Self Delivery of Project on the UK MOD Estate (Form 29)

The DIO Form 29 process is a structured procedure used by the Defence Infrastructure Organisation (DIO) to evaluate and approve infrastructure projects for the United States Visiting Forces (USVF) in the UK. It ensures that proposed developments on the Defence Estate comply with UK laws, environmental standards, and defence policies while aligning with strategic goals.

Avoid costly delays

The process facilitates assessing and approving projects involving construction, refurbishment, or alterations to USVF facilities. It ensures that projects are feasible and sustainable and won’t present legacy issues for the UK government.

Process Outline

1. Project Proposal: USVF identifies a project need and prepares a detailed submission using DIO Form 29. The form outlines objectives, scope, estimated costs, timeline, and environmental considerations

   
   

2. Preliminary Assessment: The DIO reviews the proposal to verify alignment with strategic objectives and assess feasibility.

   
   

3. Detailed Evaluation: Comprehensive reviews assess legal compliance, environmental impact, and budgetary constraints. Stakeholders, including local authorities and environmental bodies, are consulted.

   
   

4. Decision Making: Based on the evaluation, projects are approved, conditionally approved, or rejected. Conditional approvals specify required modifications.

   
   

5. Implementation Planning: Approved projects are assigned a project manager and resources with detailed execution plans.

   
   

6. Monitoring and Execution: The project is implemented regularly to ensure compliance with scope, budget, and timeline

   
   

7. Post-Implementation Review: Completed projects are assessed against their original objectives, identifying lessons learned for future initiatives.

   
   

8. In-Service: If DIO is not approached to maintain the asset, enduring Stewardship activities will need to be established, or a demarcation will need to be established, transferring duty holder responsibility to the USVF.

Key Considerations

• Strategic Alignment: Projects must support UK and US objectives.

• Environmental Stewardship: Proposals undergo rigorous environmental impact assessments.

• Stakeholder Engagement: Transparent communication with local authorities minimises disruption and fosters positive relationships, particularly regarding Planning and Permitted Development.

• Cost-Effectiveness: Projects must demonstrate financial viability and efficient use of resources.

Challenges and Solutions

Key challenges include navigating complex UK regulations and balancing operational needs with environmental concerns. Solutions include enhanced stakeholder

engagement and innovative, sustainable planning.

Form 29 compliance Covers Design, Construction and In-Service activities

To engage effectively with MOD, USVF, and wider stakeholders, you will require in-depth knowledge; the DIO Project Manager routinely undertakes these activities, but in the delivery of a Form 29 project, you will likely be delegated some or all of these responsibilities.

These may include:

• Preparing submissions for Local Authorities (via DIO)

• Preparation of Documentation iaw. DIO Tech 12 Handover Process

• Complying with Safe Systems of Work on the Defence Estate (JSP375)

• Navigating Dangerous Substances and Explosive Atmospheres Regulations

• Interactions with Defence Fire Safety Regulator or US Authority Having Jurisdiction

• Local Fire Authorities for Sign-off for Beneficial Occupation

This is by no means an exhaustive list, and the size and complexity of the project will determine the level of interaction.

Conclusion

The DIO Form 29 process is critical for managing USVF infrastructure projects in the UK. It ensures that developments are compliant, sustainable, and strategically aligned, supporting the shared defence objectives of the UK and US while maintaining environmental and community responsibility.

Recently, there has been a change to the Form 29 process, with more emphasis being placed on the requesting organisation. Historically, the process was collaborative, with a Stewardship Contract being developed between both parties; there has since been a shift towards a ‘risk transfer’ with minimal input from DIO.

Oversight or omission of any statutes on the Defence Estate can lead to issues with the building's occupation, use, and maintainability. The severity and cost of these issues can vary widely depending on the subject matter. They could range from minor

delays to contract termination in the event of gross negligence.

The most effective way to mitigate these risks is to ensure a robust understanding of compliant delivery on the MOD estate at the early stages of the project. This governance framework can then be applied and monitored throughout the project's delivery, saving time and rework.

If you need expertise in establishing a baseline for a Form 29 project, Gold Crew Consulting can help you develop requirements and demonstrate compliance with UK regulations on the defence estate.