Professional Documents
Culture Documents
Practice Problem2009
Practice Problem2009
Practice Problem2009
NOTES TO CANDIDATES
A. Headings to questions are for ease of identification only and do not form part of the
questions.
(1) First day – Questions with varying marks but aggregate mark is 50%
(2) Second day – Questions with varying marks but aggregate mark is 50%
D. The total mark is 100. The overall pass mark is 55. Marks will be assessed to fractions
of one unit.
3. Technical skills: The correct use of measurement principles, prices, discount factors,
etc. The use of appropriate short cuts, rounding off of figures, etc. to suit the scale of the
problem. The provision of analysis to a depth appropriate to the stage reached by
Candidates and the time constraints imposed on Candidates.
Page 1
THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 17 SEPTEMBER 2009
Your Director attended a Design Meeting on the East College Hostel Development, which is
presently at schematic design stage.
The Geotechnical Engineer advised that the bedrock level of the Site of the Development was
only 2 m below the site formation level as revealed from the recent site investigation data. He
advised that the previously proposed bored pile foundations could be replaced by pad
footings. The following indicative information was given:
During the same meeting, East College advised that, due to the recent financial crisis, its
major sponsor would no longer be able to provide sponsorship to the College. The College
urged the Design Team to explore possible savings to reduce the construction cost.
Reducing the storey height of each floor from 4.00m to 3.50m was suggested and was in
principle accepted by the College.
In addition, the College also suggested reviewing the need to have curtain walls as these
were seen as extravagant design. As an option for the College to consider, the Architect
proposed changing the curtain walls to window walls with openable panes such that the glass
can be cleaned from inside the Building.
Your Director has asked you to work out the cost savings for the three proposed changes and
to draft a memo for his reply to the College. The M&E Engineer will advise any savings in
relation to the M&E services to the College directly. Due to the urgency of this matter, there is
no need to provide any updated Cost Plan but back-up workings should be provided.
[20 marks]
Attachment :
• Cost plan (Page Q1/1 to Q1/4)
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 17 SEPTEMBER 2009
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 17 SEPTEMBER 2009
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 17 SEPTEMBER 2009
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 17 SEPTEMBER 2009
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 17 SEPTEMBER 2009
Land Development Ltd, a developer, has acquired an existing shopping centre and is
planning to renovate and turn it into a high-end retail, dining and entertainment hub. It is
anticipated that the tenants will still be occupying some of the existing shops and restaurants
during the renovation works. Land Development Ltd. has engaged your company as the
Quantity Surveyor.
Land Development Ltd. envisages that the existing shopping centre will be renovated
internally with state-of-the-art interior design and finishes. All of the existing M&E services and
plumbing and drainage installation will be removed, replaced and upgraded with new lighting,
building management system, audio-visual system and energy conservation facilities
incorporated.
In the meeting yesterday, the representative of Land Development Ltd. emphasized the
urgency of the project and would like to commence the Works as soon as possible while
allowing the existing tenants to continue their business with minimal disruption. Your Director
explained to Land Development Ltd. that the Works, if procured using the traditional lump
sum procurement method, would require a lead time in completing the design. This method
will not meet the Employer’s objective.
The representative from Land Development Ltd. said he has heard about the Management
Contracting method and the Design and Build method which will both allow an early start on
Site and would like your company to advise him on which method is more suitable for the
project. He is also concerned about keeping control of the high quality of the project.
Please draft a letter to the Employer introducing how these two procurement arrangements
operate and stating their respective pros and cons specific to this project and providing a
suitable recommendation.
[15 marks]
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 17 SEPTEMBER 2009
[5 marks]
Tenders for the East College Hostel Development, based on a lump sum contract with Bills of
Quantities, were received early this week. Arithmetical checks were carried out. An error was
discovered on Page 4/109 of the Bills of Quantities of one of the tenders.
A. Your Senior Associate has asked you to correct the errors in accordance with the rules
given in the Conditions of Tendering. [5 marks]
B. Draft a tender query to the Tenderer concerning the errors and error adjustment.
[5 marks]
Attachment:
• Appendix ‘A’ – Copy of the relevant BQ Page 4/109 and Summary of Tender
• Appendix ‘B’ – Relevant clauses of the Conditions of Tendering.
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 17 SEPTEMBER 2009
6.7 Allow for a Prime Cost Sum of $ 2.00 million for water feature at main 2,000,000
entrance
6.8 - Profit 1% 20,000
6.9 - Attendances on NSC 40,000
7. Provisional Sums
7.1 Allow a Provisional Sum of $ 5.00 million for decorative light fittings. 5,000,000
7.2 Allow a Provisional Sum of $ 3.00 million for utility services 3,000,000
connection.
7.3 Allow a Provisional Sum of $ 33.00 million for contract contingencies. 33,000,000
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 17 SEPTEMBER 2009
Page 4/109
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 17 SEPTEMBER 2009
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 17 SEPTEMBER 2009
** End of CoT **
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
NOTES TO CANDIDATES
A. Headings to questions are for ease of identification only and do not form part of the
questions.
(1) First day – Questions with varying marks but aggregate mark is 50%
(2) Second day – Questions with varying marks but aggregate mark is 50%
D. The total mark is 100. The overall pass mark is 55. Marks will be assessed to fractions
of one unit.
3. Technical skills: The correct use of measurement principles, prices, discount factors,
etc. The use of appropriate short cuts, rounding off of figures, etc. to suit the scale of the
problem. The provision of analysis to a depth appropriate to the stage reached by
Candidates and the time constraints imposed on Candidates.
Page 1
THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 18 SEPTEMBER 2009
Notes to Candidates:
You are to state the Standard Form of Contract upon which your answer is based.
The foundation works were substantially completed by the previous foundation contractor,
Footing Engineering Limited (“FEL”).
One month after the commencement of the superstructure works, latent defects were
discovered which require rectification works to be carried out by FEL. Having studied the
extent of the rectification works, the Structural Engineer advised the estimated time for
rectifying the defects is about 21 days. He also indicated that the completion of the
rectification works is critical to the superstructure works.
The Architect called and asked what would be the contractual implications to the
superstructure contract if FEL is to return to the Site and carry out the rectification works
concurrently with the superstructure works being carried out by the superstructure contractor.
As the consultant Project QS, your Associate has asked you to note down the contractual
implications to the superstructure contract before attending the ad-hoc meeting scheduled for
tomorrow afternoon. Any relevant contract clauses that you rely upon shall be clearly stated.
[12 marks]
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 18 SEPTEMBER 2009
Notes to Candidates:
You are to state the Standard Form of Contract upon which your answer is
based.
Your Company, a general contracting company, was awarded a Contract early this year. Your
Company originally programmed to commence and complete the site formation works, being
a critical activity for the whole of the Contract, during the dry season.
Following commencement of the Works, a period of 60 days of delay was encountered due to
late issuance of crucial design information by the Architect, which hindered the progress of
the site formation works. It was not until the wet season that your Company was able to
progress the site formation works.
Unfortunately when the Works were ready to start, the progress of the Works was adversely
affected by several typhoons and heavy rainfalls. According to the record, a cumulative total
of 30 days of adverse weather condition and its subsequent effects was encountered which
falls within the definition of adverse weather condition under the Contract and entitles the
Contractor to an extension of time under the Contract.
Following your submission of the notice for an extension of time and direct loss and/or
expense, the Architect wrote to your Company recognizing that there had been no delay for
which your Company was responsible concurrent with the period of delay at issue and
advised that a total of 90 days of extension of time for completion of the Works would be
granted and that he would request the Consultant QS to ascertain the direct loss and/or
expense in connection thereto. The Architect, however, expressly stated in this letter that no
direct loss and/or expense would be reimbursed to your Company for the delay caused by the
adverse weather condition and the subsequent effect.
A. Your Project Manager has asked you to draft a letter to the Architect in response to the
Architect’s statement as underlined in the preceding paragraph. [7 marks]
B. Your Project Manager has also asked you to gather the relevant information related to
site management staff costs that would form part of the direct loss and/or expense claim
submission. You are to list down the relevant information required to substantiate the
site management staff costs. [5 marks]
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 18 SEPTEMBER 2009
Following receipt of two proposed Architect’s Instructions (AI), your Contract Manager of a
contractor firm has asked you to prepare the valuation of the corresponding variations for
further discussion with the Employer’s QS Consultant. He has asked you to include any
explanatory notes illustrating the underlying principles of your valuation. He has also
confirmed that there will not be any time implication to the Contract for carrying out these
variations. Copies of the Letter of Award (2 pages) and the relevant pages (2 pages)
extracted from the Pricing Document are attached for your reference.
(a) AI No. 105: Floor finishes to the Changing Room, with internal size of 10.10m long x
12.06 m wide
The Architect confirmed to carry out the floor finishes within the Changing Room
together with the corresponding cost for supply and delivery to the Site are as follows:-
• 300 x 300 x 10mm “Durable” homogeneous floor tiles at HK$ 120/m2; and
• 50 x 300 x 10mm “Durable” homogeneous skirting at HK$50/m.
Your Project Manager confirmed yesterday that there would not be any abortive works
due to this variation. [6 marks]
Attachments:
• Letter of Award (2 pages) excluding any attachment
• Extract of the Pricing Document and Preambles (2 pages)
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 18 SEPTEMBER 2009
Dear Sirs,
Proposed Hostel Development at West Street, North Point
Main Contract - Letter of Award
We on behalf on the Employer are pleased to accept your tender for the above Project in a lump sum with
Quantities Contract in the amount of $ 157,300,000.00.
1.1 The Date for Possession of Site shall be subject to the Architect’s Instruction.
1.2 The Date for Completion is 500 calendar days from and including the Date for Possession.
2.1 It is agreed that a 3% discount factor shall be applied to the unit rates and prices in Section No. 3
to 5 of the Pricing Document for the purposes of interim payments, re-measurement of provisional
quantities, valuation of all variations and settlement of final account, excluding Prime Cost Rates
items.
2.2 As clarified in the tender query, this Contract shall be on a lump sum with quantities basis except
for the Building Services Installations. Your attention is drawn to Section No. 5 of the Pricing
Document in respect of the Building Services Installations, of which its entirety shall be based on a
lump sum fixed price and based on Drawings and Specification. The quantities given in this Section
shall be treated as an indication only and shall not form part of the Contract.
2.3 You shall effect all insurances before commencement of any work on Site and maintain such
insurance throughout the Contract, all in accordance with the terms and conditions of the
Contract.
3.0 Documents/Correspondence
3.1 The documents/correspondence listed in Appendix ‘I’ shall form part of the Contract.
3.2 You shall submit the master programme within 14 days from the Date for Possession of the Site.
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 18 SEPTEMBER 2009
Should there be any ambiguity or inconsistency between the terms and conditions as stated in this Letter of
Award and those in the tender documents, the terms and conditions as contained in the correspondence and
documents of a later date shall take precedence, and the terms and conditions in this Letter of Award shall
supersede all those in the tender documents. Until a formal agreement is executed, your tender together
with the agreement stated in this Letter of Award shall constitute a binding Contract between the Employer
and yourselves.
The Consultant Quantity Surveyor will prepare the contract documents and we will advise you when the
documents are ready for execution.
Please sign, stamp and return the duplicate copy of this Letter of Award to signify your agreement to the
foregoing within 3 working days from the date of this Letter of Award.
SIGNED
Date:
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 18 SEPTEMBER 2009
F 300 x 300 x 10mm Flooring (Prime Cost $200/m2; supplied 100 m2 280 28,000.00
and delivered to site)
G 50 x 300 x 10mm Skirting (Prime Cost $50/m; supplied and 40 m 100 4,000.00
delivered to site)
To Collection $ 59,000.00
- Page 4.7 / 10 -
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 18 SEPTEMBER 2009
Total
Ref. Description Quantity Unit Rate
(HK$)
To Collection $ 87,000.00
- Page 5.1/3 -
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 18 SEPTEMBER 2009
Notes to Candidates:
Whenever the term “SMM” is used, it shall refer to the Hong Kong Standard
Method of Measurement for Building Works, Fourth Edition, 2005.
Copies of the relevant pages of the SMM are available upon request. Candidates
are to refer to Pages 125, 126, 153, 154 and 156 to 159 only.
You are the Consultant Quantity Surveyor for this Project. In the final account, the Nominated
Fire Services Sub-Contractor has submitted a complete re-measurement of the fire services
works based on the prepared as-built drawings that have not been submitted to the Architect
for endorsement. The total net additional cost is significantly higher than the estimated final
sum that your Company had previously reported to the Employer. On analysis of the
submission, it is found that the Nominated Fire Services Sub-Contractor has included a lot of
star rates items like:
(a) Bends and tees for the fire sprinkler pipe works;
(b) The anti-vibration mounting for the fire services pumps; and
(c) All metal brackets for the pipe works have been enumerated;
The Employer has recalled that the Nominated Fire Services Sub-Contract was a lump sum
sub-contract (without quantities) based on drawings and specification. The schedule of rates
in the Sub-Contract was prepared in accordance with the SMM and the preambles (both
extracted and attached herein). The Employer has also recalled that there were not too many
design changes instructed during the contract.
Your Senior Associate has asked you to clarify the issues with the Employer’s Project
Manager by drafting a fax and making reference to the SMM and the Preambles for this Sub-
Contract. You may make and list down all reasonable and relevant assumptions in your
answer.
[14 marks]
Attachments:
• Extract of Preambles for Fire Services Installation
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 18 SEPTEMBER 2009
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THE HONG KONG INSTITUTE OF SURVEYORS
QUANTITY SURVEYING DIVISION
ASSESSMENT OF PROFESSIONAL COMPETENCE
TH
FINAL ASSESSMENT – 18 SEPTEMBER 2009
11. Rates for reducers to obtain connections of the correct type and angle shall be deemed
to include elbows, tees, junctions, crosses and the like.
12. Notwithstanding clause XVII (d) 2.1 of the SMM, rates for pipework shall include for any
alternative method of jointing and fixing as described in the Specification.
13. Notwithstanding clause XVII (d) 12, 13, 14, 15 of the SMM, rates for pipework shall
include for screwed sockets, tappings, bosses and welding-necks welded to pipes or
flanges.
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