Hopkinson House - Project Manager

The Mechanical & Electrical Building Services Engineer shall provide technical expert advice, plan, design and manage the Client’s project to agreed completion. To include co-ordinating the appointment of contractors, drawing up of contract documentation, administration of contracts on a day to day basis, co-ordinating assessments for Clients and contractor support to ensure site quality checks are maintained to the call-off contract requirements, overseeing quality control and accepting handover of the completed building project on the Client’s behalf. Services shall be offered to cover the full range of electrical and mechanical design services required by a Client on a construction service. The list below indicates some of the services that may be required but is not exhaustive.

• Water, drainage and plumbing
• Heating systems
• Ventilation systems
• Gas supply and distribution
• Electrical supply and distribution
• Lifts consultancy service
• Air conditioning and refrigeration
• Fire detection and protection
• Security and Alarms
• Communications and technology networks
• Day light and artificial lighting

This service shall be completed by an experienced Building Services Engineer who is a chartered member of the CIBSE or equivalent.

• Building Services Engineers may offer the optional service to the Client to manage Building Services (including installation) to the Client through direct labour or sub-contracting the work.

The Building Surveyor shall agree with the Client a procedure for dealing with the Client's

building projects, providing sound technical, financial, legal, environmental and

sustainability advice on such building/properties. To include co-ordinating the appointment

of contractors, drawing up of contract documentation, administration of contracts on a day

to day basis, co-ordinating assessments for Clients and contractor support to ensure site

quality checks are maintained to the call-off contract requirements, overseeing quality

control and accepting handover of the completed building project on the Client's behalf.

This service would include but not be limited to:

• Technical reports
• Building Surveys
• Monitoring deterioration/defects and providing advice
• Property management
• Managing all forms of building projects not requiring an architect.
• Organise tender documentation
• Contract administration
• Party Wall matters
• Right of light matters

This service shall be provided by competent and experienced person(s) who can provide

evidence of the following:

• RICS/CIOB accredited Degree or Diploma in Quantity Surveying and Chartered

Membership of RICS/CIOB with domestic and commercial building experience

The provision of a Clerk of Works to make regular visits to sites (visit time and regularity

agreed at individual call-off contract) to make sure that work is carried out properly to the

Client's standards, specification and schedule and that health and safety rules are being

followed. To report back promptly as agreed with the Client.

The role shall include but not be limited to the following tasks:

• Studying building plans and drawings to use as a reference when inspecting the work
• Regularly inspecting and measuring the work to ensure it meets the project plans, drawings

and specifications

• Measuring and sampling the building materials to make sure they meet specification and

quality standards

• Ensuring compliance with legal requirements, building regulations and health and safety
• Identifying defects and advising on how to correct them
• Liaising with the project team, including construction manager, architect, engineer,

surveyor and consultants

• Recording results and writing reports for the Client
• Possibly supervising the workforce during a project
• Monitoring and reporting progress on projects in construction to managers, architects and

Clients

• Health and safety
• Inspecting property, planning and monitoring maintenance in construction.

This service shall be provided by competent, experienced Clerk of Works who can provide

evidence of membership equal and equivalent to and have the relevant CSCS card to gain

access to construction sites of the:

Member of the Institute of Clerks of Works and Construction Inspectorate (ICWCI)

The provision of Quantity Surveyor is to provide expert knowledge on the Client's full project

management of cost and contracts. To include co-ordinating the appointment of contractors, drawing up of contract documentation, administration of contracts on a day to

day basis, co-ordinating assessments for Clients and contractor support to ensure site

quality checks are maintained to the call-off contract requirements, overseeing quality

control and accepting handover of the completed building project on the Clients behalf.

These services are part of the preparation stage, tender valuation, with the inclusion in

England and Wales of the criteria being extended to life cycle costs (as referenced in Article

68, Clause 1a and 1b of the Public Contract Regulations 2015) and ensuring that the agreed

additional variations are managed and are an integral part of the process. These are outlined

as follows:

• Quantity Surveying
• Value Engineering

Requirements include but not limited to:

• Pre-contract involvement - review contract conditions
• Feasibility reports for sites
• Site investigations
• Party Wall agreements
• Liaise and work closely with the Clients, Project/Contracts Managers and Site Supervisors
• Assisting in claims and dispute resolution
• Monitor & update monthly cost / sales / cash flow forecast
• Timely and accurate applications for payment compliant with the contract
• Ensure proper and timely notification of funding events
• Preparing accurate and prudent cost /value analysis
• Approving interim and final account measurements
• Approving pricing and rating variations
• Management, interim and final account agreement
• Assessment of capital costs, life cycle costs, maintenance costs, energy costs and general building performance and durability

This service shall be provided by competent and experienced person(s) who can provide

evidence of the following:

RICS accredited Degree or Diploma in Quantity Surveying and Chartered Membership of

RICS with domestic and commercial building experience.

These services will include co-ordinating the appointment of contractors, drawing up of

contract documentation, administration of contracts on a day to day basis, co-ordinating

assessments for Clients and contractor support to ensure site quality checks are maintained

to the call-off contract requirements, overseeing quality control and accepting handover of

the completed building project on the Client's behalf. The Employers Agent shall agree with

the Client a procedure for dealing with resident requests and a procedure for handing over

finished installations.

evidence of the following or equal and equivalent:

• Quantity surveying, building surveying or project management degree accredited by RICS

or APM

• RICS or APM qualified
• Chartered Project Management Surveyor
• CoRE Retrofit Diploma
• Member of the Royal Institution of Chartered Surveyors or equivalent, MCIOB qualification

or equivalent with at least the following experience:

• JCT, NEC, CIOB and other leading contract forms

The provision of Planning Consultant is to provide a full planning service for the Client,

including formulating a planning strategy from project conception through to planning

consent. It includes full support to help the Client achieve planning policy compliance as far

as possible. Compiling all required documentation and completing of planning submissions

to the Local Planning Authority.

This service shall be provided by competent, experienced Planning Consultant who can

provide evidence of the following or equal and equivalent:

• Membership of the Royal Town Planning Institute

The Company will undertake the duties of the CDM Regulations 2015 as Principal Designer in

line with Regulations 11 & 12 for notifiable and non-notifiable work, including as a Clients

Advisor for all non-notifiable CDM projects where the Client may be appointed as Principal

Designer.

The Principal Designer is responsible for coordinating the work of others in the project team

to ensure that significant and foreseeable risks are managed through the design process,

and must comply with their duties under the Construction (Design and Management) (CDM)

Regulations 2015.

This service shall be provided by a competent, experienced Principal Designer who can

provide evidence of the following:

• A thorough understanding of Health and Safety legislation and how it is applied to on site

construction activities

• Ability to manage health and safety risk with programme costs whiles ensuring legal

compliance

• Undertake site inspections to determine health and safety compliance
• Strong technical awareness of CDM Regulations 2015 and compliance with the skills,

knowledge and experience and capability outlined in CDM Regulations 2015, HSE Guidance

document L153 and guidance

• NEBOSH Construction Certificate or similar qualifications
• Membership of IOSH at Tech or Graduate IOSH status
• Have safety in design training provided by a recognised organisation such as RIBA or The

Association for Project Safety

The Project Manager is responsible for the management of the project process, acting as the

interface between the Client, the other design team members, and the building contractor to

ensure the delivery of the project on time, to budget and the required quality standards.

This service shall be provided by competent and experienced person(s) who can provide

evidence of one of the following:

• Prince 2 Practitioner
• CPMS
• Or equivalent Diploma or degree in project management with construction experience

The Structural Engineer shall provide technical expert advice in the planning and design of

building works/projects. The service shall manage the Client's project to agreed completion.

To include co-ordinating the appointment of contractors, drawing up of contract

documentation, administration of contracts on a day to day basis, co-ordinating assessments for Clients and contractor support to ensure site quality checks are maintained to the call-off

contract requirements, overseeing quality control and accepting handover of the completed

building project on the Clients behalf.

In respect of each project the Client may require structural engineering services which would

include but not be limited to the following services:

• Site surveys
• Party Wall works
• Feasibility reports
• Structural Design
• Site inspections of works
• Site supervision of works

This service shall be provided by competent, experienced structural engineer who can

provide evidence that (equal or equivalent to) the design staff in the organisation are Clients

of the following organisation:

• Membership of the Institution of Structural Engineers

There shall be at least one member of staff who has achieved chartered membership.

The Civil Engineer shall provide technical expert advice in the planning and design of

works/projects. The service shall manage the Client's project to agreed completion. To

include co-ordinating the appointment of contractors, drawing up of contract

documentation, administration of contracts on a day to day basis, co-ordinating assessments

for Clients and contractor support to ensure site quality checks are maintained to the call-off

contract requirements, overseeing quality control and accepting handover of the completed

project works on the Clients behalf.

In respect of each project the Client may require Civil Engineering Services which would

include but not be limited to the following services:

• Site surveys
• Party Wall works
• Feasibility reports
• Civil Engineering Design
• Site inspections of works
• Site supervision of works

There may also be a requirement for highways and infrastructure design.

This service shall be provided by competent, experienced civil engineer who can provide

evidence that (equal or equivalent to) the design staff in the organisation are Clients of the

following organisation:

• Membership of the Institute of Civil Engineers

There shall be at least one member of staff who is has achieved chartered membership.

A combined consultancy service provider must be able to provide all of the services listed

against Lots 1 to 11. These services may be in house or subcontracted out. However, it is the

Primary consultant's responsibility to ensure that all other consultants and sub-contractors

are in compliance with the requirements of the framework. The more services that are sub-

contracted out as opposed to delivered in house by the provider, the greater reassurance

LHC and the Client will require as to the legal and insurance arrangements and supplier

performance management and standards maintained (see section 2.5 d).

The Multi-disciplinary Consultancy service can offer additional consultancy services that may

be required by the Client. A list of possible additional services is listed below.

• Tree Surveys - membership of the Chartered Institute of Ecology and Environment
• Archaeological Service - membership of the institution of Archaeologist
• Bat surveys - membership of the Chartered Institute of Ecology and Environment
• Geotechnical surveys/investigations - member of the Institute of Civil Engineers
• Planning and development Membership of RIBA
• Public roadways - highway member of the institute of Highways Engineer
• Drainage design - Charter Institute of Building Service engineers,
• Acoustic consultancy - Association of noise consultancy - Member of Institute of Acoustics
• Fire engineering - Member of Institute for fire Engineering
• Eco logical surveys - membership of the Chartered Institute of Ecology and Environment
• Landscape gardening - The Association of Professional Landscapers (APL)
• BIM Coordinator/Manager - membership of RICS or CIOB and AGC Certificate of BIM

The appointed Companies shall have professional membership of, one or more of the

following bodies applicable to the services being provided:

• Association for Project Management (APM)
• Chartered Association of Building Engineers (CABE)[2]
• Chartered Institution of Civil Engineering Surveyors (ICES)
• Chartered Institute for Archaeologists (CIFA)
• Chartered Institution of Water and Environmental Management (CIWEM)
• Chartered Institute of Building (CIOB)
• Chartered Institute of Ecology and Environmental Management (CIEEM)[3]
• Chartered Institution of Building Services Engineers (CIBSE)
• Institute of Acoustics
• Institution of Fire Engineers (IFE)
• Institution of Occupational Safety and Health (IOSH)
• Institution of Structural Engineers (IStructE)
• Landscape Institute (LI)
• Royal Institute of British Architects (RIBA)
• Royal Institution of Chartered Surveyors (RICS)
• Or equivalent and equal professional status

Architectural services offered to the Client should include services covering all the RIBA work stages as defined in the RIBA Plan of Work 2020. Architects may also be required to offer those services as defined in the section covering Project Management and Principal Designer’s services.

Architects may also be asked to provide services in the one or all of the following specialist areas:

• Master planning
• Schools
• Social care
• Housing
• Commercial Buildings
• Industrial Buildings
• Conservation and Heritage

This service shall be completed by an experienced Architect who is a chartered member of the RIBA or equivalent. It is a minimum requirement that an Architect is registered with the ARB (Architects Registration Board) as defined under The Architects Act 1997.

Landscape design services may be completed by members of the Landscape Institute or Landscape Architects with the following or equal qualifications:

• Landscape Architecture – BA (Hons)
• Landscape Architecture – MA
• Landscape Architecture and Design – BA (Hons)
• Master of Landscape Architecture (MLA)

The Mechanical & Electrical Building Services Engineer shall provide technical expert advice,

plan, design and manage the Client's project to agreed completion. To include co-ordinating

the appointment of contractors, drawing up of contract documentation, administration of

contracts on a day to day basis, co-ordinating assessments for Clients and contractor

support to ensure site quality checks are maintained to the call-off contract requirements,

overseeing quality control and accepting handover of the completed building project on the

Client's behalf. Services shall be offered to cover the full range of electrical and mechanical

design services required by a Client on a construction service. The list below indicates some

of the services that may be required but is not exhaustive.

• Water, drainage and plumbing
• Heating systems
• Ventilation systems
• Gas supply and distribution
• Electrical supply and distribution
• Lifts consultancy service
• Air conditioning and refrigeration
• Fire detection and protection
• Security and Alarms
• Communications and technology networks
• Day light and artificial lighting

This service shall be completed by an experienced Building Services Engineer who is a

chartered member of the CIBSE or equivalent.

The Building Surveyor shall agree with the Client a procedure for dealing with the Client's

building projects, providing sound technical, financial, legal, environmental and

sustainability advice on such building/properties. To include co-ordinating the appointment

of contractors, drawing up of contract documentation, administration of contracts on a day

to day basis, co-ordinating assessments for Clients and contractor support to ensure site

quality checks are maintained to the call-off contract requirements, overseeing quality

control and accepting handover of the completed building project on the Client's behalf.

This service would include but not be limited to:

• Technical reports
• Building Surveys
• Monitoring deterioration/defects and providing advice
• Property management
• Managing all forms of building projects not requiring an architect.
• Organise tender documentation
• Contract administration
• Party Wall matters
• Right of light matters

This service shall be provided by competent and experienced person(s) who can provide

evidence of the following:

• RICS/CIOB accredited Degree or Diploma in Quantity Surveying and Chartered

Membership of RICS/CIOB with domestic and commercial building experience

The provision of a Clerk of Works to make regular visits to sites (visit time and regularity

agreed at individual call-off contract) to make sure that work is carried out properly to the

Client's standards, specification and schedule and that health and safety rules are being

followed. To report back promptly as agreed with the Client.

The role shall include but not be limited to the following tasks:

• Studying building plans and drawings to use as a reference when inspecting the work
• Regularly inspecting and measuring the work to ensure it meets the project plans, drawings

and specifications

• Measuring and sampling the building materials to make sure they meet specification and

quality standards

• Ensuring compliance with legal requirements, building regulations and health and safety
• Identifying defects and advising on how to correct them
• Liaising with the project team, including construction manager, architect, engineer,

surveyor and consultants

• Recording results and writing reports for the Client
• Possibly supervising the workforce during a project
• Monitoring and reporting progress on projects in construction to managers, architects and

Clients

• Health and safety
• Inspecting property, planning and monitoring maintenance in construction.

This service shall be provided by competent, experienced Clerk of Works who can provide

evidence of membership equal and equivalent to and have the relevant CSCS card to gain

access to construction sites of the:

Member of the Institute of Clerks of Works and Construction Inspectorate (ICWCI)

The provision of Quantity Surveyor is to provide expert knowledge on the Client's full project

management of cost and contracts. To include co-ordinating the appointment of contractors, drawing up of contract documentation, administration of contracts on a day to

day basis, co-ordinating assessments for Clients and contractor support to ensure site

quality checks are maintained to the call-off contract requirements, overseeing quality

control and accepting handover of the completed building project on the Clients behalf.

These services are part of the preparation stage, tender valuation, with the inclusion in

England and Wales of the criteria being extended to life cycle costs (as referenced in Article

68, Clause 1a and 1b of the Public Contract Regulations 2015) and ensuring that the agreed

additional variations are managed and are an integral part of the process. These are outlined

as follows:

• Quantity Surveying
• Value Engineering

Requirements include but not limited to:

• Pre-contract involvement - review contract conditions
• Feasibility reports for sites
• Site investigations
• Party Wall agreements
• Liaise and work closely with the Clients, Project/Contracts Managers and Site Supervisors
• Assisting in claims and dispute resolution
• Monitor & update monthly cost / sales / cash flow forecast
• Timely and accurate applications for payment compliant with the contract
• Ensure proper and timely notification of funding events
• Preparing accurate and prudent cost /value analysis
• Approving interim and final account measurements
• Approving pricing and rating variations
• Management, interim and final account agreement
• Assessment of capital costs, life cycle costs, maintenance costs, energy costs and general building performance and durability

This service shall be provided by competent and experienced person(s) who can provide

evidence of the following:

RICS accredited Degree or Diploma in Quantity Surveying and Chartered Membership of

RICS with domestic and commercial building experience.

These services will include co-ordinating the appointment of contractors, drawing up of

contract documentation, administration of contracts on a day to day basis, co-ordinating

assessments for Clients and contractor support to ensure site quality checks are maintained

to the call-off contract requirements, overseeing quality control and accepting handover of

the completed building project on the Client's behalf. The Employers Agent shall agree with

the Client a procedure for dealing with resident requests and a procedure for handing over

finished installations.

evidence of the following or equal and equivalent:

• Quantity surveying, building surveying or project management degree accredited by RICS

or APM

• RICS or APM qualified
• Chartered Project Management Surveyor
• CoRE Retrofit Diploma
• Member of the Royal Institution of Chartered Surveyors or equivalent, MCIOB qualification

or equivalent with at least the following experience:

• JCT, NEC, CIOB and other leading contract forms

The provision of Planning Consultant is to provide a full planning service for the Client,

including formulating a planning strategy from project conception through to planning

consent. It includes full support to help the Client achieve planning policy compliance as far

as possible. Compiling all required documentation and completing of planning submissions

to the Local Planning Authority.

This service shall be provided by competent, experienced Planning Consultant who can

provide evidence of the following or equal and equivalent:

• Membership of the Royal Town Planning Institute

The Company will undertake the duties of the CDM Regulations 2015 as Principal Designer in

line with Regulations 11 & 12 for notifiable and non-notifiable work, including as a Clients

Advisor for all non-notifiable CDM projects where the Client may be appointed as Principal

Designer.

The Principal Designer is responsible for coordinating the work of others in the project team

to ensure that significant and foreseeable risks are managed through the design process,

and must comply with their duties under the Construction (Design and Management) (CDM)

Regulations 2015.

This service shall be provided by a competent, experienced Principal Designer who can

provide evidence of the following:

• A thorough understanding of Health and Safety legislation and how it is applied to on site

construction activities

• Ability to manage health and safety risk with programme costs whiles ensuring legal

compliance

• Undertake site inspections to determine health and safety compliance
• Strong technical awareness of CDM Regulations 2015 and compliance with the skills,

knowledge and experience and capability outlined in CDM Regulations 2015, HSE Guidance

document L153 and guidance

• NEBOSH Construction Certificate or similar qualifications
• Membership of IOSH at Tech or Graduate IOSH status
• Have safety in design training provided by a recognised organisation such as RIBA or The

Association for Project Safety

The Project Manager is responsible for the management of the project process, acting as the

interface between the Client, the other design team members, and the building contractor to

ensure the delivery of the project on time, to budget and the required quality standards.

This service shall be provided by competent and experienced person(s) who can provide

evidence of one of the following:

• Prince 2 Practitioner
• CPMS
• Or equivalent Diploma or degree in project management with construction experience

The Structural Engineer shall provide technical expert advice in the planning and design of

building works/projects. The service shall manage the Client's project to agreed completion.

To include co-ordinating the appointment of contractors, drawing up of contract

documentation, administration of contracts on a day to day basis, co-ordinating assessments for Clients and contractor support to ensure site quality checks are maintained to the call-off

contract requirements, overseeing quality control and accepting handover of the completed

building project on the Clients behalf.

In respect of each project the Client may require structural engineering services which would

include but not be limited to the following services:

• Site surveys
• Party Wall works
• Feasibility reports
• Structural Design
• Site inspections of works
• Site supervision of works

This service shall be provided by competent, experienced structural engineer who can

provide evidence that (equal or equivalent to) the design staff in the organisation are Clients

of the following organisation:

• Membership of the Institution of Structural Engineers

There shall be at least one member of staff who has achieved chartered membership.

The Civil Engineer shall provide technical expert advice in the planning and design of

works/projects. The service shall manage the Client's project to agreed completion. To

include co-ordinating the appointment of contractors, drawing up of contract

documentation, administration of contracts on a day to day basis, co-ordinating assessments

for Clients and contractor support to ensure site quality checks are maintained to the call-off

contract requirements, overseeing quality control and accepting handover of the completed

project works on the Clients behalf.

In respect of each project the Client may require Civil Engineering Services which would

include but not be limited to the following services:

• Site surveys
• Party Wall works
• Feasibility reports
• Civil Engineering Design
• Site inspections of works
• Site supervision of works

There may also be a requirement for highways and infrastructure design.

This service shall be provided by competent, experienced civil engineer who can provide

evidence that (equal or equivalent to) the design staff in the organisation are Clients of the

following organisation:

• Membership of the Institute of Civil Engineers

There shall be at least one member of staff who is has achieved chartered membership.

A combined consultancy service provider must be able to provide all of the services listed

against Lots 1 to 11. These services may be in house or subcontracted out. However, it is the

Primary consultant's responsibility to ensure that all other consultants and sub-contractors

are in compliance with the requirements of the framework. The more services that are sub-

contracted out as opposed to delivered in house by the provider, the greater reassurance

LHC and the Client will require as to the legal and insurance arrangements and supplier

performance management and standards maintained (see section 2.5 d).

The Multi-disciplinary Consultancy service can offer additional consultancy services that may

be required by the Client. A list of possible additional services is listed below.

• Tree Surveys - membership of the Chartered Institute of Ecology and Environment
• Archaeological Service - membership of the institution of Archaeologist
• Bat surveys - membership of the Chartered Institute of Ecology and Environment
• Geotechnical surveys/investigations - member of the Institute of Civil Engineers
• Planning and development Membership of RIBA
• Public roadways - highway member of the institute of Highways Engineer
• Drainage design - Charter Institute of Building Service engineers,
• Acoustic consultancy - Association of noise consultancy - Member of Institute of Acoustics
• Fire engineering - Member of Institute for fire Engineering
• Eco logical surveys - membership of the Chartered Institute of Ecology and Environment
• Landscape gardening - The Association of Professional Landscapers (APL)
• BIM Coordinator/Manager - membership of RICS or CIOB and AGC Certificate of BIM

The appointed Companies shall have professional membership of, one or more of the

following bodies applicable to the services being provided:

• Association for Project Management (APM)
• Chartered Association of Building Engineers (CABE)[2]
• Chartered Institution of Civil Engineering Surveyors (ICES)
• Chartered Institute for Archaeologists (CIFA)
• Chartered Institution of Water and Environmental Management (CIWEM)
• Chartered Institute of Building (CIOB)
• Chartered Institute of Ecology and Environmental Management (CIEEM)[3]
• Chartered Institution of Building Services Engineers (CIBSE)
• Institute of Acoustics
• Institution of Fire Engineers (IFE)
• Institution of Occupational Safety and Health (IOSH)
• Institution of Structural Engineers (IStructE)
• Landscape Institute (LI)
• Royal Institute of British Architects (RIBA)
• Royal Institution of Chartered Surveyors (RICS)
• Or equivalent and equal professional status