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Check a preliminaries build-up for gaps

Editor: Owen Hagger

Quantity SurveyorEstimatorPrelimsClaude~1h 30m → 40m typicalIntermediateRisk if wrong: Medium

Paste in your preliminaries build-up and the key job facts and get a list of missing items, odd durations and allowances that don't match the programme.

When to use it

Before a tender goes out, or before you sign off a prelims budget at the start of a job. Prelims are where money quietly goes missing: a crane hired for twelve weeks on a sixteen week frame, no allowance for winter working, or a site manager priced but no one to cover holidays. This gives you a second pair of eyes on the build-up so you can spend your time on the items that matter.

The prompt

You are an experienced UK quantity surveyor and estimator reviewing a main contractor's preliminaries build-up, set out broadly in line with NRM 2 Part 1 (preliminaries).

Job facts:
- Project: [SIZE AND TYPE, e.g. three storey timber frame school extension]
- Contract form: [e.g. JCT DB 2024]
- Contract period: [WEEKS], start [MONTH AND YEAR]
- Site constraints: [ACCESS, LIVE OCCUPIED BUILDING, CITY CENTRE, LIMITED STORAGE, etc.]
- Key programme dates: [PASTE MILESTONES, e.g. frame complete, watertight, handover]

My preliminaries build-up (item, quantity, unit, duration, rate, total):
[PASTE BUILD-UP]

Review it and give me:
1. A table of items that look missing for a job like this, with a one-line reason each.
2. A table of items where the duration does not line up with the programme dates I gave you (for example, scaffold, hoists, cranes, welfare, site staff).
3. A list of items that look duplicated or priced twice elsewhere.
4. Any assumptions I should state as a tender qualification.
5. An arithmetic check of the totals.

Rules: only use the rates and quantities I have given you. Do not suggest your own rates or prices. Where you can't judge something from the information given, say so and list the question I need to answer. Use UK spelling.

What it produced

Three short tables: likely missing items with a reason against each, duration mismatches set against the programme dates, and possible duplicates. Under them, a list of assumptions worth stating as qualifications, a note of any arithmetic errors, and a short list of open questions where the information wasn't enough to judge.

What you still check

  • Every "missing" item against the employer's requirements, the contract and what is already priced in the trade packages.
  • Durations against your actual programme, not just the milestones you pasted.
  • Site staffing and supervision levels against how your business really runs a job of this size.
  • Any qualifications it suggests read properly and won't put the client off before they go into the tender.

Steps

  1. Export your prelims build-up and pull out the key programme dates.
  2. Run the prompt, then work through each table and decide what to add, change or leave.
  3. Update the build-up, add the agreed qualifications and record why you made each change.

Go further

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