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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- Aimportant
- BAgency
- CActual
- Dinformed
- Eauditable
- FExecutive
- Grequirements
- Hchanges
- IProblems
- JTerms
- KDesign
- LConstruction
- MHealth
- NTender
- OFinancial
- PAppendices
- QWilliam
- RLloyds
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- ADifference
- Bhave
- Cis
- Dprofessional
- Ecollusive
- Fdishonesty
- Gpromotes
- Htrust
- Iintegrity
- Jresponsibility
- KPublic
- LInterest
- MDisclousure
- NAct
- Ohigh
- Pstandard
- Qrespect
- RDaventry
- SHousing
- Tbenefit
- UCompetition
- VEnterprise
- WBribery
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- AAlteration
- Bdesign
- C5.1.1.1
- D2.29.1
- E4.22.1
- F5.2
- G5.3
- H21
- Iallowance
- J5.7
- KHudson
- LEmdem
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- A2.27
- Bdelayed
- Ccompletion
- D2.29.9
- EBalfour
- FWalter
- GChestermount
- HCommercial
- ICost
- Jneutral
- KOnus
- Ltime
- Mhistorical
- Nexecution
- OTime
- Pmoney
- Qmonthly
- Rcontractor
- SAscon
- TAlfred
- Ufirst
- Vparty
- WGlenlion
- XGuinness
- Y3.22
- Z2.29.4
- AA4.22.4
- ABbest
- ACendeavours
- ADseperate
- AECDM
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- AQuasi
- BArbitrator
- CInstructions
- DScheldebouw
- ECostain
- FDavy
- GToken
- HMaterials
- ICertificates
- JFair
- Kimpartial
- Lindependent
- Mprofessional
- Njudgement
- Ojudgement
- Popinion
Information
- Description
- Contract Administration & Law Quiz on Essay Plans, created by Jamie Hart on 14/05/2019.
- Author
- Jamie Hart
- Language
- English
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