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Essay Plans

Jamie Hart 5 questions

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  1. 1Reporting - [blank_start]Agency[blank_end] Function
    - Most [blank_start]important[blank_end] duties
    - [blank_start]Actual[blank_end] progress & activities forecast
    - Required to keep clients [blank_start]informed[blank_end], management controls operated, provides discipline, communication mechanism and [blank_start]auditable[blank_end] trail

    CIOB (2014) - Briefing Note 4.01 - Reporting guidance
    [blank_start]Executive[blank_end] Summary - Short statements on events achieved, near events, design & construction progress, financial status.
    Client [blank_start]requirements[blank_end]
    Status breief
    Client [blank_start]changes[blank_end]
    [blank_start]Problems[blank_end]/solutions
    [blank_start]Terms[blank_end] of commitment
    [blank_start]Design[blank_end] report
    [blank_start]Construction[blank_end] progress
    [blank_start]Health[blank_end] & safety
    [blank_start]Tender[blank_end] report
    [blank_start]Financial[blank_end] report - Construction/project costs, anticiapted, risk, future cash flows, S-curve
    [blank_start]Appendices[blank_end]

    Case Law:
    [blank_start]William[blank_end] Clake Partnership v Dock St [2016]
    - No monthly reports
    [blank_start]Lloyds[blank_end] Bank plc v McBains Cooper [2015]
    - 5 reports without visiting site, false pictures
    Pozzolanic Lytag v Brian Hobson Associates [1999]
    - CA should follow professional guidance
    1. Aimportant
    2. BAgency
    3. CActual
    4. Dinformed
    5. Eauditable
    6. FExecutive
    7. Grequirements
    8. Hchanges
    9. IProblems
    10. JTerms
    11. KDesign
    12. LConstruction
    13. MHealth
    14. NTender
    15. OFinancial
    16. PAppendices
    17. QWilliam
    18. RLloyds
  2. 2Ethics - [blank_start]Difference[blank_end] between what you [blank_start]have[blank_end] the right to do and what [blank_start]is[blank_end] right.
    What it means to be [blank_start]professional[blank_end]. Must act honestly with integrity and avoid conflicts of interests.
    Construction industry has been affected by [blank_start]collusive[blank_end] tendering, price-fixing, [blank_start]dishonesty[blank_end] and bribery

    1) Act in a way that [blank_start]promotes[blank_end] [blank_start]trust[blank_end] within the industry
    2) Act with [blank_start]integrity[blank_end]
    3) Take [blank_start]responsibility[blank_end]
    4) Note the [blank_start]Public[blank_end] [blank_start]Interest[blank_end] [blank_start]Disclousure[blank_end] [blank_start]Act[blank_end] 1998
    5) Always provide a [blank_start]high[blank_end] [blank_start]standard[blank_end] of service
    6) Treat others with [blank_start]respect[blank_end]

    [blank_start]Daventry[blank_end] District Council v District [blank_start]Housing[blank_end] [2012]
    - Court will penalise those who seek to [blank_start]benefit[blank_end] from unscrupulous behaviour.

    [blank_start]Competition[blank_end] Act 1998
    - Prohibits agreements, concerted practices
    - Penalises company for collusion (up to 10% of turnover)

    [blank_start]Enterprise[blank_end] Act 2002
    - Price fixing, restricting supply, rigged bids
    - Penalises individuals for anti-competitive or dishonest behaviour (extensive fines or 5 years)

    [blank_start]Bribery[blank_end] Act 2010
    - Forbids giving or receiving bribes
    - Ind - 10 yrs, unlimited fines.
    - Firm - unlimited fines, unable to tender
    1. ADifference
    2. Bhave
    3. Cis
    4. Dprofessional
    5. Ecollusive
    6. Fdishonesty
    7. Gpromotes
    8. Htrust
    9. Iintegrity
    10. Jresponsibility
    11. KPublic
    12. LInterest
    13. MDisclousure
    14. NAct
    15. Ohigh
    16. Pstandard
    17. Qrespect
    18. RDaventry
    19. SHousing
    20. Tbenefit
    21. UCompetition
    22. VEnterprise
    23. WBribery
  3. 3Variation - [blank_start]Alteration[blank_end] or modification of the [blank_start]design[blank_end], quality or quantity of the works including the addition, omission or substitution of any work (Clause [blank_start]5.1.1.1[blank_end]).

    Clause [blank_start]2.29.1[blank_end] - Relevant event
    Clause [blank_start]4.22.1[blank_end] - Relevant matter (excl. Schedule 2)

    Onus on contractor to show before, after & effect.

    Valuation:
    - Site management
    - Additional office staff management
    - Additional labour, plant & equipment
    - Acceleration costs
    - Material costs
    - Temporary works

    3 Mechanisms for valuation

    1) Clause [blank_start]5.2[blank_end] - Valued by QS
    - SC/SC - Same rates (5.6.1.1)
    - SC/DC - BQ basis, [blank_start]allowance[blank_end] for difference (5.6.1.2)
    - DC/SC - Pro rata rates
    - DC/DC - Fair & reasonable (5.6.1.3)

    2) Clause [blank_start]5.3[blank_end] - Schedule 2 Quotation
    - Instruction for variation
    - Contractor has 7 days to object
    - Schedule 2 quotation within [blank_start]21[blank_end] days

    Clause [blank_start]5.7[blank_end] - Daywork
    - Difficult to measure
    - Based on prime cost 5.7.2 + 5.7.2
    - Contractor to provide CA with vouchers

    [blank_start]Hudson[blank_end] - OHP proportional to tender

    [blank_start]Emdem[blank_end] - OHP proportional to company at time
    1. AAlteration
    2. Bdesign
    3. C5.1.1.1
    4. D2.29.1
    5. E4.22.1
    6. F5.2
    7. G5.3
    8. H21
    9. Iallowance
    10. J5.7
    11. KHudson
    12. LEmdem
  4. 4Contract Claims
    Clause [blank_start]2.27[blank_end] - Contractor to notify CA when progress becomes [blank_start]delayed[blank_end] stating particular relevant event.
    EOT - Defers [blank_start]completion[blank_end] date.

    Exceptionally Adverse Weather

    JCT - [blank_start]2.29.9[blank_end] Exceptionally Adverse Weather is relevant event
    - Weather not expected at time of year
    - [blank_start]Balfour[blank_end] Beatty v [blank_start]Chestermount[blank_end] Properties [1993] - [blank_start]Onus[blank_end] on contractor to provide info to CA
    - [blank_start]Walter[blank_end] Lawrence v [blank_start]Commercial[blank_end] Union Properties [1984] - Weather assessed at [blank_start]time[blank_end] work due to be completed, not programmed
    Additional time only - [blank_start]Cost[blank_end] [blank_start]neutral[blank_end]

    NEC4 - Calculation
    - Requires production of [blank_start]historical[blank_end] data (10 yrs) prior to [blank_start]execution[blank_end]
    - Compensation event - [blank_start]Time[blank_end] & [blank_start]money[blank_end]
    - EOT granted if worse than [blank_start]monthly[blank_end] average

    Programme Float

    - Generally belongs to [blank_start]contractor[blank_end] to cover programme risks.
    - [blank_start]Ascon[blank_end] Contracting v [blank_start]Alfred[blank_end] McAlpine [1999] - Case law also argues belongs to [blank_start]first[blank_end] [blank_start]party[blank_end] to use it. Client may issue variation & not EOT.
    - Contractors Programme - No contractural status, start & end date only.
    - [blank_start]Glenlion[blank_end] Construction v The [blank_start]Guinness[blank_end] Trust [1989] - Contractor change programme

    Antiquities

    - [blank_start]3.22[blank_end] Discovery of Antiquities - Anything historical (bombs, bones, coins etc)
    - [blank_start]2.29.4[blank_end] Relevant Event
    - [blank_start]4.22.4[blank_end] Relevant Matter
    - Contractor must use [blank_start]best[blank_end] [blank_start]endeavours[blank_end] to not disturb
    - CA to instruct under 3.22
    - Two [blank_start]seperate[blank_end] claims - time & money
    - Must check [blank_start]CDM[blank_end], insurance, H&S implications
    1. A2.27
    2. Bdelayed
    3. Ccompletion
    4. D2.29.9
    5. EBalfour
    6. FWalter
    7. GChestermount
    8. HCommercial
    9. ICost
    10. Jneutral
    11. KOnus
    12. Ltime
    13. Mhistorical
    14. Nexecution
    15. OTime
    16. Pmoney
    17. Qmonthly
    18. Rcontractor
    19. SAscon
    20. TAlfred
    21. Ufirst
    22. Vparty
    23. WGlenlion
    24. XGuinness
    25. Y3.22
    26. Z2.29.4
    27. AA4.22.4
    28. ABbest
    29. ACendeavours
    30. ADseperate
    31. AECDM
  5. 5Decision-making Function
    - [blank_start]Quasi[blank_end]-[blank_start]Arbitrator[blank_end] - First person to resolve disputes

    Main independent duties
    - [blank_start]Instructions[blank_end] - Complete works, correct errors, variations, provisional sums
    - [blank_start]Materials[blank_end] & workmanship - PM must supervise/inspect work & ensure in accordance with contract docs
    - [blank_start]Certificates[blank_end] - Interim (monthly intervals, value of work), non-completion (failure), PC (PM opinion works acheived), making good defects (defects made duly good), final certificate (PM satisfied with work).

    [blank_start]Scheldebouw[blank_end] v St James Homes [2006] - PM agency & decision making function
    - [blank_start]Fair[blank_end] and [blank_start]impartial[blank_end]

    [blank_start]Costain[blank_end] v Bechtel [2005] - PM must exercise [blank_start]independent[blank_end] judgement

    [blank_start]Davy[blank_end] Offshore v Emerald Field Contracting [1992] - PM must act fairly with [blank_start]professional[blank_end] skill & [blank_start]judgement[blank_end]

    [blank_start]Token[blank_end] Construction Co v Charlton Estates [1973] - PM must exercise [blank_start]judgement[blank_end], [blank_start]opinion[blank_end] and skill

    1. AQuasi
    2. BArbitrator
    3. CInstructions
    4. DScheldebouw
    5. ECostain
    6. FDavy
    7. GToken
    8. HMaterials
    9. ICertificates
    10. JFair
    11. Kimpartial
    12. Lindependent
    13. Mprofessional
    14. Njudgement
    15. Ojudgement
    16. Popinion

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Description
Contract Administration & Law Quiz on Essay Plans, created by Jamie Hart on 14/05/2019.
Language
English
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