Services

  • Introduction
  • Commercial Management
  • Quantity Surveying
  • Project Management
  • Risk Management
  • Value Management
  • Claims/Dispute Management
  • Programme & Planning
  • Debt Management
  • Legal
  • Training
As Chartered Quantity Surveyors, Calvert and Russell Ltd. are both professionally qualified and experienced with the resources and expertise to provide the full range of commercial and contractual services integral with the modern day Construction and Engineering industries for both Client and Contracting organisations.

The Services

Our range of services covers the wide ranging requirements of our Clients that arise throughout the duration of a Project from pre-contract involvement in the procurement process including the drafting of Contracts and associated documentation through to the agreement of Final Accounts and management of any necessary Dispute Resolution Process.

We offer a proactive service, tailored to our Clients’ needs, either as a ‘stand-alone service’, or by integrating our staff within an existing client team. Our integrated staff in tandem with the client plan, organise and manage our role to ensure our services are delivered in a timely and cost effective manner. As a key part of this process we believe in having regular meetings with our Clients to understand their needs, together with defining and monitoring progress on key objectives. In doing so, we pro-actively explore and advise our clients on alternative strategies that may become necessary in order to provide the most efficient and cost effective service compatible with their needs.

In addition to Engineering and Construction expertise, members of our team also have further post graduate training in e.g. Construction Law, Arbitration Practice and Procedure, Adjudication and Mediation.

With longevity in our core competencies, Calvert & Russell Ltd. also offers bespoke Training Courses, Seminars and Workshop Forums tailored to reflect our Clients’ specific requirements.

The Services that our specialist staff can provide therefore falls, without limitation, into the following categories:

•    Commercial Management
•    Quantity Surveying (Pre and Post Contract)
•    Project Management
•    Risk Management
•    Value Management
•    Claims / Dispute Management
•    Programming and Planning
•    Debt Management
•    Legal Support
•    Training

For enquiries about a specific service requirement please contact by email at info@calvertandrussell.co.uk
Key to the success of any Project (whether for a Private or Public Sector Client or for a Contracting organisation) is the control and management of time / costs together with maximising recovery / value. Calvert and Russell Ltd. have a range of staff experienced in working for Client Organisations (from initial feasibility, through detailed design, to project completion) as well as staff that have a wealth of experience working for Contracting Organisations.

In addition, we also have a number of staff with considerable experience of working on complex Construction and Engineering Projects.

Through this experience, Calvert & Russell Ltd. are well placed to understand the imperatives for, and the practicalities of, financial and commercial control throughout the life of a Project; and are able to deliver on a range of Commercial Management Services including:

Client (Private or Public)

Pre-Contract

• Advice on Procurement methods.
• Drafting of Contracts and associated contract documentation.
• Project Cost analysis, budgets and budget monitoring.
• Tender packages.
• Tender Analysis / Evaluation and Report.
• Contract Negotiation and Contract Award.

Post Contract

• Contract administration.
• Contractual overview and notices.
• Monitoring programme – delays.
• Interim / stage Valuations and payments.
• Valuation and negotiation of variations /changes.
• Regular Cost monitoring and Reports.
• Final Account preparation / negotiation / settlement.

Contracting Organisations

Pre-Contract

• Review of Tender Enquiry Documents.
• Tendering assistance.
• Measurement of Quantities ‘Take Off’ (Design & Build / Plan & Spec).
• Materials scheduling (Design & Build / Plan & Spec).
• Sub-Contract enquiries.
• Preliminaries cost items.
• Risk Assessments and Valuation.
• Programming.
• Contractual Review.
• Negotiation of Contract.
Post Contract

- Contract Administration.

• Correspondence and meetings.
• Notices.
• Requests for information.
• Confirmation of Instructions.
• Request for / negotiation of variations / changes to the Works (Change Control).
• Programming.

- Commercial management.

• Interim Valuation of works and Payment.
• Earned Value Management
• Cost / Value Reconciliation / Reporting.
• Maintaining a running Final Account.
• Final Account close out.

- Sub-Contracts.

• Procurement, negotiation and Sub-Contract documentation.
• Administration.
• Payments.
• Programmes.
• Final Account preparation / negotiation / settlement.
Calvert and Russell Ltd.'s professionally competent Quantity Surveying staff have a wealth of experience of satisfactorily completing commercial administration services on a variety of contracts from small private buildings and civil engineering contracts/subcontracts to multi-million pound public works contracts for public and private developer clients and contractors, with resultant follow on or repeat commissions.

In addition our staff are fully qualified, experienced and competent in measuring works for pre-contract estimates, bills of quantities, material schedules and the like.

Calvert and Russell Ltd. are therefore well qualified to provide pre-contract measurement and approximate estimation services, and to understand the imperatives for, and practicalities of proper and timely record keeping throughout the life of a project so as to be able to compile proper and accurate valuations and accounts and can therefore offer a range of Pre-contract and Post-contract Quantity Surveying Services for Developer Client and Contracting Organisations, including:

Developer Client (Public or Private )

Pre-Contract

• Preparation of Tender documentation.
• Preparation of Tender Quantities.
• Analysis and report on tenders.
• Assistance with contract negotiation.
Post Contract

• Interim valuations for payment.
• Measurement and Valuation of variations.
• Cost Reports and Estimates of Final Cost.
• Management of claims.
• Preparation of Final Account.
• Assistance with negotiation and agreement of Final Account .

Contracting Organisations

Pre-Contract

• Assistance with completing tender enquiry.
• Review of tender documents and contract.
• Quantities Take off.
• Materials scheduling.
• Sub-contract estimates.
• Preliminaries cost items.
• Risk assessments and valuationAssistance with negotiation of contract.

Post Contract

• Main Contract
• Preparation of requests for interim payments.
• Management of changes and variations.
• Management of claims.
• Compile Final account.
• Assist with negotiation and agreement of final account.

Sub-Contracts

• Procurement.
• Documentation.
• PaymentVariations and records.
• Management of claims.
• Final accounts, negotiation and agreement.
Calvert and Russell Ltd.'s professionally qualified staff have the necessary grasp of the competencies required to successfully manage construction projects for Developer Clients. Our recent portfolio includes the Project Management of the re-development of a historic brewery in Shropshire.

With experience and a strong track record in this field, Calvert and Russell Ltd. is able to provide a full range of project management services for construction projects from Project Initiation to Project Closure, including:


• Project Planning

• Project Execution

• Value Management

• Risk Management

• Change Management

• Quality Management

• Cost Management

• Time Management

• Procurement Management
An integral part of successful Project Management, in tandem with Value Management is Risk Management. Both disciplines should be viewed as complementary to each other, rather than separate activities, and a key contributor to the success of a Project.

The key to successful Risk Management is to recognise the risks and take the necessary action to avoid them or minimise their effect i.e. Manage the Risks with an effective, proactive and realistic Risk Management Strategy.

The purpose of the Risk Management Strategy is to outline how the risks are identified, evaluated, controlled and monitored throughout the whole duration of the Project, form initial stages right through to Completion.

Typically, for construction related activities, Risk Management will include (without limit):


• Identification & evaluation of risks at Tender Stage with Risks assigned the relevant strategy in order of pref. Terminate/Transfer/Treat/Tolerate.

• Planning how Risk Management will be organised for a particular project.

• Assigning a Risk Manager responsible for foreseeing potential project problems.

• Construct and maintain a Project Risk database, assigning a level of probability to each identified risk and the estimated cost effect.

• Prepare mitigation plans for risks that are chosen to be mitigated to avoid it or minimise consequences.

• Continued Controlling and Monitoring of until such time that the Risk has retired to ensure impacts are kept to a minimum.


Calvert and Russell Ltd.'s professionally qualified staff with their experience and Risk Management Strategy knowledge of the Construction & Engineering Industry are able to analyse the facets of the activities of a Project, recognise the activities and events where risks will occur, and which are likely to be prejudicial to the achievement of the Project, and take precautions to avoid them or otherwise manage the aftermath of an occurrence to minimise its effect.
An integral part of successful Project Management, in tandem with Risk Management is Value Management. Both disciplines should be viewed as complementary to each other, rather than separate activities, and a key contributor to the success of a Project.

At the outset of a Project, Value Management provides an excellent opportunity to fully ascertain the Client’s requirements.

Calvert and Russell Ltd.'s experiences gained ensure that the correct choices are arrived at when striving to reach the optimum balance in relation to risk and cost. Calvert & Russell Ltd.'s structured approach to Value Management during the development of a Project in tandem with the Client’s requirements increases the likelihood of realising these requirements at optimum whole life value for money.

Value Management with Calvert and Russell Ltd.'s engagement evolves throughout the life of a project from Inception / Feasibility through Design and Construction to Commissioning and End Use aiding the desire for Continuous Improvement.

Key but not exhaustive disciplines employed are:

• Whole Life Costing.
• Value Engineering.

The key deliverable offered by Calvert and Russell Ltd. is the drive to enhance Value and not just cut cost, although this can be a positive outfall. Our staff have successfully engaged these philosophies on all projects bringing the following benefits to the Project:

• Obtain clear objectives / needs from the Stakeholders affording informed decision making in relation to Value.
• Facilitates understanding of all Parties’ priorities, expectations and constraints.
• Structured approach ensures the most cost effective delivery of the Project identifying the business benefits.
• Stimulus to improved communication, teamwork leading to enhanced design development.
• Means for assessing Value, both monetary and non-monetary displaying value for money has been achieved.
Claims

Calvert and Russell Ltd.'s professionally qualified and experienced staff allows us to provide a one stop comprehensive service in respect of Contractual / Equitable Claims from investigation to final agreement on both single and multi disciplined projects.

Our experience with all type of major Construction / Rail / Specialist Claims over many years has provided Calvert and Russell Ltd. with a wealth of knowledge in respect of Delay Analysis techniques, forensic progress analysis, identification and calculation of critical path and the impact of Contract Delays in respect of Loss and Expense incurred.

In addition, we are able to provide the following services:-

• Assessment and feasibility review of Claim entitlement.
• Formulation and submission of documents for Extension of Time entitlement including prospective and retrospective methods using the latest industry recognised software.
• Formulation and submission of documentation for recovery of Loss and Expense or equitable losses e.g. quantum meruit.
• Negotiation and settlement of Claims.
• Analysis and defence of Claims received.

Our expertise allows us to provide a cost effective solution for even the most complex of Claims and accordingly we are able to offer flexible fee arrangements on either a fixed sum, hourly rate, daily rate or on a percentage of Claims monies recovered.

Dispute Management

Adjudication

Since the introduction of Statutory Adjudication into the Construction industry, Adjudication has become the primary method of third party dispute resolution. The right arises by virtue of the Housing Grants Construction and Regeneration Act 1996 and more recently by the Local Democracy Development and Construction Act 2009 which came into force on the 1st October 2011.

Calvert and Russell Ltd.'s Construction Law services with its significant experience of Adjudication work in the Construction, Engineering, Rail and M&E services industry offers comprehensive Adjudication services covering all aspects of the Adjudication process.

Services provided include the following:-

• Pre-Adjudication support and advice
• Pre- Adjudication strategy
• Preparation of referral documentation.
• Preparation of defence documentation.
• Attendance at Adjudication hearings etc.
• Assistance with enforcement of Adjudicators decisions.
• Assistance with defending enforcement of Adjudicators decisions.

Alternative Dispute Resolution

Alternative Dispute Resolution (ADR) is any type of procedure or combination of procedures voluntarily used to resolve issues in dispute.

The Civil Procedure Rules provide for the judiciary to encourage the use of ADR in appropriate cases. However the extra-judicial procedures are not themselves governed by statute except for a number of Ombudsman Schemes and Arbitration schemes which have been established by Act of Parliament.

Thus the requirements for such extra judicial procedures require specialists who are experienced and have the appropriate accreditation and carries indemnity insurance with any particular terms you require, such as confidentiality clauses, being agreed between the parties and the ADR provider at the outset before undertaking ADR.

Calvert and Russell Ltd. are able to provide advice and support in respect of these methods of Dispute Resolution including preparation and presentation of relevant documentation and attendance at and throughout such procedures. These are described further below:-

Early Neutral Evaluation

In Early Neutral Evaluation (ENE) an independent third party considers the claims made by each side and gives an opinion, either on the likely outcome or on a particular point of law. The opinion is non-binding; the parties can use it if they wish in considering how they want to proceed with their case. The opinion can be the basis for settlement. ENE can be particularly valuable to get an opinion on a point of law or to get a more realistic view of the chances of success at trial.

    Expert Determination


In Expert Determination, an independent third party considers the claims made by each side and issues a binding decision. The third party is usually an expert in the subject of the dispute and is chosen by the parties, who agree at the outset to be bound by the expert's decision. It can be most suitable for determining technical aspects of a complex dispute. Expert Determination is also a process of Adjudication (see above), and parties agree at the outset to be bound by the expert's decision.

    Mediation


Mediation is now widely recognised in the UK and Europe as the most popular form of Alternative Dispute Resolution as it offers solutions beyond those that a court could ordinarily impose.

This can be instigated on your behalf to achieve a negotiated settlement of your case without invoking formal legal proceedings or pre-action measures.

Calvert and Russell Ltd. can assist with your case by attending meetings and pursuance of your dispute with the presentation of a reasoned and logical case that the other party will be persuaded by. CPR 1.4(1) obliges the court to further the overriding objective of enabling the court to deal with cases justly by actively managing cases, and Rule 1.4(2)(e) defines "active case management" as including "encouraging the parties to use an Alternative Dispute resolution procedure if the court considers that appropriate and facilitating the use of such procedure".

CPR 26.4(1) provides that "a party may, when filing the completed allocation questionnaire, make a written request for the proceedings to be stayed while the parties try to settle the case by Alternative Dispute Resolution or other means".

The term "Alternative Dispute Resolution" is defined in the Glossary to the CPR as a collective description of methods of resolving disputes otherwise than through the normal trial process." In practice, however, references to ADR are usually understood as being references to some form of Mediation by a third party.
Other forms of Mediation:-
    Med-arb


Med-arb is a combination of mediation and arbitration. Mediation is attempted first, and if no agreement results, the dispute will go to arbitration, where a binding decision will be issued. In some cases the same person acts as mediator and arbitrator; in others a different neutral is brought in to arbitrate.
    Med-rec

Med-rec is a form of mediation in which the mediator gives the parties a recommendation for resolving the dispute. Mediation is conducted in the usual way, with the mediator encouraging the parties to reach their own agreed resolution. If they do not, they can ask the mediator to recommend a resolution. This recommendation can be accepted or not. If accepted by both parties it can become a binding settlement.

Calvert and Russell Ltd. Construction Law services with its significant experience of ADR work in the Construction, Engineering, Rail and M&E services industry offers comprehensive ADR services covering all aspects of the ADR process in particular Mediation.
    Arbitration

Arbitration is a form of Alternative Dispute Resolution. It has been referred to as Litigation without wigs.

The 1996 Arbitration Act represents a significant advance in arbitration law. It puts more power in the hands of the Parties, while at the same time imposing obligations on them and the tribunal to achieve what arbitration was always supposed to be able to do: to provide an efficient and cost-effective means of Dispute Resolution. Calvert and Russell Ltd. Construction Law team has members of the Chartered institute of arbitrators who are experienced in the management and process required under the 1996 Act and are able to offer an extensive support service in any dispute involving arbitration as the method of resolution.
The key to the timely success of any Project is effective Programming and Planning.

Calvert and Russell Ltd. are able to provide an extensive in house Programming and Planning Service provided by experienced practitioners who have worked with most Industry recognised Industry Planning and Programming software including:

• Primavera
• Asta Power Project
• Microsoft Project

As a result, we are able to provide our Clients with all the latest Software applications to assist with effective Project Management and Programming.

The Service can be tailored to suit specific Company / Project requirements and include (but not limited to):-

• Initial Project Baseline Preparation
• High level Project Planning and Programming
• Detailed Construction Programming and Resources
• Independent Programme Reviews
• Progress Reporting
• Project Cost to Complete Forecasts
• Programme Risk Assessments
• Extension of Time substantiation including retrospective forensic analysis and prospective methods.
• Critical Path Analysis
• Expert Reports for support in tribunal determination
Retention Recovery


    Cash flow is the lifeline of the construction industry. Failure to pay retention monies at the end of a project is still prevalent and increasingly critical to survival in these austere times.

    Calvert and Russell Ltd.'s extensive construction law experience allows us to provide advice on the best course of action for obtaining prompt resolution or where necessary with direct involvement of our specialists to enable precious time of your employees to be freed up for time most important to your business.

    We are able to provide flexible options including reviewing existing accounts, providing template letters, direct intervention and contact with existing clients and legal / contractual advice on more complex cases.

    Flexible fee arrangements can be provided on either a fixed sum, hourly rate, percentage of final retention recovery or any combination of the above.

    Late Payments / under Certification


Whilst the Construction Act has provided requirement for a specific payment mechanism and period for payment, Clients are continuing to adopt pay when paid methods either by continuing with none compliant payment terms or by using spurious methods of abatement or set off on monies that were actually due under the Contract.

Calvert and Russell Ltd.'s extensive Construction Law experience allows us to provide advice on the best course of action for obtaining prompt resolution or where necessary with direct involvement of our specialists to enable precious time of your Employees to be freed up for time most important to your business.

We are able to provide flexible options including reviewing existing accounts, providing template letters, direct intervention and contact with existing Clients and legal / contractual advice on more complex cases.

Flexible fee arrangements can be provided on either a fixed sum, hourly rate, percentage of payment received or any combination of the above.
Where it has become necessary for a dispute to be determined by Litigation, Calvert and Russell Ltd. can advise on the appointment of suitably qualified lawyers and provide case management of your dispute and preparation of supporting documents as required by the legal representatives and in addition the following support services:-

Expert Witness

CPR Procedures Rule 35 actively encourage the use of Expert Witnesses and in some cases Joint Single Witnesses to assist in the resolution of court proceedings.

Calvert and Russell Ltd. has experience with Quantum expert evidence in regard to Civil Proceedings and is able to provide assistance with resolving matters relating to Quantum due arising from Variations and Loss and Expense etc.

Litigation Assistance
Whilst we are not registered with the Law Society, several aspects of the Sub Judiciary process involve work which can be carried out in a more cost effective manner with the use of our Construction Law Specialists who are better able to provide a link between Technical and Contractual issues and the work of Legal advisers.

Calvert and Russell Ltd. would provide a collaborative and joint service with Legal advisers to avoid unnecessary additional costs in more Technical and Contractual issues not concerned with points of law or formal court proceedings.

These services include:-

• CPR pre trial work including letters of Claims, Mediations, Case Management Workshops etc.
• Assistance with Interlocutory Legal proceedings.
• Assistance with TCC / High court proceedings.
• Assistance with enforcement of Adjudicators decisions.Assistance with defending enforcement of
• Adjudicators decisions.
Calvert and Russell Ltd. recognise the value and importance of highly motivated and properly trained staff.

We provide bespoke Training Programmes, Seminars, and Workshops, advice can be tailored to suit our Clients’ specific needs. We have extensive Construction and Engineering expertise and members of our team have also undertaken additional Post Graduate training in Construction Law, Arbitration Practice and Procedure, Adjudication and Mediation.

Training is undertaken by professional / experienced staff members, who are experts in their field and actively involved in Construction and Engineering.

We are therefore, ideally placed to give sound, practical, hands on advice.

Work can be carried out in house, remotely or at our offices.

Subjects covered include:-

• Procurement
• Planning – Project and Forensic
• Commercial Awareness
• Risk Management
• Value Management
• Forms of Contract
• Change Control
• Troubleshooting
• Claims
• Dispute Resolution

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