Contract Planning,
Administration
and Claims Management
Day one : Prepare for Effective Contract
Administration
w Early Contract Planning:
Early Project Definition
Contracting methods available
Selecting the optimum contract type
Guideliness for contractors, subcontractors and suppliers
pre-qualification
Type of tendering to use
w Tender Procedures
Tender package preparation
The contract form
Contents of tender package
Contractor’s view on the tender package
Tender evaluation method
Weighted Evaluation
Numerical Matirx
w Making the award
Resolve excpetions and open issues before awarding the
contract
Hold a pre-award meeting
Review commercial and technical issues
Contract negotiation techniques
Negotiating term, conditions and prices.
Documenting negotiations
Day Two : Contract Administration:
w The contract agreement
Definitions and purpose
Basic requirements of the agreement
Preparartion of the agreement
Additional requirements
The contract documents
Amendments
Contract Termination
w Contract Performance
Performance and the contract
Other performance requirements
w Contract Management Principles
Management responsibility
The owners representative
Assigning functions and duties
Proven people principles
Attitude
Communication
Decision making
Meetings
w Documentation and reports
Documents
Correspondence
Daily reports
Types of reports
w Interface coordination
w Cost reimbursable work
w Schedule and progress evaluation
Preparartion of contractors’ schedule
The ideal schedule
Project schedule implementation
Project schedule enforcement
Schedule monitoring
Schedule impacts
Remedies to recover schedule
Day Three : Tools for Contracts Administration
and Claims Management
w Changes and Extra Work
Some tips on changes
Origins and types of changes
Processing the change
Change control methods
Conractor proposal evaluation
w Quality and Inspection
Quality assurance and incpection
Inspection by third party and surveillance
Responsibility of parties
w Payment of Work
Mesaurement of completed work
Invoicing practicies
Payment for changes and extra work
Equipment and material not installed
Release of retentions
w Subcontractors and Suppliers
The role of the owner
Nominated subcontractors
The role of the contractor
Defining subcontractor’s scope
w Ethics
Day Four : Problems and Solutions in Contract
Administration
w Claims Avaoidance
Introduction to claims avoidance
Defnitions
Claims avoidance during project life cycle
The project life cycle
Basic Project Management Principles in Claims Management
Project risk management and claims avoidance
Pretender phase
Tender phase
Construction phase
Operation and Guarantee phase
w Claims for unforseen conditions at the start
of the job
w Claims for variations
w Job factors affecting productivity
w Claims for payment
w Claims avoidance and the contract
Overview of the contract
Contract Interpretation
General and special conditions of contract
Day Five :
Claims Management
w Claims review
Claims resolution in
General Claims Analysis Procedures
w Case Studies: Common Claims Issues
8 Case Studies from different contracts in
w Negogiation Techniques
Preparing for the initial negotiation
Beginning the negotiation process
Fundamentals of communication
Techniques for a more effective negotiation
w Counterclaims against the contractor