claims effective writing and presentation 1hr notes[1]
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26/09/2011
1
Construction Claims and Responses: effective writing and presentation Andy Hewi0
Why is it necessary to produce a fully detailed and professionally presented claim or response?
Presentation of the Claim or Response
Make the reviewer’s job as easy and as pleasant as possible.
Presentation of the Claim or Response
Ensure that the submission document is well presented.
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Presentation of the Claim or Response
Ensure that the document is user-‐friendly.
Presentation of the Claim or Response
Ensure that the submission is a stand-‐alone document.
Presentation of the Claim or Response
Assume that the reviewer has no prior knowledge of the project.
Presentation of the Claim or Response
Use the narraJve to lead the reviewer to a logical conclusion.
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3
Presentation of the Claim or Response
Use the narraJve to explain other documents a0ached as substanJaJon or in support of the narraJve.
Presentation of the Claim or Response
Ensure that wording, Jtles, and the like included in supporJng documents are consistent with the narraJve.
Presentation of the Claim or Response
Ensure that the logic contained in supporJng calculaJons, programmes and the like is explained clearly.
Presentation of the Claim or Response
Ensure that statements made are substanJated by reference to the project records or other documents and include copies of such documents as substanJaJon
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Presentation of the Claim or Response
Take care with prose, grammar and punctuaJon and ensure that the narraJve is easily read and properly understood.
Presentation of the Claim or Response
Avoid the use of acronyms and abbreviaJons.
Presentation of the Claim or Response
Keep the wriJng style simple and direct.
Presentation of the Claim or Response
Avoid ‘legalese’ and unnecessarily complicated language.
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Presentation of the Claim or Response
Ensure that references to the parJes within the narraJve are unambiguous
Presentation of the Claim or Response
IdenJfy quotaJons correctly and consistently
Presentation of the Claim or Response
When possible, use the actual wording of clauses rather than paraphrasing their meanings.
Presentation of the Claim or Response
Ensure that the submission document is well ordered and indexed to enable a reviewer to quickly find documents.
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Presentation of the Claim or Response
Present reference material and documents used as substanJaJon in a separate volume to the narraJve
Presentation of the Claim or Response
Ensure that a 3rd-‐party review is carried out before finalisaJon of the document.
The Essential Elements of a Successful Claim • Cause • Effect • EnJtlement • SubstanJaJon
C.E.E.S
The Narrative • Front cover • Statement of Claim • Brief details of the contract, project, nature of the claim, circumstances giving rise to the claim, cause, effect and enJtlement
• DefiniJons, AbbreviaJons and ClarificaJons. • The Contract ParJculars
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The Narrative • The Method of Delay Analysis • Details of the Claim for an Extension of Time. • Cause, effect, delay analysis, enJtlement.
• Details of the Claim for AddiJonal Payment. • Cause, effect, enJtlement.
The Appendices • Exhibits • Le0ers, minutes, site records etc.
• The Baseline Programme • Delay Analyses Programmes. • Drawings • Photographs. • Cost CalculaJons. • SubstanJaJon of the Cost calculaJons. • Labour and plant records, quanJJes, payroll, invoices etc.
Responses and Determinations Everything that applies to the claim applies equally to a response document. In summary the main points are: • User friendly. • Stand alone document • Lead to a logical conclusion • Professional presentaJon • CEES
Thank You
ahewi0.cccc@gmail.com www.hewi0construcJonconsultancy.com
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