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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.

December 12, 2024
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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.

December 11, 2024
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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.

December 2, 2024
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Areas We Cover

By Business Updates, General

As quantity surveyors and party wall surveyors we offer our services predominantly in the north west of the UK but we have been involved in multiple projects beyond this area. Below is a simple list of the areas in the North West we work in. If you have any questions please don’t hesitate to get in touch. You can find our contact details here.

Cheshire

Cheshire East

Alderley Edge, Alsager, Bollington, Crewe, Congleton, Handforth, Knutsford, Macclesfield, Middlewich, Nantwich, Poynton, Sandbach and Wilmslow.

Cheshire West and Chester

Chester, Ellesmere Port, Frodsham, Malpas, Neston, Northwich, Saltney, Tarporley, Tarvin and Winsford.

Halton

Runcorn and Widnes.

Warrington

Birchwood, Culcheth, Grappenhall and Lymm.

Greater Manchester

Bolton

Blackrod, Farnworth, Horwich, Kearsley, Little Lever, South Turton and Westhoughton.

Bury

Prestwich, Radcliffe, Ramsbottom, Tottington and Whitefield.

Manchester

Blackley, Cheetham Hill, Chorlton-cum-Hardy, Didsbury, Ringway, Withington and Wythenshawe.

Oldham

Chadderton, Shaw and Crompton, Failsworth, Lees, Royton and Saddleworth.

Rochdale

Heywood, Littleborough, Middleton, Milnrow, Newhey and Wardle.

Salford

Eccles, Clifton, Little Hulton, Walkden, Worsley, Salford, Irlam, Pendlebury, Cadishead, Patricroft and Monton.

Stockport

Bramhall, Bredbury, Cheadle, Gatley, Hazel Grove, Marple and Romiley Woodley.

Tameside

Audenshaw, Denton, Droylsden, Dukinfield, Hyde, Longdendale, Mossley and Stalybridge.

Trafford

Altrincham, Bowdon, Hale, Sale, Urmston and Partington.

Wigan

Abram, Ashton-in-Makerfield, Aspull, Astley, Atherton, Bryn, Golborne, Higher End, Hindley, Ince-in-Makerfield, Leigh, Orrell, Shevington, Standish, Tyldesley and Winstanley.

January 21, 2023
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5 Reasons Why You Should Choose Fogarty Associates as Your Quantity Surveyor or Party Wall Surveyor

By Business Updates, General

Choosing a quantity surveyor, party wall surveyor or any type of construction professional for your project is a big decision. Selecting the wrong one can have a major impact on your project’s performance in terms of time, cost, risk and quality. This article will make the case why picking Fogarty Associates is the right decision.

We’re Qualified and Experienced

All of our surveyors are fully academically qualified and have many years experience working on a variety of different types of construction projects. Our surveyors are also members of various global industry leading professional institutions such as the RICS, CIOB, CIArb and FPWS. All of our surveyors have the technical expertise and experience to advise you on your project.

We’re Affordable

One of our core values is that we believe a high quality service shouldn’t cost a fortune. We offer competitive rates and can work to a fixed fee proposal (lump sum price). We’re open to suit your specific financial needs.

We’re Connected

Construction projects are a collaborative effort requiring contractors, subcontractors, suppliers, designers and other consultants. We know who to recommend and also who to avoid. If on a specific instance we can’t recommend someone to you, we know what criteria needs to be met when going out to the market to deliver on good value for money.

We’re an RICS Regulated Firm

Unlike some other surveying practices we are regulated by the RICS. The Royal Institution of Chartered Surveyors is a professional body that leads the world in laying out the standards and best practices for surveying. To become a member of the RICS is no easy feat and you have to pass a rigorous assessment that can take years. This shows that our firm is fully committed to providing the highest professional and ethical standards. Chartered Surveyors dedicate themselves to lifelong learning, through CPD, so you can be assured that the advice you receive is based on the most up-to-date standards, practices and legislation.

We Work Across the Supply Chain

Our firm doesn’t just work in one specific area of the construction industry. We offer our services from the top of the supply chain (property developers, homeowners, businesses), to the middle (main contractors) and to the bottom (trade subcontractors). Unlike most other QS practices we also provide party wall surveying services and advice. See our ‘services’ page for a list of just some of the work we can offer.

January 18, 2023
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Party Wall Surveying – FAQ

By Business Updates, General

Fogarty Associates has provided party wall surveying services for over a decade and there are many questions which we get. This article lists the most frequently asked questions we receive.

What Property and Work Types Does the Party Wall etc Act Affect?

It affects all types of property such as residential, commercial and industrial.

It applies to all types of construction work such as new builds, extensions, alterations and repairs.

When Does the Act Apply?

It applies when there are works to an existing party wall, party fence wall, party structures, a new building at or astride the boundary line and excavation within 3m or 6m of a neighbouring structure.

How is the Act Invoked?

By means of notices. There are three types:

Section 1 – construction of walls on the line of junction (one month’s notice).

Section 2 – repairs etc of a party wall (two month’s notice).

Section 6 – excavations near an adjacent structure (one month’s notice).

What Should be Included with the Notice?

The notice requires drawings such as sections, scope of works etc.

What areas of the UK does the Act NOT Apply?

Scotland, Northern Ireland and the Inns of Court

Outside of dealing with issues under the Party Wall etc Act are there any other issues an acting Party Wall Surveyor should deal with?

No, only the Act.

Can Building Owners and Adjoining Owners be Surveyors?

No they cannot, a party to the dispute cannot be an appointed surveyor.

What is the Difference Between an Agency Role and a Statutory Role?

An agency role is a ‘client/ professional’ relationship similar. An example of a professional in this relationship could be an architect, structural engineer or quantity surveyor. It has no power under the Act.

A statutory role, the party wall surveyor, has a duty when appointed following dissent to a notice. It is subject to the powers given under the Act. There is no contract in the traditional sense. The surveyor does not report to the building owner.

What Does the Party Wall Surveyor Do?

Prepares and commentates on an Award, selects a Third Surveyor and determination of costs. The Party Wall Surveyor only exists if an Adjoining Owner dissents to a notice.

Should I get a Schedule of Condition?

The Act does not formally require a condition survey but this is encouraged as otherwise the surveyors would challenge on any determination on the question of repair.

January 15, 2023
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