RICS-APC Revision Guide 1001 Questions and Answers for Quantity Surveyors and Project Managers (PDF)

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About

Edition: 2021
Pages: 201
Author(s): RICS
Publisher: RICS
Language: English
Size: 88 Mb

Content:

Introduction.......................................................................................................... 7
Summary of Experience and Case Study examples.......................................... 8
Hot tips for passing the final assessment........................................................... 9
RICS in general.................................................................................................. 10
Ethics, Rules of Conduct and Professionalism................................................... 12
Rules/ Conduct................................................................................................... 12
Ethics................................................................................................................... 15
Setting up your own practice.............................................................................. 18
CPD...................................................................................................................... 18
Gifts and hospitality............................................................................................ 20
Conflict of interest............................................................................................... 20
Bribery, Money laundering and Corruption...................................................... 22
Modern slavery................................................................................................... 24
Professional Indemnity Insurance (PH).............................................................. 24
Client care........................................................................................................... 27
General................................................................................................................ 27
Complaints........................................................................................................... 29
Clients' Money .................................................................................................... 30
Fees/ Appointments ........................................................................................... 31
Communication and negotiation ........................................................................ 33
Communication................................................................................................... 33
Negotiation.......................................................................................................... 35
Health and safety ............................................................................................... 36
General................................................................................................................ 36
Visiting Site.......................................................................................................... 37
RAMS................................................................................................................... 39
Asbestos............................................................................................................... 39
Guidance and Regulation..................................................................................... 41
CDM Regulations................................................................................................. 42
Accounting principles and procedures............................................................. 46
General................................................................................................................ 46
CAPEX & OPEX Expenditure.............................................................................. 48
Balance sheet...................................................................................................... 48
Cashflow forecast............................................................................................... 49
Profit and loss account........................................................................................ 49
Insolvency & Bankruptcy..................................................................................... 50
Business planning.............................................................................................. 52
General................................................................................................................ 52
Business planning.............................................................................................. 54
Conflict avoidance management, and dispute resolution procedures ...... 56
Conflict avoidance ............................................................................................. 56
Dispute resolution ............................................................................................... 57
Negotiation.......................................................................................................... 57
Mediation ........................................................................................................... 58
Conciliation.......................................................................................................... 58
Expert witness ..................................................................................................... 58
Expert determination........................................................................................... 58
Adjudication ........................................................................................................ 59
Arbitration............................................................................................................ 60
Data management.............................................................................................. 62
General................................................................................................................ 62
Acts and Regulation.......................................................................................... 63
Client confidentiality........................................................................................... 64
Diversity, inclusion and team working............................................................. 65
Diversity and inclusion..................................................................................... 65
Teamworking .................................................................................................. 66
Inclusive environments.................................................................................... 69
Sustainability.................................................................................................... 71
General............................................................................................................ 71
Sustainable technology .................................................................................. 72
Sustainable construction................................................................................. 74
EPC & SBEM................................................................................................... 76
Urban Drainage Systems (SUDS).................................................................... 76
General.............................................................................................................. 77
Economic Development and Construction Act 2009 ................................... 78
intent.................................................................................................................. 79
Guarantee ......................................................................................................... 80
Collateral Warranties........................................................................................... 82
Assignment.......................................................................................................... 83
Bonds................................................................................................................... 83
Antiquities ............................................................................................................ 86
Defects................................................................................................................. 86
Novation.............................................................................................................. 87
Retention............................................................................................................. 87
General insurance.............................................................................................. 88
Contractors Design Portion (CDP)....................................................................... 89
Different types of subcontractors....................................................................... 89
Insolvency & liquidation...................................................................................... 90
Termination and suspension............................................................................... 90
Delay damages/ Liquidated Damages(LDs)....................................................... 90
Pre-Construction Services Agreement (PCSA).................................................... 92
Building Contracts............................................................................................... 92
Bespoke building contracts / contract amendments.......................................... 93
JCT Contracts....................................................................................................... 94
NEC 3 ECC Contracts.......................................................................................... 101
JCT VS NEC......................................................................................................... 110
Development / project briefs.............................................................................. 111
Feasibility study..................................................................................................... 111
Project brief........................................................................................................... 112
Leading projects, people and teams ................................................................... 114
People management and leadership................................................................... 114
Motivation............................................................................................................ 116
Human resource & legislation........................................................................... 118
Programming and planning ............................................................................... 119
RIBA Plan of Work............................................................................................. 119
Programming .................................................................................................... 119
Acceleration......... ............................................................................................. 122
Construction technology and environmental services................................. 123
General.............................................................................................................. 123
Temporary works.............................................................................................. 123
Substructure...................................................................................................... 124
Foundations....................................................................................................... 125
Superstructure................................................................................................... 128
Structural .......................................................................................................... 130
Frames............................................................................................................... 131
Internals & finishes............................................................................................ 133
Mechanical & Electrical..................................................................................... 134
Roofing & Cladding............................................................................................ 135
Surveys............................................................................................................... 136
Fire prevention and safety............ ................................................................... 137
Regulation & British Standards......................................................................... 137
O&M manuals............................ ,...................................................................... 139
Procurement and tendering.............................................................................. 140
Procurement Generally..................................................................................... 140
Traditional procurement................................................................................... 141
Design& Build (D&B)......................................................................................... 141
Construction Management............................................................................... 143
Management contracting.................................................................................. 144
Frameworks ...................................................................................................... 145
Partnering......................................................................................................... 146
Tendering generally........................................................................................... 147
Pre-Qualification Questionnaire (PQQ)............................................................. 148
Single stage tendering....................................................................................... 148
Two stage tendering.......................................................................................... 149
Negotiated tender............................................................................................. 150
OJEU.................................................................................................................. 150
Tender returns and analysis............................................................................. 152
Managing projects............................................................................................. 156
General.............................................................................................................. 156
Project execution plan (PEP)............................................................................. 157
Change management........................................................................................ 157
Project Audit ..................................................................................................... 158
Stakeholder Management................................................................................. 159
Value Engineering.............................................................................................. 159
Value Management........................................................................................... 161
Project finance................................................................................................... 162
Design economics and cost planning............................................................... 162
Quantification and costing (of construction works)........................................ 163
New Rules of Measurement (NRM).................................................................. 163
Order of Cost Estimate...................................................................................... 164
Provisional Sums............................................................................................... 165
Cost planning .................................................................................................... 166
BCIS.................................................................................................................... 171
Pricing of contracts ............................................................................................ 171
Prime cost sums................................................................................................ 174
Preliminaries..................................................... ................................................ 174
Inflation.............................................................................................................. 175
Measurement.................................................................................................... 176
BoQ (bill of quantities) ...................................................................................... 177
CashFlow........................................................................................................... 178
Financial & cost reporting.................................................................................. 179
Life Cycle Costing............................................................................................... 180
Advance payments............................................................................................ 182
Valuations.......................................................................................................... 182
Final Account..................................................................................................... 185
Payment process............................................................................................... 186
Commercial management (of construction works) ...................................... 188
General.............................................................................................................. 188
Capital Allowances............................................................................................ 189
Commercial models........................................................................................... 190
Contract administration...................................................................................... 191
Contract administrator...................................................................................... 191
Programme ....................................................................................................... 192
Practical completion (under JCT)...................................................................... 192
Opening-up and testing (under JCT).................................................................. 193
Extension of time (under JCT)........................................................................... 193
Risk management.............................................................................................. 194
Hot topics........................................................................................................... 197
BIM.................................................................................................................... 197
Listed buildings and conservation areas....................................................... 197
Planning permission........................................................................................ 198
Latham report................................................................................................... 199
CSR................................................................................................................... 199

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