What Is Expert Determination?
Expert determination is a private, contractually agreed method of resolving disputes by appointing an independent expert to make a decision. Unlike courtroom litigation or even arbitration, expert determination is not governed by complex procedural rules. Instead, the expert’s authority comes directly from the agreement between the parties.
This process is particularly suited to disputes where technical matters are more important than legal interpretation—for example, determining the cause of a defect, establishing the reasonable cost of repairs, clarifying measurement or boundary issues, or evaluating workmanship. Because these matters rely on specialist knowledge, the appointment of a building surveyor provides practical, informed judgment rather than purely legal reasoning.
Why Choose a Building Surveyor as the Expert?
Building surveyors bring not only qualifications but extensive hands-on experience with buildings, construction methodology, regulations, and diagnostics. Their technical background allows them to:
• identify and analyse defects
• review and interpret plans, specifications, and records
• assess workmanship against industry standards
• estimate reasonable costs based on recognised methods
• provide authoritative views on compliance and best practice
These skills make building surveyors especially valuable where the dispute depends on understanding real-world construction issues. Instead of relying on multiple expert witnesses, the decision-maker themselves is the expert, simplifying and streamlining the entire process.
The Expert Determination Process
Although expert determination is flexible, it generally follows a recognisable sequence of steps.
1. Agreement to Use Expert DeterminationThe starting point is an agreement—either a clause in the original contract or a separate agreement made after a dispute arises.
It is important for the parties or agreement to define the issues the expert is to determine, whether the determination will be binding, the expert’s powers and responsibilities the timetable and procedures, how fees will be shared
Clear scoping is essential because the expert must stay strictly within the authority given by the parties.
2. Appointment of the Building SurveyorThe parties either agree on a suitable surveyor or ask a professional body, such as the RICS, to nominate one. The chosen expert must be independent, impartial, and technically competent in the subject matter. They formalise the appointment with terms of engagement and outline the procedure they intend to follow.
3. Defining the Issues
A key early step is confirming the exact questions the expert must answer. These may include:
• Does a defect exist, and what is its cause?
• What is the reasonable cost of proposed remedial works?
• Has the contractor met the required standard of workmanship?
• How should a boundary be interpreted from the available evidence?
Once defined, the expert cannot go beyond these questions. Clarity here prevents future challenges or misunderstandings.
4. Gathering Evidence and Submissions
Both parties then submit their evidence. This might includes:
• plans, drawings, and specifications
• site photographs and inspection reports
• communications between contractor, client, or consultants
• schedules of work or valuations
• technical reports and previous expert opinions
The expert has flexibility to request additional documentation, ask questions, or seek clarification from either party.
5. Site Visits and Technical Investigation
One of the strengths of appointing a building surveyor is their ability to assess the physical issues directly. The expert may:
• inspect the building or land
• take measurements and photos
• use diagnostic tools to identify defects
• review workmanship alongside specifications
• compare completed work to industry standards
This hands-on approach leads to decisions grounded in practical reality rather than abstract argument.
6. Analysis and Decision-Making
Using their professional judgment, industry knowledge, and technical training, the expert analyses all information. They are not bound by the strict evidential rules of court or arbitration, allowing them to reach a practical, reasoned conclusion more efficiently.
7. Issuing the Determination
The expert issues a written determination addressing each question clearly. If binding, it is final with limited grounds for challenge. If non-binding, it still provides a strong basis for settlement or negotiation.
Advantages of Expert Determination
Expert determination offers several notable benefits.
The greatest strength is the expert’s specialist knowledge. Building surveyors understand construction better than most legally trained decision-makers, resulting in more reliable and informed decisions.
2. Speed and Efficiency
Without formal hearings or procedural steps, expert determination is usually faster than arbitration or litigation. Many disputes are resolved within weeks instead of months.
The simplified process and reduced need for lawyers or multiple expert witnesses typically make it one of the most economical ADR options.
4. Flexibility
The parties control the process. Evidence can be informal, timetables can be tight, and the procedure can be tailored to the dispute’s needs.
5. Confidentiality
The process is private, protecting commercial relationships and reputations.
6. Finality
For binding determinations, the outcome is decisive and delivers certainty, which can be particularly valuable in ongoing construction relationships.
Disadvantages of Expert Determination
Despite its strengths, expert determination also has limitations.
1. Limited Ability to Appeal
Because the process is designed for finality, errors—unless serious or procedural—are difficult to challenge. Courts rarely overturn determinations unless the expert exceeded their authority.
2. Not Suitable for Legal or Multi-Party Disputes
If the dispute turns on legal interpretation or involves many parties, processes like arbitration or litigation may be more appropriate.
3. Quality Depends on the ExpertChoosing the wrong expert can lead to flawed outcomes. The entire process hinges on the skill and impartiality of the building surveyor.
4. Less Procedural Protection
The informal nature of the process can be uncomfortable for parties who want structured evidential rules.
5. Enforcement is Contractual
While binding determinations can be enforced, they don’t carry the same statutory weight as arbitration awards or court judgments.
Conclusion
Expert determination led by a building surveyor is a powerful tool for resolving technical construction disputes quickly, efficiently, and cost-effectively. While not appropriate for every situation, it excels when the issues are technical and where parties value speed, expertise, and confidentiality. With careful planning and expert selection, it can be one of the most effective forms of ADR available.
At Harrison Clarke we can assist in dispute resolution including Expert Determination. For more content or to make contact with us head over to our website Harrison Clarke.co.uk
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