Documentation: Best Practices for
Identification and Support of Claims
Robert Freas & Wesley Grover
Learn best practices for records and requests paperwork including structure, content and type to avoid and minimize claims.
Records and documentation play one of the most significant roles in the successful settlement of contract claims. The daily events and details of the job should be documented to adequately substantiate claims and prove damages. Equally important are procedures and tools, including the use of electronic records and social media, to demonstrate contemporaneous conditions and circumstances that existed and may have caused or otherwise affected job issues.
In addition to understanding the types of project documents that should be retained, it is also important for employees to understand which communications are not appropriate. This is especially true with the explosion in the use of social media and other electronic communication by all levels of employees.
Join Robert Freas and Wesley Grover for the in-depth review of the various records and documents including examples of times & material reporting, daily reports, documentation logs, production and other reports that should be kept for both improved project performance and improved change order management and claims resolution.
This information-packed 90-minute program will help you:
- Understand why you need good project documentation
- Identify types of records to keep and what they should say and not say
- Learn scheduling best practices
- Review various types of budgets and cost records and the necessity of accurate job data in pricing changes
- Discover the importance of document logs for support of individual claims and the claims-management process
- Support potential inefficiency claims with production reports
- Implement best practices and forms for change-order requests, record keeping and proposals
- Determine how documents can improve or hinder your claims
- And much, much more!
The contractor typically bears the burden of proof that it is entitled to its claims, and as such, it will need to present the necessary documentation to demonstrate that it is entitled to the costs and damages it seeks. Therefore, the importance of documentation cannot be overemphasized. The better the documentation and the organization of the documents, the less costly it will be to prepare claims and the better the chance of more timely and favorable settlements. It’s that simple.
Listen to this informative session to learn best practices for documenting every detail of the project including changes and delay causes to properly support or avoid risks of construction claims and to steer your project to success!
Who Will Benefit?
This presentation is a must if you’re a public or private owner, construction manager, contractor, subcontractor, consultant, architect, engineer or attorney.
This event features key insights from our knowledgeable construction experts:
Robert M. Freas, a principal at Exponent, advises clients on a range of topics including risk management, project controls, change management, project scheduling, process improvement, change order negotiations, dispute avoidance, and the preparation or defense of construction claims. Mr. Freas has provided risk analysis services to construction owners and contractors including contract risk assessments, probabilistic scheduling, Monte Carlo simulations, and schedule and cost assessments. He also has provided project management oversight and construction management services, developed project control systems, and prepared project status reviews.
Wesley Grover, PE a senior manager at Exponent, has over 26 years of experience in analyzing and preparing claims relating to construction matters (e.g., identification and quantification of impact events; effect of change orders, design changes and out-of-sequence work; and impact of quantity changes and unit price changes), government contracts, business interruption, lost profits, valuation and environmental matters, as well as management consulting services. Mr. Grover has also testified as an expert witness concerning economic damages related to construction, operating and maintenance costs, business interruption, business valuation, lost profits, repair and restoration costs, betterment, employment wage and discrimination costs, as well as trade secret related matters.