Pre-Qualification Structured Learning (PQSLs) Series 0Schedule of ...

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  Pre-Qualification Structured                                      
   Learning (PQSLs) Series 00 
 
         Schedule of Rates  
                   vs.  
         Bills of Quantities 

The Hong Kong Institute of Surveyors

Date: 22 March 2003 [2:00 p.m. to 4:00 p.m.]

By: Mr. Y.C. Chan

 
 
 
 
 

Why Use Bills of Quantities 

Avoid unnecessary effort from multiple contractors to prepare the tender Provide a standard basis for the tender purpose Provide Quality control Assist the tender evaluation Provide rates for valuation of variations Provide the basis for the payment purpose Provide basis for financial reporting/cash flow  
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

BQ  00A quantified and completed list of works       

            describing the full requirements in the

            drawings and specifications. 

SoR 00A schedule listing the works with the

            rates to provide a list of rates

            for the valuation of variations purpose.

 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

BQ  00Quantities form part of the Contract. SoR 00The Quantities do not form part of

             the contract.          

Both can be used to:

               a) buildup the tender/contract sum.

           b) provide a list of rates for the    valuation of variations purpose.

 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

1  Agreement & Schedule of Conditions of Building Contract for use in Hong Kong

(Standard Form of Building Contract) Private Edition

          a) - With Quantities

          b) - Without Quantities

2  General Conditions of Contract for E & M Engineering Works (1999 Edition)

3  General Conditions of Contract for Civil Engineering Works (1999 Edition)

4  General Conditions of Contract for Design and Build Contract (1999 edition)

 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

1a Standard Building Contract (With Quantities) 

    In 00rticles of Agreement00which stated 0000Drawings and Bills of Quantities showing and describing the works to be done to be prepared 000  

     Clause 12 (1)

    The quantity and quality of the work included in the Contract Sum shall be deemed to be that which is set  out in the Contract Bills which Bills unless otherwise expressly stated in respect of any specified item or items shall be deemed to have been prepared in accordance with the principles of the Standard Method of Measurement of Building Works for use in Hong Kong 00/font>

 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

1a Standard Building Contract (With Quantities) 
 

Clause 11 (1) The term 00ariation00 as used in these Conditions shall means the alteration or modification of the design, quality or quantity of the Works as shown upon the Contract Drawings and described by or referred to in the Contract Bills, 00u> Clause 12 (3)

    Any error in description or in quantity in or omission of items from the Contract Bills shall not vitiate this Contract but shall be corrected and deemed to be a variation required by the Architect

 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

1b Standard Building Contract (Without Quantities) 

    In 00rticles of Agreement00which stated 0000Drawings and a Specification marked 0000showing and describing the works to be done to be prepared 000  

Clause 12 (1)

    The quantity and quality of the work included in the Contract Sum shall be deemed to be that which is shown upon the Contract Drawings or described in the Specification, 00/font> 

 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

1b Standard Building Contract (Without Quantities) 

Clause 11 (1)

    The term 00ariation00 as used in these Conditions shall means the alteration or modification of the design, quality or quantity of the Works as shown upon the Contract Drawings and described by or referred to in the Specification 00/font> 

Clause 12 (3)

    Any error in description or in quantity in or omission of items from the Contract Drawings and/or the Specification shall not vitiate this Contract but shall be corrected and deemed to be a variation required by the Architect

 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

2  General Conditions of Contract for E & M Engineering Works (1999 Edition)  

Clause 1

    00ontract00 means the Articles of Agreement, the Tender and the acceptance thereof by the Employer, 00rawings, General Conditions of Contract, Special Conditions of Contract (if any), Specification and priced Schedule of Quantities or Schedule of Rates.

. 
Clause 59 (1)

    The quality and quantity of work included in the Contract Sum is deemed to be that which is shown on the Drawings or described in the Specification. The Contractor shall be deemed to have ascertained the exact quantities before submitting his Tender.

 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

2  General Conditions of Contract for E & M Engineering Works (1999 Edition)  

Clause 59 (2)

    When a Schedule of Quantities is included in the Contract, any error in description or any error in the quantities entered therein or any item omitted therefrom shall not vitiate the Contract nor release the Contractor from the execution of the whole or any part of the Works according to the Drawings and Specification or from any of his obligations or liabilities under the Contract. Only provisional quantities and the quantities for any variation ordered in accordance with Clause 60 shall be remeasured.

 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

2  General Conditions of Contract for E & M Engineering Works (1999 Edition)  

Clause 59 (3)

    There shall be no rectification of any error, omission or wrong estimate in description, quantity or rate inserted by the Contractor in the Schedule of Quantities or Schedule of Rates. 

 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

3  General Conditions of Contract for Civil Engineering Works 

Clause 1

    00ontract00 means the Articles of Agreement, the Tender and the acceptance thereof by the Employer, Drawings, General Conditions of Contract, Special Conditions of Contract if any, Specification and priced Bills of Quantities. 

    "Contract Sum" means the total of the Priced Bills of Quantities at the date of the acceptance of the Tender.  

 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

3  General Conditions of Contract for Civil Engineering Works 

Clause 5 (2) (a) 
00work shown on the Drawings or described in the Specification but not measured in the Bills of Quantities shall be dealt with in accordance with Clause 59;  
Clause 59 (1) 
Except where any statement in the Bills of Quantities expressly shows to the contrary the Bills of Quantities shall be deemed to have been prepared and measurements shall be made according to the procedures set forth in the Method of Measurement stated in the Preamble to the Bills of Quantities.  
 
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

3  General Conditions of Contract for Civil Engineering Works 

Clause 59 (4) (b) 
Should the actual quantity of work executed in respect of any item be substantially greater or less than that stated in the Bills of Quantities (other than an item included in the daywork schedule if any) and if in the opinion of the Engineer such increase or decrease of itself shall render the rate for such item unreasonable or inapplicable, the Engineer shall determine an appropriate increase or decrease of the rate for the item using the Bills of Quantities rate as the basis for such determination and shall notify the Contractor accordingly.  
 
 
 
 

Differences between  
Bills of Quantities (BQ) and Schedule of Rates (SoR) 

4  General Conditions of Contract for Design and Build Contract (1999 edition)  

    Clause 1

    "Contract" means the Articles of Agreement, the Tender and the acceptance thereof by the Employer (including such further agreed documents as may be expressly referred to in or by the same), General Conditions of Contract, Special Conditions of Contract (if any), Employer's Requirements and Contractor's Proposals.  

    "Contract Sum" means the sum referred to in the Contractor's Proposals at the date of the acceptance of the Tender for the execution of the Works.

 
 
 
 
 

How to choose : BQ or SoR ?  

I. Type of Conditions of Contract (CoC) 

     Building Contract with Quantities 
 (1986, 1st Ed, second amendments published July 1999)  
     Building Contract without Quantities 
 (1986, 1st Ed, second amendments published July 1999)   
     General Conditions of Contract for Civil Engineering  Works (1999 edition)  
     General Conditions of Contract for E & M  Engineering Works, (1999 edition)  
     General Conditions of Contract for Design and Build  Works  (1993 edition)  
 
 
 
 

How to choose : BQ or SoR ? 

II. Type of Works 

     Building Works  Civil Works  E&M Works  Fitting Out Works  Soft Landscaping Work  Maintenance Works  
 
 
 
 

How to choose : BQ or SoR ? 

III. Design Requirements in the Contract 
 

     Is contractor00 design required in the contract?  
     What is the extent of the design requirement?  
 
 
 
 

How to choose : BQ or SoR ? 

IV. Size of the Contract

 Small size contract 00/font>

          - Simple

          - Small variances in contract sum

          - Short contract period   

     Large size contract 00/font>

          - Complicated

          - Exposed to more possible variances in contract sum

          - Longer contract period

 
 
 
 
 

How to choose : BQ or SoR ? 

V. Pre-contract Preparation Time Limit 

Bills of Quantities 00

          - Take longer preparation time for all consultants 

Schedule of Rates  00

          - Usually based on drawings not fully detailed.

     - The time required is usually shorter.

 
 
 
 
 

Questions and Answers

 
 
 
 
 

Thank You 

The End

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