Appendix J - Schedules A and B Conditions of Engagement GUIDANCE ON COMPLETING THE SCHEDULES TO THE STANDARD CONDITIONS OF ENGAGEMENT FOR CONSULTANCY SERVICES (TECHNICAL) When the School Authority is ready to appoint a Consultant (), it is necessary to execute a formal agreement with that consultant called the Standard Conditions of Engagement for Consultancy Services (available on the web at under School Design > Appointment of Consultants > Small Works and Small Devolved Projects) or . The following guidance should be used to help the School Authority complete Schedules A and B to the rear of the Conditions. The Schedules should always be completed by the School Authority and not the Consultant. The Schedules should reflect and include the scope of work for which the consultant submitted his fee and any special arrangements (for example any additional services that the consultant is including for the lump-sum fee) made at that time. In general items not highlighted are not capable of change in the actual electronic form. Items in green are guidance to you on what to do but do not form part of the schedule. Items in Yellow are the moving parts of the Schedule (both Parts A and B). In most instances they should not be changed unless the green guidance recommends it. SCHEDULE A: CONTRACT PARTICULARS 1. Appointment Client, Consultant, Contact Details 1 Client Name [normally Board of Management or ETB] Telephone [enter details] [enter details] Fax [enter details] Email [enter details] Representative Client’s Name [normally Chairperson Board of Management or Principal or ETB representative] Telephone As above[amend if different] As above[amend if different] Fax As above[amend if different] Email As above[amend if different] Consultant Name [Consultancy firm] Telephone [enter details] [enter details] Fax [enter details] Email [enter details]
Appendix J - Schedules A and B Conditions of Engagement GUIDANCE ON COMPLETING THE SCHEDULES TO THE STANDARD CONDITIONS OF ENGAGEMENT FOR CONSULTANCY SERVICES (TECHNICAL) When the School Authority is ready to appoint a Consultant (), it is necessary to execute a formal agreement with that consultant called the Standard Conditions of Engagement for Consultancy Services (available on the web at under School Design > Appointment of Consultants > Small Works and Small Devolved Projects) or . The following guidance should be used to help the School Authority complete Schedules A and B to the rear of the Conditions. The Schedules should always be completed by the School Authority and not the Consultant. The Schedules should reflect and include the scope of work for which the consultant submitted his fee and any special arrangements (for example any additional services that the consultant is including for the lump-sum fee) made at that time. In general items not highlighted are not capable of change in the actual electronic form. Items in green are guidance to you on what to do but do not form part of the schedule. Items in Yellow are the moving parts of the Schedule (both Parts A and B). In most instances they should not be changed unless the green guidance recommends it. SCHEDULE A: CONTRACT PARTICULARS 1. Appointment 1 Client, Consultant, Contact Details Client Name [normally Board of Management or ETB] Telephone [enter details] [enter details] Fax [enter details] Email [enter details] Client’s Representative Name [normally Chairperson Board of Management or Principal or ETB representative] Telephone As above[amend if different] As above[amend if different] Fax As above[amend if different] Email As above[amend if different] Consultant Name [Consultancy firm] Telephone [enter details] [enter details] Fax [enter details] Email [enter details]
Guidance-on-Procuring-Consultants-for-Small-Works-3rd-Edition-Apr-2016.docx