Course Content:
OVERVIEW
INTRODUCTION
• What is the ‘plan & spec’ system and how does it work?
• Advantages and disadvantages
• Consider other alternative contractual arrangements
• Importance of getting the arrangement right
THE RIGHT FIT
• Project suitability - is ‘plan & spec’ suitable for my project? Project size and complexity, design, administration, new build, refurbishment, maintenance projects – planned/reactive
• Essentials for success – do’s and don’ts when adopting the system
• Meeting accountability needs
• Project objectives and performance criteria
PROCUREMENT
• Procurement options for ‘plan and spec’, tender documentation, evaluation of best bid
• Project management requirements and incorporation
• Use of consultants
• Purpose of specification
• Identifying and pricing risk
• Tender period / assessing scope and obligations
• Information supply and its timing, design development, certainty, partial design, design by Contractor
• Information via plan or specification
• Design reviews and changes
• Incorporating changes during building
• Avoiding conflicts and ambiguities
WHICH CONTRACT?
• Contractual options for ‘plan & spec’ projects – consider NEC 3 Short Contract, JCT MW Building Contract, NEC3 ECC Contracts with Activity Schedule, bespoke arrangements
• Letters of intent, verbal contracts, contracts by letter
• Contractual significance of specification
• Executing the Contract
• Partnering options – PPC or JCT CE
CONTRACT DOCUMENTATION
• Extent of design information and timing of supply; impact of delays
• Design responsibility
• The specification, format, defining Client requirements, specifying ‘must haves’
• Standard specifications
• Performance specifications
• Schedules of rates, activity schedules
• Avoiding and eliminating discrepancies between drawings and specification
• Priority of documents
• Information flow
• The specification as a project management tool
• Contract procedures
• The role of the programme
• Fixing time and sequence
• Clear drafting and obligations
FINANCIAL CONTROL
• Price certainty
• Payments and certification, schedule of rates, variations, Sub-Contractors, suppliers
• Incorporating Contractor’s incentives
• Risk of scope and quantity
• Payment – mechanism and administration
• Problems or valuing/assessing change.
• Defining original Work Scope. Work included as expressly required and necessary – work not included
IT’S ABOUT TIME!
• Programme management, activity schedules, practical completion, partial completion, sectional completion
• Extension of time – events and procedure
• Monitoring progress and resources
QUALITY MANAGEMENT
• Incorporating quality requirements into contract documentation, quality control on site, notices, defects
• Quality assurance
• As built and maintenance manuals
• Defects and quality control
• Meeting health and safety requirements
RISK
• Risk allocation and management within the contract documentation
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