Historically employed to estimate and measure the likely material requirements for any building project, the role of the modern quantity surveyor is diverse, with a wide range of employers and geographical locations to match. Change continues to be a feature in quantity surveying practice, with the New Rules of Measurement, the RICS Black Book and Building Information Modelling (BIM) all adding to the already dynamic environment in which the Quantity Surveyor operates. This new edition of Practice and Procedure for the Quantity Surveyor reflects that dynamic environment, addressing changing practices and procedures in the profession, whilst focussing on the core skills which are essential to success.
The 13th edition of this classic text, originally written by three generations of the Willis family (all quantity surveyors) continues to provide a thorough introduction to the work of the quantity surveyor in private practice, in public service and in contracting organisations.
Auflage
Sprache
Verlagsort
Verlagsgruppe
Zielgruppe
Maße
Höhe: 24.4 cm
Breite: 17 cm
Dicke: 2 cm
Gewicht
ISBN-13
978-0-470-67219-8 (9780470672198)
Schweitzer Klassifikation
Allan Ashworth DUniv (Hon), MSc, MRICS is a Visiting Professor at the University of Salford and the Adjunct Professor in Quantity Surveying at UTAR in Malaysia. He is a former HMI (Her Majesty's Inspector) in the Department for Education and Employment and the Senior Academic Advisor to the Centre for Education in the Built Environment based at the University of Salford.
Keith Hogg BSc, PGCE was, until his recent retirement, Associate Dean (Development) in the School of the Built Environment at Northumbria University. He worked in private practice in the UK and overseas and engaged in research and practise in areas of risk management and value management. Throughout much of his career he was closely involved with the RICS in areas of Quantity Surveying Practice and Surveying Education.
Catherine Higgs MSc, MRICS is a Senior Lecturer in Quantity Surveying and Associate Head of the Department of Construction and Property at the University of the West of England, Bristol. She is also a UWE Teaching Fellow with a strong interest in the pedagogy of quantity surveying practice.
Autor*in
HMI, MSc, MRICS, Adjunct Professor, UNITEC, New Zealand and Visiting Professor, Liverpool John Moores University
Previously School ofthe Built Environment, University of Northumbria
Faculty of Environment and Technology, University of the West of England
Preface xi
1 The Work of the Quantity Surveyor 1
Introduction 1
A changing industry 3
Construction sectors 6
The role of the quantity surveyor 8
Skills, knowledge and understanding 15
What's in a name?18
Discussion topic20
References and bibliography 23
2 Education, Training and Employment 24
Introduction24
Chronology of quantity surveying education 1960-201224
Quantity surveyors in education 27
Partnership and accreditation 28
Non-cognate disciplines 30
National vocational qualifications (NVQs) Vocational experience and qualifications 30
Assessment of professional competence (APC) 31
Continuing professional development (CPD) 32
Construction Industry Council (CIC) 33
Changing work patterns 34
The professions 44
Role of the RICS 48
Discussion topic 50
References and bibliography 52
3 Organisation and Management 53
Introduction 53
Staffing 53
Office organisation 55
Employer's responsibilities 57
Public relations and marketing 61
Quality management 63
Time and cost management 65
Education and training Developing staff 66
Finance and accounts 68
Discussion topic 73
References and bibliography 77
4 The Quantity Surveyor and the Law 78
Introduction 78
The quantity surveyor and the client 78
Collateral warranties 85
Performance bonds 87
Professional indemnity insurance 88
Contracts of employment 88
The Disability Discrimination Act 2004 Equality Act 2010 90
Discussion topic 91
References and bibliography 93
5 Research and Innovation 95
Introduction 95
RICS 96
Classification of research and development 97
Research and development in the construction and property industries 98
Rethinking construction innovation and research 99
Changing role of the quantity surveyor 102
Research and development in quantity surveying practice 103
Academic research 106
Research dissemination 107
Information and communication technologies (ICTs) 107
Quantity surveying practice 108
Major ICT issues 110
The future of ICT 112
The importance of change 112
Innovation 114
Conclusions 116
Discussion topic 117
References and bibliography 119
6 Cost Control 121
Introduction 121
Project cost control 121
Cost advice 122
Precontract methods 123
General considerations 127
Accuracy of approximate estimates 130
Preparing the approximate estimate 130
Whole life costing 131
Value management 132
Risk analysis 132
Best value 132
Taxation 133
Financial assistance for development 136
Post-contract methods 138
Discussion topic 141
References and bibliography 144
7 Whole Life Costing 146
Introduction 146
Brief history 147
Government policy 147
Whole life value 148
Whole life costing applications 149
Whole life costs 151
Main factors to consider 152
Targeting the major elements of costs-in-use 154
Depreciation and obsolescence in buildings 154
Long life, loose fit and low energy 155
Calculations 155
Forecasting the future 157
Whole life cost forum (WLCF) 160
Conclusions 161
Discussion topic 161
References and bibliography 164
8 Value Management 166
Introduction 166
Background 167
Terminology 167
When should surveyors use value management? 168
The application of value management 171
Functional analysis 178
Supporting the case for value management 183
Professional development and accreditation 185
Discussion topic 186
References and bibliography 189
9 Risk Management 190
Introduction 190
When should surveyors use risk management? 191
The application of risk management 194
Risk analysis 195
Risk registers 197
Expected monetary value (EMV) 200
Simulation (quantitative risk analysis) 200
Risk management 203
Appraisal of risk management options 206
Considerations in risk allocation 207
Merging risk management and value management opportunity? 208
Discussion topic 209
References and bibliography 213
10 Procurement 215
Introduction 215
General matters 216
Standards forms of contract 218
Methods of price determination 219
Contractor selection and appointment 221
Procurement options 226
Contract strategy 232
Client procurement needs 233
Partnering 234
The Private Finance Initiative (PFI) 237
The role of the quantity surveyor 237
Discussion topic 238
References and bibliography 241
11 Contract Documentation 243
Contract documents 243
Coordinated project information 244
Form of contract 245
Contract drawings 247
Schedules 247
Contract bills 248
Methods of measurement 251
Contract specification 252
Schedules of work rates 253
Master programme 254
Information release schedule 254
Discrepancies in documents 254
Discussion topic 254
References and bibliography 257
12 Preparation of Contract Bills 258
Appointment of the quantity surveyor 258
Receipt of drawings 259
Taking-off 261
Contract bills 265
Invitation to tender Preliminary enquiry 269
Receipt of tenders 274
E-tendering 280
Discussion topic 281
References and bibliography 283
13 Cost Management 285
Introduction 285
Valuations 286
Valuation on insolvency 302
Cost control and reporting 302
Discussion topic 306
References and bibliography 309
14 Final Accounts 310
Introduction 310
Variations 311
Procedure for measurement and evaluation 313
Pricing variations 316
Provisional sums 321
Fluctuations 323
Completing the account 327
Audit 328
Timing and resources 330
Discussion topic 331
References and bibliography 334
15 Insolvency 335
Introduction 335
The role of the quantity surveyor 337
Scenario 338
The role of the liquidator 339
The law 340
Determination of contract (contractor insolvency) 340
Provision in the forms of contract 341
Factors to consider at insolvency 342
Completion of the contract 344
The employer's loss 345
Expenditure involved 345
Termination of contract (employer insolvency) 346
Insolvency of the quantity surveyor or architect 348
Performance bonds 348
Discussion topic 349
References and bibliography 352
16 Contractual Disputes 353
Introduction 353
Why disputes arise 353
Litigation 355
Arbitration 356
Adjudication 358
Alternative dispute resolution 358
Expert witness 361
Lay advocacy 362
Claims 363
Discussion topic 370
References and bibliography 373
17 Project Management 375
Introduction 375
Justifying project management by adding value 376
Terminology 377
Attributes of the project manager 378
Duties and responsibilities of the project manager 385
Quantity surveying skills and expertise 391
Fees 391
Education and training for the project manager 392
Discussion topic 393
References and bibliography 396
18 Facilities Management 398
Introduction 398
The work of the facilities manager 399
Sustainability 413
Facilities management opportunities for the quantity surveyor 415
Education and training for the facilities manager 417
Discussion topic 417
References and bibliography 420
19 Emergent Themes: Sustainability and BIM
Introduction
Background
Measures of sustainability
Quantity surveying and sustainability
Zero carbon
Building Information Modeling (BIM)
BIM use within the industry
Discussion topic
References and Bibliography
Index 423
