Quantity Survey  ·  Level 6
Project Contracts Management
Chapter 1: Prepare contract documents
📚 8 Topics
⚑ What you will be able to do

By the end of this chapter, you will be able to:

  • Identify the right types of contracts to meet your client's specific needs.
  • Prepare accurate working drawings that clearly reflect what the client wants.
  • Create detailed specifications by following standard operating procedures (SOPs).
  • Develop a precise bill of quantities based on your specifications and drawings.
  • Prepare a schedule of rates correctly using the standard operating procedures.
  • Draft conditions of contract tailored to the unique aspects of each project.
  • Prepare a clear and complete form of agreement that matches the contract conditions.

Mastering these skills will help you manage contracts confidently and ensure successful project outcomes in your trade.

Preparation of contract documents is a foundational phase in quantity surveying that directly influences the clarity, enforceability, and successful execution of construction projects. In Kenya, where projects often involve multiple stakeholders such as contractors, consultants, and government agencies, precise contract documentation mitigates disputes and enhances cost control. This chapter focuses on two critical elements: the preparation of working drawings and work specifications. Both components serve to communicate the technical and qualitative requirements of the project, ensuring all parties have a shared understanding of the scope and standards expected.

1.1 Preparation of Working Drawings

Working drawings form the visual and technical blueprint of a construction project. They translate the architectural and engineering designs into detailed instructions that guide contractors and suppliers. For quantity surveyors in Kenya, accurate working drawings are indispensable for cost estimation, procurement planning, and contract administration.

1.1.1 Purpose and Importance of Working Drawings

The purpose of working drawings extends beyond mere illustration; they are legal documents that underpin contract obligations. Firstly, they provide detailed dimensions and layouts that help contractors understand the exact requirements. Secondly, they facilitate precise quantity take-offs, which are essential for accurate cost estimation and tendering. Thirdly, working drawings ensure compliance with statutory regulations such as the National Construction Authority (NCA) standards and local building codes enforced by county governments. Fourthly, they serve as a reference point during construction to verify that work is executed according to design. Lastly, these drawings assist in coordinating various disciplines, such as electrical, plumbing, and structural elements, reducing conflicts and rework.

1.1.2 Types of Working Drawings Used in Quantity Surveying

Working drawings encompass several types, each serving distinct functions within the project lifecycle. First, architectural drawings illustrate the spatial arrangement, finishes, and aesthetics of the building. Second, structural drawings detail the framework, including columns, beams, and foundations, critical for ensuring safety and durability. Third, mechanical and electrical drawings specify installations such as HVAC systems, wiring, and plumbing, which impact material quantities and labor costs. Fourth, civil engineering drawings cover site works like roads, drainage, and earthworks, which are vital for site preparation cost assessments. Finally, shop drawings, often produced by contractors or suppliers, provide fabrication details for specific components, ensuring that off-site manufacturing aligns with project requirements.

1.1.3 Process of Preparing Working Drawings

The preparation of working drawings is a collaborative and iterative process involving architects, engineers, and quantity surveyors. Initially, conceptual designs are developed and reviewed for feasibility regarding cost and constructability. Next, detailed drawings are produced, incorporating all necessary technical specifications and dimensions. These drawings undergo rigorous checks for accuracy, compliance, and coordination among disciplines. Following approval, the drawings are issued as part of the tender documents. Throughout construction, working drawings may be updated to reflect approved variations or site instructions, which the quantity surveyor must track for contract administration and valuation purposes.

1.1.4 Challenges in Working Drawings Preparation and Mitigation Strategies

Preparing working drawings involves challenges that can lead to project delays or cost overruns if not addressed. One common challenge is incomplete or ambiguous drawings, which create confusion during tendering and construction. Another is poor coordination between disciplines, resulting in clashes such as electrical conduits conflicting with structural elements. Third, non-compliance with regulatory standards can cause rejections during approvals by county authorities. Fourth, frequent design changes during construction disrupt workflow and complicate cost control. Lastly, limited access to digital tools or expertise in some Kenyan firms can hinder efficient drawing preparation.

Challenges

  • Incomplete Drawings: Missing dimensions or unclear details cause misinterpretation and errors.
  • Interdisciplinary Clashes: Lack of coordination between architectural, structural, and MEP drawings leads to conflicts.
  • Regulatory Non-compliance: Drawings not meeting standards delay approvals and construction start.
  • Design Variations: Unplanned changes during execution affect timelines and budgets.
  • Technical Capacity Limitations: Some firms lack proficiency in CAD or BIM software, reducing drawing quality.

Mitigation Strategies

  • Comprehensive Design Reviews: Conduct multi-disciplinary workshops to verify completeness and coordination.
  • Use of Integrated Software: Employ BIM platforms for clash detection and better collaboration.
  • Early Engagement with Authorities: Submit preliminary drawings to county planning departments for feedback.
  • Strict Change Management: Implement formal processes for approving and documenting design changes.
  • Capacity Building: Train quantity surveyors and technical staff in modern drawing preparation tools.

Practice Questions

  1. Explain five reasons why working drawings are critical in quantity surveying for construction projects in Kenya. (10 marks)

  2. Describe the main types of working drawings and how each influences the quantity surveyor’s role during tendering and construction. (15 marks)

  3. Outline six steps involved in the preparation of working drawings and discuss why each step is important. (15 marks)

  4. Identify four common challenges faced during the preparation of working drawings and suggest appropriate mitigation measures for each. (10 marks)

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🔒1.2 Work Specifications

Work specifications complement working drawings by providing detailed descriptions of the quality, materials, workmanship, and standards required for each element of the project. In the Kenyan context, clear specifications are crucial for ensuring compliance w…

🔒1.3 Bill of Quantities

In quantity surveying practice within Kenya, the Bill of Quantities (BoQ) serves as a fundamental document that itemizes all the materials, parts, and labor required to complete a construction project. The BoQ enables accurate cost estimation, tendering, and f…

🔒1.4 Preparation of Schedule of Rates

The Schedule of Rates is a critical document in quantity surveying that lists unit prices for various work items, serving as a pricing reference during tendering and contract administration. In Kenya, quantity surveyors prepare schedules of rates to assist cli…

🔒1.5 Preparation of Conditions of Contract

The conditions of contract serve as the legal and procedural framework guiding project execution. They provide the following critical functions: - Clarifying Roles and Responsibilities: Conditions specify the duties of the employer, contractor, and contract ad…

🔒1.6 Forms of Agreement

In Quantity Surveying, the form of agreement is the formal written contract that embodies the terms negotiated between parties. It acts as the legally binding document that commits the employer and contractor to the project terms, supported by the conditions o…

🔒1.7 Forms of Tender

In the Kenyan quantity surveying profession, understanding the different forms of tender is crucial for preparing contract documents that align with project requirements and procurement regulations. The selection of a tender form affects how bids are invited,…

🔒1.8 Types of Construction Contracts

In Kenya's construction industry, quantity surveyors must thoroughly understand various contract types because the choice of contract affects project risk allocation, payment methods, and dispute resolution. Selecting the appropriate contract aligns the intere…

Chapter Summary

This chapter covered the essential elements involved in preparing contract documents for construction projects. It began with the preparation of working drawings, which provide detailed visual representations necessary for accurate project execution. Work specifications were then discussed, outlining the technical requirements and standards that guide construction activities. The bill of quantities was explained as a detailed itemization of materials and labor required, forming the basis for cost estimation. Preparation of the schedule of rates followed, detailing unit prices for various work components to facilitate financial planning. Conditions of contract were examined to establish the legal and operational framework governing the project. The chapter also explored different forms of agreement and tender documents that formalize commitments between parties. Finally, various types of construction contracts were described, including lump sum, serial contracting, negotiated, labour-based, BOT/BOOT, and EPC/turnkey contracts, each suited to different project needs and risk allocations.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. What is the primary purpose of working drawings in contract document preparation? (2 marks)
  2. Identify three key elements typically included in work specifications for a building project. (3 marks)
🔒20 more in this section.

Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Explain the role of working drawings in the preparation of contract documents for a hospital construction project in Nairobi. (4 marks)
  2. Describe five key elements that should be included in work specifications prepared by a quantity surveyor. (4 marks)
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Chapter Practical Activities

Practical 1: Prepare detailed working drawings for a reinforced concrete beam

Quantity Survey · Level 6
Project Contracts Management
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Prepare detailed working drawings of a reinforced concrete beam 3000mm long, 300mm wide, and 500mm deep as per the provided design brief.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Drawing boardTracing paper A3 size
T-squareReference structural design brief
Set squares (45° and 60°)
Mechanical pencil 0.5mm
Eraser
Scale ruler (metric)
Tracing paper A3 size
Set of technical pens (0.1mm, 0.3mm, 0.5mm)
Calculator
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Drawing board1 Pc per Candidate
2T-square1 Pc per Candidate
3Set squares (45° and 60°)1 Set per Candidate
4Mechanical pencil 0.5mm1 Pc per Candidate
5Eraser1 Pc per Candidate
6Scale ruler (metric)1 Pc per Candidate
7Tracing paper A3 size5 Sheets per Candidate
8Set of technical pens (0.1mm, 0.3mm, 0.5mm)1 Set per Candidate
9Calculator1 Pc per Candidate
10Reference structural design brief1 Set per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Preparation and Layout of Working Drawings
Used appropriate PPE as per occupational safety and health regulations
(Award 1 mark for each correct PPE worn: helmet, safety boots, reflective jacket)
3
Assembled all required drawing tools and materials before starting
(Award 0.5 mark for each of 4 correct tools/materials assembled)
2
Interpreted the design brief accurately to determine beam dimensions and reinforcement details
(Award 1 mark each for correct length, width, and depth identification)
3
Set out drawing borders and title block correctly on A3 tracing paper
(Award 1 mark for neat borders, 1 mark for correct title block details)
2
Drew the plan view of the beam accurately to scale
(Award up to 4 marks based on accurate length and width dimensions and neatness)
4
Drew the elevation and section views showing correct beam depth and reinforcement positions
(Award 2 marks each for elevation, section, and reinforcement detail accuracy)
6
Added all required dimension lines and annotations clearly and correctly
(Award 1 mark each for length, width, depth dimensions and reinforcement annotations)
4
Used appropriate line weights and technical pen sizes for clarity
(Award 1 mark for correct line weights, 1 mark for neat penmanship)
2
Checked drawing for accuracy and completeness before submission
(Award 2 marks for thorough checking and corrections)
2
Cleaned and stored drawing tools and materials properly after completion
(Award 1 mark each for cleaning and proper storage)
2
Sub-Total30
PRODUCT CHECKLIST
Beam length dimension accurately shown as 3000mm ± 10mm
(Award 3 marks for correct dimension within tolerance)
3
Beam width dimension accurately shown as 300mm ± 5mm
(Award 3 marks for correct dimension within tolerance)
3
Beam depth dimension accurately shown as 500mm ± 5mm
(Award 3 marks for correct dimension within tolerance)
3
Reinforcement details clearly annotated (e.g. 4Y16 main bars, R10 links @ 150 c/c)
(Award 5 marks for complete and correct reinforcement annotations)
5
Drawing shows plan, elevation, and section views with correct scale and proportions
(Award 6 marks for all views correctly drawn and scaled)
6
Drawing is neat, legible, and professionally presented
(Award 5 marks for overall neatness and presentation quality)
5
All dimension lines and annotations are clear, correctly placed and unambiguous
(Award 5 marks for clarity and correctness of dimensions and annotations)
5
Sub-Total30
GRAND TOTAL60
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Draft comprehensive work specifications for a 3-bedroom residential house

Quantity Survey · Level 6
Project Contracts Management
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Draft work specifications detailing materials and workmanship standards for a 3-bedroom residential house measuring 12,000mm x 9,000mm as per the provided project brief.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Measuring Tape (5m)Reference Standards Manual (e.g. KEBS Building Standards)
Pen
Notebook or Specification Template
Calculator
Ruler or Scale
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Measuring Tape (5m)1 Pc per Candidate
2Pen1 Pc per Candidate
3Notebook or Specification Template1 Pc per Candidate
4Reference Standards Manual (e.g. KEBS Building Standards)1 Pc per Candidate
5Calculator1 Pc per Candidate
6Ruler or Scale1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: PREPARATION AND DRAFTING OF WORK SPECIFICATIONS
Identified and used appropriate PPE (e.g. helmet, safety boots, reflective vest)
(Award 1 mark for each correct PPE worn)
3
Assembled all required tools and materials before starting drafting
(Award 0.5 mark each for assembling 4 tools/materials)
2
Reviewed project brief and reference standards for compliance
(Award 3 marks for thorough review and understanding)
3
Measured and noted key dimensions of the house (12,000mm x 9,000mm)
(Award 3 marks for accurate measurement and recording)
3
Drafted clear and detailed material specifications for walls, roofing, flooring, finishes, and fixtures
(Award 1 mark for each correctly specified material item, total 8 marks)
8
Outlined workmanship standards including workmanship quality, tolerances, and installation procedures
(Award 1 mark for each correctly described workmanship standard, total 6 marks)
6
Organized the specification document logically and legibly
(Award 3 marks for neatness and logical structure)
3
Sub-Total28
PRODUCT CHECKLIST
Work specification document includes all materials with correct types and quality standards
(Award 2 marks for each major material category correctly specified: walls, roofing, flooring)
6
Workmanship standards clearly outlined including tolerances and installation procedures
(Award 5 marks for complete and clear workmanship standards)
5
Document includes correct and consistent dimensions for the house (12,000mm x 9,000mm)
(Award 4 marks for accurate and consistent dimensioning)
4
Final work specification document is neat, complete, and professionally presented
(Award 3 marks for overall neatness and professionalism)
3
Sub-Total18
GRAND TOTAL46
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Prepare bill of quantities for a 6m x 4m residential wallPractical 3
🔒Develop a Schedule of Rates for Building Construction ActivitiesPractical 4
🔒Prepare general and special conditions of contract for building projectPractical 5
🔒Complete Contract Agreement Forms Between Client and ContractorPractical 6
🔒Completion of Forms of Tender with Accurate Pricing and DeclarationsPractical 7
🔒Prepare lump sum contract documents for a residential building projectPractical 8
🔒Prepare Serial Contracting Documents for a Housing ProjectPractical 9
🔒Prepare negotiated contract documents for a building projectPractical 10
🔒Prepare Labour-Only Contract Documents for a Small Construction ProjectPractical 11
🔒Prepare BOT/BOOT Contract Documents for a Solar Power Plant ProjectPractical 12
🔒Preparation of EPC/Turnkey Contract Documents for a Small Industrial PlantPractical 13
🔒Integrate Complete Contract Documents Package for Building ProjectPractical 14
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Am I competent?

At the start of this chapter we promised you would be able to:

  • Identify the right types of contracts to meet your client's specific needs.
  • Prepare accurate working drawings that clearly reflect what the client wants.
  • Create detailed specifications by following standard operating procedures (SOPs).
  • Develop a precise bill of quantities based on your specifications and drawings.
  • Prepare a schedule of rates correctly using the standard operating procedures.
  • Draft conditions of contract tailored to the unique aspects of each project.
  • Prepare a clear and complete form of agreement that matches the contract conditions.

Tick each one you can genuinely do.

So, are you there yet?

You're competent when you can confidently do 50% or more of what this chapter promised.

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