SOE Hooks 1.0 Flashcards

Question

What are the minimum limits of professional indemnity insurance?

Answer 1

Firm's turnover In the preceding year vs Minium limit of indemnity £100,000 or less - £250,000 PII £100,001 to £200,000 - £500,000 PII £200,001 and above - £1,000,000 PII

Answer 2

Firm turnover vs Maximum uninsured excess £10,000,000 or less - The greater of 2.5% of the sum insured, or £10,000 £10,000,001 and above - no limit set

Answer 3

- Notify them at your earliest opportunity - Comply with any conditions and procedures set out in the insurance policy - Advise the client of the error. - Assess the level of mistake and take steps for correcting.

Answer 4

Run-off' is a form of PII which covers the historic liabilities of a business after it ceases to trade. 'Legacy issues'. The RICS expects run-off cover to be maintained for a minimum period of six years from the cessation of the practice.

Answer 5

The RICS Bye-Laws provide the power for Head of Regulation and Regulatory Tribunal to make disciplinary and regulatory decisions including issuing disciplinary penalties and costs. Those decisions are made in accordance with the Rules and guidance created by the Standards and Regulation Board.

Answer 6

1) Application and definition of the bylaws 2) Membership and registartion laws 3) Designations rules 4) Contibutions and funds 5) Professional Conduct 6) Governing council 7) Boards committees and groups 8) Procedure for general meetings 9) Accoutning and audits 10) General (RICS properties, trustees, contracts, dissolution.

Answer 7

Directories Change control procedures Note important to keep current and redistribute

Answer 8

Once received I will provide written acknowledgement within 7-days. I will notify my project Partner and Company Secretary & Governing Counsel Imelda Moffet, who will log this within the Complaints Handling Log. I will notify G&T's PII insurer 'Marsh' I will provide a formal written response within 28 days. - If resolved G&T will undertake an internal audit in order to prevent the issue from reoccurring. - Following this, then the Company Secretary & Governing Counsel will update the Complaints Handling Log based on this outcome. However, if the complaint is still unresolved then an independent redress provider would review this such as the RICS Dispute Resolution Service.

Answer 9

To Inure we are aligned on the limits of my appointment and Professional Indemnity insurance.

Answer 10

I organised workshops with the Main Contractor to identify work that could be moved out-of-hours. I advised my Client of any activities that could not be sequenced so they could communicate the disruption to their stakeholders.

Answer 11

Strategic and Construction Dashboards. I will assess KPIs and advise on their health, and outline any mitigation strategies to address the risk if raised I will also report on team performance and stakeholder interfaces with upcoming programme activities.

Answer 12

- RICs Guidance Note on Complaints Handling published July 2016 - Guidance Note on complaints handling states that the CHP should: o Be fit for purpose o Be made available and understood by all staff o Be shared with complainants or potential complainants o Be regularly reviewed and updated o Be agreed with PII brokers so that they do not compromise cover o Provide details of the independent redress if the firm cannot resolve the complaint

Answer 13

- Understanding the Client’s objectives - Establishing your scope of services and the fee for doing so - Deliver work to a high standard o Myself, my firm, the RICS and the profession as a whole o Act within your level of competence - Appropriate behaviour o Being courteous, punctual and professional o Adhere to the RICS ethical and professional standards - Clean lines of communication o Regular meetings and updates o Establish a transparent, trustworthy and open relationship

Answer 14

- Regular and transparent communication - Act within the best interest of the client - Meet deadlines/expectations

Answer 15

Client Money Handling Professional Standard 2022

Answer 16

- Hold all money in a client account over which the RICS-regulated firmhas exclusive control at a bank or building society authorised by the relevant banking regulatory body - ensure that a client money account does not contain any sums other than the whole or any part of client money paid into it, or any sums needed to replace money that has been withdrawn from the account by error, with accrued interest on such amounts - not hold office money in a client money account unless it is a receipt of mixed monies where the office money is awaiting transfer - ensure that all client money accounts include the word ‘client’ (written in full) and the name of the firm in the title of the account, and that discrete client money accounts include an identifier (e.g. the client or property name) in the title of the account to easily distinguish it from other accounts of the RICS-regulated firm - ensure that money held in a client account is immediately available even at the sacrifice of interest, unless other arrangements are in the best interests of the client and the client has given express instructions in writing - ensure that where a client requests that money is held in an account to which it and the firm has access, this is a bank account set up by the client, not a firm bank account.

Answer 17

- Covering letter - Scope of service - Fee proposal - Resource Schedule & CV - Terms and Conditions - PI cert - Complaints handling - Assumptions and exclusions

Answer 18

- Any person, firm, trust, body corporate or other organisation that is a client of an RICS-regulated firm. - An individual who hires us for our professional services

Answer 19

• Verbal – face to face, telephone, Web conferenceing (teams), Listening • Written – email, letter, report • Presentations – a mixture of verbal and written/graphic

Answer 20

Talking to a client about being overbudget. It is important to be honest and upfront with the client while also providing solutions to the issue in a clear and cut manner

Answer 21

Depends on the method of communication: Verbal - By being clear, straight to the point and personal Written - Ensure Grammar is correct and the email, letter or report is well structured - You could get another person to comp check it. Presentation - Making sure that you know what are you going to say to a client prior to presenting or discussing a matter with the client

Answer 22

A discussion aimed at reaching an agreement

Answer 23

I would ensure I understand my own and clients position on the negotiation. For a negotiation, it is best to meet in person if possible. Both parties should explain their position and discuss differences there are before coming to an agreed position. I would insure only the relevant parties are invited to the negociation

Answer 24

Discomfort Incidents Misunderstanding Tension Crisis

Answer 25

Unacceptable demand. A request that is completely against what the other side wants so it won't even begin a negotiation

Answer 26

An offer which offends. The recipient of an insulting offer is likely to conclude that its interests are better served by following its Best Alternative to a Negotiated Agreement (BATNA). In most cases that means walking away and continuing with an expensive and time-consuming litigation

Answer 27

An offer that is outside of the Zone of Potential Agreement (ZOPA) but may still be regarded as tolerable by a recipient

Answer 28

High or low, soft: this involves the offer of a high price, but with a hint of willingness to negotiate; or the offer of a low price, but the indication of a willingness to increase. These offers will be just inside the insult zone, but will elicit questions for clarification from the other side, on which negotiations can build. Reasonable firm: this will be received as an opening offer if credibility has previously been established. It can also be used to close down an element of the overall deal. It is often more acceptable from more senior negotiators, and is a good way to open if you have sound, objective criteria from which to work. No offer – start with problem-solving: this is a good technique for increasing the range of variables available to the parties. No offer – start with silence: sometimes it’s just good to hear what the other party has to say.

Answer 29

Don't react Step to their side Don't reject the proposition, reframe it Make it easy to say 'yes' Make it hard to say 'no'

Answer 30

* Have a Agenda * Make sure everyone is aware of the agenda prior to the meeting * By Keeping the meeting on track and on time - ensuring you do not divert from the point of the meeting * Also ensure that the right people are able to voice their opinion on the subjects they specialise in * Make sure everyone is aware of the end goal of the meeting

Answer 31

Highlighted the importance of communication streams, keeping accurate records and supplying prompt issues of minutes as well as use of the RACI matrix. I understand the importance promptly issuing minutes and actions and that issuing these documents encourages strong channels of communication.

Answer 32

Soft skills include: leadership, communication and motivation Hard skills include qulaifications/experience

Answer 33

Agree Client objectives before negotiating on their behalf and the importance of being respectful and the skill of listening. I am aware that issues are often settled by compromise, and I am aware of the different five negotiation style.

Answer 34

Compete (I Win- You Lose) … Collaborate (I Win – You Win) Compromise (I Lose / Win Some – You Lose / Win Some) ... Accommodate (I Lose – You Win) ... Avoid (I Lose – You Lose) …

Answer 35

At least 48hrs after meeting This is important to maintian project momentum

Answer 36

meeting to allow attendees to prepare. to enable collaborative discussions on its content.

Answer 37

I frequently have work peer review and check for spelling and grammar or any inaccuracies or misleading sentences. Actions within my minutes are clearly allocated and dated for completion. I follow up on actions to ensure these actions are completed.

Answer 38

During the Main Contractor interview I ensured I had thoroughly reviewed their tender documentation and prepared questions for each.

Answer 39

The Construction (Design & Management) Regulations (CDM 2015) are the main set of regulations for managing the health, safety and welfare of construction projects.

Answer 40

National Independent Regulator for work-related health, safety and illness, They aim to offer free guidance and advice to support businesses to manage risks correctly.

Answer 41

Leading by example and using all the correct PPE required for site. Attending the site induction. Oversee a appointment of a principal designer and monitor their progress reviewing the contractors CPP and H&S file.

Answer 42

Health & Safety at Work Act 1974

Answer 43

Health and Safety at Work (UK)

Answer 44

Liklihood of occurance / adverse effects = Risk A risk is the likelihood that a hazard will actually cause its adverse effects, together with a measure of the effect.

Answer 45

Liklihood of occurance / adverse effects = Risk A risk is the likelihood that a hazard will actually cause its adverse effects, together with a measure of the effect.

Answer 46

Working at height, moving objects, slips, trips and falls. Noise and hand arm vibration syndrome (HAVS).

Answer 47

CDM aims to improve health and safety in the industry by helping you to: sensibly plan the work so the risks involved are managed from start to finish Both the principle designer and employer are liable if they are found to have not upheld these. The client must make suitable arrangements for managing the project, including: - Due diligence the works are reasonably practical and without risks to health and safety of any person effected by the project - Facilities must be provided for peoples carrying out the works. - Facilities must be maintained Before construction works begin they must draw up a construction phase plan and the principle designer must prepare the health and safety file for the project. The client must appoint a principle designer or fulfil the duties themselves

Answer 48

Commercial clients - Organisations or individuals for whom a construction project is carried out that is done as part of a business Domestic clients - People who have construction work carried out on ther home (not onbehlaf of a business) Designers - Organisations or individuals who as part of a business, prepare or modify designs for a building, product or system relating to construction work. Principal designers - Must be appinted by client in projects involoving more than one contractor. Principal Contractors - Contractors appointed by the client to coordinate the construction phase of a project where it involves more than one contractor. Contractors – Those who carry out the actual construction work, contractors can be an individual or a company. Workers – Those working for or under the control of contractors on a construction site.

Answer 49

The client must make suitable arrangements for managing the project. - Other duty holders are appointed as appropriate - Sufficient time and resources are allocated to the works. - Relevant information is prepared and provided to other dutyholders - The principal designer and principal contractor carry out their duties - Welfare facilities are provided

Answer 50

They are appointed in writing by the client (commercial or domestic) to plan, manage, monitor and coordinate health and safety during this phase. This includes ensuring standards are understood and followed.

Answer 51

The Health & Safety file is a document that contains information about the construction project and is required to be kept by the client.

Answer 52

The Health & Safety file should include information about the construction project, including any hazards or risks that were identified, and how they were managed. Principle Designer to always update and revise the file. Hazards on site, hazardous materials being used, information on plant, and also as built drawings

Answer 53

The principal designer should pass the Health & Safety file onto the client when the project reaches completion.

Answer 54

Plan and monitor H&S pre con Advise the client and design team on H&S issues Ensure all parties communicate and coordinate their design Liaise with the Principal contractor on H&S matters. - Plan, manage, monitor and coordinate health and safety in the pre-construction phase. In doing so they must take account of relevant information (such as an existing health and safety file) that might affect design work carried out both before and after the construction phase has started - help and advise the client in bringing together pre-construction information, and provide the information designers and contractors need to carry out their duties - work with any other designers on the project to eliminate foreseeable health and safety risks to anyone affected by the work and, where that is not possible, take steps to reduce or control those risks - ensure that everyone involved in the pre-construction phase communicates and cooperates, coordinating their work wherever required - liaise with the principal contractor, keeping them informed of any risks that need to be controlled during the construction phase

Answer 55

The client must make suitable arrangements for managing the project. - Other duty holders are appointed as appropriate - Sufficient time and resources are allocated to the works. - Relevant information is prepared and provided to other dutyholders - The principal designer and principal contractor carry out their duties - Welfare facilities are provided

Answer 56

A project is notifiable to the HSE if it is expected to last more than 30 days and involve more than 20 workers on site at any one time, or exceed 500 person days of work.

Answer 57

The F10 notification is a form that must be submitted to the HSE before construction work begins on a notifiable project.

Answer 58

The client issues the F10 notification, unless a principal designer is appointed. In which case the PD will issue the notification.

Answer 59

Reporting of Injuries, Diseases and Dangerous Occurrences Regulations 2013

Answer 60

1) Death 2) Specified injuries to workers (fractures, amputations, perminant loss of signt, crush, serious burns, scalping, loss of conciousness, enclosed space injuries. 3) Over-seven-day incapactation of a worker 4) Over-three-day incaacitiaon of a worker 5) Non fatal accidents to members of public 6) Ocuupational diseases 7) Dangeros occurrences 8) Gas incidents

Answer 61

It sets out basic, good practice principles for the management of health and safety for RICS regulated firms and members. It sets out principles for those engaged in the built environment as property professionals and includes health and safety responsibilities.

Answer 62

Personal responsibilites: individuals have the necessary skills, knowledge, training and experience to carry out these tasks Individual reponsbilities include: Performance (being competent to perform thier work). Control (being prepared to work within designates systems of work). Adaptability (being able to recognise and adapt to changing circumstances). Vigilence (remianing vigilent at all times to safty of you and others). Awareness (of your/others limitations). Teamwork Organisational responsibilities: Selection (of competent staff). Training, information, equpment, safe systems of work, clear instructions, supervision, PPE. Safe person concept: a ‘safe person’ to mean that each individual assumes individual behavioural responsibility for their own, their colleagues’ and others’ health and safety while at work. Corperate responsibility: time pressures, distraction/interruptions, fatigue. inexperience/lack of knowledge and complacency. Sets out risk management and assessment criteria Sets out standards for hygine, hazardous materials and places of work Sets out guidance for visiting sites Section on fire safety Section on contractor selection

Answer 63

6 types - chrysotile, actinolite, amosite, anthophyllite crocidolite and tremolite chrysotile is the most common - soft fibers

Answer 64

The client must notify the HSE if the construction work on a construction site is scheduled to— (a)last longer than 30 working days and have more than 20 workers working simultaneously at any point in the project; or (b)exceed 500 person days.

Answer 65

PPE is provided. That I have a valid CSCS card. Safe routes are established

Answer 66

I ensure they are submitted least 1 week prior to works beginning so the Client health and safety team have ample time to review and make comments prior to works beginning.

Answer 67

I have raised health and safety concerns if I identify any on site with the Principal Contractor’s H&S officer. On W&C, I noted a series of RAF flooring tiles were unsecured in a circulation area. I raised the issue with the site managers accompanying me and ensured the issue was rectified.

Answer 68

Liklihood of occurance / adverse effects = Risk A risk is the likelihood that a hazard will actually cause its adverse effects, together with a measure of the effect.

Answer 69

I A C R R Identify hazards. Assess the risks. Control the risks. Record your findings. Review the controls

Answer 70

1. Health and Safety at Work Act (HSWA) 1974. ... 2. Management of Health and Safety at Work Regulations (MHSWR) 1999. ... 3. Hierarchy of control. ... 4. The Reporting of Injuries, Diseases and Dangerous Occurrences Regulations (RIDDOR) 1995. ... 5. Safety Representatives and Safety Committees Regulations 1977. ... 6. The Licensing Act 2003.

Answer 71

If the regulation states that the duty of the person is 'absolute', this means that the relevant regulation must be adhered to regardless of the time, effort and cost of doing so.

Answer 72

Plan / Do / Check / Act How are you ensuring all staff – including the board – are sufficiently trained and competent in their health and safety responsibilities? How confident are you that your workforce, particularly safety representatives, are consulted properly on health and safety matters, and that their concerns are reaching the appropriate level including, as necessary, the board? How well do you know what is happening on the ground, and what audits or assessments are undertaken to inform you about what your organisation and contractors actually do? What do you do to ensure appropriate board-level review of health and safety?

Answer 73

A construction phase plan ( CPP ) must be prepared for a project before the construction phase begins The plan must outline the health and safety arrangements, site rules and specific measures concerning any work involving the risks listed in Schedule 3 of the CDM 2015 Regulations

Answer 74

Company accounts are a financial record or summary of the business activity over the previous 12 months. For most small companies, they will contain the Balance Sheet, Profit and Loss Statement and some notes. They can be used to judge a companies ability and capabilities in completing a project

Answer 75

the inflows and outflows of cash in a business over a specific period. It helps in planning for liquidity, identifying potential cash shortages, and ensuring that the business can meet its financial obligations.

Answer 76

The profit and loss account shows the revenue, expenses, and profits or losses of a business during a specific period (usually a quater of a financial year).

Answer 77

The balance sheet shows a company's assets, liabilities, and equity at a specific point in time.

Answer 78

Assessing cashflow is important because it identifies potential cash shortages, and ensuring that the business can meet its financial obligations. Assessing P&L statement allows you to identify areas where your business is excelling and areas that need improvement Balance sheets assess a company's ability to pay for its near-term operating needs, meet future debt obligations, and make distributions to owners

Answer 79

An auditor will analyse accounts and provide recommendations relating to risk, mitigation strategies as well as cost-reduction measures. I understand the importance of determining financial stability of a supplier or contractor before appointment.

Answer 80

A financial audit of a contractor could be carried out by reviewing their * financial statements, * analyzing their financial ratios, * verifying the accuracy of their accounting records and supporting documentation, * and assessing their internal controls and risk management processes. * The auditor may also conduct interviews with key personnel and perform site visits to verify physical assets and operations.

Answer 81

GAAP (generally accepted accounting principles) is a collection of commonly followed accounting rules and standards for financial reporting

Answer 82

The Cost Principle - 'Cost’. The cost principle refers to the fact that all listed values are accurate and reflect only actual costs, rather than any market value of the cost items. The Revenues Principal. Revenues refers to the requirement that when revenue is recognised, it is reported. The Matching Principle. Where revenue matches coinciding expenses. The Disclosure Principle. Disclosure entails that companies declare necessary information when reports on financial status are conducted, to whomever is undertaking the assessment.

Answer 83

The International Acounting standards promote transparency, accountability, and efficiency in financial markets. Property, plant and equipment is initially measured at its cost, subsequently measured either using a cost or revaluation model, and depreciated so that its depreciable amount is allocated on a systematic basis over its useful life.

Answer 84

A third party account which holds client funds before they are transferred.

Answer 85

Liquidity = High liquidity means assests can be sold quickly to pay debts Profitability = how well a business generates profits from its operations Leverage = utilisation of debt by business

Answer 86

A business plan is a written document that outlines a company's goals, strategies, and tactics for achieving those goals. It provides a roadmap for how a business will operate and grow over time. Generally tehse are over a five year period.

Answer 87

strategic, departmental, operational, corporate

Answer 88

Working capital = is a measure of a company's liquidity, operational efficiency, and short-term financial health. Stock represents a share in the ownership of a company, including a claim on the company's earnings and Debtors = individual who owes money Creditors = individuals or entities that have lent money and need to be repayed

Answer 89

A project execution plan is an organisational structure. Organisational structure determines the assignment and coordination of roles, power and responsibilities within a business. It also defines how information flows between the different levels of management.

Answer 90

Profitability = This evaluates whether the business is making money from operation Turnover

Answer 91

The two main accounting methods are cash accounting and accrual accounting. Cash accounting records revenues and expenses when they are received and paid. Accrual accounting records revenues and expenses when they occur.

Answer 92

I review my firms ‘Market Forecast Updates’ describing changes in material trends, insolvencies, labour, and energy prices and understand the importance critically assessing these against my firms and my Client’s business plans to meet cooperate objectives.

Answer 93

The business is indipendant and run by the partners which means there is no external board or stakeholder intrests.

Answer 94

ongoing strategy to diversify its portfolio and develop its members through the RICS chartership programme. The contents of a business plan may vary depending on the industry and purpose of the plan, but typically include an executive summary, company overview, market analysis, product or service description, marketing and sales strategy, management team and structure, financial projections, and funding requirements.

Answer 95

Political Economic Social Techology Legal Environmental

Answer 96

Strength weaknesses Opportunities Threats

Answer 97

SMART targets or objectives are specific, measurable, achievable, relevant, and time-bound. These targets can help ensure that a company's goals are clear and achievable.

Answer 98

Maintain current clients and gain new clients through good quality and dilligent service Aquire and obtain the best industry talent Support its staff through continuous professional development

Answer 99

1) negotiation, 2) mediation, 3) adjudication/arbitration/litigation

Answer 100

Negotiation, mediation and conciliation, adjudication, arbitration, independent expert determination and litigation.

Answer 101

Negotiation - Quick. - Cheap. - Encourages collaboration. - Outcome is not legally binding. - Does not guarantee a decision or outcome. - Will often ends in a compromise. Mediation - When compared to adjudication relatively cheap, although there is cost. - When compared to adjudication relatively fast . - Involves and independent party to make independent judgement. Good if parties are not getting along. - Does not guarantee an agreed outcomes. - Encourages collaboration, although may end in compromise. Adjudication - Guarantees a binding outcome. - Private - Slow. - Expensive. - Will be the most hostile setting for both parties. Litigation - Expensive - Public - Long duration - Binding outcome

Answer 102

I am aware that conflict is often unavoidable but know that through processes such as accurate record keeping, transparency, good payment practices and an understanding of contract roles and responsibilities can help manage conflicts as set out in the RICS ‘Conflict avoidance and dispute resolution in construction’ guidance note.

Answer 103

Project risk register.

Answer 104

The JCT recommends mediaitons is 'given serious consideration'. Adjudication is the preferred form of dispute resolution in JCT contracts. NEC forms recommend the same approach.

Answer 105

All parties have a staturory right to Adjudication in a JCT construction contract.

Answer 106

General Principles Conflict avoidance processes The three pillars of dispute resolution Dispute resolution techniques Alternative dispute resolution (’ADR’) Standard form contracts Conflict avoidance Dispute resolution procedures Dispute escalation clauses Interim valuations and claims

Answer 107

The powers of the adjudicator arise out of the express and implied terms of the contract between the parties. Those powers may either: • be set out within the contract itself, or the contract may include reference to a particular set of adjudication rules or the Scheme; or • in the case of a contract which does not comply with the Construction Act, be set out in the Scheme. Usually the Adjudicator has absolute discretion as to the conduct of the adjudication, albeit governed by the Construction Act. The Scheme and the various sets of adjudication rules generally contain a list of typical powers

Answer 108

Arbitration is a process, subject to statutory controls, whereby formal disputes are determined by a private tribunal chosen by the parties. It is an alternative to litigation and has been used for resolving disputes for a considerable period of time.

Answer 109

1. A short document is submitted as there is only a short hearing. 2. There is Max 14 day period to review, then documents must be supplied to arbitrator at least 7 days before hearing. 3. Hearing is a 1 day event that happens no later than 21 days after the form of arbitration is decided)

Answer 110

Agreed thrid party Facilitates discussions between parties Goal to reach a settlement - the power to settle remains with the parties however The process is nonbinding

Answer 111

A statutory procedure for swift interim dispute resolution to enable the parties to proceed without delay or damage to reputations. It is provided by a third party ajudicator selected by the parties in dispute. Resolved in 28 days typically

Answer 112

- Negociation - Mediations -Adjudication

Answer 113

Technology & Construction Court Part of the Business & Property Court of the High Court of Justice. They handle litigation disputes abot buildings, engineering and surveying. They tend to handle cases usually over £250,000

Answer 114

Quantitive is = numerical data Qualatitive is verbal/opinion based data

Answer 115

collation, processing, peer reviewing, and GDPR storage practices

Answer 116

The Data Protection Act 2018 controls how your personal information is used by organisations, businesses or the government. - Used fairly, lawfully and transparently - Used for specified, explicit purposes - Used in a way that is adequate, relevant and limited to only what is necessary accurate and, where necessary, kept up to date kept for no longer than is necessary handled in a way that ensures appropriate security, including protection against unlawful or unauthorised processing, access, loss, destruction or damage

Answer 117

Same as above

Answer 118

The EU GDPR sets a maximum fine of €20 million (about £18 million) or 4% of annual global turnover – whichever is greater – for infringements

Answer 119

Aconex and Asite

Answer 120

Theory X is based on the assumptions that employees don't really want to work, lack ambition, only work to collect a paycheck, and need constant supervision. Theory Y is based on the assumptions that employees want to work, want to take responsibility, and do not need much supervision.

Answer 121

Unconscious bias refers to a prejudice or stereotype an individual may hold about a particular group of people that they aren't fully aware of.

Answer 122

protects people from discrimination in the workplace.

Answer 123

Age Disability Gender reassignment Marriage and civil partnership Pregnancy and maternity Race Religion or belief Sex Sexual orientation

Answer 124

Part M building regulations is an approved document which provides information about the ease of access to, and use of, buildings, including facilities for disabled visitors or occupants, and the ability to move through a building easily.

Answer 125

It replaced/combined the following: * Anti-discrimination legislation * Including the Race Relations Act * The Disability Discrimination Act * The Sex Discrimination Act.

Answer 126

DR GRAMPSS Disability Race Gender Religion Age Martial status Pregnancy (/maternity) Sex Sexual orientation

Answer 127

Legal requirements are enforcible by Law. ethical standards do not necessarily have a legal basis but are the 'right thing to do'

Answer 128

benefits of setting a Net Zero target, enhanced credibility and brand reputation. the ability to drive innovation and create competitive advantage. increased resilience given likely future regulation.

Answer 129

In the brief

Answer 130

Building Research Establishment Environmental Assessment Method (BREEAM) Scheme that assesses energy efficiency and the sustainability factors of a building against set criteria to translate it into a rating. Carried out by a licenced BREEAM assessor who is appointed during the design stage.

Answer 131

Outstanding - 85 Excellent - 70 Very good - 55 Good - 45 Pass - 30 Unlassified - Less than 30

Answer 132

1) Trasnport 2) Pollution 3) Water 4) Building material 5) Health 6) Energy 7) Innovation 8) Communities 9) Land use 10) Resources 11) Energy emissions 12) Resiliance

Answer 133

Part L assesses buildings' energy efficiency and carbon emissions to reduce the carbon footprint of new and existing buildings. It sets standards for the energy performance of buildings, including their insulation, heating, lighting, ventilation, and use of renewable energy.

Answer 134

four key elements: offer, acceptance, consideration and intent to create legal relations.

Answer 135

NEC contracts are aimed at engineering projects but are easily adapted to building works. JCT contracts are aimed at building works rather than engineering projects but again can be adapted for both. NEC contracts are generally deemed to be simpler to understand.

Answer 136

JCT Minor Works Contract is for smaller-scale construction projects that involve relatively straightforward work. It is a standardized form of contract that provides a simple and efficient framework for contracting construction projects of a limited size and complexity. It is used on low to moderate value projects. It is often used on projects with a single trade or specailist works. The minor works contract can be best used when the client wants simplicity.

Answer 137

- Clearly defined scope of work - Specific Contract Sum - Allows for a Contractor's Design Portion (CDP) - Includes provisions for establishing a programme for the works - Provides mechanisms for handling variations and instructions - Outlines the Outlines the payment provisions and insurance requirements

Answer 138

The JCT Intermediate Building Contract is often used for medium-sized construction projects that fall between small-scale, straightforward works and larger, more complex endeavors. The contract is often used when the employer wants to retain a greater degree of control over the design process but is willing to allow the contractor to have some responsibility for design aspects. This contract is often suitable for a single stage tender

Answer 139

- Large projects - infrastructure projects - Complex in nature - Not suitable for Standard/intermediate - design and build contract The JCT Major Project Construction Contract is specifically tailored for large and complex construction projects that go beyond the scale and complexity covered by standard or intermediate contracts. This can include major infrastructure projects, high-value developments, or projects with intricate technical requirements. If the procurement method involves a design and build approach, where the contractor is responsible for both the design and construction aspects, the JCT Major Project Construction Contract may be appropriate

Answer 140

Clearly defined Scope and Definitions. Allowance for Design and Build by the contractor. Suitable for use on Multi-Phased Projects. Specifies the roles of the Project Manager and Employer's Agent, outlining their respective responsibilities in project management and administration Outlines requirements for project scheduling, including the submission of a detailed programme

Answer 141

The JCT Design and Build Contract is commonly used when the employer wants a single contractor to take responsibility for both the design and construction phases of the project. It can assist in fast tracking the construction, it will reduce employer design input, it can provide more cost certainty, it can allow the contractor to complete value engineering during the project, the risk is transfered on to the contractor and the contractor can come up with innovative construction solutions.

Answer 142

- Contractor appointed as the Single Point of Responsibility - The contractor assumes responsibility for the design - The employer provides a set of employer's requirements, specifying the functional and performance criteria for the project. The contractor is responsible for designing and delivering the project to meet these requirements - The contract provides mechanisms for dealing with variations and instructions

Answer 143

The JCT Prime Cost Contract is typically used when the exact scope of work or costs cannot be determined precisely at the contract's inception. It allows for payments based on the actual costs incurred by the contractor, along with an agreed fee or percentage.

Answer 144

The JCT Measured Term Contract is suitable for ongoing or repetitive minor works over a specified period. It sets out rates for various tasks or works that might be required during the contract duration.

Answer 145

The JCT Construction Management Contract is used when an employer wishes to appoint a construction manager to manage multiple contracts or trade packages within a project. It's often utilized in complex developments where effective coordination is crucial.

Answer 146

Key features include the appointment of a construction manager responsible for managing various trade contracts, coordinating works, optimizing construction processes, and overseeing interfaces between trades.

Answer 147

The JCT Management Building Contract is employed when an employer wants to manage the project directly, taking responsibility for design and construction. It allows the employer to appoint contractors and consultants directly.

Answer 148

A final inspection to confirm work is complete and meets contract standards. Issuing the Practical Completion Certificate. The client can occupy the premises. The client waives the right to charge Liquidated Damages. The defects liability period begins, Half retention money may be released.

Answer 149

Where the completion date of a project is adjusted. It postpones the date of which liquidated damages can be deducted from the cmain contractor.

Answer 150

Relevant events are specific events outlined in the contract that could entitle the contractor to an extension of time or additional payment due to their impact on the project's progress or cost.

Answer 151

The term "concurrent delay" is generally used in circumstances where a period of delay to the completion of a project is caused by two or more factors, one of which is the contractor's responsibility and one of which is the employer's responsibility. In practice, the phrase is more often used to describe the situation where the competing events occur at different times but their delaying effects on the work are felt at the same time.

Answer 152

if there are two concurrent causes of delay, one of which is a relevant event and the other is not, then the contractor is entitled to an extension of time for the period of delay caused by the relevant event notwithstanding the concurrent effect of the other event

Answer 153

The most significant English case regarding concurrent delay was Henry Boot Construction v. Malmaison in 1999. The court found that: If there are two concurrent causes of delay, one of which is a Relevant Event [an employer risk event], and the other is not, then the contractor is entitled to an extension of time for the period of delay caused by the Relevant Event notwithstanding the concurrent effect of the other event.

Answer 154

A defects liability period is the time period specified in the contract during which a contractor is legally required to return to a construction site to repair any defects which have appeared in that contractor's work since the date of completion

Answer 155

1) Recieve valuation from QS 2) Seek letters of reliance 3) Draft covering letter and interim cert for issue 5 day after valuation 4) Issue recommendation to client once all docs are received.

Answer 156

The CA issues a certificate of non-completion which is a as a prerequisite to claiming liquidated and ascertained damages. The client may then deduct liquidated and ascertained damages from payments otherwise due to the contractor, providing that an appropriate notice has been issued (a pay less notice) setting out the basis of the calculation

Answer 157

To release a Practical Completion Certificate, you typically need approvals from the project architect, building control, and any relevant subcontractors. As the contract administrator: - PC Cert - O&M - List of defects - Comissioning certs - Building control sign off - Letters of reliance - Health and safety file, - Training doucmentation, - Contractor confirmation works are complete - Confirmation all planning conditions are discharged

Answer 158

Cause and effect analysis

Answer 159

Collate information Collate impact assessment information Determine impacts and give recommendation Client approval Instruction

Answer 160

My process is to collate the required information to support a change request form and issue to the contractor, allowing them 5 days to compile programme, cost, risk and any other relevant information. I would then present the client with a holistic review of change request and outline its impacts to the Client. I would give a recommendation based on the implications to allow the Client to determine approval.

Answer 161

A relevant matter is a matter for which the client is responsible that materially affects the progress of the works. This may enable the contractor to claim direct loss and / or expense that has been incurred. Relevant matters might include: Failure to give the contractor possession of the site. Failure to give the contractor access to and from the site. Delays in receiving instructions. Opening up works or testing works that then prove to have been carried out in accordance with the contract. Discrepancies in the contract documents. Disruption caused by works being carried out by the client. Failure by the client to supply goods or materials. Instructions relating to variations and expenditure of provisional sums. Inaccurate forecasting of works described by approximate quantities. Issues relating to CDM.

Answer 162

Relevant matters might include: Failure to give the contractor possession of the site. Failure to give the contractor access to and from the site. Delays in receiving instructions. Opening up works or testing works that then prove to have been carried out in accordance with the contract. Discrepancies in the contract documents. Disruption caused by works being carried out by the client. Failure by the client to supply goods or materials. Instructions relating to variations and expenditure of provisional sums. Inaccurate forecasting of works described by approximate quantities. Issues relating to CDM.

Answer 163

On W&C, I assessed an Extension of Time (EOT) regarding late landlord isolations. I deemed that this was a relevant event, although it was also noted that fan coil unit delivery and ceiling works were concurrently in delay. Due to the concurrent delay, most of additional time request was granted excluding time requests attributed to delayed fit-out works by the Main Contractor. I used a cause-and-effect analysis when determining the validity of the claim for additional time.

Answer 164

On W&C, I managed the process of issuing the Certificate of Making Good Defects. Initially, I notified the client and contractor and organised site reviews to assess the completed works and remedial work to any defects. Some further defects were identified, which I captured in a schedule, agreed dates for their rectification and diarised a further review after the dates of completion. Once I assessed as the Contract Administrator all defects were resolved, I notified the client and issued a Certificate of Making Good Defects and released the final 2.5% of Retention as specified in the contract.

Answer 165

On W&C, I led the change management process. My process was to collate the required information to support a change request form and issue to the contractor, allowing them 5 days to compile programme, cost, risk and any other relevant information. I would then present the client with a holistic review of change request and outline its impacts to the client. I would give a recommendation based on the implications to allow the client to determine approval.

Answer 166

A relevant event may be caused by the client, or may be a neutral event such as exceptionally adverse weather. The contract should set out what constitutes a relevant event. Relevant events may include: Variations. Exceptionally adverse weather. Civil commotion or terrorism. Failure to provide information Delay on the part of a nominated sub-contractor. Statutory undertaker’s work. Delay in giving the contractor possession of the site. Force majeure (events that are beyond the reasonable control of a party, such as a war or an epidemic). Loss from a specified peril such as flood. The supply of materials and goods by the client. National strikes. Changes in statutory requirements. Delays in receiving permissions that the contractor has taken reasonable steps to avoid.

Answer 167

To establish who is Responsible, Accountable, Consulted, Informed. To ensure all cleint objectives are captured.

Answer 168

programme, budget, concept designs and operational requirements as well as any existing due diligence of the site.

Answer 169

I am aware the project brief should be reviewed regularly to ensure the developing project information still complies with the Clients’ objectives. I am aware the brief will develop and mature through the RIBA stages as the project is further defined.

Answer 170

On 20RM, I worked with my Client and their stakeholders to identify and update the key requirements for the catering brief. I understand the responsibility of the project manager to assemble and analyse information relevant to the preparation of the brief. During the development of defining the catering brief, I reported fortnightly using a design development tracker which documented decisions reached, changes and risks identified from both the Client and consultant. I also prepared documentation outlining the business case for each budget option. Once the Client was comfortable that key Client requirements and business case was achieved, I coordinated with the catering consultant to formalise the final brief for approval and further development at RIBA Stage 3.

Answer 171

I assisted the Client by suggesting further site validations should be carried out prior to committing to the project breif which was dependant on reuse of existing cabling. The Client instructed additional surveys based on my recommendation, and it was determined that in several locations replacement data cabling was required. I updated the project execution plan to include further validations on the other floors.

Answer 172

I defined the furniture brief through Stage 3/4 with relevant project stakeholders and sponsors. I identified the client’s expectation and budget set out in the brief was not aligned. To rectify the issue, I worked with the consultant to develop bronze, silver, and gold options for each furniture package, and priority areas to allocate this budget with the Client. Client facing areas were given the highest budget allocation and I was successful in recording and implementing decisions made with the Client sponsor group.

Answer 173

On W&C, I led the change management process. My process was to collate the required information to support a change request form and issue to the contractor, allowing them 5 days to compile programme, cost, risk and any other relevant information. I would then present the client with a holistic review of change request and outline its impacts to the client. I would give a recommendation based on the implications to allow the client to determine approval.

Answer 174

autocratic, democratic, and laissez-faire.

Answer 175

Key Performace Indicators

Answer 176

I understand the key tasks and responsibilities of the project manager when managing a team including fostering good communication, administering the strategic project goals, managing time/cost/quality and monitoring, and reporting on project progress.

Answer 177

I understand that leadership styles need to be adapted to maintain a high-performance team.

Answer 178

Herzberg’s Two-Factor Theory proposes that two sets of factors influence job satisfaction: hygiene factors and motivators. Hygiene factors, like salary and working conditions, don’t motivate but can cause dissatisfaction if inadequate. Motivators, like achievement, recognition, and growth, can create satisfaction and enhance motivation when present.

Answer 179

I primarily adopt a democratic leadership style when leading a project team as I find the team is most productive and engaged when decisions originate from collaborative conversations. I have found the deliverables of consultants and contractors are of a higher quality when they are collaborating in developing design and scopes of work. I have found when an impasse is reached, I will employ an autocratic leadership style to overcome the obstacle. An example of this was when the architect and contractor were not agreeing on whose responsibility it was to get responses from building control. In this example, I referred to the scope of services and demanded the architect to proceed as the design management element was out of the contractor’s scope of service.

Answer 180

I am mindful to raise achievements of the project team, especially in Client meetings, as these are ‘motivating factors’ which will improve performance and relations. I am also conscious of the ‘hygiene factors’ within the theory and am sure to raise items like issues with poor physical workspaces or supervision if identified on the project.

Answer 181

I advised the client that I was aware of Inclusivity Consultants who would give design recommendations beyond Part M including faith provisions. The client agreed to proceed with an RFP to explore this appointment further.

Answer 182

On W&C, the WC installation fell behind programme. I raised to the main contractor that their labour levels were not sufficient and recommended they should be increased. I alerted the client to the issue and my recommendations; I adapted my construction report to include an in-depth analysis of WC progress. The main contractor increased their on-site labour as per my recommendation.

Answer 183

At 20RM the client’s project brief expressed a desire to go ‘above and beyond’ with inclusivity. I advised the client that I was aware of inclusivity consultants who would give design recommendations beyond Part M including faith provisions. The client agreed to explore this appointment further.

Answer 184

On W&C, I identified that a consultant was under performing as the contractor had identified information relating to the electrical package. I discussed this issue separately with the consultant who advised their background was in small electric appliances rather than building services. They noted that they felt unsupported in their role. After this discussion, I notified the MEP engineers line management with permission from the consultant. I recommended additional support/supervision was given which was agreed. I ensured this matter was discretely and sensitively handled.

Answer 185

The project manager role often includes management of the design and administration of the various design team appointments in addition to administration of the construction contract held by the employer. All in accordance with RICS guidelines.

Answer 186

You can you contignecy to allocate funds to a potential project risk. You can allocate provisional sums to allocate funds to a known requirement which is undefined.

Answer 187

I should seek to control including risk assessment, strategic planning, team coordination and monitoring of both design and project works.

Answer 188

I understand the stages of the RIBA plan of works and key documents and deliverables of each stage. I have used and contributed to the creation of key project documents including a Project Directory, Project Execution Plan (PEP), Risk Register, Budgets, and Programme.

Answer 189

Project Directory, Project Execution Plan (PEP), Risk Register, Budgets, and Programme.

Answer 190

Business drivers are simply the major inputs and actions that drive a company's operational and financial success. The main five drivers are cash, profit, assets, growth, and people

Answer 191

- Project definition and a summary of the strategic brief or later the project brief. 'Drawings insofar as they are developed at this stage. -Project programme. - Cost plan, cost management and accounting procedures. - Contracting and procurement strategy. - Roles, responsibilities and authorities. This might be set out in a responsibility matrix - Monitoring and reporting strategies. - Potential consultations / stakeholder management. - Communications strategy, Technology strategy. - Risk assessment and risk allocation. - Strategy for obtaining planning permission and other permissions. - Health and safety strategy. - Sustainability strategy - Quality assurance strategy. - Soft landings strategy, including business change and staff training requirements, commissioning, handover, migration, aftercare and post occupation evaluation strategy. - Operational strategy. - Equipment requirements (inside or outside of the building contract). - Unusual or long-lead items.

Answer 192

Construction (Design and Management) Regulations 2015 Control of Substances Hazardous to Health Regulations (COSHH) 2002 Health and Safety (Consultation with Employees) Regulations 1996 Health and Safety at Work etc Act 1974 Lifting Operations and Lifting Equipment Regulations (LOLER) 1998 Management of Health and Safety at Work Regulations 1999 Provision and Use of Work Equipment Regulations (PUWER) 1998 Work at Height Regulations 2005

Answer 193

Time / cost / quality May deviate from client quality expectation.

Answer 194

I ensure that this risk is communicated to the client, and the design teams recommendations and client decisions are record in the change control log.

Answer 195

Information is to be: o used fairly, lawfully and transparently o used for specified, explicit purposes o used in a way that is adequate, relevant and limited to only what is necessary o accurate and, where necessary, kept up to date o kept for no longer than is necessary o handled in a way that ensures appropriate security, including protection against unlawful or unauthorised processing, access, loss, destruction or damage

Answer 196

Works simple in nature and under £250,000.00 in value

Answer 197

Useful especially when with large labour turn

Answer 198

key project risks and risks/opportunities for improved performance. I have addressed key project risks through consulting relevant specialists and if required, instructing further works or appointing additional consultants to advise on the design.

Answer 199

At 20RM, I have reviewed and completed a series of extensive value engineering exercises to ensure the project remains within budget. I appreciate that implementing value engineering may deviate from client expectations in terms of quality and I ensure that this risk is communicated to the client, and the design teams recommendations and client decisions are record in the change control log.

Answer 200

During site reviews, the client for W&C noted they would like to instruct a variation to the glazing scope. After discussing feasibility of the proposal with the contractor, it was established that the lead time of the glazing affected the critical path of the programme. I advised the client that procuring and installing the additional glazing would not be achievable in the programme (at that stage) and if instructed, would constitute a relevant event, entitling the contractor to an extension of time. Based on this advice, the client did not proceed with the variation.

Answer 201

During post sectional completion on W&C, I prepared an audit report identifying lessons learnt from the completed floors. Completion of the toilet blocks were often behind programme leading to poor workmanship due to rushed efforts by the contractor to complete the works. I raised this during design meetings and worked with the project team to seek alternate design solutions to increase efficiency of the install. Once a schedule of items was identified, I collated the substitutions for approval by the client, which I subsequently progressed through the change control process.

Answer 202

At 20RM I noted my wayfinding consultant was not achieving their deadlines and those delivered were of poor quality. I noted the underlying issues included 1) conflicting client feedback, and 2) lack of understanding of inclusivity regulations. To mitigate this, I formed a client working group to agree cohesive feedback before instructing the consultant to progress their design and I instructed my architect and inclusivity consultant to draft file notes explicitly detailing design considerations for wayfinding. I was successful in improving the consultant’s performance.

Answer 203

a chart in which a series of horizontal lines shows the amount of work done or production completed in certain periods of time in relation to the amount planned for those periods.

Answer 204

I assess the strategic programme in progress meetings to insure all are aware of upcoming key milestones or submissions. On W&C, I review programmes with both consultant team or contractor planners to ensure programme dates are realistic and achievable.

Answer 205

strategic, high-level, design, construction, procurement, or task specific.

Answer 206

The amount of time a activity can be postponed before it will impact on other dependant activities I have reviewed acticity loat to assess activity float when re-sequencing installation of kitchen services at W&C.

Answer 207

Schedule Performance. Project managers compare planned project milestones and deadline dates to the actual progress to measure this metric. ... Cost Performance. Scope Change Requests / quanity of change Defect Density. Risk Register Updates Stakeholder Satisfaction

Answer 208

The critical path (or paths) is the longest path (in time) from Start to Finish; it indicates the minimum time necessary to complete the entire project.

Answer 209

Acceleration in construction is the process of moving a project towards completion at a faster pace than originally anticipated. The idea is to finish works before the contracted date and end the programme before completion is due

Answer 210

Assess on site performance against site perfromance

Answer 211

Critical path anlaysis, GANNTT charts, float of activities

Answer 212

On W&C, I identified the delivery of furniture was not being coordinated adequately between the supplier and main contractor. Damage was being caused to the products due to negligence from the site trades. I noted this conflict was caused due to the loading out of furniture obstructing areas where the contractor was still trying to access for final commissioning or decoration activities. After reviewing the remaining contractor sequence of works, along with outstanding furniture deliveries, I created a detailed programme for the final delivery which featured a critical path, dropline and highlighted conflicting activities for resolution. I advised my client on progress achieved and workshopped resolutions to any key issues identified that would have impacted the critical path with the site teams.

Answer 213

On 20RM, a key MEP subcontractor entered into liquidation during the tender. I prepared a report for the client recommending an extension the procurement of the main contract from a single to two stage tender to allow the design team to update their design. I successfully redrafted the strategic programme to include this extension. In this instance due to float in the programme before the commencement of the client’s lease, the overall strategic programme was not impacted. After completing the programme, I then reported weekly on progress achieved against the new programme revision to ensure no further disruption to the critical path and milestones.

Answer 214

On W&C the main goods lift broke down during construction adding pressure to a separate goods lift shared with the client’s operations teams. I created a weekly delivery workshop to coordinate the weekly usage against remaining delivery slots to reduce further risks of programme extension and facilitate cooperative discussions. I was successful in negating programme extension and managing both my contractor and client’s delivery programmes.

Answer 215

Review of the steel frame.

Answer 216

On 20RM, I also coordinated a review exercise of the Cat A fit-out against our Stage 3 design to ensure the castellations in the structural beams were in the correct location for our building services to pass through. Several relatively minor discrepancies were identified which would have been a much greater issue to rectify retrospectively post completion of the base build.

Answer 217

- High sheer and compresive strength - Speed of construction - Good quality management - Realtively light compared to reinforced concrete. Less load on foundations, earier to lift. - steel structure can be made into a large span - Ease for services to pass

Answer 218

Building regulations are minimum standards for design, construction and alterations to virtually every building. The regulations are developed by the UK government and approved by Parliament.

Answer 219

On 20RM, there were some exceptionally heavy equipment/art to be installed on floor slabs. I recommended locations specified by the engineer, over beams as the most cost-effective locations where these items could be placed without the need for additional structural strengthening.

Answer 220

Additionally, a further recommendation was made to relocate the gym as noise from equipment such as treadmills would be transferred through the structure into the reception. The client accepted the recommendation and I instructed the consultant team to relocate the gym to an area above the loading bay.

Answer 221

I coordinated a review exercise of the Cat A fit-out against our Stage 3 design to ensure the castellations in the structural beams were in the correct location for our building services to pass through. Several relatively minor discrepancies were identified which would have been a much greater issue to rectify retrospectively post completion of the base build.

Answer 222

Part M building regulations is an approved document which provides information about the ease of access to, and use of, buildings, including facilities for disabled visitors or occupants, and the ability to move through a building easily.

Answer 223

Design and Build, Traditional, Construction Management and Management Contracting

Answer 224

Design & Build: Design & Build is a procurement method where a single entity, the design and build contractor, is responsible for both the design and construction phases of a project.

Answer 225

Traditional Procurement: Traditional procurement is a linear process where the design is completed before the construction phase begins. The design is usually carried out by an architect or design team, and the contractor is selected based on a competitive tendering process.

Answer 226

Construction Management: Construction management involves the appointment of a construction manager to coordinate and manage the construction phase, working closely with the design team and contractors. Appropriateness of Construction Management: Suitable for complex projects where early construction starts and flexibility in design are essential.

Answer 227

Management Contracting: Management contracting involves appointing a management contractor who manages the construction process, engaging various trade contractors directly.

Answer 228

Difference between Management Contracting and Construction Management: In Management Contracting, the management contractor takes more responsibility for construction, while in Construction Management, the construction manager works closely with the client and design team but does not take direct responsibility for trade contractors.

Answer 229

Often reffered to as 'Design, Bid, Build'. Client employs a design team to design the project in detail. Contractors are then invited to bid on the works. Often single stage competitive basis.

Answer 230

A single-stage tender is a procurement method used in construction and other industries where the entire tendering process, including the submission of bids and the evaluation of proposals, is conducted in a single stage. Key features of a single-stage tender include: Initial Submission: In a single-stage tender, prospective contractors submit their bids or proposals in response to the tender documents provided by the client or the contracting authority. These documents typically include project specifications, drawings, schedules, terms and conditions, and other relevant information necessary for preparing the bid. Bid Evaluation: The client or the procurement team evaluates the bids received from the prospective contractors based on predefined criteria, such as price, technical compliance, qualifications, experience, and proposed methodologies. The evaluation process aims to identify the most suitable contractor to carry out the project. Award Decision: After evaluating the bids, the client selects the winning contractor and awards the contract based on the criteria established in the tender documents. The award decision may consider factors such as the contractor's qualifications, proposed approach, price competitiveness, and overall value for money. Negotiation (if applicable): In some cases, the client may enter into negotiations with the selected contractor to finalize specific terms and conditions of the contract, clarify project requirements, address any discrepancies in the bid, or negotiate pricing and other contractual terms.

Answer 231

A two-stage tender, also known as a two-stage selective tender or a two-stage procurement process, is a method used in construction and other industries for procuring complex projects where the design and scope of work are not fully defined at the outset. The two-stage tendering process allows for greater collaboration between the client and potential contractors, enabling the refinement of project details and the exploration of different design options before finalizing the contract.

Answer 232

A negotiated tender is a procurement method in which the client or the contracting authority negotiates directly with one or more selected contractors to finalize the terms and conditions of a contract without going through a competitive bidding process. Unlike traditional tendering methods where bids are submitted in response to a formal invitation to tender, negotiated tendering involves direct discussions and negotiations between the client and the contractor(s) to arrive at mutually acceptable terms.

Answer 233

Usually Cost Manager or Project Manager. for: Clarity and Understanding: Thoroughly compiled tender documents provide clear and comprehensive information about the project scope, requirements, specifications, terms, and conditions. This helps prospective bidders understand the client's expectations and prepare accurate and competitive bids or proposals. Legal Compliance: Tender documents must comply with applicable laws, regulations, procurement policies, and industry standards. Thorough compilation ensures that the tendering process is conducted in accordance with legal requirements and best practices, minimizing the risk of legal challenges, disputes, or allegations of impropriety. Risk Management: Thoroughly compiled tender documents help identify and mitigate risks associated with the project, including scope creep, cost overruns, delays, quality issues, and contractual disputes. Clear specifications, performance requirements, and contractual terms help clarify expectations and allocate risks appropriately between the client and the contractor.

Answer 234

Negotiated tendering involves the buyer approaching a single supplier to ask them to deliver the work. This is usually based on the supplier's track record in the industry, or a previous relationship with the supplier.

Answer 235

A partnership agreement is a contract between all parties involved in starting a partnership structured business. The contract covers the rights & responsibilities of each partner.Partnering is a broad term used to describe a collaborative management approach that encourages openness and trust between parties to a contract.

Answer 236

Improved communication, risk sharing, enhanced teamwork, better predictability of time and cost;

Answer 237

Requires high level management time and dedication to be successsful; partnering principles should be careful not share risk which is allocated to parties elsewhere; If the relationship between the employer/supply chain is too close, there is a risk that the employer can become increasingly involved in the results of shared decisions and therefore becomes less able to provide oversight, compared to a traditional 'arms -length' relationship;

Answer 238

A prequalification questionnaire (PQQ) is a document used in procurement processes to assess the suitability of potential suppliers or contractors before inviting them to participate in a tendering process. The primary purpose of a prequalification questionnaire is to gather information about the capabilities, experience, financial stability, and compliance of prospective bidders to ensure that they meet the minimum requirements set forth by the buyer or the contracting authority.

Answer 239

variables including time, cost, quality, and appetite for risk will impact selection of procurement routes.

Answer 240

Framework agreements are widely used in the construction industry: a framework agreement is an umbrella agreement that a party enters into with one or more suppliers (who may be contractors, sub-contractors, suppliers or consultants) to establish the terms governing a long term relationship during which one or more contract may be awarded by the employer to such supplier(s).

Answer 241

The maxmimum framework agreement term is 4 years as set by the Public Contracts Regulations 2015.

Answer 242

Advantages: Streamlined procurement, cost savings, flexibility. Disadvantages: Limited competition, potential for unclear requirements.

Answer 243

For 20RM, I assisted in the traditional competitive tender for the main contractor. Originally the tender was to be a traditional single stage between three contractors. However, due to a delay in the release of Stage 4 MEP information, the tender process was adapted to include a competitive second stage tender between two of three of the main contractors.

Answer 244

During this process I assisted drafting the Pre-Qualification Questionnaire and Request for Proposals. I also attended tender interviews and raised tender queries based for the tendering contractors based on observations from their tender documents. Post completion of the interviews, I compiled a score sheet and collated responses and scores of the performance in the interviews and formal submission content and made the initial draft of our recommendation report.

Answer 245

Reviewing and issuing instructions (CAI’s), authorising interim payments, reviewing extension of time requests, certifying section and practical completions.

Answer 246

Industry rumours about the contractor’s finances; Multiple members of the contractor’s key project team leaving the contractor at the same time; The project not progressing at the expected rate; Reduced numbers of people working on the project (which you may notice by simply walking the site); An increased occurrence of defects on the project; Sub-contractors not being paid or not, at least, being paid on time. Sub-contractors may even approach the employer directly for payment; and The contractor making inflated applications for payment.

Answer 247

Appointment terms

Answer 248

It is important as payment terms are set out in the contract doucment. We must obide with RICS gudiance on handelling client's money

Answer 249

I am responsible for the 20RM professional fees cash flow tracker which is compiled and issued monthly to the client commercial team. Within this tracker, provisional sums are built in for potential extension of services, particularly for base build monitoring which was successful in forecasting and absorbing further fees due to slippage of the base build practical completion date.

Answer 250

I am responsible for compiling statements of compliance from the consultant team against the main contractor’s valuation payment. I will also draft the relevant certificates for approval and review by a senior G&T partner. On W&C, I am the day-to-day contact for drafting instructions as well as assessing if it a relevant contact variation and design information.

Answer 251

An initial budget is set, which the design team will create their design documents and cost plan in accordance to achieve.

Answer 252

Reviewing and issuing instructions (CAIs), authorising interim payments, reviewing extension of time requests, certifying section and practical completions.

Answer 253

I am aware of the process that may be used to challenge decisions made by the Contract Administrator including litigation, arbitration and adjudication.

Answer 254

If the client cannot take beneficial occupation of the site If there are largae quantum on incomplete works

Answer 255

Stage 0: Strategic Definition. Stage 1: Preparation and Briefing. Stage 2: Concept Design. Stage 3: Spatial Coordination. Stage 4: Technical Design. Stage 5: Manufacturing and Construction. Stage 6: Handover. Stage 7: Use.

Answer 256

Client / employers requirements Business case

Answer 257

confirming objectives, developing the project brief, assessing feasibility, conducting site surveys, consulting stakeholders, and creating initial design concepts

Answer 258

Developed project brief Signed of RIBA stage report Project strategies Outline specification Cost plan

Answer 259

Signed of RIBA stage report Project strategies Updated outline specification Updated Cost plan Planning application

Answer 260

Manufacturing information Construction information Final specification Project stratgeies Building regulation approvals

Answer 261

Building manual, H&S file and Fire Safety Information Proactical completion Asset information

Answer 262

Feedback on project performance Final certificates Post occupancy evaluations

Answer 263

Feedback on post occupancy evaluation Updated building manual and H&S file IF necissary, any updates to fire strategy info