Procurement Flashcards

1
Q

At what stage should you consider the appointment of design team consultants?

Appointment of Design Team Consultants

A

Stage 0

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2
Q

What is the Lead Designer’s Role?

Roles + Responsibilities of Design Team members

A

To ensure that everyone in the design team is on board with what needs to be done to deliver the brief

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3
Q

Who must ensure that everyone in the design team is on board with what needs to be done in order to deliver the brief?

Roles + Responsibilities of Design Team members

A

Lead Designer

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4
Q

In which route is the Lead Designer needed?

A

Traditional Route

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5
Q

2 bullets

What are the two main roles of the Architect in a traditional Route contract?

Roles + Responsibilities of Design Team members

A
  • To act as the contract administrator
  • to deilver a fully designed scheme
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6
Q

Who is the architect appointed by in a traditional route contract?

Roles + Responsibilities of Design Team members

A

the client

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7
Q

What is the role of the contract administrator (as an architect)?

Roles + Responsibilities of Design Team members

A
  • To adminster the construction contract
  • to recieve information from the client and pass onto the contractor
  • to advise the client of any implications or consequences of their instructions
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8
Q

Define contract administrator

Roles + Responsibilities of Design Team members

A

The individual responsible for administering the construction standard contracts

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9
Q

Who does the Architect had a contractual relationship with in a traditional procurement route?

Roles + Responsibilities of Design Team members

A

the client

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10
Q

2 bullets

What is the client’s role in a traditional procurement route contract?

Roles + Responsibilities of Design Team members

A
  • to appoint consultants as part of the design team
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11
Q

2 bullets

Who does the client have contractual relationships with for a traditional procurement route contract?

Roles + Responsibilities of Design Team members

A
  • consultants who form the **design team **
  • the main contractor
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12
Q

What is the Main contractor’s role in a traditional procurement route project?

Roles + Responsibilities of Design Team members

A
  • To carry out construction works
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13
Q

Who can appoint subcontractors to carry out work on behalf of the contractor?

Roles + Responsibilities of Design Team members

A

The main contractor

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14
Q

What is a named subcontractor?

Roles + Responsibilities of Design Team members

A

a subcontractor as specified previously by the client

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15
Q

Under what terminology are the named contractors allowed for in the tender price?

Roles + Responsibilities of Design Team members

A

a provisional sum

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16
Q

How much should the architect design for a D&B scheme?

Roles + Responsibilities of Design Team members

A

the design should only show a level of design Intent

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17
Q

Who is the architect contractually obligated to in the beginning of a D&B project?

Roles + Responsibilities of Design Team members

A

The client

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18
Q

Who is the architect contractually obligated to during the construction of a D&B project if novation has been agreed?

A

The contractor

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19
Q

Does being appointed as the architect at design stages mean the architect will be novated during construction?

Roles + Responsibilities of Design Team members

A

No

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20
Q

What does the main contractor take responsibility for in a D&B project?

Roles + Responsibilities of Design Team members

A

Design and Construction

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21
Q

How can the contractor use consultants from the design phase of the project during the construction phase?

Roles + Responsibilities of Design Team members

A

through a novation agreement

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22
Q

(why)

Is the contractor required to use consultants from the design phase of the project in the construction phases?

Roles + Responsibilities of Design Team members

A

no, they may use their in-house team

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23
Q

Define PCSA

A

Pre-Contract Services Agreement

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24
Q

Why would you use a PCSA Main contractor?

A
  • use the contractor’s expertise in design team meetings
  • advise on buildability
  • advise on cost
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25
Q

Is the PSCA Main contractor guaranteed to be appointed as the main contractor for the construction phase of the project?

Roles + Responsibilities of Design Team members

A

No

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26
Q

In what procurement route is the PCSA Main contractor used?

A

Design and Build

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27
Q

In what procurement route may the EA be used?

Roles + Responsibilities of Design Team members

A

Design and Build

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28
Q

What is the role of the EA?

Roles + Responsibilities of Design Team members

A

To act on behalf of the client as the contract administrator

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29
Q

At what stage is the contractor appointed in a traditional procurement route?

Roles + Responsibilities of Design Team members

A

end of stage 4

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30
Q

at what stage is the contractor appointed for a design and build project?

Roles + Responsibilities of Design Team members

A

may be appointed as a PCSA at the start of stage 3

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31
Q

What is the purpose of a Novation Agreement?

Novation Agreements

A

to over-write contractual history, giving the impression that the consultant has worked for the contractor throughout the project

32
Q

why would you use a novation agreement in a design and build project?

Novation Agreements

A

To change the contractual obligation of the conultants from the client to the contractor

33
Q

At what stage of the project in a D&B would novation occur?

Novation Agreements

A

the start of the construction phase

34
Q

What happens when the client’s consultants have been novated to the contractor?

Novation Agreements

A

The contractual relationship between the client and the consultants cease to exist

35
Q

Who is the contract Administrator?

Contract Administrator Role

A

usually the architect but could also be a lead consultant, EA or QS

36
Q

2 bullets

What is the role of the Contract Administrator?

Contract Administrator Role

A
  • To ensure that everything on site is being built to drawing/spec standards outlined
  • to advise the client and issue instructions to the contractor
37
Q

Define procurement

Procurement

A

the action of causing or arranging something through the instrumentality of an agent

38
Q

How can you begin to find which procurement route would best suit a client?

Procurement

A

define the client’s project requirements + align them with a suitable procurement approach

39
Q

What type of process is procurement?

Procurement

A

a management process

40
Q

bullet point 3 (stages)

When should procurement be discussed, decided and delivered?

A
  • stage 1
  • stage 4
  • stage 5-7
41
Q

According to the duty of care, what should be exercised when advising on procurement routes?

Procurement

A

impartial and professional judgement

42
Q

What procurement route does the RIBA plan of work favour?

A

the RIBA is procurement neutral

43
Q

6 bullets

what factors should be considered when deciding a procurement route?

Procurement

A
  • project brief
  • type of space
  • location (conservation area?)
  • budget
  • time
  • attitudes
44
Q

what is the benefit of early contractor engagement?

A

knowlegde of the construction market

45
Q

what is the disadvantage of early contractor engagement?

Procurement

A

less time to design/less info produced

46
Q

what can be a good and bad aspect of appointing a contractor early in the deisgn process?

Procurement

A

input on design decisions

47
Q

What are the three variables to consider when picking a procurement route?

A
  • time
  • cost
  • quality
48
Q

What are contractual mechanisms for professional services?

A

RIBA contracts written by those with experince of architectural projects and processes

49
Q

3 bullets

Who might be involved on the client’s side?

Procurement

A
  • key stakeholders
  • budget holders
  • end users
50
Q

what would you typically like to control when undertaking a traditional procurement route?

Types of Procurement Routes

A

Quality

51
Q

what is the least prioritised thing (time, quality, cost) when undertaking a traditional procurement route project?

A

time

52
Q

To what extent is the design team appointed for a traditional works project?

Types of Procurement Routes

A

The design team is appointed to fully design the project to a construction level of detail

53
Q

the contractor constructs a project to a defined specification in which procurement route?

Types of Procurement Routes

A

traditional route

54
Q

Which procurement route leads to:
- a higher degree of quality through a fully designed scheme?

Types of Procurement Routes

A

Traditional

55
Q

Which Procurement route has a better degree of cost control?

Types of Procurement Routes

A

Traditional

56
Q

Which Procurement route has more design control through a detaied spec and coordinated scheme?

A

Traditional

57
Q

Which procurement route has a longer design process?

A

traditional

58
Q

Which procurement route has a more expensive design stage?

A

Traditional

59
Q

who takes full responsibility for the design in a traditional procurement route?
(by appointing a design team at design stages, and by using a contract administrator through construction stages)

A

the client

60
Q

why

In traditional procurement routes, what do variations/ additions beyond the scope of the contract mean for the cost of the project?

Types of Procurement Routes

A

may be a higher price due to traditional contractual mechanisms

61
Q

what two factors might the client wish to control in a D&B project?

Types of Procurement Routes

A

Time and Cost

62
Q

relating to … 3 bullets

What are the requirements of the design team in a D&B project?

Types of Procurement Routes

A

they must establish the design intent of the project set against the employer’s requirements:
* layout
* materials
* size

63
Q

define ERs

A

Employer’s requirements

64
Q

What are the ERs?

A

the brief of the client

65
Q

what does the contractor take responsibility for in a D&B project?

A

Design and Construction

66
Q

How can the project timeline be reduced in a D&B project?

Types of Procurement Routes

A

through overlapping of design and construction stages

67
Q

name two other advantages of Design and Build procurement

Types of Procurement Routes

A
  • cost
  • single point of responsibility
68
Q

In which procurement route do the design team have less time to design?

A

Design and Build

69
Q

In which procurement route is it possible for specifications to be exploited and open to interpretation?

Types of Procurement Routes

A

Design and Build

70
Q

In which Procurement route are the fees at design stage less, but may increase the price once the builder takes responsibility for design?

Types of Procurement Routes

A

Design and Build

71
Q

Which procurement route has a less accurate price at tender stage?

A

Design and Build

72
Q

In what procurement route does the management contractor become a member of the professional project team due to being appointed early?

A

Management contract

73
Q

Management contract is identical to which other procurement route (minus the early appointment of a management contractor)?

A

Traditional

74
Q
  • need for early completion
  • employer wishes for the design to be carried out by their own design team
  • design responsibility lies with client’s consultants
    are all related to which procurement route?

Types of Procurement Routes

A

Management contract

75
Q

2 bullets

what is the contractor resopnsible for in a management contract?

Types of Procurement Routes

A
  • defining packages of work
  • managing the carrying out of his work through works contracts