QUANTITY SURVEYING SERVICES:
The following Quantity Surveying Services can be provided by the Firm on any project of whatever nature, and whatever method of procurement is adopted.
Inception / Brief:
- 1. Liaison with client and other Consultants to determine client initial requirements and subsequent development of the full brief
- 2. Advice on selection of other consultant(s) if not already appointed,
- 3. Advice on implications of proposed project and liaise with other exoerts such as Lawyers and Accountants in developing such advice.
- 4. Liaise with other interested parties such as preservation societies, historic building societies, etc.
General and Continuing Services:
- 1. Attend meetings with:
* Client and Clientï representative * Other Consultants * Third Parties * Contractor (including regular site meetings)
- 2. Prepare regular and specific reports for:
* Client * Project Team * Third Parties
- 3. Advise upon the financial implications to the client of all matters pertaining to the project including:
* Tax Liabilities * Capital Allowance * Government Supports * Imposed Cost Limits and Yardsticks
- 4. Advice on the effect of inflation on project cost.
- 1. Visit site(s) and report any implications likely to affect time, cost or method of implication
- 2. Prepare initial budget estimate (rough order of cost) to lest feasibility of proposals
- 3. Advise on effect of market conditions
- 1. Prepare cash flows for use with overall project cost calculations.
- 2. Advise on financial effects of advance orders or purchase of materials and equipment with long delivery times to enable programme to be complied with
- 3. Provide programme co-ordination and monitoring services
The services listed hereafter are, where applicable, appropriate to both main and subcontract works including engineering services such as electrical, ventilating air conditioning installations and to contracts of supply.
- 1. Prepare and develop preliminary cost plan
- 2. Monitor cost implications during detailed design stage.
- 3. Advise on suitable tendering and contractual arrangements taking into account the client priorities and the level of information available from other members of the design team.
- 4. Where required, advise on suitability of the client standard form of contract.
- 5. Advise on contractual insurance responsibilities including liaison with the client insurance advisers.
- 6. Advise on warranties where specialist design needs are incorporated in a contract.
- 7. Advise on bonds for due performance and other purposes.
- 8. Prepare applications for grants or documentation in respect of yardsticks and carry out negotiation if required.
Tender and Contractual Documentation:
- 1. In conjunction with other members of the design team prepare tender contract documentation and provide copies as required.
- 2. Advise on amendments to standard forms of contract or draft special forms to meet particular requirements including liaising with client legal advisers.
Selection of Tenders:
- 1. Advise on prospective Tenderers for client to prepare short-list and, if required, recommend suitable contractors and consideration by designer and client.
- 2. Investigate prospective Tenderers on short-list by questionnaire and advise client on financial status and appropriate experience
- 3. Attend interviews of prospective Tenderers and report thereon
- 4. Arrange delivery of tender documents to select Tenderers
- 5. Check tender submission for arithmetical accuracy, levels of pricing, pricing policy, etc.
- 6. Advise on errors and qualifications in tenders and negotiate thereon
- 7. Consider submitted program of work and method statement and advice as required
- 8. Prepare appropriate documentation if required to adjust the tender received to an acceptable contract sum
- 9. Review previous financial advices in the light of tenders received and prepare revised forecasts of fluctuations and cash flow
- 10. Prepare allocation of costs if required
- 11.Prepare report on tenders incorporating matters contained in paragraphs 4, 16, 4, 21 with appropriate recommendations
- 1. Advise on the availability of materials and components and assist in the implementation of pre-purchasing or pre-ordering arrangements
- 2. Check to ensure that retention of title provisions have been complied with.
- 3. Establish the amount of indemnity which is at the sole risk of the client.
- 4. Check on the contractor insurance if required.
- 5. Establish the most advantageous analysis of the construction costs as regards the computation of the client tax liability.
- 6. Establish standard procedures with the contractor for valuation for payment on account.
- 1. Value the Architect or the Engineer draft instructions for variations before issue
- 2. Prepare cost reports in agreed format at specified intervals including copies or allocations required for third parties.
- 3. Cost report would normally take the following into account:
* Cost check on design development before issue of drawings and other information under terms of contract. * Providing early warning advice on any matter likely to affect the project budget or programme instructions issued by the architect or engineer. * Any matter having financial implications which may arise from attendance at meetings, site visits, correspondence, etc. * Changes in legislation. * Financial implications of changes in design and/or specification. * Financial implications of day work applications, site instructions yet to be formalized and, if instructed, loss and expenses or acceleration claim by contractors or subcontractors. * Re-appraisal of provision for fluctuations in cost of labor and materials. * Adjusted cash flow and indication of progress of contract.
Prepare recommendations for interim payments to contractor, subcontractors and suppliers including:
- 1. Work executed
- 2. Variations
- 3. Materials on site
- 4. Materials off site (including checking quality, security of title, insurance arrangements, etc.) fluctuations
- 5. Secure proof of previously authorized payment to subcontractors or suppliers.
- 1. Prepare and, if appropriate, negotiate the settlement of the final account.
- 2. If so requested give an opinion to the architect or engineer on delays, request for extension of contract period, or the consequences of acceleration or disrupt and ascertain the financial effect
- 3. If instructed, assess the amount of any authorized additional reimbursement in respect of direct loss and expense or other matters, and if appropriate negotiate a settlement with the contractor
- 4.Assist in the drafting of special forms of agreement relating to the completion of the project and financial settlement