Monthly QS support needs clear tasks and inputs to be useful. Agree what the QS will produce and what the site and finance teams must provide between reviews.
What inputs does the QS need before a useful monthly report can be issued?
Agree The Scope With Your Outsourced Quantity Surveyor
Tasks may cover claims, changes, trade accounts and forecasts. Choose the outputs needed for your role rather than assume each visit covers all QS work.
Set cut-off dates, reports and meetings. Name who gives site facts and who may approve the next action.
Use Shared Records
Link the work to ledgers, programmes and change logs. Use one set of figures so the team can follow the same report.
Daily records and notices still need care between visits. A monthly report does not replace those controls.
The monthly service is scoped. How will the report lead to decisions?
- Inputs
Receive current cost, progress and change facts.
- Report
Explain forecast, cash and open issues.
- Follow-up
Name the owner and next action.
Agree the input dates, outputs and follow-up responsibilities as one working cycle.
Follow The Actions Through
Show why forecasts moved and what choice is now needed. Give each action an owner and date, then review the result next month.
Agree visits, travel, file access and outputs within the scope. If a new job or urgent tender adds work, review the plan and fee so the service still fits the need.
General guidance. Check your signed contract and the job facts. Get legal advice where needed.