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James Fogarty

Provisional Sums - Chartered Quantity Surveying & Party Wall Surveying

Provisional Sums

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A provisional sum is an allowance that is inserted into tender documents for a specific portion of the works that lacks detail for tenderers to accurately price.

As the design progresses, along with the project, the contactor will eventually be able to provide a fixed price that replaces the provisional sum allowance.

There are two types of provisional sum: defined and undefined:

  • Defined provisional sums are those which have been described in sufficient detail that the contractor is expected to have made allowance for them in their programming, planning and pricing preliminaries. An example could be ironmongery to doors where the scope is known but the exact specification and manufacturer’s reference is unknown.
  • Undefined provisional sums are less well described and so the contractor cannot be expected to make allowance for them in their programming, planning and pricing preliminaries. This means the contractor may be entitled to an extension of time and/or additional payments when the actual works are undertaken. An example could be external works but no layouts, details or specifications are available and thus is a complete unknown.

When describing a provisional sum it should contain: the nature of the works, its location, the quantity and any specific limitations. If this information is not provided or available it is considered undefined.

Quantity Surveying FAQ - Chartered Quantity Surveying & Party Wall Surveying

Quantity Surveying FAQ

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What does a quantity surveyor do?

A quantity surveyor is responsible for the financial performance of a construction project.

They:

  • Prepare estimates (or budgets) of the construction cost.
  • Monitor, report, analyse and advise on costs.
  • Identify potential cost savings that don’t compromise quality and time or present a risk.
  • Advise on life cycle costs.
  • Manage and advise on the procurement and tendering of building contractors.
  • Administering construction contracts and advise their client on compliance.

When should I consider appointing a quantity surveyor?

Ideally, as early as possible. Quantity surveyors can provide very early cost advice as the design is being conceived. As the design develops, the quantity surveyor can influence the process to ensure that costs are kept under control.

What projects would justify using a quantity surveyor?

Quantity surveyors can be involved on any scheme, large or small. In our view, quantity surveyors would have a key involvement for projects over £100k. For projects under this, they may just provide some helpful advice.

Why should I use a quantity surveyor?

Many clients ask this question before our involvement and know the answer once the project has concluded. It’s because quantity surveyors are essential at controlling costs and eliminating wasteful and unnecessary expenditures. A QS will also handle contractual matters which can be complicated, time consuming and, unfortunately sometimes, adversarial.

Who appointments/ employs quantity surveyors?

Anyone involved in construction can appoint or employ a QS. Examples of our clients are homeowners, businesses, property developers, main contractors and trade specific subcontractors.

What makes a good quantity surveyor?

The best quantity surveyors have the appropriate qualifications and experience to do the job. Ideally, a quantity surveyor should have a degree for the profession that is accredited by industry leading professional institutions such as the RICS or CIOB. Many good surveyors have a broad range of experience such as working throughout the supply chain, different property sectors, sizes and complexities.

Many of the best quantity surveyors aspire to become chartered by the RICS. A globally recognised institution that aims to promote the highest standards and practices as well as professionalism and integrity. Becoming a chartered surveyor is a demanding task but proves to all that they are committed to the industry, professional excellence and has good ethics.

How much does a quantity surveyor cost? It depends, quantity surveyors will charge less on simple projects but more on complex or prestigious developments. The best way to find out is to contact a practice. A firm can meet with you to establish your requirements and can prepare a fee proposal which is an estimate on how much their services will be.

What Happens After a Notice is Served?

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After a notice is served to Adjoining Owner, one of three things can happen: the Adjoining Owner consents, dissents or does not reply.

Consent is when the Adjoining Owner agrees to the works being carried out. Works can begin upon expiry of the notice period or earlier if agreed.

Dissent is when a dispute has arisen and an Award must be prepared before any works can commence. When this happens, the parties can either agree to appoint one surveyor to act for both owners known as the ‘Agreed Surveyor’ or appoint their own surveyors. Once appointed, owners cannot rescind the appointments and the first thing surveyors should do is exchange copies of their appointment letters. If two surveyors are appointed then they need to appoint a ‘Third Surveyor’ forthwith.

If the Adjoining Owner does not respond after 14 days then a further notice is sent requesting the appointment of a surveyor.  If after 10 days there is still silence then the Building Owner’s surveyor may appoint a surveyor for the Adjoining Owner.