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INDEX

Note: references are to paragraphs. Figures and tables are not included

A
ACA Standard Form of Contract for Project Partnering PPC
2000 4.1.2.10A
acceleration 4.2.6.1(a); 4.2.6.2; 4.2.6.3
acceptance certificates 4.1.2.18(c)
accidents 5.2.1
ACE see Association of Consulting Engineers
activity schedules 2.3.3.2; 4.4.10.5;
Part 4 Section 4: Appendix C
addendums 3.2.4.6
adjudication 4.1(Intro); 4.4.1
administration cost Part 4 Section 2: Appendix A1
admissible items 4.2.4.2; 4.2.5; Part 4 Section 2:
Appendix C3, D
advance payments 4.4.7.10(d)
agent see employers agent
allrisks insurance 4.1.3; Part 4 Section 2: Appendix A10
all risks yield 2.2.2.3(d)
allowances see tax allowances
alteration costs Part 2 Section 2: Appendix C4
alternative design solutions Part 2 Section 1: Appendix C
amounts previously certified 4.4.7.10(c)
analyses 2.1.7.2(b); 5.4.6
analysis 1.2.7; 3.1.2.11; 5.4.3.1
see also risk analysis
analysis checklist 3.1.3.4
Appendix to the Form of Tender 4.1.2.11(b)
application for reimbursement, written 4.2.3.1(c); 4.2.3.3
appointment documents 2.5(Intro)
approval processes 3.1.4.14(c)
arbitration 4.1.2.5(c); 4.2.1.6
arbitrator 4.1.2.11(c); 4.2.1.5
architect as certifier 4.4(Intro); 4.4.2; 4.4.8.1; 4.4.8.2
architect as contract administrator 4.2(Intro); 4.4.2.3;
4.4.5.2
architects information 2.1.3.3(c); 2.1.7.3(b)
architects instruction 4.4.7.3(iii)(iv)
Architects List 4.1.2.10(c)
ascertained damages 4.1.4.3(e)
ascertainment 4.2
application 4.2.4.10
costs versus prices 4.2.4.8
definition of 4.2(Intro); 4.2.2.3
documentation for 4.2.3.4
global or individual 4.2.4.9
judgement in 4.2.2.3; 4.2.4.5
responsibility for 4.2.4.14.2.4.2
Association of Consulting Engineers 3.2(Intro)
conditions of engagement 3.2.1.5; 3.2.2.6(a); 3.2.2.7(a)
assumptions Part 2 Section 1: Appendix C
attendances 3.2.4.3
audit trail 4.3.2.4; 5.6.7.4; 5.6.7.5

The Surveyors Construction Handbook

Australian ruling 4.1.6.4(k)


authority, delegated 3.1.4.7(c); Part 2 Section 4:
Appendix A (Intro)
automatic practical completion 4.1.6.4(f)
average risk premium discount rate 2.2.2.3(c)
B
balancing adjustment 2.2.3.4(e); 2.2.3.6
balancing allowance 2.2.3.4(f); Part 2 Section 2:
Appendix A6, D8
balancing charge Part 2 Section 2: Appendix C6, D8
BCIS (Building Cost Information Service) 2.3; 5.4
BCIS Bulletin Service 5.4.2; 5.4.3; 5.4.4.2
BCIS Elements for Design and Build 2.4.4.9; Part 2
Section 4: Appendix A (Intro)
BCIS Five Year Forecast 5.4.3.4
BCIS Online 5.4.2; 5.4.3
BCIS Online Briefing 5.4.3.4
BCIS Quarterly Review 5.4.4.1
BCIS standard elements 2.3.2.2; 2.3.3.2; Part 2 Section 3:
Appendix A
BCIS Standard Form of Cost Analysis 1.2.7.6; 2.3 (Intro);
2.3.2.4; Part 2 Section 4: Appendix B2.5
benchmarking 2.6.3.2; 2.6.3.4; 5.5.1; 5.5.4
best-fit solution 3.1
bills of quantities see quantities
Blue Form 4.1.2.15
BMI (Building Maintenance Information) 5.5
BMI Building Maintenance Price Book 5.5.3
BMI News 5.5.5
BMI Quarterly Cost Briefing 5.5.2
bond/parent company guarantee 3.2.4.3
briefing 1.1.2.2; 2.5.4.4; 5.4.3.4
Brundtland definition 2.6 (Intro)
BS 7799: 1995 5.6.7.1
BS 7799-1: 2000 5.6.6; 5.6.7.1; 5.6.7.3
BS EN ISO 9001 5.6 (Intro)
BSRIA Allocation of Design Responsibilities for Building
Engineering Services 3.2.1.4; 3.2.1.5(b)
budget 2.1; 2.1.1.12.1.1.3; 2.1.2.1; 2.1.3; 2.1.6.2
see also time budget
budget format Part 2 Section 1: Appendix B
budget preparation methods 2.1.3.4; 2.3.1.2
budgeting 5.5.1
build insurance 4.1.4.2(b)
buildability 3.1.2.16
builders work 2.1.5.4(b); Part 2 Section 3: Appendix A5N,
A5O
Building Cost Information Service see BCIS
building life 2.2.1.8; 2.2.2(Intro); 2.2.2.1; 2.2.5.1; 2.2.5.6(c);
Part 2 Section 2: Appendix B1, B4
Building Occupancy Information see BMI

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Page 1

building options, life cycle costing 2.2.2(Intro);


2.2.5.6
building project Part 2 Section 4:
Appendix B2.2, B2.4; 3.1.1.23.1.1.3; 4.2
Building Research Establishment 2.2.1.6; 2.6.3.2
building services installations 3.2.2.6
building services procurement 3.2
conditions of engagement 3.2.1.5
contractor 3.2.3
design coordination 3.2.2
design-only engineer 3.2.1.5
design responsiblities 3.2.1.4; 3.2.1.5
designer 3.2.1
options, procurement routes 3.2.3.3
tender documents 3.2.4
tendering 3.2.3.4
Building Services Research Information Association see
BSRIA
building standards and requirements 2.4.4.4
building surveyors information 2.1.3.3(c); 2.1.4.3(c);
2.1.5.3(c); 2.1.7.3(b)
building sustainability 2.2.1.8; 2.6.5
built environment group 5.3
business rates 2.2.3.7
C
cables 2.1.5.4(b)
capital allowances 2.2.3(Intro); 2.2.3.2; 2.2.3.3; 2.2.3.4;
2.2.5.5(f); Part 2 Section 2: Appendix D4
worked example 2.2.3.7; 2.2.5.6(h)
capital costs 2.2.(Intro); 2.2.2.4(a); 2.2.3(Intro); 2.2.3.2;
2.2.3.3; 2.2.5.1; 2.2.5.3; 2.2.5.5(b)(f); 2.2.5.6; Part 2
Section 2: Appendix C1
capital expenditure 2.2.3.1; 2.2.3.3; 2.2.5.5(f); Part 2
Section 2: Appendix D1, D3, D6
capital income 2.2.5.5(d)
CDM (construction (design and management))
information 5.2
regulations 2.2.1.4; Part 2 Section 4: Appendix A1;
2.5.3.1; 3.2.2.7(d); Part 4 Section 1: Appendix A10
certificates see final certificates; interim certificates;
practical completion
certification of completion 4.1.1
change, avoidance of 3.1.4.13(g); 3.1.4.19(a)
change control overview 3.1.4.19
changes 3.1.2.14(d)
after contract let 3.1.4.19(h)
late 3.1.4.13
prior to construction 3.1.4.19(g)
see also client changes; cost plan; tender documents
checklists
analysis 3.1.2.13
contractors proposal Part 2 Section 4: Appendix B2
cost 3.1.4.3
employers requirement Part 2 Section 4: Appendix B2
items for which loss and/or expense allowed Part 4
Section 2: Appendix D
procurement selection 3.1.3.23.1.3.4
risk 4.3.3.3(b)(iii)

Page 2

submissions, steps when considering Part 4 Section 2:


Appendix E
time 3.1.3.3
choice (design) 3.2.1.2
CITB Levy 5.4.7
civil engineering 2.1
Civil Evidence Act 1995 5.6.1; 5.6.6; 5.6.8
cladding Part 4 Section 1: Appendix A6
clerk of works 2.4.3.4; 3.1.4.18(b); 4.2.5.4(b); Part 4
Section 2: Appendix B2.1; 4.4.5.4; 5.2.1
client 1.1; 2.4(Intro); 2.4.4.2; 2.4.4.4; 2.4.4.5; 3.2(Intro); 5.2.1
client and consultants 2.5(Intro); 2.5.1; 2.5.4.2
client and property costs 2.2.1.1
client changes 3.1.4.19(b)
client context, life cycle costing 2.2.1
client needs 3.1
client reserve 3.1.4.13(m)
client resources 3.1.2.14(b)
client satisfaction 3.1; 3.1.2.7
client systems 3.1.4.11
client uniqueness 3.1; 3.1.2.7
clients brief 1.2(Intro); 2.1.1.2; 2.4.4.7; 2.5.4.3(a)
clients information 2.1.3.3(b)(f); 2.1.4.3(a)(f); 2.1.5.3(a)(g);
2.1.7.3(a)(d)
clients input 2.4.4.6
clients involvement 3.1; 3.1.1
clients objectives 1.1.1; 1.2(Intro); 1.2.1; 2.4.4.4; 2.4.4.6;
3.1
clients requirements 1.2.1.2; 1.2.6.2; 1.2.7; 2.5.4.2
clients responsibilities 1.1.5; 2.4.4.5; 2.4.4.6; 3.1.1.4; 3.1.1.7
clients role 1.1.4; 1.1.6; 3.1.1
Code of Practice (DISC PD 0008:1999) 5.6.1; 5.6.5; 5.6.6;
5.6.7; 5.6.8
duty of care 5.6.7.3
enabling technologies 5.6.7.5
format 5.6.7
procedures and processes 5.6.7.4
procedures manual 5.6.7.4
scope and purpose 5.6.7.1
Code of Practice for the Selection of Sub-Contractors
3.2.3.3(i); 3.2.3.4(f)
Codes of Practice 3.1.4.9(c); Part 3 Section 1: Appendix A;
4.1.4
Codes of Procedure 2.4.4.9; Part 2 Section 4:
Appendix A (Intro)
collateral contracts 3.1.1.16(b)
commissioning 3.1.1.17
common inheritance 2.6 (Intro)
competitive tenders 3.1.4.8(e)
completed part of the works 4.1.2.17(d)
completion
date see completion date
sectional 4.1.6.5(c)
staged 4.1.6.4(l)
see also perfect completion; two-stage completion
completion date 2.1.4.6; 4.1.2.16(c); 4.2.3.2; 4.2.5.13; 4.5.3;
4.5.5; 4.5.6
completion distinct from practical completion 4.1.5
completion for all practical purposes 4.1.5

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completion process 2.5.4.13; 4.1.2.18(c)


completion time 3.1.4.14(c)
see also extension of time
completion to time 4.1.5.2
computer aided design (CAD) 3.1.4.12(f); 3.2.2.4(f)
computer software, risk analysis 4.3.3.4(b)
computerised documentation
authenticity 5.6.3; 5.6.5; 5.6.6
photocopies, microfilm and image processing 5.6.4
scanning 5.6.3(3); 5.6.7.4
concurrent engineering 3.2.3.3(d)
conflict, dealing with 1.1.5.4; 2.4.4.1; 3.1.1.7(d)
Constructing the Team see Latham Report
construction 3.1.2.8(a)
construction administration see construction management
construction completion report 4.1.2.18(c)
construction costs 2.2.1.3
construction (design and management) see CDM
construction industry 2.6 (Intro); 2.6.3; 2.6.3.4; 2.6.6
construction management 3.1.1.14; 3.1.1.16; 3.1.2.5; Part 3
Section 1: Appendix A3; 3.2.3.3(c)
see also extension of time
Construction Task Force 1.2(Intro)
construction time 3.1.2.14(g)
constructors, appointment of 3.1.4.9
consultants 2.4.4.8; 3.1.1.16; 3.1.4.9; 4.4.5.2
appointment of 1.1.7; 3.1.4.8
lead see lead consultant
responsibilities of 2.4.4.8; 2.5.4.3(b)
consultants information 2.1.3.3(h); 2.1.4.3(e)(h);
2.1.5.3(e)(h); 2.1.7.3(b)(f)
consultation papers 5.3.1
consulting engineers 2.1.5.4(b)
contingency Part 2 Section 3: Appendix A8; 3.1.4.13(d);
3.1.4.9(f); 4.3.2.3
see also time contingency
contingency allowance 1.1.5.3(e)
contingency funds 3.1.4.13(m)
contract administration 5.5.1
contract administrator 2.4(Intro); 4.1.4; 4.2(Intro);
4.2.1.9; 4.2.3.1(c); 4.2.3.2; 4.2.3.3; 4.2.3.4; 4.2.4.1;
4.2.4.2; 4.2.4.3; 4.2.4.10; Part 4 Section 2:
Appendix B2; 4.4.2; 4.5
contract documents 2.4.2; Part 2 Section 4: Appendix B1;
3.1.1.4; Part 3 Section 1: Appendix A; Part 4
Section 1: Appendix A1
contract duration
role of employers agent Part 2 Section 4: Appendix A3
contract implementation and administration 3.1.1.16
contract stages (design and build)
duration Part 2 Section 4: Appendix A3
post-contract Part 2 Section 4: Appendix A4
pre-contract Part 2 Section 4: Appendix A2
contract sum 2.1.7.2(a); 4.1.3
analysis 2.3.3.1(c)(d)(e); 2.4.4
contract switch Part 3 Section 1: Appendix A6(b)
contract terms and conditions 3.1.2.7; 4.2(Intro); 3.2.4.3,
4.2.1.11; 4.2.1.12; 4.2.3.1(c)(d); 4.2.3.3; 4.2.4.2;

The Surveyors Construction Handbook

4.2.5.13; 4.2.5.15; Part 4 Section 2: Appendix C4;


4.4.4.1; 4.4.7.3(i)
see also contracts
contractor 4.4.2.3; 5.2
application 4.2.4.10
building services 3.2(Intro); 3.2.3
coordination 3.2.2.4(h)
delay, notification of 4.5.4
determination of employment 4.4.9.1
interim payments to 4.4(intro); 4.4.3
loss and/or expense 4.2(Intro); 4.2.1.4; 4.2.1.11; 4.2.1.12;
4.2.1.15; 4.2.2.1; 4.2.3.1; 4.2.3.2; 4.2.3.3; 4.2.3.4;
4.2.3.6; 4.2.4.5; 4.2.4.8; 4.2.6.4; Part 4 Section 2:
Appendix C1
performance monitoring 2.4.3.5
responsibilities of 2.4.4.8
selection of 3.1.4.5(d)
submissions 4.2.4.3; Part 4 Section 2: Appendix E;
4.4.6.2; 4.4.6.3(iv)
contractors initiative 4.1.4
Contractors List 4.1.2.10(c)
contractors price statement 4.4.7.3(iii)
contractors proposals 2.3.3.1(b); 2.4.3.2; 2.4.4; Part 2
Section 4: Appendix B
contracts
breach of 4.2.1.1; 4.2.1.3
building services 3.2.2.4(b-d); 3.2.2.7
clause 13A 4.4.7.3(iii)(iv)
range of 3.1.2.7
risk allocation 3.1.2.2
standard 3.1; 3.1.2.7; 3.1.4.10; 4.1(Intro); 4.1.1
see also design and build contract; extension of time; and
individually, by title
contractual arrangements 3.1.4.10
control document 2.1.5.2
Control in Trade of Endangered Species (CITES) 2.6.3
controls 3.1.4.11
conversion 2.1
coordination
contractor 3.2.2.4(h)
design 3.2.2; 3.2.3.5(c)
installations 3.2.2.1
Corporation Tax 2.2.3.4(a)(b)(c)(f)
cost categories Part 2 Section 2: Appendix C
cost checking 2.1.6; 3.1.4.13(h)
cost checklist 3.1.3.3
cost comparison (worked example) 2.2.5.5(h)
cost consultant 1.1.7
cost control 2.5.2.1; 3.1.4.11(d)
cost control overview 3.1.4.13
cost criterion 3.1.2.8(b)
cost estimates 1.1.5.3(d)
cost index 5.4.12; 5.5.2
cost information Part 2 Section 1: Appendix A;
5.5.15.5.2; 5.4
cost issues 3.1.2.14(e)
cost limit 2.1.1.3(a)
cost management, pre-contract 2.1; 2.1.1
cost models 2.1.4.4
life cycle (worked examples) 2.2.5

Index (12/03)

Page 3

cost plan 3.1.4.13(h)


changes to 2.1.4.7; 2.1.5.6
format Part 2 Section 1: Appendix B
modification of 2.1.6.4
outline proposals stage 2.1.4
scheme design stage 2.1.5
cost planning, pre-contract 2.1; 2.1.1
cost reports 2.1.3.7; 3.1.4.13(j)
cost risk 3.1.2.93.1.2.11
cost studies, preliminary 2.1.2
cost targets 2.1.4.2; 2.1.5.12.1.5.2
costs-in-use 2.1.1.2(d); 2.2.1.8; 3.1.4.13(e)
costing
calculation 2.2.2; Part 2 Section 2: Appendix A3
see also life cycle costing
costs
categories of 2.2.2.4
excess 2.1.6.4
indirect 4.2.3.1(b)
costs versus prices 4.2.4.8
criteria
identification of 3.1
primary 3.1.2.8
D
damage to works 4.1.2.17(d)
damages 4.2.1.1; 4.2.1.2; 4.2.1.3; 4.2.1.5; 4.4.9.2
data
electronic 4.4.10.6; 5.6
presentation 2.2.5.4
risk 4.3.3.3(b)(vi)
sources for costing 2.2.2.4; 2.2.4
types of 2.2.4
Data Protection Act 1998 5.6.7.5; 5.6.8
dayworks 4.4.5.1(ii); 4.4.5.2(ii); 4.4.7.4; 5.4.3.6; 5.4.4.3
dayworks preliminaries 5.4.7; 5.4.10
de minimus rule 4.1.5; 4.1.5.1
decision-making process 1.1.5.5; 1.2.3.1; 3.1.1.7(e); 4.3.2.4
decoration works Part 4 Section 1: Appendix A7
deductions 4.4.7.10
defects 4.1(Intro)
outstanding 4.1.1; 4.1.2.11(c); 4.1.2.14(c); 4.1.4.1(c);
4.1.4.2(a)
remedying 4.1.5.3
see also latent defects; patent defects; schedule of
defects; work not properly executed
defects correction 4.1.2.18(c)
defects correction period 4.1.2.11(d); 4.1.5
defects liability 4.1.2; 4.1.2.6(c)
defects liability period 4.1.2.18(c); 4.1.3; 4.1.4.3(e);
4.1.5.1
definition of the project 1.1.1.7
delay 3.1.1.9(f); 4.1.5.2; 4.1.6.2(b); 4.2.1.4; 4.2.1.7(b);
4.2.2.2; 4.2.3.1(f); 4.2.3.3(c); 4.2.3.5; 4.2.4.3;
4.2.4.5; 4.2.5.4(c)(e); 4.2.5.7; 4.2.5.11; 4.2.5.13;
Part 4 Section 2: Appendix B, C4; 4.5.4; 4.8.8
see also disruption
demolish and rebuild, costing 2.2.5.6
demolition costs Part 2 Section 2: Appendix A4

Page 4

density of vertical division Part 2 Section 1: Appendix C


Department of Environment, Trade and the Regions
(DETR) 2.6.6; Part 2 Section 6: Appendix B
depreciation 2.2.3(Intro); 2.2.3.2; 2.2.3.5(a); Part 2
Section 2: Appendix D3, D6, D7, D8
design 1.1.4.4; 2.3.1.2; 2.6.3.4; 2.6.5; 2.6.6; 2.6.7; 3.1.4.18
amendments 2.5.4.3(e)
client-led 2.3.3.1(d)
contractor-led 2.3.3.1(d)
functional analysis of 1.2.7; Part 1 Section 2:
Appendix A
process 3.2.1.2
setting of 3.1.1.7
Design and Build 2.1; 2.3.3.1; 2.4; 3.1.1.14; 3.1.1.16; 3.1.2.5;
3.1.2.11; Part 3 Section 1: Appendix A6
background 2.4.1
Code of Procedure for Selective Tendering 2.4.4.10
contract documentation 2.4.2; Part 2 Section 4:
Appendix B1
design and build contract
contractors proposals 2.4.3.2; 2.4.4; Part 2 Section 4:
Appendix B
employers requirements 2.4.3.2; 2.4.4
services, additional 2.4.3; Part 2 Section 4: Appendix A5
services, building 3.2.3.3(c)
surveyors as employers agent 2.4(Intro)
variants 2.4.5
see also contract stages (design and build)
design and construction period 2.1.4.6; 2.4.4.4
design and manage 3.1.1.14; 3.1.2.5; Part 3 Section 1:
Appendix A5
design brief 1.2.12.3; 3.1.4.12
design build fund and operate (DBFO) 2.4.5.6
design coordination 3.2.2; 3.2.3.5(c)
design failure 3.1.2.10(b)
design (frozen) 3.1.4.14(f); 3.1.4.19(d)
design input, initial Part 2: Section 4: Appendix A1
design-only engineer 3.2.1.5
design options, life cycle costing (worked examples)
2.2.5.1; 2.2.5.2
design overview 3.1.4.12
design performance checklist 3.1.3.3
design process 2.1.1.2; 2.5.2.4; 2.5.3.3
design programme 1.2.3.3
design proposals 2.1.6; 2.4.3.7
design re-evaluation 3.2.2.6(a)
design requirements 3.2.2.6(a)
design responsibilities 3.2.1.4; 3.2.1.5; 3.2.3.3(d); 3.2.3.5(f);
3.2.4.2
design risk 3.1.2.11(b)
design solutions 1.2(Intro); 1.2.2.1; 1.2.2.3; 1.2.3.1; 1.2.6.3;
1.2.8.1; 1.2.9; 1.2.10.1(b)
design stages 1.2.3.1; 2.1.1.4; 2.1.5; 2.5.4.6; 2.5.4.7;
3.2.3.2(b)(c)
design team 1.1.2.2; 1.1.7; 1.2(Intro); 1.2.12.2; 3.1.4.8;
3.1.4.5(c)
design times 3.1.2.14(h)
designer 2.4.6.2; 2.6.4.1; 5.2
building services 3.2.1.3

Index (12/03)

The Surveyors Construction Handbook

designers information 2.1.3.3(c)(g); 2.1.4.3(b)(g);


2.1.5.3(b)(h); 2.1.7.3(b)(e)
develop and construct 2.4.5.3; 3.1.2.5; Part 3 Section 1:
Appendix A6
developers 1.1.1.3
developing the business case 3.1.1.9
development 2.6 (Intro); 2.6.1
economic 2.6 (Intro); 2.6.2
digests 5.4.4.2; 5.5.5
direct, definition of 4.2.2.2
DISC PD 0008 see Code of Practice (DISC PD 0008)
discount rate 2.2.2(Intro); 2.2.2.2; 2.2.2.3; 2.2.2.4; 2.2.5.1;
2.2.5.2; 2.2.5.4; 2.2.5.5(e); 2.2.5.6(b)
average risk premium 2.2.2.3(c)
no risk return 2.2.2.3(b)(d)
selection 2.2.2.3(e)
test 2.2.2.3(a)
discounting 2.2.2.2; 2.2.5(Intro); 2.2.5.1; 2.2.5.2
disposal costs 2.2.2.4(g)
disputes 4.1.2.5(c); 4.1.4; 4.1.4.1(b)
disruption 4.1.5.3; 4.2.1.4; 4.2.1.7(b); 4.2.3.1(c); 4.2.3.5;
4.2.4.5; 4.2.5.4; Part 4 Section 2: Appendix B
see also delay
distribution Part 4 Section 2: Appendix A6
document destruction/deletion 5.6.2; 5.6.7.5
document storage 5.6.5
access procedures 5.6.6
control set 5.6.3(2)
duty of care 5.6.7.3
electronic 5.6
enabling technologies 5.6.7.5
guidance Part 5 Section 6: Appendix C
maintenance record 5.6.3(1)
paper 5.6 (Intro)
procedures 5.6.5; 5.6.6; 5.6.7.4
retrieval 5.6.5; Part 5 Section 6: Appendix B
see also Code of Practice (DISC PD 0008); computerised
documentation
documents see appointment documents;
contract documents; document storage; information;
reimbursement documents; tender documents
domestic rebuild 5.4.4.5
Domestic Sub-contract 2002 Edition 4.1.2.3
Domestic Sub-contract IN/SC 4.1.2.3(e)
drawings 2.1.4.2; 2.1.5.4; 2.5.4.3(d); 3.1.4.12(f); 3.2.3.5(d);
5.4.3.1
E
early completion 4.1(Intro)
early possession 4.1.2.17(c)
effective management 3.1.1.4
electrical services see mechanical and electrical services
electronic data interchange 4.4.10.6
electronic management system 5.6.7.1; 5.6.8
electronic document storage 5.6
see also document storage
element unit quantities Part 2 Section 1: Appendix C
elemental cost analysis Part 2 Section 1: Appendix A2.1;
2.3.2; 5.4.4.2
elemental unit rate basis 2.1.5.4(a)

The Surveyors Construction Handbook

elements for buildings 2.3(Intro); 2.3.1


elements for design and build 2.4.4.9; Part 2 Section 4:
Appendix A(Intro)
employer 2.4(Intro); 4.4.2.3
employers agent 2.4(Intro); 2.4.3; Part 2 Section 4:
Appendix A
Employers Representative 4.1.2.13(a)
employers requirements 2.3.3.1(a); 2.4.3.2; 2.4.4; Part 2
Section 4: Appendix B; 4.4.4.2
employers responsibilities 2.4.4.8; Part 2 Section 4:
Appendix B
energy
consumption 2.6.6
efficiency 2.2.1.6
embodied 2.6.3.3; 2.6.3.4; 2.6.6; Part 2 Section 6:
Appendix A
taxation 2.6.3.4
engineer 2.4.3.4; 4.1.2.11(b)(c); 4.1.2.14(b)
engineering services 2.1.5.4(b); 2.2.5.6(e)
entitlement 4.2.1.4; 4.2.1.5; 4.2.1.7; 4.2.1.10; 4.2.1.12;
4.2.3; 4.2.4.5; 4.2.4.7; 4.2.4.8; 4.2.4.10; 4.2.5.11;
4.2.5.13; 4.2.6.4
entrances Part 4 Section 1: Appendix A4
Envest 2.6.3.2; 2.6.3.3
environmental 2.6.2
damage 2.6.2
impact 2.6.3.3; 3.1.4.12(a)
estimating and estimates 3.1.4.13
European Union legislation 3.1.4.9(k)
evaluation 1.2.13; 2.1.4.4; 4.2.1.11
event 4.2.1.15; 4.2.3.2; 4.2.4.10; Part 4 Section 2
Appendix C3, C4
extension of time 4.5.3; 4.5.5; 4.5.7.1; 4.5.7.2
evidence see legal admissibility of documents
existing building 2.2.5.6(c)(d)(f)
expenditure
excess 2.1.6.4
see also capital expenditure; revenue expenditure
expense in building projects 4.2
extension of time 4.1.3; 4.1.6.2(b); 4.1.6.5(c); 4.2.3.2
administration 4.5.10
award, timing of 4.5.5; 4.5.6
concurrent delays 4.5.8
consequential entitlement 4.5.9
contract administrators role 4.5(Intro)
contract clauses 4.5.1
contractors obligations 4.5.4
further reading Part 4 Section 5: Appendix A
GC Works Contract 4.5.12
ICE contract 4.5.11
JCT contract 4.5.2 4.5.4.10
Neutral Event 4.5.3; 4.5.5; 4.5.7.2
Relevant Event 4.5.3; 4.5.5; 4.5.7.1
external works Part 2 Section 3: Appendix A6; Part 2
Section 4: Appendix B2.5.6; Part 4 Section 1:
Appendix A7
F
facilities management 5.5.5
factors beyond control 3.1.2.14(a)

Index (12/03)

Page 5

faculty working groups and committees 5.3


FAST see functional analysis systems technique (FAST)
fault free works 4.1.4; 4.1.4.2(b); 4.1.5
FCEC Blue Form of Sub-contract 4.1.2.15
feasibility studies 2.1.2; 2.5.4.4
fees 1.2.8.2; 3.1.4.8(f)
additional activities 2.5.3.2
lump sum 3.1.4.8(h)
percentage 3.1.4.8(g)
professional 2.4.6.1
time charge 3.1.4.8(i)
fencing and security Part 4 Section 2: Appendix A5
final account 4.4.1
final certificates 4.1(Intro); 4.1.2.18(c)
Finance Acts 2.2.3.2; Part 2 Section 2: Appendix D3, D6
finance charges 4.2.5.1; 4.2.5.14; 4.2.5.15
financial resources 3.1.4.3
financing charges 4.1.6.1
financing costs 2.2.2.4(b); Part 2 Section 2: Appendix C2
finishes 4.1.4; Part 4 Section 1: Appendix A7
internal Part 2 Section 3: Appendix A3; Part 2 Section 4:
Appendix B2.5.3
first year allowances 2.2.3.2; Part 2 Section 2: Appendix D6
fitting-out 3.1.1.18; 3.1.2.6; 4.1.1; 4.1.6.4(k)(l); 4.1.6.5(a)
fittings and furnishings Part 2 Section 3: Appendix A4;
Part 2 Section 4: Appendix B2.5.4
fluctuation bonds 4.1(Intro)
fluctuations 4.4.7.7; 4.4.7.10(a); 4.4.7.10(e); 4.4.9.3
forecasting 5.5.1
Forest Stewardship Council 2.6.4.1; Part 2 Section 6:
Appendix B
frost damage 4.1.3
function elements 1.2.7.5; 1.2.7.6; Part 1 Section 2:
Appendix B
functional analysis systems technique (FAST) 1.2.7
FAST diagram 1.2.7; 1.2.8; 1.2.10.1(a)
functional decomposition 1.2.7.5
future generation 2.6 (Intro); 2.6.1; 2.6.2; 2.6.5
G
Government Contracts GC/Works/1/Edition 2 4.1.2.18
Government Contracts GC/Works/1/Edition 3 4.1.2.19
Government Contracts GC/Works contracts, extension
of time 4.5.12
government works 4.1.2.17
grants, regional development 2.2.3.2
Green Book 4.1.2.18(a)(c)
gross floor area 2.1.6.3
Gross National Product (GNP) 2.6.2
ground conditions 3.1.2.9(c)
H
Handbook Introduction; 5.3.2
handover 3.1.1.18; 4.1.2.16(a)
head office 4.2.5.1; 4.2.5.8; 4.2.5.9; 4.2.5.11; Part 4
Section 2: Appendix A11, C
health and safety 2.2.1.4; 4.3.1; 5.2
see also safety
hire charges 4.2.5.3(c)

Page 6

holidays-with-pay 5.4.7
Hong Kong decision 4.1.5
house rebuilding costs 5.4.4.5
Housing Grants and Reconstruction Act 1996 4.4.2.4
housing sinking fund 2.2.5.4
Hudsons approach 4.1.5.2
human resources 3.1.4.4
Human Rights Act 1998 5.6.8
I
ICE 6th Edition: Substantial Completion 4.1.2.12;
ICE 7th Edition: Substantial Completion 4.1.2.11; 4.1.5;
4.1.6.4 (c)
ICE contracts, extension of time 4.5.11
ICE Design and Construct Clause 48(3) 4.1.2.11(d);
4.1.2.13
ICE Design and Construct Forms 4.1.2.13
ICE Minor Works 4.1.2.14; 4.1.4.1(a); 4.1.5
image processing of documents 5.6.4; 5.6.5; 5.6.7.4; 5.6.7.5
implementation 1.1.2.2; 3.1.2.7; 3.1.2.13; 3.1.4
implementation of contract 3.1.1.16
implementation process 3.1; 3.1.1.13; 3.1.4
inadmissible items 4.2.6
incentives 2.2.3; Part 2 Section 2 Appendix D5, D6
independent client advice 1.1.2; 3.1.1.6
indices Part 2 Section 1: Appendix A2.3; 5.4.3.2
Indices and Forecasts 5.4.4.2
industrial building Part 2 Section 2: Appendix D4
inflation 2.1.3.6; 2.1.4.8; 2.1.5.7; 2.2.2.2; 3.1.4.13(k); 4.2.5.7
information
general, design and build contract Part 2 Section 4:
Appendix B2.1
preparation of 2.1.4.4; 2.1.5.5
production of 2.5.4.8
requirements 2.1.3.3; 2.1.4.3; 2.1.5.3; 2.1.7.3; Part 2
Section 4: Appendix B2
see also cost information; data; documents; records of costs
information management policy 5.6.7.2
information security 5.6.7.1; 5.6.7.4
information services 5.25.5
initial control document 1.1.3.2
initial design input
role of employers agent Part 2 Section 4: Appendix A1
initial/first year allowances Part 2 Section 2: Appendix D6
inspection 2.4.3.4; 3.1.4.18; 4.4.7.9
installations Part 4 Section 1: Appendix A2.2
specialist 3.2.2.6(b)
Institute of Chemical Engineers Forms (I Chem E) 4.1.2.18
instructions
late 4.2.1.7(b); 4.2.4.10(c); 4.2.5.4(e)
post-completion 4.1.6.2
insurance 3.1.2.9(f); Part 3 Section 1: Appendix A6(n);
3.2.4.3; 4.1.6.5(b); Part 4 Section 2: Appendix A10;
4.3.3.5(b); 4.4.7.9
insurance risks 4.1.4.3(d)
interest rates 2.2.2.2; 2.2.2.3; 2.2.5.1; 2.2.5.3; 5.2.5.6
interested parties 1.1.5.4
inter-generational equality 2.6 (Intro); 2.6.1; 2.6.5; 2.6.7
interim certificates 4.2.4.6
see also valuations for interim certificates

Index (12/03)

The Surveyors Construction Handbook

interim payments 2.3.3.1(e); 2.3.3.2; 4.4(Intro); 4.4.2.4;


4.4.3
interim valuations 2.3.3.1(e)
see also valuations for interim certificates
Intermediate Form 4.1.2.3(e); 4.1.2.4; 4.1.2.74.1.2.8
investment appraisal 1.1.1.6
investment tables (Parrys) 2.2.5.7
ISO 9000 3.1.4.18(c)
ISO 9001 5.6(Intro)
items see admissable items; inadmissable items
J
JCT Forms of Building Contracts
Intermediate Form of Building Contract 1998 (IFC 99)
4.1.2.4
NAM/SC Sub-Contract Conditions: for SubContractors
named under the IFC 84 4.1.2.3(e)
JCT 80 Standard Form of Building Contract
4.2.1.9; 4.2.1.13; 4.2.3.1; 4.2.3.2; 4.2.3.4;
4.2.4.1; 4.2.4.6; 4.2.6.2; Part 4 Section 2:
Appendix D, E; 4.4.7.6
JCT 98 Standard Form of Building Contract 4.1.2;
4.1.6.4 (f)
JCT Agreement for Minor Building Works 1998 (MW98)
4.1.2.6
Management Contract 1987 4.2.1.13
Management Contract 1998 4.1.2.8
Works Contract/2 4.1.2.9; 4.2.1.13
NSC/C Nominated Sub-contract Conditions 4.1.2.2
Standard Form of Building Contract 1998 (JCT 98)
2.3.3.2
Standard Form of Building Contract With Contractors
Design 2.4.2
Standard Form of Building Contract With Contractors
Design (CD 81); 4.2.1.13
Standard Form of Building Contract With Contractors
Design (CD 98) 2.3.3.1(e); 2.4(Intro); 2.4.2.1;
2.4.2.2; 2.4.2.3; 4.1.2.5
Standard Form of Building Contract With Quantities 1998
(JCT98 With Quantities) 4.4.2.1; 4.4.3; 4.4.6.2;
4.5.2 4.5.10
Standard Form of Prime Cost Contract 1998 4.1.2.7
JCT practice note CD1A 2.3.3.1(a)
JCT Standard Form: wording 4.2.1.14
JCT variant forms of contract 4.1(Intro); 4.4.11.1
joint venture/negotiated project 2.4.5.5
K
Keatings analysis 4.1.5.1
key decisions 1.1.5.5(a); 3.1
key elements 2.1.4.4
L
labour, disruption of 4.2.5.4; Part 4 Section 2: Appendix B1.1
labour record 4.4.5.4(iii)
land 2.6 (Intro)
late completion 3.1.2.12
late finish 3.1.4.14(e)
latent defects 4.1(Intro); 4.1.4.2(b)

The Surveyors Construction Handbook

Latham Report 2.2.1.3


Latham Review Part 3 Section 1: Appendix A3(d)
lead consultant
competency level 2.5.3.1; 2.5.3.3
fees and duties 2.5.3.2
role of 2.5.1.2
schedule of duties 2.5.4
surveyor as 2.5(Intro); 2.5.2
legal admissibility of documents
authenticity 5.6.3; 5.6.5; 5.6.6
Code of Practice 5.6.1
electronic documentation 5.6(Intro); 5.6.1; 5.6.7.1;
5.6.8
photocopies, microfilm, image processing 5.6.4; 5.6.5;
5.6.7.4
legal contracts 3.2.2.7
liability
at practical completion 4.1.3
design 3.1.2.10(c)
determination of 4.2(Intro)
see also limited liability
life cycle cost
appraisal 2.2.5.6(a)
payments 2.2.2.4
techniques 2.2(Intro)
life cycle costing 1.2.10.1(c)(d); 2.1.1.2(d); 2.1.4.2; 2.2; 5.5.1
building life 2.2.2.1
client context 2.2.1
costing calculation 2.2.2
costs and values Part 2 Section 2: Appendix C
data sources 2.2.4
obsolescence 2.2.1.8; 2.2.2.1; Part 2 Section 2: Appendix B
residual values 2.2.2.1; 2.2.2.4(g); Part 2 Section 2:
Appendix A, C6
tax allowances
examples Part 2 Section 2: Appendix E
incentives and business rates 2.2.3
tax relief, impact on 2.2.3
terms for taxation Part 2 Section 2: Appendix D
worked examples 2.2.5
life cycle information 2.1.5.5(c)
life cycle period, mechanical and electrical 2.2.1.7
limited liability 3.1.2.10(c)
liquidated damages 3.1.2.12; 4.1.4.3(e);
4.1.5.2; 4.1.6.5(b)(c); 4.4.9.2; 4.5.6; 4.5.7.2
litigation and evidence see legal admissibility of documents
local authority requirements Part 4 Section 1:
Appendix A2.3
loss and expense 4.4.7.8; 4.4.7.10(a)
loss in building projects 4.2
lump sum contracts 2.4.2.1; 4.1.2.18(a)
lump sum price 2.3.3.1(c); 3.1.2.5; 3.1.2.9(d); 3.1.2.11(b)
M
machinery see plant and machinery
maintenance and repairs 5.5.3; 5.5.4; 5.5.5
maintenance, costed planned 2.2.5.4
maintenance costs 2.2.1.4; 2.2.2.4; 2.2.3(Intro); 2.2.3.2;
2.2.5.5(b)(c); Part 2 Section 2: Appendix C4, D2

Index (12/03)

Page 7

annual 2.2.2.4(d); Part 2 Section 2: Appendix C4


cyclical 2.2.5.5
example 2.2.5.1(c)
future 2.2.1.4
intermittent 2.2.2.4(e); Part 2 Section 2: Appendix C4
tax relief 2.2.3
maintenance of the building 2.2.1.4; 3.1.1.16
maintenance option, life cycle costing (worked example)
2.2.5.3; 2.2.5.6(h)
making good 4.1.1
management see facilities management; project management.
Management Contract 3.1.1.14; 4.1.2.84.1.2.9
management contracting 3.1.2.5; 3.1.2.11(c); Part 3
Section 1: Appendix A4; 3.2.3.3(c)
management systems 5.6(Intro)
audits of systems 5.6.6
see also Code of Practice (DISC PD 0008)
managing risk 3.1.2.9; 3.1.2.12
manuals Part 4 Section 1: Appendix A10
market conditions 3.1.4.13(l)
markets and marketing 5.3.1
materials 2.2.1.4; 2.2.2.4; 4.2.5.6; Part 4 Section 2:
Appendix A4, B1.3
off site 4.4.7.6; 4.4.7.10(a); Part 4 Section 4: Appendix B
on site 4.4.7.5
ownership of 4.4.7.6; Part 4 Section 4: Appendix B
matter 4.2.1.15
measurement see quantities
measurement contracts Part 3 Section 1: Appendix A2
mechanical and electrical (M & E) services 2.2.1.7;
3.2.3.3(a); Part 4 Section 1: Appendix A9
schedule of Rates Part 3 Section 2: Appendix A
minor works 4.1.2.6; 4.1.2.14
mitigation 4.2.3.1(e)
N
Named Sub-contract NAM/SC 4.1.2.3(e)
National Insurance 5.4.7
negligence 2.4.3.1; 2.4.3.7; 3.2.2.7(d)
new building 3.1.2.1
New Engineering Contract (NEC) 4.1.2.16; 4.1.6.4(d)
new-build 2.1
NJCC 2.4.4.9; Part 2 Section 4: Appendix A(Intro); Part 3
Section 1: Appendix A
no risk return discount rate 2.2.2.3(b)(d)
Nominated Sub-contract NSC/C 4.1.2.2; 4.4.3
nomination 3.2.3.3(a)
novation 2.4.6; Part 3 Section 1: Appendix A6(b)
O
obsolescence 2.2.2.1; Part 2 Section 2: Appendix B
obsolescent properties 2.2.1.8
occupancy 1.2.13; 5.5.4; 5.5.5
occupancy costs 2.2.2.4(f); Part 2 Section 2: Appendix C5
occupation 3.1.1.18
beneficial 4.1.4.1; 4.1.4.3(c)
prior to completion 4.1.6.4
readiness for 4.1.4.1
offering up 4.1.1; 4.1.2.16(a)
offices, centralisation of 2.2.5.5

Page 8

operation of the building 3.1.1.18


operation costs 2.2.2.4(c); Part 2 Section 2: Appendix C3
operatives 5.4.3.6; 5.4.4.3
options
appraisal criteria 1.2.3.1(a); 2.2.1.2; 2.2.2
building 2.2.5.2; 2.2.5.6
choice of 3.1.2.13; 3.1.2.153.1.2.17; Part 3 Section 1:
Appendix A
design 2.2.5.1; 2.2.5.2
maintenance 2.2.5.3
organisational structure 3.1.4.6
organisations 5.2
outline proposals stage 2.1.4; 2.5.4.5
overheads 2.2.1.6; 4.2.5.8; Part 4 Section 2: Appendix C
overlap 3.1.2.8(b)
overrun 3.1.2.8(a); 3.1.2.9(c)
cost 3.1
time 3.1
over-specification 3.1.2.14(i)
overspending 3.1.4.13(j)(k)
overview see change control overview; cost control overview;
design overview; quality control overview; time control
overview
owner occupiers 1.1.1.31.1.1.4
ownership reasonable proof 4.4.7.6;
Part 4 Section 4: Appendix B
P
pace 3.1.4.11(e)
package deal 2.4.5.2
parameters, quantity and quality 2.1.3.5; 2.1.4.15;
2.1.5.12.1.5.3; 2.1.5.5; 2.1.6.3
Parrys Valuation and Investment Tables 2.2.5.7
partial possession 4.1.2.4(c); 4.1.2.17(a)(d); 4.1.6.4(j);
4.1.6.5(b)
partnering 3.1.1.15; 3.2.1.4; 3.2.3.3(d)
patent defects 4.1.5.1; 4.1.5.2
payments see advance payments; fees; interim payments;
life cycle cost payments; special payments
perfect completion 4.1.4.2; 4.1.4.3(e)
Europe 4.1.4.2(b)
France 4.1.4.2(b)
see also fault free works
perfection, impossibility of 4.1.5
performance 2.4.4.3; 2.4.4.4; 3.1.2.14(j)
performance bonds 4.1(Intro)
performance criterion 3.1.2.8(b)(c)
performance failure 3.1
performance requirements Part 2 Section 4: Appendix B2.4
performance risk 3.1.2.9
performance specified work 4.4.10.3
performance tests 4.1.2.18(c)
periodic payments 2.3.3.1(e)
PFI see Private Finance Initiative (PFI)
physical resources 3.1.4.5
pipework 2.1.5.4(b)
planned maintenance, costed 2.2.5.4
planned maintenance programme 2.2.5.4
Planning Supervisors 5.2.1

Index (12/03)

The Surveyors Construction Handbook

plant and machinery 2.2.3.7; Part 4 Section 2: Appendix A3,


A4, A6, B1.2, D5
plant charges 5.4.4.4
plant projects 4.1.2.18(b)
planting Part 4 Section 1: Appendix A8
possession 4.1.2.16(c); 4.1.3.1(b); Part 4 Section 1:
Appendix A3
fitness for 4.1.5
see also early possession; partial possession
post-contract
role of employers agent Part 2 Section 4: Appendix A4
practical completion
case decisions Part 4 Section 1: Appendix B
definitions of 4.1.4.1(a); 4.1.5
effects of 4.1.3
methods 4.1.4
objectives Part 4 Section 1: Appendix A
problems of 4.1
standard forms and certification 4.1.2
subsidiary issues, determination of 4.1.6
see also early completion; substantial completion
Practice notes 2.3.3.1; Part 3 Section 1: Appendix A
Practice Statements 5.3.1
pre-contract
role of employers agent Part 2 Section 4: Appendix A2
preliminaries Part 2 Section 3: Appendix A7; Part 3 Section 2:
Appendix A; 4.2.5.2; 4.2.5.3; Part 4 Section 2:
Appendix A; 4.4.4.3; 4.4.5.1(iii); 4.4.7.2(c); 5.4.5
prescriptive requirements 2.4.4.3; Part 2 Section 4:
Appendix B2.5
price premiums 3.1.2.9(c)
prices 4.2.4.8; 5.4.11; 5.5.3
average 5.4.3.3
construction 3.1.4.13(l)
tender 3.1.4.13(l)
pricing 1.2.8; 2.1.5.4(a); 3.2.4.2; 3.2.4.4; 3.2.4.5
pricing and risk 3.1.2.10(d)
pricing options 3.2.4.5
pricing schedules 3.2.4.4(a)
Prime Cost Contract 4.1.2.7
prime cost sums 4.4.10.1
principal adviser 3.1.2.10(b)
role of 1.1.4.5; 1.1.7; 3.1.1.16
Principals of Good Practice for Information
Management 5.6.1
Private Finance Initiative (PFI) 2.2.1.5
probability/impact matrix 4.3.3.4(a)(i)
proceedings, right to bring 4.1.3
procurement
options 2.4(Intro); 3.1; 3.1.2.153.1.2.17; Part 3 Section 1:
Appendix A
primary activities 3.1.1.5
process 2.5.3.3
routes 2.1
strategy 1.1.7; 2.4(Intro); 3.1.1.14; 3.1.2; 3.1.2.9;
3.1.2.11; 3.1.2.13
development of 3.1; 3.1.1.13; 3.1.2
selection of 3.1.3
see also building services procurement
professional advice 3.1; 3.1.4.9(c)

The Surveyors Construction Handbook

professional adviser 3.1.4.16(c)


professional judgement 4.2.1.9; 4.2.4.5
professional liabilities 2.5(Intro)
professional services 5.3.1
profit, loss of 4.2.5.12; 4.2.5.13
profit margins 3.1.4.13(l)
profit target 4.2.3.1(f)
programme 3.1.4.14(a); 3.1.4.11(e); 3.2.2.4(g); 3.2.3.5(g);
3.2.4.3
progress see stages of a project; updating
project brief 1.1.3; 1.1.5.3(a); 3.1.4.16(c); 3.1.4.18(a)
project characteristics 3.1; 3.1.1.2; 3.1.1.3; 3.1.2.14(c)
project cycle 3.1.2.13; 4.3.3.2
project definition 3.1.1.103.1.1.11
project evaluation 1.2.13
project funder(s) 1.1.5.3(b)
project management 1.1.4.3; 1.1.5.2; 1.1.5.3(g); 2.5.4.3(c);
4.3.3.2; 4.3.3.5
see also building services procurement
Project Manager 1.1.4.2; 1.1.4.5; 1.1.6; 2.4(Intro); 2.5.1.1;
2.5.1.2; 3.1.1.1; 3.1.2.8; 3.1.2.10(b); 3.1.4.7;
4.1.2.16(c); 4.1.2.17
project monitoring 2.4.3.3
project objectives 1.1.5.1(a); 3.1.2.8; 3.1.2.14; 3.1.4.16
project planning 2.5.4.11
project stages 2.5.4.42.5.4.13
project structure 2.5.1.1; 2.5.1.2
project testing 3.1.1.3
project type 1.1.2.2
project uniqueness 3.1.1.2; 3.1.1.3
protection and safe practice 5.1
provisional certificate 4.1.4.3(c)
provisional sums 4.4.10.2
public health installation Part 3 Section 2: Appendix A
public sector see procurement, public sector
publications Part 2 Section 1: Appendix D; Part 4 Section 1:
Appendix C; 5.1
Q
quality see parameters, quantity and quality
quality assurance 3.1.4.18(c); 4.4.2
quality control 2.4.3.4; 3.1.4.11(f); 5.6.7.4
quality control overview 3.1.4.18
quality/price mechanism 1.1.7.4
quantities 2.1.4.4; 2.5.4.9; 3.2.4.4(b); 3.2.4.5
approximate 2.1.5.4(a); 2.1.6.3
see also element unit quantities; work executed
quantity see parameters, quantity and quality
quantity surveyor 2.1.4.6; 2.1.6.4
ascertainment by 4.2.4.2; 4.2.4.3; 4.2.4.4
role of 2.1; 2.1.1.3; 2.1.1.4; 3.2(Intro); 3.2.4.2; 3.2.4.5;
4.2(Intro)
see also valuations for interim certificates
quantity surveyors considerations Part 4 Section 2:
Appendix B3, C3.2, C4
quantity surveyors information 2.1.3.3; 2.1.4.3; 2.1.5.3;
2.1.7.3; 4.2.6.5; Part 4 Section 2: Appendix B2
R
raw materials 2.6 (Intro); 2.6.1; 2.6.2; 2.6.3.3; 2.6.5; 2.6.7;

Index (12/03)

Page 9

Part 2 Section 6 Appendix A


fossil fuels 2.6.1
mahogany 2.6.3
masonary 2.6.3; 2.6.4; 2.6.4.2
timber 2.6 (Intro); 2.6.3; 2.6.4; 2.6.4.1
rebuild, costing 2.2.5.6; 5.4.4.5
records of costs 4.2.1.9; 4.2.1.11; 4.2.5.4(b); Part 4
Section 2: Appendix C2
rectification of works 4.1.3
recycling 2.6.4; 2.6.5; 2.6.6
Red Book 4.1.2.18(a)(c)
redevelopment 2.2.5.6(g)
refurbishment 2.1; 2.2.1.6; 2.2.3; 2.2.5.5; 2.2.5.6; Part 2
Section 2: Appendix B5; 3.1.2.8(a)
regional development grants 2.2.3.2
regulations 2.6.3.4; 5.2.1
rehabilitation 5.5.4
reimbursable contracts 4.1.2.18(a)
reimbursement 4.2(Intro); 4.2.15; 4.2.4.5; 4.2.6.1
contractural entitlement 4.2.1.2; 4.2.1.5; 4.2.3.1
documents 4.2.3.4
entitlement to 4.2.3
extensions of time 4.2.3.2
of subcontractors 4.2.3.6
submission cost 4.2.6.1(b); 4.2.6.4; 4.2.6.5
written application 4.2.3.3
relationships (time, quality, cost) 3.1.4.14(h)
removal costs 4.2.5.3(b)
renewal costs 2.2.5.5(g)
replacement costs 2.2.1.7; 2.2.2.4; 2.2.3.4; 2.2.5.1(d); Part 2
Section 2: Appendix C4
research 4.3.3.3(b)(i)(ii)
resequencing 3.1.4.14(h)
residual values 2.2.2.1; 2.2.2.4(g); Part 2 Section 2:
Appendix A, C6
resources 3.1.4.33.1.4.5
responsibility
additional Part 2 Section 4: Appendix B2.6
allocation of 3.1.2.5; 3.1.2.9; 3.1.2.10
delegated 3.1.4.7
see also consultant; contractor; employers
responsibilities
retail buildings Part 2 Section 2: Appendix B5
retention 4.1.3; 4.1.4.3(e); 4.1.6.5(b); 4.4.7.10
Rethinking Construction 1.2(Intro); 1.2.2.2; 3.2(Intro)
re-usable materials Part 2 Section 2: Appendix A4
revenue allowances 2.2.3.4; 2.2.3.7
revenue costs 2.2.5.5(c)
revenue expenditure Part 2 Section 2: Appendix D2
RIBA Notification of Extension of Time form 4.5.10
RIBA Plan of Work 2.1.1.4
RICS Building Cost Information Service (BCIS) 2.1.3.4(b)
RICS Notification of Extension of Time form 4.5.10
RICS publications 2.5.4.1
RICS standard forms for interim valuations 4.4.8.1
risk 2.4.3.7; 3.1.4.13(m); 3.1.2.93.1.2.11; 4.3.1.1; 4.3.2.9
residual 3.1.2.11(c)
secondary 4.3.3.5(a)(i)
risk allocation 2.4.3.8; 3.1.2.5; 3.1.2.9; 3.1.2.10

Page 10

risk analysis 3.1.4.13(c); 4.3(Intro); 4.3.1.4; 4.3.3.1;


4.3.3.3(a)(ii); 4.3.3.4
risk and extension of time 4.5.7
risk assessment 5.2.1
risk averse 3.1.2.11(a)
risk distribution 3.1; 3.1.2.12
risk identification 4.3(Intro); 4.3.1.3; 4.3.3.1; 4.3.3.3
risk management 3.1.2.93.1.2.12; 4.3(Intro); 4.3.1.2; 4.3.4
assessment 4.3.2.25
benefits 4.3.2.1; 4.3.2.5
in construction process 4.3.2
definitions 4.3.1
key components 4.3.4
plan 4.3.1.6; 4.3.3.2
probability/impact matrix 4.3.3.4
workshops 4.3.2.5; 4.3.3.3(a)(i) and (b)(iv); 4.3.3.4(b)
principles 4.3.2.9
process 4.3.3
see also uncertainty
risk profile 4.3.3.4
risk register 4.3.1.7; 4.3.3.3(b)(v) and (vi)
risk response 4.3(Intro); 4.3.1.5; 4.3.3.1; 4.3.3.5
risk taker 3.1.2.11(a)
risk transfer 3.1.2.10
roles
built environment groups 5.3
royalties 4.4.7.9
running charges 4.2.5.3(d)
running costs 2.2.5.1(b)
S
Safety File Part 4 Section 1: Appendix A10
saving 2.1.6.4; 3.1.1.8(j); 3.1.4.19(g)
scaffolding Part 4 Section 2: Appendix A7
scanning of documents 5.6.3(3); 5.6.7.4; Part 5 Section 6:
Appendix A
schedule of defects 4.1.2.6(d)
Schedule of Rates Part 3 Section 2: Appendix A; 5.5.3
scheme design stage 1.2.3; 2.5.4.6
security Part 4 Section 2: Appendix A5
security
see also information security
selection process 3.1.1.13; 3.1.2; 3.2.3.4
sensitivity analysis 1.1.5.3(f); 2.2.5.5(i); 3.1.4.13(c)
sequential see traditional strategy
service engineers information 2.1.3.3(e); 2.1.4.3(d);
2.1.5.3(d)
services
mechanical and electrical (M & E) 2.2.1.7; 3.2.3.3(a);
Part 3 Section 2: Appendix A; Part 4 Section 1:
Appendix A9
provision costs Part 4 Section 2: Appendix A8, A9
standard elements Part 2 Section 3: Appendix A5; Part 2
Section 4: Appendix B2.5.5
see also building services procurement
setting-up costs 4.2.5.3(a)
setting out, errors in 4.4.7.10(f)
shell and core contract 3.1.2.6
sinking fund 2.2.2(Intro) 2.2.5.4
valuation and investment table 2.2.5.7

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site cost Part 4 Section 2: Appendix A


site meetings 4.2.3.3(c)
site operations 2.5.4.12
site visits 4.4.6.3; 5.1
snagging 4.1.1
snagging list 4.1.1; 4.1.5.3
special payments 4.4.7.9; 4.4.7.10(a)
specialised activity 2.5.2.4
specialist installers 3.2.2.6(b)
specialist services 2.1.5.4(b); 3.2(Intro); 4.4.5.3
specification 2.3.3.1(b); 2.4.4.4; Part 2 Section 4: Appendix
B2.3, B2.5; 2.5.4.3(d); 3.1.4.18; Part 3 Section 1:
Appendix A6
square index Part 2 Section 1: Appendix C
staff cost Part 4 Section 2: Appendix A1, A11, C3
stage payments 2.3.3.1(e); 4.4.10.4
standard contracts see contracts
standard elements see BCIS standard elements
standard rules and practices 3.1.1.3
standards and requirements 2.4.4.4
standards and tests 4.1.4
statutory controls 3.1.2.9(c)
statutory duty 3.2.2.7(d)
statutory fees and charges 4.4.7.9
statutory requirements Part 4 Section 1: Appendix A2
step-down provisions 4.4.3
storage 4.1.6.5(a); 4.4.7.6
storage
see also document storage
straight line allowances 2.2.3.2
Structural Engineers information 2.1.3.3.(e); 2.1.4.3(d);
2.1.5.3(d)
structure Part 4 Section 1: Appendix A5
subcontract completion 4.1.2.15
Subcontract DOM/2 4.1.2.3(e)
subcontract work 4.1.2.24.1.2.3; 5.4.5
subcontractors 3.1.2.10(c); 4.1.3
building services 3.2.3.3(a)
domestic 4.1.2.3; 4.4.7.2(e)
named 4.1.2.3(e)
nominated 4.1.2.2; 4.2.3.6; Part 4 Section 2:
Appendix B3.1; 4.4.3; 4.4.5.3; 4.4.7.2(d);
4.4.7.10(g); 4.4.9.1; 4.5.7.1; 4.5.7.2
submission cost 4.2.6.1(b); 4.2.6.4; 4.2.6.5
submissions 4.2(Intro); 4.2.4.3; 4.2.6.1; 4.2.6.4; Part 4
Section 2: Appendix D
checklist Part 4 Section 2: Appendix E
substantial completion 4.1(Intro); 4.1.1; 4.1.2.11; 4.1.2.12;
4.1.2.15; 4.1.5
substantial performance 4.1.5; 4.1.6.4(g)
substructure Part 2 Section 3: Appendix A1; Part 2 Section 4:
Appendix B2.5.1
superstructure Part 2 Section 3: Appendix A2; Part 2
Section 4: Appendix B2.5.2
suppliers 4.4.7.2(f)
supply-chain management 3.2.3.3(d)
Surveying Safely 5.1
Surveyor 1.1.1.1
advisory role 2.5.2.3

The Surveyors Construction Handbook

professional judgement 4.2.1.9; 4.2.4.5


see also lead consultant
sustainability 2.6 (Intro); 2.6.1; 2.6.2; 2.6.6; 2.6.7
see also building sustainability
systems and controls 3.1.4.11
T
take-over 3.1.1.18
taking over 4.1(Intro); 4.1.2.10; 4.1.2.16(b); 4.1.2.18(b)
taking over certificate 4.1.2.18(c)
tax allowances 2.2.3
applications 2.2.3.6
categories defined Part 2 Section 2: Appendix D3
expenditure, examples of Part 2 Section 2: Appendix E
glossary of terms Part 2 Section 2: Appendix D
types 2.2.3.2
variables 2.2.3.5
worked examples 2.2.3.7; 2.2.5.5(f); 2.2.5.6(h)
tax relief see tax allowances
taxation
glossary of terms Part 2 Section 2: Appendix D
issues and adjustments Part 2 Section 2: Appendix A5,
A6, A7
see also Corporation Tax; VAT (Value Added Tax)
team 3.1.1.3
team development 4.3.2.8
technology 2.6.1; 2.6.2; 2.6.5
alternative 2.6.1
temporary accommodation Part 4 Section 2: Appendix A2
temporary disconformity 4.1(Intro)
temporary services Part 4 Section 2: Appendix A8, A9
temporary works/access Part 4 Section 2: Appendix A4
tender
acceptance of 2.1
action 2.5.4.10
building services 3.2.3.4
cost 2.3.2.2
design and build 2.4.4.9
evaluation 3.2.4.9
time of 3.1.4.13(l)
two-stage 2.4.5.4; 3.2.3.3(a)
tender documents 3.1.4.9(c); 3.2.3.5(b); 3.2.4
addendums 3.2.4.6
changes from initial 2.1.7.1
clarification 3.2.4.7
sub-contract Part 3 Section 2: Appendix A
tender price index 5.4.3.2; 5.4.4.2
tender proposals, evaluation of 2.3.3.1(d)
tender stage 2.1.7
tenderers, information from 3.2.4.8
termination 4.1.2.16(b)
test discount rate 2.2.2.3(a)
tests 4.4.7.9
at completion 4.1.4
of plant 4.1.4
see also standards and tests
third party insurance 4.3.3.5(b)
timber see raw materials
Timber Trade Federation 2.6.4.1

Index (12/03)

Page 11

time
at large 4.1.6.2(b)
budget 3.1.4.14(d)
checking 3.1.4.14(d)
checklist 3.1.3.14
constraints 3.1.4.14(g)
contingency 3.1.4.14(g)
control overview 3.1.4.14
criterion 3.1.2.8(b)
extension of see extension of time
framework 3.1.4.14(a)
plan 3.1.4.11(e); 3.1.4.14(d)
risk 3.1.2.9; 3.1.2.10
timescale 3.1.2.2
timing 3.1.2.14(f)
tort 3.2.2.7(c)
traditional strategy 3.1.1.14; 3.1.2.5; 3.1.2.11; Part 3
Section 1: Appendix A1
transfer of building 4.1.1
Treasury Bonds 2.2.2.3(b)(c)(d)
turnkey 2.4.5.2
two-stage completion 4.1.4
two-stage tender 2.4.5.4

value categories Part 2 Section 2: Appendix C


value engineering 1.2(Intro); 2.1.1.5; 2.2.1.2; 3.1.4.17
applicability 1.2.2
implementation of the exercise 1.2.4; 1.2.5; 1.2.12
process Part 1 Section 2: Appendix B
timing 1.2.3
use and function 1.2.1
workshop 1.2(Intro); 1.2.3.1; 1.2.4.4; 1.2.5; 1.2.6;
1.2.911
value engineering panel 1.2.4; 1.2.11.3; 1.2.12.1
value engineering participants 1.2.4; 1.2.6.2
value management 1.2(Intro); 1.2.1.2; 1.2.3.1; 3.1.4.16
value management facilitator 1.2(Intro); 1.2.4.1; 1.2.4.3;
1.2.4.4; 1.2.6.2; 1.2.10.1(b)(c)(d)
value for money 1.2(Intro); 1.2.1.3; 3.1.4.8(d); 3.1.4.9(e);
3.1.4.19(g)
values, monetary see discount rate; discounting
Value Tree 1.2.7.6; 1.2.7.7
variation works 4.1.3.1(f); 4.2.4.10(c); 4.2.5.4(e)
interim valuation 4.4.7.3
VAT (Value Added Tax) 1.2.8.2; 2.1.3.2(a); 2.2.3.3;
2.2.5.5(f); 2.4.6.1
vesting 4.1.2.17(d)

U
ultimate cost 3.1.2.2
uncertainty 4.3.2.6
see also risk
underpricing 4.2.3.1(a)
uniqueness 3.1; 3.1.1.2; 3.1.1.3
unit quantities see element unit quantities
unit rates Part 2 Section 1: Appendix A2.1; A2.2
updating 3.1.4.12(e)
user functions 1.2.7.5; 1.2.7.6; Part 1 Section 2: Appendix A
user requirements 3.1.4.13

W
wage rates 5.4.4.2
wall to floor ratio Part 2 Section 1: Appendix C
warranty 3.1.2.10(c); 3.2.4.3
warranty contracts 3.1.1.16(b)
waste 4.2.5.6
water testing Part 4 Section 1: Appendix A6
whole-life costs 3.1.4.15
With Contractors Design Form 4.1.2.3(e); 4.1.2.5
work executed 4.4.7.1; 4.4.7.2
work not properly executed 4.4.7.10(b); 4.4.7.10(g)
worked examples
life cycle costing 2.2.5
tax allowances 2.2.3.7
works
outstanding 4.1.1; 4.1.2.10(b); 4.1.2.11(c); 4.1.2.13;
4.1.2.14(c); 4.1.4.1(c); 4.1.4.2(a); 4.1.5
packages 2.4.5.2; 3.1.2.5
workshops
risk management 4.3.2.8; 4.3.3.3(a)(i)(b)(iv); 4.3.3.4(b)
value engineering 1.2(Intro); 1.2.3.1; 1.2.4.4; 1.2.5; 1.2.6;
1.2.911
World Commission on the Environment and Development
2.6 (Intro)
writing down allowance Part 2 Section 2: Appendix D7
written application for reimbursement 4.2.3.3; 4.2.6.1;
4.2.6.4
written down value Part 2 Section 2: Appendix A6

V
valuation and investment tables (Parrys) 2.2.5.7
valuations for interim certificates
administration 4.4.8
checklist 4.4.2.14.4.2.4
communications 4.4.5
content 4.4.7
covering letter 4.4.8.2
further reading Part 4 Section 4: Appendix A
other Forms of Contract 4.4.11
other relevant Contract Terms 4.4.10
preparation method 4.4.6
purpose of 4.4(Intro); 4.4.1
special situations 4.4.9
start of contract 4.4.4
under JCT Contract 4.4.3
value added tax see VAT (Value Added Tax)

Page 12

Index (12/03)

The Surveyors Construction Handbook