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1. GENERAL 1.1 Attend Client, design, Project, Site and other meetings as provided under this Appointment. 1.2 Prepare regular/monthly cost reports. Advise the Client of any decisions required and obtain authorisation. 1.3 Liaise with the Client and the Professional Team to determine the Client’s requirements and to develop the Client’s Brief. 1.4 Liaise with the Professional Team and advise the Client of its obligations under the CDM Regulations. 1.5 Comply with the CDM Regulations insofar as they relate to this Appointment. 2. PROJECT COSTS 2.1 Advise on the cost of the Project. Advise on the cost of alternative design and construction options. 2.2 Advise on alternative procurement options. 2.3 Visit the Site. Advise the Client on any factors likely to affect cost, time or method of implementation. 2.4 Prepare an initial budget estimate to test feasibility proposals. 2.5 Advise the Client on the likely effect of market conditions. 2.6 Prepare, maintain and develop a cost plan and cash flow forecast. 2.7 Advise on the cost of the Professional Team’s proposals periodically as the design proceeds, including effects of site usage, shape of buildings, alternative forms of design, procurement and construction, etc. Advise on any cost variances to the allowances contained in the cost plan. 2.8 Advise the Client on specialist services, including consultants, contractors, subcontractors and suppliers, required in connection with the Project. 2.9 Prepare life-cycle cost studies and estimates of annual running costs (only when specifically required). 3. CONTRACTS RELATED ADVICE 3.1 Prior to starting works on-site, confirm the scope of the Building Contract(s) to the Client and advise on additional works required by third parties. 3.2 Liaise with the Client’s insurance advisers and advise on construction related insurances (excluding the administration of claims). 3.3 Liaise with the Client’s legal advisers and advise on warranties/third party rights, etc. 3.4 Liaise with the Client’s legal advisers and advise on bonds for performance and other purposes. 3.5 Liaise with the Client’s legal advisers and advise on the use and/or amendment of construction industry standard forms of Building Contract or contribute to drafting of particular Client requirements. 3.6 Advise on the rights and obligations of the parties to the Building Contract. 4. TENDERING AND PROCUREMENT SERVICES 4.1 Advise on tendering and contractual procurement options. Prepare recommendations for the Client’s approval. 4.2 Obtain tender drawings and specifications from the Client and the Professional Team. 4.3 Liaise with the Client and the Professional Team and prepare tender documentation. 4.4 IF APPLICABLE prepare bills of quantities for inclusion in tender documents in accordance with NRM 2 (excludes MEP bills of quantities). 4.5 IF APPLICABLE prepare schedules of rates, activity schedules or other pricing documents, for inclusion in tender documents (excludes MEP bills of quantities). |
4. TENDERING AND PROCUREMENT SERVICES (continued) 4.6 Advise on suitable tenderers for the works required on the Project. Prepare recommendations for the Client’s approval. 4.7 Investigate prospective tenderers for the Building Contract(s) or subcontract(s) and advise the Client on their financial status and technical competence. Prepare recommendations for the Client’s approval. 4.8 Attend and participate in pre- and post-tender interviews ofprospective tenderers for the works required on the Project. 4.9 Arrange delivery of tender documents to selected tenderers for the works required on the Project. 4.10 Check tender submissions for errors, omissions, exclusions, qualifications, inconsistencies, etc. 4.11 Liaise with the Professional Team and advise on errors, omissions, exclusions, qualifications and inconsistencies between the tender documents and the tenders received. Prepare recommendations for the Client’s approval. 4.12 Comment on the tenderers’ design and construction programmes and method statements. 4.13 Liaise with the Professional Team and prepare a tender report. Prepare recommendations for the Client’s approval. 4.14 Conduct negotiations with tenderers. Prepare documentation to confirm adjustments to the tender sums. Prepare recommendations for the Client’s approval. 4.15 Liaise with the Client and the Professional Team and advise on methods of progressing design and/or construction works prior to the execution of the Building Contract. 4.16 Obtain confirmation from the Contractor that required Contractor or subcontractor insurances are in place prior to commencement of works on the Site. 4.17 Obtain contract drawings and specifications from the Client and the Professional Team. Liaise with the Client’s legal advisers, prepare the contract documents and deliver to the Client and the Contractor for completion. 5. CONSTRUCTION PHASE SERVICES 5.1 Develop and maintain the Project cost plan and the Project cash flow forecast for the duration of the Project. 5.2 Visit the Site periodically and assess the progress of the Project for interim payment purposes. 5.3 Advise on the cost of variations to the works prior to the issue of instructions under the Building Contract. 5.4 Agree the cost of instructions, excluding loss and expense claims, issued under the Building Contract. 5.5 Advise on the rights and obligations of the parties to the Building Contract. 5.6 Prepare recommendations for interim payments to the Contractor and the release of retention funds. 5.7 Advise the Client in regard to payment notices, pay less notices and other similar notices of default. 5.8 Prepare for issue payment notices, pay less notices and other similar notices of default. 5.9 Prepare the final account or similar financial statement. Facilitate agreement to the final account or similar financial statement from the parties to the Building Contract. For the purposes of this clause the final account or similar financial statement excludes the assessment of loss and expense claims. 5.10 Where relevant, prepare recommendations for the payment of liquidated damages by the Contractor. |
