Quantity Surveying Essentials: Modules Two to Four

In house training only - please call for cost – 3 day course

Day One – Contracts and Documentation: Module Two

Content

This module focuses on the role of the quantity surveyor in a contracting organisation.

Subject matter covered includes estimating and tendering, commercial opportunity, types of contract, procurement options, forms of contract and the interrelationships between the various contract documents.

Objectives

  • The role of the quantity surveyor
  • Developing the estimate: enquiries, subcontract quotations, pricing methods, pre-tender programme, preliminaries.
  • Tender risk, margin, commercial opportunity, moving money, priced bills of quantities
  • Lump sum contracts.
  • Re-measurement contracts & Reimbursement contracts
  • Traditional procurement, design and build, management contracts
  • ‘Pain and gain’ systems
  • Partnering
  • Standard forms of contract
  • Key contract clauses and their meanings
  • Contract administration and avoiding conflict
  • Link to contract documents
  • Dispute resolution

Day Two – Valuations and Payment: Module Three

Content

This module provides an introduction to contract documentation with particular emphasis on valuations, payments, variations and final accounts. Topic coverage also includes relevant aspects of subcontracts, e-bidding and subcontractor valuations and payments.

Objectives

  • The purpose of valuations
  • The timing of valuations and interim certificates
  • Valuation principles and procedures
  • Types of valuation: external, internal, subcontract
  • Valuation techniques: inspection, measurement, ogive curve, gantt chart
  • Adjustment and judgement
  • Materials on site, retention of title
  • Subcontract valuations, e-bidding implications, subcontract payments
  • Methods of payment
  • Payment notification and implications of Construction Act
  • Retention
  • Valuing variations, valuation methods, instructions and records
  • Preparation and timing of final accounts

Day Three – Contractual Claims: Module Four

Content

This module is concerned with time and money entitlement, loss and expense and compensation events. Topics covered include recording physical and financial progress on contracts, dealing with the financial effects of delay and disruption, delay analysis and the SCL Protocol, adverse physical conditions, artificial obstructions and the like and an introduction to the preparation and submission of contractual claims.

Objectives

  • Recording and monitoring progress
  • Extensions of time
  • Delay and disruption
  • Principles of delay analysis.
  • SCL Protocol
  • Ground conditions and sub-soil information.
  • Loss and expense
  • Contractual entitlement
  • The balance of risk
  • Time and money claims
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