Willis's Practice and Procedure for the Quantity Surveyor

by Ashworth, Allan; Hogg, Keith

Edition: 12th

ISBN13: 9781405145787

ISBN10: 1405145781

Format: Paperback

Pub. Date: 2007-06-25

Publisher(s): Wiley-Blackwell

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Summary

This classic text, written by three generations of the Willis family (all quantity surveyors) provides an introduction for the undergraduate and young practitioner to the work of the quantity surveyor, both in private practice and contracting organisations. The new edition has been revised to cover QS work in civil and cost engineering, commercial management, PFI and professional ethics. For the first time the book features worked examples.

Author Biography

Professor Allan Ashworth HMI, MSc, MRICS is Adjunct Professor, UNITEC, New Zealand, and visiting Professor, Liverpool John Moores University.

Keith Hogg BSc, MRICS, PGCE, is Associate Dean, School of the Built Environment, Northumbria University.

Preface	p. xi
The Work of the Quantity Surveyor	p. 1
Introduction	p. 1
A changing industry	p. 3
Construction sectors	p. 6
The role of the quantity surveyor	p. 8
Skills, knowledge and understanding	p. 15
What's in a name?	p. 18
Discussion topic	p. 20
References and bibliography	p. 23
Education, Training and Employment	p. 24
Introduction	p. 24
Chronology of quantity surveying education 1960-2006	p. 24
Quantity surveyors in education	p. 27
Partnership and accreditation	p. 28
Non-cognate disciplines	p. 30
National vocational qualifications (NVQs)	p. 30
Assessment of professional competence (APC)	p. 31
Continuing professional development (CPD)	p. 32
Construction Industry Council (CIC)	p. 33
Changing work patterns	p. 34
The professions	p. 44
Role of the RICS	p. 48
Discussion topic	p. 50
References and bibliography	p. 52
Organisation and Management	p. 53
Introduction	p. 53
Staffing	p. 53
Office organisation	p. 55
Employer's responsibilities	p. 57
Public relations and marketing	p. 61
Quality management	p. 63
Time and cost management	p. 65
Education and training	p. 66
Finance and accounts	p. 68
Discussion topic	p. 73
References and bibliography	p. 77
The Quantity Surveyor and the Law	p. 78
Introduction	p. 78
The quantity surveyor and the client	p. 78
Collateral warranties	p. 85
Performance bonds	p. 87
Professional indemnity insurance	p. 88
Contracts of employment	p. 88
The Disability Discrimination Act 2004	p. 90
Discussion topic	p. 91
References and bibliography	p. 93
Research and Innovation	p. 95
Introduction	p. 95
RICS	p. 96
Classification of research and development	p. 97
Research and development in the construction and property industries	p. 98
Rethinking construction innovation and research	p. 99
Changing role of the quantity surveyor	p. 102
Research and development in quantity surveying practice	p. 103
Academic research	p. 106
Research dissemination	p. 107
Information and communication technologies (ICTs)	p. 107
Quantity surveying practice	p. 108
Major ICT issues	p. 110
The future of ICT	p. 112
The importance of change	p. 112
Innovation	p. 114
Conclusions	p. 116
Discussion topic	p. 117
References and bibliography	p. 119
Cost Control	p. 121
Introduction	p. 121
Project cost control	p. 121
Cost advice	p. 122
Precontract methods	p. 123
General considerations	p. 127
Accuracy of approximate estimates	p. 130
Preparing the approximate estimate	p. 130
Whole life costing	p. 131
Value management	p. 132
Risk analysis	p. 132
Best value	p. 132
Taxation	p. 133
Financial assistance for development	p. 136
Post-contract methods	p. 138
Discussion topic	p. 141
References and bibliography	p. 144
Whole Life Costing	p. 146
Introduction	p. 146
Brief history	p. 147
Government policy	p. 147
Whole life value	p. 148
Whole life costing applications	p. 149
Whole life costs	p. 151
Main factors to consider	p. 152
Targeting the major elements of costs-in-use	p. 154
Depreciation and obsolescence in buildings	p. 154
Long life, loose fit and low energy	p. 155
Calculations	p. 155
Forecasting the future	p. 157
Whole life cost forum (WLCF)	p. 160
Conclusions	p. 161
Discussion topic	p. 161
References and bibliography	p. 164
Value Management	p. 166
Introduction	p. 166
Background	p. 167
Terminology	p. 167
When should surveyors use value management?	p. 168
The application of value management	p. 171
Functional analysis	p. 178
Supporting the case for value management	p. 183
Professional development and accreditation	p. 185
Discussion topic	p. 186
References and bibliography	p. 189
Risk Management	p. 190
Introduction	p. 190
When should surveyors use risk management?	p. 191
The application of risk management	p. 194
Risk analysis	p. 195
Risk registers	p. 197
Expected monetary value (EMV)	p. 200
Simulation (quantitative risk analysis)	p. 200
Risk management	p. 203
Appraisal of risk management options	p. 206
Considerations in risk allocation	p. 207
Merging risk management and value management opportunity?	p. 208
Discussion topic	p. 209
References and bibliography	p. 213
Procurement	p. 215
Introduction	p. 215
General matters	p. 216
Standards forms of contract	p. 218
Methods of price determination	p. 219
Contractor selection and appointment	p. 221
Procurement options	p. 226
Contract strategy	p. 232
Client procurement needs	p. 233
Partnering	p. 234
The Private Finance Initiative (PFI)	p. 237
The role of the quantity surveyor	p. 237
Discussion topic	p. 238
References and bibliography	p. 241
Contract Documentation	p. 243
Contract documents	p. 243
Coordinated project information	p. 244
Form of contract	p. 245
Contract drawings	p. 247
Schedules	p. 247
Contract bills	p. 248
Methods of measurement	p. 251
Contract specification	p. 252
Schedules of work	p. 253
Master programme	p. 254
Information release schedule	p. 254
Discrepancies in documents	p. 254
Discussion topic	p. 254
References and bibliography	p. 257
Preparation of Contract Bills	p. 258
Appointment of the quantity surveyor	p. 258
Receipt of drawings	p. 259
Taking-off	p. 261
Contract bills	p. 265
Invitation to tender	p. 269
Receipt of tenders	p. 274
E-tendering	p. 280
Discussion topic	p. 281
References and bibliography	p. 283
Cost Management	p. 285
Introduction	p. 285
Valuations	p. 286
Valuation on insolvency	p. 302
Cost control and reporting	p. 302
Discussion topic	p. 306
References and bibliography	p. 309
Final Accounts	p. 310
Introduction	p. 310
Variations	p. 311
Procedure for measurement and evaluation	p. 313
Pricing variations	p. 316
Provisional sums	p. 321
Fluctuations	p. 323
Completing the account	p. 327
Audit	p. 328
Timing and resources	p. 330
Discussion topic	p. 331
References and bibliography	p. 334
Insolvency	p. 335
Introduction	p. 335
The role of the quantity surveyor	p. 337
Scenario	p. 338
The role of the liquidator	p. 339
The law	p. 340
Determination of contract (contractor insolvency)	p. 340
Provision in the forms of contract	p. 341
Factors to consider at insolvency	p. 342
Completion of the contract	p. 344
The employer's loss	p. 345
Expenditure involved	p. 345
Termination of contract (employer insolvency)	p. 346
Insolvency of the quantity surveyor or architect	p. 348
Performance bonds	p. 348
Discussion topic	p. 349
References and bibliography	p. 352
Contractual Disputes	p. 353
Introduction	p. 353
Why disputes arise	p. 353
Litigation	p. 355
Arbitration	p. 356
Adjudication	p. 358
Alternative dispute resolution	p. 358
Expert witness	p. 361
Lay advocacy	p. 362
Claims	p. 363
Discussion topic	p. 370
References and bibliography	p. 373
Project Management	p. 375
Introduction	p. 375
Justifying project management by adding value	p. 376
Terminology	p. 377
Attributes of the project manager	p. 378
Duties and responsibilities of the project manager	p. 385
Quantity surveying skills and expertise	p. 391
Fees	p. 391
Education and training for the project manager	p. 392
Discussion topic	p. 393
References and bibliography	p. 396
Facilities Management	p. 398
Introduction	p. 398
The work of the facilities manager	p. 399
Sustainability	p. 413
Facilities management opportunities for the quantity surveyor	p. 415
Education and training for the facilities manager	p. 417
Discussion topic	p. 417
References and bibliography	p. 420
Index	p. 423
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