Construction Claims Preparation & Management – Basic

The course is designed around a mixture of lectures and interactive workshop type classroom activities. The course is Gold Seal certified, 2 credits.

Introduction to claims

  • What are claims and why do they occur?
  • Contract Law; Tort and Statute Liability
  • Express and Implied Provisions
  • Causes of Claims by Owners and Contractors
  • Dispute Resolution Approaches
  • Claims Avoidance Tips

Construction contracts

  • Contract Elements
  • Contract Formats
  • Supplementary Conditions – Appropriate vs Inappropriate
  • Standard Contract Provisions Supplemented – Examples
  • Claim Related Contract Provisions – CCDC2 and OPSS Examples
  • Case Study – Workshop format

Case studies

  • Several case studies will be discussed in a workshop format throughout the 2 day course

Delay analysis

  • Types of Delays
  • Schedule Delay Analysis Methods – AACE Best Practice 39R3
  • Concurrent Delays
  • How To Choose a Method of Forensic Schedule Delay Analysis
  • Advantages and Disadvantages of all Methods

Claim documentation

  • Essential Project Documentation
  • Structure of a Formal Claim Report and Expert Report
  • Typical Contents of a Claim Submission
  • The Principles of Entitlement, Causation and Quantum
  • The Concept of Excusable, Non-Excusable and Compensable Delays
  • How to Calculate Lost Labour Productivity, Extended Direct and Indirect Overheads and Unabsorbed Head Office Overhead and Other Claimable Items

Quantification case study

  • Case Study of an Actual Project claim; Members will analyse and assess the claimed items and amounts in order to conclude a settlement offer; Workshop Format

Who should attend

  • Project Managers/Construction Managers/ Site Supervisors
  • Public or private owner
  • General Contractor/Subcontractor
  • Estimators, Engineers, Architects
  • Legal counsels

Course agenda

Day 1, Nov. 25, 2020

1:00 – 1:15 Introductory Remarks
1:15 – 1:45 Introduction to Claims
1:45 – 2:15 Construction Contracts
2:15 – 2:30 Coffee Break
2:30 – 3:15 Construction Contracts (cont’d.)
3:15 – 4:00 Schedule Delay Analysis


Day 2, Nov. 26, 2020

1:00 – 1:45 Schedule Delay Analysis Case Study
1:45 – 2:15 Claim Document & Quantification
2:15 – 2:30 Coffee Break
2:30 – 2:45 Claim Document & Quantification (cont’d.)
2:45 – 3:45 Claim Document Case Study
3:45 – 4:00 Closing Remarks / Q&A

Nov. 25 & 26, 2020 (2-day course)
Feb. 17 & 18, 2021 (2-day course)
Wed. & Thu. 1pm – 4pm
Instructor-led Live Webinar
Ron Fernandez, B.A.Sc., P. Eng., GSC
TCA member:
INSTRUCTOR: Ron Fernandez, B.A.Sc., P. Eng., GSC

Ron is founder and Principal of Fernandez Construction Claims Experts, providing dispute resolution services to owners, developers and contractors and expert services to legal counsel. Ron has over 30 years experience in the on-site construction management for civil infrastructure, heavy civil, airports, bridge rehabilitation, wind energy and municipal infrastructure projects. He has prepared over 50 claims and expert reports, attended several mediations, and delivered expert testimony in arbitration proceedings. Ron’s extensive experience as a project engineer, project and construction manager on large scale multi-disciplined projects has given Ron the education and experience for understanding project dispute issues and for preparing thorough expert reports to be used in mediation, arbitration or litigation proceedings.