Using project records to show delay and disruption CMG CONFERENCE – DUN LAOGHAIRE DUBLIN 6 SEPTEMBER 2017 Using project records to show delay and disruption GEOFF BEWSEY PARTNER – HKA LONDON

TO SHOW DELAY CAUSITIVE EVENT - RECORDS DELAY TO PROGRESS – “work activities take longer than anticipated” “anticipated” = PROGRAMME “take longer” = RECORDS DELAY TO COMPLETION – “… Substantial Completion of the Works or any Section has been, is being or will be delayed beyond the Date for Substantial Completion …” DELAY TO PROGRESS plus ANALYSIS

Programme AND REVISIONS – CURRENT INTENTIONS Public Works Contract: 4.9.1 – “The programme shall be of a quality that will permit effective monitoring of the Works … ” 4.9.3 – “If the Contractor’s programme most recently submitted … does not correspond with actual or reasonably projected progress or the Contractor’s obligations, the Contractor shall … submit … a revised programme … ” NEC 3: 31.3 (implied): practicable show the information which the contract requires; represents the Contractor's plans realistically; comply with the Works Information 32.2 – “… a revised programme … at no longer interval than the interval stated in the Contract Data … “ (typically monthly or 28 days)

PLANNING METHOD STATEMENT Public Works Contract: 4.9.1 (2) - “the order in which and times at which the Contractor proposes to execute the Works, including details of procurement, manufacture, delivery, installation, construction, testing, commissioning and trial operation of Works Items and the sequencing and timing of inspections and of tests”

RECORDS Public Works Contract: 4.10.1 – “… monthly progress reports… ” – see 4.10.2 for content 4.10.2. (1) – “a detailed description of progress of each stage of the Works against the Contractor’s current programme” 9.3.1 – “… the Contractor shall give … full details of the delay and its effect on the progress of the Works.” 10.3.1 (1) – “… details of … all relevant facts about the claim.” NEC3: 32.1: the actual progress achieved on each operation and its effect upon the timing of the remaining work the effects of implemented compensation events and of notified early warning matters GENERIC: What happened, when and why

TO SHOW DISRUPTION DISRUPTION: “a disturbance, hindrance or interruption to a Contractor’s normal working methods, resulting in lower efficiency.” CAUSITIVE EVENT - “a disturbance, hindrance or interruption”: RECORDS LOSS OF PRODUCTIVITY - “normal working methods”: RESOURCED PROGRAMME, METHOD STATEMENTS, MEASURED MILE ANALYSIS (RECORDS) “lower efficiency”: EARNED VALUE PRODUCTIVITY ANALYSIS (RECORDS) DISRUPTION ANALYSIS – LOSS OF PRODUCTIVITY plus ANALYSIS - alignment of cause and effect, “balance of probability”

RESOURCED Programme Public Works Contract: 4.9.1 (4) – “the Contractor’s estimate of each category of Contractor’s Personnel and Contractor’s Things expected to be on Site for each period” 4.9.1 (6) – “… critical resources… ” NEC 3: 32.2 – “for each operation, a statement of how the Contractor plans to do the work identifying the principal Equipment and other resources which he plans to use” GENERIC: Per programme activity: Planned work quantities Planned resource – principal labour, plant and equipment

RECORDS Public Works Contract: 4.10.2 (2) – “the names of Specialists and the off-site suppliers of the main Works Items, and progress and location of the design, manufacture, fabrication, delivery, installation, testing and commissioning of Works Items” 4.10.2 (3) – “details of the Contractor’s Personnel and Contractor’s Things on the Site” GENERIC: Per programme activity: Work quantities achieved per week Daily labour allocations Daily plant and equipment allocations WBS / S-E-L-O programme and record system See next slide

STRUCTURE ELEMENT LOCATION OPERATION NEW BRIDGE POUR 2 POUR 1 POUR 3 PARAPET DECK WALL PIER WALL BASE BASE BASE NORTH ABUTMENT CENTRE SOUTH ABUTMENT REDUCE PILE EXCAVATE PILE BREAK BLIND STEELFIX FORMWORK CONCRETE FALSEWORK FINISHING DRAINAGE BACKFILL

RECORDS, Monitoring and Management GJB Quantity Surveyors Project Manager Site Manager 3 - General Foremen 350 operatives - 36 structures - 7 kilometres - 2 years The records 3 – Record Engineers

DISRUPTION ANALYSIS – LOSS OF PRODUCTIVITY - LABOUR

DISRUPTION ANALYSIS – EXTENDED EARNED VALUE ANALYSIS

DISRUPTION ANALYSIS – EXTENT OF DISRUPTION - HOURS

DISRUPTION ANALYSIS – EXTENT OF DISRUPTION - PERCENT

TO SHOW DISRUPTION DISRUPTION: “a disturbance, hindrance or interruption to a Contractor’s normal working methods, resulting in lower efficiency.” CAUSITIVE EVENT - “a disturbance, hindrance or interruption”: RECORDS LOSS OF PRODUCTIVITY - “normal working methods”: RESOURCED PROGRAMME, METHOD STATEMENTS, MEASURED MILE ANALYSIS (RECORDS) “lower efficiency”: EARNED VALUE PRODUCTIVITY ANALYSIS (RECORDS) DISRUPTION ANALYSIS – LOSS OF PRODUCTIVITY plus ANALYSIS - alignment of cause and effect, “balance of probability”

GEOFF BEWSEY Partner, HKA geoffbewsey@hka.com 06 September 2017 Questions? GEOFF BEWSEY Partner, HKA geoffbewsey@hka.com