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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Page 1: Claims Effective Writing and Presentation 1hr Notes[1]

26/09/2011  

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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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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  

 

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