Base Access

Übersicht der Inhalte aus dem Base Program

Claim Program: Basics for the project team

The Claim Program is useful for all employees in a team who have points of contact with contract and claims management. Typically, these are project managers, controllers, schedulers, commercial staff and all those with budget responsibility.

The Claim Program builds on the Base Program and consists of Modules 2 and 3 . Module 2 consists of 22 lessons and provides knowledge on identifying potential claims, preparing required evidence, and proper communication with contractors. Module 3 consists of 10 lessons and then focuses on evaluating identified changes and disruptions in order to present them in a claim or change order.

groupo small

Content in Module 2 (Claim Program part 1 of 2)


Legal Entitlement

The basic claim from a contract relates to performance against payment. But what happens in the event of a fault that has an impact on the execution of the contract? Or even in the event of damage without a contract between the parties? Only those who know the possible bases for claims can enforce additional work.


Examining a claim

Both contracts and laws regulate who can make a claim in the event of disruptions. This lesson covers the common procedure for examining a claim base. Knowing this procedure enables you to optimally examine your own requirements.


Liability for defects - sales contract

Liability for defects plays an important role in a contract. There are differences due to the respective type of contract, so the procedure should be adapted accordingly. This lesson deals with liability for defects from a sales contract.


Liability for defects - contract for work

In the case of a work contract, liability for defects is regulated differently than in a sales contract. This lesson deals with liability for defects from a contract for work and services.


Statute of limitation

Liability for defects does not last forever, but can expire due to the statute of limitations. This lesson deals with the limitation of liability for defects.


Notifying claims

Correct formal communication with the other party is a prerequisite for compensation for additional effort and damage. This lesson covers filing a claim that is based on a deficiency, breach of duty, or impaired performance.


Defect notification

Certain requirements are placed on a notification of defects so that it is effective. This lesson is about creating a notice of defects.


Evidence and evidence procedures

What is evidence and what is evidence procedure? This lesson explains what the legislator understands by evidence and how an evidence process works.


Evidence in project documentation

Good project documentation regularly serves as a valuable tool to prove claims or to avert risks. Only if the project documentation is systematically created from the start can it serve as evidence in the worst-case scenario. This lesson deals with the basic structure and content of project documentation in order to obtain basic evidence for different topics.


Formal Communication

Many documents, certificates, letters and emails are created as part of a project. Each document exchanged has a specific goal. Correspondence in particular is an important tool for coordinating and clarifying issues. This lesson deals with the basic background, tools and strategies to use targeted correspondence to build usable documentation that supports your own position in the event of a disputed need for clarification.


Evidence: Change Order

Even if a planned change is agreed before implementation, this does not mean that one cannot argue about the scope, performance and claim. This lesson shows the main approaches to what documentation should be created as part of a planned change, especially if the changes are controversial.


Evidence: Measured Work

In many cases, no fixed price is agreed, but billing is based on unit prices based on measurements. This lesson covers the basic points to consider when performing a measure-to-measure service.


Evidence: Inhouse effort

The personnel costs of your own employees make up the largest share of a change, fault or claim. Therefore, the correct documentation of the additional performance of the employees is of crucial importance. This lesson deals with the requirements in connection with the recording and documentation of additional personnel expenses in the event of a malfunction or breach of duty.


Evidence: Third Party Costs

In addition to your own work, other companies also regularly incur costs for additional services in the event of a disruption. This lesson shows what needs to be considered in this context.


Procedure breach of duty

Unforeseen events represent a disruption and are more the rule than the exception in a project. The result of a disruption or hindrance is usually a delay in the deadline, which leads to additional work and additional costs. This lesson deals with the basic topics of recognizing, correctly registering and documenting a breach of duty or disability.


Procedure: Handling of Risks

Contracts define who bears which risk. If the risk event occurs, this usually means additional work for the contracting parties. This lesson covers filing a claim. The risk in connection with the destruction or damage to third parties by a work changes from the contractor to the customer through defined actions. This lesson covers the needs related to risk transfer. is justified by a risk case for which the opposing party is responsible.


Procedure: Claims & Damages

Obtaining a right to adjust the dates is one thing. But what about the additional costs? An important guiding principle is: Agree the time and the money will follow. This lesson deals with the recording of evidence in order to document additional work in the event of a delay.


Procedure: Disruption

The breach of duty by the other side regularly leads to a claim. This lesson covers filing a claim based on a breach of duty or a default in performance.


Procedure Time delay

A delay in the deadline regularly leads to the threat of a contractual penalty. Often the mistake is made that one only concentrates on costs. In this lesson, you will find out what needs to be observed in order to ward off the threat of the contractual penalty and to document the right to adjust the contractual dates.


Procedure free of charge changes

Contracts are seldom unique. It is therefore necessary to clarify the content with the customer. This lesson deals with the procedure for clarifying the contents of a contract and agreeing on the resulting changes.


Procedure Acceptance & Taking Over

The aim of a work contract is acceptance. This lesson deals with important points in connection with the acceptance, or the receipt, as is the case with the sales contract.


Procedure Notice of Concern

The report of concerns is an important tool in order to avert possible risks for which third parties are responsible. This lesson deals with the obligation to notify and the reporting of concerns in order to avoid corresponding liability risks.


Content in Module 3 (Claim Program part 2 of 2)


Basis of claims: Causality & Fault

Usually the goal is for a contract to be fulfilled by fulfilling the promised mutual obligations. The execution of a contract does not always go as planned, so that additional expenses arise that were not planned in this way. The pursuit of the fulfillment of the contract is therefore only one side of the coin, because the question arises of how the additional effort is assessed and the disadvantage that arises is enforced against the other party? This lesson begins by explaining some of the principles of legislation and explaining various terms used in this context.


Primary, secondary & tertiary entitlement

The basic claim from a contract relates to performance against payment. But what happens in the event of a fault that has an impact on the execution of the contract? Both contracts and laws regulate who can make a claim in the event of disruptions. This lesson deals with the entitlement bases from the different areas. Only those who know the possible basis for claims can also demand additional work. In this lesson, basic claim scenarios are presented that are decisive for the type of compensation or compensation.


Evaluation of damages & compensation

In the previous lesson, we looked at claim bases and how to file a claim. It makes sense to make an assessment of the relationship to the risk with the expected effort to provide evidence. Then it is decided which investment in the "evidence" makes sense. The evidence to be secured depends on the basis of the claim, the contract and the specific disruption. In this lesson the different approaches are dealt with in order to lead an efficient and resource-saving evidence procedure.


Assessment of overhead in a claim

Not all costs are the same. Depending on the type of claim, different cost elements of overhead or overhead costs are accepted. This lesson explains how to evaluate and present the corresponding cost components.


Payment delay and Interest

The timely and full payment of the invoices is an important tool to keep a company going. This lesson looks at late payment damage, costs, cash flow, and compensation.


Evaluating loss of productivity

Assessing default damage and having it replaced is no trivial task. In addition to the evidence, the assignment to the correct claim basis also plays a decisive role. In addition to the project extension, efficiency losses play the greatest role in damage caused by delay. The entitlement is based on the additional time that must be spent. This lesson shows the different methods of assessing a loss of productivity.


Evaluating an Extension of Time

Assessing default damage and having it replaced is no trivial task. The principle is: "Agree the time and the money will follow." The larger a project, the more likely it is that a deadline will be delayed. The entitlement is based on the time extension for which additional services are provided on the project. However, the prerequisite is that one is able to prove that the other party is responsible for this delay. Who is then responsible for which part of the delay is usually only determined at the end of the project on the basis of the files. This lesson shows the analyzes and evaluations of the various events and documents in order to evaluate your own right to an extension of the deadline.


Evaluating Cost for an Extension of Time

In a first step, the right to a project extension is determined. This then forms the basis for determining the additional costs associated with the extension. This lesson deals with the calculation of additional work in connection with a project extension that was caused by the customer.


Liquidated damages

Assessing default damage and having it replaced is no trivial task. In order to reduce the effort, many customers demand a flat-rate default penalty. This lesson explains the differences between flat-rate damages and a flat-rate contractual penalty.


Evaluation of planned changes (Change orders)

The calculation of a planned change basically corresponds to the calculation of a new order. A price consisting of costs and profit is regularly offered. However, there are a few points to consider, especially when it comes to a reduction.


Click here to book the lessons for the Claim Program