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Agency services for development and project properties — Estate agent — Professionals

Provide estate-agency services for the identified project property. Establish the client role and acquisition or disposal mandate and refer development-management or construction tasks to separately appointed providers.

Service scope

Estate-agency advice or brokerage relating to a defined development opportunity or project property, including the client's acquisition or disposal objectives and agreed agency deliverables. Construction delivery, development management and planning services are separate mandates.

What is normally included

  • Define the project-property acquisition or disposal brief
  • Provide agreed estate-agency analysis and marketing or search work
  • Coordinate the specified agency steps and specialist interfaces

What is not included

  • No assumed construction management
  • No guaranteed planning permission or project return
  • Assuming construction management is included
  • Guaranteed planning approval or project returns
  • Construction delivery, development management or planning services unless separately commissioned

Qualification checks

  • Confirm the agency acquisition/disposal versus development management
  • Confirm the project stage and client role
  • Confirm the specific agency deliverables
  • Check that the agency mandate does not imply construction delivery or planning approval
  • Confirm which project claims require verification by the client's separate specialists

Quote guidance

State the agency services, fee basis and any marketing or external costs. Identify specialist reports and project-management work that are not included.

Lead risks

  • Incomplete project information can change an agency assessment
  • Agency advice does not guarantee development permission or returns

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