Stage 1 — Inception

• Assisting in developing a clear project brief

• Attending project initiation meetings

• Advising on the procurement policy for the project

• Advising on other professional consultants and services required

• Defining the quantity surveyor's scope of work and services

• Concluding the terms of the client/quantity surveyor professional services agreement with the client

• Advising on economic factors affecting the project

• Advising on appropriate financial design criteria

• Providing necessary information within the agreed scope of the project to the other professional consultants and for which the following deliverables are applicable:

  • Agreed scope of work

  • Agreed services

  • Signed client/quantity surveyor professional services agreement

Stage 2 — Concept & Viability

• Agreeing the documentation programme with the principal consultant and other professional consultants

• Attending design and consultants’ meetings

• Reviewing and evaluating design concepts and advising on viability in conjunction with the other professional consultants

• Receiving relevant data and cost estimates from the other professional consultants

• Preparing preliminary and elemental or equivalent estimates of construction cost

• Assisting the client in preparing a financial viability report

• Auditing space allocation against the initial brief

• Liaising, cooperating and providing necessary information to the client, principal consultant and other professional consultants and for which the following deliverables are applicable:

  • Preliminary estimates of construction cost

  • Elemental or equivalent estimates of construction cost

  • Space allocation audit for the project

Stage 3 — Design Development

• Reviewing the documentation programme with the principal consultant and other professional consultants

• Attending design and consultants’ meetings

• Reviewing and evaluating design and outline specifications and exercising cost control in conjunction with the other professional consultants

• Receiving relevant data and cost estimates from the other professional consultants

• Preparing detailed estimates of construction cost

• Assisting the client in reviewing the financial viability report

• Commenting on space and accommodation allowances and preparing an area schedule

• Liaising, cooperating and providing necessary information to the client, principal consultant and other professional consultants and for which the following deliverables are applicable:

• Detailed estimates of construction cost

• Area schedule

Stage 4 — Documentation & Procurement

• Attending design and consultants’ meetings

• Assisting the principal consultant in the formulation of the procurement strategy for contractors, subcontractors and suppliers

• Reviewing working drawings for compliance with the approved budget of construction cost and/or financial viability

• Preparing documentation for both principal and subcontract procurement

• Assisting the principal consultant with calling of tenders and/or negotiation of prices

• Assisting with financial evaluation of tenders

• Assisting with preparation of contract documentation for signature and for which the following deliverables are applicable:

  • Budget of construction cost

  • Tender documentation

  • Financial evaluation of tenders

  • Priced contract documentation

Stage 5 — Construction

• Attending the site hand over

• Preparing schedules of predicted cash flow

• Preparing pro-active estimates for proposed variations for client decision-making

• Attending regular site, technical and progress meetings

• Adjudicating and resolving financial claims by the contractor(s)

• Assisting in the resolution of contractual claims by the contractor(s)

• Establishing and maintaining a financial control system

• Preparing valuations for payment certificates to be issued by the principal agent

• Preparing final accounts for the works on a progressive basis and for which the following deliverables are applicable:

  • Schedules of predicted cash flow

  • Estimates for proposed variations

  • Financial control reports

  • Valuations for payment certificates

  • Progressive and draft final accounts

Stage 6 — Close-out

• Preparing valuations for payment certificates to be issued by the principal agent

• Concluding final accounts and for which the following deliverables are applicable:

  • Valuations for payment certificates

  • Final accounts