00Pre-Appointment 29 templates
Conflicts of interest, ethics, AML, scope of services, fee proposals, PII, liability, client money, complaints handling, and regulatory governance. Everything before you take on an appointment.
RIBA Stage 0 · Pre-Project▾
Pre-Appointment 29 templates
Conflicts of interest, ethics, AML, scope of services, fee proposals, PII, liability, client money, complaints handling, and regulatory governance. Everything before you take on an appointment.
RIBA Stage 0 · Pre-Project01Feasibility & Order of Cost Estimate 12 templates
Order of cost estimates, feasibility appraisals, cost modelling, and benchmarking. How to give clients the financial intelligence they need at the earliest stage of a project.
RIBA Stage 1 · NRM1 Aligned▾
Feasibility & Order of Cost Estimate 12 templates
Order of cost estimates, feasibility appraisals, cost modelling, and benchmarking. How to give clients the financial intelligence they need at the earliest stage of a project.
RIBA Stage 1 · NRM1 Aligned02Concept Design & Formal Cost Plan 1 8 templates
Preparing Formal Cost Plan 1, elemental cost planning, design cost management, and cost reporting at concept stage. The foundation of your cost control strategy.
RIBA Stage 2 · NRM1 Aligned▾
Concept Design & Formal Cost Plan 1 8 templates
Preparing Formal Cost Plan 1, elemental cost planning, design cost management, and cost reporting at concept stage. The foundation of your cost control strategy.
RIBA Stage 2 · NRM1 Aligned03Spatial Coordination & Formal Cost Plan 2 8 templates
Formal Cost Plan 2, design development cost control, value engineering, and spatial coordination cost implications. Keeping the budget under control as design develops.
RIBA Stage 3 · NRM1 Aligned▾
Spatial Coordination & Formal Cost Plan 2 8 templates
Formal Cost Plan 2, design development cost control, value engineering, and spatial coordination cost implications. Keeping the budget under control as design develops.
RIBA Stage 3 · NRM1 Aligned04Technical Design, Pre-Tender & Procurement 22 templates
Formal Cost Plan 3, tender documentation, procurement strategy, contract selection, and pre-tender estimates. Getting the project to market correctly.
RIBA Stage 4 · NRM2 Aligned▾
Technical Design, Pre-Tender & Procurement 22 templates
Formal Cost Plan 3, tender documentation, procurement strategy, contract selection, and pre-tender estimates. Getting the project to market correctly.
RIBA Stage 4 · NRM2 Aligned05Construction & Post-Contract Administration 14 templates
Contract administration, interim valuations, variations, site instructions, cash flow, and cost reporting during construction. The practical reality of post-contract QS work.
RIBA Stage 5 · JCT / NEC Aligned▾
Construction & Post-Contract Administration 14 templates
Contract administration, interim valuations, variations, site instructions, cash flow, and cost reporting during construction. The practical reality of post-contract QS work.
RIBA Stage 5 · JCT / NEC Aligned06Completion & Final Account 16 templates
Practical completion, defects schedules, final account preparation, settlement, and close-out reporting. How to bring a project to a clean, documented conclusion.
RIBA Stage 6▾
Completion & Final Account 16 templates
Practical completion, defects schedules, final account preparation, settlement, and close-out reporting. How to bring a project to a clean, documented conclusion.
RIBA Stage 607Defects Liability & Post-Occupancy 8 templates
Defects liability period, retention release, post-occupancy evaluation, and lessons learned reporting. The often-overlooked obligations after practical completion.
RIBA Stage 6–7▾
Defects Liability & Post-Occupancy 8 templates
Defects liability period, retention release, post-occupancy evaluation, and lessons learned reporting. The often-overlooked obligations after practical completion.
RIBA Stage 6–708Dispute & Claims 9 templates
Dispute avoidance, claims preparation, extensions of time, loss and expense, adjudication, and alternative dispute resolution. Protecting your client's position when things go wrong.
Claims · ADR · Adjudication▾
Dispute & Claims 9 templates
Dispute avoidance, claims preparation, extensions of time, loss and expense, adjudication, and alternative dispute resolution. Protecting your client's position when things go wrong.
Claims · ADR · Adjudication