CiO Claim Builder

The contract and the parties

Who the parties are, what the Contract is and when it runs. These particulars appear in Section 2 of the claim and in every citation.

Claim title

Claim number

The Contractor

The Employer

The Engineer

Form of contract

Project name

Contract number

Contract Agreement signed on

Contract Price

Commencement Date

Time for Completion (days)

Claim assessed up to

The date to which the effects are quantified. Later effects are reserved.

Scope of the Works, in a sentence or two

Location, programme and access (optional, used in Section 2)

Project location and coverage

Programme submitted on

Submission letter reference

Programme accepted on

Acceptance letter reference

Access to the Site (as given, and any shortfall)

What happened

The event or events giving rise to the claim, in your own words. The builder maps them onto the clauses of the selected form and writes the Statement of Facts around the chronology.

Cause of delay

Short name for the event

Clauses relied on

Pre-selected from the cause. Click to add or remove; each becomes a proposition in Section 5.

The facts, as you would tell them to counsel

The contractual procedure the Employer or Engineer had to follow (optional)

Parts of the Works affected

Position as at the assessment date

The chronology

Dated events with the letter that proves each one. Rows arrive from the evidence desk, or can be typed here. The Statement of Facts is written from this table and every row is cited with its annex.

Notice of Claim given on

Notice letter reference

The Contractor became aware of the event on

The Notice period runs from this date.

Earlier advance notices (references, comma-separated)

Events

What the Contractor did about it

Sub-Clause 8.4(b) asks for reasonable steps, not the impossible. Tick the measures taken and add a line of detail where there is a letter or record to cite.

The legal basis

One proposition per clause relied on, drawn from the clause library and your facts. Add the Engineer's objections with the answer to each, and any authority you intend to cite.

Propositions (one per clause; edit the text freely)

Rely on the prevention principle as a further basis

The Engineer's objections and the answers

Authorities

Only cite what you have verified. A case entered here is reproduced exactly; nothing is invented.

The delay analysis

The method, the baseline, the critical delay and the extension claimed. Figures from the delay check are offered when they are on this device.

Method of analysis

Baseline Programme (revision and acceptance)

Delay event window, from

to

Cumulative critical delay (days)

Extension of Time claimed (days)

Float available on the affected path (days)

Driving activity or section

Concurrent delay

Number of impacted programmes or windows

Notes on the analysis (fragnets, windows, what the impacted programmes show)

The quantum

Four categories, as the house form has them. Enter each head of cost with its amount; the summaries, the overhead and profit and the figure in words are calculated.

Currency of the claim

Costs assessed from

Overheads on direct cost (%)

Profit (%)

Currency and exchange-rate note (optional)

Review and export

The full document as it will read. Edit any section in place, run the style sweep, then export to Word in the house format.

Export

Helvetica Neue 11 pt, 1.5 line spacing, decimal numbering linked to the headings, table of contents and page numbers. The table of contents lists the sections; open in Word and press F9 to add the page numbers.

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Sections

Style sweep

Build the claim

The contract and the parties

What happened

The chronology

What the Contractor did about it

The legal basis

The delay analysis

The quantum

Review and export