Cover image for Willis's practice and procedure for the quantity surveyor
Title:
Willis's practice and procedure for the quantity surveyor
Personal Author:
Edition:
12th ed.
Publication Information:
MA, United States : Blackwell Pub. Ltd., 2007
Physical Description:
xii, 426 p. : ill. ; 25 cm.
ISBN:
9781405145787
Added Author:

Available:*

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30000010186321 TH435 W66 2007 Open Access Book Book
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30000010186320 TH435 W66 2007 Open Access Book Book
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30000010191790 TH435 W66 2007 Open Access Book Book
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Summary

Summary

This classic text, written by three generations of the Willis family (all quantity surveyors) provides an introduction for the undergraduate and young practitioner to the work of the quantity surveyor, both in private practice and contracting organisations. The new edition has been revised to cover QS work in civil and cost engineering, commercial management, PFI and professional ethics. For the first time the book features worked examples.


Author Notes

Keith Hogg is Associate Dean (Development) in the School of the Built Environment at Northumbria University.


Table of Contents

Prefacep. xi
1 The Work of the Quantity Surveyorp. 1
Introductionp. 1
A changing industryp. 3
Construction sectorsp. 6
The role of the quantity surveyorp. 8
Skills, knowledge and understandingp. 15
What's in a name?p. 18
Discussion topicp. 20
References and bibliographyp. 23
2 Education, Training and Employmentp. 24
Introductionp. 24
Chronology of quantity surveying education 1960-2006p. 24
Quantity surveyors in educationp. 27
Partnership and accreditationp. 28
Non-cognate disciplinesp. 30
National vocational qualifications (NVQs)p. 30
Assessment of professional competence (APC)p. 31
Continuing professional development (CPD)p. 32
Construction Industry Council (CIC)p. 33
Changing work patternsp. 34
The professionsp. 44
Role of the RICSp. 48
Discussion topicp. 50
References and bibliographyp. 52
3 Organisation and Managementp. 53
Introductionp. 53
Staffingp. 53
Office organisationp. 55
Employer's responsibilitiesp. 57
Public relations and marketingp. 61
Quality managementp. 63
Time and cost managementp. 65
Education and trainingp. 66
Finance and accountsp. 68
Discussion topicp. 73
References and bibliographyp. 77
4 The Quantity Surveyor and the Lawp. 78
Introductionp. 78
The quantity surveyor and the clientp. 78
Collateral warrantiesp. 85
Performance bondsp. 87
Professional indemnity insurancep. 88
Contracts of employmentp. 88
The Disability Discrimination Act 2004p. 90
Discussion topicp. 91
References and bibliographyp. 93
5 Research and Innovationp. 95
Introductionp. 95
RICSp. 96
Classification of research and developmentp. 97
Research and development in the construction and property industriesp. 98
Rethinking construction innovation and researchp. 99
Changing role of the quantity surveyorp. 102
Research and development in quantity surveying practicep. 103
Academic researchp. 106
Research disseminationp. 107
Information and communication technologies (ICTs)p. 107
Quantity surveying practicep. 108
Major ICT issuesp. 110
The future of ICTp. 112
The importance of changep. 112
Innovationp. 114
Conclusionsp. 116
Discussion topicp. 117
References and bibliographyp. 119
6 Cost Controlp. 121
Introductionp. 121
Project cost controlp. 121
Cost advicep. 122
Precontract methodsp. 123
General considerationsp. 127
Accuracy of approximate estimatesp. 130
Preparing the approximate estimatep. 130
Whole life costingp. 131
Value managementp. 132
Risk analysisp. 132
Best valuep. 132
Taxationp. 133
Financial assistance for developmentp. 136
Post-contract methodsp. 138
Discussion topicp. 141
References and bibliographyp. 144
7 Whole Life Costingp. 146
Introductionp. 146
Brief historyp. 147
Government policyp. 147
Whole life valuep. 148
Whole life costing applicationsp. 149
Whole life costsp. 151
Main factors to considerp. 152
Targeting the major elements of costs-in-usep. 154
Depreciation and obsolescence in buildingsp. 154
Long life, loose fit and low energyp. 155
Calculationsp. 155
Forecasting the futurep. 157
Whole life cost forum (WLCF)p. 160
Conclusionsp. 161
Discussion topicp. 161
References and bibliographyp. 164
8 Value Managementp. 166
Introductionp. 166
Backgroundp. 167
Terminologyp. 167
When should surveyors use value management?p. 168
The application of value managementp. 171
Functional analysisp. 178
Supporting the case for value managementp. 183
Professional development and accreditationp. 185
Discussion topicp. 186
References and bibliographyp. 189
9 Risk Managementp. 190
Introductionp. 190
When should surveyors use risk management?p. 191
The application of risk managementp. 194
Risk analysisp. 195
Risk registersp. 197
Expected monetary value (EMV)p. 200
Simulation (quantitative risk analysis)p. 200
Risk managementp. 203
Appraisal of risk management optionsp. 206
Considerations in risk allocationp. 207
Merging risk management and value management opportunity?p. 208
Discussion topicp. 209
References and bibliographyp. 213
10 Procurementp. 215
Introductionp. 215
General mattersp. 216
Standards forms of contractp. 218
Methods of price determinationp. 219
Contractor selection and appointmentp. 221
Procurement optionsp. 226
Contract strategyp. 232
Client procurement needsp. 233
Partneringp. 234
The Private Finance Initiative (PFI)p. 237
The role of the quantity surveyorp. 237
Discussion topicp. 238
References and bibliographyp. 241
11 Contract Documentationp. 243
Contract documentsp. 243
Coordinated project informationp. 244
Form of contractp. 245
Contract drawingsp. 247
Schedulesp. 247
Contract billsp. 248
Methods of measurementp. 251
Contract specificationp. 252
Schedules of workp. 253
Master programmep. 254
Information release schedulep. 254
Discrepancies in documentsp. 254
Discussion topicp. 254
References and bibliographyp. 257
12 Preparation of Contract Billsp. 258
Appointment of the quantity surveyorp. 258
Receipt of drawingsp. 259
Taking-offp. 261
Contract billsp. 265
Invitation to tenderp. 269
Receipt of tendersp. 274
E-tenderingp. 280
Discussion topicp. 281
References and bibliographyp. 283
13 Cost Managementp. 285
Introductionp. 285
Valuationsp. 286
Valuation on insolvencyp. 302
Cost control and reportingp. 302
Discussion topicp. 306
References and bibliographyp. 309
14 Final Accountsp. 310
Introductionp. 310
Variationsp. 311
Procedure for measurement and evaluationp. 313
Pricing variationsp. 316
Provisional sumsp. 321
Fluctuationsp. 323
Completing the accountp. 327
Auditp. 328
Timing and resourcesp. 330
Discussion topicp. 331
References and bibliographyp. 334
15 Insolvencyp. 335
Introductionp. 335
The role of the quantity surveyorp. 337
Scenariop. 338
The role of the liquidatorp. 339
The lawp. 340
Determination of contract (contractor insolvency)p. 340
Provision in the forms of contractp. 341
Factors to consider at insolvencyp. 342
Completion of the contractp. 344
The employer's lossp. 345
Expenditure involvedp. 345
Termination of contract (employer insolvency)p. 346
Insolvency of the quantity surveyor or architectp. 348
Performance bondsp. 348
Discussion topicp. 349
References and bibliographyp. 352
16 Contractual Disputesp. 353
Introductionp. 353
Why disputes arisep. 353
Litigationp. 355
Arbitrationp. 356
Adjudicationp. 358
Alternative dispute resolutionp. 358
Expert witnessp. 361
Lay advocacyp. 362
Claimsp. 363
Discussion topicp. 370
References and bibliographyp. 373
17 Project Managementp. 375
Introductionp. 375
Justifying project management by adding valuep. 376
Terminologyp. 377
Attributes of the project managerp. 378
Duties and responsibilities of the project managerp. 385
Quantity surveying skills and expertisep. 391
Feesp. 391
Education and training for the project managerp. 392
Discussion topicp. 393
References and bibliographyp. 396
18 Facilities Managementp. 398
Introductionp. 398
The work of the facilities managerp. 399
Sustainabilityp. 413
Facilities management opportunities for the quantity surveyorp. 415
Education and training for the facilities managerp. 417
Discussion topicp. 417
References and bibliographyp. 420
Indexp. 423