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FIDIC 2017 The Contract Manager’s Handbook

R2600,00 Incl. VAT

Product Code: TD/TTP/F7CMH
FIDIC 2017: The Contracts Manager’s Handbook is a practical guide to the effective use of the management procedures within the 2017 FIDIC suite of contracts. The book gives step-by-step guidance through the use of flowcharts, timelines and case studies drawn from the author’s experience, showing how to manage the contract effectively, and explaining exactly what is expected of each of the parties and when.

Additional information

Weight 1000 g
Author

Geoffrey Smith PS Consulting, France
Publication Date

December 2023
Publisher

Emerald Publishing/ICE Publishing
ISBN

9780727766526
Contents Preface xi
About the author xiii
Glossary xv
Abbreviations xxvii
01 Introduction 1
02 Setting the scene 5
2.1 Introduction 5
2.2 Contract Data 6
2.3 Special Provisions 8
2.4 Specifications, Drawings and Employer’s Requirements 10
03 The basics 13
3.1 Definitions 13
3.2 Notices and Communications 17
3.3 Law and Language 22
3.4 Priority of Documents 23
3.5 Contract Agreement 26
3.6 Joint Ventures 26
3.7 Limitation of Liability 27
04 Basic obligations of the employer 29
4.1 Introduction 29
4.2 Provision of the Site 29
4.3 Assistance with respect to permits, copies of Laws
and so forth 32
4.4 Employer’s Personnel and Other Contractors 32
4.5 Financial Arrangements 33
4.6 Site Data 35
05 The role of the engineer/employer’s representative 39
5.1 The Person 39
5.2 Authority 40
5.3 Delegation 41
5.4 Instructions 43
5.5 Determinations 45
06 Basic obligations of the contractor 57
6.1 Introduction 57
6.2 General Obligations 57
6.3 Resources 58
6.4 Methods of working 58
6.5 Contractor’s Representative 59
6.6 Key Personnel 60
6.7 Contractor’s Personnel 61
6.8 Contractor’s Superintendence 62
6.9 Contractor’s Equipment 62
6.10 Goods 62
6.11 Contractor’s Records and Progress Reports 64
6.12 Cooperation and coordination 67
6.13 Health and safety 68
6.14 Environment 71
6.15 Code of Conduct 72
6.16 Management Strategies and Implementation Plans 73
6.17 Subcontractors, Nominated Subcontractors and Suppliers 74
07 Design 81
7.1 Employer’s design 81
7.2 Employer’s Requirements 83
7.3 Design by Contractor 86
7.4 Preparation and processing of Contractor’s Documents 89
7.5 As-Built Records and Operation and Maintenance
Manuals 92
7.6 Training 95
08 Project start-up 97
8.1 Performance, Environmental and Social Performance,
and Advance Payment Securities 97
8.2 Advance Payment 102
8.3 Notice of Commencement 103
8.4 Means of access and additional working areas 108
8.5 Permits 109
8.6 Mobilisation 109
8.7 Checklist for Commencement of Works 110
09 Quality 113
9.1 Quality Assurance 113
9.2 Samples 114
9.3 Inspections 115
9.4 Tests (other than the Tests after Completion) 116
9.5 Defects and Remedial Work 118
10 Timing 121
10.1 Contractor’s Programme 121
10.2 Time for Completion 123
10.3 Advance Warnings 123
10.4 Monthly reports 124
10.5 Delay Damages 125
10.6 Intermediate Milestones 126
10.7 Extensions of Time 128
10.8 Concurrent delay 129
10.9 Delays Caused by Authorities 130
10.10 Suspensions instructed by the Engineer/Employer 131
10.11 Rate of Progress 133
10.12 Acceleration 133
11 Completion of the works 135
11.1 Tests on Completion 135
11.2 Taking Over 143
11.3 Tests after Completion 147
11.4 Defects Notification Period 150
11.5 Completion of Outstanding Work and
Remedying Defects 151
11.6 Cost of Remedying Defects 151
11.7 Extension of Defects Notification Period 152
11.8 Failure to remedy defects 153
11.9 Remedying of Defective Work off Site 153
11.10 Further Tests after Remedying Defects 154
11.11 Right of Access after Taking Over 154
11.12 Searching for the cause of a defect (root cause
investigation) 154
11.13 Performance Certificate 155
11.14 Legal liability for defects 156
12 Payments 159
12.1 Contract Price 159
12.2 Preparation of Statements 162
12.3 Retention 170
12.4 Advances for Materials on Site 172
12.5 Interim Payment Certificate 174
12.6 Payments 178
12.7 Currencies of Payment 179
12.8 Late payment 180
12.9 Statement at Completion 181
12.10 Final Statement 182
12.11 Discharge, Final Certificate and Final Payment 183
12.12 Cessation of Employer’s Liability 188
13 Variations and adjustments 189
13.1 Right to Vary 189
13.2 Variation by Instruction 191
13.3 Variation proposals 192
13.4 Value Engineering 193
13.5 Valuation of the Variation 193
13.6 Omissions 195
13.7 Dayworks 196
13.8 Provisional Sums 196
13.9 Adjustments for major changes in quantity 197
13.10 Adjustments for changes in legislation 198
13.11 Adjustments for Changes in Cost 199
14 Suspension and termination 205
14.1 Termination by the Employer due Contractor’s
default 205
14.2 Termination by the Employer “for convenience” 209
14.3 Suspension by the Contractor 211
14.4 Termination by the Contractor due Employer’s
default 212
15 Contractor’s care of the works, employer’s risks,
exceptional events 219
15.1 Contractor’s care of the Works 219
15.2 Employer’s Risks 219
15.3 Indemnities 221
15.4 Exceptional Events 222
15.5 Release from Performance under the Law 224
16 Insurances 227
17 Claims 231
17.1 Notice of Claim 237
17.2 Response to the Notice of Claim 238
17.3 Contemporary Records 238
17.4 Fully detailed Claim 239
17.5 Claims of continuing effect 241
17.6 Agreement or determination of the Claim 243
17.7 General requirements 245
18 Disputes 247
18.1 Background 247
18.2 DAAB appointment 248
18.3 Replacement of DAAB Member 248
18.4 Failure to agree on appointment 248
18.5 DAAB Agreement 249
18.6 DAAB Procedural Rules 250
18.7 Notice of Effective Date 250
18.8 Warranties/Declaration of Independence 251
18.9 General Obligations 252
18.10 Indemnities 253
18.11 Remuneration 253
18.12 Failure to agree fees 254
18.13 Resignation of the DAAB Member 254
18.14 Termination of the DAAB Member 255
18.15 Effects of resignation or termination 255
18.16 Challenges 255
18.17 Duration of DAAB Agreement 258
18.18 Communications 258
18.19 Site visits and meetings 259
18.20 Avoidance of Disputes 261
18.21 Powers of the DAAB 262
18.22 Reference of a Dispute to the DAAB 263
18.23 Hearings 264
18.24 Decisions 265
18.25 Amicable Settlement 268
18.26 Compliance 268
18.27 Arbitration 269
18.28 No DAAB in place 270
18.29 World Bank Special Provisions 271
19 The 2022 reprint 273
19.1 Background 273
19.2 The definition of ‘Claim’ 273
19.3 The definition of ‘Dispute’ 275
19.4 Clarifications with respect to ‘Part(s)’ 276
19.5 Errors in Setting Out reference items 276
19.6 Contractor’s Discharge 277
19.7 The appointing official 277
19.8 Referral to the DAAB of a deemed rejection by
the Engineer 278
19.9 General Conditions of DAAB Agreement and
DAAB Procedural Rules 279
19.10 Notes on the Preparation of Special Provisions 279
Annex 1 – Code of conduct for contractor’s
personnel (ES) form 281
Annex 2 – Significant changes in the 2022 reprint 285
Index 311