Project Management services offered by chartered quantity surveyors
include the following:-
Site selection.
Analysis.
Agency, valuation, funding and relocation.
Legal services.
Consultant appointments.
Brief design and quality control.
Reporting and meetings.
Programming.
Capital budgeting.
Construction economics and financial management.
Cash flow.
Local authority and planning approvals.
Contract procedures.
Contract management.
Building management, commissioning and maintenance.
Tenancies and fitting out.
Site Selection
Liaise with the Consultants in advising the Client on arrangement
of market appraisals, structural and other surveys, soil investigations,
valuations and models.
Analysis
Co-ordinate the preparation of initial viability studies. Advise
the Client on the need for research and feasibility studies.
Agency, Valuation, Funding and Relocation
• Liaise with funding institution.
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Liaise with ground landlord.
•
Liaise with agents on investigation of sources and methods of developing
financing.
•
Liaise with agents on the publicizing, acquisition, valuation and
disposal of land and property.
•
Liaise with agents on co-ordination of client move to new premises.
Organize fitting out contracts.
•
Liaise with Client / agents on leasing, rating, maintenance, installation
of services, insurance, tenant’s queries and arrangements for
pre-lets.
Legal Services
• Co-ordinate the activities of legal agents on acquisition,
title leasing, restrictive covenants, funding, finance agreements
and other matters concerning ownership and letting.
•
Obtain a full understanding of all contracts and direct the Consultants
accordingly.
Consultant Appointments
• Advise the Client on the need for and make recommendations
for the appointment of other consultants by the Client.
•
Check and advise the Client on terms of consultant appointments and
fee structures. Check that consultant responsibilities and information
production are clearly stated. Advise on the need for duty of care
responsibilities.
•
Advise the Client to check professional indemnity insurances of Consultants
and arrange any necessary further checks.
•
Determine with the Client the limit of the authority of the architect
to issue instructions without obtaining the Client’s or the
Project Manager’s prior approval.
•
Advise the Client on the need for and appointment of a clerk of works
and other site supervisory staff.
•
Monitor the performance of Consultants, clerk of works and contractors
in the performance of their duties and the discharge of their responsibilities.
Brief, Design and Quality Control
• Co-ordinate with Consultants the preparation of the design
brief. Amplify the design brief as necessary during design development.
Incorporate any changes and obtain Client authorization. Issue to
Consultants.
•
Establish the responsibilities of Consultants, contractors and sub-contractors.
•
Report consultant scheme design proposals to Client.
•
Report preferred components, drawings and specifications prepared
by Consultants to the Client and obtain approval. Arrange amendments,
if required, and submit final proposals to Client for approval.
•
Check that Consultants review build-ability and technical design
of proposals with specialist contractors.
•
Establish procedures for checking compliance with designs and specifications
and monitor standards of workmanship and materials.
•
In conjunction with Consultants, advise on the need for quality assurance
schemes, defects insurance and product guarantees.
Reporting and Meetings
• Establish appropriate channels of communication between
members of the project team
•
Establish meetings structure. Lay down procedure for convening, chairing,
attendance, function, frequency and responsibility for recording
of meetings and circulation of information. Monitor communications
and distribution of information.
•
Check appropriate information is provided to the Client. Notify the
Client of decisions required from him.
•
Agree with Consultants their reporting and recording procedures.
•
Convene and chair all principal project meetings.
Programming
• In conjunction with Consultants, prepare and maintain a
master programme from concept to completion to record principal activities
and identify critical dates. Verify and incorporate Consultant’s
programmes for production of detailed design information. Monitor
progress.
• Check that applications for statutory consents, government grants
etc. are submitted in accordance with the master programme.
• Advise the Client of changes, recommend appropriate action and obtain
authorization.
•
Check, in conjunction with the design Consultants, the contractors’ programme;
seek clarification of contractors’ programme proposals if
necessary, and incorporate these into master programme. Capital Budgeting
• Monitor the Consultants in the preparation of budget costs,
and present feasibility studies to the Client for approval.
•
In conjunction with the Consultants, prepare and maintain a master
cost plan. Advise the Client of any alterations required and obtain
authorization for changes.
Construction Economics and Financial Management • Advise on commissioning, capital and the life cycle cost
studies of alternative designs and materials. Advise Client on energy
budgeting. Arrange appropriate financial procedures for risk assessment
and for tax provision.
•
Advise the Client on appropriate procedures for dealing with insurance
claims and agree any changes required to Consultants’ fee arrangements
generated by them.
•
Check that the Consultants are providing adequate and timely information
for the preparation of tender documentation.
•
Obtain Client authorization for costs of variations when limit of
authority is exceeded and check that costs are being agreed.
•
Report to the Client at regular intervals giving forecast of final
costs, including costs of variations and the cost implications of
extensions of time , and forecast completion dates.
•
Check that Consultants prepare regular valuations and payment certificates
of the contractors’ works valued in accordance with the building
/ civil engineering contract. Check that valuations and certificates
are correctly circulated.
•
Check, in conjunction with Consultants, fees for statutory approvals
and arrange payments.
•
Check and recommend Consultants’ applications for payment.
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Check and recommend all other invoices related to the development.
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Check that Consultants prepare final account and agree settlement.
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Arrange for the Client to obtain advice on taxation implications.
Cash Flow
• In conjunction with Consultants, arrange for the preparation
and maintenance of cash flow forecasts and statements for monitoring
project expenditure.
•
Check and recommend payment of Client’s copies of certificates.
Authorize any other payments due and check against cash flow. Check
Client makes payment within the stipulated time.
Local Authority and Planning Approvals
• Co-ordinate and support negotiations with planning authorities.
•
Check with the architect the form and content of planning applications.
Progress the planning process and arrange that a check of all approval
/ refusal documents is carried out by the project team. Check that
Consultants implement and deal with any conditions attached to the
planning consent.
•
Check with the Consultants which other statutory approvals are required
and that applications for approval are submitted. Check that Consultants
apply for amendments to statutory approvals granted when required.
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Check that Consultants obtain clearance from health and safety and
fire officers.
Contract Procedures
• Decide with Consultants the selection and method of appointment
of preferred / nominated subcontractors and agree extent of design
and specifications to be included in tender documents. Advise the
Client accordingly.
•
Decide with Consultants procurement procedure for selection of contractors.
Decide on type and form of contract. Monitor Consultants in the preparation
and assembly of tender documents. With the Consultants, check the
form and content.
•
With the Consultants, prepare list of tenderers, conduct interviews,
if required, and obtain approval.
•
Arrange with Consultants tender analysis; obtain clarification of
ambiguities and prepare tender report. If necessary, arrange interview
of tenderers. Prepare tender award recommendation and obtain instructions.
•
Co-ordinate the preparation of contract documents. Arrange for preparation
of Contractor’s duty of care warranty if required. Arrange
signatures of parties to the contract.
•
Arrange for the Contractor’s insurance certificate and renewal
of insurance at renewal dates to be checked.
Contract Management
• Arrange for Client to place orders for long delivery components.
•
Advise Client of any works to be carried out under separate direct
contracts.
•
Co-ordinate the Consultants using reasonable endeavours to secure
the provision of information to contractors in an appropriate timescale.
•
Check that Consultants are providing adequate supervision in accordance
with their terms of appointment and undertaking regular site inspections.
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Check that variations and instructions are being issued and correctly
circulated.
•
Check that the Consultants fulfil their contractual obligations in
assessing and dealing with extensions of time and issuing the appropriate
certificates.
•
Check that Consultants fulfil their contractual obligations in confirming
completion and issuing appropriate certificates of making good defects
and completion.
Building Management, Commissioning and Maintenance
• Liaise with Client / agents on practical management, maintenance
programmes, provision of maintenance staff, and state of services
pending occupation.
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With Consultants and contractors, arrange hand-over after operational
tests and full commissioning of services.
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Liaise with Client / agents / Consultants on commissioning and equipping
programmes. Arrange for contractors’ and Consultants’ maintenance
and cleaning information, maintenance manuals, test certificates,
guarantees, operating instructions, ‘as built` drawings and ‘as
installed` diagrams to be forwarded to the Client.
Tenancies and Fitting Out
• With the Client and Consultants, prepare and implement a
marketing or promotion campaign.
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Liaise with Client / agents / solicitor in agreeing the terms of
agreement for lease.
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Procure the preparation of drawings, specifications or other documentation
required for marketing or contracts.
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Provide any tenant with information to enable him to prepare fitting
out proposals and arrange for any client approvals to be obtained.
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On behalf of the Client prepare any regulations necessary to control
the undertaking of tenant’s fitting out.
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Check tenant’s fitting out is monitored, and that the implementation
and the completed works comply with client regulations and approvals.
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Obtain copies of, or arrange issue of certificates as appropriate
relating to the tenant’s fitting out.
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