Scope of services - Revision history

Designing Buildings at 08:07, 9 September 2020

2020-09-09T08:07:29Z

← Older revision		Revision as of 08:07, 9 September 2020
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	* Structural engineer fees.		* Structural engineer fees.

−	[[Category:Appointments]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Appointments]]

Designing Buildings at 14:33, 9 December 2019

2019-12-09T14:33:34Z

← Older revision		Revision as of 14:33, 9 December 2019
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	Once the scope of services has been agreed by the parties, and either included in, or appended to the appointment agreement, or referred to in it, then any subsequent changes will need the consent of both parties.		Once the scope of services has been agreed by the parties, and either included in, or appended to the appointment agreement, or referred to in it, then any subsequent changes will need the consent of both parties.
		+
		+	NB The RIBA Plan of Work 2013 defines a schedule of services as: 'A list of specific services and tasks to be undertaken by a party involved in the project which is incorporated into their professional services contract.'

	= Related articles on Designing Buildings Wiki =		= Related articles on Designing Buildings Wiki =

Designing Buildings at 10:07, 13 September 2019

2019-09-13T10:07:46Z

← Older revision		Revision as of 10:07, 13 September 2019
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	Once the scope of services has been agreed by the parties, and either included in, or appended to the appointment agreement, or referred to in it, then any subsequent changes will need the consent of both parties.		Once the scope of services has been agreed by the parties, and either included in, or appended to the appointment agreement, or referred to in it, then any subsequent changes will need the consent of both parties.

−	= ~~Find out more =~~	+	= Related articles on Designing Buildings Wiki =
−		+
−	Related articles on Designing Buildings Wiki	+

	* Appointing consultants.		* Appointing consultants.
−	* Architect (for additional guidance on appointing an architect).
	* Architects fees.		* Architects fees.
	* Collaborative practices.		* Collaborative practices.
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	* Scope creep.		* Scope creep.
	* Scope of work.		* Scope of work.
		+	* Structural engineer fees.

	[[Category:Appointments]]		[[Category:Appointments]]

2.27.95.224 at 08:16, 22 September 2018

2018-09-22T08:16:23Z

← Older revision		Revision as of 08:16, 22 September 2018
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	* Indicate the basis on which the services will be charged, for example, ‘T’ indicating time-based, or ‘LS’ indicating a lump sum fee.		* Indicate the basis on which the services will be charged, for example, ‘T’ indicating time-based, or ‘LS’ indicating a lump sum fee.

−	If a design responsibility matrix is being prepared, then this should be aligned with the ~~sccope~~ of services for the consultants involved in the project. There are a number of software systems available that can automate this process.	+	If a design responsibility matrix is being prepared, then this should be aligned with the scope of services for the consultants involved in the project. There are a number of software systems available that can automate this process.

	Areas where it is particularly important to be certain who is providing services include:		Areas where it is particularly important to be certain who is providing services include:

Designing Buildings: Reverted edits by 77.102.162.203 (talk) to last revision by Designing Buildings

2017-12-04T11:00:36Z

Reverted edits by 77.102.162.203 (talk) to last revision by Designing Buildings

← Older revision		Revision as of 11:00, 4 December 2017
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	* Site selection.		* Site selection.
	* Provision of site inspectors.		* Provision of site inspectors.
−	* Assessment of alternative designs submitted by others (for example during the tender process for the main ~~contracto~~	+	* Assessment of alternative designs submitted by others (for example during the tender process for the main contractor).
		+	* Dealing with claims and disputes.
	* Services in relation to legal agreements.		* Services in relation to legal agreements.
	* As-built drawings (many key systems will be shown 'as manufactured and installed' on specialist drawings and so general arrangement drawings may only be relevant as location drawings or for indicating zoning issues such as compartmentation).		* As-built drawings (many key systems will be shown 'as manufactured and installed' on specialist drawings and so general arrangement drawings may only be relevant as location drawings or for indicating zoning issues such as compartmentation).

77.102.162.203 at 10:18, 4 December 2017

2017-12-04T10:18:57Z

← Older revision		Revision as of 10:18, 4 December 2017
Line 73:		Line 73:
	* Site selection.		* Site selection.
	* Provision of site inspectors.		* Provision of site inspectors.
−	* Assessment of alternative designs submitted by others (for example during the tender process for the main ~~contractor).~~	+	* Assessment of alternative designs submitted by others (for example during the tender process for the main contracto
−	* Dealing with claims and disputes.	+
	* Services in relation to legal agreements.		* Services in relation to legal agreements.
	* As-built drawings (many key systems will be shown 'as manufactured and installed' on specialist drawings and so general arrangement drawings may only be relevant as location drawings or for indicating zoning issues such as compartmentation).		* As-built drawings (many key systems will be shown 'as manufactured and installed' on specialist drawings and so general arrangement drawings may only be relevant as location drawings or for indicating zoning issues such as compartmentation).

Designing Buildings at 11:26, 2 October 2017

2017-10-02T11:26:12Z

← Older revision		Revision as of 11:26, 2 October 2017
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−		+	The term ‘appointment’ generally describes the process in which the client contracts designers or other consultants to perform expert tasks on a project. With all forms of appointment it is important that there is clarity about the scope of services being provided, particularly where a range of consultants is being appointed. There might otherwise be uncertainty about which consultant is responsible for which aspects of the project, what fee is chargeable, what services are within the agreed fee and what services might be considered ‘extras’.
−	The term ‘appointment’ generally describes the process in which the client contracts designers or other consultants to perform expert tasks on a project. With all forms of appointment it is important that there is clarity about the scope of services being provided, particularly where a range of consultants is being appointed. There might otherwise be uncertainty about which consultant is responsible for which aspects of the project, what fee is chargeable, what services are within the agreed fee and what services might be considered ‘extras’.~~<br/>~~	+

	For this reason, appointment agreements often include, or refer to a ‘scope of services’ or ‘schedule of services’. A scope of services sets out precisely what services a consultant will be performing on a project. Scopes of services may also be prepared for contractors where they are carrying out design work, or for consultants appointed by contractors on design and build projects.		For this reason, appointment agreements often include, or refer to a ‘scope of services’ or ‘schedule of services’. A scope of services sets out precisely what services a consultant will be performing on a project. Scopes of services may also be prepared for contractors where they are carrying out design work, or for consultants appointed by contractors on design and build projects.
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	A scope of services may:		A scope of services may:
−	*List the fullest range of services that may be provided, and then items are struck through if they are not being provided within the fee.	+
−	*Offer a tick box system to indicate whether services are being provided or not.	+	* List the fullest range of services that may be provided, and then items are struck through if they are not being provided within the fee.
−	*Include a list specifically setting out services that will not be provided.	+	* Offer a tick box system to indicate whether services are being provided or not.
−	*Provide options, such as; to ‘carry out’ services or to ‘organise’ them; to provide cost consultancy services or not and so on.	+	* Include a list specifically setting out services that will not be provided.
−	*Indicate the basis on which the services will be charged, for example, ‘T’ indicating time-based, or ‘LS’ indicating a lump sum fee.	+	* Provide options, such as; to ‘carry out’ services or to ‘organise’ them; to provide cost consultancy services or not and so on.
		+	* Indicate the basis on which the services will be charged, for example, ‘T’ indicating time-based, or ‘LS’ indicating a lump sum fee.

	If a design responsibility matrix is being prepared, then this should be aligned with the sccope of services for the consultants involved in the project. There are a number of software systems available that can automate this process.		If a design responsibility matrix is being prepared, then this should be aligned with the sccope of services for the consultants involved in the project. There are a number of software systems available that can automate this process.

	Areas where it is particularly important to be certain who is providing services include:		Areas where it is particularly important to be certain who is providing services include:
−	*Interior design and artwork.	+
−	*Landscape design.	+	* Interior design and artwork.
−	*Highways, fencing and gates.	+	* Landscape design.
−	*Acoustics.	+	* Highways, fencing and gates.
−	*Vibration control.	+	* Acoustics.
−	*Below and above ground drainage.	+	* Vibration control.
−	*Fire protection and safety systems.	+	* Below and above ground drainage.
−	*Lightning protection.	+	* Fire protection and safety systems.
−	*Process engineering.	+	* Lightning protection.
−	*Chemical handling.	+	* Process engineering.
−	*Specialist design such as laboratories.	+	* Chemical handling.
−	*Security systems.	+	* Specialist design such as laboratories.
−	*Information and communications technology.	+	* Security systems.
−	*Connections to statutory utilities.	+	* Information and communications technology.
−	*Planning applications (in particular outline planning applications).	+	* Connections to statutory utilities.
−	*Furniture and equipment.	+	* Planning applications (in particular outline planning applications).
−	*Fixtures and fittings.	+	* Furniture and equipment.
−	*Geotechnical surveys.	+	* Fixtures and fittings.
−	*Topographical and setting-out surveys.	+	* Geotechnical surveys.
−	*Demolition.	+	* Topographical and setting-out surveys.
−	*Specification writing.	+	* Demolition.
−	*External lighting.	+	* Specification writing.
−	*Alterations to existing buildings.	+	* External lighting.
−	*Lifts and escalators.	+	* Alterations to existing buildings.
−	*Models and mock-ups.	+	* Lifts and escalators.
−	*BIM services.	+	* Models and mock-ups.
−	*Building control submissions.	+	* BIM services.
−	*Supervision and inspection during construction.	+	* Building control submissions.
−	*Record drawings.	+	* Supervision and inspection during construction.
−	*Provision of certificates.	+	* Record drawings.
−	*Insurance claims.	+	* Provision of certificates.
		+	* Insurance claims.

	Tasks that might be considered 'additional services' not covered by a consultant's standard fee unless specifically agreed might include:		Tasks that might be considered 'additional services' not covered by a consultant's standard fee unless specifically agreed might include:
−	*Acting as lead designer, contract administrator or lead consultant.	+
−	*Detailed thermal modelling.	+	* Acting as lead designer, contract administrator or lead consultant.
−	*Environmental assessments.	+	* Detailed thermal modelling.
−	*Options appraisal.	+	* Environmental assessments.
−	*Preparing or compiling the brief.	+	* Options appraisal.
−	*Post-occupancy evaluations.	+	* Preparing or compiling the brief.
−	*Outline planning applications.	+	* Post-occupancy evaluations.
−	*Planning appeals.	+	* Outline planning applications.
−	*Assistance applying for grants or other funding.	+	* Planning appeals.
−	*Post-occupancy advice on letting, rating, maintenance, energy consumption, insurance, tenant queries and facilities management.	+	* Assistance applying for grants or other funding.
−	*Assisting in the preparation of tender documents for maintenance and operation contracts.	+	* Post-occupancy advice on letting, rating, maintenance, energy consumption, insurance, tenant queries and facilities management.
−	*Preparing a building user's guide (a non-technical guide with information for users about environmental controls, access, security and safety systems etc).	+	* Assisting in the preparation of tender documents for maintenance and operation contracts.
−	*Provision of unusual visual representations or models.	+	* Preparing a building user's guide (a non-technical guide with information for users about environmental controls, access, security and safety systems etc).
−	*Building information modelling (BIM).	+	* Provision of unusual visual representations or models.
−	*Preparation of marketing materials.	+	* Building information modelling (BIM).
−	*Preparation of as-built information.	+	* Preparation of marketing materials.
−	*Party wall services.	+	* Preparation of as-built information.
−	*Site surveys.	+	* Party wall services.
−	*Whole-life costing studies.	+	* Site surveys.
−	*Environmental and ecological studies.	+	* Whole-life costing studies.
−	*Site selection.	+	* Environmental and ecological studies.
−	*Provision of site inspectors.	+	* Site selection.
−	*Assessment of alternative designs submitted by others (for example during the tender process for the main contractor).	+	* Provision of site inspectors.
−	*Dealing with claims and disputes.	+	* Assessment of alternative designs submitted by others (for example during the tender process for the main contractor).
−	*Services in relation to legal agreements.	+	* Dealing with claims and disputes.
−	*As-built drawings (many key systems will be shown 'as manufactured and installed' on specialist drawings and so general arrangement drawings may only be relevant as location drawings or for indicating zoning issues such as compartmentation).	+	* Services in relation to legal agreements.
		+	* As-built drawings (many key systems will be shown 'as manufactured and installed' on specialist drawings and so general arrangement drawings may only be relevant as location drawings or for indicating zoning issues such as compartmentation).

	Once the scope of services has been agreed by the parties, and either included in, or appended to the appointment agreement, or referred to in it, then any subsequent changes will need the consent of both parties.		Once the scope of services has been agreed by the parties, and either included in, or appended to the appointment agreement, or referred to in it, then any subsequent changes will need the consent of both parties.
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	Related articles on Designing Buildings Wiki		Related articles on Designing Buildings Wiki
−	*Appointing consultants.	+
−	*Architect (for additional guidance on appointing an architect).	+	* Appointing consultants.
−	*Architects fees.	+	* Architect (for additional guidance on appointing an architect).
−	*Collaborative practices.	+	* Architects fees.
−	*Consultant team.	+	* Collaborative practices.
−	*Consultant's proposals.	+	* Consultant team.
−	*Design liability.	+	* Consultant's proposals.
−	*Designers.	+	* Design liability.
−	*Employer's information requirements.	+	* Designers.
−	*Fees.	+	* Employer's information requirements.
−	*Fee proposals.	+	* Fees.
−	*Framework agreements.	+	* Fee proposals.
−	*Integrated Supply Team.	+	* Framework agreements.
−	*Letter of appointment.	+	* Integrated Supply Team.
−	*Pre-qualification questionnaire.	+	* Letter of appointment.
−	*Procurement route.	+	* Pre-qualification questionnaire.
−	*Professional Indemnity Insurance clause in conditions of engagement.	+	* Procurement route.
−	*Professional indemnity insurance.	+	* Professional Indemnity Insurance clause in conditions of engagement.
−	*Request for proposals.	+	* Professional indemnity insurance.
−	*Scope creep.	+	* Request for proposals.
−	*Scope of work.	+	* Schedule.
		+	* Scope creep.
		+	* Scope of work.

	[[Category:Appointments]]		[[Category:Appointments]]

Designing Buildings at 08:54, 15 April 2015

2015-04-15T08:54:50Z

← Older revision		Revision as of 08:54, 15 April 2015
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	For this reason, appointment agreements often include, or refer to a ‘scope of services’ or ‘schedule of services’. A scope of services sets out precisely what services a consultant will be performing on a project. Scopes of services may also be prepared for contractors where they are carrying out design work, or for consultants appointed by contractors on design and build projects.		For this reason, appointment agreements often include, or refer to a ‘scope of services’ or ‘schedule of services’. A scope of services sets out precisely what services a consultant will be performing on a project. Scopes of services may also be prepared for contractors where they are carrying out design work, or for consultants appointed by contractors on design and build projects.

−	A scope of services may be a bespoke document, drafted for a particular project, or may be prepared based on standard pro-forma documents available from organisations such as the Royal Institute of British Architects, the Royal Institute of Chartered Surveyors, the Construction Industry Council and the Association for Consultancy and Engineering.	+	A scope of services may be a bespoke document, drafted for a particular project, or may be prepared based on standard pro-forma documents available from organisations such as the Royal Institute of British Architects, the Royal Institute of Chartered Surveyors, the Construction Industry Council and the Association for Consultancy and Engineering.

	A scope of services may:		A scope of services may:
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	*Request for proposals.		*Request for proposals.
	*Scope creep.		*Scope creep.
		+	*Scope of work.

	[[Category:Appointments]]		[[Category:Appointments]]

Designing Buildings at 13:49, 3 February 2015

2015-02-03T13:49:54Z

← Older revision		Revision as of 13:49, 3 February 2015
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	For this reason, appointment agreements often include, or refer to a ‘scope of services’ or ‘schedule of services’. A scope of services sets out precisely what services a consultant will be performing on a project. Scopes of services may also be prepared for contractors where they are carrying out design work, or for consultants appointed by contractors on design and build projects.		For this reason, appointment agreements often include, or refer to a ‘scope of services’ or ‘schedule of services’. A scope of services sets out precisely what services a consultant will be performing on a project. Scopes of services may also be prepared for contractors where they are carrying out design work, or for consultants appointed by contractors on design and build projects.

−	A scope of services may be bespoke ~~documents~~, drafted for a particular project, or may be prepared based on standard pro-forma ~~schedules~~ available from organisations such as the Royal Institute of British Architects, the Royal Institute of Chartered Surveyors, the Construction Industry Council and the Association for Consultancy and Engineering~~. Standard schedules exist for different types of consultancy, different sizes and types of project, different levels of services and different procurement routes~~.	+	A scope of services may be a bespoke document, drafted for a particular project, or may be prepared based on standard pro-forma documents available from organisations such as the Royal Institute of British Architects, the Royal Institute of Chartered Surveyors, the Construction Industry Council and the Association for Consultancy and Engineering.

	A scope of services may:		A scope of services may:
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	*As-built drawings (many key systems will be shown 'as manufactured and installed' on specialist drawings and so general arrangement drawings may only be relevant as location drawings or for indicating zoning issues such as compartmentation).		*As-built drawings (many key systems will be shown 'as manufactured and installed' on specialist drawings and so general arrangement drawings may only be relevant as location drawings or for indicating zoning issues such as compartmentation).

−	Once the scope has been agreed by the parties, and either included in, or appended to the appointment agreement, or referred to in it, then any subsequent changes will need the consent of both parties.	+	Once the scope of services has been agreed by the parties, and either included in, or appended to the appointment agreement, or referred to in it, then any subsequent changes will need the consent of both parties.
−		+
−	~~It is important that the sccope is referenced in some way in the appointment agreement, or there may be the potential for dispute about its contractual significance~~.	+

	= Find out more =		= Find out more =

Designing Buildings at 13:47, 3 February 2015

2015-02-03T13:47:46Z

← Older revision		Revision as of 13:47, 3 February 2015
Line 2:		Line 2:
	The term ‘appointment’ generally describes the process in which the client contracts designers or other consultants to perform expert tasks on a project. With all forms of appointment it is important that there is clarity about the scope of services being provided, particularly where a range of consultants is being appointed. There might otherwise be uncertainty about which consultant is responsible for which aspects of the project, what fee is chargeable, what services are within the agreed fee and what services might be considered ‘extras’.<br/>		The term ‘appointment’ generally describes the process in which the client contracts designers or other consultants to perform expert tasks on a project. With all forms of appointment it is important that there is clarity about the scope of services being provided, particularly where a range of consultants is being appointed. There might otherwise be uncertainty about which consultant is responsible for which aspects of the project, what fee is chargeable, what services are within the agreed fee and what services might be considered ‘extras’.<br/>

−	For this reason, appointment agreements often include, or refer to, a ~~‘schedule of services’ (sometimes described as~~ ‘scope of services’ or ~~‘services schedule’ although this can be confused with a schedule~~ of ~~building services systems)~~. A ~~schedule~~ of services sets out precisely what services a consultant will be performing on a project. ~~Schedules~~ of services may also be prepared for contractors where they are carrying out design work, or for consultants appointed by contractors on design and build projects.	+	For this reason, appointment agreements often include, or refer to a ‘scope of services’ or ‘schedule of services’. A scope of services sets out precisely what services a consultant will be performing on a project. Scopes of services may also be prepared for contractors where they are carrying out design work, or for consultants appointed by contractors on design and build projects.

−	~~Schedules~~ of services may be bespoke documents, drafted for a particular project, or may be prepared based on standard pro-forma schedules available from organisations such as the Royal Institute of British Architects, the Royal Institute of Chartered Surveyors, the Construction Industry Council and the Association for Consultancy and Engineering. Standard schedules exist for different types of consultancy, different sizes and types of project, different levels of services and different procurement routes.	+	A scope of services may be bespoke documents, drafted for a particular project, or may be prepared based on standard pro-forma schedules available from organisations such as the Royal Institute of British Architects, the Royal Institute of Chartered Surveyors, the Construction Industry Council and the Association for Consultancy and Engineering. Standard schedules exist for different types of consultancy, different sizes and types of project, different levels of services and different procurement routes.

−	~~Schedules~~ of services may:	+	A scope of services may:
	*List the fullest range of services that may be provided, and then items are struck through if they are not being provided within the fee.		*List the fullest range of services that may be provided, and then items are struck through if they are not being provided within the fee.
	*Offer a tick box system to indicate whether services are being provided or not.		*Offer a tick box system to indicate whether services are being provided or not.
Line 13:		Line 13:
	*Indicate the basis on which the services will be charged, for example, ‘T’ indicating time-based, or ‘LS’ indicating a lump sum fee.		*Indicate the basis on which the services will be charged, for example, ‘T’ indicating time-based, or ‘LS’ indicating a lump sum fee.

−	If a design responsibility matrix is being prepared, then this should be aligned with the ~~schedule~~ of services for the consultants involved in the project. There are a number of software systems available that can automate this process.	+	If a design responsibility matrix is being prepared, then this should be aligned with the sccope of services for the consultants involved in the project. There are a number of software systems available that can automate this process.

	Areas where it is particularly important to be certain who is providing services include:		Areas where it is particularly important to be certain who is providing services include:
Line 76:		Line 76:
	*As-built drawings (many key systems will be shown 'as manufactured and installed' on specialist drawings and so general arrangement drawings may only be relevant as location drawings or for indicating zoning issues such as compartmentation).		*As-built drawings (many key systems will be shown 'as manufactured and installed' on specialist drawings and so general arrangement drawings may only be relevant as location drawings or for indicating zoning issues such as compartmentation).

−	Once the ~~schedule~~ has been agreed by the parties, and either included in, or appended to the appointment agreement, or referred to in it, then any subsequent changes will need the consent of both parties.	+	Once the scope has been agreed by the parties, and either included in, or appended to the appointment agreement, or referred to in it, then any subsequent changes will need the consent of both parties.

−	It is important that the ~~schedule~~ is referenced in some way in the appointment agreement, or there may be the potential for dispute about its contractual significance.	+	It is important that the sccope is referenced in some way in the appointment agreement, or there may be the potential for dispute about its contractual significance.

	= Find out more =		= Find out more =

	Related articles on Designing Buildings Wiki		Related articles on Designing Buildings Wiki
		+	*Appointing consultants.
	*Architect (for additional guidance on appointing an architect).		*Architect (for additional guidance on appointing an architect).
	*Architects fees.		*Architects fees.