1. Inception and Feasibility
Liaise with Client and other Consultants to determine Client's initial requirements and subsequent development of the full brief.
Advise on selection of other Consultants if not already appointed.
Advise on implications of proposed project and liaise with other experts in developing such advice.
Advise on feasibility of procurement options.
Establish Client's order of priorities for quality, time and cost.
Prepare initial budget estimate from feasibility proposals.
Prepare overall project cost calculation and cash flow projections.

2. Pre-Contract Cost Control
Prepare and develop preliminary cost plan.
Advise on cost of design team's proposals, including effects of site usage and alternative forms of design and construction as design develops.
Monitor cost implications during detailed design stage.
Maintain and develop cost plan, and prepare periodic reports and updated cash flow forecasts.

 

3. Tender and Contractual Documentation
Advise on tendering and contractual arrangements taking into account the Client's priorities and information available from designers.
Advise on insurance responsibilities and liaise with Client's insurance adviser.
Advise on warranties and bonds for performance and other purposes.
Prepare tender and contract documentation in conjunction with the Client and members of the design team.
Provide copies of documentation as agreed.
Advise on use and/or amendment of standard forms of contract or contribute to drafting of particular requirements in association with Client's legal adviser.

4. Tender Selection and Appraisal
Advise on short-listing prospective tenderers.
Investigate prospective tenderers and advise Client on their financial status and experience.
Attend interviews with tenderers and arrange delivery of documents to selected tenderers.
Check tender submissions for accuracy, level of pricing, pricing policy, etc.
Advise on errors and qualifications and, if necessary, negotiate thereon.
Advise on submission of programme of work and method statement.
Prepare appropriate documentation, if required, to adjust the tender received to an acceptable contract sum.
Review financial budget in view of tenders received and prepare revised cash flow.
Prepare report on tenders with appropriate recommendations.

5. Interim Valuations
Prepare recommendations for interim payments to Contractors, Sub-Contractors and Suppliers in accordance with requirements.

6. Post-Contract Cost Control
Value designers' draft instructions for varying the project before issue.
Prepare periodic cost reports in agreed format at specified intervals including any allocations of cost and/or copies as requested by third parties.

7. Final Account
Audit of Variation Accounts
Adjustment of Preliminaries
Adjustment of Price Costs and Provisional Sums
Adjustment of Measured Quantities depending upon the type of Contract
Negotiation and agreement with Contractors
Preparation of Final Account Statement for the signatures of Employers and Contractors
Issue of final Valuation for Architects' Final Certifications

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