This data sheet is the backbone of a CAR/EAR quote request: with this information in hand, both the consultation and the tendering process move faster. Copy it, fill in what you can – the gaps aren't obstacles, they're talking points. It doesn't ask for health data, and asks for only as much personal data as is needed to identify the project (the parties involved, the location) – the sheet is about the project.
- Seven blocks: basic data, technical scope, value, schedule, parties, location, plant and logistics.
- Filling it in takes about 20–30 minutes – it pays for itself many times over.
- It doesn't need to be perfect: "approx." and "still open" are useful information too.
1. Basic project data
- The project's name and a short description (what's being built/installed):
- The nature of the work: ☐ new build ☐ extension/refurbishment of an existing building ☐ technological/plant installation ☐ mixed
- Your role: ☐ main contractor ☐ subcontractor ☐ principal/client
- Is there a tender or contractual insurance requirement? ☐ yes (tender documentation/clause attached) ☐ no ☐ not yet known
2. Technical scope
- Main structures and technologies (e.g. monolithic frame, steel-frame hall, mechanical/electrical systems):
- Special trades: ☐ groundworks/foundations ☐ demolition ☐ scaffolding ☐ crane work/lifting ☐ installation with testing and commissioning
- Planned subcontractor trades:
3. Value data (basis for the premium calculation – an estimate is a good starting point)
- Total value of the completed project (materials + labour):
- Of which client-supplied materials/own work (if any):
- If an existing building is affected, its estimated value:
4. Schedule
- Planned date of taking possession of the site: · Planned date of handover:
- Length of the maintenance period under the contract:
- Is there a partial handover? ☐ yes ☐ no · Certificate deadline (if any):
5. Parties
- Client/principal (and their requirements, if known):
- Depth of the subcontractor chain: ☐ none ☐ 1 level ☐ multiple levels
- Designer's involvement in the project (who carries the design risk):
6. Location and surroundings
- Address/site characteristics: · Surroundings: ☐ greenfield ☐ built-up/residential area ☐ operating facility/institution
- Proximity and condition of neighbouring buildings (especially relevant for vibration-generating work):
- Hydrological conditions (low-lying land, riverbank, high water table): · Security plan:
7. Plant and logistics
- Own plant on site (type, estimated value):
- Hired plant/equipment (what, from whom, under what loss terms):
- Storage away from the site/significant deliveries (from where, at what value):
Once filled in, it's ready to use as a brief for tendering: bring it to the consultation, or send it over in advance. The thinking behind the questions is explained in the needs-assessment article; for tenders, its companion piece is the tender checklist.
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