CPSP 130 Commercial data Standardisation and Management Support

Estimate Data review and Standardise Non-RIS2 schemes estimates' data cleanse and migration from old tracker to MP estimates database. 1) Understand data journey made over the last couple of months and the processes currently in place for MP estimates. 2) Normalise data for the ~1.4k lines of MP estimates logged on the superseded excel tracker not currently in the MP Estimates database. 3) Sift out technical notes (ad hoc requests) and OD estimates from tracker. 4) Obtain RET extracts from SHARE or specific location on shared drives. 5) Make necessary changes to the RET collation tool to allow analysis of older versions of RETs. 6) Collate RET information from all sources RETs. 7) Validate line entries against corresponding RET information. 8) Batch import estimates information into current MP Estimates database. Notes / caveats: a) Where it is not possible to get source data (release email, RET, Form200, Form300) it will not be possible to validate the line entry. In this case, the entry will be submitted to the database 'as is' following the data normalising exercise. b) There will be a requirement to liaise with Jane Searle for the sourcing of information from the commercial services division mailbox. c) On obtaining estimates information: i) This does not include sifting through CE folders on shared drives with a view to source RETs (or indeed peer reviews, Form200s and Form300s). ii) If associated files are not available on SHARE or a specific location on the shared drives then we will be unable to import this in the database, and therefore will not be able to validate line entries.

iii) If associated files are stored as hard copies within the office we will not be able to validate the estimate information on the estimates tracker. MP Estimate Data 1) MP Estimates database (continued): a) Make the necessary changes to the database and dashboard that have been requested. b) Develop database and dashboard further to include ability to capture and report on technical notes. c) Updating guidance and continual support for estimating Co-ordinator. 2) Draft Scheme Budget Setting: a) Work with HE CP to understand requirements b) Implement reporting solution for the tracking of estimates and budgets c) Develop dashboard for viewing budget setting information. 3) OD CP reporting solution: (separate workstream) a) Manage solution delivery: oversee exercise and provide guidance for technical analyst responsible for solution design and implementation. b) Provide support as and when needed. 5) Ad hoc support for Cost Planning team. Estimating data Pipeline The CPT require a better forward view of their pipeline of estimating work. Current management is reactive and there is a requirement to move to a proactive position to enable better planning and organisation of the team to take place. 1) Understand the data available and produce a tracking schedule/plan 2) Specify and develop engagement plan 3) Obtain stakeholder buy in and agreement of solution by