Assessments, Notices & Certificates

Question 1

What are assessments

Answer 1

Performed by PM to quantify sums due or not due

Question 2

What are certificates

Answer 2

Issued by PM to define the project status by signifying an event happening or not happening

The expression in a definite form of the exercise of the judgement, opinion or skills of the engineer, architect or surveyor in relation to some matter provided for by the terms of the contract

Question 3

What are notices

Answer 3

Issued by Contractor/PM/Supervisor to inform the other party of a contractual situation

Intended to have contractual standing

Question 4

Different types of certificates

Answer 4

Interim (payment)

Events (completion, non-completion, final assessment, defects & making good defects)

Question 5

What is included in final assessment certificate

Answer 5

Conclusive evidence of: (53.3)

Supervisor satisfaction of quality

All changes reflected in the Prices / PWDD, Key Dates and the Scope

All contractor CE quotations have been assessed and accepted/rejected

Can only be opened up during dispute resolution provided the escalation ladder is followed

Question 6

When would a certificate be set aside

Answer 6

If not issued in the correct format (as defined in contract)

If not issued on time (as defined in contract)

If PM has certified something not entitled to certify

If PM has collided with one of the parties

If the Client has influenced the PM’s decision

Question 7

Purpose of notices

Answer 7

Prevention of loss for both parties

Maintenance of the agreement

Message from one party to another

Of contractual standing

Question 8

Example notices (non payment related)

Answer 8

Early warnings

Notification of defect

Notification of ambiguity or inconsistency

Notification of intention to terminate

Question 9

Example notices (payment related)

Answer 9

Payment notice

Default notice

Payless notice

Notification of intent to suspend (failure to pay)