1 Introduction 1.1 This plan outlines our organisation’s current use of information and communication technology (ICT), future goals for the use of ICT and key issues to be addressed over the next [state how many years your ICT plan will cover, usually two to five] years. 1.2 ICT plays an important role in facilitating services for clients, eg by: 1.2.1 [ensuring that we can communicate with clients in a manner that best suits their needs]; 1.2.2 [enabling us to respond promptly to clients, eg using email]; 1.2.3 [allowing clients to check on the status of their matter using our secure portal]; 1.2.4 [allowing us to offer some services out of normal hours]. 1.3 Our organisation’s key business objectives are set out in our business plan, which is located [insert details of location, eg on our intranet]. The aim of our ICT plan is to support the business plan by improving: [—[financial management]] [—[time management]] [—[delivery of services to clients]] [—[accessibility to services]] [—[client records]] [—[communication with clients]] [—[accessibility in the workplace]] [—[office administration]] [—[staff development]] 2 Responsibility and key personnel 2.1 The person with overall responsibility for this plan is [insert name]. 2.2 The key personnel involved in developing, executing and maintaining this plan are as follows:

This Precedent ICT plan—checklist is designed to help you determine whether you have the systems in place to create and maintain an effective information and communication technology (ICT) plan. It should be read in conjunction with additional guidance and Precedents in subtopic: ICT plan. Required document or action Compliant? Actions required (if any) Have you:—appointed a person to take overall responsibility for your information and communication technology (ICT) plan?—drawn up list of key personnel involved in developing and executing the ICT plan?See Precedent: ICT plan. ☐ Yes☐ No Insert any actions identified or comments you wish to make about your organisation’s arrangements Have you evaluated the organisation’s existing ICT resources?See Precedent: Schedule of

1 General information Date of review Person(s) conducting review [Insert date] [Insert name(s)] 2 Review and findings Have any of your organisation’s key business objectives changed in a way that will impact the aims of your ICT plan? ☐  Yes (set an action point at 3 below to update the ICT plan)☐  No Does your organisation’s ICT plan accurately reflects all other related policies and documents? ☐  Yes ☐  No (set an action point at 3 below) Is your Schedule of key ICT contacts up to date? ☐  Yes ☐  No (set an action point at 3 below) Does your Schedule of current

This Precedent ICT (information and communication technology) risk assessment and risk management plan can be used to record the risks associated with any proposed ICT development and how those risks will be managed. It has been pre-populated with examples, which you can delete. To the extent any specific risk management measures are required, documenting these will help to ensure progress can be assessed

This Precedent Information communication technology (ICT) action list can be used to list all ICT actions that are planned for the current and future financial years, eg the purchase of new laptops or any website developments. Please click for the Precedent ICT

Following publication of the Conditions of Contract for Process Plants for Lump Sum Contracts in 1968, the Institute of Chemical Engineers (IChemE) in 1976 published a reimbursable form of contract known as the 'Green Book'. Second and third editions of the Green Book were published in 1992 and 2001 respectively. This Practice Note covers the 2013 (4th Edition) of the Green Book, and focuses on the nature of cost reimbursable contracts. Amendments to the Green Book were issued in February 2020 (Amendment No 1), January 2021 (Amendment No 2), and October 2025 (Amendment No 3). As with all IChemE contracts, the Green Book has detailed provisions for testing on completion and commissioning making it well suited to the process engineering industries including nuclear, water, petrochemicals, steel and food. The Green Book follows a virtually identical format to the Red Book in its clauses, layout and schedules. The drafting is very similar departing from the text of the Red Book only where necessary to reflect the implications of using a cost reimbursable

The Institute of Chemical Engineers (IChemE) first published the Model Form of Conditions of Contract for Process Plants suitable for Lump Sum Contracts in the United Kingdom in 1968. Further editions were published in 1981, 1995 and 2001. This Practice Note looks at the 2013 5th Edition for lump sum contracts. It amends the 2001 version with updated legislation, and introduces other specific changes. IChemE’s detailed provisions for testing on completion and commissioning have made it well suited to schemes involving process plants. It is frequently used for projects which are excluded from the definition of ‘construction operations’ under HGCRA. These include nuclear processing, power generation, water treatment and processing of petrochemicals, steel, food and drink. However, IChemE’s payment provisions are fully compliant with the HGCRA. The contract comprises general and special conditions, a specification (the plant’s technical definition) and 21 schedules. Special conditions and schedules, including detailed payment terms, are specifically drafted for each contract. Cooperation The 5th edition introduces a duty for the parties to cooperate and deal fairly, openly and

This practice note covers the 2nd Edition of the Burgundy Book published in 2013, focusing in particular on its characteristics as a target cost contract. As with all IChemE contracts, the Burgundy Book has detailed provisions for testing on completion and commissioning making it well suited to the process engineering industries including nuclear, water, petrochemicals, and food. These contracts all follow a virtually identical format in their clauses, layout and schedules. The drafting only departs from a standard text where necessary to capture the mechanism for implementing the risk/reward system covered, in this case payment on a target cost basis. See also Practice Notes: IChemE Conditions 5th Edition—'Red Book' and IChemE Conditions 'Green Book' 4th Edition. Nature of Target Cost Contracts Target cost means that the contractor is paid the ‘actual cost’ it incurs (as defined) in a similar way to a reimbursable contract but subject to a pre-agreed target cost. When the actual cost exceeds the target any further amount paid to the contractor is reduced-often to zero. If the cost is lower

This Practice Note examines the form of contract for engineering, procurement and construction management (EPCM) contract, known as the ‘Blue Book’ which was published by the Institute of Chemical Engineers (IChemE) in March 2023. Construction management is now a widely known procurement route: however it is a radically different procurement route from those used in other IChemE contracts, particularly in relation to the EPC model of risk allocation often used in them. Most other contracts emphasise performance by a contractor, who bears much of the risk in terms of design and construction. EPCM has no single ‘contractor’ who carries out the work. Trade contractors (referred to as ‘Contractors’), directly contracted to the Purchaser under Works Contracts, provide design, supply and installation of goods and materials for the Plant. Their activities are managed by the EPCM contractor (referred to in this Practice Note as the ‘EPCMC’). Performance risk is diffused among the several Contractors. The EPCMC must provide services for managing their performance in the construction

The Institution of Chemical Engineers (IChemE) has published guidance on the application and management of artificial intelligence applicable to all eight of its standard contract forms including the Red Book, Yellow and Blue Books. The guidance warns of the serious risks associated with the unchecked use of AI-generated information, which could lead to safety hazards, performance failures, breaches of confidentiality and potential legal liabilities. It highlights the importance of independently verifying AI outputs, especially in critical areas such as health, safety, environmental compliance and legal obligations.

This Practice Note examines the 2013 editions of the IChemE Yellow Book (4th Edition) and Brown Book (3rd Edition) forms of sub-contract. These forms are intended to be used with the three similar forms of IChemE main contracts (the Red, Green and Burgundy Books) for process plants. In relation to the main contracts, see Practice Notes: • IChemE Conditions 5th Edition—'Red Book' • IChemE Conditions 'Green Book' 4th Edition • IChemE Conditions ‘Burgundy Book’ 2nd Edition The Yellow Book and Brown Book sub-contracts cover (respectively) civil engineering works and ‘subcontract plant’ provided by a sub-contractor. A detailed description of the sub-contract works should be set out in Schedule 1 of the Yellow and Brown Books. Nature of sub-contracting The sub-contract works are a part of the main contract works (and sub-contract plant may be a component of main contract plant) which the sub-contractor carries out under what is referred to as a ‘back-to-back’ relationship. This requires an express acknowledgment that the sub-contract works (and plant) form part

This Precedent ID document expiration log can be used to record details of when client ID documentation obtained for /client due diligence (CDD) purposes expires. . This register has been prepared in Excel and it therefore cannot be downloaded to Word. The Money Laundering, Terrorist