:ntctian and Contracting Basiness has utilized his ou,r.

i :',-:,erience and understanding of the construction and

. rrracting

PREFACE
China's construction market has grown up gradualll'
and the continuing reform and open policies during the

at home and abroad. .ihe iirst ::,rure of this book is that the commercial ter:rns in both
br:siness both

past 20 years have helped develop a broader space for

more complex development. New changes

with

atten-

dant problems during the growth of the construction market need to be urgently addressed and solved with
references to the successful international experience.

China's accession to the WTO at the end of 2001 has opened the door for China to join the international market.The continuing progression of China's constnrction industry towards the internationai market means both
the contracting and construction business activities must
comply u'ith international practices. The universal business ianguage

lis

: IDIC ciauses and expressions in common .lhe use . sec_ -rd feature of this book is that the texts are given in 'rcck dialogues and very practical.'I'he third feature is :nat the texts cover all the main construction and con_ ,:acting business activities and all the main terms and <ey expressions in general use in this industry. All the above features are based on the author, s experiences in :onstruction circles,both domestic and overseas, and on
deep beliefin writing this book.

rinese and English were carefully selected accorcling to

Wu Zhixin' s book is a very helpful manual for professionals working in the intemationai eonstruction and
contraction business,and an excerlent reference book {or

in the construction market is English,

in the international construction and contracting business the compiling and publishing o{ Chinese and trngiish reference books are urgently needed for the building industry zrnd people
therefore in order to compete
.,r,crking in this field.

pmple iearning construction business English. Further development and changes in the construction market wiil necessitate this book being supplemented and reviewed. The book is innovative, pertinent and relatively practi_
cal.

I had the honour to read

the manuscript irr advance

and was greatly enlightened

write the preface.

by its content. I

hereby

Wu Zhixin, author oi Fractical Oral Englisk

6

far

Can-

Atlvisor,Com'mittee

Ior

Science

T'eclmologY '

Nlinistry OJ' (hnstruction, PRo

my Foreigtt Member, I'o1wL Swedish Acttde O| Engi tteeri ng S' ie nces

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il$srness.

FOR.EWORI)
Economic globalization has become an irresistible trend

in the new century. China' s accession into WTO and Beijing' s successful bidding for Olyrnpic'2008 indicate that China is positively participating in the signi{icant trend o{ economic
globalization.

initial design and compilation of this book, tried to adhere to the following principles: fmphasis on international cornmon practices in the ruinfracting business. Being designed on the basis of :DlC Conditions of Contract, the book presents scene --'i,cgues focusing on the main activities in pre-contract :,iges as well as the contract impiementation stage, so
-r-:-,:rg our
ilr= :ra\/e

:::at readers can acquaint themselves

with the corrunon

::actice of intemational contracting business while prac-

The Chinese goverrunent has issued a series of policies encouraging and supporting competent construction enterprises to develop their business

in the overseas con-

struction market. 'lhe high-speed sustained economic growth of China has been attracting more and more investors, designers and contractors from dif{erent countries of the world. To support both Chinese construction companies' going abroad and foreign companies entering

:::ing language" Emphasis on construction and contracting business terms. The technoiogies adopted vary a lot {rom project .: project, brrt the business rules are colrunon or similar

different projects. The book tries to avoid special en-

rineering technology in order that the readers can pay

nore attention to contracting conventions and business terms. Under the market economy, contracting activiiies can't be simply regarded as project execution; they

China, the Chinese construction indr.rstry needs a great number o{ personnei who have a basic abiiity to communicate in a foreign language and to understand the international corrinon practices

in the contracting business.

e. rnarketing in pre-contract stage. 'lhus, 5 lesrcns each were designetl in Chapter I and Chapter II providing scene dialogues with regard to marketing and tenalso cover two other important activities i.

and tendering

In order to meet this need, we have compiled the Practical Oral English for Construction and Contracting

dering respectively.

Small is beautiful.

11 i-s quire

difficult for the beginners t3

t2

to cross the threshold in iearning oral English. Man; engineers and managers make no progress in oral English even after severai years. They r-rsually have set to,
high a standard for themselves in their initiai step. A*s a result, they give up halfway. The most effective way oi
learning oral English is to talk to foreigners in English.

r,,l.n English. As per different situation, work on , ,; 11'g4[ns5s by practicing. Try reading aloud the dia,r-:'-. until you can recite them fluently. ---::lrding to our experience, we beiieve that the readers -- :: the 4th level of CET can master oral trnglish fol-"";ing these steps (listening, analyzing, reading aloud

In this book, we
segments related

have selected basic English dialogue

to the construction and contracting business. We expect it can help the readers have their
first dialogue with foreign colleagues. We hope this book will be a small stepping-stone for oi:r reaclers tc, become {amiliar wirh orai trnglish. Pocket edition. Perseverance is the key to learning oral English. In order to make our oral trnglish book {riendly to the readers, we have designed a por:ket edition attached with a CD. In this way, the readers can read and listen anywhere and anytime. If the readers are self learners , we' d like to suggest the following steps: first-

---i reciting) in about half a year, at a iearning rate of -:e lesson a week, you should be able to accomplish the .::l of face to face communication with a foreign col,=ague in oral English. . he book was planned by Wu Zhrxin, compiled by Wu

liixin andZhangJun, examined by Mr. Frarz Belecky rd Mrs. Judy Belecky of Australia and Mr Ronald
Hollmeier of the USA, read for recording of CD by Mr.

Ronald Hollmeier, Mr. Michael Cnen, and Ms \'lichelle Chew, and recorded by Mr. Zhang Yong.
Because

of our limited experience and capabiiity, there are certainly a lot of errors and defects in the book. The
corrections and comments from experts and all the read-

ly,

start by listening to the CI) player repeatedly until you become familiat with the dialogue and the key words. Secondly, open the book and read the text, identify which sentence or word you did not grasp. Analyze the reasons and be clear

ers are highiy appreciated.

A11

the members who planed, compiled, examined and

recorded this book would like to dedicate

it to ail the en-

i{ you have never seen a certain pattem o{ sentence or you don't know a certain new word" May-be you have difficulties in listening to
14

gineers and managers

in

construction enterprises, dear-id interna15

signers and supervisors, to Chinese people working for

foreign developers, consultancy companies

tional contractors, to the students who major in construction engineering and contracting and to China' s
magnificent international contracting cause. Wu

Zhirin

E
Zhang Jun

>J<

16

ffi rsitr ffi r6ix ffi 17 iFH rBiX

qaisifl,.... EintrA....
E E+Rt....
..........

89 94 99
105

iarfEt,ft'{FH ffiteiR frtb H20ix Rffi

CONTENTS
CHAPI]OR

110
115

I 1 2 3

CONSTRUCTTON MARKET

AND
LESSON

MARKE'TING

......

GT'BAL CONSIITUS|ION

LESSOI{ LLASON

..................... MARKET IN\ESTIGATION ...............

INCLUSION IN CONTRASIORS' ................. I_IST .......... CLIENT

MARKFjI'

16

4 LESS)N 5
LtrSSON

MMPANY PRLSENTATION ............ 2I

I-OBBYINC}

......

26
31

CHAPIER

II TENDERTNG 6 7 8 9
10

..................

I_ESSON

LESSON

PRE-QUALIFTCATION ..................... 33 COLLESfINGTENDER

DOCUN,IENT
LESSON

............... ............ .......,..........

38

INQUIRING SUBMNTRACIORS'

QUO]'AT]ONS
LESS)N
PROJEL-T FSTTMATTON

43 48 53
61

LESg]\i
CHAPTER

INTERVIEW WITH TFIE

CLIENT ...
.........

III

CCINlRACT IMPI,EMENIATION

LESSON

11

TAKING R]SSESSION OF

SI,|E ",.... 63
19

t8

LESSON 12 LESSON 13 LESSON 14 LESSON 15 LESSON 16 LESSON 17 LESSON 18

PROJES| PROGRAMMING

68 73 80 85
9T

srTE LAYOUT .............. QUALITY INSPES|ION SAFMY PATROL

MONTHLY PROGRtrSS MEETING
MONTF]LY STATEMENT

quarug&l
CONSTRUCTION MARKET ANI) .\IARKETING
GLOBAL CONSTRUCTION MARKET

96

COMPLEIION AND F{ANDINCT

O\ER
LESSON 19 I-ESSON 20

101

\IARKET II\\IESTIGATION L\CLUSION IN (NNTRACTOR'S LIST

COMPANY PRESENTATION

CLIENT LOBBYING

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LESSON1 GLOBAL CONSTRUCTION MARKET

DIAITOGUE:

A: Hello, Mr. Bai. What a pleasant surprise to

meet you here.

B: Hello, Mr. Anderson. I

came here for the In-

ternational Seminar, did you?

A: Yes, I did. I haven't

heard from you for a long

time. How are you? B: Fine, thank you. I was shifted to the International C-ontracting Department of our group a year ago. I find international contracting a
chalienging business. Since you are very experienced in this

circle, I would be grateful for your

advice.

A: My pleasure.
B: We
received quite a lot

of project information

from different countries last year, but we found

it very difficult to assess the construction market of those countries.

A: Choosing the right country to enter is the firs: critical decision for an international contractor. The political stability, economic situation, foreign exchange policy and public security of a
country exert great influence on its construction

with you. But I'd like to suggesi -vou accept the payment only in $US to avoid the risk of local currency devaluation. It's time for

agree

the opening ceremony of the Seminar.

market. It is not wise to enter the market of country in political turmoil.

struction market?

B: Your advice was so instructive that

I forgot the

time, thank you.

f,EY-WORDS

B: Which country do you think has the best con-

&

SUBSTITI]TIONS

A: For my company, Switzerland. The projects there are always well financed. As long as enough financial support is obtained, the projects in Africa are usually executed smoothly, with the exception of the African countries in
civil war situations.
-D:
D

Political stability Political turmoil

Public security Capital investment Financial support
State of war C.ontract conditions

wffiffire.
WHZhffi

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wh(Mh)y++ $t+,tt*
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What about the Middle East?

rise of oil price, the capi-

A: Along with the recent

extensively increased

Currency devaluation

HtrJWffi

tai investment in Middle East countries will be

in the near future.

But

the state

of war between

Palestine and Israei

will certainly throw a shadow on the construction market in the surrounding countries. Moreover, you should take special care of the
contract conditions in that area.

B: South East Asia construction market is recover-

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6

they are well financed.

B: Here is a list of projects in planning, including infrastructure and housirrg developments.

LESSON2 MARKET TNVESTIGATION

DIALOGUE

Is the finance for these projects avaiiable

not?

or

tr

Asking for Info. Resources

B: I have to tell
contractors.

you frankly that most of the pro-

jects in the list need financial supprort from the

A:

Our company is one of the largest construction

Mainland China. Would you kindly advise me where I can acquire the information of any constr-uction projects to be tenenterprises
dered

in

A: Do you mean the projects will be on BOT basis? B: Yes, on IIO'| or BOC)T basis. There are also a few projecis, which wili be in the pattern of
Deferred Payment.

for in the near future, so we may

have

the <"rpportunity to participate?

A: How many years will

contract duration be for

El: The Public Works L)epartrnent is in charge of construction pr.ojects in the public sector. You
may obtain that information there.

A:

Thank you for your advice.

welcome.

B: You're
DIALOGUE

B0T or B0OT projects? B: Usually the contract duration, inciuding building ancl operation periods before transferring will be 25 years. A: How will the contractor be guaranteed in Deferred Fal.rnent projects?

z !" P_elllslryq4p
can

Dgp!:

A: Is thi-s the Public Works Department, Madam?

B: Yes. What I
do for you, sir?

i3: A guarantee wili be issued by the Central Bank of our country to secure the contractor for paymerrt within 1Ll to tr2 years.

A: I

am looking {or construction project infor-rna-

A: May I
ect?

have detailed in{ormation for each projprojects infornation has

tion. We are interested in both infrastructure and housing deveiopment projects, providecl

B: Yes. A11 the detailed

been published

in Governmenr Bulletins.

Yc,_

The transportation to the site is already included in the price,

may subscribe to the bulletins here.

DrAr,oGUEr

l@

I believe. It's difficult to promise you. Where is your

Fifteen kilometers away from here.

site?

A: Excuse me, sir. Does your shop supply rebar? B: Yes. We supply rebar rvith various diameters and strength. Which kind of rebar do you
need, round ones or deformed
ones?

In this case, you have to bear the transportation

fee yourself.

Where can
the

I buy crushed

stone and sand?

Ar

Round ones with 6mm diameter and deformed

ones

You can buy them from the quary at the bottom of the hill.

with larger diameters. May I know

price of the rebar?

A:
retail

Thank you.

B: Of course, you see, here is the current

price

Generally speaking, the prices are US $ 225 per ton for round bar and US $ 230 per ton for deformed bar.

list.

KEY-WORDS

&

SUBSTITTITIONS

Tender (bid)
Call for tender (call for bid) Infrastructure

&&n

fdt6
4eSiAtr&

A: What about wholesale

prices?

B: The wholesale price depends on the quantity of the batch you order, the bigger the quantity
you order, the cheaper the price you will be of-

BOT: Build-OperateTransfer

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per ton for round bar and US $220 per tc.n {or
deformed bar.

I)eferred Pa1'rnent
Guarantee

B: Up to this quantity, I would offer you US 9215

Government Bulletin Round rebar (bar)

WNAE
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Wholesale price

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?.

14

15

You have to register your company {irst in orcier to obtain a Business License. Then you can

LBSSON3 INCI,USION IN CONTRACTORS'LIST

DIALOGUE:

to my office applying for inclusion in the List. Here is a set of application fomrs. You'd better fill these in before you return them to my office.
come

C-ontractors'

have some questions about the forrns. If we register a company in the country, this new lo_ cai company
erences?

A: Excuse me. Is this the Pubiic Works Department?

n jf:

will not have any job-references.

What should we state in the column for job-refYou shouid apply for inclusion in this list under

Yes. Can I help you, sir? A: I am told your Departrnent. is calling {or tenders to several projects. Please advise me how

B:

to obtain the tender documents? Only listed contractors for public works are lnvited to tender those contracts. Has your company been included in the C-ontractors' List {or Public Works?

the name of your headquarters as an overseas company with the registered company as its local representative office. Hence all the job-references used.

of your China based corporation can be

A: There are

A:

Not yet. Our corporation came from China a month ago. We don't know how to apply for
inclusion in the list
'

some blanks for the data of our company's key persons. Should I fill in the names of the key people in our China based corpora-

tion?

B:

Have you registered your company with the local Registration AuthoritY? set up a branch

B: No, the key perrcns of the company should be working full time in this country.

A: No, we haven't. We have only

office in this country.
16

A: What

does the "Grade" mean?

B: There are eight grades o{ qualification for listed

17

contractors. The contractors with low quaLifi::tions are allowed to tender small size projet::-' While with Grade 8 qrralificaticln, the contre---

tor is allowed to tender

large-scale projecr

ffi 3

iX tfr^&@ffieffi
r*HWz

without contract value limitation'

A: 'lhen we'd iike to apply for the Grade B qualir-cation.

B: It

depends on your

eligibility including financi"

competenc-'-

fl+7tT , iFlElSE.E

status, working capital, personnel

and job-re{erences.

EB!" ASu$,ft*_t ryid,'{6{ll*F n A JLf

9n

KEY-WORDS

&

SUBSTIruTIONS

r fE &f.H f,r. t4 +i f[
vJd?

E?tfti++Et

RHm

L^Jt r
"

rt.t+

Contractors' List for Public Works

Register

A\+IffiE
tuffihffi

+rtnwbs

r6iAa"

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trffi&l

Registration AuthoritY Inclusion

Job-re{erence

ml.,r4/\
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fE 7*, ffi 4 fl* h\ fi E ifi A iH /* a1f:.rffi A,ffi & frt + pq ? !&F$t

BtFJ{A+E*"

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Full time work

Qualification Financial status

+HF,ITF wffi.

a-

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Working capital

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^19

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B:

LESSON4 COMPANY
PRESENTATION

A:
D L):

h4$FW tF a\ f, + W )'fr M1ane.ts+ EX#W,rtF . " 9.Hil1"+&"EtE4lAt ++fi4ts@,ffiffrKffi.+H B ++W.. +el*,fi Bffi'.R,n r* 4hn {.4J.rfg B! &t,n. ffi ^EA s ryW ffi. W e@ffi fii+ *fin ftH-tffi H! & ttr
+iqAAl":lfifiF0FRftU "

How do you do?

How do you do?

A: flFa,&,filf,HFffi s &Wffi."
B:

B4{RT'ffi tuI * h, f..,\frHEnffi)lLtft"

ir11

tu+fi Ft +

ffR.

ia H

am Huang Jianhua, marketing engineer of China Construction Group. Here is my card. B: Thanks. Here is mine. A: Please allow me to give you a brief introduction
to our group.
Sure.

Okay, this is our brochure. The pictures are beautiful. Thank you. Our company has built many significant projects,the brochure presents some of
them.

I
A.

saw quite a lot of projects in the city

with the
is

same logo as yours.

Yes, the logo of our mother corporation

21

CSCEC (Chitra State Construction Engineering 20

C.orporation). Our group is one

sidiaries
1953.

of the ss*
m

A:

Our group had a turnover level between 6.5 bil-

o{

CSCEC,

and was establishei

operation

lion and 7 billion RMB annualiy in

years.

recenr

B:

So your corporation has been

many years.

B: That is an impressive

amount.

A: Yes, we have a splendid job re{erence cove.-4: the last 49 years, including the First Autor:-* bile Factory, Daqing Petroleum Refinery, C::na World Trade Centre and the office buildiu
of China Industrial
dustry?

fE}'

WORDS

&

SUBSTITLTTIONS

Marketing Marketing Engineer Marketing Manager Marketing strategy

Turnover

frVIH+H

&

Commercial Bank.

frtng+HTffit)fr fr'NH+H^Ttr frthExw

HTLEN

B: Is your group focusing solely on the building i;:-

Annual turnover Quarterly turnover

Brochure

+HlLffi
+tF.H:lYffi (H'f)4'fift?

A:

Though we are better known for our buildir5

works, we are also involved in civil works.

such as highways, bridges and utilities; and we

logo
Subsidiary

&frfl,F:"#
f'16,A
Fil

are now looking for more involvement in enr-ironmental protection projects.

Job reference

\Lffi

B: Do you have any experience working abroad or in connection with international contractors? A: Yes, our group was involved in ccmstruction
projects in the Mid-east, the Pacific islands and

in South-east Asia. We also had very smooth cooperation with contractors from France,

B:
22

Germany, Japan and other countries. What about your recent annual turnover?
z-)

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F

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B:

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A:

B:
24

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H'i,

A: E

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25

the new development has been already planned.

LESSONs
DIALOGUE:

CLIENT LOBBYING

Yes, City Garden is only a beginning. I can't stop my business with just one project. Actuaily we are already seeking financing for the next project from the banks. No doubt, the banks will support your next project. l-he banks should have great confidence from the excellent sales

A: (to a waitress)Seats for two, please.

W: Here you are. What would you like to drinkl B: Coffee for me.
A: Lemon tea with ice. W: Just a minute please. A: It is said that your sale of City Garden units going well. Congratuiations.
B: How did you know that?
D

in City Garden.

D:

will your new project be located? Just by the side of the Airport Highway. I'm
Where going to develop a top quaiity residential district
there.

is

A: The media revealed that y-ou have sold more

than B0o/o of the units in your City Garden project since you commenced selling last month. You must have made big profits. R:

A: Wonderful idea. I hope we'll have the chance to serve you in your new deveiopment. Our company is very experienced in building construction, especially in high quality buildings
rvith advanced building service systems such as FFS, F{VAC, BAS and OAS.
R:

Why not'/ Competent contractors are always

welcome to participate.

It

is going along quite well, and the market has

accepted my development. W: Your coffee and lemon tea. A: Thanks. Everyone is saying you have developed a successful project. The market is looking anxiously for your next development. I believe

A; Thank you. When are you going to cail for tenders?

IJ:

In three rnonths. Pre-quaiification will be arranged at the beginning of tender stage. You
can get a Pre-qualification Form from m5r of27

26

fice.

KEY WORDS & SUBSTITUTIONS

Develop Development Developer

fiE
r+frry..H
JTts-ffi

#siF atrw#
(frttr+)g 2 +,,l6,tB{i"
ilaEJLrE.,f6fi
ftg4fFlF.
ffi
r'6

Financing
Finance

-trK

W*
ww-$t*)tuI i+fi (dt )1ft& 4fr, wffiffiffi

Financial

F,It /at

Building service systems

Pre-qualification Qualification

ffifHs.
ffifi /{ E F! H ,FtX, R lI, d,b\ ltr I !&E,AN$Ffit
W iilIrt\$1

wffi,wffi
W:E.trlEsF-tfr.

HVAC (Heating, Ventilation

and Air-conditioning)

H{AIFiT,
tEffi

FFS Fire-fighting System BAS Buiiding Automation

System

tYpjiafr,

e%tr fr
H

IAt +B }TE I\*, $rli]lffJWfr B}v, 47. f6{[HE tffiT T D

&+
Office Automarion

t)rtL,Rfr.

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El.

OAS
System

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Fq
"

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28

29

A' ^&a,fiBhw" - E^if+.i6{ll T * + re fift 14, &a41 fr! +Pft Mi + lLffitft+tulHe)kfi " ^Efrfr tr{+tU&/t H! {H,1.. tFfilf0f,fi Tffiielt /aw

q"gAIIPBII
TENDERING
FRE-QUALIFICATION
COLLECTING TENDER DOCUMENTS NQUIRING SIJBCONTRACTOR' S QUOTATION
PROJECT ESTIMATING

s, -EkEtjl,IkH jtIB6#. +t{+/rll3B I|H.*+Ff'gEex. A, lt41T " fi68+t{lt A t)L* h ttrf[ H'!*Jfrfi E flft+ " +klllA n'l &PA? tf.r-rt ffi 4&+ H, tr fr\ft&Etf: !i#M + W & 6 tfi., in tH Fii 4 fr., ElEAilFl6 q,.&+ Hz)4tK^.,b^ frAft. Affi+#rtrtgffi+tm. B' ff rF[ " +t'fll*Hxt tEE *n? )t F! 8@.ffi lln H.
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TrF',

lt

I\TERVIEIV WITH TFIE CLIENT

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30

31

LESSON6
DIAI,IOGUE:

PRE.QUALTFICATION

A: We

read the announcement

of the Parliament

Centre project in yesterday's newspaper. Our company is very interested in this project and
hopes to be qualified for tendering. Muy set of your Pre-qualification Documents?

I get a

B: Sure, here you are. Please fill in all the forms

in this Pre-qualification Document as required. A: Let me skim through the document, for the
"Company Namen', should we

fill in the name

of our local registered company or our mother company in P. R. C. ?

of the huge scale and special complicity of this project, I think it would be better to use the name of your mother company instead of the local one. A: Then, how should I fill in the blank for "Comaccount pany Address"?

B: On

B: You should fill in the address of

your mother
JJ

company

first,

and write the registered addrts.

of your local
marks.

company

in the column of

Rr-

MY

WORDS

&

SI]BSTITUTIONS

Legal litigation

i*'diFita'
{,+*t

A: How should we deal with the forms regardinE

Legal Litigation?

Arbitration Certified true copy

B:

You have to list all the legal cases your compan:-

^#+Efri^H F*,8ffiEP
t+
Assets

may have been involved years,

in over the last

{ir-t

if

any.

A:

Fortunately our company has not been involved

& Debts Report Profit & Loss Report

WPfr!tfr# f,lina
{H,ffiid*

B:

in any legal cases during that time. In that case, you should just fill "No" in the space provided. I' d like to remind you to prepare certifie d true copies of your Busines'*
License, Financial Report and IS0 Grtificates

Credit record
CFA (Certified Public Acinuntarrt)
ISf,) Certificates

tlxfrAiftF
EWfIIE trzA trr/\'ifiiiFs

for submission. A: C-onceming the financial reports, are the "Assets & l)ebts Report" and "Profit & I-ost Report" enough for our submission?

B: Yes, Please remember that

have

the financial reports

can

to be audited by a CPA. And if you

provide a certificate from an honorable bank indicating your credit record with them, this will
ensure identification of your financial position.

A:
34

Thank you for your help and kind reminders.

35

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I

A:

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B: ls
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6
37

o{ Cbntract and Special Conditions c{ Contract.

What is the Performance Bond requirement?

LESSONT COLLECTII{GTENIDER
DOCUMENT
DIALOGUE;

of the Cnntract Sum. The main 1rcints of concern in the Conditions of Contract, such as.
10o/o

Construction l)uration, Liquidated I)amages,

Percentage of Retention and Maintenance Peri-

A: Excuse me, may I

here?

od are abstracted in Appendix A to Form o{ Tender. Form of Perfor-rnance Bond is shown in

collect a tender documeni
Appendix IJ to Form of Tender.

I see. What

about Rnkiets 2 and 3?

B:

Was your company qualified in the pre-qualifica-

Booklet 2 contains all the Specifications. Is the Finishing Schedule also included in Book-

tion?

A:

Yes, we were informed by your office two days

ago.

let 2? B: Yes, you can find

it in the chapter {or architec-

B: Which conrpany are you from?

A: China Construction Group.

B: Please show me y'or.lr company authorization letter for c.oilectirrg the tender document and vour
name card.

tural works. Method of Measurement and Bill of Quantities are included in Booklet 3. 'lhis is a list of tender drawings. You can check the
tender drawings against the list.

A: Hele you are.

B:

Thirty-six sheets o{ tender drawings, exactly. Please sign here for my record. KEY WORDS & STJBSTITUTIONS

Ckay, that's fine. f'he tender document includes three booklets and thirty-six sheets of
tender drawing. This is Booklet

1; it

includes

Instructions
38

tc"r

the Tenderers, Forn of T'en-

der, Articies of Agreement, General Ornditiorrs

WfXfriN Form of Tender &&nS Appendix to Form of Tender fA&nflpffft

39

Instruction to

Tenderers

Articles of Agreement
Perfornance Bond Forrn of Performance Bond General ( Special) C,onditions

fiixs
ffisJlRA WetJRA+&*

of Contract
C-onstruction Duration

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t+

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iFHm+

Liquidated Damage
Percentage of Retention

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Maintenance Period
Specifications

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Method of Measurement

Bill of Quantities (B. O. Q. )

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41

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B:

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Ifr

rA
LESSONS I|{QUTRTNGSUBCONTRACTORS' QUOTATTONS

A: All of you are in charge of inquiring subcontractors' quotations for each section of the works. Charles is in charge of structural works, including foundation and temporary works. David, plumbing and fire fighting systems. Eddie, IIVAC system. Frank, electrical works including both HV and LV systems.
D

What am

I re.sponsible

for?

A: Oh, I arrr sorry, Bobby. You are in charge of all the architectural works inciuding finishing
and furniture. IJ: Is waterprcrofing a part of my responsibilities?

A: Yes. But waterpro,ofing concrete is in Charles's area. There could be some overlaps between y-our areas of responsibilities, so coordination is
needed.
L:

Who will be in charge of the Preliminaries?

+J

42

A: I am. By the way, there is a proposed \i: Statement for this project. I wili take ,:::
quantities of preliminary items according t,Method Statement. And I suggest the sul

C: When is the deadline for the retum of the subcontractor' s quotation?

A: Within

tractor's quotations be prepared on the be.this Method Statement as well. If you have uro" suggestions for modification to the Metrrm Statement section concerning ytur areas of _u*

will not have enough time to prepare an analysis of the subcontractors' quotations and incorporate
two weeks. If

it

is delayed, we

them into our tender.

f,EY WORDS & SUBSTITTII'IONS

Quotation

eration, please let me know

as soon as possit.:
bs

+v6t
+VU..

D:

Do you mean the supplier's quotation shouli included in subcontractor's quotation?

Offer

Work

scope

rfFffiE
4fS

A: It

mainly depends on the price they offer. I: the subcontractor offers a lower price for dz

Foundation Structural works

f"t6lffi
l9trLIffi

material than the separate material suppiie does, it is better to include the material suppl_; in the subcontractor's work scope. We have tc
call for quotations from at least three subcontractors or material suppliers.

Architectural works Finishing works Fumiture

Electrical works

#WTffi
NR ,fftEfr

^irfE

LV
FIV
Take off
Deadline

D: Then, we have to prepare quite a lot of cooie-.

of the Tender Document. A: For each subcontractor or suppiier, you have to prepare a set of documents, at least including related pages of the Specifications, Bill of
Quantities and tender drawings.
44
ii
|l

Hfir BtfritH-(r&B)
Afut HH

Incorporate

a+,i[,H.

45
,l

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iF hEfrffi
tr

tKlllLxf!frrf56*F hfrt/i@frJfiy" E :
ffi

f1ft#+tlrfg,

,+6#dS

fr[6

Ff

Ei6

*H, ft fr H,-rfE, ,f6Htr.,ffttrft

4Z
=)Lo

ft F.ffiiHFEfltt:

j4.@, ftfiWffifr,tft.,

A+P$rtrT{&illH!+R 4h . funF.h@,ffiFit frtJ tt N Ut W ft dq n fr#t ffi' W fii te ffi,, frf' A &W :Wtt Nffi Frffi lr.h @ffi W frtE+ft,ilt + . +t i[ at'* i.Hl lbj =.Ntl @ffitrI ftfl{ttlT ffi H! fE,f " fl$ /a, *,{11T'1+ W&i+ 4 tt t9trnX.t+ htJ E Ep T+7. xf T f A,6'4,f*D ffi , |ts,I'nE& - tr X,
l+, 4.,'- ffi.tu+6fE*
H!

/,18 ffitu1tft.ffr#W

&^iX

ry

rfgi#

B:

A:

+\f\ftItA? r4, xfnft ,fr LL "

+frXlEfrsx*"

tRf!ft FfrHB9efiT-ffi , E
H!

EflfEf+El?ft. A& ffi IE WTII fr\ &.tr WFF"e|I AN tRI mlE Z' A . fi +roE T, tt{llBiiig6 E WfrtJst lil h +fr /i Effi +vut +>w tr f[ if ,H. 5[ +i,m Bq +R

e, ffi.d(86tr+tr,ff
I

A, EB!. ltrFiit]r.tfl,ht+ntj&AfiffB!ffi tr A.
thlllfr4Jfr

-*X/tlt

fftry*T
Ffr

"

4.

Itffi E A-LF, EA.,

WiH4pA,I,

c, i.Fftfr+h,ffit A, #i, /lF{Fii*tr,*)LA

r}+ . +t,l+
/}ffirfr
Fl

*h4rffi

fR +E

lh\

HlrffiE:" +{eiX4} @ffih{,ffi.tte, U+ffi,Th* jb+rt. ff R,f,if[ xf i6 r ]-* + 5ttrlnrl1ffi E+H*6t W4alH Mr\er)I , iH.
46

i+iyffi ri Xif H J+

BltgrXfft

17

Selling Price. Regarding insurance and surer,,-

bonds,

am nnking inquiries from the insur-

ance companies and banks, 2o/o or 3 % is usual-

LBSSON9
DIALOGUE:

PROJECT ESTIMATII{G

ly taken for our company overheads. The top management of our company will make the final
decision on contingencies and profit.

C:

A: Ciraries and Bobby, have you received quot:D I):

tions from the subcontractors and suppliers? Yes, all the quotations have been received ananalyzed.
ones

The structural subcontractor included tower cranes and scaffolding in his quotation. May I introduce his prices directly into Estimation
Fbrmat?

'We

have chosen the most reasonabi:

A: No, you shouldn't insert his prices directly into

the "Cost Price" column before deductirrg tower

A:

for inclusion into each item of the works. Gcnd. But please be aware that you can tak
the prices provided by the subcontractors
as onl1;

crane, scaffolding cost and batching plant, because rhese cosls have been already included in

our cost prices, not our selling prices.

Preliminaries. C. There is an item called "Provisionai Sums" in

C: We have entered the data into the computers.

The prices from the subcontractors and suppliers have been filled

IIOQ. What

does

into the "fbst I'rice" col-

it

mean?

umn in our Estinration Forrnat.

R: How can we obtain the "selling Price" from the

"Cirst Price"?

A: A few coefficients will be derived from the percentages of insurance, surety bonds, contingencies, conlpany overhead-* and pro{it. Then,

A: "Provisional Sums" is a certain amollnt of money in provision and may be expended in whole or in part as directed by tire engineer or wholly deducted from the contract sum if not required. We should simply include such sums in the
Tender Summary.

fbst Price multiplied by the coefficient equais

4B

49

KEY WORDS & ST]BSTITUTION

Cost Price

Selling Price

fit++Jt +HtrUI fifrH,4fi4ft 1'frHW

Estimate, estimation
Estimator Estimation forrnat

ffi e

i*

rFEl,ffi{A

[befficient
insurance

firtH+4W,

,f*&
+E,t*g nEf1fi_tt

Surety bond
Contingency Overhead

fr

A, E ffi6 VL, ltsltl rlL4]tJ /* @ffi ffif*D ffi H! +F ^<ffi llrTu1t B, EH!. FfrHh\+W.UtAFE&9J+ffT""tfi" {[ E UKjE H &44 B! f/] ffi +^ &++

ft

ETEffi

Profit Tower crane

Scaffolding Batching plant Provisional Sums Tender Summary

f[ili]
}Hfr

H+. A, 41kt " {trisHA@,ffi'F,r*

W FR+ Ur,

^rffi

nE +h +&

F.ft+\lt1
W

6 E+i,lll

frlJ +HE

ffy

ffi+4e
ffif+nfi

c: +t{llB{4]Affiffi
ffr +&

nfr

A,H ffi'*frffi
"

"

ffihfr+ffi tmffit,H,

H, #+ frrJ" FIA E o ^|fr Fl+uf' wH, fr " +HE lly" w? +t,fll ln,frj h' A, 4r,\.{X&. fE {* I . Tal1fi ttff .Arl }Efr fr

a&

B,

c,
50

fi|Jird+&ffi wH, fr ryffiN.fr\ aw.. *8, FI +6t*u) F.W+ + +H E llt " *,+ lft& fr fE {X E , +t E Fr{+&Af, ffi +P|1WfrJ. ft{llA-"] B! ItrfriEHFXzoto -3o/o o Ad H!ffitrn+{4 xf 4 4 1I4,f; fi flj il! lfi H ft ,tr RE. #t6hEtH{+# ffi fi xr[+4e ffi ffi ffi + L+ft.6Y + . +tEAtrI ll,'H+XW ifi,fr!+ft,+Jt + ; .IrtHt-

51

tr:
A: 6tr-Iu-I , ftfnhf#ffi .,8ltt,F4sfgffi++nfiffi= ffi ffi ,Llr6th#,f*)ffi{eH!+F ffiFrJ)'." r&.$"E. il

I
LESSON1O INTERVIEW WITH THE CLIBNT
DIAI,OUGE:

}:x+3,rlA ali&t+#trt.I+lJ'ffi+
C:

Ar.f5iF+ tre*rF

rtl "?i,ffi AAn"

T"

tElt/az A' "fr 'ffi # ffi" ffi --FcW

" i- E
rffi

H/v6ffi

A, EIfCIE

+F+A*r4#rrllffi , &E 4r6ffis B!,tF f.= A*[AA EaF f *n [h. +ilt1 Rrfrffi HtMW-n
%ffi ffittJ x+,r'flt if
,H. Fp -nI

A:

AJter our study of your tender document, I'm pleased to inform you that your contpany is ac_
cepted as one of the final three competitive ten_ derers , and we' d like to have more detail infor_

mation related to your tender proposal for our proper assessment to your tender.

B: We're very pleased to provide necessary infor_ mation to prove our technical advantages and
price competitiveness.

A:

Generally speaking, your bidding document is very attractive, but rcmething stiil needs to be

clarified. Let' s start with the Construction Method Statement. Your Master program
shows that your superstructure works is in par-

allel with the basement structure work. Can you explain to us in detail how you propose to
achieve that? 52

B: Sure. We intend to build the basement '!-i:: Top-down Method. Diaphragm walls and 1 wiil be constructed first to repiace the basen'.::. peripheral w-alls and inside columns and tr=: the reinforced concrete ground slab will :t
poured

tender most beneficial to our client technica--',

as well as economically.

You know,the sprinkler system is a very im1rcr-

tant part of the fire-fighting system. C,onsidering your high quality requirement for the components

with two 9m by 9m square openings --: small excavators into the underground and i:: the outlet of earth excavated. A{ter the ean: excavation in the First Basement, the floor slal of First Basement will be poured. And in tl:i same way, the Second Basement and the Thir: Basement will be constructed. Meanwhile, th. superstructure can be executed in parallel. I:this way, the work period can be greatly reduced, which will meet your requirement for a
very tight construction duration.

of

the' sprinkler system, we selected

imported products from Britain for our tender.

High quality and long-distance transportation

make our price of this part relatively higher.

don't want to sacrifice quality for profit. But we stili think you need
Sounds reasonable. We

to carefully select your foreign suppliers. Only

the most competitive price can make you the final winner.

'fhank you for pointing this out to us. We will take it seriously and make further verification or
adjustments where necessary.

A: I'm

impressed

by this operation very much.

Since the substructure works is fundamental tc

the whole project, we need to have more inforrnation about it. Would it be possible for you to submit a separate Method Statement for this? B: No probiem. We'11 submit it to you in 2 days.

A: Another question, the price of your sprinkler system is quite high in comparison with other bidders. As a basis of criteria, we prefer the
54

A: But your adjustment must be made within 7 days. We will issue the Letter of Acceptance to the winner of the contract within 10 days. B: OK. We will submit our modified B. O. Q. with the price analysis within one week. But we beiieve you will put the priority on the
progress and quality of the Works.

A: We wiil make our final judgment on it.

G<rcd

55

luck!

B:

Thank You.

KEY WORDS & SUBSTITT]TIONS

Assessment to tender
C-onstruction Method Statement

H ro iF
1.+ffi

5#F*ift
lt
ffi x {+, +t {F H lJ Eed fr+ h

r&rr*
*tu1'ffif4

Superstructure
Basement

}UT
)fitFtx, t&Tjg?*rb*
(

Az

/fi

Ht

Top-down Method Diaphragm Wall

^lttw6frfi E /fi , /SH!a\d

PeripheralWall Sprinkler SYstem Fire-fighting SYstem Letter o{ AccePtance

je,TH)tr F Ei

&i t6H Z-, } f & f

* H! i f;il
tr't z

Xtk

ft{ll

xf .{6{ll

r-il ,84

ffi *+r i+ irt, +\ll1MH. 4 tu

tfttlr fiT: tr^ ffi 4rsfi1effifr K fr!

H{,

WWAN

#vh4n +ffiiBfils

tfrfr " B, +t{ll]F Hfi H+e,*E 4 ri,A,

*ifr
I

qE

&

{i1 g1.+9.

*ffiffitf'ftw"
A,,H. F0XiX,!&trstft.|fr lF H ry5

rwiffi wffiffi . iift{il le ^ffiTfr IFlillhtJt{ortrE*H jU L+"+4.rffi 5j&T6

ffiY,l

L, l\ffi-A * L\ *tT th,,

.ItgKA+
JE

1t

Ffi

r.

tr16j",i+ tH t&,ffi ffi

T tl$lf

E{4,ffi s|j Ft rB r

B,

#,4,t1+TH,*HE.ff rt#til&T HlEr. i5 li, lbffiJ&T iS 4 t# fi 48, H trtl.ft 6re T H8!tt li"r*fr r{ 4I; #it6 , Hi+i& mtr fr\ffifrfiW W L+Xtfr-,tFffi. t H H e- x em tr1 trfi fr) lF h leT BtA n fi iId*. H!,t n " j&T *E H! *.fa- fritFRtr, Fp trIW fi i& E

5f*.

4'4fdtf/l$

56

57

TA*E&i tfl\ffi.lcffiffi,.

'&T:trfr Yhiffit" Htsffi Fl*, rHn

-E.

ffi l-"Jffi kl E iX 6 ffi SrlbEH{,W}:#+4- r.

ttffiE.;

4rH0" +t{[wE- r Flwfr'.la1t,trffi I t-E yH+, Jf Ff+,f/| t& Atfr {E +tfH,fH,f6{[- tL'z;74

4rffi,e.ififtffiffirsffi4>F. A, txffi tr&rT'']*hT &4pwffJqtr*" El tE= ,+*f4 EM+rfS B! tR4r, +t,f [ ffi FE * tMT # EffiFv*. t$H]nE] Dl +d4 ffi ft{[tt- * XT-hdr&rtrr*B0fr6rl#.7 s, iqlojffi . +til14^& 2 XtrWirhffi "
A, E

rgfilf

" rf+#,gfntr Erf E Hfiz. +nfill+ {fi H e tr +\W ffitl$[ilfrtr "

!

-f

lEffi.i6{[

ffi

tff^hw

utf#

qE,E

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e

"f,3fi *Fh " 4 ffi,flj F Fxf rfr lff ffi.&H IF ^nttrl+ Hg>F,-B.Wt',iXI++ +t,fnieffi rA4 tr E r
HtPffi

frffi n:# J:#Fxf rtL + & A frJ fl\ Wti,, tfriffi'A14,gl91n qn+lF H F H'l

" ffi Effi Rfi rK6iaffi,fFft,fn tsff

a, ffiE* 'E" +t,fit6aEf'Jil{imffi{48.

{-ft+\lt14hl,& i,t

',lfrtJirF.fff

ftfiH.

ffitrffi " nRtRr" H!ffid.

tuE +* tr fl. .R.etrfi +Jlfiiltffi m?ffi-lnn1

{fi {it,v' rfr l+ tw

a, I[lFltl,r'fiirt xz^lffifiiJa#" +tiil& 10 tll{+f"r +ffi,n'iXEF4filEff-fi.

5B

-*Vt'M*4iJAg.

i
!

59

h Hr
i..:

PI

qgAE]EB

CONTRACT IMPLEMENTATION
;AKING POSSESSION OF SITE
PROJECT PROGRAMMING

-JII

SITE LAY_OUT QUALITY INSPECTION

A\FETY PATROL MONTHLY PROGRESS MEETL\G \IONTHLY STATEMENT COMPLETION AND

F{ANDING-OVER

\,IAINTENANCE CLAIMING

AH*ffi
frw"ylrh f];tnfiiHEAilS?q,
rrl

HStrifnlj ffiE&A E !TH+

H+FT w[6
,E

i4rffi{{t'{frH
R[B

61

LESSON11 TAKII{G POSSESSION OF SITE

DIALOGLTE1 TelephoneNotice

A: 'I'his is Armstrong caiiing.

Bao,
please?

May

speak to

Mr-

B: I'm

Bao

Lin. Are you Mr. Armstrong from the

architect' s office?

A: Yes, I am Peter Armstrong, the representative of the architect for Parliament C,entre.
B: What is your instruction?

A: In

with the (lontract, possession of the site slull be given to the C.ontractor within
accordance

7 days from signing of the Contract. C.ould you

be present on the site at 9:00 a. m. the day af-

ter tomorrow, to take possession of the site? B: No problern, we will be there as you've instrtrcred.

A: l.wiil send you a fax to confirm the exact time

and location.

B: Okay,

see you on

site. Good-bye.
63

ll

DIALOGUE2 Site Boundary A: Mr. Bao Lin, 5 stakes have been set up ar -,:E five corners of the site area. A11 the strai;:r
lines between the adjacent stakes show- the been marked on the Master Plan

B: No, we don't have any other probiern-' -:: ::'= time being' Anylvay' we will give you a ie -t: to confirm if there are any discrepancies between the drawing and what is on site a{ter our verification.

s::

boundary and the coordinates of the stakes ha'-:

A:

A11

right, I will

be waiting {or your confirma-

of the sir=

tion.

You may verify the stakes with your own si;:veyors.

fEY WORDS & SUBSTITI]TION

Possession

B: According to the Contract, demolishing the :-

ffi,H,frH

riginal facilities shall be the responsibility of

Owner.

tk

Take possession of site

Stake
C,oordinate

&trfrtn
ffidE

A: Yes.

All the original buildings

have alreadl-

S{,r

been demolished.

Site boundary DiscrepancY

B: But there are still a hydrant and two gas wells

tnthtr+(n&) E+,^trf.a

within the site boundary. I wonder whether the

pipelines have been removed.

A: That's a problem.
B: The basement of this project wiil occupy aimost

site. if the pipelines for {ire-fighting water and gas remain in the site, we will not able to start excavation of the founthe whole area of the dation pit.

A: We wili record this problem in the Minutes.

Any other problems?
l

64

65

ll

ia

B: fR+EA B:

F, ffi1ff'l*H W\EM|^E)M+

Ft

f;

E'

A: frful " FfrE ffiIRAeiffiAF Bffi IhT .

ff rr iR rt*IWta
r'jiF r
I
I I
I

^1+

T.
A:

" ft Hffl iEfH X Ht ffi *,86

th-],34.

g 24.&ffiW'

EffiiEt[

Eis{tf

A:
B:

ftE fp]i$trffi ffi , iFft- T BE tnLt +tE6g4t. f&F#XllFh uA6 H0 FFJiEtr ++ tr

ft*.nsr't

}I' rh tn+NHFn B: Arfe Ht xuT {+ 5 ffi " 'Wetr %H trfi,tn, fi ill {+ fi E fr fr&Ei " ffi A: 9?,lltKf+*il i.Eq -Lic *X+ lE ffi . 6A H ,f&14FEr9r

gf

A: Bt
ll D:

" +tfi'ii rett"i+. [']ietr++BE, tr A F,L,{ H H{efitF{t*.

/affimp$r

gH{trYqa

ffiEll

h tts ll1 EE, fuT"

" fiittllE, %)t&Mu

BAffi W

ffiffifltn

i.IEJZr

Eft,ll1+ +Ewn e tuI

A:

-,x"4eaffi&tr
\IWJtVttsrt B: B:

A, llPE,+\+Eltsill

FlEfr*E.

"

lFltlaz&tr X L+

e,F.

lAlilffi, +t{itA&F,(*B"m g\rhfrl

A: +\t1W n E

t+yl" {Ath["

" HtbJ tt$/lt1ftfr^tr-4+ Ht E{

|{ fn}&,fi

+4_n!

r'IiF z rwtutfr"&,
A: Bfuffifi+ ,tnrhfrttn+ ffiJ:/zifril+Tf
4p
i

m+ffi z

Mtn-,%tfir Eq,a,H.+
itff;Btxq{_fr&90-T.
66

Ft F! He* * fi qa
tm

f6fj. fE

w tux_, itr.M.W

Kt T " !#,EI t))

67

f.

i
I

{or easy understanding'

Hou, clid you decide the level of detaii o{ the ac-

LESSON12
DIALOG{JE:

PROJECT PROGRAMNII\C

tivities in the Program'i In order to measure the works according to the

irrst Clontract f)ocument, we Just took shown in B. O. Q. as the activities'

Where can

the

l items

I find

the activities regarding shop-

Mr. Arrnstrong. A: Good moming, Mr. Bao Lin. As

Good moming,

R:

specified '(irntract, you are required to submit the 1-,:,_: project program not later than tomorrow-. guess you are going to submit it now. before our formaj submission, ma1- 1

drawing design and equipment procurement? I am sorry. We did not inciude such activities in the program.

I think

such important activities should have

been included

in your schedule' Designing'

B: Yes, but
program?

submission and approval

ask for your advice and comments on our drat

A: Why not? I like to have discussions

contractors about their programs. R: Here is the copy for you.

of shop-drawings and equipment procurement always take a long time. If these activities are not properly schedprouled, sureiy the implementation of your
gram

will

be in a mess'

B: You are perfectly

right' I wiil

revise this pro-

A: it looks fine. All the activities in the chart are shown in color bars. It shows the links between
an activity and its preceding activities as well
succeeding ones.
as

gram accordingly this afternoon and submit the revised one 1<; you lomorrow morning'
Please remember

that a more detailed threemonth roliing program is required to be sub-

B:

Though we have already made network analysis

of the prograrn, our eventual schedule of the works is still presented in linked bar chart form
68

mitted within seven daYs. proB: The preparation of the three-month rolling gram is on the way. I will submit it to you on
69

time. Thank you. KEY WORDS & SUBSTITIJTION

Program (schedule)

Draft program
C.omment

trEiffi{ itn{+ffi

ffi rz uR. rR Elittrtltil

(linked) Bar charr Network analysis

Preceding activity Succeeding activity

gm (x4x)itriEK wthhtn
KFfiTIF .FET(V

B: FtF,F-Fli$ffi++Fifr4.

A'

trt*l
ilE
"

,4ilffift+., fRffiAE4>F,|frffin& EExzBtFttrEitru " +frffi |t$wadiffi F

H!, {E

Shop-drawing

iilrK,tr6ri+tr
iadritnu

Rolling program

B,

&fr

tt+E *-xZffi

,fi

6EiF,6xf +t'fll B!
{e'm H0!f

ittt
B,

tE

F,F.

A, Fffl " ft

iti{.

tI fi H -tL n4 t f"r FH$Rtsts ffii{if

B-fAEth!&ill" A,, E l,*6ffi " t+ FfrH tutItF#FffiXt@'ffJtt t4i$* T " E-ry'I-tF Etr ill'Rffi I|F u &'Rtr rfF #Jffif,.&*fiA K i*zi $i * T " B, tr{t'fll E Axf trtr 1tf'!Jfr:l1 T W% {}ffr ' IE
A,'f6'fllEln'fq&E trj ff lqitfl B\ &tfrrtF hrr tF.hffitrf'tW? B, t T'fET+Rffi A lal I l+ifH'lrffi' +t'{ll H+*
70
71

E#.l|\ffiX4x1f;K**zi.

a,

)Frrf5i'6.+- + Hltn H IF h W.p.itirj * |Ffi.H " ft4EFEAE+tFUAXffi r i+ K ff E6*

:l *
ft! m

IrcTnE:

B: xf^ru. ft{lllt +g -drL},L,rFF\ trtr.itfl A, +tffi Et*E4 H! rfF M.A@+frtrff Ei.ttrj = i6 -I i+ El &iJ-. fEl- fn F' +tr 0), &1k& X.WA E ffiE{RKBf 14. 4NRB JVT(Fa,HFAW .IE

I,ESSONl3 SITE LAYOUT

g,

trlqjtnlj-E*+f+-mffi.
H!
rP'l

J: Hello, Mr. Armstrong!

Vt

!#,iJt1r41Lxf
.f H rru-

g,

. +t{+A+X T + xf #Ej't tii i:

qE

X + _L{+ tb &.tr

&.H r.ttri

hf"*"

e,
e,

iFi-c,f* 7 x.zfr]6ffiittrlni#ffifr\ 3 '6.d1ithti "

+E

fE

iFa:itnUtrAffifttj g
iEfiHf!

+" +tA&FtF

{4'/frH!.

Did you bring your proposal of the site iayout ivith you? 3: Yes. I worked on the proposal yesterday evening up to midnight. I knew you were very concerned ahout it. A: You know there are many parties working on the same site whiie the total site area is limited'

\:

You should arrange your site in a compact mannel.

B. I

understand. Here you are! Precast yard, rebar yard, concrete batching plant, repair work-

shop, warehouse, and iron shop are all included.

A:

Well

, it's

detailed enough. According to the

Method Statement you submitted, the precast

concrete piles
72

will be fabricated on site'

/J

ft *
Y

B: Yes. Two gantry cranes

handling the piles.

shall be set he= lm

A: Will the waste water from the

system?

concrete batch-

A: What is the capacity of

B: 10 tons each.

these cranes?

ing plant drain directly into the city drainage

A: It seems that if you use 8000m2 for precast 1a.r as shown in this layout, there wiil be nc,r r_nough area for other facilities.

B: Of course not. It will be fiitered through a catch basin before it drains down into the city
drainage system.

B: We

use that piece of land for the prer,.q yard for a short period only. piling works gc,m

will

A: I cannot find where your site lab is trocated' It

should not be omitted from your layout because

on for only 3 months, we will reduce the area for the precast yard and tum it into carpenrrr

shop, warehouse, repair workshop, and irs shop. We will build a rebar yard for use during
the structure construction period. The other cilities can be set up later.
fa_

it is an essential facility for quality control. B: It will certainly not be omitted. You see, that block not lar away from the batching plant is the lab. It will be equipped with all required instruments for soil, concrete and steel tests necessary for the works.

A: Is a bending shop included in your rebar yard? B: Yes. We will have a cutting machine and a
bending machine
process rebar

shop that can with a maximum diameter of 40

shall

in the rebar

A: Where is site office? B: Here it is. The office for our company can maintain 40 pmple working together, while
the office for the client can maintain 15 people.

millimeters.

A: Fine. How many concrete batching plants

be erecred on site?

A: Is there enough space for a meeting room? B: Oh, I' m awfully sorry. We neglected it.
Would you mind our adding a 40 square meter area for it just beside your site office?

B: Two. One with a capacity ,;f 40 cubic meters per hour, and the other 25 cubic meters per
hour.
74
rl

A: Of course not. lt's

communicate

more convenient for us to

and re75

with

each other.

B: We will correct this layout immediately

submit

it next week.

A:

Fine.

KEY.WORDS

&

SUBSTITI]TIONS

ff rs i,F wrnfrE
\t !&l+,ffili+.!

Precast yard

ffift/.ta++tk

Gantry crane
Rebar yard Rebar (Bending) shop Bending machine

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(fr4ffi)+fiEtJt"

l' /Sff ,P44Bffi'ffi88fr4!

\,
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A, ififilEl ntTEwthffirH! Wfiru
jU4R
FR

Cutting machine Iron shop

Batching plant
Catch basin

(ffiffi)txwtn
ffil++lEJ

(iRffi-l)+tri+tfi

RiE+

B:

fr " hK! mftJ+4{+ t r'ffiEffrn.WW+ ffi f+ifi .#lb+,ld| . & rffi ffil+4 FJ aF a @ +6
+tryE

"

16'111

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B,

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76

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77

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78

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a\ Efr?,Frfr 40

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7q

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r
I

A: Well,
tory.

your paper work is complete and sai:s:'-

LESSON14 QUALITYTNSPECTIO\
DIALOGUEL Inspection to Paper Works
A: Yesterday I walked around an apartment whe:-= the finishing works is going on. I' d like :, check your quaiity assurance documents ar: quality records in this respect. B: As you know, we have srrbmitted the Qualit-.Assurance Program, Work Procedures anc Method Description for the project for your review. Actually they are approved already. A: I know. I appreciate that your Quality Assurance Program is quite compliant with the ISO9002. I hope those principies have been strictl.v ioilowed in your site operation. B: They have. Here are execution tracing files,
quality certificates and test reports.

DIAITOG{JE2 Site Walk

A:

Since the mock-up has been accepted' and the

Work Procedure has been approved, now we can inspect your finishing works according to
the Work Procedure and the quality criteria shown in the mock-uP.
as

B: oK! A: This is Room 1-02. You see, bathtubs should be properly protected with plywood cover as soon as they are in situ. , why is this bathtub left uncovered? Any putty or mortar drop will damage

it

seriously'
cc,ver

B: l'm sorry, we shali

mediatelY.

it with

a plywoc'd

im-

A:

This is Room 303. There is still some grease on the rendering {or the tiles. You're not allowed to start tiling unless the rendering is thoroughly
swept and clearred.

A: Where are the mill certificates of rebar?

B: Here 5'en are. And we have made tests for each batch of reinforcement for verifying the mill
certi{icates" 80

B: I

see"

A: Now we are in Room 405. l-ook here, the electrical wall switch is not at the cross of the tile joint.s, piease check the bench mark and le-lo-

cate

it.

B: I'll

instruct my E after inspection.

&M

sub-contractor to dc w

A: Write down all the non-compliances

we disccrr-

ffi
r.fifr

t+t'n trEts

ered. I will check if they have been corrected the next inspection.

B: OK.
KEY.WORDS

r
A'

eE'l+
IJIF.&#MA\AHWT -E J L' +IIE'& ffi H! E E {*ifi xl+ffi ffi A-T'f6'fll as
H,FX*IS

&

SUBSTITUTIONS

ti

Quality Assurance Program Work Procedures

Method Description Execution Tracing Files

trtRi[itfl

ffirf#

f&rffiJit{+

R, ffi*iliE, *k'{n fi{ r&ffi 'f*iiTtl-iil'

Fart^

iE;ft'

i6IfB J?

ffirfRffiI{+
tr844,fiilTfi E{fti[4ffi9 sl-ifrqE
W}R#.E

Quality C,ertificate Test Report

Mill Certificate
Rendering Bench Mark

"ftr'fllfl+*78T. A' E*!iili6. +Jd{RH X ttrft'- ffi5eiFnTiti{ ft A gTEnlI fra-e4rll1 f+a ISG- saoz" tuftBB V!{AtnffitF+trffi)fE' B, %xtPtf.tE " tsggEf6l#Rffi X1,+'ffi8"# f&iltsfirffiTonll+E" A, fl4 ffi F! tl J--.iEBE frEU Lt B, h,$. +t{ii B x'f *wffiffi lffiT g.ifrw " A: lft "'ffiinffi x'f+ rtF4tfr&,+/\mH'
x,jif;

ewe,
#rnrn

In situ.
Non-mmpliance Mock-up

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f+fFtFl

2
A,

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1

B2

83

_l_

,l

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LESSON15 SAFETY PATITOL

DIALOGUE

B: xfrFE. ftfiJa g tffi &f+r **ff . A, sE303#Fl{. Ti+ ,R#.trlInH_eN

Meeting Before Patrol

" frfr.&tr*{fr

iR

iF#t T}+zHfi l"qF:fi &

A:

This is our first time to have the monthly safety

flfiHtr+"

patrol.

am

I.i Dong, the Safety Officer ap-

B: f{lT. A: 4Aftfl$UT

pointed by the Main C-ontractor of this project.

+os #

<fi XT &WEt +*t#. ffrt

*,,*trHBfiiJi|i_"
B, +tA7lil(AtrEfi
dr

Ftq" t*-T , ts+E

_r"

Are the safety managers from all the subcontractors here?

4t,

iF &

AX

A,

FA,W pnH6ffA,F.id*T*, aT t^ilga Hf ftK&a E{il Ea E A*{ D[ IE .

i#+ts+t{t1

A&ffi'*.ffi .

B: Yes. We all know "safety First". Nobody glects it.

ne-

A:

One month ago, the Main Contractor issued

Site Safety Program to all the subcontractors in

B:.FfF!.

site. I hope that each subcontractor has prepared his own Safety Scheme according to that

Site Safety Program. Now

I' d like to be in-

formed o{ your Safety Schemes. Steel subcon-

tractor first

Please.

B: Ok, here is our Safety Scheme. In compliance with the Site Safety Program, it details al1 the precautions and procedures for steel structure
84

construction. 85

__

A: lk,

you have a group of professinnals resporr.: - r {or implementing this safety scheme?

mit" for the weiding here? Sr:re, here it is.

(by an opening) I can see from here that there are neither guard rails nor sufficient covers for

B: Yes. From the beginning of this project, I -"r:_. appointed as the Safety Manager, and I ha-.= :
assistants respectiveiy responsible for the of each section of the site.

sa:.,

a big opening in the floor. It does not comply with the safety regr,rlations and shorrld
such
be corrected right now.

A:

Good. Now, let's go to the site and check i{ , the safety regulations are strictly observed. tr_, order to appraise your performance on site sai=-

B:

(to a foreman) Foreman, you need to arrange

for two workers to properly enclose the opening
immediately.

record all the non-conforma:r,:= found during our safety patrol. please put c:your helmets before you step out off the meeting room. DIALOGLIE

ty, we will

A: AIso,

remember to set a warning notice here to

as you have in-

alert pmple of the hazard in this area.

B: We will work on it right away

structed.

On Site
you

A: OK, that's all for the safety patrol today. I

hope all the non-c.onformance soon and you.

A: I'd like to speak to this welder first. Did

will be corrected

have any training courses for safety education?

W: (welder) Yes. In class I learned all the safetv

regulations reiated to welding.

will not be repeated. i'11 check them one by one in the next safety patrol. 'Ihank

A: It's

fine that you wear the helmet and protective goggles, but where are your hard shoes?
your manager give one pair to
y,ou?

KEY-WORDS
Safety
Safety

&

SI.JBSTITUTIONS

l)idn't W: Yes,
today.

he

did. I'm v>rry, I forgot to wear them

Patrol *AXSA Officer AA.H,'ffi Site Safety Prograrn Inln*+*ffi

A: Don't
86

forget again. Did you get a"Work per-

Safety

Scheme

qAift{

e1

l
F F

Helmet

qAfiH

Hard shoes Work Permit

frlFw
rtFl+EI1E

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r.lif;

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B, EH!.

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-+

B:

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tkx+kmffi
fflj

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FSr

trm, 4i lt{
A:
B:

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n{ B!

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A:
88

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Wr

89

fn

lk

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A: ftffi,ER* + l+rw*T.,ffi
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LESSON16 MONTHLY PROGRESS MBETING

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W: A:

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A: I'm

FT,

1F..ffi#i,+T+AErtffT . T 6&*)Lfr1ft ,Ft*H

not satisfied with your plqrcss. Acording to the Master Pr<gram for renovation of the production building, you shouid have oompleted the rmf installation by now.
was delayed by the bad weather. You see,

sorry to

*y I'm

trIitrn9t ^4F,HiE W: gfta" EJLdi.

"

r(Fi+

B: It

A: ( &?E tr F ) A tsJ L+t FJt 6E E ntuffi- t:H + HliE n ffi &a- HH xwa EwHt#j#" E7li r+ a x +*x-5., rn&Ffi,,y'tnftrE^

ft

B.

(fr-&IK)rK
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"

,$TM,N9LEHFz

Ar.A

the site diary shows there were 5 days with heavy rain and 2 days with strong wind. We had to stop roof installation in those days. A: The erection of the main processing machines must start on the 10th of next month. It's one of the activities in the Critical Path. If you fail to meet the key date, it will seriously affect
completion and take-over. So you have to reach

A: iE'f+AE )L#-+F#zitr4, *EEE El HtA{ll. B, +t{[ gr &t&tulffi 8 -*[ffi. A,,4FTT. +Xil1?(+Kiq,F'}fIJAJ L. +T,ftWFfrE tuI #ffi4"FEgt Dtfr i$*, nFE -nfril" +\Wi*T *WXA{giq,H{)6+&A ifigf !
90

it. There's no room for discussion of the key

dates fixed in the contract.

"

B: I see. A: What's more, your HVAC

instailation w-ork
91

seem to behind schedule.

Your revised layout was supposed to be issued week ago. But we

Even

B: It was held up because you dclayed the approrz_ of equipment procurement.

haven't

received

it

J'et.

A: I can't

with you there. You want to u:* different equipment instead of that described ir the specifications. However, we didn't receirr your written proposal until 15th of last month"
agree

if we get it today, we could hardly catch up with the normal schedule without additional
manpower.

There are still some issues undetermined on the

A{ter we investigated your proposed equipment carefully, we issued our confirrnation to you on

26th ol last month. Our response to you wa..s still within the 2-week limitation stipulated in the contract. Here are the records of document transmittal. I suggest we discuss this later. Now, the important thing is to finish the work

layout. We shall speed up. But it is impossible to extend the key dates, for each key date is correlated with the next one. We agree to take the additional cost into consideration. But firstly, you should submit your written application.

OK, we will
KEY.WORDS

prepare

it.

&

SUBSTITUTIONS

in the shortest possible time. B: We can finish it within 50 days. A: No, that's too late. Can you do it within 45 days by working two shifts? B: We will try our best. We'11 mobilize more resources and re-schedule the works. I promise you that the modified schedule will be submitted to you within 3 days. Another thing I' d like to mention is that we want to apply for a
time extension and cost additional for the earth-

Monthly Progress Meeting

Master Program Site diary

FBfrP.*
,H.!EEfl.NU

rf'tn(ffi:-)8rt

Key date Main processing machines Critical activity Critical Path

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X6EW'44
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HVAC(Heating, Ventilation
and Air-conditioning)

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work of the Additional Production Building.

92 93

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A: I F H' i6,t*, +\,/ryiinft,f6{[ H! ffi rff tr 6]tffi H " 4Rffi E4ieTffiH!,H.strit ttJ, itsll1+ Ml4lntr:rfrB 4fr iRtrffi E * fS T .

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B

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B

A:

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E

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4

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B:

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A: ffi -H.,,ffi ,f[ *1 w.ffiw&

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,8"

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B:

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B: ttfrt,ft,fnaie660.

A:

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94

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95

^in,EE

them immediately on Your own cost'

OK,

LESSONlT
DIAI,IOGUE:

MONTHLY STATEMENT

What is this item for? This is the sum for materials and equipment delivered to site this month.

B: Today is 2Bth.

It's

the date {or our submission

But according to the C,ontract, the sum in the Monthly Statement for Materials On Site should be only 70o/o of. the value of the materials and equipment delivered to site.

of the Monthly Statement.

A: Yes it is.
you.

Please hand

it in if

you have

it with

B: Here

it is. It

shows all the quantities of work

Yes, we did leave 30o/o of the value of the materials and equipment out of the Monthly Statement, complying with the Contract' And
please

to the 25th o{ this month. They have been checked in accordance with the actual
done up progress on site and the drawings.

certify the quantity of the works

done

under Variation Order this month' We can certify the quantity now, but the prices

A: (studying) Fine. Where do these unit

come from?

prices

of some variation items seem to be quite high' What is your Pricing based on? B: 'lhe prices are based on the quotation from our
materiai suppiiers, because the materials are not

B: They come from the Bill of Quantities in our

tender document.

A: Well, your statement is OK in general, but Item 1, the concrete foundation {or air compressors should be cancelled from the list because they didn' t pass our inspection 2 days ago. There are several cracks on the concrete surface. You should remove and reconstruct
96

the same as those in the original contract and their rrnit prices can't be fixed in accordance

with the Rillof Quantities'

A:

Your pricing in this part

needs

to be negotiat.ed fur-

ther. Ict's

leave

it

aside for our next discussion'

B: OK. I'

11

come back tomorrow morning anri 97

glve you our modified Monthly Statement. Is

that all right with you?

A: B:

Anytime after 10 o'clock.

'When
ment?

do you think we can receive the pay-

ffi17ix

,E

tr+ET

A: If there's no problem with the statement, I'll

it to the client. However, I'd like to remind you that the
certify the payrnent and submit
amount of your Monthly Statement is subject to a l0o/o deduction of retention money. The cer-

B:

A:
B:

+XE28 + " E+ETE EHfE*H! E +.

Efl. lnRitsffi*-T,ffiFt.

tified payment will be transferred to your bank account probably within 42 days after I receive
your statement.

B: OK, I'll be expecting it then. The sooner

bet ter.

the

KEY WORDS & STIBTITUIONS Monthly Statement

Materials On Site

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fF*

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Ez+
B: t+m "

ffi:IAMN

Certify Variation Order

(rffi)sff
(r&)gEEfil

A: X*l4+FH0
B:

Air

Compre-ssor

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E4t/at trEAB fr:tnffrttwffi1*.&8.

{E +Fffi

Deduction Retention Money

A:
B:

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99

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9B

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LESSON1S COMPLETION AND HANDING-OVBR

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A, E*FAPi +F-l/rffig-W.- *Iil'ffi " +t,f[ +BEf

l{ffiBET*tAj.{Aps. B: lf Ht. 1,&6A ^fti&H-lLP4t

+FtHlAffi 'r'lfrtnw fi

B: A month ago we submitted our plan for taking over the works along with a timetable, Two weeks ago a combined inspection group composed o{ the employer, the relevant governrnent

o/o

fl\

Bqbr.
B,
A:
B:

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departments and you inspected the facilities in

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our contract and had a trial run of all the systems. We wonder if we can obtain the takeover certificate now. The early issuing of the
certificate will be greatly appreciated.

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A: ln my opinion it
B

is too early to issue the take-

over certificate {or the Piant.

t agree with you on this point ' In accordance with Clause 60.3 of Conditions of the Contract, "A take-over certificate wili be isI ' m afraid

can'

sued at the stage when the plant is substantially

completed and functioning normaliy. " should be given the take-over certificate since
100
141

'We

the works has been substantially

relevant government departments.

completed,

this has been confirmed by the engineer and the

ready for delivery?

A:

From our point of view, there're still a lot of items of works not yet finished and some works
need to be corrected. For example, the paint
spilled on the

Yes. Ali the as-built drawings, QAZq6 inspection forms, survey records, and execution-tracing files shall be submitted in one day.

floor, the missing drainage grid,

A: C'ood. Once we receive all y'our construction files, we will issue the take-over certificate to
you'
Does the maintenance period start on the date

and the pipes need to be repainted. Meanwhile,

there're still some outstanding works. They are all in the punch list transmitted to you last
week.

when your take-over certificate is issued?

B: It's

true that a few minor defects remain to be rectified and some items of the works to be
completed. But they do not affect the normal

A: Certainly. D t): May I remind you that it is also time to release the first half of the retention money to us? A: I will arrange for its release soon.
KEY.WORDS

operation cording

of the whole Works, as you can see

com-

&

SUBSTITUTIONS

from all the functioning tests. This means, ac-

to the contract, that substantial

Handing-over Take-over Punch List Outstanding works Substantial C.ompletion

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pletion has been achieved; therefore we shouid

receive a take-over certificate from you. Here is

our written undertaking that we

will finish the

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outstanding works and making good the defects

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with due speed in the Defects Liability Period. A: (studying it) Well done. We shall issue the
certificate to you as soon as possible. By the way, are all the construction completion files
r02

As-built drawings

QAZqC inspection {orm

Suney record
Execution-tracing file

Defects Liability Period

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Take-over certificate Retention Period

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LESSON19 MAINTBNANCB
DIALOGUE:

A: In accordance with the C.onditions of Contract'

the one-year maintenance period {or the project is over. Last week, an inspection group includ-

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B:

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ing our engineers, the Employer, and the representatives of relevant government departments inspected all the buildings in your work

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scope. Did you receive our inspection report? Yes. But we want to explain to you that some remedial items listed in the inspection report are

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not in the work scope of our maintenance' such as the broken glass windows and doors' footprints on white walls etc' They were caused by
improPer oPeration.

A: I see. Please repair them first, and then include

them into a claim'

B: OK. We'll work on them immediately' A: Other minor de{ects listed in the inspection report need to be corrected in 1 week' They
106

L07

should be remedied by you at your own cost. Only when all the defects have been remedied, shall we issue the De{ects Liability C.ertificate.

Clairn Defects Liability F'inal C,ertificate

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Certi{icate fiiF6fr{fH}f+

B: I see. So when can we get the final certificate? A: A{ter you get the Defects Liability C,ertificare,
you can submit a draft o{ final statement with supporting documentation and a written dis_
charge showing al1 the money payable including

Final Statement
l)ischarge
Remedy Remedial Payable
Receivable

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the second half of the retention money.

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B:

will complete all the remediai works and prepare the draft of final statement expeditiously.

Please be assured that we

A: If we think your final statement draft is reason_ able, we shail sign it and submit it to the employer in 28 days. When the employer approves it, you'11 get the Final Certificate and all the
receivables.

B: It

seems to be a very long and complicated pro-

CESS.

A: Yes, for such a big and important

B: I can't agree with you more.
KEY WORDS & SUBSTITTJTIONS
Mainrenance 108

issue, tion and patience are necessary, right?

cau_

period

RLEW
109

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required to review and approve our propos:-l i'-: equipment substitution within 2 weeks' $111 rre
received. your confirmation on }i1ray

2, 22 da1-:

LESSON2O CLAIMING
DIAI,OG{IE:

a{ter our submission of substitution proposal' It caused 8 days delay o{ our equipment procure-

A: From the cc_mmencement of the work until

now, we have received 6 claims from you. To_ day I'd like to hear more explanation on your
claims.

ment. You can see that delay of the works was not under our control. It's unfair for us to suffer liquidated damages for 20 days' A: Do you have contemporary records or sufficient
evidence to support Your claims?

B: Sure. Here are all the necessary documents'

B: Firstly, thank you for offering this opportunity

to discuss the claim issues. Generaliy speaking,

A: Well,
then.

accept these claims and withdraw our

Back-charge Notice

{or liquidated damages

3 ciaims are raised for 25-days of time exten_ sion. According to the contract, we shouid have
taken possession of the site on April 10, but in

fact we couldn'r do so umil

April 17.

One-

B: Thank I'ou for your kind understanding' A: What's the next ciaim for? T) the boiler D: It' s {or the additional pumps in

week delay was caused by your failure in requi_ sitioning the land for the site area on time.

A: I agree. How about

extension?

the additional l8_davs time

horse. It should be regarded as a variatiort item, it's not shown in the construction drawings and Bill of Quantities' You have certified the quantities of the installation of the pumps'
But concerning the cost of the pumps, we can' t agree with each other' A: I'm sorry to tell you that this claim is not e{fective because it has already expired' It's men113

B:

Because you delayed issuing your revised layout

for the Production Ruilding for 10 days, our earthwork was held up accordingly. Furthernrore, in accordance with the contract, you're
112

in the fbnditions o{ C_ontract rhat the contractor must submit the notice of claim to
tioned
the Engineer within 2g days after the event of the claim arising. But your claim 4 was raised to us 3 days later than the varid time for claims.

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B: It's unbelievable. A: I can do nothing about it.

ing 2 claims refer to?

What do the remain-

B: They're

about the additional cost for the reme_ dial works resulted from your inappropriate ac_ remember you have repaired them accept them.

tivities in the Maintenance period.

A: Oh yes, I
all. OK, I

KEY WORDS & ST]BST'ITT/TIONS

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Requisition

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