Project Support Templates

The Programme Management Office has created a set of document templates to assist with capital development project management.

Papers and Business Case Templates

• UCL Business Case Template
• Paper Template - Proposals
• Paper Template - General Paper
• SMP Under £250k Paper Template
• SMP Briefing Note Under £50k

Stage Gate Documents

• PMO_CDM_form_2

  PMO_CDM_form_2

• PMO_Asbestos Survey

  PMO_Asbestos Survey

• PMO_Communication Requirements Template

  PMO_Communication Requirements Template

• PMO_Facilities Requirements

  PMO_Facilities Requirements

• PMO_Fire Safety Requirement Stage Gate 2-6

  PMO_Fire Safety Requirement Stage Gate 2-6
• PMO_Handover Checkilst CH1

• PMO_Handover Checklist CH3

  PMO_Handover Checklist CH3

• PMO_Logistic Requirements Template

  PMO_Logistic Requirements Template

• PMO_Pedestrian and Traffic Flows Requirements Template

  PMO_Pedestrian and Traffic Flows Requirements Template

• PMO_PEP

  PMO_PEP

• PMO_Project Finance Tracker

  PMO_Project Finance Tracker

• PMO_Project Insurance Form

  PMO_Project Insurance Form

• PMO_Project Interface Requirements Template

  PMO_Project Interface Requirements Template

• PMO_Property Checklist

  PMO_Property Checklist

• PMO_RASCI Matrix Template

  PMO_RASCI Matrix Template

• PMO_Risk Register Template

  PMO_Risk Register Template

• PMO_Stage Gate Checklist (Capital)

  PMO_Stage Gate Checklist (Capital)

• SMP Stage Gate Checklist

  SMP Stage Gate Checklist

• PMO_Stakeholder Review Summary

  PMO_Stakeholder Review Summary

• PMO_UCL Soft Landings

  PMO_UCL Soft Landings

• PMO_Value Engineering

  PMO_Value Engineering

Board and Meeting Templates

• Agenda for Pre-Contract Meeting Template

  Agenda for Pre-Contract Meeting Template

• Committee Paper Template

  Committee Paper Template
  (Sharepoint Link. Access required)

• PRG Coversheet

  PRG Coversheet
  (Sharepoint Link. Access required)

• Project Board ToR Template

  Project Board ToR Template

• SG-Review Agenda SG5a

  SG-Review Agenda SG5a

• SG-Review Large Project Agenda SG2

  SG-Review Large Project Agenda SG2

• SG-Review Large Project Agenda SG3

  SG-Review Large Project Agenda SG3

• SG-Review Large Project Agenda SG4

  SG-Review Large Project Agenda SG4

• UCL Committee Paper Coversheet Template CAPITAL

  UCL Committee Paper Coversheet Template CAPITAL

• UCL Committee Paper Coversheet Template SMP

  UCL Committee Paper Coversheet Template SMP

Reporting Templates

• Change Control Template

  Change Control Template

• Fact Sheet Template

  Fact Sheet Template

• Lessons Learned Log

  Lessons Learned Log

• UCL Dashboard Report Template

  UCL Dashboard Report Template

Sustainability & Safety

• Carbon Appraisal Tool Template
• Contractors RAM review

• Safety tour report template (doc)

  Safety tour report template (doc)

• Construction site safety inspection form (doc)

  Construction site safety inspection form (doc)

• Simple site inspection form (xlsx)

  Simple site inspection form (xlsx)
• CPP checklist - template

• CPP Assessment and Assurance Tool for Project Managers

  CPP Assessment and Assurance Tool for Project Managers

• Pre-construction Information Template

  Pre-construction Information Template

• Principal Designer Report Template

  Principal Designer Report Template

• Safety Questionnaire Design & Build Contractor (CDM Form3)

  Safety Questionnaire Design & Build Contractor (CDM Form3)

• Safety Questionnaire Designer (CDM Form3)

  Safety Questionnaire Designer (CDM Form3)

• Safety Questionnaire for Contractors (CDMForm3)

  Safety Questionnaire for Contractors (CDMForm3)

• UCL Design & Hazard Risk Register

  UCL Design & Hazard Risk Register

Guidance Documents

• Business Case Guidance (Capital)

  Business Case Guidance (Capital)

• Business Case Guidance (SMP)

  Business Case Guidance (SMP)

• Change Control Process

  Change Control Process

• Defect Reporting Process

  Defect Reporting Process

• Lessons Learned Template

  Lessons Learned Template

• Monthly Reporting Guidance

  Monthly Reporting Guidance
  (Sharepoint Link. Access required)
• PMO Filing Convention

• RAG Status

  RAG Status

• RIBA Plan of Work 2013 - Overview

  RIBA Plan of Work 2013 - Overview
  (Sharepoint Link. Access required)

• SMP Stage Gate Overview V1.0

  SMP Stage Gate Overview V1.0

• Stage Gate Overview V1

  Stage Gate Overview V1

• Tendering Process

  Tendering Process
  (Sharepoint Link. Access required)

• Zone Map

  Zone Map
     
• Project Procedures

Miscellaneous

• Letter Template (Sharepoint Link. Access required)
• Out-of-hours form

• Pricing Schedule For Contractors

  Pricing Schedule For Contractors

• PMO_Expression of Interest Template

  PMO_Expression of Interest Template
• UCL Estates Powerpoint Template (Sharepoint Link. Access required)