1. development through partnership Infrastructure Delivery Management Toolkit: 2010 Edition Delivery Process 1: Portfolio Management Infrastructure Planning: The U-AMP Sonny Schmidt 1

2. DP1: Portfolio Management DP1-1 Infrastructure PlanningDP1-2 Programme Management Develop U-AMP (including prioritised MTEF works list) Develop C-AMP (including work plans) Manage Implementation Develop/review IPMP DP2: Project Management DP2-1 Planning (Develop IPIP) DP2-2 Design DP2-3 WorksDP2-4 Close Out Package prep Package definitio n Works plannin g Design develop t. MFC Info Con/Del works Handovr works Project Close Out G3 G4G5G6(a)G6(b)G7G8 P C2 P C3 P C4 a P C5 P C4 b DP3: Operations & Maintenance DP3-1 Recognise & accept assets DP3-2 Mobilisation for Facilities Mgt DP3-3 Operations DP3-4 Maintenance DP3-5 Demobilise Facilities Mgt Prov Infr Strat G1(a) G2 G1(b) Dev Proc Strat P C1 PF1. 4 PF1. 3 PF2. 1 PF2. 2 PF2. 3 PF3PF4 PF5 PF1. 4 PF1. 3 PF2. 1 PF2. 2 PF2. 3 PF3PF4 PF5 PF1. 4 PF1. 3 PF2. 1 PF2. 2 PF2. 3 PF3PF4 PF5 T1T2 Update Asset Register G8 The IDMS

3. User and Custodian Portfolio Management Outputs User organisations Custodian organisations  U-AMP  Construction procurement strategy  IPMP  Organisation and Support plan  Monitoring reports  Recommended actions  C-AMP  Work Plans  Organisation and Support plan  Monitoring reports  Recommended actions 3

6. 6 Infrastructure Planning Methodology

7. Basic 3 Gaps to be determined: Space Gaps Utilisation Gaps Functional Gaps Condition Gaps Efficiency Gaps Other Gaps: Capacity gaps Funding Gaps

8. Project Cost Estimating & Budgeting SCOA: Category of Expenditure: –Capital: Acquisition (new, additions) Upgrading, Alterations, Conversions Renovation, Refurbishment (Rehabilitation) Disposal –Current: Routine maintenance Staff, systems Based on Life Cycle Costing 8

9. Life Cycle Costing (1) All costs (estimated & actual) over the life cycle of an asset are taken into consideration in order to make future decisions about the asset. Includes: – capital e.g. initial acquisition cost and future upgrades, –rehabilitations –operations and maintenance 9

10. Life Cycle Costing (2) 10

11. Estimate for new infrastructure asset 11

12. Portfolio Budget build up 12

13. “Programme View” of Budget 13

14. The Need for Budget Revision Project Budget –The “Control” Budget? Financial Year Budget: Demand for work exceeds available fund: –Re-schedule work –Apply robust Prioritisation Criteria –Document prioritisation decisions 14

15. Budget Revision due to Progressive Improvement of Cost Estimates Cost estimating through the Project Life Cost Estimate NameGateway Process stage ConceptualInfrastructure Planning Pre-feasibilityPackage Preparation Preliminary (Feasibility)Design Development TenderDesign Documentation DefinitiveWorks FinalClose Out 15

16. Alignment of Budget and Infrastructure Planning Cycles (1) Expenditure characterised by spike (hockey stick!) Resulting in: –Roll over of funds –Over expenditure –Value not achieved –Incorrect services procured Cabinet approved framework (2007) –Allows for due process to take place 16

17. Alignment of Infrastructure Planning and Budgeting (1) 17

18. Summary: Infrastructure Planning User:  U-AMP (G1a)  Consider service delivery mandate  Infrastructure required (“Gaps”)  Life cycle costs  Collaboration with custodian 18

19. 19 Thank you