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Learning hours: 60

NQF level 4: BTEC Higher National – H1

Description of unit

This unit provides an introduction to the preparation and application of contract documents within the construction industry.

The unit has been designed to enable learners studying construction programmes to

demonstrate a skills, knowledge and understanding of the production of contract documents, and to be able to apply, analyse and evaluate their effects and outcomes on the successful awarding and completion of construction projects.

Summary of learning outcomes

To achieve this unit a learner must:

1 Describe the various types of contract documents that are required on a construction project

2 Demonstrate an understanding and application of how construction works are specified in respect of standards and quality

3 Analyse the contractual provisions of the various contract documents and their relationship to each other

4 Evaluate and apply the contract documents to all stages of a construction project.

Content

1 Types of contract documents

Drawings: layout, content, evolution through the design process, priority of drawings, ownership, return of drawings

Forms of contract: types, articles of agreement, conditions of contract, appendices, priority of information

Bills of quantities: purpose, preparation, uses, contents, types, bills of approximate quantities

Specification: project specification, performance specification, schedules of rates, National Building Specification

Schedules: for internal finishings, doors and widows, inspection chambers, drainage, etc Master programme: its preparation by the contractor, information requirements

Co-ordinated Project Information (CPI): common arrangements for production information

2 Standards and quality

Specification: purpose and use, as a basis for tendering, in ordering materials, goods and components, on-site by the contractor, clerk of works and others

Contents: quality of materials, standards of work, samples of materials and workmanship, testing of materials and work, description of the work to be executed, pricing by the contractor, materials quality: use of British Standards, workmanship standards: use of Codes of Practice, National Building Specification. Eurocodes and other international comparisons

3 Contractual provisions

Issues relating to contract documents: different forms of contract relevant to the

programme, issues relating to contract documents within the different forms of sub-contract Contractual requirements: copies of contract documents, availability of documents on site, discrepancies between documents, ownership of design, other information, priority

information. Disputes and how they may arise, use of contract documents and the methods used for resolving them

Outcomes and assessment criteria

Outcomes Assessment criteria for pass

To achieve each outcome a learner must demonstrate the ability to:

1 Describe the various types of contract documents that are required on a construction project

· explain the various contract documents required in the different forms of contract procurement arrangements

· describe the relationship between the various contract documents making use of the principles outlined in Co-ordinated Project Information (CPI) 2 Demonstrate an

understanding and application of how construction works are specified in respect of standards and quality

· review the purpose of specification writing and its use and relevance within the construction industry by the different parties involved

· write for major work sections, typical and appropriate clause contents of a specification

· incorporate within these work sections, reference to national and international quality and standards 3 Analyse the contractual

provisions of the various contract documents and their relationship to each other

· determine the occurrence of contract documents within the forms of contract

· analyse the inter-relationship of the different documents within the forms of contract

· describe how disputes arising from poorly prepared and deficient contract documents are able to be resolved

4 Evaluate and apply the contract documents to all stages of a construction project

· prepare a complete specification from drawings for a domestic building, simple industrial or commercial building or a small engineering project

· apply valid specification clauses to communicate design information to clients and other members of the design and construction team, including the use of sketches, schedules and drawn information

Guidance

Delivery

Learners will require a good understanding of the principles of construction including the properties of materials and an understanding of the contractual implications of construction projects. It is important that learners have access to the main forms of building contract and the associated contract documents, such as architectural drawings and specifications that might be used. Case studies should be used extensively together with a current working knowledge of the construction industry. The unit might usefully involve practitioners, such as architects or surveyors, to deal with certain aspects of the curriculum.

A large proportion of the unit will involve learners in analysing and preparing materials and workmanship specification clauses appropriate to specific projects depicted in working

drawings. Learners will normally work individually and it may be desirable to provide learners with individual projects to reduce the amount of collusion. Wherever possible learners should be encouraged to explore their own work situations as a further source of information.

Assessment

It is recommended that evidence for learning outcomes is achieved through well-planned course work, assignments and projects. Assessment may be formative and summative and both may feature as part of the process. Although assessments must be focused on the individual achievement of each learner, some group work and role-play activities may contribute to the assessment. Integrative assignments and project work will help to link this unit with other related units.

Where available, evidence from the workplace can also be incorporated to enhance the learning outcomes, provided that this evidence is appropriate and authenticated as the learner’s own work. The volume of evidence required for each assessment should take into account the overall number of assessments being contemplated within this unit and the design of the overall teaching programme.

Appropriate attention must be given to health, safety and welfare arrangements and CDM Regulations throughout the delivery of this unit.

In designing the assessment instruments, opportunities may also be included to generate evidence to meet the CIC Common Learning Outcomes and higher level skills appropriate to the outcomes of this unit, see Annex D and Annex F.

Links

The content of this unit has been designed and mapped against the 1998 CISC Occupational Standards and current NVQs at level 4. The mapping links indicate that the achievement of the learning outcomes of this unit will contribute skills, knowledge and understanding towards the evidence requirements of the following NVQs:

· Architectural Technology

· Building Maintenance and Estates Service

· Construction Site Management

· Conservation Control

· Construction Contracting

· Construction Plant and Equipment Management

· Property Management

· Quantity Surveying

· Town Planning.

See Annex D for summary of mapping information.

Resources

Learners should have access to a wide range of ICT and library resources, including textbooks and journals, government and industry wide publications including forms and conditions of construction contracts and previously prepared drawings and specifications that have been used in practice.

Support materials Textbooks

· Ashworth, A — Contractual Procedures in the Construction Industry 4th Edition — (Longman, 2001)

· Wills, C J and Willis, J — A Specification Writing for Architects and Surveyors 11th Edition — (Blackwell Science, 1997)

Other publications

· BSI — British Standards Codes of Practice Latest Editions

· BSI — National Building Agency Specification Latest Editions

· Building Project Information Committee — Common Arrangement of Work Sections for Building Work — (Building Project Information Committee, 1987)

· Co-ordinating Committee for Project Information — A Guide with Examples