NEC3: The Role of the Project Manager

Contents About the authors ix
Abbreviations and other writing conventions used in this book xi
Section 1 1
1 Introduction 3
Overview of this book 3
Section 2 5
2 Overview of the Project Manager role 7
2.1 Who is the Project Manager? 8
2.2 The role of the Project Manager in the ECC 8
2.3 Project Manager behaviours 12
Section 3 15
3 Prior to contract award 17
3.1 Contract strategy 17
3.2 Tender evaluation 17
3.3 Things to look in the contract documentation 18
3.4 Things to look for in the Works Information and Contract Data 18
Section 4 19
4 After contract award but before start on Site 21
4.1 Project team set-up 21
4.2 What the Project Manager is expected to do 23
4.3 Design which takes place prior to the first access date 23
4.4 The first Accepted Programme 24
4.5 Working Areas 24
4.6 Kick-off meeting with the Contractor 25
Section 5 27
5 Start on Site 29
5.1 Overview 29
5.2 Checklist 29
5.3 The project team 30
5.4 Reporting and management 30
5.5 Ongoing design and design of Equipment 31
5.6 Subcontracting 32
5.7 Quality management 33
5.8 Risk Register 37
5.9 The Accepted Programme 38
Section 6 43
6 Chronological management procedures: first month/period 45
6.1 Regular meetings 45
6.2 First programme 45
6.3 First assessment of the amount due 46
6.4 First early warning 49
6.5 First compensation event 49
6.6 First marking of Equipment, Plant and Materials 55
Section 7 57
7 Chronological management procedures: second and later months 59
7.1 Second and later (revised) programmes submitted by the Contractor 59
7.2 Assessment of the amount due: later months 60
7.3 Tests and inspections 63
7.4 Quality management 63
7.5 Dispute resolution 64
Section 8 67
8 Completion and take over 69
8.1 Reaching Completion 69
8.2 Consequences of Completion 70
8.3 Assessment at Completion 71
8.4 Take over 71
Section 9 77
9 After Completion and take over 79
9.1 Defects 79
9.2 Use of the works 80
Section 10 81
10 After the defects date 83
10.1 The defects date 83
10.2 Defects Certificate 83
10.3 Assessment at four week after the Supervisor issues the Defects Certificate 83
Section 11 85
11 Post-project evaluation and learning from experience 87
11.1 Post-project evaluation 87
11.2 Learning from experience 88
12 Summary 89
Appendices 91
Appendix 1 Contract communications 93
Appendix 2 Checklist: What the Project Manager need to know from the Employer 97
Appendix 3 Checklist: What the Project Manager can look for in the contract
documentation 101
Appendix 4 Checklist: Examples of things to look for in the Works Information and
Contract Data 103
Appendix 5 Agenda: First meeting between the Project Manager and the Supervisor 105
Appendix 6 Checklist: Kick-off meeting with the Contractor 107
Appendix 7 Checklist: Templates that can be used by the Project Manager 111
Appendix 8 Regular meeting agendas 113
Appendix 9 Quality management considerations 115
Appendix 10 Project Manager’s checklist for managing quality 117
Appendix 11 Meeting about Defects and other matters about quality 119
Appendix 12 Risk reduction meeting agendas 121
Appendix 13 Checklist: Sources of information that is to be included in the first
programme 123
Appendix 14 Checklist: Information to be included in the first programme 125
Appendix 15 Checklist: Information to collect before undertaking the first assessment
of the amount due 127
Appendix 16 Checklist: First assessment of the amount due 129
Appendix 17 Checklist: Early warnings 131
Appendix 18 Agenda for monthly meeting between the Project Manager and
the Supervisor 133
Appendix 19 Checklist: Information to be included in subsequent programmes 135
Appendix 20 Checklist: Information to be included in the Contractor’s submitted 135
programme 137
Appendix 21 Checklist: Information to collect before undertaking assessments of the
amount due 141
Appendix 22 Checklist: Assessments that take place outside of core clause section 5 143
Appendix 23 Checklist: Information to collect before undertaking the assessment of the
amount due at Completion 145
Appendix 24 Checklist: Assessment of the amount due at Completion of the whole of
the works 147
Appendix 25 Checklists: Completion and take over 149
Appendix 26 Checklist: The defects date and the issue of the Defects Certificate 153
Appendix 27 Information the Project Manager needs to consider for the final assessment 155
Appendix 28 Checklist: Final assessment of the amount due 157
Index 159