Lewis Enright
Prepared for Simon Lacey and Rob Graham
McConnell · 25 August 2026

Proposal · MCC-SHEQ-2026-002 · Revision 2

McConnell bespoke business systems development contract

Twelve months, 20 development days a month, £105,600 in total. Every figure in it is built from the 78 numbered requirements in Module 6 section 36 and Module 7 section 28.

Module 6Training, Competence and Worker Safety Passport. 24 first-build essential requirements.
Module 7Controlled Documents, Digital Forms and Project Records. 54 core build requirements.
Find it Win itThe bid co-pilot, taken from working software into the bid team's hands.

The developer should confirm the proposed technical approach, dependencies and any material cost or phasing implications so McConnell can decide delivery sequence without losing the agreed architecture.

Module 7, section 29.1
78numbered requirements across the two modules
38of them live by the end of the term
240development days committed
£105,600twelve months, invoiced monthly
01 · Scope

Scope and sizing

Module 6 section 36 lists 24 first-build essentials. Module 7 section 28 lists 54 core build requirements. Together that is 78 numbered items, and building all of them is 553 development days. Twelve months at 20 days a month is 240, so the full specification is a little over twice what a year buys.

Module 7 section 29.1 asks the developer to confirm the approach, the dependencies and the phasing before McConnell decides the delivery sequence. That is what this document does. It sets out which requirements are already live, which the term reaches, and what each of the others would cost, requirement by requirement.

The basis for every day figure. These are delivery days at the pace this team works, not a standard estimating rate. They assume the codebase McConnell already owns, no ramp up, no handover, and AI assistance inside the build itself rather than alongside it. Each figure includes build, test, data migration where it applies, and one review cycle with your team. The five applications already running in your own environment were built on that basis and are the evidence for it.

02 · Starting position

What is already built and running

Five applications are live in McConnell's own environment today. The estimates in this document assume that starting position: the foundations, the sign-in, the hosting and the data are already in place and already yours.

Training and CompetencyLIVE 3,149 certificate files read out of your own SharePoint in 118 minutes for £6.28 of model cost. Every one landed in a human queue, and nothing reaches the compliance matrix without a named person confirming it. 1,015 are filed against people today; 2,091 are waiting on the rulings in section 08.
Find it Win itLIVE 19,265 documents indexed and 203 facts in the register. Reading the audited accounts it found financial standing being answered with £34,700,000 against an audited £81,600,000, and two accreditations already lapsed.
Utopia Project ManagerLIVE Your target operating model held as data, with Microsoft sign-in, per-archetype answers and the form reader that turns a paper form into a specified requirement.
Project MicrositesLIVE Staff build their own project microsites, behind Microsoft sign-in.
One McConnell IntranetIN SERVICE Complete and in daily use.
Four of the 78ALREADY MET Module 6 requirements 2, 7, 8 and 9 are built and running today. They are counted as delivered below and charged for nothing.
03 · Coverage

Coverage at the end of the term

The cylinder is graduated in requirements, not in pounds. It fills to 38 of 78 by the end of the term. The volume above the line is real, and it is priced in the ledger below rather than left as an implication.

The programme measured against McConnell's own requirements A measuring cylinder graduated from 0 to 78 requirements. It fills to 30, being the requirements delivered by the end of the twelve month term. The volume above is the remainder of the specification, sequenced as a second phase. The same figures are in the table below. 0 10 20 30 40 50 60 70 4 today Already live and in use 17 at month 6 Module 6 gate 38 at month 12 End of the term 78 The whole specification
Already liveModule 6 requirements 2, 7, 8 and 9. Built, in use, and not charged for again.
4 of 78
Months 1 to 6, Module 6Worker identity, the requirements library, dashboards, competence assurance, analytics, authorisations, the Worker Safety Passport and project readiness. Find it Win it goes to the bid team in the same half.
13 more
120 days
Months 7 to 12, Module 7The controlled document library, the Documents & Forms workspace, review and approval, the Digital Forms Library and builder, form completion with automatic filing, search and the project repository.
21 more
120 days
Not reached this term40 requirements, 336 days. Named, costed and sequenced in the ledger. The two largest are Module 6's learning engine and the subcontractor workforce platform, which each need a programme of their own.
40 of 78
£151,200

Standalone prices are the same work quoted on its own at our on demand rate of £450 a day. The programme rate is £415, held for the twelve months.

04 · The ledger

All 78 requirements, priced

Every requirement below is quoted from your own document. The month says when it lands. The price is what that item alone would cost at our on demand rate of £450 a day, so any line can be pulled forward, deferred or dropped and the arithmetic still works.

Module 6 section 36 and Module 7 section 28, complete and unabridged.
RefRequirementWhen DaysStandalone
M6·1One worker master profile supporting direct employees and subcontractor operatives.Month 110£4,500
M6·2HR-triggered direct employee profile creation with controlled manual exception.Live-Delivered
M6·3Subcontractor workforce creation and employer association.Phase two23£10,350
M6·4Duplicate-worker detection and controlled merge.Month 27£3,150
M6·5Role / trade assignment and configurable requirements library.Month 210£4,500
M6·6Qualification, card and certificate records linked to original evidence.Month 36£2,700
M6·7AI-assisted extraction with confidence, human review and audit history.Live-Delivered
M6·8Configurable expiry / refresher rules and staged notifications.Live-Delivered
M6·9Live training matrix generated from source records.Live-Delivered
M6·10Worker, manager, training administrator and subcontractor dashboards.Month 38£3,600
M6·11Training request, approval, allocation, booking and completion status.Phase two9£4,050
M6·12External online-provider integration framework and manual fallback.Phase two10£4,500
M6·13Basic McConnell learning engine with video, questions, pass mark and version control.Phase two23£10,350
M6·14Proportionate competence-assurance record, with targeted assessment capability available only where a configured role, activity, concern or reinstatement route requires it.Month 412£5,400
M6·15Role / activity authorisation with scope, conditions and review date where formal authorisation is required.Month 57£3,150
M6·16Worker Safety Passport with explained readiness status.Month 512£5,400
M6·17Worker evidence upload and correction-request route.Month 63£1,350
M6·18Project nomination and readiness comparison.Month 512£5,400
M6·19Links to project induction, RAMS, COSHH and briefing status.Phase two12£5,400
M6·20Restricted McConnell access-decision record with allocation block, review and reinstatement.Phase two7£3,150
M6·21Occupational-health operational outcome separated from clinical information.Phase two4£1,800
M6·22Role-based field permissions, activity history, export controls and retention settings.Month 64£1,800
M6·23Interface specification for HR, project, subcontractor, action, incident and future attendance systems.Month 13£1,350
M6·24Analytics with drill-down to source workers, records and requirements.Month 46£2,700
M7·1Central controlled document library with current / superseded version control.Month 79£4,050
M7·2Document owner, status, revision, issue date, review date and approval history.Month 75£2,250
M7·3Configurable categories and searchable controlled document register.Month 85£2,250
M7·4Create revision from current document and controlled publication / supersession.Month 87£3,150
M7·5Prominent Documents & Records workspace available from every project profile.Month 123£1,350
M7·6Project information-management level configurable at project setup.Phase two5£2,250
M7·7Primary-navigation Documents & Forms workspace providing company-level Controlled Documents, Digital Forms, Project Records, reviews / approvals and authorised administration.Month 76£2,700
M7·8Project folder templates generated at project setup, with Basic / Standard / Enhanced / HRB and client / framework variations where configured.Phase two7£3,150
M7·9Progressive Structure View showing up to three adjacent hierarchy levels where screen width permits, with single-selection next-level preview, deliberate drill-down / Open behaviour, responsive reduction to two or one level on smaller screens, breadcrumbs and Back / Up One Level navigation.Phase two9£4,050
M7·10Contextual document and form access from specialist workflows and linked entities without creating duplicate records.Phase two6£2,700
M7·11Digital forms opened from a project or workflow inherit the known project and record context automatically.Phase two4£1,800
M7·12SharePoint / Viewpoint-style expandable project folder hierarchy with centrally governed primary folders and useful subfolders.Month 123£1,350
M7·13Folder, Structure and Register views using the same underlying project records and metadata.Phase two7£3,150
M7·14Register View including authorised live / incomplete project-linked digital forms and workflow records, with clear statuses, proposed filing context and transition to the same completed record on closure.Phase two9£4,050
M7·15Record-aware Open Record behaviour and context-sensitive More Actions based on record type, status and user permissions.Phase two6£2,700
M7·16Project-level Controlled Docs shortcut opening the company Controlled Document Library in project-aware context without duplicating the master library.Phase two3£1,350
M7·17Controlled project-folder creation rules by parent folder and user role, including naming checks, permission inheritance and audit trail.Phase two6£2,700
M7·18Automatic folder or dynamic-group creation from reliable project data such as appointed subcontractors, work packages and locations, avoiding repeated manual folder creation across the repository.Phase two7£3,150
M7·19Fast upload, drag-and-drop and smart filing prompts.Month 116£2,700
M7·20Clear current version, document status and previous-version history.Month 85£2,250
M7·21Project document review / approval workflow where configured.Month 97£3,150
M7·22Issue / distribution history and acknowledgement capability.Phase two7£3,150
M7·23Digital Forms Library with controlled template versions.Month 106£2,700
M7·24Core digital form builder with conditional logic, photos, files, signatures and auto-populated project data.Month 1014£6,300
M7·25Draft save, autosave, submission lock and controlled amendment for completed forms.Month 115£2,250
M7·26Automatic PDF record output where required.Month 115£2,250
M7·27Automatic filing of completed forms to the correct project category.Month 124£1,800
M7·28Automatic indexing of outputs from RAMS, permits, inspections, incidents, actions and other source modules.Phase two9£4,050
M7·29No uncontrolled duplicate copies where a live source workflow exists.Phase two4£1,800
M7·30Role-based internal, subcontractor and external visibility.Phase two7£3,150
M7·31Project-level search plus authorised cross-project Project Records search from the primary Documents & Forms workspace.Month 127£3,150
M7·32Links between documents and relevant projects, work packages, subcontractors, workers, locations and source records.Phase two6£2,700
M7·33Project close-out / handover checklist and structured export capability.Phase two9£4,050
M7·34Full document and record audit trail.Month 94£1,800
M7·35Admin configuration for categories, metadata, review routes, form templates, permissions and retention rules.Month 93£1,350
M7·36In-system preview for PDFs, Word, Excel, photographs and other common project files without mandatory download.Phase two7£3,150
M7·37Folder View display modes including List, Grid and large Gallery views with adjustable visual thumbnail size and a high-quality image viewer supporting previous / next, zoom, pan, rotate, fit-to-screen and full-screen.Phase two6£2,700
M7·38Controlled printable versions of digital forms retaining McConnell branding, reference and version.Month 114£1,800
M7·39Mobile paper-form scan-back using QR / record identification, OCR / document recognition and user-confirmed smart filing.Phase two11£4,950
M7·40Permission-controlled visibility of revision summaries, internal notes and document review comments.Month 83£1,350
M7·41Linked-document dependency and change-impact warnings when a referenced controlled document is revised, superseded or withdrawn.Phase two6£2,700
M7·42Flexible upload handling that protects live source workflows without blocking legitimate supporting, scanned, historic or imported records.Phase two4£1,800
M7·43Group briefing / toolbox-talk attendance using live workforce lists, QR / short-link self-confirmation, personal-device signing and paper fallback.Phase two7£3,150
M7·44Assessment and conversion of suitable spreadsheet-based processes into purpose-built system tools rather than assuming complex spreadsheets must remain external.Phase two7£3,150
M7·45Document comparison / redline, PDF markup and drawing annotation capability.Phase two13£5,850
M7·46OCR / content extraction and automated document quality / completeness checks.Phase two7£3,150
M7·47Natural-language search with source references and permission controls.Phase two7£3,150
M7·48Microsoft 365 / SharePoint / Outlook integration where useful, bulk legacy migration utilities, controlled client collaboration and structured reporting / API export.Phase two18£8,100
M7·49Role-based Controlled Document views that present the same source record differently for administrators / document owners and standard users without exposing unnecessary management controls.Month 96£2,700
M7·50Device-appropriate responsive experience: full multi-pane repository capability on larger screens and simplified task-focused mobile views using the same records, permissions and audit trail.Phase two9£4,050
M7·51Asset-aware metadata, linking and filing for plant / equipment and other entity-led records, including mobile scan-back that does not force a work-package relationship where none exists.Phase two6£2,700
M7·52Handover-readiness dashboard with required / complete / missing / awaiting approval / overdue status, handover-area drill-down and direct action assignment for missing evidence.Phase two9£4,050
M7·53Structured handover-pack generation from controlled source records and a retained project archive snapshot of the record / version state at close-out.Phase two9£4,050
M7·54HRB / Golden Thread information view capable of surfacing controlled records by building, block, floor, location / element and controlled change, with completeness and evidence-status reporting.Phase two11£4,950

Requirements marked Live are already built and are charged for nothing. Days shown against phase two items are estimates for sequencing, not a commitment to a fixed price.

05 · Outside the term

Requirements outside this term

40 of the 78 sit outside this term, 336 days in total. Two of them are not features. Module 6's learning engine is a video platform with question banks, versioned courses and completion certificates. The subcontractor workforce platform is a second application with its own tenancy, its own onboarding and every subcontractor as a separate data controller. Each needs a programme of its own, and neither can be delivered inside a twelve month term alongside the rest.

The eight largest items outside the term.
RefRequirement DaysStandalone
M6·3Subcontractor workforce creation and employer association.23£10,350
M6·13Basic McConnell learning engine with video, questions, pass mark and version control.23£10,350
M7·48Microsoft 365 / SharePoint / Outlook integration where useful, bulk legacy migration utilities, controlled client collaboration and structured reporting / API export.18£8,100
M7·45Document comparison / redline, PDF markup and drawing annotation capability.13£5,850
M6·19Links to project induction, RAMS, COSHH and briefing status.12£5,400
M7·39Mobile paper-form scan-back using QR / record identification, OCR / document recognition and user-confirmed smart filing.11£4,950
M7·54HRB / Golden Thread information view capable of surfacing controlled records by building, block, floor, location / element and controlled change, with completeness and evidence-status reporting.11£4,950
M6·12External online-provider integration framework and manual fallback.10£4,500

Sequencing is a steering decision. Any of these can move into the term by moving something else out, and the ledger above is the instrument for doing that in a meeting rather than in a change order.

06 · Delivery

How the programme runs

The team

  • 01
    Dan Lewis-Enright, design and build. The person who built every application in this estate. No ramp up and no handover.
  • 02
    Katie Wannell, programme manager and administrator. ITIL 4 certified. Intake, triage, the backlog, release notes and the steering pack. Included in the figure, not billed on top.

The rhythm

  • ·
    20 development days a month is what McConnell is invoiced. The hours behind them are ours to manage and they are long ones. That is why this plan carries 34 of your requirements and not the 26 a standard estimating rate would reach in the same 240 days.
  • ·
    A demonstration of working software every two weeks.
  • ·
    One hour of steering a month, where the ledger is re-ordered if priorities have moved.
  • ·
    Every request acknowledged by the next business day and placed in the backlog visibly.
  • ·
    A formal gate at month 6, with Module 6 demonstrable before the Module 7 half begins.

Responsible use of AI

  • ·
    A person decides. The assistants read and suggest. Nothing reaches a compliance record without a named person confirming it, which is enforced in code rather than in policy.
  • ·
    Cited answers. Every claim traces back to the document it came from.
  • ·
    Your accounts, your ceilings. Monthly spend limits are live and enforced at the point the model is called.
  • ·
    Nothing leaves the UK. Bedrock runs in the UK region, pinned deliberately, and it is checked before any model changes.
  • ·
    Software you own. Every line is yours, on your Cloudflare and AWS accounts. No per seat licence is created by any of this.
07 · The figure

£8,800 a month for twelve months

£8,800a month, invoiced monthly

20 development days at £415£8,300
AI running costs during development£500
Programme managementincluded
Each month£8,800
Twelve months£105,600

The same 240 days at our on demand rate of £450£108,000
Held at £415 for the term, a saving of£8,400
All 78 requirements, 553 days at consultancy rates of £700 to £900£387,100 to £497,700

Pause at any month end with nothing further to pay. Hosting stays on your own Cloudflare and AWS accounts at their usual running cost.

Included

  • ·
    34 of your numbered requirements built, tested and released, listed line by line in the ledger.
  • ·
    Find it Win it taken from working demo into the bid team's hands: hardening, live folders, the morning digest, training and support through the first three live tenders.
  • ·
    Katie's programme management and administration throughout.
  • ·
    £6,000 of AI running costs during development, on your own account and under your own ceilings.
  • ·
    UAT coordination, release notes, administrator training, runbooks and handover documentation.
  • ·
    A re-ordering of the ledger at any steering meeting, at no change in the figure.
08 · From McConnell

Decisions required from McConnell

None of these need a meeting. Each needs a named person to rule on it, and until it is ruled on the work below it cannot start. The certificate counts were read from the live system on 25 August 2026 and move as the rulings land.

  1. Rob: five rulings on the certificate backlog. Whether an awareness module counts as the course (319 certificates), whether two similarly named courses are the same training (276), the remaining validity rules, and the 760 certificates for training nobody's matrix asks for. 2,091 certificates are queued behind these.
  2. Beth: 191 course name matches. Roughly twenty minutes on one screen, and it releases 776 certificates.
  3. A retention schedule by record type. Module 6 section 31.1 requires it. No line of retention code can be written without it.
  4. The data controller position on subcontractor operatives. Module 6 answers the technical question with one identity and two administrations. The legal position is yours to state.
  5. A MANGO export. Named as a migration source in both modules. Nothing has been seen, so it is carved out of the figure rather than guessed at.
  6. The controlled document register review. Module 7 section 7 asks for the current MANGO register to be rationalised before the new library structure is fixed. That review should happen in months 1 to 6 so the Module 7 half starts against an agreed structure.

One other thing, and it is yours rather than ours. Reading the 3,149 certificate files in your SharePoint turned up passports, driving licences, DBS certificates including one enhanced disclosure, a Police Scotland vetting form and a personnel security form carrying a National Insurance number. None of it entered the training system and our copies were deleted, with a manifest. The originals are still in your SharePoint and somebody at McConnell should decide what happens to them.