The consultant shall in broad terms provide the services related to the scope of work as described in Annexure A. These services exclude services related to mediation, arbitration and/or litigation.

STAGE 1 : INCEPTION

This stage is in board terms defined as follows:

Establish the client requirements and preferences, assess user needs and options, appointment of necessary consultants, establish the project brief including project objectives, priorities, constraints, assumptions, aspirations and strategies.

Stage 1 Services - Quantity Surveyor

• Assist in developing a clear project brief
• Attend the project initiation meetings
• Advise on the procurement policy for the project
• Advise on the other consultants and services required
• Define the consultant's scope of work and services
• Conclude the terms of agreement with the client
• Advise on economic factors affecting the project
• Advise on appropriate financial design criteria
• Provide necessary information within the agreed scope of the project to the other consultants

Stage 1 Deliverables - Quantity Surveyor

•  Agreed scope of work
• Agreed services
• Signed agreement

 STAGE 2 : CONCEPT AND VIABILITY

This stage is in broad terms defined as follows:

Prepare and finalise the project concept in accordance with the brief including the scope scale, character, form, function, development programme and viability of the project.

Stage 2 Services - Quantity Surveyor

•  Agree the documentation programme with the principal consultant and the other consultants
• Attend design and consultants meetings
• Review and evaluate design concepts and advise on viability in conjunction with the other consultants
• Receive relevant data and cost estimates from other consultants
• Prepare preliminary and elemental or equivalent estimates of construction cost
• Assist the client in preparing a financial viability report
• Audit space allocation against initial brief
• Liaise, cooperate and provide necessary information to the client, principal consultant and other consultants

 Stage 2 Deliverables - Quantity Surveyor

•  Preliminary estimate(s) of construction cost
• Elemental or equivalent estimate(s) of construction cost
• Space allocation audit for the project

STAGE 3 : DESIGN DEVELOPMENT

• Review and evaluate design and outline specifications and exercise cost control in conjunction with the other consultants
• Receive relevant data and cost estimates from the other consultants
• Prepare detailed estimates of construction cost
• Assist the client in reviewing the financial viability report
• Comment on space and accommodation allowances and prepare an area schedule
• Liaise, cooperate and provide necessary information to the client, principal consultant and other consultants

Stage 3 Deliverables - Quantity Surveyor

• Detailed estimate(s) of construction cost
• Area schedule

STAGE 4 : DOCUMENTATION AND PROCUREMENT

This stage is in broad terms defined as follows:

Prepare the construction and procurement documentation, confirm and implement the procurement programme, strategies and procedures for effective and timeous procurement of necessary resources to the execution of

Stage 4 Services - Quantity Surveyor

• Attend design and consultants meetings
• Assist the principal consultant in the formulation of the procurement strategy for the contractors, subcontractors and
• suppliers
• Review working drawings for compliance with the approved budget of construction cost and/or financial viability
• Prepare documentation for both principal and subcontract procurement
• Assist the principal consultant with calling of tenders and/or negotiation of prices
• Assist with financial evaluation of tenders
• Assist with the preparation of contract documentation for signature

Stage 4 Deliverables - Quantity Surveyor

• Budget of construction cost
• Tender documentation
• Financial evaluation of tenders
• Priced contract  documentation

STAGE 5 : CONSTRUCTION

This stage is in broad terms defined as follows:

Manage, administer and monitor the contracts and processes, including the preparation and coordination of the procedures and documentation to facilitate practical completion of the works

Stage 5 Services - Quantity Surveyor

• Attend the site handover
• Prepare schedules of predicted cash flow
• Prepare pro-active estimates for proposed variations for client decision making
• Attend regular site, technical and progress meetings
• Adjudicate and resolve financial claims by the contractor(s)
• Assist in the resolution of contractual claims by the contractor(s)
• Establish and maintain a financial control system
• Prepare valuations for payment certificates to be issued by the principal agent
• Prepare final account(s) for the works on a progressive basis

Stage 5 Deliverables - Quantity Surveyor

• Schedule of predicted cash flow
• Estimates for proposed variations
• Financial control reports
• Valuations for payment certificates
• Progressive and draft final account(s)

STAGE 6 : CLOSE OUT

Fulfill and complete the project close-out including the preparation of the necessary documentation to facilitate effective completion, handover and operation of the project

Stage 6 Services - Quantity Surveyor

• Prepare valuation for payment certificates to be issued by the principal agent
• Conclude final acount(s)

Stage 6 Deliverables - Quantity Surveyor

• Valuations for payment certificates
• Final account(s)