A first QS meeting should focus on the choice you need to make and when. You do not need a perfect folder, but a short brief helps the discussion lead to useful work.
What decision do you need the QS’s first piece of work to support?
Your First Meeting With A QS Consultant: Explain The Job
Give the site, stage, value and type of work. Say who you act for and who can approve the QS appointment.
Be clear about the real deadline. A tender due next week needs a different task from a budget still being developed.
Be Open About The Records
Send an index of the terms, plans, programme and cost or payment files. Mark current versions and explain gaps.
Raise conflicts and privacy terms before sharing files. Tell the QS about cash pressure or a dispute so the scope can address what matters most.
The problem has been discussed. What exactly will be delivered next?
- Role and deadline
State who appoints the QS and the next decision.
- Records
Index the current terms and project facts.
- Output and fee
Agree the task, format and review point.
Agree the output and timing against the records available before settling the appointment scope.
Agree The Next Output
Record work, inputs, dates and fee. Check meetings, visits, exclusions and who can rely on the advice.
Ask whether the first review is charged and how extras are agreed. A fixed fee needs a clear task and inputs. Give both sides enough detail to scope it fairly.
General guidance. Check your signed contract and the job facts. Get legal advice where needed.