OSBM Where appointed, contribute to review of
On Site Briefing Meeting Landlords / agents / other. initial preliminary layout preliminary layout and consider physical
Complete Early Site Visit Review Report and constraints of site.
Present schedule of recommended Discuss budget costs and agree staged issue to the project team
Landlord’s / enabling works to be completed payment terms with contractor (if present) Discuss budget costs and agree staged
prior to occupation for discussion and Liaise with the architect regarding H&S issues payment terms with franchisee (see tender
agreement with franchisee. identified with the design during the OSBM. below)
Design out significant risks and record
remaining residual risk on the PD Risk Register

Advise client on remaining residual design
risks and information not being provided from
other designers
Prelim Layout Approval Design & build team / operations to review Written approval of final preliminary layout Plan, manage and coordinate the pre-
layout and offer comments / approval following OSBM to confirm design freeze. construction phase relating to all Health &
Safety matters
Consider Health & Safety at Work Act with
regard to provision of staff WCs. Compile the Pre Construction Information

Consider Equality Act 2010 with regards to Issue Pre Construction Information to the
provision of access / inclusive design and project team
extent of reasonable adjustments.
Ensure co-ordination between designers

Update Principal Designer Risk Register
Continue process throughout the project

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