Document downloads - Loss and expense
Available downloads
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Surveyors' construction handbook: ascertaining the amount of loss and expense incurred in building projects (ARCHIVED)
This document has been archived and is available on isurv for information purposes only.
Any questions relating to its status and application should be addressed to the RICS QS and construction professional group. -
Surveyors' construction handbook: extension of time (ARCHIVED)
This document has been archived and is available on isurv for information purposes only.
Any questions relating to its status and application should be addressed to the RICS QS and construction professional group. -
Contracts extension of time
A sample notice of extension of time for use with JCT contracts (in PDF and Word format).
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Contracts certificate of non-completion
A sample notice of non-completion for use with JCT Intermediate and Standard contracts (in PDF and Word format).
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Contracts statement of retention values
A sample statement of retention/payment values for use with JCT Iintermediate and Design and Build contracts (in PDF and Word format).
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Contracts instruction
A sample notice of instruction for use with JCT contracts (in PDF and Excel format).
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Contracts valuation form
A sample valuation form for use with JCT contracts (in PDF and Excel format).
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Contracts certificate for payment
Sample certificate for payment for use with JCT contracts (in PDF and Word format).
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Contracts site direction
A sample notice for site direction for use with JCT contracts (in PDF and Excel format).
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Contracts notice of dispute
A sample notice of dispute for use with JCT contracts (in PDF and Word format).
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Contract administration (ARCHIVED)
This document has been archived and is available on isurv for information purposes only.
The purpose of this guidance note is to provide practical guidance to RICS members in England and Wales who undertake the role of 'contract administrator' (CA).
The role of the CA covers a wide range of possible services and projects from the smallest residential scheme through to larger commercial projects. The responsibilities of the CA will be defined by the form of building contract and the professional appointment under which the CA is appointed. As the majority of surveyors only deal with small to medium sized contracts, this guidance note will concentrate on the role of CA at this level; and in particular within the provisions of contracts issued by the Joint Contracts Tribunal (JCT - minor works, intermediate and standard building contracts). In addition, many of the principles set out in this guidance note will also apply where no standard form of contract has been entered into, particularly for smaller works. While the guidance note does not deal with full 'design and build contracts, the issue of the employer's responsibility for design is considered.
On this basis it should be noted that this guidance note does not cover other forms of JCT contract, GC works, BPF/NEC or ICE forms, other than to distinguish the role of the CA. It also does not deal with the responsibilities of employers' representatives under design and build arrangements, where the responsibility is to act exclusively in the interests of the employer, albeit honestly and with integrity. -
Contracts notice of non-completion
A sample notice of non-completion for use with JCT Design and Build contracts (in PDF and Word format).
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Contracts pay less notice
A sample pay less notice for use with JCT contracts (in PDF and Word format).
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Evaluation of claims checklist
This checklist outlines the evaluation of claims for loss and expense.
Once records have been assembled and listed, the consideration of the claim may be progressed in line with this checklist. -
Cost reporting
Published March 2015
Effective from March 2015
This 1st edition guidance note sets out the principles of cost reporting from the perspective of the quantity surveyor to the client during construction.
This guidance note explains the purpose of cost reporting, the factors affecting outturn cost and explores the different formats and types of cost report.
This guidance note covers:
- the purpose of cost reporting;
- cost reporting models;
- report formats;
- establishing the budget;
- treatment of variable costs;
- strategic importance; and
- reporting of loss and expense.
This is part of RICS' Black Book, which is a collection of technical practice documents that covers all processes throughout the construction project life cycle. The documents are essential development tools for junior professionals working through their APC and useful guides to best practice for more experienced professionals.
A project is currently underway to review and update the Black Book content with the aim of producing a comprehensive new edition. Expected to publish in 2025, the new Black Book will comprise an overarching global professional standard, accompanied by practical guidance material. -
Ascertaining loss and expense
Published July 2024
Effective from publication
Originally published as a guidance note in 2015, this document has been rewritten as practice information to account for changes in legislation, case law and construction contracts introduced since 2015.
The ascertainment of loss and expense is a set of tasks that endeavour to calculate as precisely as possible, and in accordance with the contract, the additional costs or losses incurred by one party directly due to a default of the other.
This practice information covers:
- what is loss and expense
- standard forms of contracts
- global claims
- methods of analysis of loss and expense and
- strengths and weaknesses of the various methods.
This is part of RICS' Black Book, which is a collection of technical practice documents that covers all processes throughout the construction project life cycle. The documents are essential development tools for junior professionals working through their APC and useful guides to best practice for more experienced professionals.
A project is currently underway to review and update the Black Book content with the aim of producing a comprehensive new edition. Expected to publish in 2025, the new Black Book will comprise an overarching global professional standard, accompanied by practical guidance material.