SOE EXAMPLES Flashcards
Know your examples and which levels they are written in
CONSTRUCTION TECH
Which items have you written about in Level 1?
- RIBA Plan of Works
- Building Regulations
- CAT A & CAT B
- VE & VM
CONSTRUCTION TECH
Which items have you written about in Level 2?
- PBSA student accommodation
- 107 Cheapside intelligent building systems
CONSTRUCTION TECH
Which items have you written about in Level 3?
- Acrisure - Closed suspended ceiling tile changed to an Expanding mesh ceiling at Stage 3.
- Mayfair - Opportunity to reuse existing RAF
CONTRACT PRACTICE
Which items have you written about in Level 1?
- HGRAC Act 1996
- LDEDC Act 2009
- Provisions and changes between the above
- Different type of contracts available
- LDs
- EOTs
- Deciding on the approporiate JCT Contract
- Differences between JCT SBC & D&B
CONTRACT PRACTICE
Which items have you written about in Level 2?
- Mostly worked on DB projects
- Schedule of Amendments
- Acrisure - used tender docs to form contract docs
- Acrisure - LDs and payment terms
- Acrisure - 30 day payment terms
- Valuation schedules
- Monthly valuations
- Undertaking valuations
CONTRACT PRACTICE
What have you written about in Level 3?
Acrisure - Key driver was transfer of design and time/cost certainty.
Acrisure - ICD vs. D&B contract. I advised DB to transfer all design rather than portions.
OMERS - Discussed LDs, defined the term, what is included in the cost, i.e., prof fees, prolongation, loss of rent, loss of income, storage costs.
OMERS - I cannot advise the level of LDs.
**10OBS (Confidential) **- Procurement issues & poor management by onsite team. Completion date missed. Client wants to levy damages - how does this work?
DESIGN ECONOMICS & COST PLANNING
What have you written about in Level 1?
- Cost estimate vs. cost plan
- How they are used to control project costs.
- Functional estimate
- GIFA estimate
- Elemental estimate
- Benchmarking - internal and external
- Adjusting for time and location
- Factors affecting economics of a building - shape of building
- NRM 1, 2, 3 and their purposes
DESIGN ECONOMICS & COST PLANNING
What have you written about in Level 2?
- Acrisure - Stage 1 cost estimate, 50,000sqft CAT A & B. Attended DTMs, produced Stage 2 estimate following NRM 1 structure.
- OMERS - Cost reconciliation docs comparing Stage 3 vs. Stage 4. Clear what factors affected cost.
- Market testing & importance of interrogating cost data.
DESIGN ECONOMICS & COST PLANNING
What have you written about in Level 3?
- Mayfair - Stage 1 initial feasibility using GIFA estimate. Blocking and zoning plans - apply suitable rates to functional areas. Advised on cost accuracy. I had used internal cost data and benchmarking from previous projects and adjusted rates for inflation. Cost accuracy would increase as level of design detail increased.
- OMERS - Existing staircase - up to Stage 4, works were minimal. I allowed £15k for new floor finishes. Now it would be new handrail, manifestation, removal of existing planters, powder coating treatments etc. Budget impact £30k-£50k. BOH stair not used by clients. Advised to revert to original design and allowances.
PROCUREMENT & TENDERING
What have you written about in Level 1?
- Main types of procurement route
- Relative advs & disadvs
- Choosing procurement strategy
- Guidance note on Tendering Strategies
- Single stage
- Two stage
PROCUREMENT & TENDERING
What have you written about in Level 2?
- Acrisure - Single stage D&B. Time and cost certainty. Also mention that they wanted to transfer design risk.
- Acrisure - PQQ and what was included. Project experience with creating staircase. Collated scores and shortlisted 4nr. Made unsuccessful contractors aware and offered feedback.
PROCUREMENT & TENDERING
What have you written about in Level 3?
- Bank, Acrisure - Pippa wanting to negotiate a tender with Niche for the full works. Not well known in the industry, they had not worked on projects of this size and scale. Client wanted cost/time certainty and no design responsibility. Choosing a competent contractor was key to achieve these. I recommended single stage to give competition.
- 10 OBS (Century) - Client wanted cost and quick. Negotiated tendering suggested. Using schedule of rates from previous similar project. Worked well with previously. Reduced time to engage with other contractors.
- OMERS - Fast programme wanted due to impending end of lease. Two tenderers in the running. ‘A; was slightly cheaper but significantly longer programme. ‘B’ was more costly but on programme. Recommended B.
PROJECT FINANCIAL CONTROL & REPORTING
What have you written about in Level 1?
- Importance of monitoring and controlling costs periodically.
- Implementing robust change management procedure.
- Cost report - what is included and why.
- True reflection of contingency expenditure.
- Cashflow forecast and highlighting financial commitment to client and contractor progress.
PROJECT FINANCIAL CONTROL & REPORTING
What have you written about in Level 2?
Cost reports across my projects generally.
Bespoke cost reports e.g., Century projects only wanted variations over £10k in the dashboard for key movements. Acrisure wanted all movement in the month.
Acrisure - Cashflow forecast; illustrating what is included, excluded and assumed. Shows accurate representation of what is owed at a given time.
PROJECT FINANCIAL CONTROL & REPORTING
What have you written about in Level 3?
- Century Projects - Weekly meetings with contractors to monitor and control cost due to the projects usually attracting high volumes of change. Helped to manage client expectations.
- 10 OBS - Remove Level 2 office and replace with open plan desk. Would impact glazing, finishes, power, data, furniture. £30k cost. Instruction would impact programme and we were near PC. Risk of delays and L&E claims. Advised it was better to do post-PC, with a skeleton team and no MC on-costs.
- Fortnightly meetings with Century to present cost reports. Keep a closer eye on cost movements.
QUANTIFICATION & COSTING
What have you written about in Level 1?
- COMP 6
- IPMS
- Importance of standardising measurement
- How measuring rules differ between COMP 6 and IPMS
- What is included/excluded in COMP 6 & IPMS
- NRM, structure of NRM 1, their uses.
- Measuring solid partitions vs. wall finishes
QUANTIFICATION & COSTING
What have you written about in Level 2?
- I have measured with COMP 6 and IPMS.
- Compare my area schedule and architect’s.
- IPMS - i measure limited use areas e.g., lack of natural light, low height, void.
- Structure of NRM 1.
- Using BCIS and SPONS.
- OMERS - Assistance from junior who measured solid partitions incorrectly. They did an LM unit and not in the centre line.
- Acrisure - Pricing schedule sent to tenderers.
QUANTIFICATION & COSTING
What have you written about in Level 3?
Century - Post-contract change due to architect changing spec of bespoke lockers. Contractor priced these really low compared to my market testing. Concerns re. quality being proposed. Advised the client that instead of taking saving, request check pricing. Recommended that client requested examples of the subby’s work.
Mayfair - I did a Stage 2 area schedule. Client wanted this measured through COMP 6 rather than IPMS as they had used it historically and wanted consistent internal reporting. I requested written confirmation from client.
Century 62BG - Agreeing FA. Received Contractor’s FA and compared mine. Few discrepancies as we had agreed along the way. Agreed and informed EA and Client.
RISK MANAGEMENT
What have you written about in Level 1?
- Principles of risk management
- NRM 1 types of risk
- D&B vs. Trad how this impacts risk.
- RIBA stages progress and level / areas of risk change.
- Benefits of thorough risk management.
- Ways of responding to risk.
RISK MANAGEMENT
What have you written about in Level 2?
- Ways to manage risk.
- Managing risk through selecting D&B over SBC, cost reporting, cost estimating/planning.
- OMERS - Risk workshop. EA circulated risk register. I noted concerns re. continuing VE while Stage 3 was being developed.
- Acrisure - Procurement report illustrating best type to meet programme, cost and risk.
SUSTAINABILITY
What have you written about in Level 1?
- Importance of considering sustainability.
- Three pillars of sustainability - Social, Economic & Environmental.
- BREEAM
- WELL
- Net zero carbon
- Repairing elements of existing buildings to keep their function.
SUSTAINABILITY
What have you written about in Level 2?
20 MSQ - BREEAM and WELL written into contract in the SOA.
Mayfair - BREEAM Gap Analysis meetings. Ways to incorporate sustainable practices into the project.
Mayfair - Implementing individual control over heating and lighting. Social sustainability.
