QS Desktop Review

• Region

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• Conducted on

  Date

• Review Completed by

• Project Name (including Client)

• Project Number

• QS

• LINK Status

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QS Desktop Review

• Select relevant sections below to be completed. Those not applicable to this review, please select 'Not Applicable'

• 1.0 Basic LINK Use

  Applicable

  Not Applicable

• 1.1 Is the form of contract listed?

  Yes

  No

  N/A

• 1.2 Are all subcontractors listed as external contacts?

  Yes

  No

  N/A

• 1.3 Is the QS listed as an internal contact?

  Yes

  No

  N/A

• 1.4 Is version control being used?

  Yes

  No

  N/A

• Cost Plans, CVC docs etc should not have multiple documents saved, only one using version control.

• 1.5 Has an RFI tracker been populated?

  Yes

  No

  N/A

• 1.5A Is this saved in pool 05.10.03?

  Yes

  No

• 1.5B Are there any outstanding RFI's showing that are overdue?

  No

  Yes

• 1.6 Are there any unresolved commercial risks detailed in the risk register?

  No

  Yes

• 2.0 Subcontract Enquiry Quality

  Applicable

  Not Applicable

• 2.1 Have all enquiries been issued via SCT?

  Yes

  No

  N/A

• 2.2 Are the documents issued via SCT relevant to each package?

  Yes

  No

  N/A

• Drawings, scope and information issued should be specific to each package, not just a bulk upload and issue of all documents.

• 2.3 Has a programme of works or phasing plan been issued out with the enquiries?

  Yes

  No

  N/A

• 2.4 Are the working pattern expectations detailed within the enquiry?

  Yes

  No

  N/A

• 2.5 How long have we allowed for subcontractors to return a quote?

  7-10 days or more

  Less than 7 days

• 2.6 Has a BoQ or SoW been issued as part of the enquiry?

  Yes

  No

  N/A

• 2.7 Is the basis of return clear? (i.e. fixed price or remeasureable)

  Yes

  No

  N/A

• 3.0 Subcontractor Engagement

  Applicable

  Not Applicable

• 3.1 Is the procurement tracker up to date?

  Yes

  No

  N/A

• 3.2 Is the procurement tracker stored in LINK under 05.07.02 & 05.15.01?

  Yes

  No

  N/A

• 3.3 Have tender review meetings occurred for all relevant subcontractors?

  Yes

  No

  N/A

• To be completed for subcontractors with orders of £10k or if a new subcontractor. This should be signed by both parties and issued out as part of the subcontract order.

• 3.4 For lower value orders, do the basis of these reflect our contractual basis? (i.e. fixed price or subject to remeasure?)

  Yes

  No

  N/A

• 3.5 Have notes been completed on Evision for orders under £50k?

  Yes

  No

  N/A

• 3.6 Is there a record in LINK or Evision of the order being issued to the subcontractor?

  Yes

  No

  N/A

• 3.7 Is there any evidence of feedback being given to subcontractors once a package has been successfully let?

  Yes

  No

  N/A

• 4.0 Subcontractor Orders

  Applicable

  Not Applicable

• Pick 3 subcontractors for the below questions. List chosen subcontractors here

• 4.1 Has the subcontract order been raised in line with HB/Client agreement and as per the original enquiry? (i.e. fixed price or remeasureable)

  Yes

  No

  N/A

• 4.2 Does the subcontract order make reference to the Principal Contractor and Client?

  Yes

  No

  N/A

• 4.3 Does the order include specific start and finish dates

  Yes

  No

  N/A

• 4.4 Have insurances requirements been listed?

  Yes

  No

  N/A

• 4.5 Have payment terms been noted in the order?

  Yes

  No

  N/A

• 4.6 Has information on retention including % and dates been recorded?

  Yes

  No

  N/A

• 4.7 Has a value been included in the LAD's?

  Yes

  No

  N/A

• 4.8 Have attendances been listed?

  Yes

  No

  N/A

• 4.9 Have warranty/product guarantee requirements been listed?

  Yes

  No

  N/A

• 4.10 Have valuation dates been populated and issued with the order?

  Yes

  No

  N/A

• 4.11 Is there evidence that relevant documents have been issued with each order? (this includes Subcontract Tender Review minutes, POW, and order schedules)

  Yes

  No

  N/A

• 5.0 Change Control

  Applicable

  Not Applicable

• 5.1 Are subcontract variations/instructions to subcontractors visible in LINK? (05.15.06)

  Yes

  No

  N/A

• 5.2 Is there evidence that weekly change control has been implemented (05.05.07)

  Yes

  No

  N/A

• 5.3 Is there an adequate level of detail within the change control document? (05.05.07)

  Yes

  No

  N/A

• 5.4 Is there evidence of instructions being returned for variations (AI's, CMI's) (05.05.07)

  Yes

  No

  N/A

• 5.5 Is there evidence that changes are being agreed as works progress? (05.05.07)

  Yes

  No

  N/A

• 6.0 Applications for Payment

  Applicable

  Not Applicable

• 6.1 Is there evidence that subcontractor applications have been received, added to the application log and published to LINK? (05.15.05 & 07.03)

  Yes

  No

  N/A

• 6.2 Are we holding subcontractors to payment terms? (05.15.03 as per order)

  Yes

  No

  N/A

• 6.3 Is there evidence that valuation dates have been agreed with the PQS/Client? Do these align with the dates in Schedule 1 of the subcontract orders? (05.05.01)

  Yes

  No

  N/A

• 6.4 Is there evidence that applications for payment have been issued in line with the application schedule? (07.03 application log)

  Yes

  No

  N/A

• 6.5 Comparison of applied value against certified value, is there any cause for concern? (05.15.04 payment notice)

  Yes

  No

  N/A

• 6.6 Is there evidence of what has been agreed for each application and certified for invoicing? (05.15.04 payment notice)

  Yes

  No

  N/A

• 7.0 Payment Notices

  Applicable

  Not Applicable

• 7.1 What level of detail has been included against our assessment of subcontractor applications? (05.15.04 breakdown or payment notice)

• 7.2 Have payment notices been issued in good time? (07.03 application log)

  Yes

  No

  N/A

• 7.3 Are we reflecting final account payment notices as 'final' or are these marked as interim? (05.15.04 payment notice)

  Yes

  No

  N/A

• 7.4 Is there evidence that final account statements are being issued for subcontractors with variations? (05.15.07)

  Yes

  No

  N/A