formal invitation to tender - springer978-1-349-17599-4/1.pdf · formal invitation to tender ... 3...

14
Appendix A Formal Invitation to tender Dear Sirs, Heading Following your acceptance of the Invitation to tender for the above, 1/we now have pleasure In enclosing the following: a two copies of the blll(s) of quantities; b two copies of the general arrangement drawings Indicating the general character and shape and disposition of the works; c two copies of the form of tender; d addressed envelopes for the return of the tender (and priced blll(s)t) and Instructions relating thereto. Will you please also note: 1 drawings and details may be Inspected at ••• 2 the aile may be Inspected by arrangement with the employer/architect (1) 3 tendering procedure will beln accordance with the principles of the 'Code of Procedure for Single Stage Selective T enderlng 1977' 4 examination and adjustment of priced blll(a) (Section B of the Code), Allernatlve1/AIIernatlve 2 (1) will apply. The completed form of tender Is to be sealed In the endorsed envelope provided and delivered or sent by post to reach ••• not later than ••• hours on ... the ... day of .•• 19 .•• Tho comploiMI (orm o(tender and the prlcad b/1/(s) of quanl/1/es SNkldln seporato endorsed envelopes prorlded are to be lodged not later than ••• hours on ••• the ••• dllY o( •• 11 • tho envelope containing tho tender should be endorsed with the job UU.: that eontalnlntJ the bi/J(s) of quanUU.s should 1M endorNd with 1M job tiU• and tenderer's name. Will you pleaae acknowledge receipt ofthlsletter and enclosuree and confirm that you are able to eubmlt a tender In accordance with theee Instruct! one? Yours faithfully, Archlleci/Quanll1y Surveyor (1) Referencn (1) Delete as appropriate, before Issuing. Applicable In Scotland only In which cue the preceding sentence would not be used. t Applicable In Scotland only.

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Page 1: Formal Invitation to tender - Springer978-1-349-17599-4/1.pdf · Formal Invitation to tender ... 3 tendering procedure will beln accordance with the principles of 'Code Procedure

Appendix A

Formal Invitation to tender

Dear Sirs,

Heading

Following your acceptance of the Invitation to tender for the above, 1/we now have

pleasure In enclosing the following:

a two copies of the blll(s) of quantities;

b two copies of the general arrangement drawings Indicating the general character and

shape and disposition of the works;

c two copies of the form of tender;

d addressed envelopes for the return of the tender (and priced blll(s)t) and Instructions

relating thereto.

Will you please also note: 1 drawings and details may be Inspected at •••

2 the aile may be Inspected by arrangement with the employer/architect (1)

3 tendering procedure will beln accordance with the principles of the 'Code of

Procedure for Single Stage Selective T enderlng 1977'

4 examination and adjustment of priced blll(a) (Section B of the Code),

Allernatlve1/AIIernatlve 2 (1) will apply.

The completed form of tender Is to be sealed In the endorsed envelope provided and

delivered or sent by post to reach ••• not later than ••• hours on ... the ... day of .••

19 .••

• Tho comploiMI (orm o(tender and the prlcad b/1/(s) of quanl/1/es SNkldln seporato endorsed envelopes prorlded are to be lodged not later than ••• hours on •••

the ••• dllY o( • •• 11 • • • tho envelope containing tho tender should be endorsed with the job UU.: that eontalnlntJ the bi/J(s) of quanUU.s should 1M endorNd with 1M job

tiU• and tenderer's name.

Will you pleaae acknowledge receipt ofthlsletter and enclosuree and confirm that you

are able to eubmlt a tender In accordance with theee Instruct! one?

Yours faithfully, Archlleci/Quanll1y Surveyor (1)

Referencn (1) Delete as appropriate, before Issuing.

• Applicable In Scotland only In which cue the preceding sentence would not be used.

t Applicable In Scotland only.

Page 2: Formal Invitation to tender - Springer978-1-349-17599-4/1.pdf · Formal Invitation to tender ... 3 tendering procedure will beln accordance with the principles of 'Code Procedure

Appendix B

Form of tender (this form of tender Is suitable for use only when a formal contract Is entered Into)

Tender for ••• (description of Works)

To ... (Employer)

Slr(s),

1/We having read the conditions of contract and blll(s) of quantities delivered to me/us and having examined the drawings referred to therein do hereby offer to execute and complete In accordance with the conditions of contract the whole of the works described for the sum of ..• £ •.. and within •.• weeks (2) from the date of possession.

• 1/We undertake In the event of your acceptance to execute with you a formal contract embodying all the conditions aiJd terms contained In this offer.

1/We agree that should obvious errors In pricing or errors in arithmetic be discovered before acceptance of this offer In the priced blll(s) of quantities submitted by me/us these errors will be dealt with In accordance with Alternative 1/Aiternatlve 2 (1) contained In Section 6 of the 'Code of Procedure for Single Stage Selective Tendering 1977'.

This tender remains open for consideration for ... days (3) from the date fixed for the submission or lodgement of tenders (4).

Datedthls ............ dayol ............ 19 .. .

Name ..•...•.•.•••..•..............

Address •••••.•.•.•......•......•.

Signature ••.•.•...........••.• ,., •. Witness•

Witness•

• Tho completed form of lender and tho priced b/1/(s) of quantities sealed in separate endorsed envelopes are to be lodged not later than ••• hours on .•. the ••• day of • •• 19 ••• : tho envelope containing tho lender should be endorsed with the job title: that containing the b/1/(s) of quantities should be endorsed with tho job title and the tenderer's name.

Referenc:ea

(1) Delete as appropriate before Issuing.

(2) To be completed before Form of Tender Is sent out.

(3) Any period quoted should not normally exceed 28 days and only In exceptional circumstances should It extend beyond 56 days.

(4) Refer to Clause 4.6 of this Code.

• Applicable In Scotland only.

Page 3: Formal Invitation to tender - Springer978-1-349-17599-4/1.pdf · Formal Invitation to tender ... 3 tendering procedure will beln accordance with the principles of 'Code Procedure

Appendix C

AGJ!liDA FOR SITE MEETING to be held on 17 May 1984

Project: Office Block, Haelebury Nev Tovn

Project No: 0/H/21 Date: 9 May 1984

1. Minutes of last meeting. 2. Matters arising and action taken. 3. Report on weather since last meeting and time lost. 4. Labour force on site at date of meeting (by trades). 5. Queries on architect's instructions - serial number of latest

instruction and verbal instructions requiring confirmation. 6. Dayvorks general report and date of last sheet passed to quantity

surveyor. 7. Main contractor's progress report. 8. Main contractor's report and queries on nominated sub-contractors:

(i) Mechanical services. (ii) .!Uectrical services. (iii) Structural vork. (iv) Other services.

9. Main contractor's report and queries on nominated suppliers. 10. Comments from those in attendance. 11. Any other business. 12. Date of next •eating.

Distribution: Employer Architect Quantity Surveyor Consultants Contractor Clerk of Works Sub-contractors and suppliers

Page 4: Formal Invitation to tender - Springer978-1-349-17599-4/1.pdf · Formal Invitation to tender ... 3 tendering procedure will beln accordance with the principles of 'Code Procedure

Appendix D

Employed add rase

This certificate Is due for aettlement within *laeuelprsentatlon to the employer

Contractorladdreae

days of

Certificate for payment and payment direction where applicable

Site addreae

Deecrlptlon of work

laeue date

Instalment No

Contract date

Valuation date

Job reference

Serial No 13901 Contract eum £ Grose amount

£ due

L.eea retention £ Net amOunt £ due L.eea amount

£ prevtouely certified

Payment now £ due to contractor

Exclusive of VAT

1/We certify that under the terms of contract, payment Is due from employer to contractor In the eum of: (amount In wonn}

£. ______ _

1/We direct the contractor to discharge the amounta due on Interim and final payments to nominated eutH:ontractora Included In this certificate and listed on the attached (1) statement of retention and of nominated sutH:ontractora' values/ (2) payment direction

Signature of Chartered Survayor/Supervl&lng Ofllcer ---------------------

NOTE! (1) The statement of retention and of nominated sutH:ontractor's values to be used In connection with contracts under JCT SF 80. 121 The payment direction form to be used In connection With contracts under JCT SF 83.

0 TheRopllnetltutlonofa.rw.d 8uNeyora

Contractor's provisional S8888Sment of total amount Included In the above certificate on which VAT will be chargeable.

VAT ~-:----·@ Thla Ia not a tax lnvclce

o/o

Page 5: Formal Invitation to tender - Springer978-1-349-17599-4/1.pdf · Formal Invitation to tender ... 3 tendering procedure will beln accordance with the principles of 'Code Procedure

App

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Page 6: Formal Invitation to tender - Springer978-1-349-17599-4/1.pdf · Formal Invitation to tender ... 3 tendering procedure will beln accordance with the principles of 'Code Procedure

App

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Page 7: Formal Invitation to tender - Springer978-1-349-17599-4/1.pdf · Formal Invitation to tender ... 3 tendering procedure will beln accordance with the principles of 'Code Procedure

Appendix G Architect:

addre8a;

Employer: addre8a;

Contrac:!Dr: address:

Workll: oituatedat:

•lltifia &I appropr .... Le

Under the temlll of the Contract. dated

Job reference: Serial No: laauedate:

Valuation date:

-------------------

(in words) _____________________ _

ia a balance due• to the Contrac:tor from the Employer/' to the Employer

from the Contrac:tor which subject to any deduct.iono authorised by the

ContractCor>elitiono shall ao from the 14th day after the date ofiasue of

thia certificate be a debt peyable from the one to the other.

All the above amounte are excluaive of VAT

Signed __________________ Architect

EachNominoudSub.Contractor•MllbeMt~o(~dalltofu•ruo(thu

Finc.l c~rti{it:au.

Final certificate

Page 8: Formal Invitation to tender - Springer978-1-349-17599-4/1.pdf · Formal Invitation to tender ... 3 tendering procedure will beln accordance with the principles of 'Code Procedure

App

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Page 9: Formal Invitation to tender - Springer978-1-349-17599-4/1.pdf · Formal Invitation to tender ... 3 tendering procedure will beln accordance with the principles of 'Code Procedure

Appendix J

LIST OF PROBABLE ACTIVITIES TO BE PERFORMED IN A QUANTITY

SURVEYING PRACTICE ADMINISTRATION

FINANCIAL

Staff salaries Income tax returns and payments National insurance Staff pension scheme Staff luncheon vouchers VAT returns and payments Petty cash Banking Books of account Project costing Fee preparation Cash flow control Expenditure control

STOREKEEP lNG

Stationery Writing materials Storage facilities Furniture Equipment Site signboards

SECRETARIAL

Acknowledgements/ confmnations/ covering letters Organising appointments Distribution of incoming mail Photocopying letters and documents Filing Posting of outgoing mail Initiating standard procedures, such as valuations and sub-contract nominations Attending office meetings-keeping minutes and action thereon Enquiries for office equipment and other facilities Repairs and renewals Recording and storage of completed projects

OTHER

Holiday and sickness records Tea/coffee service Delivering letters and errands Cleaning of premises including purchasing materials

Page 10: Formal Invitation to tender - Springer978-1-349-17599-4/1.pdf · Formal Invitation to tender ... 3 tendering procedure will beln accordance with the principles of 'Code Procedure

Index

Acceleration 200 Acoustic consultants 30 Advertising 263-5

contravention procedure 265 regulations 263-4

Agrement Board 22 American bidding and contract

documentation 107, 110 Annual Holidays Agreement 21 Appointment of quantity surveyors

265-6 Approximate quantities 56 Arbitration 293-5 Architect 26-8

duties of 102-4, 117-19 instructions of 120-3, 125 site meetings 125 supervision of construction work

126-7 Architects' Registration Council of

the United Kingdom 35 Assignment 209 Association of Consultant Architects'

form of contract 85 Association of Consulting Engineers

38-9 Association of Cost Engineers 39 Attendances 156-7, 202

Bar charts 130 Bills of quantities 47-8, 55 Brett-Jones report 24 2 British Property Federation system for

design and construction 80 British Standards Institution 21-2 Building

Centre 21 control officer 33 Employers' Confederation 20 Research Establishment 22 team 25-33

Business and Technician Education Council 243

Cash discounts 152-4 Cash flow 231-2 Central government service 253-4 Chartered Institute of Arbitrators

38 Chartered Institute of Building 37 Chartered Institution of Building

Services 37 Civil engineering 258, 280-2

standard method of measurement 280-1

Claims 182-204 additional cost for loss or expense

189-93 checks by management team 195 disruption arising from variations

199-203 general background 182-4 loss of profit 203-4 origination 194 preparation 196-9 prolongation 201 types 184-8 under-recovery 203

Clerk of works 32 Clients' needs 13-14 Code of Procedure for Single Stage

Tendering 83-5, 90-3, 305-6 Common law claims 185 Commonwealth 296-7

Association of Surveying and Land Economy 296

Communications 125-6 Computers 299-302 Construction industry 1-23

changing techniques 16 clients' needs 13-14 effect of government action 9-13 effect on national economy 8-9 nature 1-2 organisations 20-2 productivity and quality control

17-18 scope 2-8

Page 11: Formal Invitation to tender - Springer978-1-349-17599-4/1.pdf · Formal Invitation to tender ... 3 tendering procedure will beln accordance with the principles of 'Code Procedure

INDEX

sources of technical information 22-3

trade unions 19 Construction Industry Training

Board 21 Construction management 285-7 Construction Surveyors' Institute 37 Consulting engineers 29

duties 119-20 Contingency sum 151-2 Continuation contracts 69-70 Continuing professional development

242,298 Continuity contracts 68-71 Contractors 4-6, 30-1

cost control 231-8 directorships 259 early selection 65-8 financial reporting 236 management 77 obligations 101-2 overheads 235-6 pricing of preliminaries 237 profit 155-6 programming 124, 129-30 quantity surveyors 256-9 reinstatement 209 rights and duties 114-16

Contracts 54-81 British Property Federation

system 80 continuation 69-70 continuitY 68-71 cost reimbursement 60-4 design and build 78-80 fixed price 55-60 for refurbishment work 100 joint venture 71-2 management 75-8 nature 96-100 negotiated 72-5 objectives 54 placing of 93-6 rights and duties of parties 113-20 serial 68-9 signing 95-6 standard forms 100-7 target cost 64-5 term 71

Contractual claims 184, 185-8 Cost

analyses 223-4 control 213-38

control aims 215-16 control by contractor 231-8 control objectives 213-14 future 226-7 limits 225 modelling 222-3 plan 312 planning 49-50,216-18 planning process 218-20 planning techniques 220-1 post-contract 227-31 preliminary advice 49 reimbursement contracts 60-4 transfers 238 value reconciliation 235

315

Council for National Academic Awards 241

Current cost accounting 291

Daywork accounts 162, 164 records 126 schedule 64 sheet 163 vouchers 160-2

Defective Premises Act 1972 114 Department of the Environment 4

advisory leaflets 22 listed buildings 15

Design and build contracts 78-80 Design process 39-48

bills of quantities 47-8 detail design 46 feasibility 43-4 inception 42-3 outline proposals 44-5 plan of work 40-1 production information 46-7 scheme design 45-6 tender action 48

Development 15 appraisal 273-6

Direct labour organisations 3-4 Discounts

cash 152-4 trade 152

District surveyor 33

Early contractor selection 65-8 Education 240-3 Electrical engineering services 128,

258,278-80

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316

Elemental trend analysis 130 Employer 25-6

completion of contract 209-10 determination of contract 104 insolvency 211-12 rights and duties of 113-14

Energy conservation 22 7 Europe 296 Eve report 241, 24 2 Ex-contractual claims 184-5 Expenditure statements 290-1 Expert witness 294-5 Extras 165-6

Fedt;ration of Civil Engineering Contractors 20

Federation of Master Builders 20 Fees 266-7 Final accounts 176-9, 201, 211

contractual provisions 176-7 preparation 177-9 summary 178-9,180

Final certificate 179-81, 311 Financial reporting by contractor's

management 236 Financial statements to employer

175-6 Fixed price contracts 55-60 Fluctuations 140-2 Form of tender 306 Future costs 226-7 Future Role of the Chartered Quantity

Surveyor Report 272,273,285, 286,289,295,298

GC/Works !/Conditions 191 Greater London Council 255

Health and Safety at Work Act 1974 15

Heavy engineering 282-5 Hong Kong 250, 254

Incorporated Association of Architects and Surveyors 38

Insolvencies contractors 204-11 employers 211-12

Institution of Civil Engineers 38 conditions of contract 190-1

Institution of Structural Engineers 38

INDEX

Insurance against professional negligence

269 valuations for 292-3

Interim certificates 131-3, 308 Interim valuations 135-46, 309 Interior design 30 International Federation of Consulting

Engineers 3 9 Invitation to tender 305

Joint Contracts Tribunal 39 claims for loss and expense

189-90 fixed fee form of prime cost

contract 62-3 insolvencies 207-11 standard form of tender for

nominated sub-contractors 105-7, 108-9

standard forms 100-7, 185, 191 Joint Documentation Board

(RICS/ ACE) 283 Joint venture contracts 71-2

Kenya 250, 254

Landscape architects 29-30 institute 38

Life cycle costing 289-90 Liquidated and ascertained damages

99, 133-5 Liquidator 206, 208-11 Local Government Planning and Land

Act 1980 3-4 Local government service 255 Loss of profit 203-4 Loss or expense to contractor 189-93

Maintenance management 277-8 Management 244-6,247-8

contracts 75-8 maintenance work 277-8 project 287-9

Measured work 137-9 Mechanical engineering services 12 8,

258,278-80 Microcomputers 300-1 Middle East 297

National Joint Consultative Committee for Building 21

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INDEX

National Joint Council for the Building Industry 20

National Working Rules 20-1 Nationalised industries 256 NEDO formula price adjustments

141-2 Negative claims 185-7 Negotiated contracts 72-5 Network diagrams 130 New towns 254-5 New Zealand 297 Nominated sub-contractors and

suppliers 105-7,310 payments to 133 valuation of work 139-40

North Sea oil platforms 284-5 Novation 209

Office administration 251-2,313 equipment 248-9 management 244-6,247-8 organisation 243-4 statutory requirements 246-7

Overheads 202, 235-6 Overseas work 295-7

Partnership Act 1890 260 Partnerships 259-62

agreement 262 capital 261 operation 262

Placing of contracts 93-6 Plan of work 40-1 Positive claims 187-8 Post-contract cost control 227-31 Precedence network diagrams 130 Preliminaries 136-7, 149-50,201,

237 Priced bills

adjustment of 90-2 examination of 89-90

Prime cost plus fixed fee contracts 62-3

Prime cost plus fluctuating fee contracts 63

Prime cost plus percentage contracts 61

Prime cost sums 151, 152-9 adjustment 157-9 attendances 156-7 contractor's profit 155-6

work carried out by contractor 159

Principles of Measurement (International) for Works of Construction 295

Private practice administration 251-2 general framework 249-51 professional consortia 252-3

Process engineering 282-5 Productivity 17-18 Professional bodies 33-9

objectives 33-5 Professional conduct 268 Professional consortia 252-3 Professional negligence 268-9 Programming 124, 129-30 Progress meetings 123-6 Project management 30, 287-9 Prolongation claims 201 Property Services Agency 253-4 Provisional sums 151, 152 Provisional work 13 7 Public sector 253-6

Quantity surveyor advertising 263-5 appointment 265-6 as arbitrator 293-5 cost control functions 213-31 fees 266-7 in civil engineering 280-2

317

in contracting organisations 52, 256-9

in development appraisal 273-6 in heavy and process engineering

282-5 in mechanical and electrical

engineering services 278-80 in private practice 51-2 in public service 51-2 in tender evaluation 48, 50,

65-8,82-95,305-6 in urban renewal and refurbishment

276-8 insurance 269 overseas 295-8 partnerships 259-62 practice 131-46, 148-81 professional conduct 268 professional negligence 268-9 role of 49-52

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318

Receiver 206, 208-11 Refurbishment work 100,276-7 Regional health authorities 255-6 Reinstatement of contractor 209 Report on tenders 93-5 Research 298-9 Resident engineer 32 Residual credits 238 Retention 143-4,310 Royal Institute of British Architects

35 Royal Institution of Chartered

Surveyors 35-6 insurance services 269

Samples and testing 127 Sandwich courses 241 Schedules of dilapidations 278 Schedules of plant charges 64 Schedules of rates 56-8 Serial contracts 68-9 Signing contracts 95-6 Singapore 254 Site cost control 232-5 Site meetings 123-6

agenda 307 Society of Chief Quantity

Surveyors in Local Government 37, 133-5

Society of Surveying Technicians 36,243

Specifications 59-60 Standard form of tender for

nominated sub-contractors 105-7, 108-9

Standard forms of contract 100-7 Statutory requirements 14-16,

246-7 Sub-contractors 6-8, 31

rights and duties 116-17 Supervision of construction work

126-7 Suppliers 32 Surveying in the Eighties report 282 Surveyors and their Future report

249,273

Target cost contracts 64-5 Technical auditing 291

INDEX

Technical information sources 22-3 Technician education 242-3 Tendering arrangements 48, 50,

65-8,82-95,305-6 Term contracts 71 Town and Country Planning Act

1971 15 Trade associations 21 Trade discounts 152 Training 240-3 Two stage tendering 66-8

Under-recovery claims 203 Unfixed materials 142-3 United States practice 286 Urban renewal 276

Valuations construction work 51, 309 fluctuations 140-2 insurance 292-3 interim 135-46 loss of profit 203-4 measured work 137-9 nominated sub-contractors' and

suppliers' work 139-40 overheads 202 preliminaries 136-7,201 provisional work 13 7 typical example 145-6 unfixed materials 142-3 variations and extras 139

Variations 139, 162, 164-74 acceleration 200 accounts 171-4 dimension book entries 172 disruption of works 199-203 example 172, 173 measurement 167-9 ordering 166-7 origins 165-6 recovery of cost 200 valuing 169-71

Wells report 241