Procurement Flashcards
At what stage should you consider the appointment of design team consultants?
Appointment of Design Team Consultants
Stage 0
What is the Lead Designer’s Role?
Roles + Responsibilities of Design Team members
To ensure that everyone in the design team is on board with what needs to be done to deliver the brief
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
Lead Designer
In which route is the Lead Designer needed?
Traditional Route
2 bullets
What are the two main roles of the Architect in a traditional Route contract?
Roles + Responsibilities of Design Team members
- To act as the contract administrator
- to deilver a fully designed scheme
Who is the architect appointed by in a traditional route contract?
Roles + Responsibilities of Design Team members
the client
What is the role of the contract administrator (as an architect)?
Roles + Responsibilities of Design Team members
- 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
Define contract administrator
Roles + Responsibilities of Design Team members
The individual responsible for administering the construction standard contracts
Who does the Architect had a contractual relationship with in a traditional procurement route?
Roles + Responsibilities of Design Team members
the client
2 bullets
What is the client’s role in a traditional procurement route contract?
Roles + Responsibilities of Design Team members
- to appoint consultants as part of the design team
2 bullets
Who does the client have contractual relationships with for a traditional procurement route contract?
Roles + Responsibilities of Design Team members
- consultants who form the **design team **
- the main contractor
What is the Main contractor’s role in a traditional procurement route project?
Roles + Responsibilities of Design Team members
- To carry out construction works
Who can appoint subcontractors to carry out work on behalf of the contractor?
Roles + Responsibilities of Design Team members
The main contractor
What is a named subcontractor?
Roles + Responsibilities of Design Team members
a subcontractor as specified previously by the client
Under what terminology are the named contractors allowed for in the tender price?
Roles + Responsibilities of Design Team members
a provisional sum
How much should the architect design for a D&B scheme?
Roles + Responsibilities of Design Team members
the design should only show a level of design Intent
Who is the architect contractually obligated to in the beginning of a D&B project?
Roles + Responsibilities of Design Team members
The client
Who is the architect contractually obligated to during the construction of a D&B project if novation has been agreed?
The contractor
Does being appointed as the architect at design stages mean the architect will be novated during construction?
Roles + Responsibilities of Design Team members
No
What does the main contractor take responsibility for in a D&B project?
Roles + Responsibilities of Design Team members
Design and Construction
How can the contractor use consultants from the design phase of the project during the construction phase?
Roles + Responsibilities of Design Team members
through a novation agreement
(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
no, they may use their in-house team
Define PCSA
Pre-Contract Services Agreement
Why would you use a PCSA Main contractor?
- use the contractor’s expertise in design team meetings
- advise on buildability
- advise on cost
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
No
In what procurement route is the PCSA Main contractor used?
Design and Build
In what procurement route may the EA be used?
Roles + Responsibilities of Design Team members
Design and Build
What is the role of the EA?
Roles + Responsibilities of Design Team members
To act on behalf of the client as the contract administrator
At what stage is the contractor appointed in a traditional procurement route?
Roles + Responsibilities of Design Team members
end of stage 4
at what stage is the contractor appointed for a design and build project?
Roles + Responsibilities of Design Team members
may be appointed as a PCSA at the start of stage 3
What is the purpose of a Novation Agreement?
Novation Agreements
to over-write contractual history, giving the impression that the consultant has worked for the contractor throughout the project
why would you use a novation agreement in a design and build project?
Novation Agreements
To change the contractual obligation of the conultants from the client to the contractor
At what stage of the project in a D&B would novation occur?
Novation Agreements
the start of the construction phase
What happens when the client’s consultants have been novated to the contractor?
Novation Agreements
The contractual relationship between the client and the consultants cease to exist
Who is the contract Administrator?
Contract Administrator Role
usually the architect but could also be a lead consultant, EA or QS
2 bullets
What is the role of the Contract Administrator?
Contract Administrator Role
- To ensure that everything on site is being built to drawing/spec standards outlined
- to advise the client and issue instructions to the contractor
Define procurement
Procurement
the action of causing or arranging something through the instrumentality of an agent
How can you begin to find which procurement route would best suit a client?
Procurement
define the client’s project requirements + align them with a suitable procurement approach
What type of process is procurement?
Procurement
a management process
bullet point 3 (stages)
When should procurement be discussed, decided and delivered?
- stage 1
- stage 4
- stage 5-7
According to the duty of care, what should be exercised when advising on procurement routes?
Procurement
impartial and professional judgement
What procurement route does the RIBA plan of work favour?
the RIBA is procurement neutral
6 bullets
what factors should be considered when deciding a procurement route?
Procurement
- project brief
- type of space
- location (conservation area?)
- budget
- time
- attitudes
what is the benefit of early contractor engagement?
knowlegde of the construction market
what is the disadvantage of early contractor engagement?
Procurement
less time to design/less info produced
what can be a good and bad aspect of appointing a contractor early in the deisgn process?
Procurement
input on design decisions
What are the three variables to consider when picking a procurement route?
- time
- cost
- quality
What are contractual mechanisms for professional services?
RIBA contracts written by those with experince of architectural projects and processes
3 bullets
Who might be involved on the client’s side?
Procurement
- key stakeholders
- budget holders
- end users
what would you typically like to control when undertaking a traditional procurement route?
Types of Procurement Routes
Quality
what is the least prioritised thing (time, quality, cost) when undertaking a traditional procurement route project?
time
To what extent is the design team appointed for a traditional works project?
Types of Procurement Routes
The design team is appointed to fully design the project to a construction level of detail
the contractor constructs a project to a defined specification in which procurement route?
Types of Procurement Routes
traditional route
Which procurement route leads to:
- a higher degree of quality through a fully designed scheme?
Types of Procurement Routes
Traditional
Which Procurement route has a better degree of cost control?
Types of Procurement Routes
Traditional
Which Procurement route has more design control through a detaied spec and coordinated scheme?
Traditional
Which procurement route has a longer design process?
traditional
Which procurement route has a more expensive design stage?
Traditional
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)
the client
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
may be a higher price due to traditional contractual mechanisms
what two factors might the client wish to control in a D&B project?
Types of Procurement Routes
Time and Cost
relating to … 3 bullets
What are the requirements of the design team in a D&B project?
Types of Procurement Routes
they must establish the design intent of the project set against the employer’s requirements:
* layout
* materials
* size
define ERs
Employer’s requirements
What are the ERs?
the brief of the client
what does the contractor take responsibility for in a D&B project?
Design and Construction
How can the project timeline be reduced in a D&B project?
Types of Procurement Routes
through overlapping of design and construction stages
name two other advantages of Design and Build procurement
Types of Procurement Routes
- cost
- single point of responsibility
In which procurement route do the design team have less time to design?
Design and Build
In which procurement route is it possible for specifications to be exploited and open to interpretation?
Types of Procurement Routes
Design and Build
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
Design and Build
Which procurement route has a less accurate price at tender stage?
Design and Build
In what procurement route does the management contractor become a member of the professional project team due to being appointed early?
Management contract
Management contract is identical to which other procurement route (minus the early appointment of a management contractor)?
Traditional
- 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
Management contract
2 bullets
what is the contractor resopnsible for in a management contract?
Types of Procurement Routes
- defining packages of work
- managing the carrying out of his work through works contracts
