Contract Management and Claims Training Course

Participants can convert a signed agreement into a practical mobilisation and administration plan.

• Post-award mobilisation checklist for documents, teams, systems and controls
• Contract strategy aligned with delivery model, risk appetite and critical interfaces
• Kick-off agenda covering scope, communications, authority and performance expectations
• Baseline documents identified before work, supply or service commencement
• Interface matrix for client, contractor, subcontractor, consultant and supplier responsibilities
• Administration plan milestones tied to contractual dates and project controls

Participants can test scope clarity and manage contractual deliverables against the agreed baseline.

• Scope hierarchy resolving conflicts between agreement, specifications, drawings and schedules
• Deliverables register defining acceptance criteria, due dates and accountable parties
• Requirements traceability matrix linking contractual obligations to technical evidence
• Ambiguity review using assumptions logs, clarifications and precedence clauses
• Acceptance procedures for inspections, tests, commissioning and handover documentation
• Scope creep indicators distinguished from authorised changes and corrective work

Participants can identify risk allocation and determine the remedies available when risks materialise.

• Risk allocation matrix covering time, cost, quality, safety and third parties
• Force majeure, change in law and unforeseeable conditions clauses
• Indemnities, liability caps, exclusions and insurance obligations compared
• Liquidated damages and service credits assessed against performance failures
• Risk register linked to contractual mitigation duties and notification requirements
• Remedy selection based on breach, causation, evidence and contractual wording

Participants can interpret key commercial clauses and identify their operational consequences.

• Clause interpretation using defined terms, operative wording and document hierarchy
• Conditions precedent, warranties and representations distinguished from performance obligations
• Time bars, limitation periods and notice requirements identified early
• Entire agreement and waiver clauses assessed before informal commitments
• Assignment, subcontracting and novation controls reviewed for approval requirements
• Contract amendments drafted through authorised variation and signature procedures

Participants can administer pricing and payment provisions while preserving auditability and entitlement.

• Lump sum, remeasurement, cost reimbursable and target cost pricing
• Payment schedule matched to milestones, deliverables, certificates and invoice requirements
• Valuation methods for measured work, provisional sums and dayworks
• Retention, advance payment, bonds and guarantees tracked through registers
• Invoice review checklist covering evidence, tax, deductions and approval status
• Payment disputes analysed through contractual due dates and certification provisions

Participants can operate a controlled process for identifying, authorising, valuing and recording change.

• Change-control workflow from request through approval, valuation and implementation
• Written instruction requirements compared with informal site or operational directions
• Variation register capturing scope, authority, time, cost and status
• NEC4 compensation events and FIDIC variation concepts contrasted
• Change impact assessment covering schedule, resources, quality and risk
• Unauthorised work managed through reservation of rights and escalation

Participants can design an evidence system that supports administration, payment and future claims.

• Contemporaneous records strategy for events, decisions, progress and cost
• Document control protocol covering versioning, transmittals, access and retention
• Daily records capturing labour, plant, weather, instructions and disruptions
• Meeting minutes structured around decisions, actions, reservations and deadlines
• Correspondence register tracking notices, responses, acknowledgements and outstanding issues
• Evidence bundles indexed by issue, chronology, source and contractual relevance

Participants can monitor contractual performance and initiate timely corrective action.

• Key performance indicators linked to contractual service levels and remedies
• Performance dashboard integrating progress, quality, safety, cost and compliance
• Earned value measures used to interpret schedule and cost trends
• Non-conformance reports connected to corrective actions and contractual obligations
• Supplier review meetings structured around evidence, actions and escalation
• Performance improvement plans with milestones, owners and verification criteria

Participants can issue timely contractual communications that protect entitlement and promote resolution.

• Early warning procedure identifying emerging threats before contractual breach
• Notice checklist covering clause reference, event, impact, remedy and deadline
• Reservation of rights wording protecting position during continuing performance
• Notice periods calculated from trigger events, receipt rules and working days
• Response protocols for defective, late or disputed contractual notices
• Escalation thresholds linking notices to management intervention and legal review

Participants can assess whether a potential claim has contractual entitlement and sufficient proof.

• Claim triage separating entitlement, causation, quantum and procedural compliance
• Issue chronology built from contract events, notices and contemporaneous records
• Cause-and-effect analysis connecting breach, event, impact and loss
• Burden of proof considered for claimant and responding party positions
• Claim register categorising time, cost, quality, payment and termination issues
• Merits assessment using contractual clauses, facts, evidence and defences

Participants can prepare or review a structured claim submission and reasoned response.

• Claim narrative structured around facts, contractual basis, impact and relief
• Particulars schedule listing dates, documents, witnesses, calculations and assumptions
• Entitlement matrix matching each claim head to clause and evidence
• Claim substantiation tested for completeness, consistency, causation and mitigation
• Defence strategy identifying factual gaps, contractual defences and counterclaims
• Without prejudice communications distinguished from open contractual correspondence

Participants can evaluate delay events and prepare an evidence-based extension-of-time assessment.

• Critical path method fundamentals applied to contractual completion milestones
• Baseline programme quality checks before delay analysis begins
• Time-impact analysis modelling prospective effects of delay events
• As-planned versus as-built analysis identifying actual progress divergence
• Concurrency assessed through causation, criticality and contractual allocation
• Extension-of-time submissions supported by programmes, notices and event records

Participants can distinguish disruption from delay and assess associated productivity and time-related costs.

• Disruption indicators including resequencing, stacking, access restrictions and overtime
• Measured mile analysis comparing unaffected and affected productivity periods
• Prolongation costs classified as site overheads, staff, plant and facilities
• Resource records tested against programme logic, causation and mitigation
• Productivity loss claims separated from inefficiency caused by contractor performance
• Mitigation evidence demonstrating reasonable steps to reduce time and cost

Participants can calculate and challenge claim quantum using transparent cost and valuation methods.

• Quantum model separating direct cost, time-related cost and consequential loss
• Cost build-ups verified through payroll, invoices, plant logs and ledgers
• Daywork sheets reconciled with instructions, timesheets and approved rates
• Overhead recovery methods assessed against contract wording and accounting evidence
• Interest calculations based on payment provisions, rates and overdue periods
• Claim schedules checked for double counting, contingencies and unsupported assumptions

Participants can plan claim negotiations that protect contractual positions while seeking workable settlement.

• Negotiation preparation using issues lists, evidence summaries and settlement ranges
• BATNA and WATNA analysis for commercial dispute decision-making
• Interest-based bargaining separated from concession without contractual authority
• Position papers presenting facts, entitlement, quantum and proposed resolution
• Settlement terms addressing scope, release, confidentiality, payment and future performance
• Dispute avoidance boards and senior executive meetings used appropriately

Participants can select and prepare for proportionate dispute-resolution procedures under the contract.

• Escalation ladder from project meeting to mediation, adjudication and arbitration
• Jurisdiction clauses, governing law and dispute forum reviewed carefully
• Adjudication referrals prepared with defined disputes, evidence and requested remedies
• Mediation strategy balancing commercial settlement, confidentiality and relationship preservation
• Arbitration preparation requirements for pleadings, witnesses, documents and experts
• SCL Delay and Disruption Protocol principles applied to disputed delay

Participants can manage high-risk suspension, termination and close-out actions with controlled documentation.

• Suspension rights tested against notice requirements, payment defaults and safety events
• Termination grounds distinguished between default, convenience, insolvency and repudiation
• Termination checklist covering authority, notices, possession, security and communications
• Close-out plan addressing final account, records, warranties and outstanding defects
• Lessons-learned review converting claim causes into improved contract controls
• Final release documents reviewed for reservations, waivers and unresolved claims

Participants can produce, review and present a complete contract administration and claim response dossier for a project case.

• Contract administration plan integrating governance, obligations, controls and reporting
• Obligations register prioritised by critical dates, consequences and accountable owners
• Change-control workflow mapped from instruction through valuation and approval
• Evidence plan linking records, notices, programmes, costs and claim issues
• Claim assessment model presenting entitlement, causation, quantum and recommended action
• Dispute-escalation plan defining negotiation authority, forums and decision thresholds