- Prepare and develop preliminary cost plan
- Monitor cost implications during detailed design stage.
- 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.
- Where required, advise on suitability of the client standard form of contract.
- Advise on contractual insurance responsibilities including liaison with the client insurance advisers.
- Advise on warranties where specialist design needs are incorporated in a contract.
- Advise on bonds for due performance and other purposes.
- Prepare applications for grants or documentation in respect of yardsticks and carry out negotiation if required.
Tender and Contractual Documentation:
- In conjunction with other members of the design team prepare tender contract documentation and provide copies as required.
- 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:
- Advise on prospective Tenderers for client to prepare short-list and, if required, recommend suitable contractors and consideration by designer and client.
- Investigate prospective Tenderers on short-list by questionnaire and advise client on financial status and appropriate experience
- Attend interviews of prospective Tenderers and report thereon
- Arrange delivery of tender documents to select Tenderers
- Check tender submission for arithmetical accuracy, levels of pricing, pricing policy, etc.
- Advise on errors and qualifications in tenders and negotiate thereon
- Consider submitted program of work and method statement and advice as required
- Prepare appropriate documentation if required to adjust the tender received to an acceptable contract sum
- Review previous financial advices in the light of tenders received and prepare revised forecasts of fluctuations and cash flow
- Prepare allocation of costs if required
- Prepare report on tenders incorporating matters contained in paragraphs 4, 16, 4, 21 with appropriate recommendations
Contract:
- Advise on the availability of materials and components and assist in the implementation of pre-purchasing or pre-ordering arrangements
- Check to ensure that retention of title provisions have been complied with.
- Establish the amount of indemnity which is at the sole risk of the client.
- Check on the contractor insurance if required.
- Establish the most advantageous analysis of the construction costs as regards the computation of the client tax liability.
- Establish standard procedures with the contractor for valuation for payment on account.
COST CONTROL:
- Value the Architect or the Engineer draft instructions for variations before issue
- Prepare cost reports in agreed format at specified intervals including copies or allocations required for third parties.
- 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 formalised 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.
INTERIM PAYMENTS:
Prepare recommendations for interim payments to contractor, subcontractors and suppliers including:
- Work executed
- Variations
- Materials on site
- Materials-off site (including checking quality, security of title, insurance arrangements, etc.) fluctuations
- Secure proof of previously authorised payment to subcontractors or suppliers.
FINAL ACCOUNT:
- Prepare and, if appropriate, negotiate the settlement of the final account.
- 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
- If instructed, assess the amount of any authorised additional reimbursement in respect of direct loss and expense or other matters, and if appropriate negotiate a settlement with the contractor
- Assist in the drafting of special forms of agreement relating to the completion of the project and financial settlement