Index
Note: page numbers in italics refer to figures; page numbers in bold refer to tables.
aditional work 97, 138, 158 (see also variations)
approvals and consents 85
architect’s instructions see instructions
‘As-constructed’ Information 103, 136, 196, 198, 232
Association of Consultant Architects, PPC 2000 48, 178
bills of quantities 33, 99, 122, 158–9, 227
BIM (Building Information Modelling) 98, 224, 232
budget see Project Budget
Building Contract
selecting 49
Building Information Modelling (BIM) 98, 224, 232
building performance evaluation 223–4, 227
defects 200
CAD (computer-aided design) 89, 103
CAWS (Common Arrangement of Work Sections for Building Works) 97
CDE (common data environment) 89, 101
CDM coordinator 197
CDP (contractor’s designed portion) 32–3, 228
certificate of making good defects 206, 207
certificate of non-completion 175–7
certificate of Practical Completion 177–8, 183, 184–5, 198
certificates of progress payments see interim certificates
Change Control Procedures 34, 73, 78, 103, 127–9, 232
Chartered Institute of Building (CIOB) contracts 48
claims against the contract administrator 137
claims for lost time and expense 167, 170–1, 173–4
clerk of works 156
collaborative working 40–1, 229–30
Common Arrangement of Work Sections for Building Works (CAWS) 97
common data environment (CDE) 89, 101
Communication Strategy 29, 232–3
compensation events 158–9, 168, 228
completion date 138, 146, 166, 175 (see also Practical Completion)
computer-aided design (CAD) 89, 103
Concept Design 58
consents and approvals 85
Construction (Design and Management) Regulations 2007 (CDM regulations) 98, 105, 197
construction management contracts 20–1, 38–9, 64, 227
practical completion 178
construction phase health and safety plan 119
Construction Programme 145–51, 233
Construction Project Information Committee 97
Construction Strategy 59, 73, 85, 136, 233
contract administration systems 137, 140
contract administrator role 18–21, 34, 138–9, 227
contract administrator’s instructions see instructions
Contract Award Notice 119
contract documents 227 (see also Building Contract; drawings; specifications)
contract sum analysis 77, 163, 228
contractor-led projects 50, 51, 59, 73, 77–8
contractors (see also subcontractors)
claims for lost time and expense 167, 170–1, 173–4
pre-construction services 59, 60, 62
prequalification 74, 88, 91–3, 230
responsibilities 32
unsuccessful 121
contractor’s designed portion (CDP) 32–3, 228
drawings 157
Contractor’s Proposals (CPs) 233
one-stage design and build 76–7
two-stage design and build 63
Contractual Trees 233
construction management 39
design and build procurement 35
develop and construct 36
management contracting 40
traditional procurement 32
cost consultants 99, 139, 147, 163, 165, 203
Cost Information 41, 58, 97, 233
cost reimbursement contracts 33
CPs see Contractor’s Proposals (CPs)
critical path analysis 145
defect lists 155, 185, 200, 205, 206
defects 155–6, 199–201, 205, 228
defects liability period see rectification period
delays in the works 166–7 (see also extensions of time)
design, construct, manage (and maintain) 37–8, 62
design and build contracts 19–20, 34–8, 228 (see also one-stage design and build; two-stage design and build)
Construction Programme 146
contract administrator role 139
contract documents 122
interim certificates 163
issue of instructions 146
revision to completion date 171
design change notices 128 (see also Change Control Procedures; variations)
Design Programme 58, 72, 86, 233
Design Responsibility Matrix 29, 33, 84, 233
drawings 98
instructions issued by 151
develop and construct 35
Developed Design 72
discrepancies between drawings, specifications, etc. 167
document received sheet 103, 104
documentation (see also drawings; specifications)
discrepancies in 167
tender documents 51–2, 62, 85, 97–108 (see also Employer’s Requirements (ERs))
contractor’s designed portion 157
discrepancies 167
drawings register/issue sheets 102–3
early warning procedures 169
electronic tendering (e-tendering) 89–90, 228
employer’s agent 19–20, 136, 138, 139, 228
Employer’s Requirements (ERs) 61, 64, 75–6, 233–4
energy performance certificates 199
energy performance targets 225
EU procurement requirements 37, 88, 90
exceptionally inclement weather 167, 228
extensions of time 166–73, 202–3, 228
Feasibility Studies 28, 62, 234
Feedback 21–2, 215–16, 224, 234
FIDIC forms of contract 48, 159, 228
final certificates 208–12, 228
fitting out 198
fixed price contracts 33
force majeure 229
forms of building contract 6, 43–8
Gantt charts 145
glossaries
contract administration 227–31
Government Construction Strategy 41
government procurement see public sector procurement
Handover and Close Out stage 190–217
Handover Strategy 29, 59, 136, 194, 234
health and safety advisers 98, 105, 115, 197
health and safety file 197, 199
health and safety information (tenders) 98, 105
health and safety plan 119
Health and Safety Strategy 59, 234
Housing Grants, Construction and Regeneration Act 1996 162
Information Exchanges 234
information release schedules 146
inspections 144, 152–7, 181, 205, 206
interim certificates 162–5, 229
International Federation of Consulting Engineers see FIDIC forms of contract
interviews with contractors 39, 62, 65, 77, 91, 115
invitation to tender letter 108, 109–10
Joint Contracts Tribunal (JCT) contracts 7, 47, 175, 229
late tenders 112
latent defects 177, 201, 211–13, 229
letters see model letters
letters of intent 119, 120, 229
limitation periods 212–13, 229
liquidated and ascertained damages 166, 175, 202, 203
loss and expense 166, 173–4, 229
lump sum contracts 33
Maintenance and Operational Strategy 59, 73, 85, 225, 234
management contracting 39–40, 63–5
management contracts 20–1, 38–40, 63–5, 229
Construction Programme 146
contract administrator role 136
practical completion 178
tendering stage 59
MEAT (most economically advantageous tender) 88
mobilisation of contract 143
model letters
to client following Practical Completion 185 to client issuing certificates 165
to client issuing the final certificate 211
to contractor following Practical Completion 184
to contractor issuing contract documents 126
to contractor issuing the final certificate 212
preliminary invitation to tender 95–6
to successful contractor 120
tender issue to client 111
tender report to client 117–18
to unsuccessful contractors 121
‘most economically advantageous tender’ (MEAT) 88
NBS Building 97
NBS Contract Administrator software 7
NBS Create 97
‘taking over’ the works 181
negotiated tenders 88
non-completion certificate 175–7
non-compliance with tender instructions 112
notice of non-completion 175–7
occupants’ guide 196
Official Journal of the European Union (OJEU) 92, 119
one-stage design and build 74–7, 86
one-stage tendering 229
open tendering 88
opening up the works 167
operating and maintenance (O&M) manuals 196, 198
parties to the Building Contract 123–4
partnering contracts 41, 48–9, 178
performance-based specifications 99
PII (professional indemnity insurance) 137
possession of the site 167
Post-occupancy Evaluation (POE) 213–4, 234
PQQs (prequalification questionnaires) 92–3
Practical Completion 133–4, 177–86, 234
tasks and procedures before 194–8
tasks and procedures following 199–203
Practical Completion certificate 177–8, 183, 184–5, 198
pre-construction information (health and safety) 98, 105
pre-construction services 59, 60, 62
pre-construction tasks 75, 140–4
pre-handover meeting 181
preliminaries and contract details 103–5
preliminaries and general conditions 97, 230
Preparation and Brief stage 26–52
pre-qualification 74, 88, 91–3, 230
pre-qualification questionnaires (PQQs) 92–3
prescriptive specifications 99
procurement (see also public sector procurement)
contract administrator role in 18–21
Stage 2 activities 59
Stage 3 activities 73
Stage 4 activities 85
procurement route 30
professional indemnity insurance (PII) 137
professional services contract 18 (see also Schedules of Services)
progress monitoring 35, 137, 146, 151–5
Project Execution Plan 29, 59, 73, 85, 234–5
Project Information 194, 214–15, 235
project managers 18, 19, 20, 139
Project Outcomes 28, 194, 213, 223, 225, 235
project partnering contract PPC 2000 48–9, 178
Project Performance 215–16, 223–4, 235
Project Strategies 58, 72, 84, 235
project team 2, 17–18, 29, 230
design and build contracts 19
partnering contracts 41
public sector procurement 37, 88, 90
project partnering 41
Soft Landings 195
rectification period 178, 179, 186, 199, 203–8, 230
re-measurement contracts 33, 158–9
requests for information (RFI) 157
Research and Development (R&D) 223, 235–6
retention monies 162, 178, 179, 201–2, 208, 230
revisions to drawings 103, 151
contractor-led projects 51
management projects 63
one-stage design and build 74
traditional project 87
two-stage design and build 60
Risk Assessments 29, 42–3, 236
schedule of tenders received 113, 114
schedules of defects 155, 185, 200, 205, 206
Schedules of Services 29, 222, 236
schedules of work 100–1, 113, 124, 231
seasonal commissioning 194
sectional completion 134, 162, 175, 179, 231
sectional completion certificate 180
selective tendering 88
smaller projects
client’s contractor 92
defective work 205
design team instructions 151
final account 203
pre-contract meetings 144
pricing of work 101
site visits 153
at Stage 0 15
tender list 94
valuations 163
snagging 156, 231 (see also schedules of defects)
specialist subcontractors 32–3, 86, 146, 156
specifications 99, 124, 167, 231
speculative buildings 198
staged contracts see sectional completion
standard forms of building contract 43–8
standard letters see model letters
statutory consents 85
statutory limitation period 212–13, 229
Strategic Brief 16, 17, 21, 236
Strategic Definition stage 14–22
subcontractors, specialist 32–3, 86, 146, 156
substantial completion 178
supervision 152
supporting tasks at Stage 0 17
at Stage 1 29
at Stage 2 59
at Stage 3 73
at Stage 4 85
at Stage 5 136
at Stage 6 194
at Stage 7 223
suspension of the works 167
Sustainability Aspirations 28, 236
Sustainability Strategy 236
Technical Design 84
technical queries (TQs) 157
tenants 50
tender documents 51–2, 62, 85, 97–108 (see also Employer’s Requirements (ERs))
tender acceptance and award 118–19
tender invitation letter 108, 109–10
tender opening and assessment 112–16
tender received schedule 113, 114
document control 90
main forms of 88
number of tenderers 108
Stage 4 activities 86
third party submissions 85
TQs (technical queries) 157
traditional contracts 19, 31–4, 231
contract administrator role 136–9
contract documents 122
training of users 194, 196, 198
two-stage design and build 60–3, 73, 86
two-stage tendering 231
user guides 196
value added tax (VAT) 163
variations 33, 147, 151, 157–9, 170, 231
websites 89
Work in Progress 236