Measure quantities and contribute to the preparation of draft bills

URN: INSSUR07
Business Sectors (Suites): Surveying, Property Maintenance
Developed by: Skills CFA
Approved on: 30 Mar 2019

Overview

This standard is about measuring quantities and contributing to the preparation of draft bills of quantities.  It is about working out quantities of materials and the equipment required for a project, preparing draft bills of preliminaries for approval by your line manager and obtaining the required checks and approvals.​


Performance criteria

You must be able to:

  1. assemble and collate information and identify which categories of work require measurement
  2. review information to decide how to measure quantities which comply with the relevant professional requirements
  3. identify information which does not meet the relevant professional requirements and obtain amendments
  4. recommend what action to take where measurement is not possible
  5. measure the quantities and prepare descriptions which meet the relevant professional requirements and present them in your organisation's agreed format
  6. check that information received and produced, complies with the relevant professional requirements
  7. confirm with your line manager, the type and format of bills of quantities for the procurement to be adopted
  8. collate and measure the quantities and descriptions, produce them in your organisation's agreed format and sequence them so that they can be included in the documentation
  9. include within the quantities and descriptions, changes, clarifications and corrections arising from the source documents and the brief
  10. prepare draft forecasted provisional sums and contingencies so that they can be included in the draft bills of quantities
  11. prepare a draft bill of preliminaries for approval by your line manager
  12. obtain the required checks and approvals and advise your line manager

Knowledge and Understanding

You need to know and understand:

  1. the principles of quantification
  2. how to assemble and collate information
  3. how to identify categories of work requiring measurement
  4. the relevant professional requirements which should be used to review information to measure quantities
  5. the relevant professional requirements for identifying the quality of information, measuring quantities and preparing descriptions
  6. the accepted actions that can be taken where measurement is not possible
  7. the relevant professional requirements that information should conform to
  8. how to collate the quantities, sequence them correctly and present them in your organisation's agreed format
  9. how to confirm the type and format of bills of quantities for the procurement to be adopted
  10. how to contribute to the preparation of draft bills of quantities
  11. how to collate, measure and produce quantities and descriptions in your organisation's agreed format
  12. how to include, within the quantities and descriptions, changes, clarifications and corrections arising from the source documents
  13. how to prepare a draft bill of preliminaries
  14. how to prepare draft forecasted provisional sums and contingencies  
  15. how to obtain necessary checks and approvals

Scope/range


Scope Performance

Information:

  • drawings
  • schedules
  • specifications
  • information about the contract and allocation of risks and responsibilities
  • quotations
  • records of queries raised and answers
  • standard methods of measurement
  • technical literature

Measurement - relates to:

  • trade
  • elemental
  • operational
  • approximate
  • schedules of rates

How to measure quantities methodically:

  • manual
  • electronic

Intended purpose:

  • procurement
  • contract
  • production 

Type:

  • trade
  • elemental
  • operational/activity

Format:

  • firm
  • approximate
  • schedule of rates

Procurement:

  • competitive tender - limited competition
  • open competition (including advertising)
  • non- competitive - negotiation
  • serial award

Producing:

  • manual
  • electronic

Checks and approvals:

  • format
  • presentation
  • accuracy
  • technical content
  • completeness
  • referencing
  • cross-referencing and correlation with associated documents
  • status

Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

1

Indicative Review Date

30 Mar 2024

Validity

Current

Status

Original

Originating Organisation

Instructus

Original URN

ASTSPM3O08

Relevant Occupations

Architects, Surveyor, Town Planners

SOC Code

2451

Keywords

surveying; property: measure; draft; bills; quantities; quantity surveyors; materials; equipment; project