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GLOSSARY
A schedule used for tendering where exact quantities are unknown or in a lump sum contract for the pricing of variations (where it is sometimes known as a Bill of Quantities). The tenderer gives a unit price for each item of work to be done, as described in the schedule. The unit price is then later multiplied by the actual quantity of such item determined by the remeasurement.
PRACTICE NOTES
The spreadsheet below may be used for calculating remittances made to cover the living expenses
GLOSSARY
A schedule usually contained in a consultant’s appointment or pre-construction services agreement and which sets out, in detail, all the services to be performed by the consultant or contractor under the relevant agreement.
PRECEDENTS
Schedule of services—Architect (Design and build procurement) The Architect shall: General responsibilities (Stages 0–7) • [act as Lead Consultant in relation to the Project, which shall include: — advising in relation to the scopes of services for other members of the Design Team — advising on the need for other specialist consultants that may be required to complete the Project (and their scopes of services) — directing other consultants forming the Design Team — co-ordinating and integrating the design of the Project as a whole — arranging and chairing regular design meetings to facilitate the conduct of the Project and ensure that minutes are taken and circulated afterwards — facilitating communication between the Client and the Design Team — co-ordinate and collate end of stage reports from the Design Team] • [ [prior to execution of the Building Contract ]perform services as Principal Designer for the purposes of the Construction (Design and Management) Regulations 2015 and Building Regulations 2010 to ensure best practice at all times in respect of safety in design OR interact and liaise as required with the Principal Designer and ensure best practice at all times in respect of safety in design]
PRECEDENTS
Schedule of services—Architect (Traditional procurement) The Architect shall: General responsibilities (Stages 0–7) • [act as Lead Consultant in relation to the Project, which shall include: • advising in relation to the scopes of services for other members of the Design Team • advising on the need for other specialist consultants that may be required to complete the Project (and their scopes of services) • directing other consultants forming the Design Team • co-ordinating and integrating the design of the Project as a whole • arranging and chairing regular design meetings to facilitate the conduct of the Project and ensure that minutes are taken and circulated afterwards • facilitating communication between the Client and the Design Team] • [perform services as Principal Designer for the purposes of the Construction (Design and Management) Regulations 2015 and Building Regulations 2010 to ensure best practice at all times in respect of safety in design OR interact and liaise as required with the Principal Designer and ensure best practice at all times in respect of safety in design] • receive the Client’s instructions and information relating to the Project • report to the Client as necessary • liaise and co-operate with other members of
PRECEDENTS
The BIM Manager shall: General responsibilities • plan and lead BIM implementation for the Project • provide guidance and support to the Project Team to facilitate it in achieving the required level of BIM maturity on the project as defined in PAS 1192-2:2013 • instigate and chair a BIM project launch meeting • manage the BIM review process with the design team and the Contractor • instigate and chair BIM modelling meetings and record any conflict issues arising • highlight co-ordination issues • monitor and record adoption of BIM processes in relation to the Project • develop, implement and record BIM training as required in order to embed BIM processes into the Project Working with the Project Team • liaise with and co-operate with the Employer, the Contractor, the design team [and
PRECEDENTS
Schedule of services—M&E Engineer (Design and build procurement) The Consultant shall: General responsibilities (Stages 0–7) • [act as Lead Consultant in relation to the Project, which shall include: — advising in relation to the scopes of services for other members of the Design Team — advising on the need for other specialist consultants that may be required to complete the Project (and their scopes of services) — directing other consultants forming the Design Team — co-ordinating and integrating the design of the Project as a whole — arranging and chairing regular design meetings to facilitate the conduct of the Project and ensure that minutes are taken and circulated afterwards — facilitating communication between the Client and the Design Team — co-ordinate and collate end of stage reports] • [ [prior to execution of the Building Contract ]perform services as Principal Designer for the purposes of the Construction (Design and Management) Regulations 2015 and the Building Regulations 2010 to ensure best practice at all times in respect of safety in design OR interact and liaise as required with the Principal Designer and ensure best practice at all times in respect of safety in design]
PRECEDENTS
Schedule of services—M&E engineer (traditional procurement) The Consultant shall: General responsibilities (Stages 0–7) • [act as Lead Consultant in relation to the Project, which shall include: — advising in relation to the scopes of services for other members of the Design Team — advising on the need for other specialist consultants that may be required to complete the Project (and their scopes of services) — directing other consultants forming the Design Team — co-ordinating and integrating the design of the Project as a whole — arranging and chairing regular design meetings to facilitate the conduct of the Project and ensure that minutes are taken and circulated afterwards — facilitating communication between the Client and the Design Team — co-ordinate and collate end of stage reports] • [perform services as Principal Designer for the purposes of the Construction (Design and Management) Regulations 2015] [and the Building Regulations 2010 to ensure best practice at all times in respect of safety in design] OR interact and liaise as required with the Principal Designer(s) under the Construction (Design and Management) Regulations 2015] [and the Building Regulations 2010] and ensure best practice at all times
PRECEDENTS
Schedule of services—Project Manager The Project Manager shall: General responsibilities • act as the Client’s representative and issue information and instructions to the Project Team on behalf of the Client; • receive the Client’s instructions and information relating to the Project; • report to the Client as necessary; • ensure the Client is kept informed at all stages of the Project and the Client's interests are properly represented in all activities and decisions (to which it is a party) associated with the Project; • provide written reports to the Client at not less than [insert, eg monthly] intervals in accordance with the Client’s requirements and in a format approved by the Client; • take all reasonable steps to anticipate problems and mitigate risk and take steps to resolve problems to the Client’s best advantage; • ensure that the Project Team give due regard to time and cost constraints when making decisions and giving instructions; • project manage the design, procurement and carrying out of the works, ensuring that they meet the Client’s requirements and are carried out within the timescales of the Project; • establish, manage and operate rigorous value management, risk management
PRECEDENTS
Schedule of services—Structural Engineer (design and build procurement) The Consultant shall: General responsibilities (Stages 0–7) • [act as Lead Consultant in relation to the Project, which shall include: — advising in relation to the scopes of services for other members of the Design Team — advising on the need for other specialist consultants that may be required to complete the Project (and their scopes of services) — directing other consultants forming the Design Team — co-ordinating and integrating the design of the Project as a whole — arranging and chairing regular design meetings to facilitate the conduct of the Project and ensure that minutes are taken and circulated afterwards — facilitating communication between the Client and the Design Team — co-ordinate and collate end of stage reports] • [ [prior to execution of the Building Contract ]perform services as Principal Designer for the purposes of the Construction (Design and Management) Regulations 2015 and Building Regulations 2010 to ensure best practice at all times in respect of safety in design OR interact and liaise as required with the Principal Designer and ensure best practice at all times in respect of safety in design] • receive
PRECEDENTS
Schedule of services—structural engineer (traditional procurement) The Consultant shall: General responsibilities (Stages 0–7) • [act as Lead Consultant in relation to the Project, which shall include: • advising in relation to the scopes of services for other members of the Design Team • advising on the need for other specialist consultants that may be required to complete the Project (and their scopes of services) • directing other consultants forming the Design Team • co-ordinating and integrating the design of the Project as a whole • arranging and chairing regular design meetings to facilitate the conduct of the Project and ensure that minutes are taken and circulated afterwards • facilitating communication between the Client and the Design Team] • [perform services as Principal Designer for the purposes of the Construction (Design and Management) Regulations 2015 to ensure best practice at all times in respect of safety in design OR interact and liaise as required with the Principal Designer and ensure best practice at all times in respect of safety in design] • receive the Client’s instructions and information relating to the Project • [liaise and co-operate with the Lead Consultant]
PRACTICE NOTES
From 4 November 2024, Part 2 of the Historic Environment (Wales) Act 2023 came fully into force, separating out the legislation on scheduled monuments in England and Wales. For more information, see Practice Note: Scheduled monuments in Wales. What is a scheduled monument? A scheduled monument is a 'nationally important' archaeological site or historic building, which is protected against unauthorised change. The purpose of scheduling is to help preserve such monuments and to keep them in their original state as far as possible. A 'scheduled monument' is defined in the Ancient Monuments and Archaeological Areas Act 1979 (AMAAA 1979) as any monument included in the schedule compiled and maintained by the Secretary of State for Culture, Media and Sport. A monument means any: • building, structure or work, whether above or below the surface of the land, and any cave or excavation • site comprising the remains of any such building, structure or work or of any cave or excavation, and • site comprising, or comprising the remains of, any vehicle, vessel, aircraft or other movable structure