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Terms and conditions of contract
Jonathan Hazell31 October 2013
© Jonathan Hazell
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© Jonathan Hazell Page 2Scottish Branch seminar 31/10/13
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• Listen, don’t write anything down
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• Listen, don’t write anything down
• These slides are freely available on-line
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• Listen, don’t write anything down
• These slides are freely available on-line
• There are notes are on-line too!
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• Listen, don’t write anything down
• These slides are freely available on-line
• There are notes on-line too!
• But, if you’re a compulsive scribbler, I’ve flagged key messages
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 8
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• Listen, don’t write anything down
• These slides are freely available on-line
• There are notes on-line too!
• But, if you’re a compulsive scribbler, I’ve flagged key messages, like so
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 10http://cdn.shopify.com/s/files/1/0157/3938/products/john-is-not-dull-poster1_medium.jpg
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The best things come in threes
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• Hopefully, I can impress on you• why you should do anything,
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• Hopefully, I can impress on you• why you should do anything, and
• what you can do
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• Hopefully, I can impress on you• why you should bother, and
• what you can do, and
• when to do it.
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Why you should do anything
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 19http://i.telegraph.co.uk/multimedia/archive/01016/italian_job_220_1016903f.jpg
Look after your world
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Look after our world too
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 22http://barzilaiendan.files.wordpress.com/2007/08/3escher-hand-with-reflecting-sphere-medium.jpg
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What you can do
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 30http://www.over-board.co.uk/media/catalog/product/cache/1/image/800x600/9df78eab33525d08d6e5fb8d27136e95/m/a/map-pouch-0b1081blk-lores.jpg
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Get an invitation
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 31http://famouswonders.com/wp-content/uploads/2009/03/terracotta-warriors.jpg
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Manage expectations
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Don’t forget . . .
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Be sympathetic
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Offer guidance
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 37http://www.aisquared.com/blog/wp-content/uploads/2012/01/White-cane.jpg
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Clear the fog
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Take the lead
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Exercise your judgement
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Look ahead
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But remember . . .
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. . . don’t be deflected
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. . . don’t let on to your client
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“You can’t always get what you want,
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 46http://www.gigslutz.co.uk/wp-content/uploads/2013/07/Rolling-Stones-Hyde-Park-2.jpg Writer: JAGGER, MICK / RICHARDS, KEITH Lyrics © ABKCO Music Inc.
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 47
but if you try sometimes you just
might find you get what you need”
Writer: JAGGER, MICK / RICHARDS, KEITH Lyrics © ABKCO Music Inc.
“You can’t always get what you want,
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Pull all the pieces together . . .
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. . .and get selected?
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So, what can you do?
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Define,
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Define, design,
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Define, design, deliver
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Take your time
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Beware Greeks bearing gifts
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If it looks too good to be true . . .
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. . . it probably is
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Use your antennae . . .
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. . . avoid trouble
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“A verbal contract isn’t worth the paper it’s written on”
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Write things down
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“As every lawyer knows, setting out clear Terms for any contract, at the outset, is essential if subsequent problems are to be avoided.”
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 62https://www.jspubs.com/
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“You do not have to say anything.
But it may harm your defence if you do not mention when questioned something which you later rely on in court.
Anything you do say may be given in evidence.”
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Be risk averse
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Balance the risks
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This is not always an option . . .
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It’s your choice
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Let’s start at the very beginning
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What’s a contract?
A promise or set of promises which the law will enforce.
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 70http://www.lawteacher.net/contract-law/introduction.php
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A promise or set of promises which the law will enforce.
• The normal method of enforcement is an action for damages for breach of contract, though in some cases the court may order performance by the party in default.
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Elements of a contract
1. Agreement An agreement is formed when one party accepts the offer of another and involves a "meeting of the minds".
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1. Agreement An agreement is formed when one party accepts the offer of another and involves a "meeting of the minds".
2. Consideration Both parties must have provided consideration, i.e., each side must promise to give or do something for the other.
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1. Agreement An agreement is formed when one party accepts the offer of another and involves a "meeting of the minds".
2. Consideration Both parties must have provided consideration, i.e., each side must promise to give or do something for the other.
3. Intention to create legal relations The parties must have intended their agreement to have legal consequences.
The law will not concern itself with purely domestic or social agreements.
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 74http://www.lawteacher.net/contract-law/introduction.php
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4. Capacity The parties must be legally capable of entering into a contract.
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 75http://www.lawteacher.net/contract-law/introduction.php
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4. Capacity The parties must be legally capable of entering into a contract.
5. Consent The agreement must have been entered into freely.
Consent may be vitiated by duress or undue influence.
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4. Capacity The parties must be legally capable of entering into a contract.
5. Consent The agreement must have been entered into freely.
Consent may be vitiated by duress or undue influence.
6. Legality The purpose of the agreement must not be illegal or contrary to public policy.
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 77http://www.lawteacher.net/contract-law/introduction.php
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 78
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© Jonathan Hazell Page 79http://www.freeimageslive.com/galleries/workplace/office2/pics/pencil.jpg
Scottish Branch seminar 31/10/13
How to draft a contract?
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Scottish Branch seminar 31/10/13http://www.idesignarch.com/wp-content/uploads/Kansas-City-Public-Library-Missouri_3.jpg© Jonathan Hazell Page 80
Where to begin?
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Don’t think you’re a dunce
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• If you haven’t a clue it doesn’t mean you’re a dunce
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• If you haven’t a clue it doesn’t mean you’re a dunce
• If you hadn’t a clue you wouldn’t be here today
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• Terms and Conditions set out the rights and obligations of the contracting parties when a contract is awarded or entered into
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 84http://25thjdc.com/wp-content/uploads/2012/11/Scales-of-Justice2.jpg
Terms and conditions
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• Terms and Conditions set out the rights and obligations of the contracting parties when a contract is awarded or entered into• general conditions are common to all types of
contracts
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• Terms and Conditions set out the rights and obligations of the contracting parties when a contract is awarded or entered into• general conditions are common to all types of
contracts
• special conditions are peculiar to a specific contract (such as contract change conditions, payment conditions, price variation clauses, penalties).
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• There’s very little need to write your own as there are plenty of pro forma Ts and Cs out there
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• There’s very little need to write your own as there are plenty of pro forma Ts and Cs out there• in the canon of work produced by the AA and
other industry bodies
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• There’s very little need to write your own as there are plenty of pro forma Ts and Cs out there• in the canon of work produced by the AA and
other industry bodies
• in the canon of work produced by the legal profession
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 90http://www.trees.org.uk
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 91http://www.charteredforesters.org/
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 92https://www.jspubs.com/
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Civil Procedure Rules
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 93http://www.justice.gov.uk/courts/procedure-rules/civil
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Part 35 – Experts and assessors
• 35.1 Duty to restrict expert evidenceExpert evidence shall be restricted to that which is reasonably required to resolve the proceedings.
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 94
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• 35.1 Duty to restrict expert evidenceExpert evidence shall be restricted to that which is reasonably required to resolve the proceedings.
• 35.3 Experts – overriding duty to the court(1) It is the duty of experts to help the court on matters within their expertise.
(2) This duty overrides any obligation to the person from whom experts have received instructions or by whom they are paid.
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 95
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 96http://www.expertwitnessscotland.info/home.htm
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 97
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What steps are left for you?
• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 98http://www.bombayharbor.com/productImage/114292661359938262356_low/Jvs_Werner_Aluminium_Ladders.jpg
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• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?• custodian
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 99http://www.bombayharbor.com/productImage/114292661359938262356_low/Jvs_Werner_Aluminium_Ladders.jpg
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• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?• custodian, or
• client
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• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?• custodian, or
• client, or
• contractor
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 101http://www.bombayharbor.com/productImage/114292661359938262356_low/Jvs_Werner_Aluminium_Ladders.jpg
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• Exactly what remains for you to do depends upon where you fit in the supply chain, which role are you trying to fulfil?• custodian, or
• client, or
• contractor, or
• consultant
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 103
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Scottish Branch seminar 31/10/13http://upload.wikimedia.org/wikipedia/commons/0/0f/King's_Troop,_Royal_Horse_Artillery_riding_during_a_gun_salute_ceremony.jpg
Riding to the rescue . . .
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. . . here come the cavalry
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 105
• The Association has supported the supply chain by developing standard terms and conditions
http://www.trees.org.uk
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 106
• The Association has supported the supply chain by developing standard terms and conditions• for contractors
http://www.trees.org.uk
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 107
• The Association has supported the supply chain by developing standard terms and conditions• for contractors, and
• for consultants
http://www.trees.org.uk
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 108
• . . . but there is still work to be done
http://www.trees.org.uk
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 109
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Define
• From my experience . . .
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 110
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• From my experience . . . for every instruction
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 111
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• From my experience . . . for every instruction • what will you do?
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 112
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• From my experience . . . for every instruction • what will you do?
• what will you accept responsibility for?
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 113
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• From my experience . . . for every instruction • what will you do?
• what will you accept responsibility for?
• what will you charge?
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 114
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“. . . I will . . .”
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 115http://images4.wikia.nocookie.net/__cb20110807000428/muppet/images/0/07/Marriage.jpg
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1. Under this proposal as the consultant I will:1. undertake a tree survey and provide a report against the requirements of
Design Stages A – D as referred to in Figure 1: The design and construction process and tree care of BS 5837:2012 Trees in relation to design, demolition and construction – Recommendations (referred to hereafter as BS 5837) at the site shown on [raw data] as supplied by [name] by [email/post] on [date received].
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 117http://www.bbc.co.uk/cult/anderson/thunderbirds/images/520_brains.jpg
Do you need a sub-contractor?
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 118
Got the paperwork sorted?
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Don’t get carried away
• Don’t go beyond your competence or expertise
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• From my experience . . . for every instruction • what will you do?
• what will you accept responsibility for?
• what will you charge?
• what will you not do?
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 120
Define
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• From my experience . . . for every instruction • what will you do?
• what will you accept responsibility for?
• what will you charge?
• what will you not do?
• what will you not accept responsibility or liability for?
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 121
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“. . . I will not . . .”
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2. Under this proposal as the consultant I will not:
1. meet or contact the local planning authority’s officers to discuss the project that is the subject of the consultancy service; if required those actions will be considered to be a variation
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2. Under this proposal as the consultant I will not:
1. meet or contact the local planning authority’s officers to discuss the project that is the subject of the consultancy service; if required those actions will be considered to be a variation
2. accept any liability that may arise from third-party post-processing of the data that I have captured or recorded unless I have been given adequate opportunity to confirm the veracity of those outputs before they are forwarded to another party.
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 124
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• From my experience . . .
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 125
Define
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• From my experience . . . almost without exception
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 126
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• From my experience . . . almost without exception• the client or customer may need firm guidance
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 127
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• From my experience . . . almost without exception• the client or customer may need firm guidance
• the process flow chart will be tortured
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 128
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• From my experience . . . almost without exception• the client or customer may need firm guidance
• the process flow chart will be tortured
• you will learn something to use later
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 129
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 130
Mean what you say
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 131
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 132
Always edit
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 133
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When to do it?
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 134
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Before it’s too late!
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 135http://www.london.anglican.org/img/life/funerals.jpg
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 136
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Design
• From my experience . . .
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• From my experience . . . start by looking the wrong way down the telescope
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Scottish Branch seminar 31/10/13http://pukmedia.com/Wenekan_EN/169122162013_moon.jpg
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• From my experience . . .
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• From my experience . . . agree the deliverables before you start
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 141http://www.365astronomy.com/images/21094_celestron-omni-xlt-150-refractor-telescope-m.gif
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 142James England – [email protected]
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 143James England – [email protected]
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• From my experience . . .
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 144http://www.365astronomy.com/images/21094_celestron-omni-xlt-150-refractor-telescope-m.gif
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• From my experience . . . only collect the information you need
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• From my experience . . .
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• From my experience . . . don’t over-promise
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 149
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 150
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Design
• Your client has defined what they want
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 151
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• Your client has defined what they want
• You have defined what you can deliver
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 153
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 154http://www.gcrsociety.co.uk/horse%20and%20cart.jpg
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• Your client has defined what they want
• You have defined what you can deliver
• Now, you need to agree the deliverables or outputs
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 155
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 157
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• Decide how few outputs will deliver the brief
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 158
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• Decide how few outputs will deliver the brief
• Decide which supporting documents will you need
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 159
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• Decide how few outputs will deliver the brief
• Decide which supporting documents will you need
• What pieces of information is it likely that your opinion be based on?
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 160
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• Decide how few outputs will deliver the brief
• Decide which supporting documents will you need
• What pieces of information is it likely that your opinion be based on?
• How will you illustrate what you’re saying?
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 161
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• Decide how few outputs will deliver the brief
• Decide which supporting documents will you need
• What pieces of information is it likely that your opinion be based on?
• How will you illustrate what you’re saying?
• Go and get on with it
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 162
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Don’t forget
You do not have to say anything.
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You do not have to say anything.
But it may harm your defence if you do not mention when questioned something which you later rely on in court.
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You do not have to say anything.
But it may harm your defence if you do not mention when questioned something which you later rely on in court.
Anything you do say may be given in evidence.
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 166
Always edit
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You may know what you want . . .
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 167
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. . . but, can you persuade
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 168
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. . . but, can you persuade
• the architect, or developer, or quantity surveyor?
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 169
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 170http://www.eims.com.au/Images/PLANNING%20OFFICER.gif
. . . but, can you persuade
• the architect, or developer, or quantity surveyor?
• the planners?
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. . . but, can you persuade
• the architect, or developer, or quantity surveyor?
• the planners?
• the clerk of works?
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 172http://technotab.com/wp-content/uploads/2012/04/design-tools.jpg
. . . but, can you persuade
• the architect, or developer, or quantity surveyor?
• the planners?
• the clerk of works?
• the digger driver?
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 173http://th00.deviantart.net/fs71/PRE/i/2011/030/1/9/bottle__russian_vodka_by_special_k_001-d38eg90.jpg
. . . but, can you persuade
• the architect, or developer, or quantity surveyor?
• the planners?
• the clerk of works?
• the digger driver?
• the ground worker?
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 174
. . . but, can you persuade
• the architect, or developer, or quantity surveyor?
• the planners?
• the clerk of works?
• the digger driver?
• the ground worker?
• the owner/site manager?
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 175
. . . but, can you persuade
• the architect, or developer, or quantity surveyor?
• the planners?
• the clerk of works?
• the digger driver?
• the ground worker?
• the owner/site manager?
• your client?
http://images3.wikia.nocookie.net/__cb20120506011827/disney/images/d/d5/TheMuppetsGroupshot2011.jpg
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 176
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How to get what you want?
• All sorts of styles of contract• fixed price
• Schedule of Rates
• call off
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 177
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• All sorts of styles of contract• fixed price
• Schedule of Rates
• call off
• All sorts of specifications• the good,
• the bad, and
• the plain ugly
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 178
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• All sorts of clients• domestic
• commercial
• publicly funded
• knowledgeable
• know all's
• interested amateurs
• un-knowing professionals
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 179
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• All sorts of clients• domestic
• commercial
• publicly funded
• knowledgeable
• know all's
• interested amateurs
• un-knowing professionals
• All sorts of ways of securing a good service• employ a good contractor
• employ a good specification
• employ a good site manager
• set up a beauty parade
• develop trust through the supply chain
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 180
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• All sorts of clients• domestic
• commercial
• publicly funded
• knowledgeable
• know all's
• interested amateurs
• un-knowing professionals
• All sorts of ways of securing a good service• employ a good contractor
• employ a good specification
• employ a good site manager
• set up a beauty parade
• develop trust through the supply chain
• Limited opportunities in the public realm to explore all of these
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 181
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• The Client is seeking arboricultural companies to provide arboricultural survey services to locate and identify trees that are interfering with the overhead electricity network along specified circuits at all voltages that have been prioritised across the entire east and west service areas. Suitable companies will provide competent and qualified surveyors to:
1. Locate and identify trees along identified and prioritised circuits;
2. Identify and specify the tree cutting work required to each tree;
3. For each area of survey to prepare a Bill of Quantities, (including location maps) for the tree cutting contractors to follow and execute;
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 182© E.ON The Client, 2008
Some examples, good and bad
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4. To make contact with landowners and grantors and obtain their consent for the tree work required;
5. To audit the work for quality and adherence to BS3998 and ENA TS43-8 post cutting and to sign off the work as complete;
6. To liaise with tree cutting contractors and their cutting crews in their area of survey;
7. To obtain the sign off of the landowners and grantors that the work has been completed satisfactorily and the land left clean and tidy of the contractors work;
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 183© E.ON The Client, 2008
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8. To maintain accurate records for The Client of (i) all surveys completed; (ii) all written consents and completions; (iii) all completed cutting works; and (iv) all audit records;
9. To make the records available to The Client on a regular basis for entry onto the company’s SAP database;
10. To liaise with The Client’s Tree & Vegetation Planning & Policy Manager and with Infrastructure Services’ Tree Contract Manager, Tree Programme Manager, Tree Policy Manager, Tree Contract Delivery Managers & Project Managers
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 184© E.ON The Client, 2008
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 185© English Partnerships, 2008Connaught Barracks, Dover
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• What is meant by “A phase One tree survey” or “root protection zones”
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 186© English Partnerships, 2008Connaught Barracks, Dover
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• What is meant by “A phase One tree survey” or “root protection zones”
• Why should you need to “map existing tree locations”
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 187© English Partnerships, 2008Connaught Barracks, Dover
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 188
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 190
www.with Paul in the room I’d rather not reveal the source of this woeful material.jrh.co.uk
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ELEMENT STAGE STAGE % CUMULATIVE TOTAL Percentage out of 100%
PRICE Stage 1 60% 60%
Quality – Method Statement Stage 2 40% 40%
Quality - Interview Stage 4 Not scored Not scored
Quality – Final Moderation Stage 5 Not scored Not scored
TOTAL 100%
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ELEMENT STAGE STAGE % CUMULATIVE TOTAL Percentage out of 100%
PRICE Stage 1 60% 60%
Quality – Method Statement Stage 2 40% 40%
Quality - Interview Stage 4 Not scored Not scored
Quality – Final Moderation Stage 5 Not scored Not scored
TOTAL 100%
• I find this sort of thing weak: why don’t clients be open and tell the contractor what they expect?
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 192Produced by NHMF – NHF TREEWORKS - Ver 6 – Invitation to Tender
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ELEMENT STAGE STAGE % CUMULATIVE TOTAL Percentage out of 100%
PRICE Stage 1 60% 60%
Quality – Method Statement Stage 2 40% 40%
Quality - Interview Stage 4 Not scored Not scored
Quality – Final Moderation Stage 5 Not scored Not scored
TOTAL 100%
• I find this sort of thing weak: why don’t clients be open and tell the contractor what they expect?
• The process gets progressively worse for the contractor
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 193Produced by NHMF – NHF TREEWORKS - Ver 6 – Invitation to Tender
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Section of Method Statement Percentage out of 100%
Customer Care 5%
Management of work and management/supervisorystructures
25%
IT systems 5%Continuous Improvement 5%
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 194
Bidder’s are advised that the Stage 2 quality score will be weighted as follows:
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• Stage 3
At the completion of stages 1 and 2 an overall assessment will be undertaken
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 195
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• Stage 4
A further assessment of quality and performance by means of technical interviews. This is designed to examine in more detail the issues covered by the Bidder’s submitted Method Statement and the impact in terms of the successful day to day operation and management of the Contract and development of partnering to ensure the provision of a high quality service. The overall evaluation on quality and price will be adjusted to take into account the outcomes of the interview.
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 196
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• Stage 5
Final moderation stage, which may involve a further round of technical interviews, case studies, taking up further references and site visits.
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 197
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• Stage 5
Final moderation stage, which may involve a further round of technical interviews, case studies, taking up further references and site visits.
• Expensive,
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 198
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• Stage 5
Final moderation stage, which may involve a further round of technical interviews, case studies, taking up further references and site visits.
• Expensive, time wasting,
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 199
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• Stage 5
Final moderation stage, which may involve a further round of technical interviews, case studies, taking up further references and site visits.
• Expensive, time wasting, tosh
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 200
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 201
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• Beauty parade
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 202http://2.bp.blogspot.com/-rL5ka9a_fzw/T0gK_7-A63I/AAAAAAAArl0/3CaPncLf4aU/s1600/westminster-dog-show-photo.jpg
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• Beauty parade
• Output specification
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 203http://2.bp.blogspot.com/-rL5ka9a_fzw/T0gK_7-A63I/AAAAAAAArl0/3CaPncLf4aU/s1600/westminster-dog-show-photo.jpg
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• Beauty parade
• Output specification
• Fixed price
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 204http://2.bp.blogspot.com/-rL5ka9a_fzw/T0gK_7-A63I/AAAAAAAArl0/3CaPncLf4aU/s1600/westminster-dog-show-photo.jpg
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• Beauty parade
• Output specification
• Fixed price
• “We’ll spend ££££ in year 1, ££££ in years 2 and 3”
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 205http://2.bp.blogspot.com/-rL5ka9a_fzw/T0gK_7-A63I/AAAAAAAArl0/3CaPncLf4aU/s1600/westminster-dog-show-photo.jpg
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 208
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Deliver
• From my experience . . .
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 209
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• From my experience . . . • this can be fraught
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 210
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• From my experience . . . • this can be fraught
• control is vital
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• From my experience . . . • this can be fraught
• control is vital
• a timetable is important
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• From my experience . . . • this can be fraught
• control is vital
• a timetable is important
• flexibility can be a strength
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• From my experience . . . • this can be fraught
• control is vital
• a timetable is important
• flexibility can be a strength
• Make sure you have gathered all the information you need
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• From my experience . . . • this can be fraught
• control is vital
• a timetable is important
• flexibility can be a strength
• Make sure you have gathered all the information you need, but no more
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• From my experience . . . • this can be fraught
• control is vital
• a timetable is important
• flexibility can be a strength
• Make sure you have gathered all the information you need, but no more
• Deliver the agreed output “client-ready”
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You may know what you want . . .
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 217
• Did you persuade the planners?
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• Did you persuade the planners?
• The designers and cost consultants?
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• Did you persuade the planners?
• The designers and cost consultants?
• The clerk of works?
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• Did you persuade the planners?
• The designers and cost consultants?
• The clerk of works?
• The digger driver?
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• Did you persuade the planners?
• The designers and cost consultants?
• The clerk of works?
• The digger driver?
• The ground worker?
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• Did you persuade the planners?
• The designers and cost consultants?
• The clerk of works?
• The digger driver?
• The ground worker?
• The owner/site manager?
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• Did you persuade the planners?
• The designers and cost consultants?
• The clerk of works?
• The digger driver?
• The ground worker?
• The owner/site manager?
• Your client?
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Have you delivered?
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What was the brief?
• What are your client’s expectations?
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• What are your client’s expectations?
• Have you answered the question that you framed?
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• What are your client’s expectations?
• Have you answered the question that you framed?
• Have you got the data you need?
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• What are your client’s expectations?
• Have you answered the question that you framed?
• Have you got the data you need?
• Have you done your research?
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• What are your client’s expectations?
• Have you answered the question that you framed?
• Have you got the data you need?
• Have you done your research?
• Do you have the references you need?
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• What are your client’s expectations?
• Have you answered the question that you framed?
• Have you got the data you need?
• Have you done your research?
• Do you have the references you need?
• Are you comfortable with your output?
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Remember your audience
1. Never use a metaphor, simile, or other figure of speech which you are used to seeing in print.
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2. Never use a long word where a short one will do.
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3. If it is possible to cut a word out, always cut it out.
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4. Never use the passive where you can use the active.
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5. Never use a foreign phrase, a scientific word, or a jargon word if you can think of an everyday English equivalent.
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6. Break any of these rules sooner than say anything outright barbarous.
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 238
• Should it ever come to a dispute can you convince all parties, including yourself, that you have delivered against your brief?
Have you delivered?
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The logic test
. . .it may harm your defence if you do not mention when questioned something which you later rely on . . .
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. . .it may harm your defence if you do not mention when questioned something which you later rely on . . .
• Can a continuous thread be seen throughout your work?
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. . .it may harm your defence if you do not mention when questioned something which you later rely on . . .
• Can a continuous thread be seen throughout your work?
• Do your conclusions flow?
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. . .it may harm your defence if you do not mention when questioned something which you later rely on . . .
• Can a continuous thread be seen throughout your work?
• Do your conclusions flow?
• Do your recommendations make sense?
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“. . . when there is in prospect a good that is certain and an evil that is uncertain, it is wrong not to do the good for fear of the evil.”
© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 250
Somerset Maugham, W. (1946) Then and now. London: Vintage 09 928686 6, p. 100
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Client ready data
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Client ready data
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Client ready data
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Finally . . .
• By invoicing you confirm that you have completed your commission and you are fully satisfied that the work meets the brief.
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• By invoicing you confirm that you have completed your commission and you are fully satisfied that the work meets the brief.
• BUT – queries you receive after the issue of your invoice will require you to answer them, these may not be variations.
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• By invoicing you confirm that you have completed your commission and you are fully satisfied that the work meets the brief.
• BUT – queries you receive after the issue of your invoice will require you to answer them, these may not be variations.
• It is not unreasonable to expect you to do everything in your power to resolve any questions raised, which may mean a return site visit at your expense.
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‘coz it says so . . .
“4. Limit of consultant’s liability
1. If any part of the consultancy services are performed negligently or in breach of the provisions of this agreement then at the request of the client (if the request is made within six months of the date of completion of the consultancy services) the consultant will re-perform the relevant part of the consultancy services subject to clauses 4.2 and 4.3 below.
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4. Limit of consultant’s liability
2. Except in the case of death or personal injury caused by the consultant's negligence the consultant's liability under or in connection with this agreement whether arising in contract tort breach of statutory duty or otherwise shall not exceed the greater of the consultant charges or the amount recoverable under the consultant's professional indemnity policy (if applicable).
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4. Limit of consultant’s liability
3. The consultant shall not be liable for any loss or damage or expenses of any nature incurred or suffered by the client of an indirect or consequential nature including without limitation any economic loss, loss of profits turnover, business or goodwill.”
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© Jonathan Hazell Scottish Branch seminar 31/10/13 Page 265
Always edit
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Wrapping up
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• Your take home messages include
1. Look after your world
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• Your take home messages include
1. Look after your world
2. Look after our world
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• Your take home messages include
1. Look after your world
2. Look after our world
3. You can’t always get what you want
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• Your take home messages include
1. Look after your world
2. Look after our world
3. You can’t always get what you want
4. Define, design, deliver
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• Your take home messages include
1. Look after your world
2. Look after our world
3. You can’t always get what you want
4. Define, design, deliver
5. Take your time to get the offer right
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• Your take home messages include
1. Look after your world
2. Look after our world
3. You can’t always get what you want
4. Define, design, deliver
5. Take your time to get the offer right
6. Start at the beginning
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7. Define
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7. Define
8. Edit carefully
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7. Define
8. Edit carefully
9. Design
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7. Define
8. Edit carefully
9. Design
10. Edit carefully
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7. Define
8. Edit carefully
9. Design
10. Edit carefully
11. Deliver client ready data
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7. Define
8. Edit carefully
9. Design
10. Edit carefully
11. Deliver client ready data
12. Have you met your client’s expectations?
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If it all goes pear shaped . . .
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• get the good guys on side as soon as possible
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• get the good guys on side as soon as possible
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Otherwise . . .
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. . . see you in court
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. . . or maybe the Supreme Court?
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So, please take note!
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• I’ve put a model proposal for consultancy services on http://jhazell.com/?page_id=200, or
• I’ve also put an example of tender documents for tree work services there, but you’ll need to refer to both GN8 and BS3998 to understand it
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Some examples
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Download this presentation from
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email [email protected] for the link
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View this presentation again
www.slideshare.net/HazellTowers/2013-10-31
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