Peabody MTC Flashcards

1
Q

Why did you need ‘regular weekly catch up meetings’?

A

Costs increasing through variations at a regular pace;
client informed to make decisions on future actions;
strategic management

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2
Q

What sort of issues did you raise?

A

Items included in the ‘snapshot’ cost report:

Increase in costs from previous catchup; comparison with budget;
remaining contingency;
large item costs since last catchup; anticipated cost impacts since last catchup; standard works and quoted works.

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3
Q

What sort of ‘input’ did the client give you concerning the ‘issues’?

A

Any additional funding they may have to cover costs and future costs;
proceed with variations or not;
prioritisation of works if necessary (works can be deferred later)
adjustments to AFA accordingly to stay in client budget (not Task Order budget)

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4
Q

What do you mean by ‘timely manner’?

A

Able to take action before things get out of control;
plan ahead;
prioritize works and not proceed with certain variations prior to going over budget.

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5
Q

What were the client’s ‘goals’ for this project?

A

Complete works within budget, considering fixed rates and quality standards.
Prioritize minimal cost for non-standard items.
Ensure quality upgrades for long-lasting results.
Minimize resident disruption despite no specific deadlines.
Aim for properties to remain standard for at least five years.

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6
Q

In what way does this demonstrate client care?

A

Maintain cost control by updating anticipated final accounts regularly.
Provide reliable, accurate, and clear information to enable informed decision-making.
Ensure professionalism, competence, and punctuality in service delivery.
Foster trust and reliability through consistent communication.
Seek client feedback for continuous improvement and adherence to key performance indicators (KPIs).

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7
Q

How did you ‘negotiate’ the final account?

A

Verify accuracy of cost information for variations.
Ensure all cost substantiation items are accounted for.
Check contractor’s final payment submission for completeness.
Compile list of corrections or missing substantiation.
Forward lists to contractor for verification.
Provide final account figure with and without substantiation.

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8
Q

What did you need to negotiate over?

A

Non-negotiable requirements outlined as ‘red lines’.
Exceptions made for mitigating circumstances.
Example: Sash window weights refurbished instead of replaced, rate reduction agreed.
Example: Cement filleting against client’s instructions, compromise reached for partial payment.

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9
Q

How did you ‘record’ cost information?

A

Dynamic “live” anticipated final account document.
Records all cost changes.
Separate files for authorization and cost substantiation documentation.

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10
Q

What items couldn’t be ‘substantiated for cost’?
Why was this - what information did you require?

A

Example: Sash window weights refurbished instead of replaced, rate reduction agreed.
Example: Cement filleting against client’s instructions, compromise reached for partial payment.

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11
Q

How were ‘works approved of’ for this project?
What was the process?

A

Ultimately, CVI Sheets signed by Clerk of Works or Client Project Manager.
Works listed with simple descriptive sentences and quantities.
Work items matched with Schedule of Rates items.

-CoW and Contractor carry out Validation Surveys to fully identify work requirements
-Worked listed with simple descriptive sentences and quantities (together with photo document)
-Omissions and additions identified and listed in a CVI Sheet
-By the Contractor QS, CVI Sheet then reconciled with SoR document, adding applicable rates and the total costs
-Costed CVI Sheet then forwarded to me for review and agreement
-On agreement, I forwarded on to Client who would review based on the costs and sign off the CVI sheet.

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12
Q

Why was health and safety ‘prominently’ on the Agenda?

A

CDM requirements;
health and safety of all those associated with the site (fines, imprisonment?) ;
works can be suspended;

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13
Q

What ‘health and safety matters’ relate to working on site?

A

Eliminate the risk of accidents occuring; planning and programming of works; allowing sufficient time;
carrying out risk assessments,
method statements and education of workers;
training inductions and CSCS qualifications; ensuring safe working sites and access and egress points

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14
Q

Examples of risk?

A

falls, trips, falling objects, collision with vehicles, asbestos exposure, machinery

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15
Q

What ‘health and safety matters’ were discussed at the progress meetings?

A

Accidents and RIDDOR reportable incidents
Near misses
Toolbox Talk & Attendance Register
Staff Changes & Inductions
Site Conditions & Site Tidiness
Scaffold Inspections & Remedial Actions
Changes of Sub-Contractors on site
RAMS reviewed by Principal Contractor
Contractors’ own H&S Inspection Reports
Asbestos
H&S File
Site audits
Method Statements and Risk Assessments
Accident reporting
Competency of Workforce
Monitoring and inspections
Site Layout and Tidiness

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16
Q

Can you define ‘incidents’?

A

Event which if occurred could or did cause an injury

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17
Q

Examples of ‘unsafe working practices’?

A

lack of ppe,
edge protection from height;
collisions;
exposure to dangerous substances

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18
Q

Tool box talk?

A

Informal safety meetings: Discuss health and safety topics on construction sites, raising awareness among workers.

Toolbox Talks examples:
PPE -
UV & skin cancer awareness -
Safe Storage of materials

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19
Q

H&S audit?

A

A systematic evaluation of a construction site’s health and safety practices and compliance with regulations to identify areas for improvements and ensure a safe working environement (either by HSE, Client’s Auditors; appointed by Contractor; Principal Designer).

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20
Q

H&S audit example?

A

Site Supervisor carries out audit and all audits will be retained on site and stored electronically. monthly basis.

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21
Q

H&S Notices?

A

Written notifications: Displayed on construction sites.
Communicate: Health and safety information.
Includes: Hazards, precautions, emergency contact details.
Audience: Workers and visitors.

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22
Q

Do all construction projects require an F10?

A

last longer than 30 working days and have more than 20 workers working at the same time at any point on the project or exceed 500 person days.

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23
Q

What is the ‘Construction Phase Health and Safety Plan’ and what does it contain?

A

Compliance with PCI document ensured.
Approval required from PD before works start.
Project description provided.
Management process outlined, including inductions and welfare facilities.
Risk control arrangements detailed, eg covering height and site segregation.

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24
Q

What do you mean by ‘appropriately compiled’?

A

Compiled in accordance with the PCI document and approved by the PD

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25
Q

Who is it delivered to?

A

Delivered to the Client.

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26
Q

How did the Client ‘identify’ the properties for new works?

A

The client identified properties requiring works ‘To carry out external and internal communal decorations to a mixture of street properties and blocks, generally in East London
The contractor was instructed to carry out surveys of these properties and compile works required together with costs as per the contract requirements.

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27
Q

What was involved in ‘negotiating’ the ‘scope of work’ and ‘contract sum’?

A

Assessed contractor’s task order items framework scope.
Verified non-SoR items justified and cost-effective.
Adjusted rates/costs to match SoR.
Conducted spot checks for quantity accuracy.
Ensured correct application of OHP rate.

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28
Q

What is a ‘Call-Off Contractor’?

A

Contractor selected from MTC Framework Agreement.
Agreement on specific works and SoR rates.
Defined types of work to be performed.
Established OHP rates.
Value for money demonstrated through 3-quote comparisons.
Framework renewed every 3 years.

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29
Q

What is a ‘Task Order’?

A

Designated name for a package of works.
Identified in the Framework Agreement.
Forms the scope of a contract under the Framework.

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30
Q

How were these Task Orders ‘scheduled out’?

A

Total costs summarized on a Summary Sheet.
Individual tabs for each property.
Lists SoR works, associated costs, and quantities.
Includes CVI items whether based on SoR items or non-SoR (quotes)

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31
Q

What is ‘the Agreement’?

A

Contract for the Task Order based on the following:

In accordance with and subject to the Terms of a Partnering Contract dated 1 May 2013 (the Partnering Contract) made between the Client and the Service Provider named below and others in relation to the attached programme (the Term Task Order Programme)

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32
Q

Was the ‘Schedule of Rates’ based on anything?

A

Based on the NHF v7

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33
Q

Did it follow the NRM format?

A

No. The NHF and NRM have different purposes and have a different structure and methods of measurement

34
Q

What are ‘atypical works’?

A

Works not listed in the SoR, and for which costs will be determined by quotes/dayworks
daywork rates are included in the NHF!
Such as new windows/door; bespoke scaffolding/access; sustainable technologies;

35
Q

How did you check the ‘validity’ of these claims? (atypical works)
How did you ‘obtain substantiation’ of these costs/what form did these costs take?
How did you ‘ensure value for money’

A

Liaison with the client that these works were required

Quotes comparison.

3 quotes submited for comparison and broadly in line with cost data.

36
Q

What is a ‘suitable supplier’ and how did you evaluate if they were suitable?

A

Quotes submitted identify the supplier (who would be subject to approval of client)
Knowledge within the team as to the supplier’s capabilities from experience.

Specification,
methodology;
terms and conditions,
qualifications.

37
Q

How did you ‘inform the Client’ of the ‘agreed negotiated contract’?

A

Packaged the Task Order together with the ‘substantiation’ mentioned and forwarded these on to the client.

38
Q

What documentation formed this ‘contract’?

A

Sign-Off Sheet referencing the documentation comprising the Framework Agreement and the following:
Documentation comprising the Task Order and substantiation

39
Q

What was the item they had ‘failed to include’?

A

CVI costs pertaining to one particular sheet (nr 77, multiple schedule of rate items, totalling £4,244.40).

40
Q

Why might they have missed this?

A

One of over a hundred CVI sheets.

41
Q

Why did you have a duty to remain impartial?

A

RICS Rule nr 1: Act with honesty and integrity and comply with their obligations, including obligations to RICS;
RICS Rule nr 3: Members and firms must provide good quality and diligent service; it is a professional and contractual obligation that I carry out my role honestly and diligently making fair assessments.

42
Q

What is impartiality?

A

Not favouring one party or another and treating both fairly according to the rules (contractual requirements).

43
Q

What is ‘open and honest’?

A

Freely sharing information and expressing oneself truthfully without deception or concealment.

44
Q

This ‘proposal’ - was it a variation? (Cremer St; Mansafe)

A

Yes, it was not a contract (Measured Term) item, but proposed by the client and contract administrator. When recieving the quotes for the handrail system I recognised that this would take costs over budget, when raising this with the client I suggested a mansafe system as a lower cost solution.

45
Q

What was it the ‘original proposal’?

A

Handrail system fixed to roof perimeter.
Freestanding KeeGuard handrail with counterweights.
Roof perimeter with small parapet wall.
Handrail positioned just behind parapet wall.

46
Q

How did you come to ‘advise’ this alternative - was it your idea?

A

The proposal for a mansafe was mine however the exact specification and method of fixing was left to the contractor and building surveyor to agree.
When I received quotes I recommended one based on cost and subject to the works being to requirements.

47
Q

What is a ‘handrail system’?

A

A system on top of flat roofs to provide edge protection.
Various forms of fixings and types.
Can be aesthetic or functional - in this case it was functional - only for the purpose of roof maintenance.

48
Q

What is a ‘perimeter’ of the roof?

A

The edge of the roof where the external wall meets the roof.
In this instance, the external brick/block wall ascended to slightly above the roof finish level;
capped with a parapet coping,
roof membrane flashed to the inner side of parapet wall

49
Q

What is a ‘fall arrest mansafe system’?

A

A safety system designed to protect workers from falling while working at height.
It typically consists of an anchorage point, a harness worn by the worker, and a shock-absorbing lanyard or lifeline that arrests the fall in case of an accident.

50
Q

What is ‘planning approval’?

A

Approval from local authorities.
Compliance with zoning, environmental regulations.
Assessing impact on surroundings.
Considering objections before granting permission.

51
Q

What is the process of planning approval?

A

Submit detailed plans to local authority.
Public consultation period for comments.
Assessment against planning policies.
Decision made within statutory timeframes.
Approval with conditions, refusal, or request for further information.
Proceed with development or consider appealing/refining plans.

52
Q

How did you know a mansafe system would be cheaper?

A

Simplified installation with fewer components.
Reduced material costs compared to handrails.
Lower maintenance requirements over time.
Design flexibility for various roof configurations.

53
Q

The cost saving?

A

Mansafe £32k; Handrail £48k; saving £16k.

54
Q

Please describe this ‘freestanding KeeGuard handrail system’ and how it would have been fixed to the roof?

A

Modular approach for fall protection on flat roofs.
Installation starts with surface preparation and positioning upright posts.
Horizontal rails attached using clamping mechanisms.
Corner fittings and junctions connect rails seamlessly.
System anchored securely with base plates or counterweights.

55
Q

What was the construction of the roof?

A

Steel deck is supported by the steel frame underneath
The steel deck is then attached to the secondary framing members using mechanical fasteners such as screws or welds
warm roof system ie insulation is installed above the steel deck
waterproofing membrane

56
Q

Please describe this ‘Latchways Horizontal Lifeline System’ and how it would be fixed to the roof?

A

Flexible cable or track system installed horizontally on flat roofs.
Allows workers to attach fall protection harnesses for movement.
Includes anchor points, tensioners, and intermediate brackets.
Supports lifeline and ensures proper tensioning for safety.

Anchor points securely attached to roof structural elements (steel beams).
Utilize specialized fasteners or anchors.
Serve as primary support for lifeline system.

57
Q

Why was it suitable for use with the Bauder waterproofing system?

A

Both systems are designed to be compatible with each other

Non-penetrative installation:
-Anchor baseplate attaches to steel beam patch with bolts.
-Surrounding Bauder membrane covers baseplate and patch.
-Waterproof membrane ensures complete coverage and protection.

58
Q

Why was this important?

A

Performance Warranty for the bauder membrane was not affected by this type of product and installation method.

59
Q

What is ‘the Bauder membrane’?

A

Membrane made of bitumen-based compounds or synthetic materials like PVC or TPO.
Reinforced with polyester or fiberglass fabric for strength.
Provides durability and waterproofing for various construction applications.

60
Q

What is ‘the baseplate anchors’?

A

Typically made of steel or aluminum and features pre-drilled holes
Installed using mechanical fasteners, such as screws or bolts

61
Q

What is ‘the cable’, ‘lanyard’, and ‘harness’?

A

Cable: Flexible line or track system installed horizontally or vertically.
Lanyard: Shock-absorbing material connecting harness to cable, allowing movement while arresting falls.
Harness: Worn by worker, evenly distributes forces in a fall, secures to system, minimizes injury risk.

62
Q

How did you compare the ‘quotes’ submitted by the Contractor?

A

3 nr quotes were submitted from suppliers. The lowest cost quote, which met the specifications required, and the terms and conditions were acceptable, was identified for the works.

63
Q

How did you propose/present the costs to the Client?

A

The quote for the handrail system was compared to the quote for the mansafe system demonstrating the cost saving.

The cost saving - Mansafe £32k; Handrail £48k; saving £16k.

64
Q

What are ‘Change Orders’?

A

Confirmation of Verbal Instructions (CVI)
For more on CVIs reference earlier flashcard

65
Q

What does ‘losing track of costs’ mean?

A

Client signs CVI sheets without cost verification.
Inability to record all costs in AFA document.
Lack of clarity on accurate AFA status.
Client unaware of accumulating costs.
Risk of budget overruns and financial uncertainty.

66
Q

How might the Contractor ‘take advantage’?

A

Erroneous rates for variations submitted.
Inaccurate Contractor anticipated account
My AFA Outdated.
Misleading impression of lower costs.
Client unaware of actual expenses.
Potential budget overrun for the client.

67
Q

How were costs ‘submitted well in advance’ of authorisation?

A

Contractor compiles change orders.
Applies rates and costs.
Promptly sends to reviewer.
Reviewed and adjusted.
Recommended to client.

68
Q

What form did these submissions take?

A

Refer to earlier flashcard

69
Q

How did you ‘verify’ these?

A

Refer to earlier flashcard

70
Q

Process for verifying that they were ‘in accordance with the ‘schedule of rates’ and ‘value for money’?

A

SoR Schedule in Excel format.
Categorized works items.
Sub-types of works listed.
Filters applied for search.
Narrowing down claimed works.

71
Q

How ‘value for money’ determined?

A

3 quotes comparison;
costs in line with market rates;
costs in line with benchmarked data

72
Q

How did you ‘feed’ this cost information into your ‘live cost report’?

A

Task Order document adapted into Anticipated Final Account Document (AFA):

Additional works and Instructions recorded in property tabs.
Adjustments to contract item quantities noted.
Property tabs feed into Summary tab for AFA calculation.
Summary Tab data forms basis of Cost Report.
Info on variations, PSUMs, expenditure, and remaining contingency.
Offers a snapshot of project finances.

73
Q

What is a ‘live cost report’?

A

Cost report continuously updated with new cost information.
Enables quick reporting on costs and Anticipated Final Account (AFA).

74
Q

What is a ‘snap shot’ and how was this presented to the client indicating the current anticipated final account?

A

Summary table of adapted Task Order presents main change categories:
variations,
psums,
anticipated variations, etc.
Underlying Property tabs provides the detailed breakdown for further information.

75
Q

How was this ‘reported’ to the client at ‘short notice’?

A

The ‘Live’ Cost Report document forwarded to the client on request.

76
Q

How did these ‘inform’ the ‘proceeding of work’?

A

Client informed of anticipated final account figure.
Helps determine need for savings or additional funds.
Informs decision-making on authorizing anticipated variations or prioritizing works.

77
Q

What is a ‘Change Order’?

A

Refer to earlier flashcard

78
Q

How did you know that the costs should have been submitted ‘based on the Schedule of Rates’?

A

Refer to earlier flashcard

79
Q

The ‘dimensions of the wall’ - what units of measure were used/were these in accordance with any method of measurement?

A

SoR which was based on the NHF v7

Measured in:
m2
height
single_double skin
type of method eg stretcher

80
Q

What is the NRM unit of measure for rebuilding a wall?

A

Section 14:
m2
wall thickness,
type of construction and method of formation.

81
Q

What are works of a ‘non-standard nature’?

A

Refer to earlier flashcard

82
Q

You adjusted costs to the ‘correct measurement units’ - can you give some examples (including ‘concrete repairs’)?

A

Concrete Repairs:
Cut out and repair not exceeding 25/50/75mm deep with finished surface area: Repairs not exceeding 0.01/-0.05/-0.01/-0.25/-0.5/above 0.5m²

Brick Repairs:
Cut out localised areas & renew using salvaged bricks. b) patch n/e 0.25/-0.5/-1.00/above1.00m2

Window Cills:
600/1200/1800 mm long cill Carefully remove window board, remove defective cill and renew in hardwood timber, joint, glue and screw to frame; renew broken glass as necessary, refix window-board, make good to brickwork and external and internal finishes, prime and gloss:

Grade 2 overhaul to sash window:
as Specification item L10 781A: Overhaul double hung sash window, including removing sash cords, catches and pulls, easing and adjusting sashes and weights, removing and renewing all staff and parting beads, etc installing approved Reddiseal draughtproofing system, tightening and gluing any loose joints, renewing cords with waxed sash rope, oiling pulleys and refitting and rehanging sashes and rebalancing weights, repair or replace pockets as necessary, raking out and renewing defective putty and replacing and defective sash lifts, or sash fasteners.