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Vol 21 No 11 Nov/Dec 2016

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The Aqua Group Guide to Procurement, Tendering & Contract Administration 2nd ed


ISBN13: 9781118346549
Previous Edition ISBN: 9781405131988
Published: April 2016
Publisher: Wiley-Blackwell
Country of Publication: UK
Format: Paperback
Price: £34.99



In stock.

This authoritative guide gives a detailed account of the building team's roles and responsibilities, with best industry practice required to ensure that building projects meet clients' expectations on time, cost and quality.

The period from starting a college course to successful completion of professional examinations represents a long and steep learning curve. The range of skills and the knowledge required to perform work efficiently and effectively might, at first, seem rather daunting. This guide will provide you with sufficient understanding and hold you in good stead for your early years in professional practice.

The Aqua Group Guide to Procurement, Tendering and Contract Administration is the merging of three established textbooks written by the Aqua Group - a highly respected group of architects and quantity surveyors. It has been edited, enlarged and updated into a single volume by Davis Langdon and now covers the entire building process from inception through to final account.

With clear and thorough explanations by practising professionals from this distinguished practice, you are taken through self-contained chapters covering the detail of the briefing stage, procurement methods, tendering procedures, and contract administration.

Throughout, the emphasis is on current best practice and the book draws from the widely used Joint Contracts Tribunal (JCT) series of contracts.

Subjects:
Construction Law, Public Procurement
Contents:
Foreword
Introduction
About the Editors and Authors

Part I Briefing the Project Team

1. The Project Team
Introduction
Parties to a building contract and their supporting teams
Rights, duties and responsibilities
The employer
The architect/contract administrator
The quantity surveyor
The CDM co-ordinator
The clerk of works
The status of named consultants
Unnamed consultants with delegated powers
The project manager
The principal contractor
Sub-contractors
Statutory Requirements
The CDM Regulations
Avoiding disputes
Communications

2. Assessing the Needs
The structure
The strategic definition
Contributions to the initial project brief
The initial programme
The appointment
Appointment documents
Collateral warranties

3. Building as assets
Building as assets as well as buildings
Single building or programme
Buildings as solutions to business challenges
Everyday solutions-based thinking
Summary

Part II Available Procurement Methods

4. Principles of Procurement
Simple theory complex practice
The eternal triangle
Other considerations
The Construction (Design and Management) Regulations 2007
Risk
Accountability
Entering into the contract
Type of contract
Selection of the contractor the tendering procedure
Establishing price and time
The dynamics of tendering

5. Basic Concepts
Economic use of resources
Labour
Materials
Plant
Capital
Contractor s contribution to design and contract programme
Production cost savings
Continuity
Risk and accountability
Accountability
Summary

6. Accountability
Background
The modern concept of public accountability
Contract documentation
Proper price
Dispensing with competition
Inflation
Value for money
Summary

7. Value and Risk Management
Value management
Value articulation and project definition
Optimisation of benefits and costs
Learning lessons and performance optimisation
Risk management
Risk must be managed
Nothing ventured, nothing gained
Understanding the project
Risk management strategies
Allocating management actions
Value and risk are complementary
Similarities in the processes
The integrated process

8. Fixed Price and Cost Reimbursement
Fixed price
Cost reimbursement
Application to contract elements
Fluctuations
Target cost contracts
Use
The employer s position
The contractor s position
Programme
Summary

9. Fixed Price Contracts
JCT fixed price contracts
The Standard Building Contract
Design and Build Contract
Major Project Construction Contract
Intermediate Building Contract
Minor Works Building Contract
Other fixed price contract available
Advantages and disadvantages of fixed price contracts
Advantages
Disadvantages

10. Cost Reimbursement Contracts
The fee
The Prime Cost building contract
Characteristics of the form
Advantages and disadvantages of cost reimbursement contracts
Advantages
Disadvantages
Budget and cost control
Administering the contract
Procedure for keeping prime costs
Contractor s site staff and direct workforce
Materials
Plant
Credits
Sub-letting
Defective work
Cost control
Final account

11. Target Cost Contracts
Guaranteed maximum price contracts
Competition
Contract
Advantages and disadvantages
Use

12. Management and Construction Management Contracts
Payment and cost control
Selection and appointment of the contractor
Contract conditions
Contract administration
Professional advisers
Advantages and disadvantages
Advantages
Disadvantages
Construction Management
Use
Programme

13. Design and Build Contracts
The Contract
Where to use design and build (and when not to do so)
Managing the design process
Novation
Evaluation of submissions
Post-contract administration
Financial administration
Programme
Advantages and disadvantages
Advantages
Disadvantages

14. Continuity Contracts
Serial contracting
Purpose and use
Operation
Continuation contracts
Purpose and use
Operation
Term contracts
Purpose and use
JCT Measured Term Contract
Operation

15. Partnering
A definition
When to adopt a partnering approach
The agreement
JCT Partnering Charter
JCT Framework Agreement
JCT Construction Excellence
The partnering workshop
The benefits
The risks
Future of partnering

16. Procurement
Introduction
The scope of procurement law
The general principles
Procedures
Key principles
Evaluating tenderers
Evaluating tenders
Framework agreements
Contract change
Cancellation of the process
Information obligations debrief and disclosure
Commencing proceedings
Remedies
Complaints to the EU Commission and other challenge procedures
Tendering contracts

Part III Preparing for and Inviting Tenders

17. Procedure from Brief to Tender
Initial brief
Developing the brief
Feasibility stage
Sketch scheme
Costs
Procurement
Detailed design
Programming
Design team meetings
Drawings
Specifications
Bills of quantities
Specialist sub-contractors and suppliers
Quality assurance
Obtaining tenders

18. Pre-Contract Cost Control
Introduction
The purpose of pre-contract cost control
Framework for pre-contract estimating
Treatment of on-costs and other costs in order of cost estimates
Presenting an order of cost estimate
Cost plans
Treatment of on-costs and other costs in cost plans
Presenting a cost plan
Challenges associated with the production of cost plans
Cash flow
Whole life costs
Summary

19. Drawings and Schedules
The language of drawing
The changing role of drawings and documents
Quality
Quality manuals
Quality procedure codes
Quality review
Types, sizes and layout of drawings
Size
Layout and revision
Scale
Nature and sequence of drawing production
Drawings for SBC contracts
Drawings for design and build or management contracts
Design intent information
Computer aided design
Drawing file formats and translation
Project extranets
Contents of drawings
Survey plan
Site plan, layout and drainage
General arrangement
Elevations of all parts of the building
Descriptive sections
Ceiling plans at all floor levels
Construction details (scale 1:20 and 1:10)
Large-scale details (scale 1:10 and 1:15)
Schedules
Drawings and schedules for records

20. Specifications
The use of specifications
Specifying by prescription
Specifying by performance
Specifying by description
Specification writing
Decide on format
Collect information
Input information
Check and test
Deliver
BIM

21. Building Information Modelling
The BIM Revolution what is BIM and who/what is it for?
The role of government and its BIM strategy The levels of BIM adoption
The BIM journey
Plan of work, deliverables and work stages
Loading the model, language and libraries
Bringing different software programmes together the search for interoperability
Operation and maintenance
Terms and appointment and changes to other business practices
Level 3 and the future
Epilogue

22. Bills of Quantities
Tender and contract document
The wider role
Basic information
Preliminaries
Preambles
Measured works
Formats

23. Sub-contractors
Introduction
Sub-contractors
Specialist sub-contractors
Design by the sub-contractor
The SBC and sub-contract agreements
SBC provisions under the main contract

24. Obtaining Tenders
Introduction
Tender list
Preliminary enquiry
Tender documents and invitation
Tender period
Tender compliance
Late tenders
Opening tenders
Examination and adjustment of the priced document
Negotiated reduction of a tender
Notification of results
Tender analysis
E-tendering

Part IV Contract Administration

25. Placing the Contract
Preparing and signing the contract documents
Sectional completion
Contractor s designed portion
Executing the contract
Performance bonds and parent company guarantees
Collateral warranties
Third party rights
Issue of documents
Insurances

26. Meetings
Initial meeting
Introductions
Factors affecting the carrying out of the works
Programme
Sub-contractors and suppliers
Lines of communication
Financial matters
Procedure to be followed at subsequent meetings
Contractor s meetings
Employer s meetings

27. Site Duties
The architect on site
The architect s duty of inspection and supervision
Routine site visits
Consultants site visits
Inspections by statutory officials
Records and reports
Samples and testing
Considerate Constructors Scheme
Site safety
Health and Safety Police
Fire precautions on site
Regulatory control
The Joint Fire Code
Preventing fire
Means of escape
Fire-fighting equipment
Emergency plans
Providing information
Record keeping

28. Instructions
Architect/contract administrator s instructions
Clerk of Works directions
Format and distribution of instructions

29. Variations and Post-Contract Cost Control
Variations
Valuing variations
Dayworks
Cost control

30. Interim Payments
Introduction
Payments of pre-determined amounts at regular intervals
Pre-determined payments at pre-determined stages
Regular payments by detailed valuation
Certificates and payments under the SBC
The architect/contract administrator
The quantity surveyor
The employer
The contractor
Interim certificates under the SBC
Unfixed materials and goods on site
Unfixed materials and goods off site
Retention under the SBC
Payments to sub-contractors under the SBC
Value added tax
Valuation and certificate forms

31. Completion, Defects and the Final Account
Practical completion
Partial possession
Possession of the building
Defects and making good
Final account
Adjustment of the contract sum
Practical considerations
Final certificate

32. Delays and Disputes
Introduction
Delays caused by the contractor
Delays caused by employer or his representatives
Delays caused by events outside the control of either party
Force majeure
Exceptionally adverse weather conditions
SBC procedure in the event of delay
Best endeavours
Notification of delay
New completion dates
Final adjustment
Duties and decisions
Reimbursement of loss and/or expense under the SBC
Liquidated damages
Disputes and dispute resolution
Mediation
Adjudication
Arbitration
Litigation

33. Sustainability in Construction John Connaughton
Sustainable development
Key concepts
The importance of the environment and the importance of energy
Sustainability in the built environment The regulatory framework for construction
European Union developments
UK regulatory and policy developments
Assessing the sustainability of construction and buildings
UK building environmental assessment schemes and standards
International building environmental assessment schemes and standards
Author s comment
Sustainable procurement
Key concepts
Guidance and standards
Other important issues
References

34. Future Trends Erland Rendall
Global -v- local
Industry and corporate trends
Opportunities and challenges
BIM
Lean process and procedures
Knowledge management
Behaviours
Index