THE STREETWISE SUBBIE’S CHECK LISTS

 

“Delays and entitlements – take the Yes/No test!

 

Introduction

 

The “Streetwise Subbie” must adopt a systematic approach from day one on every job, whereby basic routines and records are made the standard norm. 

 

In this section of the web site, we set out a few basic check lists (taken from the “Jack Russell column” in the Electrical Times, “The Streetwise Subbie” book and/or from Jack Russell travelling seminars.

 

Click on the relevant hyperlink  below to go your chosen check list

 

1.      Streetwise Steps for Survival

2.      Basics of a Good Site Supervisor’s Delay Notice

3.      Basics of a good Contracts Manager’s Delay Letter

4.      “Safety first” steps to tackle Problem Situations

5.      What Site Records?

6.      The Real World – a reminder!

7.      Letters of Intent – Is it safe to proceed?

8.      A Payment Check List

9.      Check List of onerous Clauses

10.  Sample Site Records

11.  Letter of Intent – check list

12.  Delays and entitlements – take the Yes/No test!

 

 

 

Just one of these check lists could save you from disaster. Why not download them (ie print them out on your own printer) and use them to help keep your own company or site “disaster proof”.

 

Good luck,

 

 

Jack Russell

 

 

 

 

 

 

STREETWISE STEPS FOR SURVIVAL

 

 

 

1.                   Confirm Start and Completion Dates (both overall and for individual sections).

 

2.                   Record and confirm all Programme Agreements and Revisions.

 

3.                   Notify all Delays to Client/Builder immediately they become apparent.

 

4.                   Notify Client/Builder of Effect of Delays to overall Completion Date.

 

5.                   Apply for Extension of Time when  necessary.

 

6.                   Confirm all Instructions in writing.

 

7.                   Submit Dayworks records for signature at the time.

 

8.                   Recognise “variation” and  “Claims type” situations (eg additional costs due to changes, “extras”, delays, return visits, “piecemeal working” etc) as they become apparent and notify Client/Builder forthwith.

 

9.                   Promptly apply for payment,  with  detailed evaluations.

 

 

In a nutshell  -  PUT IT IN  WRITING AT THE TIME! 

 

 

 

 

 

 

 

 

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BASICS OF A  GOOD SITE SUPERVISOR’S DELAY NOTICE

 

 

 

1.                   DATE

2.                   AREA/BLOCK/FLR LEVEL/ROOM

3.                   PROGRAMME ACTIVITY AFFECTED

4.                   CAUSE OF DELAY

5.                   REQUIRED ACTION FROM CLIENT/BUILDER

6.                   STATE DELAY/EFFECT ON PROGRAMME

7.                   ESTIMATE POSSIBLE EFFECT ON COMPLETION

8.                   REQUEST EXTENSION OF TIME IF NECESSARY

9.                   STATE COST EFFECTS AND NOTIFY CLAIM IF NECESSARY

10.               GIVE BUDGET FORECAST IF POSS.

11.               UPDATE WEEKLY

12.               SHOW WILLINGNESS TO OVERCOME DELAY IF POSSIBLE  (BUT NOT AT OWN COST!)

 

 


 

 

 

 

 

 

 

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BASICS OF A GOOD CONTRACTS MANAGER’S DELAY LETTER

 

 

The prompt giving of  delay notices is vital to getting an extension of time !

 

No delay notices = no extension of time = damages and set off from the builder !

 

 

It is optimistic to expect that the manager or site engineer will always have at his elbow the full sub-contract  conditions etc.   Therefore, it is more important to take prompt action than it is to spend time creating a  legalistic document. 

 

The requirements of most sub-contract conditions are very similar. It boils down to this - the guy with the purse strings is entitled to know immediately there is a "problem", because nobody likes "nasty surprises" after the budget is spent.  Furthermore, he is entitled to be told the exact nature of the problem, how it came about, the immediate effect on programme and progress,  the likely effect on overall completion and any cost implications. So give notice in writing forthwith for each individual delaying or disrupting event as soon as it becomes apparent.  The basics of a good notice are listed below:

 

 

1.                   State the area and location of the problem (eg Level 1 Restaurant)

 

2.                   State the  exact circumstances causing the  delay or disturbance  (ie identify the precise  "cause" of the problem).

 

3.                   Identify "Relevant event" in sub-contract conditions (eg  architect's instructions, late information, delay caused by the employer, lack of access and/or building progress etc).

4.                   Give the expected effect on programme/progress (ie state which sub-contract activities are affected and how).

 

5.                   State what action you require from other parties in order to avoid or reduce the effect of the delay (eg remove scaffolding, pump out water, provide information etc).

 

6.                   If your overall completion date is likely to be affected, give an estimate of the delay and the revised completion date.

 

7.                   Give notice of any cost effects, with details if appropriate.

 

8.                   Update the notice as necessary, if the delay continues.

 

9.                   Don't forget to record when the delay has ceased, and the final effect.

 

 

 

If early warning is given, it may be possible to “nip the problem” in the bud. That will be better for everyone.  Indeed, the subbie should always take a proactive approach and be ready to suggest a way forward. 

 

At the bottom line,  you will protect yourself from possible set-off charges and liquidated damages when the project over-runs.

 

Also, you would probably  be entitled to prolongation costs (ie site preliminaries, staff,  cabins and plant, overheads etc).

 


 

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 “SAFETY FIRST”  STEPS TO TACKLE “PROBLEM  SITUATIONS”

 

 

 

We have all seen  how easy it is for a job to “turn bad”, with crippling financial effects, when beset  with changes, delays and/or disruptions.

 

The chances of avoidance or recovery depend largely  on the following measures being taken by Site Management in good time :

 

 

 

1.                   Recognise and identify all problems as they become apparent.

 

2.                   Notify Client/Builder in writing forthwith.

 

3.                   Be ready to propose and discuss solutions in a proactive and constructive manner ( but this does NOT mean committing the Subcontractor to unreimbursed expenditure! ).

 

4.                   Submit daily records of labour and plant involvement.

 

5.                   Maintain and submit detailed weekly records of  progress,  delays     and/or disruptions

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                        If these positive steps are taken in good time, then there is a fair chance that problems can be “nipped in the bud” by sensible discussion  and action.   If, on the other hand, the problem situation continues, then the Subcontractor will at least be placed in a much stronger position to recover his proper entitlements under the contract conditions.

                       

 


 

 

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WHAT  SITE RECORDS ?

 

 

 

 

 

Most Major National firms of Contractors have a sophisticated system of "Site Records". However, the "system" only works if it is "fed", used and monitored properly on a regular basis.

 

 

THE FOLLOWING IS A CHECK LIST OF BASIC RECORDS:

 

 

*   SITE DIARY recording daily details of labour, plant, Sub-sub-contractors, weather , progress, delays, start and finish dates of activities etc

 

*   SITE ACTION MEMOS/DELAY REPORT .to the Client regarding delays, disruptions, problems, requests for information etc

 

*   CONFIRMATION OF INSTRUCTIONS for confirming all verbal instructions etc

 

*   DRAWING REGISTER for details and dates of all drawings issued and received.

 

*   PROGRAMME REGISTER for recording the Reference, source and date of every and revision received and/or issued note that all should be date stamped on receipt and retained in a safe place)

 

*   TECHNICAL QUERY SHEETS and discrepancies, problems etc Client's Drawings and Specification etc

 

*   DAYWORK RECORDS for recording details of men, and materials engaged on "extra works", "standing time", "return visits", "remedial works" etc

 

*   TIME ALLOCATION SHEETS for daily/weekly allocation of labour time by reference to individual programmed activity, variation, disruption etc

 

*   WEEKLY PROGRAMME/PROGRESS REPORT details of measured and/or percentage for each individual programmed location and activity, with comments as to delays, restraints etc

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THE REAL WORLD – a check list reminder.

 

 

History of the typical construction sub-contract :

 

 

1.                   The “honeymoon” period

2.                   </