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In order to identify the role of the quantity surveyor in the current industry in the UK, we will review the quantity surveyor's involvement and
duties during each of the dierent stages of the construction cycle.
We will also review how and when a client appoints a quantity surveyor, in order to understand his early involvement in the process.
To conclude, we will explain how the quantity surveyor claims his/her fees and how the client pays for the QS services.
But rstly, let's look to history in order to better understand where the profession of quantity surveyor originates from and when it rst appeared
in the UK.
3.0 HISTORY
We can trace the roots of the quantity surveyor profession back to the rebuilding of London following the infamous Great Fire in 1666. Prior to
this, buildings for the most part were built on a design build arrangement whereby the client would advise the builder on what was wanted and
the master builder would work out the plan, contract all the specialist tradesmen and forward bills to the client at regular intervals. The problem
with this arrangement was that the client would not know how much the building was going to cost before construction work had nished or was
close to completion and if the client wanted several estimates or quotations then each builder would need to do the calculations thus adding to
eort and cost.
Due to the sheer scale of reconstruction after the Great Fire, a more ecient way of calculating building costs and providing estimates was
needed and this is where the quantity surveyor comes in. Originally, the role of the quantity surveyor was to develop a bill of quantities based on
the architect's drawings and specications so that any rm wanting to tender for a project could calculate it on the same basis thus reducing
duplication of eort. The service that the QS provided was originally paid for by the contractors tendering for the work but the role soon became
one of the client's responsibilities as it ensures that all tenderers were provided with identical tender documents.
Until the beginning of the 20th century, the large majority of major building work was procured by the government or by private individuals
where cost was not the main criterion. However, following issues in the railway construction industry with going over budget and the non-
payment of contractors, another change to the profession was to come.
What is now the Royal Institution of Chartered Surveyors (RICS) was founded in 1868 and it developed means of controlling construction costs by
accurately measuring the work required and applying specialist knowledge of costs/prices of work, labour, materials and plant. Quantity
surveyors would later use this knowledge to assess the implications of design decisions at an early stage thus ensuring complete value for money.
As we can see, the role of the quantity surveyor has adapted throughout its existence to suit current economic climate and to nd better ways of
meeting the needs of the construction industry. This continues today.
Interestingly, the British quantity surveyor has developed dierently to its European counterparts in that pre and post contract roles are generally
split. Therefore, the quantity surveying profession as we know it is a very British institution because of its history.
Thanks to their adaptability and their assumption of several dierent roles and responsibilities, the modern quantity surveyor has many names.
For example, private practices refer to themselves as 'cost consultants' and 'project managers' because of the type of work they now deal with.
Also, the contractor's quantity surveyor is now often termed 'commercial managers'.
Due to the recession, QSs have had to adapt to survive and private practices have had to be prepared to on a broader remit of work and a larger
range of projects. Although quantity surveying, like any profession in the construction industry, is recession-sensitive, the way it has adapted has
helped it to survive the downturn.
Quantity surveyors now have a more strategic role and no longer just measure and price work. Today, the QS is involved at every phase of a
project from preparing tenders and planning costs to preparing nal bills of quantities; basically, they ensure that projects are planned and
completed to cost and quality requirements on time.
UK construction professionals are also respected abroad and, partly in response to the depressed market in Great Britain, many UK rms have
developed an international branch. Traditionally a male-dominated profession, more and more women are now employed as quantity surveyors.
5.0
WHEN TO(/)
UKESSAYS APPOINT A QUANTITY SURVEYOR
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In order for the client to get the most out of a quantity surveyor, the client should appoint the QS as soon as possible in the process of a project,
preferably at the inception of a scheme. This way, the QS's advice can be provided on such issues as:
The costs involved in the project (in terms of meeting the client's budget).
It is advisable for the client and the quantity surveyor to meet and discuss the appointment before any agreement is reached, unless the services
supplied by the QS are to be restricted during the process.
A client may choose and appoint a QS using existing knowledge of the latter's past performance and reputation. This may be a result of previous
successful projects, a good relationship between client and surveyor or recommendations from others.
A client may maintain a panel of quantity surveyors. The client will possess records of their professional experience which will enable him to make
any selection or appointment.
If a client is unable to make a decision using either of the two methods listed above, it may be more appropriate for the client to produce an ad
hoc list.
For all of the above methods of selection, it is important for the selection criteria to include the following:
The experience, ability and reputation of each candidate for equal opportunities.
Liaising with the client and other consultants to establish the client's needs and from there develop the full brief.
Advising on the implications of the proposed project and liaising with other experts to provide such advice.
Establishing the client's order of priorities in terms of quality, time scale and cost.
Preparing global cost calculations for the project and cash ow projections.
Design stage
During the design stage the QS will:
Retain and develop cost plan and prepare periodic reports and updated cash ow forecasts.
Tender documents
During this stage, the quantity surveyor will:
Advise on tendering and contractual arrangements taking the client's priorities and any information available from the designers into account.
Advise on insurance responsibilities and liaise with the client's insurance advisers.
Advise on warranties.
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Prepare tender and contract documents with the client and members of the design team. 2
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Provide copies of documentation as agreed
Advise on use and/or amendments of the standard form of contract or help the client's legal adviser with the drafting of particular requirements.
Organise the form of contact, obtain contract drawings from members of the design team and prepare and send contract copies of all
documentation to both parties.
Look into tenderers and advise the client on their nancial standing and experience.
Prepare suitable documentation, if necessary, to adjust the tender received to an acceptable contract sum.
Review nancial budget in light of tenders received and prepare revised cash ow.
Construction
During the construction phase the quantity surveyor will:
Prepare recommendations for provisional payments to contractors, subcontractors and suppliers in accordance with the contract requirements.
Post contract
During the nal stage of the construction cycle the QS will:
Prepare periodic cost reports in the agreed format at specied intervals stating any cost distribution and/or copies as requested by third parties.
8.0 PAYMENT
The client shall pay the QS for the provision of the services required. All fees and charges are payable in instalments according to the fee oer
clause and, under the agreement, are exclusive of VAT which, if due, is to at the same time. The due date for payment shall be 7 days following
the date of invoice submission. The quantity surveyor must conrm the basis on which the stated amount is calculated on each invoice.
The nal date for payment is 21 days after the due date for payment. This is the absolute nal date for payment and payment cannot be made
after this time.
Any sum owed to the quantity surveyor under the agreement which remains unpaid by after the nal date is subject to interest at the rate xed in
the fee oer clause.
9.0 CONCLUSION
A quantity surveyor needs to employ a wide range of skills in order to excel in the profession. Quantity surveyors need to negotiate with all types
of people, from building site workers to directors, which means that they need to possess good people skills and be able to express themselves
well both when speaking and in writing.
Knowledge in a wealth of areas such as building law and regulations, health and safety, tax and insurance, contract law and the construction
process are essential to the profession as the quantity surveyor needs to understand any legal implications involved in the construction process.
Excellent numerical and computer skills are essential as well as the ability to read architectural drawings.
A quantity surveyor needs to be exible in terms of working hours and having to go on site to resolve a problem or take measurements. When
there's a deadline to meet, it is the quantity surveyor's responsibility to ensure that it is met and so weekend/evening work is on the cards.
As we can see, the quantity surveyor has to have a wide range of skills, abilities and knowledge in order to excel in the profession. The QS is so
much more than an accountant for the building trade and with greater opportunities abroad and the growth of the commercial management
side, the role of the QS is bound to continue to adapt and grow to meet the needs of the current climate and its demands.
BIBLIOGRAPHY
Client guide to the Appointing a Quantity Surveyor, rst edition(February 1992; RICS books
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Lecture notes 2010; Discipline Project 2 2
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RIBA Outline Plan of Work 2007 amended Nov 2008
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