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Document Downloads: Document templates

The following documents are available for download. Documents in PDF format can be read using Adobe Reader.

Available downloads

Asbestos inspection sheet

Sample form to fill in when inspecting asbestos, along with a completion guide for filling it in and scoring the factors.

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Residential building survey site notes

Making an accurate and legible record of the inspection, to be maintained on file for at least 15 years, is essential. Queries can be raised several months or years after the job has been carried out and it gives an unprofessional impression if site notes are unavailable. Indeed, mounting a defence to a negligence claim often relies upon a complete set of site notes, or records made of contract discussions. Such notes therefore form a retrospective record of conduct and behaviour, and are prima facie evidence of the surveyor's competence. This is a form that can be used to record these site notes during the inspection.

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CDM contractor competency questionnaire

Questionnaire to assess the competency of a contractor/principal contractor in compliance with CDM 2007, with criteria for assessment. The Construction (Design and Management) Regulations 2007 (CDM 2007) came into force in April 2007 and apply to construction work in Great Britain. CDM is intended to protect the health and safety of people working in construction and others who may be affected by their activities.

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CDM co-ordinator competency questionnaire

Questionnaire to assess the competency of a CDM co-ordinator contractor in compliance with CDM 2007, with criteria for assessment. The Construction (Design and Management) Regulations 2007 (CDM 2007) came into force in April 2007 and apply to construction work in Great Britain. CDM is intended to protect the health and safety of people working in construction and others who may be affected by their activities.

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CDM designer competency questionnaire

Questionnaire to assess the competency of a designer in compliance with CDM 2007, with criteria for assessment. The Construction (Design and Management) Regulations 2007 (CDM 2007) came into force in April 2007 and apply to construction work in Great Britain. CDM is intended to protect the health and safety of people working in construction and others who may be affected by their activities.

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Accessibility audit example layout

There are many different styles of accessibility audit within the industry, with no real right or wrong version. The usefulness, detail and readability of audit reports varies considerably. To an extent, client requirements will dictate the type and style used. It is important to discuss this with the client and ask the question as to what the client hopes to achieve from the audit. This form is an example of a possible layout for an audit and recommendations.

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Access Consultant terms and conditions of engagement

The National Register of Access Consultants (NRAC) was established in 1999 to accredit access auditors and access consultants. This was the first recognised UK body of its kind. These are the terms and conditions for engaging an access consultant or access auditor under disability discrimination/equality legislation. The amended text of the Terms and conditions for the engagement of an Access Consultant or Access Auditor is reproduced here with the permission of the NRAC.

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Display screen equipment assessment

Display screen equipment (DSE) is any work equipment having a screen that displays information. Typical examples are computer screens. This is an individual work station assessment form to evaluate display screen equipment according to health and safety policy.

More information: Health and safety at work

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Neighbouring land access agreement

A possible disadvantage to the Access to Neighbouring Land Act is that access is only available after following the court procedure to obtain an Access Order from the courts. This can take weeks if not months and can be a particular frustration if access is needed within a shorter time period. This is a template for an informal agreement that could be worked towards outside of the courts.

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Party walls structure notice acknowledgment

A party structure notice, under section 3 of the Party Wall etc. Act 1996, describes the intention to exercise rights, conferred under section 2, to undertake certain works to a party structure and certain limited works to an adjoining owner's independent building (minimum notice period is two months). The required notices must be served on all adjoining owners with an interest in the relevant structures or land. Once the notice is received the notified party can then consent or dissent to the proposal. This document is a sample template for such a response.

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Party walls draft award

A party wall award must be produced by the agreed surveyor or two of the appointed surveyors. This is a standard recommended party wall award template, but surveyors need to modify this to suit any particular project. The award will usually include relevant drawings of the notifiable works, method statements, a schedule of condition and any limitations on the time and manner of carrying out the work. Surveyors will agree the working conditions, such as hours for noisy works, whether weekend working is acceptable, protection required to any exposed party walls, security for expenses arrangements and fees to be paid and by whom. Method statements may be attached for a particular operation such as demolition or details of access onto the adjoining owner's land. The award should make express provision for making good damage caused by works under this Act.

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Party walls draft letter requiring an adjoining owner to appoint a surveyor

The appointment of a surveyor arises out of a dispute between the two owners, following service of notice. A dispute arises when there is an express dissent to a notice or when a party structure notice or notice of adjacent excavation is not responded to by the adjoining owner within 14 days. In either of these situations the parties must then appoint surveyors. They can either agree the appointment of a single surveyor who will be the agreed surveyor or each appoint their own separate surveyor. This is a template letter for requesting another party appoint a surveyor.

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Party walls draft letter requiring an appointed surveyor to act effectively

This is a template letter for requesting a surveyor involved in a party wall dispute act, after they have previously provided no response to a draft award.

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Party walls draft letter to accompany a typical section 3 or 6 notice

A notice under section 6 of the Party Wall Act, for foundation or excavation works, must be served one month before work is intended to commence. The notice must be accompanied by plans and sections showing the location of the works and the site and depth of any excavation. This is a template for a letter to accompany a notice under section 3 or section 6.

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Party walls draft letter to the appointing owners to accompany the award

The party wall award must be served on the parties and becomes legally binding. The parties have the right to appeal against the award in a County Court within 14 days if they feel that it has been made improperly. A building owner is not obliged to delay commencing work for 14 days whilst waiting to see if an appeal is lodged although there may be circumstances in which the surveyors impose a 14 day delay, as they are entitled to do. This is a template for a letter to accompany such an award.

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Party walls selection of the third surveyor

In party wall procedures, the third surveyor has a powerful but rarely used role. One of the first duties of the appointed surveyors is to select a third surveyor, but current protocol does not require the third surveyor to be notified of this appointment as in most cases he or she will not be required. Either of the surveyors or the parties may call upon the third surveyor to determine disputed matters. The third surveyor can either act with one of the other two surveyors to make the award or, where a specific matter in dispute is referred to him or her, may make his or her own award. This document is a sample letter for proposing the selection of a third surveyor.

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Party walls specimen schedule of condition

The schedule of condition records the condition of relevant parts of an adjoining owner's property before the start of the building owner's works. It enables the surveyors, at a later date, to determine the extent of the building owner's liability for damage caused by the works. It is good practice in practically all cases to prepare a schedule of condition of adjoining properties prior to work commencing and for that schedule of condition to form part of the award document. This document is an example of a schedule of condition, providing a suggested layout.

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Rights of light form of release

The subject of rights to light concerns the assessment of whether a proposed obstruction (for example, an additional storey on a building) is likely to interfere materially with a neighbour's easement of light. This is a template for a notice providing consent to the construction of a building in accordance with given conditions.

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Rights of light registration application

The subject of rights to light concerns the assessment of whether a proposed obstruction (for example, an additional storey on a building) is likely to interfere materially with a neighbour's easement of light. A servient owner can prevent a dominant owner from acquiring a right to light to the dominant owner's windows over the servient owner's land by erecting an opaque structure in front of the dominant owner's windows. However, these can be difficult to erect and may require planning permission. A better alternative is often to create a notional obstruction by registering a light obstruction notice under section 2 (1) of the Rights of Light Act 1959. The light notice can be registered with the local authority as a local land charge for a period of one year. This is a form for registering such a notional instruction.

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Dilapidations: typical release form

Example agreement for the purposes of releasing the lessee from their dilapidations liabilities in return for financial compensation from the Lessor.

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Rent review inspection notes

The first role for any surveyor when instructed to advise either a landlord or a tenant on a rent review is to request copies of the lease and other relevant legal documents (e.g. licences for alteration and deeds of variation), together with as much information about the property as possible (including floor plans, a note of previous floor areas, information about works carried out by the tenant, and so on). The surveyor should then inspect and measure the property and calculate the floor areas. This form is for making notes during such an inspection.

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Rent review lease synopsis sheet

A lease synopsis sheet for use during a rent review.

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Landlord initiating rent review

Some leases require rent reviews to be triggered by one party (usually the landlord) giving a notice to the other party. In some cases, failure to give the notice in accordance with the terms of the lease may lose the right to have the rent reviewed at that time. This is a sample letter that can serve as a trigger notice.

IMPORTANT: This letter is for general guidance only. You must read the lease and are strongly advised to take legal advice if this letter/notice is being served in accordance with specific terms of the lease. Such letter/notice may be invalid if directions in the lease are not strictly observed.

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Tenant initiating rent review

Depending on the type of rent review clause, frequently rent reviews may cause disputes between landlords and tenants, with the former seeking the highest increase at rent review and the latter the lowest. Some leases require rent reviews to be triggered by one party, this is a form letter for the triggering of a rent review by the tenant.

IMPORTANT: This letter is for general guidance only. You must read the lease and are strongly advised to take legal advice if this letter/notice is being served in accordance with specific terms of the lease. Such letter/notice may be invalid if directions in the lease are not strictly observed.<./p>

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Landlord proposing rent

Formal and informal letters for a landlord proposing the rent.

IMPORTANT: These letters are for general guidance only. You must read the lease and are strongly advised to take legal advice if this notice is being served in accordance with specific terms of the lease. Such letter/notice may be invalid if directions in the lease are not strictly observed.

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Tenant proposing rent

Some leases require service of a rent review trigger notice which shall specify a proposed rent, in which case this should be included in the notice. The wording used in the notice should be based on the relevant words of the lease. If the review clause states that a trigger notice must be served 'stating the amount that the Landlord considers to be the open market rent', then the notice could say 'I consider the open market rent to be [ amount ]'. Failure to state the proposed rent in the notice may invalidate the notice unless the court considers that this element was not intended to be mandatory. The safest course is to comply exactly with the requirements of the review clause for the contents of the notice. These are two form letters for such a proposal by the tenant, both formal and informal.

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Tenant's rent review counternotice

Some leases which require a rent review to be triggered by notice also require or allow the recipient to serve a counternotice in response. This is common where the trigger notice is to include a proposal for the new rent and normally gives the recipient the opportunity to state whether or not he or she agrees with that proposal and, if he or she disagrees, either to make a counter proposal or to require the matter to go to third party determination. This is a form letter for a counternotice from the tenant to the landlord.

IMPORTANT: This letter is for general guidance only. You must read the lease and are strongly advised to take legal advice if this letter/notice is being served in accordance with specific terms of the lease. Such letter/notice may be invalid if directions in the lease are not strictly observed.

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Landlord's rent review counternotice

Some leases which require a rent review to be triggered by notice also require or allow the recipient to serve a counternotice in response. This is common where the trigger notice is to include a proposal for the new rent and normally gives the recipient the opportunity to state whether or not he or she agrees with that proposal and, if he or she disagrees, either to make a counter proposal or to require the matter to go to third party determination. This is a sample letter that can serve as a counternotice from a landlord following a tenant's initiation of a rent review.

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Rent review notice of reference to a third party

If it is not possible to settle the rent review amicably during negotiations, the rent review clause will generally lay down a procedure for the appointment of a third party. Provision will usually be made for the parties to attempt to agree themselves on the identity of a third party, or, in the absence of agreement, to apply to the president of RICS to make the appointment. This is a sample letter used to inform one of the parties that the rent review has been referred to a third party.

IMPORTANT: This letter is for general guidance only. You must read the lease and are strongly advised to take legal advice if this letter/notice is being served in accordance with specific terms of the lease. Such letter/notice may be invalid if directions in the lease are not strictly observed.

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Rent review time of the essence notice

In rent review, a party may sometimes make time of the essence for a time limit by serving a formal notice on the party in default. This concept is familiar to conveyancing lawyers, but it is now firmly established that the remedy also applies to rent review. This is a sample letter used to inform the landlord that the tenant is making time of the essence with respect to rent review.

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Rent review Calderbank offer

A Calderbank offer is a letter, expressed as 'without prejudice save as to costs', which contains an offer to the other party in the review inviting it to settle without taking the arbitration further. The letter must set out all terms to settle the dispute, principally rent and costs. It should also contain a time limit in which the other party may accept the offer.

IMPORTANT: Calderbank offers are binding offers to settle. You should ensure you have the appropriate authorisations and/or consents from your client and any other appropriate parties before such offers are made.

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Loan security valuation acknowledgement letter sample

This suggested letter provides a framework within which to tailor a loan security valuation acknowledgement for a particular case. This letter combined with the Standard Terms of Business for Valuations needs to cover the requirements of the minimum terms of engagement as set out in the Red Book. This document template is provided as a sample only. It is the user's responsibility to check and adapt this as necessary to suit the particular instruction and prevailing circumstances.

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Standard terms of business for valuations

Most firms who undertake regular valuation work have prepared standard pro formas for valuation contracts. There are a number of variations in use. This template will help valuers to draw up contractual documents to meet the needs of their organisations. Valuers need to take into account its appropriateness to their business and the particular instruction. This document template is provided as a sample only. It is the user's responsibility to check and adapt this as necessary to suit the particular instruction and prevailing circumstances.

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Terms of engagement acknowledgement letter

There are usually a range of letter formats referring to the terms of business and the valuation procedure and assumptions. Such letters of acknowledgement deal with the remaining matters required by the Red Book to be dealt with in the contract, with these commonly varying from job to job. They must include a reference to all the minimum terms listed in the Red Book with particular care being taken to make the necessary disclosures. The acknowledgement letter will take precedence over the 'standard' terms, but it may still be prudent to modify the standard clauses if they directly contradict any element of the service as expressed in the acknowledgement letter. It is not possible to devise a standard letter, because every valuation commission depends on its specific circumstances - this sample gives an indication of how the letter could be drafted. This document template is provided as a sample only. It is the user's responsibility to check and adapt this as necessary to suit the particular instruction and prevailing circumstances.

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Notice of intention to adjudicate

A notice of intention to adjudicate defines the dispute that is being referred to the adjudicator and prevents either the parties or the adjudicator from introducing other disputes. For example, a notice asking the adjudicator to decide whether or not the referring party is entitled to the sum claimed does not permit the adjudicator to decide how much is in fact due, if the adjudicator decides that the sum claimed is not due. In the case of ambiguity in the notice of intention to adjudicate, the notice will be construed against the referring party. This is a template for a notice of intention to adjudicate.

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Adjudication sample witness statement

A sample witness statement for an adjudication. Adjudication is the single greatest factor to have affected dispute resolution in the construction industry in the UK. This document is a sample template for a witness statement in the matter of adjudication pursuant to Part II of the Housing Grants, Construction and Regeneration Act 1996.

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Adjudication template for referral

A sample template for a referral during adjudication. Adjudication is the single greatest factor to have affected dispute resolution in the construction industry in the UK. This document is a sample template for a referral in the matter of a 'construction contract' and in the matter of an adjudication under the Housing Grants, Construction and Regeneration Act 1996.

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Adjudication template for response

A sample template for a response to a referral notice during adjudication. Adjudication is the single greatest factor to have affected dispute resolution in the construction industry in the UK. This document is a sample template for a response to a referral notice in the matter of an adjudication under the Housing Grants, Construction and Regeneration Act 1996.

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Arbitration Calderbank letter

A sample template Calderbank letter, for an offer to settle a matter of arbitration. Calderbank offers and offers made under Part 36 of the Civil Procedure Rules, are offers made to settle a dispute, usually the amount of the rent, on a without prejudice basis, except that the existence of the offer to settle may be brought to the attention of an arbitrator, an independent expert or a court if he or she has discretion when it comes to determining the matter of costs.

IMPORTANT: Calderbank offers are binding offers to settle. You should ensure you have the appropriate authorisations and/or consents from your client and any other appropriate parties before such offers are made.

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Arbitration standard agenda

A standard agenda for directions for a preliminary arbitration meeting, with spaces for comments.

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BCIS standard form of cost analysis

BCIS standard form for cost analysis Cost planning of construction projects has been used for 50 years to provide a methodology for keeping control of a capital build project. It provides a means of controlling the design process to meet the budgetary requirements of the client. It allows the quantity surveyor, with the design team, to design a building to a cost, rather than costing a design after it has been completed.

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Benchmarking process

A flow diagram showing benchmarking processes. Before any benchmarking is undertaken, it is essential that there is a detailed understanding of the products or services in question, including how they link in to the rest of the organisation.

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CDM information request from the client

A sample information request from the client under CDM 2007. Clients, designers and CDM co-ordinators have ongoing responsibilities throughout the design phase (including when design work continues after the start of the construction works) relating to the provision of information to designers, contractors (including principal contractors) and other project team members.

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CDM health and safety file

The typical contents of a CDM health and safety file. The health and safety file is a document prepared and issued promptly following completion of the construction works containing information needed during future construction work (which includes future cleaning, maintenance, alterations, refurbishments and demolition work) at the same site or structure. Information contained in the health and safety file is essential for those parties involved in or carrying out such future works, to alert them to any health and safety risks that should be considered in the planning or carrying out of such works.

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Comfort letter

A sample comfort letter. A comfort letter expresses the intention of one of the parties to act in a particular way (for example, to enter into a contract), but does not create any legal obligation on that party actually to act in that way. The author of the letter will only be liable for deviating from the stated intended course of action if the expressed intention was not actually held at the time that the letter was signed.

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Consent to spend

A sample consent to spend letter. Instructions to proceed with consent to spend are sometimes referred to as 'if' contracts, and usually take the following form: 'if you commence works pending preparation of the contract documents, then we will reimburse you your reasonable costs should the contract not be entered into.' These agreements are legally binding contracts which pre-date and are superseded by the principal contract when it is executed. They must be entered into by a duly authorised representative of the party procuring the works. Consultants often make the mistake of issuing such letters on behalf of their clients. Unless the practitioner has authority to enter into contracts as the agent of his client, he or she should not sign such letters, but should leave it to the client to do so.

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Cost management change control log

Changes within construction projects are inevitable, but should be kept to a minimum and, when they do occur, controlled rigorously. For this to happen, there must be an adequate strategy and sufficient supporting documentation to record and manage the change control process. This is a sample change control log for recording these changes.

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Cost management tender receipt opening form

Upon receiving tenders, and opening them at the previously agreed time, the amounts, together with brief comments (such as qualifications, the programme, the priced BQs received or not received) should be recorded on a standard tender return form. Each person present should sign the form to record that he or she was present and that it is a true and accurate record of the tender opening. This form is a template sample tender receipt opening form for recording such an opening.

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Document management workflow

In the field of electronic document management, 'workflow' refers to a system in which documents are sent automatically from one user of the system to another, or, more generally, where the flow of work between users is monitored electronically. This slideshow demonstrates how workflow is used to manage the life-cycle of drawings on a construction project.

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Fire action notice sample

Fire action notices should be clearly displayed where everyone can see them. Display them on major escape routes, places where people meet, circulation spaces, etc. This file is a sample fire action notice that could be filled in and used.

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Fire emergency plan sample

A site fire safety co-ordinator should be appointed who takes responsibility for the completion and implementation of the fire emergency plan, which should ensure everyone on site reaches safety in the event of a fire. The fire plan aims to minimise the risk by controlling the hazards. This is an example of a fire emergency plan.

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Heads of terms for construction contracts

'Heads of terms' are used to capture the essence of the agreement. A heads of terms document is often prepared by the commercial managers, and usually requires considerable refinement and clarification by lawyers as the drafting process proceeds. This document lists numerous factors that should be taken in to account for a heads of term document.

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Contracts final certificate

A sample notice of final certificate for use with JCT contracts.

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KPI value chain

Key performance indicators (KPIs) are a fundamental part of a performance management business philosophy and of performance measurement and continuous improvement initiatives. In brief, a KPI is simply an indicator of the status of something deemed to be important. The Value Chain approach separates the activities of the firm into a sequential chain. It represents what an organisation does and the order in which it does it. Activities are usually shown sequentially, although in reality many are consecutive and iterative. This document is an example of a value chain.

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Party walls line of junction notice

A line of junction notice describes the intention to construct a wall either astride or abutting a boundary, which is not presently built upon, or is built upon only to the extent of a simple boundary wall wholly on one party's land. (Minimum notice period is one month).

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Party walls notice of adjacent excavation

The provisions of section 6 of the Party Wall etc. Act 1996 (the Act) are designed to try to avoid the careless destabilising of the foundations to buildings and structures that are in close proximity to a development site. If works will involve excavation of any type (whether or not for foundations), and that excavation falls within certain dimensional parameters in relation to an adjoining building or structure, then notices must be served. This document is a sample notice of adjacent excavation that can be issued in such circumstances.

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Party walls structure notice

A party structure notice, under section 3 of the Party Wall etc. Act 1996, describes the intention to exercise rights, conferred under section 2, to undertake certain works to a party structure and certain limited works to an adjoining owner's independent building (minimum notice period is two months). The required notices must be served on all adjoining owners with an interest in the relevant structures or land. This document is a sample template for such a notice.

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PFI process map

The figure indicates key stages in a typical PFI project, in a diagrammatic form. The process map reduces the PFI process to 14 distinct stages and provides an appropriate framework to capture the opportunities available for the lay practitioner at each stage of the process. The practitioner must be conscious of the fact that there are several variations within the public-sector specific guidance. In principle, however, these all describe the same process.

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PFI typical structure

The typical structure of a PFI project is shown in this document. It has been annotated to indicate where there is opportunity for the provision of professional consultancy services. There is scope for the practitioner to provide professional consultancy services to the public-sector purchaser of the service; the private-sector operator (the private-sector provider); and the funders or investors in the project company.

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PPC 2000 process

PPC 2000 is the first standard form of project partnering contract. It is published by the Association of Consultant Architects and was launched by Sir John Egan, chairman of the Construction Task Force, in September 2000 when he described it as 'a blow for freedom'. This diagram shows the process involved in PPC 2000.

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Contracts certificate of practical completion

A sample notice of practical completion for use with JCT contracts.

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Process for scanning documentation

Potential process for scanning documentation as part of a electronic document management approach.

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Recognition of existence of a binding contract

Letters recognising the existence of a binding contract between the parties may be used to execute the contract before the formalities of copying, binding and signing the contract have been completed. A letter recognising the existence of a binding contract has similar effects to the execution of the contract itself. If the contract is repudiated after such a letter is in place, but before the contract itself has been signed, the employer will be liable for loss of profit by the contractor on the outstanding works. This is a sample form of letter recognising the existence of a binding contract.

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Rights of light application for a certificate under section 2 of the Rights of Light Act 1959

The subject of rights to light concerns the assessment of whether a proposed obstruction (for example, an additional storey on a building) is likely to interfere materially with a neighbour's easement of light. If time is a critical factor (if, for example, the dominant owner's windows are just on the point of attaining their prescriptive right to light), a temporary certificate can be requested as a matter of urgency. This is a letter that can be used to apply for such a certificate.

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Rights of light registration of obstruction notice

The subject of rights to light concerns the assessment of whether a proposed obstruction (for example, an additional storey on a building) is likely to interfere materially with a neighbour's easement of light. A servient owner can prevent a dominant owner from acquiring a right to light to the dominant owner's windows over the servient owner's land by erecting an opaque structure in front of the dominant owner's windows. However, these can be difficult to erect and may require planning permission. A better alternative is often to create a notional obstruction by registering a light obstruction notice under section 2 (1) of the Rights of Light Act 1959. The light notice can be registered with the local authority as a local land charge for a period of one year. This is a form for registering such a notional instruction.

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Contracts certificate of making good defects

A sample certificate of making good defects for use with JCT contracts.

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Whole life costing - Worked example 2 table

The whole life cost (WLC) of an asset is defined as the present value of the total cost of that asset over its operating life (including initial capital cost, maintenance and replacement cost, energy cost and the cost or benefit of the eventual disposal of the asset at the end of its life). Whole life costing techniques can be used to evaluate options at the elemental, component and total building levels. For example, during the design process, it may be appropriate to compare window-cleaning access options or alternative heating solutions. At the initial design stage, a whole life comparison of building refurbishment against demolition and new build would recognise the life-cycle efficiencies of the latter, and could be crucial to efforts to establish the correct way forward. Examples of each of these option appraisal calculations are included in this table and the other two parts of the worked example.

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Whole life costing - Worked example 1 table

The whole life cost (WLC) of an asset is defined as the present value of the total cost of that asset over its operating life (including initial capital cost, maintenance and replacement cost, energy cost and the cost or benefit of the eventual disposal of the asset at the end of its life). Whole life costing techniques can be used to evaluate options at the elemental, component and total building levels. For example, during the design process, it may be appropriate to compare window-cleaning access options or alternative heating solutions. At the initial design stage, a whole life comparison of building refurbishment against demolition and new build would recognise the life-cycle efficiencies of the latter, and could be crucial to efforts to establish the correct way forward. Examples of each of these option appraisal calculations are included in this table and the other two parts of the worked example.

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Contaminated land liabilities agreement

Schedule for an agreement on liability for remediation under Part IIA EPA. Two parties may wish to agree between themselves how they wish to apportion any liability for contamination. Any such agreement will be honoured by the authority, and all its decisions regarding liability will be taken with the intention of effecting the agreement.

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Conveyancing enquiries of seller

Sample enquiries for the seller during residential or commercial conveyancing.

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Environmental impact assessment checklist

An Environmental Impact Assessment (EIA) is a process used to anticipate the environmental consequences of a development before planning permission is granted. This sort of assessment is required for certain projects defined under EU regulations. The process involves determining whether an EIA is required for the project (screening) and deciding which issues should be assessed (scoping), before completing the assessment process. This is a list of contents that could appear in such an assessment.

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Memorandum of agreement for the appointment of an expert environmental consultant

Environmental investigations and audits have for some time been a growth area and the number of consultancies has mushroomed. There are now over 400 consultancies in the UK. There are a wide variety of consultancies available, ranging from the very common, small domestic consultancy (turnover ?100,000 or less) at one end of the market, to UK divisions of large foreign engineering and environmental consultancies at the other. Firms of chartered surveyors can now achieve specialisms as chartered environmental surveyors offering environmental expertise with an understanding of property as well as environmental issues. In addition, many of the UK engineering companies have set up dedicated divisions within their overall operating structure to provide these services. This document is a sample template for a memorandum of agreement for the appointment of an expert environmental consultant.

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Risk assessment methodology

Assessing the risk of a process or project on the environment is a prerequisite to managing those risks. There are a great number of risk assessment models of varying complexity. This is a sample risk assessment methodology.

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Work programme for sustainability appraisal

The aim of sustainability assessment is to demonstrate how a particular development proposal will meet the goals of sustainable development. The scope, detail and content of a sustainability assessment will vary from case to case depending upon the size of the proposed development and the extent of the expected impacts. The information required for the assessment should include a description of the proposal, a site analysis, detail of the significant effects and any appropriate solutions or mitigation measures to offset adverse impacts. This form provides a schedule of activities which are required to meet the assessment measures of each of the typical sustainability criteria, covering environmental, economic and social criteria.

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PFI scope for the provision of professional consultancy services

The key requirements and deliverables for the parties in a PFI are summarised in this table: Scope for the provision of professional consultancy services at key stages of the PFI process. The requirement from the perspective of the purchaser (the client body) is distinguished from that of the private-sector provider (PSP, or operator), as there is a marked difference between the two. The principal opportunities for the practitioner from both perspectives have been identified where relevant.

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Property insurance claim form

A document giving an example of a claim form for property insurance. The form is copyright Layton Blackham Insurance Brokers and is reproduced here with permission.

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Whole life costing - Worked example 3 tables

The whole life cost (WLC) of an asset is defined as the present value of the total cost of that asset over its operating life (including initial capital cost, maintenance and replacement cost, energy cost and the cost or benefit of the eventual disposal of the asset at the end of its life). Whole life costing techniques can be used to evaluate options at the elemental, component and total building levels. For example, during the design process, it may be appropriate to compare window-cleaning access options or alternative heating solutions. At the initial design stage, a whole life comparison of building refurbishment against demolition and new build would recognise the life-cycle efficiencies of the latter, and could be crucial to efforts to establish the correct way forward. Examples of each of these option appraisal calculations are included in this table and the other two parts of the worked example.

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Whole life costing - Discount factor tables

The whole life costing (WLC) technique is concerned with the assessment of the time stream of costs and revenues that will flow throughout the life of a construction project option. As 'money today' has a different value to 'money tomorrow' or 'money in 10 years' time', a technique has to be adopted that will express future costs or revenues in present values for comparative purposes. The process of converting 'future money' to 'present money' is called 'discounting'. Discounting involves establishing the discount rate to be used. In making a decision on a discount rate for a particular project, some judgment will need to be exercised about the degree of risk return (interest) and the likely levels of future inflation rates. These tables provide assistance in calculating the discount rate and are taken from pages 45-47 in Part 2, section 2 of the old Surveyor's Construction Handbook.

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RICS Building Surveyor Services

The RICS Building Surveyor Services support the RICS Forms of Consultant's Appointment and provide co-ordinated lists of core and supplementary tasks to be allocated to and undertaken by the Building Surveyor as part of the overall Project. Their coverage includes construction, building and measured surveys, asset management, insurance, feasibility, property and landlord & tenant issues. As a subscriber you can either download this document in PDF format or you can complete it using our new software at www.isurvforms.com (this will incur an additional charge). If you are not an isurv subscriber you will not be able to download the PDF below, but you can still complete the form online at www.isurvforms.com.

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RICS Quantity Surveyor Services

The RICS Quantity Surveyor Services support the RICS Forms of Consultant's Appointment and provide co-ordinated lists of core and supplementary tasks to be allocated to and undertaken by the Quantity Surveyor as part of the overall Project. Their coverage includes work stages based around the RIBA Outline Plan of Work 2007 (Preparation, Design, Pre-Construction, Construction and Use). As a subscriber you can either download this document in PDF format or you can complete it using our new software at www.isurvforms.com (this will incur an additional charge). If you are not an isurv subscriber you will not be able to download the PDF below, but you can still complete the form online at www.isurvforms.com.

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RICS CDM Co-ordinator Services

The RICS CDM Co-ordinator Services support the RICS Forms of Consultant's Appointment and provide co-ordinated lists of core and supplementary tasks to be allocated to and undertaken by the CDM Co-ordinator. Their coverage includes work stages based around the RIBA Outline Plan of Work 2007 (Preparation, Design, Pre-Construction, Construction and Use). As a subscriber you can either download this document in PDF format or you can complete it using our new software at www.isurvforms.com (this will incur an additional charge). If you are not an isurv subscriber you will not be able to download the PDF below, but you can still complete the form online at www.isurvforms.com.

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RICS Employer's Agent Services

The RICS Employer's Agent Services support the RICS Forms of Consultant's Appointment and provide co-ordinated lists of core and supplementary tasks to be allocated to and undertaken by the Employer's Agent as part of the overall Project. Their coverage includes work stages based around the RIBA Outline Plan of Work 2007 (Preparation, Design, Pre-Construction, Construction and Use). As a subscriber you can either download this document in PDF format or you can complete it using our new software at www.isurvforms.com (this will incur an additional charge). If you are not an isurv subscriber you will not be able to download the PDF below, but you can still complete the form online at www.isurvforms.com.

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RICS Project Monitor Services

The RICS Project Monitor Services support the RICS Short Form of Consultant's Appointment and provide co-ordinated lists of core and supplementary tasks to be allocated to and undertaken by the Project Monitor as part of the overall Project. Their coverage includes initial audit reporting, progress reporting and completion reporting. As a subscriber you can either download this document in PDF format or you can complete it using our new software at www.isurvforms.com (this will incur an additional charge). If you are not an isurv subscriber you will not be able to download the PDF below, but you can still complete the form online at www.isurvforms.com.

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RICS Project Manager Services

The RICS Project Manager Services support the RICS Forms of Consultant's Appointment and provide co-ordinated lists of core and supplementary tasks to be allocated to and undertaken by the Project Manager as part of the overall Project. Their coverage includes work stages based around the RIBA Outline Plan of Work 2007 (Preparation, Design, Pre-Construction, Construction and Use). As a subscriber you can either download this document in PDF format or you can complete it using our new software at www.isurvforms.com (this will incur an additional charge). If you are not an isurv subscriber you will not be able to download the PDF below, but you can still complete the form online at www.isurvforms.com.

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RICS Standard Form of Consultant's Appointment

The RICS Standard Form of Consultant's Appointment is suitable for use in relation to projects of any size or value. The default positions provide a practical balance of risk between the client and the consultant, removing any ambiguity about the consultant's scope of service and contractual liabilities. As a subscriber you can either download this document in PDF format or you can complete it using our new software at www.isurvproforms.com (this will incur an additional charge). If you are not an isurv subscriber you will not be able to download the PDF below, but you can still complete the form online at www.isurvproforms.com.

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RICS Short Form of Consultant's Appointment

The RICS Short Form of Consultant's Appointment is appropriate where the services and project are more straightforward. The default positions in the Appointment Forms provide a practical balance of risk between the client and consultant, removing any ambiguity about the consultant's scope of service and contractual liabilities. As a subscriber you can either download this document in PDF format or you can complete it using our new software at www.isurvforms.com (this will incur an additional charge). If you are not an isurv subscriber you will not be able to download the PDF below, but you can still complete the form online at www.isurvforms.com.

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RICS Standard Form of Consultant's Appointment (Explanatory Notes)

These explanatory notes are a short introduction and explanation of the RICS Appointment forms. They are not part of the Appointment nor a substitute for professional advice and should not be relied on as a substitute for professional advice.

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Scott schedule

A major feature of defects claims litigation is the Scott Schedule. This can be a particularly useful way of establishing the linkage between cause and effect in any given set of circumstances. This is a typical Scott Schedule providing the landlord's item-by-item claim schedule and the tenant's item-by-item response. A completed example is also given for reference (from Appendix D of the Dilapidations guidance note).

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Schedule of dilapidations

The schedule of dilapidations is an extremely important document which, if proven, inevitably has a significant impact on the party receiving the claim. This is usually a tenant but not in every case. It is a document that will be put in front of the court should legal proceedings follow and upon which a claim will be based. Taken from the sixth edition of the RICS Dilapidations guidance note, this is a sample schedule of dilapidations. The completed example is taken from the fifth edition of the RICS Dilapidations guidance note.

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Access Statement example

Access Statements should be prepared at the planning stage and will need to be submitted for both planning purposes and then subsequently developed for submission with the Building Regulation application. The actual requirement to submit an Access Statement to Building Control will largely depend upon the local enforcing authority. This example Access Statement can be used to develop your own Access Statement.

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Project monitor drawdown letter

The project monitor will frequently be required to provide a recommendation to the bank or fund on the drawdown of development expenditure. Typically the developer will submit a drawdown request including a cumulative summary of costs incurred to date together with supporting documentation i.e. architect's certificates, fee invoices, etc. The project monitor should review and check the drawdown request by comparing it with the cashflow forecast and any budgets or cost plans provided in the development agreement or in the initial audit report. It is important that the project monitor advises the client if any budgets or cost plans have been, or are like to be, exceeded. At the end of this exercise the project monitor should make a payment recommendation to the bank or fund based on the information received. This document is a sample letter making such a recommendation.

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Project monitor initial audit report

The initial audit report provides the opportunity for the project monitor to fully acquaint itself with the proposed scheme. Once complete, the report should provide a complete picture of the project including the desired specification, design brief and constraints: the development appraisal and associated cost build-ups; the design and construction programmes; and the design and construction team. Using its experience, the project monitor will then be able to advise the bank or fund on the risks associated with the project and fully appreciate the consequences of variations or changes, as they arise. This is a sample initial audit report.

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Project monitor initial report format

The initial audit report provides the opportunity for the project monitor to fully acquaint itself with the proposed scheme. Once complete, the report should provide a complete picture of the project including the desired specification, design brief and constraints: • the development appraisal and associated cost build-ups; • the design and construction programmes; and • the design and construction team. Using its experience, the project monitor will then be able to advise the bank or fund on the risks associated with the project and fully appreciate the consequences of variations or changes, as they arise. This is an example of the format for the initial audit report.

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Project monitor instruction letter

It is particularly important that the role of the project monitor is clearly understood by both the bank or fund and the developer. This will allow the project monitor to carry out its role in an effective manner and make a positive contribution to the development team as a whole. This is a sample letter for instructing a project monitor on their role.

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Project monitor schedule of surveying services

An example schedule of surveying services for project monitors, to allow them to determine practical completion.

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Residential valuation data card

In residential valuation it is necessary to pick comparable properties to judge the subject property against. Ideally, these will be similar styled property of a similar size in the same road. This data card is for keeping a record of information on such properties. This document template is provided as a sample only. It is the user’s responsibility to check and adapt this as necessary to suit the particular instruction and prevailing circumstances.

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Residential valuation instruction and site notes

The data that needs to be collected on inspection helps the valuer form a view of the nature of the product and what evidence is required to prove the value. This form allows the valuer to collate the necessary information from an inspection. Legislation and regulations change frequently. These site notes formed a good benchmark when posted in September 2010 but will need to be checked to reflect such changes. They will be updated periodically and the date given of the last update. This document template is provided as a sample only. It is the user’s responsibility to check and adapt this as necessary to suit the particular instruction and prevailing circumstances.

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APC Diary

Template for an APC diary page. Candidates are obliged to keep a record in a diary to show how their day-to-day training and experience is being built up.

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APC counsellor's progress report

A template for the APC counsellor's progress report (to be completed every six months). This form need not be submitted to RICS, but may be requested in certain circumstances.

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APC supervisor's progress report

A template for the APC supervisor's progress report (to be completed every three months). This form need not be submitted to RICS, but may be requested in certain circumstances.

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Independent expert procedural instructions

Third-party independent surveyors are often used as independent experts in helping to settle rent review disputes. The document below is a template that could be sent to the two other parties detailing the surveyors role and what is expected of them, including Statement of Agreed Facts, agreed schedule of comparable evidence, submissions and counter-submissions.

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APC resume template

A template for the resume required as part of the APC final assessment submission.

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Arbitration directions

Sample template of an order for directions for rent review arbitration. It is helpful if, prior to a preliminary arbitration meeting, the third party sends to both parties suggested draft directions. This will allow the parties to be better prepared for discussions at the preliminary meeting and will give them the opportunity to have agreed as much as possible between themselves before the meeting.

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APC pathway workbooks

These excel workbooks provide templates for APC final assessment submissions. When you have downloaded the Excel workbook for your particular APC pathway you should read the 'Getting Started Guide' contained within the templates. This guide details how the templates work, and how they should be completed. Each template also has in-built help functions, indicated by question marks, to assist you as you complete them. Please note RICS does not offer technical support for these workbooks, if an error occurs with the workbook please download a new version. When completing the templates please also save them on a regular basis.

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Site waste management plan

A key tool in achieving effective waste management and minimisation is through the implementation of a site waste management plan, which for some sites is a legal obligation. The form below is a sample form for such a waste management plan.

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Notice to defer commencement of works

If the employer fails to afford possession of the site on the agreed date (or within a reasonable time), the contract may expressly provide for the consequences of such failure. For example, clause 2.5 of the JCT 2005 Standard Form of Building Contract (if stated to apply), permits the employer to defer giving possession of the site for a period not exceeding six weeks calculated from the relevant 'Date of Possession' provided for in the contract. This is a template for a notice to defer commencement of works.

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Instruction to proceed commencement of works

Construction information is vital to all projects and virtually impossible to construct a project without. An information request schedule is a two column document detailing the information required by the contractor, along with a corresponding date indicating when that information is to be provided.

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Confirmation of verbal instruction

A sample template for confirmation of verbal instruction. Under the JCT 2005 Standard Building Contract there is the facility for instructions to be issued orally by the architect/contract administrator as well as in writing. In this situation the contractor is to confirm the oral instruction (more commonly referred to as a verbal instruction) to the architect/contract administrator within seven days of receiving the verbal instruction. If the architect/contract administrator does not dissent from that confirmation within seven days from receipt of the written confirmation, the instruction then takes effect (as confirmed under clause 3.12.2). Oral confirmation sheets (also referred to as confirmation of verbal instruction, or CVI sheets) are frequently used by contractors operating under this (and similar forms of contract).

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Information release schedule

Construction information is vital to all projects and virtually impossible to construct a project without. An information release schedule is a two column document detailing what information needs to be provided, along with a corresponding date indicating when that information is to be provided.

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Information request schedule

Construction information is vital to all projects and virtually impossible to construct a project without. An information request schedule is a two column document detailing the information required by the contractor, along with a corresponding date indicating when that information is to be provided.

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Request for information

Due to the regular need to seek further information/instructions, contractors will normally operate a system of request for information sheets in conjunction with an information request schedule. Request for information sheets (commonly referred to as RFI sheets) will normally detail a particular and precise piece of information needed (e.g. the thickness of door D101) and will state the latest date when that information is to be provided. When raised, the request for information sheets are recorded on and added to the information request schedule. This is a sample request for information sheet.

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Client briefing letter

A sample template briefing letter for contract administrators to send to clients.

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Outline risk register

The risk register is a means of recording the results of the earlier phases of the risk management process in a structured form and provides a document for monitoring changes in later stages of the project life cycle. The register assesses risk severity before and after initial mitigation responses are applied. This is a sample form with an example that can be used for recording risks.

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Project programme, cost plan and developer's specification (samples)

Samples of the project programme, cost plan and developer's specification.

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Scope of works template

It is worth setting out the parameters or expectations for a design depending on the project need. This could be from an architectural or technical perspective. For example, the scheme may be a landmark project making design quality paramount. Alternatively a hospital could be more functional in appearance but would have its own very specific technical requirements. If known, the scope should be identified, which may be a simple point list as demonstrated in this form.

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Contracts notice of determination

A sample notice of determination for use with JCT contracts.

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Contracts extension of time

A sample notice of extension of time for use with JCT contracts.

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Contracts certificate of non-completion

A sample notice of non-completion for use with JCT Intermediate and Standard contracts.

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Contracts statement of retention values

A sample statement of retention values for use with JCT intermediate and Design and build contracts.

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Contracts notice of intention to withhold sums

A sample notice of intention for the release of sums being withheld for use with JCT contracts.

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Contracts notice of release of sums being withheld

A sample notice of release of sums being withheld for use with JCT Design and build contracts.

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Contracts notice of intention to determine

A sample notice of intention to determine for use with JCT contracts.

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Contracts instruction

A sample notice of instruction for use with JCT contracts.

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Contracts valuation form

A sample valuation form for use with JCT contracts.

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Contracts certificate for payment

A sample certificate for payment for use with JCT contracts.

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Contracts site direction

A sample notice for site direction for use with JCT contracts.

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Contracts notice of dispute

A sample notice of dispute for use with JCT contracts.

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Contracts instruction to proceed

A sample letter of instruction to proceed for construction contracts. The contractor's obligation with regard to the commencement of the works to be undertaken and the employer's obligation with regard to affording possession of the site to allow such on-site commencement is usually governed by the express terms of the (usually written) contract.

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Contracts notice to defer commencement

A sample letter of instruction to proceed for construction contracts. If the contract stipulates an agreed commencement date or date of possession, the employer must give the contractor possession of the site on the agreed date. If no date is specified, there will be an implied term that the site will be handed over to the contractor within a reasonable time of signing the contract. If the employer fails to afford possession of the site on the agreed date (or within a reasonable time), the contract may expressly provide for the consequences of such failure. For example, clause 2.5 of the JCT 2005 Standard Form of Building Contract (if stated to apply), permits the employer to defer giving possession of the site for a period not exceeding six weeks calculated from the relevant 'Date of Possession' provided for in the contract. Such a provision will prevent the employer from being in breach of contract and liable to damages, but the contractor will have alternative remedies which will be found in clause 2.29.3 (extensions of time) and clause 4.24 (loss and expense).

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Tenancy deposit protection certificate

Not all tenancy deposit schemes automatically provide tenants with all the necessary information to comply with regulation 2 of SI 2007/797. Notably, the DPS scheme leaves it to the landlord to supply a substantial amount of this information, and most particularly the information required by reg. 2(g). This is a potential minefield for landlords who have properly registered their deposits and may believe that they are fully compliant with TDP. Many of these landlords have failed to provide appropriate prescribed information to the tenant and they will therefore find themselves in violation of the law in relation to TDP, and subject to the penalties set out below. This form will fill in the gaps left by the DPS scheme and thereby satisfy the requirements of reg. 2.

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Types of application to the Residential Property Tribunal

There are very many circumstances where an individual may be aggrieved by the action of their local housing authority (for instance, if the authority refuses to grant an HMO licence), and in most cases the Housing Act 2004 gives a right of appeal to a Residential Property Tribunal (RPT). This is the name given to a long-established body, the Rent Assessment Committee, when it is 'sitting as' an RPT - that is, when it is dealing with one of the matters described in the following pages. An RPT consists of one chair, who will usually be legally qualified, together with one or two additional members (called wing members because they sit on either side of the chair), who will usually have experience of property management or valuation. As well as appeals against various decisions by the local housing authority, there are many other circumstances where an individual or the authority may wish to obtain a decision from the RPT. This document lists the types of application that can be made to the Residential Property Tribunal when appealing the actions of a local housing authority. It provides details of who may appeal, the documentation required and the time limits for applying.

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Traditional possession proceedings

The eviction of a tenant, usually for rent arrears, can be a difficult and stressful process, not least because it is a complex and bureaucratic procedure. This is a flow chart showing the steps involved in such a repossession.

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Accelerated possession proceedings

A flowchart showing the stages of accelerated possession proceedings. Beginning with an expired section 21 notice, through court orders and hearings, to recovering possession.

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House diagram

An understanding of the structure and elements of a property is important when buying. This annotated house diagram will help you to identify the main features of a property.

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Mediation agreement

Mediation is an alternative method of dispute resolution. It can be used as an additional tool to those currently available in the planning system: consultation, negotiation, appeals and judicial review. This is a template agreement between two parties to enter in to mediation. As a subscriber you can either download this document in PDF format or you can complete it using our software at www.isurvforms.com (this will incur an additional charge). If you are not an isurv subscriber you will not be able to download the PDF below, but you can still complete the form online at www.isurvforms.com.

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Section 8 notice

Possession actions for a Housing Act tenancy must begin by serving a notice on the tenant. These notices are set out by the Act itself. While a section 21 notice can be used to bring a tenancy to an end at the end of the fixed term there is a separate form of notice to be used for any breach of the terms of an assured or assured shorthold tenancy, including non-payment of rent. This is a notice under section 8 of the Housing Act 1988. This notice must cite one or more of the 17 grounds for possession set out in schedule 2 of the Act. A section 8 notice must be substantially in the form prescribed by the Assured Tenancies and Agricultural Occupancies (Forms) Regulations 1988 otherwise it will not be valid. The link below is to a Word document of the prescribed form available from Communities and Local Government. The form is titled 'Form No.3: Notice seeking possession of a property let on an Assured Tenancy or an Assured Agricultural Occupancy'.

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Section 13 notice

In a tenancy which falls under the Housing Act 1988 there are statutory processes for increasing the rent. This is provided by section 13 of the Act and the accompanying notice. It is important to understand the purpose of the section 13 procedure. It is intended to allow landlords to have a means of increasing rent during periodic tenancies. It is not available to use during the fixed term of the tenancy. It was envisaged that this would be important as the Housing Act 1988 specifically allows for periodic tenancies to occur and continue for substantial time periods. However, the process is specifically subject to certain controls to prevent landlords getting rid of tenants by massively increasing the rent. This control process is the right for the tenant to refer the rent proposed by the section 13 notice to a Rent Assessment Committee (RAC) for them to determine whether that rent is a fair market rent for the property. A notice under section 13 has a prescribed form and must be filled in accurately. The notice must give the tenant not less than one month's notice (or one period of the tenancy if this is longer). The notice must also expire at the beginning of a period of the tenancy, which should be the day the rent is due. The link below is to a Word document of the prescribed form available from Communities and Local Government. The form is titled 'Form No.4B: Landlord's notice proposing a new rent under an Assured Periodic Tenancy of premises situated in England'.

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Associate competency achievement planner

Use this template to identify when you plan to achieve the competencies for your chosen pathway.

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Associate competency monitoring table

Use this template to determine how you plan to achieve the competencies throughout your structured training and any further actions required.

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Identity verification form

All estate agents are legally obliged (according to the Money Laundering Regulations 2007) to obtain evidence of a person's identity before they are able to proceed to market a property, agree a sale or exchange contracts and complete a transaction (whether or not a mortgage is required to finance the move). This form can be used to record the details of the evidence and confirm that the necessary checks have been made.

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Inventory disclaimers sample document

A disclaimers page should appear at the front of the inventory. It provides details about the scope of the inventory, what it contains and what it does not cover. This document provides sample disclaimers.

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Precedent deed of assignment of debt

An outline form for an assignment of debt in Party Wall disputes. Where the paying owner fails to meet his obligation, this leaves the surveyor in the uncomfortable position of having to bring proceedings against his appointing owner to recover his fees. There is, however, a simple solution. s.17 Party Wall etc. Act provides that sums due under an award are a debt. Debts are a kind of legal property called a "chose in action", which may be transferred, or "assigned", by the creditor to another person under s.136 of the Law of Property Act 1925. Therefore, all a surveyor needs to do in order to recover a sum of money payable under an award is to take an assignment of it from his appointing owner.

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Precedent notification of assignment of debt

An outline form for notification of an assignment of debt in Party Wall disputes. Where the paying owner fails to meet his obligation, this leaves the surveyor in the uncomfortable position of having to bring proceedings against his appointing owner to recover his fees. There is, however, a simple solution. s.17 Party Wall etc. Act provides that sums due under an award are a debt. Debts are a kind of legal property called a "chose in action", which may be transferred, or "assigned", by the creditor to another person under s.136 of the Law of Property Act 1925. Therefore, all a surveyor needs to do in order to recover a sum of money payable under an award is to take an assignment of it from his appointing owner. Where such an assignment takes place, the person to whom the debt is assigned automatically acquires the legal remedies that were available to the original creditor, which include the right to bring proceedings in the Magistrates' Court.

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Precedent party wall complaint

An outline form for a party wall complaint. The complaint is a brief summary of the facts on which the case is based, and the statute under which the complaint is made, that is the Party Wall etc. Act 1996.

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Precedent summons

An example summons that could be used in Party Wall disputes. Once the complaint is made a magistrate, or a justices' clerk, may issue a summons (s.51 MCA) requiring the defendant to attend the court to answer (i.e. defend) the complaint. The summons will briefly state the facts of the complaint (usually almost word-for-word) and give a time and date at which the defendant is required to appear to answer the complaint (r.98(2) MCR).

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Credit check request for residential tenants

It is important to check the ability of any prospective tenant to afford the rent. Use this form to provide details of the tenant to an external credit checking agency.

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Reference request letters for residential tenants

All agents should carry out some form of check into the reliability of any prospective tenant to obey the terms of the tenancy agreement. Use these reference request letters to obtain information from parties who have knowledge of the tenant, including employers and previous landlords. A general letter is available too.

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Tenancy application reference form

Letting agents are under an obligation to ensure that a tenant is solvent. Obtaining proof of identity, employment history and references will allow the agent to build up a picture of the prospective tenant's circumstances. Use this form to obtain the information needed from tenants in order to set up the tenancy.

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Seller's enquiry form

When securing instructions from a seller, agents should obtain detailed information on the property, for example details of work carried out, services, fixtures and fittings and, in the case of leasehold properties, service charge details. Use this form to obtain the information needed from a seller in order to effectively market and sell a property.

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Dealing with noise and nuisance infosheet

Noise and nuisance are common problems for property owners and occupiers and can be particularly challenging where a property is let. This info sheet provides a summary of the problem and the available remedies. It is intended as a refresher document for an agent but can also be a useful reference document for landlords and tenants.

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Complaints log template

RICS-regulated firms must operate a complaints handling procedure and maintain a complaints log. The log will assist your firm in its management of complaints and in making improvements to your procedures based on the complaints pattern identified. Use this template to develop a suitable complaints logging procedure.

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RICS HomeBuyer Report 2010

The RICS HomeBuyer Report 2010 (HBR) practice note has been effective since 1 January 2011, replacing the RICS HomeBuyer Report 2009 practice note. The HBR 2010 is delivered under copyright licence from RICS. The RICS Home Surveys licence scheme is open to members of the RICS with the necessary qualifications and experience. NB: Since 30 April 2011 it has been mandatory for every surveyor producing the RICS HomeBuyer Report (HBR) to be registered with the RICS Valuer Registration Scheme.

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RICS Condition Report 2010

The RICS Condition Report offers a concise overview of the condition of a property, complementing a mortgage valuation. The report provides a brief description of the construction and condition of a property, highlighting any major risks and legal issues. The RICS Condition Report does not include a market valuation, reinstatement cost, or repairs or maintenance advice. To deliver the report, members must join the RICS Condition Report copyright licence scheme.

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Service charge detailed expenditure report

An example of a detailed expenditure report for service charges, split into management, utilities, soft services, hard services, income, insurance and exceptional expenditure.

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Landlord's surveyor's service charge certificate

An example of a surveyor's service charge certificate, split into management, utilities, soft services, hard services, income, insurance and exceptional expenditure.

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Service charge variance report

An example of a service charge variance report, split into management, utilities, soft services, hard services, income, insurance and exceptional expenditure.

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Mediation agreement template

This is a template agreement between two parties to enter in to mediation. Mediation is an alternative method of dispute resolution. Mediation can be used as an additional tool to those currently available in a whole variety of surveying contexts; for example disputes about construction, landlord and tenant, rights of light, boundaries, valuation, compulsory purchase orders and in the planning system. The template is available from the RICS Dispute Resolution Service. As a subscriber you can either download this document in PDF format or you can complete it using our new software at isurv ProForms (this will incur an additional charge). If you are not an isurv subscriber you will not be able to download the PDF below, but you can still complete the form online at isurv ProForms.

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Settlement agreement template

Where parties to a negotiation or ADR procedure come to a settlement, they should record its terms in a settlement agreement. This agreement is formal evidence that the parties have concluded terms of settlement. It avoids potential disputes as to the contents of any 'without prejudice' discussions and the terms of any agreement reached. Mediators are not encouraged to participate in drafting the settlement agreement. This is even more true of the RICS Accredited Mediator who may not have a legal background, even though he or she may be experienced in the type of dispute being mediated. Where parties have legal representation their lawyer should draft the agreement. If that is not the case they should aim to settle the agreement themselves, at least as heads of agreement, and have a lawyer provide additional details as necessary. The template is available from the RICS Dispute Resolution Service. As a subscriber you can either download this document in PDF format or you can complete it using our software at isurv ProForms (this will incur an additional charge). If you are not an isurv subscriber you will not be able to download the PDF below, but you can still complete the form online at isurv ProForms.

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HMRC: SDLT 46 - Notice of appeal Stamp Duty Land Tax

If you send your Land Transaction Return in late - more than 30 days after the deal is effective - there will be a penalty. Use form SLDT46 to appeal against the penalty.

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HMRC: SDLT 1 - Land Transaction Return

Sample Land Transaction Return form. Please note: This form cannot be printed out and used, as each form has a unique barcode.

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HMRC: AAG6 (SDLT) - Disclosure of SDLT avoidance scheme - notification of scheme reference number

A form for providing scheme reference numbers to users of notifiable Stamp Duty Land Tax arrangements.

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BPF: CPSE.1 (version 2.0) General pre-contract enquiries for all commercial property transactions

CPSE.1 is part of the Commercial Property Standard Enquiries suite of documents, prepared by members of the London Property Support Lawyers Group and endorsed by the British Property Federation.

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BPF: CPSE.2 (version 2.0) Supplemental pre-contract enquiries for commercial property subject to tenancies

CPSE.2 is part of the Commercial Property Standard Enquiries suite of documents (CPSEs), prepared by firms listed at London Property Support Lawyers Group and endorsed by the British Property Federation.

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BPF: CPSE.3 (version 2.0) Supplemental pre-contract enquiries for commercial property on the grant of a new lease

CPSE.3 is part of the Commercial Property Standard Enquiries suite of documents, prepared by members of the London Property Support Lawyers Group and endorsed by the British Property Federation.

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BPF: CPSE.4 (version 2.0) Supplemental pre-contract enquiries for commercial leasehold property on the assignment of the lease

CPSE.4 is part of the Commercial Property Standard Enquiries suite of documents, prepared by members of the London Property Support Lawyers Group and endorsed by the British Property Federation.

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BPF: RQ (version 2.0) Request for replies to Commercial Property Standard Enquiries

RQ is intended to be used to request replies to pre-contract enquiries where the enquiries used are the Commercial Property Standard Enquiries (the CPSEs).

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BPF: SCR (version 2.0) Solicitor's completion requirements

SCR is part of the Commercial Property Standard Enquiries suite of documents, prepared by members of the London Property Support Lawyers Group and endorsed by the British Property Federation.

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BPF: STER (version 2.0) Solicitor's title and exchange requirements

STER is part of the Commercial Property Standard Enquiries suite of documents (CPSEs), prepared by firms listed at London Property Support Lawyers Group and endorsed by the British Property Federation.

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DRS1: Commercial rent review dispute: application to RICS President for appointment

Application to President of RICS for the appointment of an arbitrator or independent expert on a commercial rent review dispute. If it is not possible to settle a rent review amicably during negotiations, the rent review clause will generally lay down a procedure for the appointment of a third party. Provision will usually be made for the parties to attempt to agree themselves on the identity of a third party, or, in the absence of agreement, to apply to the president of RICS to make the appointment. This is the standard application form for appointment by the president.

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DRS1NI: Commercial Rent Review for Northern Ireland Cases

Application to Chairman of RICS in Northern Ireland for the appointment of an arbitrator or independent expert on a commercial rent review dispute.

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DRS2: Non-Rent Disputes

Application to President of RICS for the appointment of an arbitrator or independent expert on disputes other than commercial rent.

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DRS2C: Adjudicator application

Application for the nomination of an Adjudicator by the President of RICS.

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DRS2M: Mediation

Application for the appointment of a mediator by the President of RICS.

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DRS2SC: Service charge disputes

Application to the President of RICS for the appointment of an independent expert/arbitrator/mediator to determine a service charge dispute.

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DRS2P: Lease renewal disputes (PACT)

Application to the President of RICS for the appointment of an arbitrator or independent expert for a lease renewal dispute.

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DRS2EW: Expert witness

Application to the President of RICS for the appointment of an expert witness (usually a single joint expert).

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DRS2D: Dilapidations disputes

Application to the President of RICS for the appointment of an arbitrator or independent expert on a dilapidations dispute.

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DRS2SB: Small Business Rent Review

Application to the President of RICS for the appointment of an independent expert to determine rent reviews on small businesses.

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DRS2ND: Neighbour Dispute

Application to appoint a neighbour dispute specialist to resolve a neighbour dispute.

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DRS3: Agricultural Rent Review

Application to the President of RICS for the appointment of an arbitrator under the Agricultural Holdings Act 1986 or Agricultural Tenancies Act 1995 to determine a rent review dispute.

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DRS4: Agricultural Non-Rent

Application to the President of RICS for the appointment of an arbitrator under the Agricultural Holdings Act 1986 or Agricultural Tenancies Act 1995 to determine a dispute other than rent review.

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E-tendering: Sample preliminary enquiry - initial letter

E-tendering provides a framework where both clients and tenderers can reduce their costs, remove unnecessary administration and streamline the overall tendering process. This is an initial letter sample for a preliminary enquiry.

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E-tendering: Prequalification document

E-tendering provides a framework where both clients and tenderers can reduce their costs, remove uneccessary administration and streamline the overall tendering process. This prequalification document is a description of works and guidelines for contractor submissions.

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E-tendering: Sample document index and referencing notes

E-tendering provides a framework where both clients and tenderers can reduce their costs, remove unnecessary administration and streamline the overall tendering costs.This sample document index is appropriate for the delivery of tender documents by CD, DVD, or web based systems.

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Model valuation instruction letter for secured lending or disposal of commercial property

The model letter provides a framework within which to tailor an appropriate instruction letter. This letter should be amended as appropriate, for example, where the instruction relates to multiple properties. This document template is provided as a sample only. It is the user’s responsibility to check and adapt this as necessary to suit the particular instruction and prevailing circumstances.

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Tender price appraisal form template

Form for providing price appraisals to clients. Template and PDF with guidance.

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Definition of Prime Cost of Daywork

The Definition of Prime Cost is published by the Royal Institution of Chartered Surveyors and the relevant trade body for convenience and for use by people who choose to use it. Members of the relevant trade body are not in any way debarred from defining Prime Cost and rendering their accounts for work carried out on that basis in any way they choose. Building owners are advised to reach agreement with contractors on the Definition of Prime Cost to be used prior to entering into a contract or sub-contract.

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Complaint acknowledgement letter

A sample Complaint acknowledgement letter setting out the redress procedure for your company.

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Complaints handling procedure

An example of a complaints handling procedure and the format you could use for your own.

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Public procurement Prior information notice

The PDF files of standard public procurement forms below are provided for reference only. Please use eNotices online forms for sending your notices for publication.

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Module A RICS HomeBuyer Report and Building Survey: checklist and site notes (Parts A to D)

This document template provides a set of checklists and site notes to record the detail of an inspection.

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Module B RICS Condition Report: checklist and site notes (Parts A to D)

This document template provides a set of checklists and site notes to record the detail of an inspection.

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Module C RICS Building Survey, HomeBuyer and Condition Report Parts E-H

This template covers checklists and site notes for Parts E-H for the RICS Building Survey, HomeBuyer Report and Condition Report.

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Module D RICS HomeBuyer and Condition Reports room-by-room supplement for Part F

This template provides a checklist for Part F of the reports - the room-by-room supplement.

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Module E RICS HomeBuyer and Condition Reports dictated observations Parts E-H

This template provides thorough checklists for dictation observations during inspections for Parts E-H.

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HomeBuyer Report market valuation analysis

HomeBuyer Report market valuation analysis.

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HomeBuyer and Condition Reports sellers' questionnaire

This questionnaire can be used to collect information from the seller that can prove useful when performing the inspection and writing the report.

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HomeBuyer Report - Checklists and site notes sample

This sample shows a completed set of site notes to illustrate the kind of information and detail that would be appropriate during an inspection.

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Condition Report sample

This sample of a Condition Report shows the kind of information and detail that needs to be provided.

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HomeBuyer Report sample

This sample of a HomeBuyer Report shows the kind of information and detail that needs to be provided.

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International procurement Joint venture agreement

Joint venture agreement for use in construction contracts.

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JCT Minor works building contract 2005 and 2011 compared

The 2005 and 2011 versions of the contracts are compared and differences highlighted clearly in the table. This is a quick reference guide to the clauses and articles that have changed, explaining the practical implications of the change. It will become an indispensible tool as you familiarise yourself with these new practices and new contracts.

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JCT Intermediate Building Contract 2005 and 2011 compared

The 2005 and 2011 versions of the contracts are compared and differences highlighted clearly in the table. This is a quick reference guide for the contract which will become an indispensible tool as you familiarise yourself with these new practices and new contracts.

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JCT Design and Build contract 2005 and 2011 compared

The 2005 and 2011 versions of the contracts are compared and differences highlighted clearly in the table. This is a quick reference guide for the contract which will become an indispensible tool as you familiarise yourself with these new practices and new contracts.

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Party walls draft letter of surveyor's statutory appointment and authority

Either of the surveyors or the parties in a party wall procedure may call upon the third surveyor to determine disputed matters. The third surveyor can either act with one of the other two surveyors to make the award or, where a specific matter in dispute is referred to him or her, may make his or her own award. The appointed surveyors should take care to select a third surveyor in whom they have confidence and who has considerable experience in dealing with party wall matters. This document is a template for appointing and authorising the third surveyor.

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Party walls draft letter of solicitor's or chartered surveyor's undertaking for holding security monies

This letter outlines the holding and transfer of security monies under the proposed development from the building owner.

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Party walls line of junction notice acknowledgment

This letter acknowledges a line of junction notice and agrees upon the terms that the notice is under.

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Lease renewal process flowchart

The process for lease renewals in a flowchart.

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Contracts notice of non-completion

A sample notice of non-completion for use with JCT Design and build contracts.

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Contracts Pay less notice

A sample Pay less notice for use with JCT 2011 contracts.

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Contracts recommendation for payment

A sample notice of recommendation for payment for use with JCT 2011 Design and build contracts.

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Contracts statement of practical completion

A sample statement of practical completion for use with JCT 2011 Design and build contracts.

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Funding feasibility appraisal template

An in depth financial feasibility appraisal is important in the initial stages of the project. It is important to show potential how you arrived at each figure. This example will guide you in what should be included.

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Funding risk analysis template

Include a comprehensive risk analysis in your poposal to potential funders so that are aware of all potential risks of the investment. Use the example template below.

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Ska Rating retail good practice measures - energy

Ska comprises 104 good practice measures covering energy, waste, water, pollution, transport, materials, well-being and other activities. For example, when wooden flooring is stripped out it should be sent for reuse to a salvage yard rather than sending it to landfill. For a complete list of measures refer to the good practice guidance. The good practice measures in the energy category (displayed in rank order) are:

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Ska Rating retail good practice measures - materials

Ska comprises 104 good practice measures covering energy, waste, water, pollution, transport, materials, well-being and other activities. For example, when wooden flooring is stripped out it should be sent for reuse to a salvage yard rather than sending it to landfill. For a complete list of measures refer to the good practice guidance. The good practice measures in the materials category (displayed in rank order) are:

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Ska Rating retail good practice measures - other activities

Ska comprises 104 good practice measures covering energy, waste, water, pollution, transport, materials, well-being and other activities. For example, when wooden flooring is stripped out it should be sent for reuse to a salvage yard rather than sending it to landfill. For a complete list of measures refer to the good practice guidance. The good practice measures in the other activities category (displayed in rank order) are:

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Ska Rating retail good practice measures - pollution

Ska comprises 104 good practice measures covering energy, waste, water, pollution, transport, materials, well-being and other activities. For example, when wooden flooring is stripped out it should be sent for reuse to a salvage yard rather than sending it to landfill. For a complete list of measures refer to the good practice guidance. The good practice measures in the pollution category (displayed in rank order) are:

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Ska Rating retail good practice measures - transport

Ska comprises 104 good practice measures covering energy, waste, water, pollution, transport, materials, well-being and other activities. For example, when wooden flooring is stripped out it should be sent for reuse to a salvage yard rather than sending it to landfill. For a complete list of measures refer to the good practice guidance. The good practice measures in the transport category (displayed in rank order) are:

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Ska Rating retail good practice measures - waste

Ska comprises 104 good practice measures covering energy, waste, water, pollution, transport, materials, well-being and other activities. For example, when wooden flooring is stripped out it should be sent for reuse to a salvage yard rather than sending it to landfill. For a complete list of measures refer to the good practice guidance. The good practice measures in the waste category (displayed in rank order) are:

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Ska Rating retail good practice measures - water

Ska comprises 104 good practice measures covering energy, waste, water, pollution, transport, materials, well-being and other activities. For example, when wooden flooring is stripped out it should be sent for reuse to a salvage yard rather than sending it to landfill. For a complete list of measures refer to the good practice guidance. The good practice measures in the water category (displayed in rank order) are:

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Ska Rating retail good practice measures - wellbeing

Ska comprises 104 good practice measures covering energy, waste, water, pollution, transport, materials, well-being and other activities. For example, when wooden flooring is stripped out it should be sent for reuse to a salvage yard rather than sending it to landfill. For a complete list of measures refer to the good practice guidance. The good practice measures in the wellbeing category (displayed in rank order) are:

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Section 5 offer notice

Section 5 requires the landlord to serve an offer notice on the qualifying tenants of the flats contained in the property. Each offer notice must comply with the requirements set out in the subsection of Section 5 that relates to the particular proposed disposal: Section 5A: a proposed contract to create or transfer an estate or interest in land (not applicable to the grant of an option or right of pre-emption); Section 5B: a proposed sale at a public auction to be held in England and Wales; Section 5C: a proposed grant of an option or right of pre-emption; Section 5D: a proposed disposal not made in pursuance of a contract, option or right of pre-emption. Where the disposal is wholly or partly non-monetary, the requirements of Section 5E must be complied with. These document templates are provided as samples only. It is the user's responsibility to check and adapt them as necessary to suit the particular instruction and prevailing circumstances.

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Rent review process flowchart

The process for rent reviews in commercial property in a flowchart.

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Performance bonds form

While there is no industry standard form for performance bonds, one in common circulation and widely used is the Association of British Insurers’ Model Form. Advice should be sought on its use however, as it requires additional drafting to provide the level of protection an employer may require. In its standard form, it does not provide for a call to be made in the event of insolvency which is covered by a contractual provision in the underlying contract.

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RICS Small Business Retail Lease

This lease is has been drafted specifically for high street retail property. It is written in plain English and provides flexible terms for a short term lease (of up to five years) with no rent review. A lease is a binding contract in law and signing a lease on a property is one of the most significant financial commitments that a business can make. As a tenant it is essential that your lease matches your business requirements and that your fully understand all of its terms and conditions. The lease should be read in conjunction with the explanatory notes and the Code for Leasing Business Premises.

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JCT Agreement for Minor Building Works 1998 (PDF)

JCT Agreement for Minor Building Works 1998 (PDF)

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JCT Agreement for Minor Building Works 1998 (Word)

JCT Agreement for Minor Building Works 1998 (Word)

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JCT Intermediate Building Contract 1998 (PDF)

JCT Intermediate Building Contract 1998 (PDF)

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JCT Intermediate Building Contract 1998 (Word)

JCT Intermediate Building Contract 1998 (Word)

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JCT Local Authorities Building Contract 1998 (with approximate quantities) (PDF)

JCT Local Authorities Building Contract 1998 (with approximate quantities) (PDF)

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JCT Local Authorities Building Contract 1998 (with approximate quantities) (Word)

JCT Local Authorities Building Contract 1998 (with approximate quantities) (Word)

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JCT Local Authorities Building Contract 1998 (with quantities) (PDF)

JCT Local Authorities Building Contract 1998 (with quantities) (PDF)

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JCT Local Authorities Building Contract 1998 (with quantities) (Word)

JCT Local Authorities Building Contract 1998 (with quantities) (Word)

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JCT Local Authorities Building Contract 1998 (without quantities) (PDF)

JCT Local Authorities Building Contract 1998 (without quantities) (PDF)

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JCT Local Authorities Building Contract 1998 (without quantities) (Word)

JCT Local Authorities Building Contract 1998 (without quantities) (Word)

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JCT Standard Form of Building Contract 1998 (with approximate quantities) (PDF)

JCT Standard Form of Building Contract 1998 (with approximate quantities)

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JCT Standard Form of Building Contract 1998 (with approximate quantities) (Word)

JCT Standard Form of Building Contract 1998 (with approximate quantities) (Word)

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JCT Standard Form of Building Contract 1998 (with quantities) (PDF)

JCT Standard Form of Building Contract 1998 (with quantities) (PDF)

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JCT Standard Form of Building Contract 1998 (with quantities) (Word)

JCT Standard Form of Building Contract 1998 (with quantities) (Word)

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JCT Standard Form of Building Contract 1998 (without quantities) (PDF)

JCT Standard Form of Building Contract 1998 (without quantities) (PDF)

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JCT Standard Form of Building Contract 1998 (without quantities) (Word)

JCT Standard Form of Building Contract 1998 (without quantities) (Word)

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JCT With Contractors Design 1998 (PDF)

JCT With Contractors Design 1998 (PDF)

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JCT With Contractors Design 1998 (Word)

JCT With Contractors Design 1998 (Word)

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JCT Design and Build Contract 2005 (PDF)

JCT Design and Build Contract 2005 (PDF)

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JCT Design and Build Contract 2005 (Word)

JCT Design and Build Contract 2005 (Word)

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JCT Intermediate Building Contract 2005 (PDF)

JCT Intermediate Building Contract 2005 (PDF)

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JCT Intermediate Building Contract 2005 (Word)

JCT Intermediate Building Contract 2005 (Word)

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JCT Minor Works Building Contract 2005 (PDF)

JCT Minor Works Building Contract 2005 (PDF)

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JCT Minor Works Building Contract 2005 (Word)

JCT Minor Works Building Contract 2005 (Word)

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JCT Intermediate Building Contract With Design 2005 (PDF)

JCT Intermediate Building Contract With Design 2005 (PDF)

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JCT Intermediate Building Contract With Design 2005 (Word)

JCT Intermediate Building Contract With Design 2005 (Word)

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JCT Standard Form of Building Contract 2005 (with approximate quantities) (PDF)

JCT Standard Form of Building Contract 2005 (with approximate quantities) (PDF)

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JCT Standard Form of Building Contract 2005 (with approximate quantities) (Word)

JCT Standard Form of Building Contract 2005 (with approximate quantities) (Word)

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JCT Standard Form of Building Contract 2005 (with quantities) (PDF)

JCT Standard Form of Building Contract 2005 (with quantities) (PDF)

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JCT Standard Form of Building Contract 2005 (with quantities) (Word)

JCT Standard Form of Building Contract 2005 (with quantities) (Word)

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JCT Standard Form of Building Contract 2005 (without quantities) (PDF)

JCT Standard Form of Building Contract 2005 (without quantities) (PDF)

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JCT Standard Form of Building Contract 2005 (without quantities) (Word)

JCT Standard Form of Building Contract 2005 (without quantities) (Word)

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JCT Design and Build Contract 2011 (PDF)

JCT Design and Build Contract 2011 (PDF)

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JCT Design and Build Contract 2011 (Word)

JCT Design and Build Contract 2011 (Word)

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JCT Intermediate Building Contract 2011 (PDF)

JCT Intermediate Building Contract 2011 (PDF)

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JCT Intermediate Building Contract 2011 (Word)

JCT Intermediate Building Contract 2011 (Word)

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JCT Intermediate Building Contract With Design 2011 (PDF)

JCT Intermediate Building Contract With Design 2011 (PDF)

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JCT Intermediate Building Contract With Design 2011 (Word)

JCT Intermediate Building Contract With Design 2011 (PDF)

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JCT Minor Works Building Contract 2011 (PDF)

JCT Minor Works Building Contract 2011 (PDF)

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JCT Minor Works Building Contract 2011 (Word)

JCT Minor Works Building Contract 2011 (Word)

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JCT Minor Works Building Contract With Design 2011 (PDF)

JCT Minor Works Building Contract With Design 2011 (PDF)

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JCT Minor Works Building Contract With Design 2011 (Word)

JCT Minor Works Building Contract With Design 2011 (Word)

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JCT Standard Form of Building Contract 2011 (with approximate quantities) (PDF)

JCT Standard Form of Building Contract 2011 (with approximate quantities) (PDF)

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JCT Standard Form of Building Contract 2011 (with approximate quantities) (Word)

JCT Standard Form of Building Contract 2011 (with approximate quantities) (Word)

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JCT Standard Form of Building Contract 2011 (with quantities) (PDF)

JCT Standard Form of Building Contract 2011 (with quantities) (PDF)

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JCT Standard Form of Building Contract 2011 (with quantities) (Word)

JCT Standard Form of Building Contract 2011 (with quantities) (Word)

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JCT Standard Form of Building Contract 2011 (without quantities) (PDF)

JCT Standard Form of Building Contract 2011 (without quantities) (PDF)

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JCT Standard Form of Building Contract 2011 (without quantities) (Word)

JCT Standard Form of Building Contract 2011 (without quantities) (Word)

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RICS Building Survey report template

This sample of an RICS Building survey shows the kind of information and detail that needs to be provided. To deliver the report, members must join the RICS Building Survey copyright licence scheme.

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RICS Short Form of Consultant's Appointment (Northern Ireland)

The RICS Short Form of Consultant's Appointment is appropriate where the services and project are more straightforward. The default positions in the Appointment Forms provide a practical balance of risk between the client and consultant, removing any ambiguity about the consultant's scope of service and contractual liabilities. This version is updated in line with the Construction Contracts Exclusion Order (Northern Ireland) 2012.

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Risk management process

Communication is critical aspect of the risk management process that should occur at every step of the process among the project team, project stakeholders and contractor team.

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Risk management reponsibilities

A typical responsibility split for a major programme or large project.

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Construction employers claims checklist

Checklist for employers claims against contractors in construction disputes.

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Construction contractors claims checklist

Checklist for contractors claims against employers in construction disputes.

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Construction claims process checklist

Checklist for the process of claims in construction disputes.

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Rights of light - typical information required by an insurer

This download shows some typical information that might be required by an insurer in a rights to light case.

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APC professional development record - example

This example template is provided for you to capture all of your professional development which you have completed during your structured training period and to evidence objectives, reasoning & learning outcomes. Professional development is the systematic maintenance, improvement and broadening of professional knowledge, understanding and skill throughout your career.

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Sample form of rent demand notice (England only)

Since 28 February 2005 any demand for ground rent by a freeholder, or their managing agents, must be made in a ‘prescribed form’ as set out in section 166 of the Commonhold and Leasehold Reform Act 2002. If the ground rent is not demanded in this prescribed form, and completed in accordance with section 166, the leaseholder is not liable to make payment unless, and until, it is properly demanded.

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