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Extract from WS Atkins Proposal
Introduction
Built in the thirteenth century, Whittington Castle was defended by a moat
and furnished with a castellated gatehouse. The site is a Scheduled Ancient
Monument and today, although much of the fabric is lost, it is of national as
well as local importance. However, as the Castle Studies Group has recently
highlighted, Whittington Castle is on the English Heritage Monuments at Risk
Register. Repair and conservation is required if further deterioration is to be
avoided.
In addition to the remains of the castle and its attendant gatehouse, other
built structures include the timber framed cottage attached to the back of the
gatehouse and a modern toilet block. The site also includes the remains of the
medieval earthworks which formed the moat and outer defences. Standing adjacent
to one of the main routes through Whittington, the castle is a highly visible
monument and has considerable potential as a visitor site as well as a local
amenity. The full potential remains to be realised however.
Therefore in addition to essential repairs and conservation of the fabric,
pro-active, forward thinking measures need to be taken so that the experience of
visiting and using the site can be enhanced. Thus issues of access, both
intellectual and physical need to be addressed so that people of all abilities
can get on the site or key parts of it. Once there, arrangements need to be made
so that the site can be understood as an individual monument and within its
setting.
Conservation thinking now favours an holistic approach to the understanding
and management of sites. Thus all attributes which lend the site its
significance might be considered. These will include archaeological and
historical importance but might also include other elements such as ecological
assets, educational potential and community or amenity value. The challenge may
be to reconcile the needs of competing elements but attention to the variety
which the monument embodies will help to ensure that it continues to be a
"living" site.
The key to effective long-term conservation is to maintain a site in
appropriate use. The selection of an appropriate use must be based, not only on
the viability or business case but also on its ability to meet and maintain the
above aspirations for the site. Moreover the identification of an appropriate
use must be based on an understanding of the way the site is currently used. The
vision and aspirations of various user groups, be they owners, managers,
heritage specialists, tourists or local residents, must be addressed.
Team Structure
We have drawn together specialists to form an enduring
bespoke project team. Where necessary the project, can also call on the wide
range of other disciplines within WS Atkins. Within each discipline, the work
will be undertaken and managed by appropriately qualified individuals. However
the aim is to deliver an integrated interdisciplinary approach, which reflects
the variety which is embodied within the Whittington Castle site.
The users of Whittington Castle and those charged with its
care must form part of the team, not least because they will have particularly
relevant and local knowledge. Although they may not be involved in the
day-to-day detailed work, they will play a crucial role in helping to define the
scope of the Project. We applaud the appointment of a Project Co-ordinator. This
"owner" of the project on the client side will be essential for its
success, keeping abreast of the project and helping to maintain liaison between
all parties.
Within WS Atkins the project will be led by an archaeologist
who is experienced in forming and managing multi-disciplinary teams as well as
delivering projects which help to manage historic places. This will ensure that
heritage considerations and commitment to the ethos of the Preservation Trust
continue to underpin the activities of the project.
General Approach
As well as our technical expertise in the relevant disciplines we will bring
the following qualities to our activities throughout the project:
 | sympathy with heritage and conservation issues |
 | our expertise in the now widely adopted Conservation Plan approach to the
understanding and management of the heritage significance of the site |
 | an holistic and interdisciplinary approach to managing the complexity of
the project and delivering an integrated service effective project
management and clearly defined deliverables |
 | communication and consultation with the client group and interested
parties |
 | flexibility and responsiveness to client and local community needs |
 | our enthusiasm for the site and the aims of the Preservation Trust and
desire to motivate others for the benefit of the Programme's aims our drive
and commitment to the completion and delivery of the project. |
The project team will be based at WS Atkins' head office in Epsom so that
regular team meetings can be held and where in addition to the principal
disciplines, related professionals will be on hand when necessary. However we
have offices throughout Great Britain and we have made arrangements with our
Telford office to set up a temporary project office there, if this proves
necessary.
Method Statement
Phase 1 - Mobilisation
 | Finalise brief and programme with client Acquire existing historic,
condition and survey information. |
 | Set up consultations and arrangements for Phase 2 |
Deliverables of Phase 1 - Appointments for consultation. Agreement of brief
and programme.
Phase 2 - Intensive site survey
All the team will visit site over a period of one week, with the aim of
ensuring that where possible, as many team members are on site at the same time,
to enable crossfertilisation of ideas and expertise and to ensure that there are
no gaps left in the survey information. Consultations will take place during
this time, ideally (and weather permitting!) on site, which will enrich the
details of the survey information. The following tasks will be undertaken:
 | Assessment of the character, significance and potential of the site, its
setting and its constituent features 0 Identification of current uses, not
only by observation during the survey but also by questioning local users
and those familiar with the day to day life of the site within the client
team and consultees |
 | Assessment of the need for urgent repairs. Here the definition of urgent
repairs are those works which are essential to arrest rapid decay, prevent
catastrophic failure of safeguard the building from an immediate risk of
rapid decay or structural failure. |
 | A review of tourism data at County, District and Heart of England Tourist
Board level. |
 | A review of tourism trends and existing policy and strategy &
Consultations with tourism staff and others to determine the policy context |
 | A review of potential market sectors including assessing the size of each
market and the potential penetration into each sector |
 | A review of visitor numbers to other attractions in the region |
 | Gathering of information for potential new uses |
 | Consultations with the client and consultees |
Deliverables of Phase 2 - Completion of all necessary survey and
consultation.
Phase 3 - Analysis and option study
Back at our offices the survey and background information will be analysed in
order to determine what is important about the site, what works are necessary to
enhance or maintain that importance, and to define options for uses which would
help to maintain or enhance the significance. The tasks will be directed to
preparing findings and text for items within Appendix G of the Brief. All
disciplines will be involved and team meetings will take place, not only to
ensure consistency of approach but to make the most of
"brain-storming" exercises. Towards the end of this process our
project manager (Janet Miller) will meet the client team to discuss progress as
well as the preliminary findings of this phase. In addition a standing
invitation will be made to the client to any of the team meetings at the WS
Atkins' offices. The following tasks will be undertaken.
 | Definition of the importance of the site, identification of those elements
of the site and the setting for retention, enhancement, removal and
proposals for alternatives |
 | A specification for urgent repairs |
 | Sketch survey drawings |
 | Preparation of a gazetteer of features and elements of the site |
 | Market projections, identifying visitor characteristics, needs and
requirements, spending patterns, seasonality etc, |
 | Option study for new uses, rough costs and sketch business plan |
 | Production of profit and loss statement over 5 years based on projected
visitor numbers |
 | Outline economic and financial management |
 | Meeting with the client |
Deliverables of Phase 3 - Preliminary site characterisation and assessment of
importance, specification of urgent repairs, completion of tourism appraisal, a
number of outline options. Presentation of preliminary findings to client.
Phase 4 - Preparation of Scoping Study client report
After agreement with the client regarding the findings of Phase 3, the
Scoping Study will be prepared according to the model outlined in Appendix G of
the Brief. We understand that Scoping Study will form the technical information
of a Feasibility Study which is to be prepared by the Trust. A number of the
items within the model therefore may be best prepared by the client. For
clarity, the list of contents of the Feasibility Report is presented in Table 1
and those items to be partially or fully completed by the Trust are indicated.
Three drawings will be prepared using the sketch baseplan drawing showing:
 | The current site and its principal features |
 | Analysis of the site, problems, constraints and potential |
 | Sketch masterplan for the chosen option |
These will be augmented by selected detail sketches and photographs.
Deliverables of Phase 4 - the Scoping Study and accompanying illustrations.
Table 1 sets out those elements of the Architectural Heritage Fund model which
will be delivered.
Phase 5 - Production of final Feasibility Report and Public Exhibition
Following recent telephone discussions with the project
coordinator, regarding items 8 and 9 of the Consultants Brief, the Scoping Study
will be presented as a client report only, in a basic and plain format.
Resources will be conserved so that, having been finalised by the Trust, we will
use the facilities within WS Atkins to produce an illustrated and attractive
Feasibility Report on behalf of the Trust. One draft will be prepared for
approval by the client before the required 12 final copies are produced. A
sketch costplan of the chosen option will be prepared. The three plans prepared
in Phase 4 and appropriate detail illustrations will be enlarged and mounted for
public exhibition.
Deliverables of Phase 5 - Feasibility Report and material for public
exhibition. Sketch business plan.
Programme We aim to complete the project within a short period of intense
activity, in order to maintain momentum as well as to use resources most
efficiently.
Phase 1 - one week
Mobilisation
Phase 2 - one week
Intensive survey
Phase 3 - two weeks
Analysis and option study
Phase 4 - two weeks
Preparation of Scoping Study client report
Phase 5 - two weeks
Production of Feasibility Document
and Public Exhibition
Assumptions within our method and fee proposal
In order to make the most of the budget for the project,
while ensuring that all the items which are required by the final feasibility
study can be achieved, the following assumptions are made within our fee
proposal:
 | Measured and topographic survey will not be undertaken. Readily available
drawings or plans will be used to generate a sketch baseplan. &
Dedicated material for public exhibition (item 9 in 3.3 of the Brief) will
not be prepared. Rather the illustrations for the Scoping Study and
Feasibility report will be prepared to a quality such that copies can be
enlarged for public exhibition. |
 | For the public exhibition or meeting (item 9 in 3.3 of the Brief) one
member of the WS Atkins Heritage team will attend one event. |
 | The Trust will arrange and publicise the public exhibition or meeting. |
 | Any tasks which arise as a result of a public exhibition or meeting will
not form part of this commission. |
 | The services of the Trust's Valuer will not be included in our tasks. |
 | Other than the production of the Feasibility Report, no additional
technical input will be required for item 8, in section 3.3 of the Brief |
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