Module 6: Finalising the Claim


In our final module, we’ll cover:

  • why the Executive Summary and Statement of Claim are important parts of a claim narrative;
  • what should be included in these sections and how to effectively draft them;
  • the importance of substantiating every statement made, every fact relied on and each calculation included in the claim;
  • how to best provide substantiation to assist the reviewer and to ensure that your claim is a stand-alone document;
  • how to organise and present exhibits, programmes, calculations and other documents;
  • how to ensure that anything relied upon in the claim narrative is designed to make the reviewer’s job easy and efficient; and
  • the importance of having a peer review carried out before finalising the claim.

The final optional assignment asks you to put everything you have learned into practice. You are asked to set out the various sections of the claim for the second case study and outline each section’s contents.

Module 5: Cause and Effect, Additional Payment and Entitlement


In Module 5, we’ll cover:

  • the types of events that provide entitlement to make a claim;
  • the essential elements of a successful claim;
  • how to develop a claim narrative which links cause with effect;
  • how to identify the information necessary to perform a delay analysis;
  • the importance of justifying the delay analysis, how it has been performed and the results;
  • how to explain the principles of cost recovery in a claim narrative;
  • how simply presented and well-explained calculations will enhance your claim; and
  • how to clearly demonstrate the contractual entitlement in a claim narrative.

The optional assignment for this module is to:

  1. list the information which you would include in a chronology, which sets out the events and establishes ‘the Cause’ of the claim; and
  2. identify the delayed activity(ies) and establish the start and finish of the delay(s).

Module 4: Compilation of and Preliminaries to the Claim


In Module 4 we’ll cover:

  • four Key Points for an effective claim and how to comply with them;
  • how to format and prepare a claim submission to a good professional standard; and
  • how the “front matter” of the claim helps to bring clarity to a reviewer, including how it establishes the background to the claim before the details are presented.

The optional assignment for this module is to prepare the preliminary sections of the claim for the Chariot Commercial Centre case study.

Module 3: Cost Calculations


In this module we’ll help you to:

  • understand and identify what Costs may be claimed;
  • learn the correct principles of cost recovery; and
  • appreciate how to prepare and present the Cost calculations.

The optional assignments for this module include the calculation of daily costs for a salaried member of staff; an hourly-paid worker; hired plant and depreciation of plant of equipment. You are asked to present the calculations clearly so that they may be audited easily by the respondent.

Module 2: Preparing the Claim and Delay Analyses


In Module 2, we’ll help you to:

  • understand the importance of good records;
  • review the types of records necessary for claims;
  • appreciate how good record management makes claim preparation more efficient;
  • learn how to create a timeline to assist with compiling a claim;
  • understand good practice when preparing a baseline programme;
  • learn the correct principles when preparing delay analyses;
  • examine different types of delay analysis;
  • learn the procedure for a Time Impact delay analysis;
  • learn how to examine the results of the delay analysis;
  • correctly calculate an extension of time; and
  • understand how concurrent delay may affect the Contractor’s entitlement.

The optional assignment for this module asks you to study the Chariot Commercial Centre Case Study and the information contained therein with regard to the delayed nominations. We ask you to assume that your project planner has the necessary skills to produce programmes but has no experience of delay analyses techniques. Based on this, we then ask you to consider the information and instructions that you would give to help your planner produce a time impact delay analysis.