Preface xvii1 The Work of the Quantity Surveyor 1Introduction 2Characteristics of the construction industry 2Construction sectors 3The quantity surveying profession 5The role of the quantity surveyor 6Skills, knowledge and understanding 9Quantity surveying education 13RICS accreditation 13Assessment of professional competence (APC) 14Continuing professional development (CPD) 16References 162 Digital Technologies 19Introduction 19Building information modelling (BIM) 22References 343 Organisations and Management 37Introduction 38Business structures 38Staffing 40Corporate responsibilities 42Employer's responsibilities 43Marketing 45Management systems 46Time and cost management 48Developing staff and skills 49Finance and accounts 50References 544 The Quantity Surveyor and the Law 57Introduction 58The quantity surveyor and the client 58Agreement for appointment 61Negligence 65Unbefitting professional behaviour 66Other legislation requirements 67References 705 Cost Control 71Introduction 71Project cost control 72Cost advice 74Cost reporting 74New Rules of Measurement (NRM1) 75Pre-contract estimating methods 75General considerations 78Cost planning 80Additions to the building works estimate 81Main contractor's costs 81Design and professional fees 81Other project costs 82Risk allowances 82Inflation 82Exclusions associated with specialist advice 83Accuracy of approximate estimates 84BIM and cost estimating 85Client's cash flow 86Contractor's cost control 86Contractor's cash flow 87The role of lean construction in cost control 87References 916 Whole Life Costing 93Introduction 93Government policy 95Whole life costing and environmental impact 95Whole life costing applications 96Main factors to consider in WLC and LCC 100Long life, loose fit and low energy 102Calculations 104Life cycle worked examples 105Sensitivity analysis 106Reporting to the client 106BIM and LCC 106References 1077 Value Management 109Introduction 109Background 110Terminology 110Key aspects of value management 113The job plan 114Role of the quantity surveyor in the value management workshop 121BIM and value management 121Function analysis 122Supporting the case for value management 126Professional development and accreditation 128References 1288 Risk Management 131Introduction 132The application of risk management 133Risk identification 134Risk analysis 135Risk evaluation 141Risk management plan 141BIM and risk management 145References 1469 Procurement 147Introduction 147General matters 148Standard forms of contract 150Methods of price determination 151Contractor selection 154Contract strategy 164Client procurement needs 165Partnering 167The Private Finance Initiative (PFI) 170The role of the quantity surveyor 171References 17110 Contract Documentation 173Contract documents 173Coordinated project information 175Form of contract 176Contract drawings 177Descriptive schedules 178Contract bills 178Contract specification 181Schedules of rates 182Master programme 182Information release schedule 182Discrepancies in documents 182BIM and contracts 183References 18311 Preparation of Contract Bills 185Appointment of the quantity surveyor 185Receipt of drawings 186Taking-off 188Methods of measurement 189Alterations in taking-off 190Standard descriptions 191Numbering items 191Schedule of basic rates (fluctuations option B) 191Schedule of allocation (fluctuations option C) 192Completing the contract bills 192Computerised bill production 193Copyright in the bills of quantities 193Tendering procedure 194Tender queries 195E-tendering 203Online auctions 203References 20312 Cost Management 205Introduction 205Valuations 206Valuation on insolvency 218Cost control and reporting 219Cash flow 221BIM and valuing and managing change 222References 22213 Final Accounts 225Introduction 226Variations 227Procedure for measurement and evaluation 229The role of the clerk of works 231Pricing variations 231Provisional sums 236Loss and expense 238Fluctuations 238Completing the account 241Audit 242Timing and resources 244References 24514 Insolvency 247Introduction 247The role of the quantity surveyor 250The role of the liquidator 250Termination of contract (contractor insolvency) 252Provision in the forms of contract 253Factors to consider at insolvency 253Completion of the contract 255The employer's loss 256Expenditure involved 256Termination of contract (employer insolvency) 256Insolvency of the quantity surveyor or architect 258Performance bonds 258References 25915 Contractual Disputes 261Introduction 261Why disputes arise 262Litigation 264Alternative dispute resolution 264Adjudication 265Arbitration 266Non-adversarial alternative dispute resolution 268Expert witness 272Claims 273References 27616 Project Management 279Introduction 279Project management 281Terminology 281Duties of the project manager 282BIM and the project manager 285Responsibilities of the project manager 285References 29117 Facilities Management 293Introduction 294Measuring building performance 294The role of the facilities manager 295Outsourcing 296Maintenance management 297Problems of working in existing buildings 298Procurement 299Tendering and contractual arrangements 302Budget and cost control 303Benchmarking to improve value 305Sustainability 306Facilities management and BIM 308Education and training for the facilities manager 309Facilities management opportunities for the quantity surveyor 309References 31018 Sustainability in the Built Environment 313Introduction 313Sustainable development 314Legislation 319Assessment methods 320Net zero 321Circular economy 324Measuring embodied carbon emissions drivers 325Whole life carbon assessments 325Quantity surveying and sustainability 327References 328Index 331
Allan Ashworth was a visiting professor at the University of Salford and the Senior Academic Advisor to the Centre for Education in the Built Environment. He was also a former HMI in the Department for Education and Employment.Catherine Higgs is Associate Head of Faculty for Construction at the University College of Estate Management. She has over 25 years' experience teaching Quantity Surveying.