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Qualification - BTEC HND QS & BE
Unit Number - Unit 14
Unit Name - Involvement of a Quantity Surveyor in post contract activities
Assignment Title - Involvement of a Quantity Surveyor in post contract activities
Learning Outcome 1: Understand the constituent parts of a contract
Learning Outcome 2: Be able to cost manage a project
Learning Outcome 3: Understand lump sums in a contract
Learning Outcome 4: Understand construction claims
Learning Outcome 5: Understand contractual disputes and the methods of resolution
"The key to a successful project often lies in the understanding and cooperation that is essential from all participants; each must be clearly aware of his duties and rights. The documentation is the vital link between design and construction" (Brook, 2015). Any kind of contract should contain set of contract documents in order to run any project smoothly. You are asked to imagine (or consider any actual project) a project based on traditional procurement route.
1.1 Discuss the types of contract documents used for procurement of the selected project which is based on traditional procurement route.
Task 1.1-To achieve M2.3 you will have to show the evidences of using a range of sources by providing necessary formats/samples of the above listed contract documents used in the imagined/selected project
1.2 Justify the selection of a contract for effective execution of a project by comparing & contrasting key features, advantages & disadvantages of various types of contracts available.
Task 1.2-Self-criticism & approach has taken place in explaining in detail the contract used in the selected project by analyzing key reasons for the selection to achieve D1.3.
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Scenario 02.A (Report Writing)
Generally the contractor's quantity surveyor prepares the Interim payment application and the evaluation is done by the consultant's quantity surveyor. Assume you are assigned the below task by a company which you attended for an interview recently. Your knowledge in post contract quantity surveying is evaluated through this activity and selection for the post will depend on your performances.
1. Select a two storied (or above) building project which you can find contract documents including BoQ, Drawings etc.
2. Prepare the Interim Valuation No.01 for the project presuming following works are completed
b. Frame up to and including first floor
c. Wall finishes (partly)
d. And any other reasonable activity
3. You should follow appropriate formats in preparation of the payment applications including attaching markup drawings to show the work done. Summary page, Summary of BoQ items, Bill as per BoQ works & Provisional Sums, Schedule of preliminaries, Variations, Day works, Material at site etc. are to be included in the payment application.
4. Submit one copy of the payment application including a CD containing the soft copy of the payment application along with the assignment
3.1 Generally, a BoQ contains a provision of Prime cost & Provisional sums. Explain the inclusion of prime cost sum and provisional sum in the contract sum.
3.2 Adjust prime cost and provisional sums and illustrate how it is included in interim valuation and final accounts by calculating the correct value to be inserted in the valuations.
Task 3.2- You may achieve M3.4 by showing the communication taking place in unfamiliar context by assessing the way of including above Sections in an interim valuation.
A. Provisional Sums:
Water main connection
Allowance in BOQ is Rs. 66,000.00 and payment made to water board was Rs. 65,456.00.
Electricity main connection
Provisional sum in BOQ is Rs. 56,000.00 and payment made to CEB was Rs. 56,343.00.
Sewer main connection
Provisional sum in BOQ is Rs. 70,000.00 and payment made was Rs. 67, 982.00.
All payments are subject to a 5% profit addition.
B. Other works
The provisional sum allowed in the BOQ for dayworks is Rs. 60,000.00 but no works were carried out under dayworks.
Provisional sum allowed for employer's T.P calls is Rs. 9,500.00 and the total bills were for Rs. 8,643.50.
A provisional sum of Rs. 75,000.00 was allowed in the Bills of Quantities but was not used.
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4.1 Assess the situations in which variations may arise in a building construction project.
4.2 Prepare variation account for the Variation order issued by the Architect as shown below (Task 4.2 Calculation Data)
4.3 Different condition of contracts contains different ways of calculating price fluctuations in adjusting the contract sums.
Evaluate a method of adjusting the contract sum in respect of fluctuations using ICTAD conditions of contracts.
Task 4.2 - Complex information has synthesized & processed in altering the rate breakdown in the class room activity.
Task 4.3-Complex information has synthesized & processed in assessing the way of calculating price fluctuations using ICTAD fluctuation formulae. Here you will have to explain in detail the terms used in the formulae to achieve M2.5
4.4 Produce the final account using the provided data in the Annex 01.
Task 4.2 Calculation Data (Issued during the CRA)
Architect's Instruction (A5) No 01-400mmx400mm Ceramic Tiles in lieu of 300mmx300mm Ceramic Tiles
The price of the 300mmx300mm Ceramic Tiles used by the contractor when pricing the bills was Rs.2,150 per m2 including delivery. The price of the 400mmx400mm Ceramic Tiles, delivered, was Rs.2690 m2 and this price had remained unchanged since before tender date. The bill rates are Rs. 3780.00 for laying 300mmx300mm Ceramic Tiles. The overhead and profit was 20%. Calculate the new rates for each wall thicknesses and prepare variation account.
300x300 tilling, labour rates Rs.500 per the gang (Skilled & unskilled) per m2
400x400 tilling, labour rates Rs.350 per the gang (Skilled & unskilled) per m2
Total tile area 25 m2
"Disputes in the construction industry in Sri Lanka are normally arising for supply of suppliers, services and the installation of equipments. And, disputes on quality, time, and payments are also at the forefront. Early days in Sri Lanka most disputes were settled on the site at a relaxed meeting between the construction parties. But today those disputes are more lengthy and complicated. When projects increase in size and complexity as a result the risk of cost and time overrun is increased. Therefore, nowadays they are resolving using Alternative Dispute Resolution (ADR) methods. Mainly, the construction industry has dispute resolution clauses in their contract documents, and thereby, rules and conditions explain the way any dispute will be determined" (THE QSWEEK,2013).
Assume that you are working as a Quantity Surveyor in a large scale construction company in Sri Lanka. On behalf of the QS Department of your company, you are requested to do a presentation by addressing following areas to all the staff members of your company.
5.1 Resolution is required when there is a dispute. Examine the potential causes of the occurrence of disputes related to construction industry.
5.2 Evaluate strategies to eliminate/minimize such causes leading to disputes.
5.3 Evaluate the methods of dispute resolutions which can be used based on the nature of the dispute.
Task 5.3-To achieve M3.4, you should show the evidences of taking place of communication in familiar and unfamiliar contexts by comparing & contrasting at least four dispute resolution methods used in construction industry.
Task 5-Effective thinking has to be taken place in unfamiliar contexts in identifying the best ADR method which can be used in a particular situation and presenting with examples.
Outcomes of Learning
Understand the constituent parts of a contract
Discuss the types of contract documents used for
procurement of a project
Justify the selection of a contract for effective
execution of a project
Be able to cost manage a project
Evaluate the methods of payment for works used in contracts
Prepare an interim valuation for a period of work
Understand lump sums in a contract
Explain the inclusion of prime cost sums and
provisional sums in the contract
Adjust prime cost and provisional sums in computing
Understand construction claims
Assess situations in which contract variations may
Prepare variation accounts for a given situation
Evaluate a method of adjusting the contract sums in respect of price fluctuations
Produce a final account for a project
Understand contractual disputes and the methods of resolution
Examine the potential causes of disputes
Evaluate strategies to eliminate/minimise disputes
Evaluate the methods used for dispute resolution
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