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Lydia's APC > Case Study > Flashcards

Case Study Flashcards

1
Q

Have you been granted consent to use names of Client and project?

A

Yes, email from Oliver Buckingham of Pitalia

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2
Q

What is a Grade II* listed building?

A

Particular important buildings of more than special interest, 5.8% of listed buildings are II*

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3
Q

How did you include Amendments to the JCT D&B?

A

The Client’s lawyer drafted these, excluded Coronavirus as a Relevant Matter, Employer could deduct £5k per document not included in the O&M’s

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4
Q

Why were the consultants not novated?

A
  • Client wanted to retain them for an advisory/ checking role on their behalf as quality was a key driver on the project
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5
Q

Why was a Minor Works contract necessary?

A

To de-risk the main project and get rid of any unknowns for the main works, increases interest for tenderers

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6
Q

How did you establish the Client’s objectives?

A

Had a meeting with them at the start to define their objectives and red lines, to ensure I was able to fulfil the role/ scope of services sufficiently

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7
Q

Why did you not select Standard Building Contract if quality key driver?

A
  • Time and cost were still important
  • The Client was used to using D&B to transfer risk to the Contractor
  • Retaining the design team helped ensure quality was controlled with the Design Submission Procedure in the Contract
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8
Q

What involvement did you have with tenants?

A

None, this was driven through the Client

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9
Q

What RIBA stage was it when the project went out to tender?

A

Stage 4

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10
Q

What stage was the previous cost plan on?

A

Stage 3

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11
Q

What assumptions were made in the Cost Plan?

A
  • External stonework in good state of repair
  • RAF in good state of repair
  • Repairs and redec of windows - no new windows
  • Prov Sum for external plant compound
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12
Q

What increased from the original Cost Plan?

A
  • Crittal doors
  • Reeded glass balustrade
  • Spec of finishes/ sanitaryware
  • Feature walls
  • Forming cafe - not previously included
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13
Q

How did you deal with tenderers dropping out?

A
  • Informed the Client
  • Asked whether they wanted to go elsewhere, which they didn’t
  • Asked reason for dropping out for future reference
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14
Q

What is Value Engineering?

A

Deriving a good quality product with a cost effective solution

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15
Q

Difference between VE and cost cutting?

A
  • VE aims at creating value, maintaining design intent whilst providing cost effective solutions
  • Cost cutting just about cutting costs
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16
Q

How did you de-risk the project with there being a lot of Provisional Sums?

A

Ensured I monitored them in the Cost Report and instructed them when appropriate

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17
Q

What is force majeure?

A

Unforeseen event that prevents fulfilment of the contract, beyond control of both parties such as war

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18
Q

Did the Contractor apply for Loss and Expense?

A

No

19
Q

What is required to claim for Exceptionally Adverse Weather?

A
  • Weather records
  • Photos on site
  • Meeting minutes/ conversation records
  • Proof weather is exceptionally adverse
20
Q

Did the contract not become at large if no EoT was issued?

A
  • Contractually, yes
  • This was managed through giving Contractor specific timescales to complete in
  • Ensured Final Account agreed in advance to ensure Contractor did not claim any Loss and Expense
21
Q

How was the arrangement ratified in the Final Account?

A

Stated it was full and final settlement including any claims

22
Q

What were the Provisional Sums in the Contract?

A
  • Lift reveals
  • Intumescent paint
23
Q

Why was a JCT D&B selected?

A
  • Client was used to using D&B
  • Design team not novated so quality could be prioritised through thorough drawing checking process
  • Cost and programme still key drivers as well as quality
24
Q

What are roles of QS pre and post contract?

A

Pre - Cost plan, tender process, contract documents
Post - Valuations, variations, final account

25
Q

What are roles of EA pre and post contract?

A

Pre - chairing meetings, meeting minutes, coordinate DTM’s
Post - meeting minutes, instructions, payment certificates, PC certificate

26
Q

What does novation mean?

A

Where a party transfers its obligations and rights to a third party

27
Q

What was included in the Tender Documentation

A
  • Employers Requirements
  • Drawings and Specs
  • CSA
  • Proposed Contract Amends
  • Planning status
  • PCI
28
Q

How did you manage the tender process?

A
  • Issue tender letter with appropriate instruction for tender queries, tender return, site visits etc
  • Manage tender queries through a master TQ tracker, made sure all tenderers received TQ responses
  • Ensured all tenderers received any tender addenda
  • Arranged mid-tender interviews with Contractors
29
Q

What is included in Contract Docs for D&B

A
  • Similar to tender documents, with any tender queries and addenda included
  • Includes contractors proposals, CSA
30
Q

How did you deal with the 5 week delay?

A

Advised the Client to issue a Non-Completion to be able to levy LADs, when they didn’t want to do this, I ensured the agreement to allow an extension was ratified in the Final Account statement

31
Q

What is RIBA Stage 4

A

Technical design

32
Q

What is a pre-tender estimate?

A

Produced at tender stage based on the tender information to give the Client a likely estimate of tender returns

33
Q

How did you ensure quality was maintained during VE process?

A
  • Ensured samples were provided
  • Ensured Design Team were involved in meetings and discussions and happy with the VE
34
Q

How did you deal with the M&E consultant not being cooperative during VE?

A

I arranged a meeting with the consultant and M&E Subcontractors to go through the M&E VE proposals so they could accept or reject

35
Q

How did you deal with the Prov Sums post contract?

A
  • Used Cost Report to track status of Provisional Sums
  • Assessed when Contractor provided cost breakdown
36
Q

What is an EoT?

A

Where the Contract Completion Date is changed to a later date without the Contractor being charged damages, could be due to factors outside their control or Employer changes

37
Q

What is a Relevant Event, give examples

A

Entitles Contractor to an EoT
Examples: Changes, instructions, exceptionally adverse weather, force majeure, deferment of possession of the site

38
Q

What is a Relevant Matter, give examples

A

Entitles Contractor to Loss and Expense for delay
Examples: Changes, instructions, impediment, default or prevention of the Employer

39
Q

What needs to be in place for LADs to be levied?

A
  • Non-completion notice
  • Notice that the Employer may withhold LDs
40
Q

What is the process for an EoT?

A
  • Contractor must issue Employer letter detailing Relevant Event and predicted period of delay etc
  • Employer has 12 weeks to assess the claim and can ask for more substantiation during this time
41
Q

What are LADs?

A

Genuine pre-estimate of loss suffered by Employer due to the Contractor completing later than the Contract Completion Date

42
Q

What is Loss and Expense

A

Additional money granted to the Contractor if they are delayed and it falls under one of the Relevant Matters

43
Q

How was the agreement for no LADs / Loss and Expense ratified in the Final Account?

A

Full and final settlement including any claims by the Employer or Contractor, signed by both parties

Lydia's APC (7 decks)

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