APPENDICES

REVIEW EDITION

May 2012

COPYRIGHT AND PUBLISHING
All rights are reserved. This edition is intended for review and comment. It should not be taken
to represent the final form of these Appendices or reflect the final form of any other part of the
finalised CIOB Contract. No part of this publication may be copied, reproduced or transmitted
in any form or by any means, or stored in a retrieval system of any nature, or used for any other
purpose than review and comment without the prior written approval of the Chartered Institute of
Building. 

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The CIOB Contract for Complex Projects

© copyright Chartered Institute of Building 2012

TABLE OF CONTENTS
APPENDIX A – DEFINITIONS........................................................................................................ 11
Access Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Academy of Experts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Activity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Activity ID. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Advance Payment Bond. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Auditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Base Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Bill of Quantities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Building Information Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Building Research Establishment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Business Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Certificate of Failure to Complete. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Certificate of Making Good Defects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Certificate of Partial Possession. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Certificate of Substantial Completion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Chartered Institute of Building. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
CIOB Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Collateral Warranty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Common Data Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Completion Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Connected Contract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Connected Party. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Consenting Party. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Contract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Contract Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Contract Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

The CIOB Contract for Complex Projects

© copyright Chartered Institute of Building 2012

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Contractor Administrator’s Notice of Payment Due. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Contractor’s Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Contractor’s Notice of Payment Due. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Contractor’s Plant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Contractor’s Pricing Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Contractor’s Time Contingency. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Data Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Date for Sectional Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Date for Sectional Completion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Date for Substantial Completion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Date of Contract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Design Contribution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Design Contributor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Design Coordination Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Design Element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Design Execution Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Design Level of Development. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Design Stage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Design User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Determination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Draft Impacted Planning Method Statement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Draft Impacted Working Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Draft Planning Method Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Draft Revised Planning Method Statement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Draft Revised Working Schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Draft Updated Planning Method Statement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Draft Updated Working Schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Draft Working Schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Due Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 

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The CIOB Contract for Complex Projects

© copyright Chartered Institute of Building 2012

Early Warning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Employer’s Cost Contingency. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Employer’s Cost Risk Event. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Employer’s Time Contingency. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Employer’s Time Risk Event. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Event. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
File Transfer Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Final Valuation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Fragnet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Free Float. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Holding Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Holding Company Guarantee. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Initiation Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Interest Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Issue Resolution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Key Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Level of Effort. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Liquidated Delay Damages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Listed Persons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Local Law. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Logical Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
London Court of International Arbitration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Milestone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Notice Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Notice of Payment Due. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Overheads and Profit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Partial Possession. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Penultimate Valuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Performance Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Permanent Plant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Relevant Completion Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Standards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Relevant Date for Completion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Provisional Sum . . . 22 Surety Bond Form. . . . . . . . . . . . . 21 Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Risk Register. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Substantial Completion Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Surety Bond Period. . . . . . . . . . . . . . . . . . . . . . . . 21 Scheme for Construction Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22  Page 6 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Surety Bond. . . . . . . . . . . 20 Reference Design. . . . . . . . . 22 Temporary Work. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Termination Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Substantial Completion . 19 Preliminaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Project Time Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Specification. . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Predicted Cost. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Progress Meeting. . . . . . . . . .Planning Method Statement. . . . . . . 20 Principal Expert. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Prime Cost Sum. 20 Retention Bond . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Progress Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Post-Completion Retention Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Special Conditions. 21 Subcontractor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Surety Bond Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . 22 Valuer . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Status interval for publication of Progress Records . . . .. . . . . . . . . . . . . . . . . . . . . . . ... . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Law of the Contract. . . . . .. . . .. . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 25 Listed Persons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 24 APPENDIX B – CONTRACT DATA. . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .. . . . . . . . . . . . . 26 Date for Substantial Completion. 26 Access Date. . . . . . . . . . . ... . . . . . .. . . . . . . . . . 26 Status interval for update of the Working Schedule and Planning Method Statement. . . . . . .. . . . . . . . . . . . . . . . ... . . . . . . . .. .. . . . . . . . . . . . . . . . . . . .. . . . . . . . . .. . . . 27 Limit on the period of delay to completion.. . . . . . . . . .. . . . . . 27 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 7 . . 26 Surety Bond. . .. . . . . . . . . . . . . . . . . . .. . . . .. . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. . . . . . . . . . 27 Retention fund for repair of latent defects. . . . . . .. . . . .Total Float . . .. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . 27 Interval between quality assurance audits. . . . . . . . . . . . . . .. . . . . . . . . . . . . . ... . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .. . .. . . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . .. . . . . . . . 24 Works . . . . .... . . . . . . . . . . . . .. . . . . .. . . . . . 26 Interval for Progress Meetings. . . . . . . . . .. . . . . .. . . . . . . . . . . . . . .. . . . . . . . 27 Liquidated Delay Damages. .. . . . . . .. .. . . . . . . . . . .. . . . . .. . . . . . . . . . . . . . . . . . . . . . 25 Holding Company . .. 26 Status interval for revision of the Working Schedule and Planning Method Statement . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 27 Post Completion Retention Period . . . . .. .. . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . 26 Status of the Reference Design. .. . . . . . . . . . . . . .. . . 27 Cap on consequential losses.. . .. . 27 Retention Bond . . . . . . .. . .. . . . . . . . . . .. . . . . . . .. . . . . . . . . . 23 Welfare Facilities. . . . . . . . . . . . 26 Advance Payment Bond. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Variation . . . .. . . . . . . . . .. . . . . . . . . . . . . . . . . .. . . .. . . . . . . . . . . . . .. . . . . . . . . 25 Method of measurement of quantities. . .. . . .. . . . . . . . .. . . . . . . . . . . . . . . . .. . . . . . .. . .. . . 26 Holding Company Guarantee. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 25 Monetary currency. 23 Working Schedule . . . . . . . . . . . . . . . .

. . . 31 APPENDIX C – BUILDING INFORMATION MODELLING. . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . Levels of Development. . . . . . . . . . . . . . . .. ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . .. . 36 Density. . . . . . . . . . . . . . . . . . . . . . . . 27 Final date for payment. . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Experts. . . . 28 Adjudicator . . . .. . .. . . . . . . . . . . . geometry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . content and uses. . . . . . . . 28 Arbitrator. . . . . . . . . 29 Dates for Sectional Access . . . . . . . .. . . .. . . . . .. . . . . . . . . . . .. . . 35 Standards. . . . . . . . . . . . . . . . .Base Date. . . . . . . . . . . . . . . . . . . . .. . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 28 Rules of Adjudication. . . . . .. .. . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . 30 Damages for failure to complete a Section. . . . . . . . . .. . . 35 Production and administration content. . . . . . . . . . . . . . . . . . .. .. . . . . . . . . . . . . . .. . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .. . . . . .. .. 30 Key Dates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . .. .. . . . . .. . . . . .. . . . . . . . . . . . . .. . . . . . . . . . . . . . . .. . . . . . . .. . . .. . . . . . . . . . . .. . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Design Contributors and Design Elements . . . . . . . . . . . . . . . . 28 Interest Rate. . . . . . . . . . . . . . . . . . .. . . .. ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Software . . .. . . . . .. . . . . . . . . . . ... . . . . . . . .. . . . . . .. . . . . . 28 Adjudication. . . . . . . . . . . . . . . . . . . . . .. . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 38  Page 8 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . . . . . . 38 Project-specific data fields .. . . . 35 Design Content . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . .. .. . . . . . . . .. . . .. . . . . . . . . . . . . . . .. . .. . . .. . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . ... . .. . . . . . . . . . . . . . . . . . . . . . . 27 Interval of statement of current value. . . . . . . . . . .. . . . . . . .. . . . . . . . . . . . . . 37 Conformity with Building Information Model. .. . . . . .. . . . . . . . . . . . . . . .. . . . . . .. . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Principal Expert. . . . . . . 34 APPENDIX D – WORKING SCHEDULE AND PLANNING METHOD STATEMENT. . . . . 33 Design Stages. . . . . . . ... . . . . . . . . . . . . . 28 Rules of Arbitration . . . . . . . . . . . . . . 29 Dates for Sectional Completion . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 37 Scope Breakdown Structure.. . . . . . . . . . .

. . . . . . .. . . . . . . . . . . . ... .. . . . ... 43 Production Progress Records. . . . . . ... . . . . . ... . . . . .. . . . .. . . .. . . . . . .. . . . ... ... .. . . .. . . . . . . . . . .. . .. .. .. . . . . .. . 47 APPENDIX F – EVENTS.. . . . . .. . .. 43 Submittals . . .. . . . .. . . . ... . . . . 51 Submissions.. .. .. . . .. .. . . ... . . . .. . . . . . . . . . . .. . . . .. . . . .. ... . . .. . .. . . . . .. . . .. . . . .. . . . .Standard data fields. . . .. ... . .. . .. . .. . . .. .. . . . . . . .. . . . . . . . . . . .. . . .. .. . . . . . . . .. . . . . . .. . . .. . . . . . . . . . . .. .. . .. . .... 52 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 9 . ... . .. . ... . . . .. . 38 Archiving submittals. . . . .. ..... . . . .. .. . .. ... . .. . 43 Design Progress Records. . . .. . . . . . . . . . . . ... . .. . . .. .. . . . .. . ... . . . .. . . . . . . . . . . . . . . . ... .. . . . . .. .. . . . . ... . .. . . . . . .. . . . .. . . .. ... 43 Record categories.. . . . ... ... . . .. .. . .. . . . . ... . . 48 APPENDIX G – ISSUE RESOLUTION. . .... . . .. . . . . . . .. . . . . . . . ... .. .. ... . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . .. . . . . . .. . . . . . . .. . . . . . . .. . . .. . . . . .. . . .. .. . . . . . . .. . .. . ... .... . .. .. . . ... . . . . . .. . . . .. . ... . . . . ... . . .. . . . . . .. .. . .. . . . . . . . . . . . ... . .... . . . . 52 Status. . . 51 Questions.. .. .. . .. . .. . . .. .. . .. . . ... .. .. ... . . . . . . . .. . .. . 52 Further information . . . ... . . .. . . ... . . . . . . .. . .. . . . . .. . . 43 Cross reference to Working Schedule and Planning Method Statement . . . . . . .. . .. .. . .. . . . . . . .. . . . . . . . . .. . . . . ... . . . . . . . . . . . .. . ... . . . . . . . . . . . . . . ... . . . . .. . . .. . . . .. 43 Software .. . . . . . . . . .. . . ... . . . . . . . . . . . . .. ... . .. . . . . . . . . . . . . . . . .. ... . . . ... . .. . .. . . .. . . .. . . . . . . . . . .. . . . . . ... . . . . . . .. . . .. . . . . . . . .... .. . . . ... . . .. . . .. ... .. .. . . . 51 Consultation with other experts. . . . . . . . . . .. . .. .. . . . . .. . . . . . .. . .. . . . . . . . . . . . . . . .. . . . . . . .. . .. .. . . . .. .. . . . .. . . . .. . . . . . . . .. . .. . . ... 51 Purpose. . .... . . . . .. . 42 APPENDIX E – PROGRESS RECORDS.... . . .. . . ... . . . . . .. .. . .. . . .. .. . . ..... . .. . . . . 45 Submittal archive. . . . . . . ... .. . . . . ... . . . 52 Conference . . . . . . . ... . . . ... . . . . . .. ... . . . .. . . . .. . . . . . . . .

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London. letters and symbols. if none is named therein. prepared in accordance with the method of measurement identified in Appendix B Building Information Model A digital representation of the functional characteristics of the Works including all geometry.2. or a combination of them1 Advance Payment Bond A bond executed by the Contractor and a guarantor in the form and manner identified in or referred to in the Special Conditions to be maintained until such sums have been fully repaid to the Employer and with a bond value equivalent to the aggregate of the advance payment monies and/ or advance mobilisation costs paid to the Contractor Auditor The person named in Appendix B as the Time Management Expert or.APPENDIX A – DEFINITIONS Access Date The date by which the Employer is to afford access to and grant possession of the Site under Clause 5. or Level of Effort made up of numerals.1 Academy of Experts The academy of that name. United Kingdom Activity A process or task consuming time and resources and having the attributes specified in Appendix D Activity ID Activity identification data. based at 3 Gray’s Inn Square. such person as the Project Time Manager shall identify as the Auditor Base Date The date stated in Appendix B Bill of Quantities A document setting out the quality and quantity of the goods and materials required for the Works.8. physical characteristics and product data created by two or more Design Contributors via a Common Data Environment   See the CIOB Guide at paragraph 3. 1 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 11 . WC1R 5AH. Milestone. A unique identifying code for an Activity. subject to any reasonable objection by the Employer.

Guide to Good Practice in the Management of Time in Complex Projects (December 2010) ISBN: 978-1-4443-3493-7. United Kingdom Business Day An ordinary working day in the construction industry in the country in which the Works are to be carried out. or later edition current at the Base Date Collateral Warranty A collateral agreement or direct agreement executed by the Contractor in the form and manner identified in or referred to in the Special Conditions Common Data Environment A server providing web-access for multiple users to collaborate in creating. United Kingdom CIOB Guide Chartered Institute of Building.3 Chartered Institute of Building The institute of that name. based at Englemere. Kings Ride.Building Research Establishment The reasearch body of that name. The protocol guidance developed by the US National Institute of Building Sciences. excluding any days identified in the Specification on which no work is to be carried out Certificate of Failure to Complete A Certificate issued by the Contract Administrator under Clause 47.1 Certificate of Making Good Defects A Certificate issued by the Contract Administrator under Clause 46. SL5 7TB. based at Bucknalls Lane Watford WD25 9XX.6 Certificate of Partial Possession A Certificate issued by the Contract Administrator under Clause 49. Berkshire. editing and using digital information in accordance with an agreed COBie protocol2  Construction Operations Building Information Exchange.2 Certificate of Substantial Completion A Certificate issued by the Contract Administrator under Clause 45. 2  Page 12 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . Ascot.

or other information relating to the design or Design Contribution.Completion Testing Any testing which must be satisfactorily completed before the Works or any Section is Substantially Complete Connected Contract Any related agreement for lease. development agreement or other contract between the Employer and a third party copies of or relevant extracts from which are included in the Special Conditions Connected Party A third party under a Connected Contract Consenting Party Has the meaning set out under Clause 64. the Works. calculations. analyses. or a Building Information Model prepared by or under the direction of the Contractor and any drawings specifications. Project Time Manager.13 Contract The Agreement between the Employer and the Contractor to which these Conditions of Contract are attached. analyses. including those documents listed therein as Contract Documents Contract Agreement The attested agreement identifying the parties to the Contract. or other information extracted from the model Contractor’s Notice of Payment Due A notice issued under Clause 56 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 13 . calculations. the Contract Document and the identity of the Contract Administrator. forward purchase agreement. Design Coordination Manager and Quantity Surveyor Contract Documents The documents listed in the Contract Agreement as Contract Documents Contractor Administrator’s Notice of Payment Due A notice issued under Clause 55 Contractor’s Design The design or Design Contribution prepared by or under the direction of the Contractor comprising Drawings and any specifications. the price to be paid for the Works (or the basis for calculating such price).

but which are not required to be and/or are not incorporated into the Works Contractor’s Pricing Document The document setting out the work which the Contractor identifies as being necessary to satisfy the Conditions of Contract.4.4. data or information which is created or prepared by •  a Listed Person •  the Contractor. or •  a Subcontractor that is communicated to. any applicable Building Information Model. or omitted. and/or Specification and Drawings together with any conditions. and the detailed method of pricing the financial reward which the Contractor requires for carrying out the Works Contractor’s Time Contingency A period of time identified in the Working Schedule and Planning Method Statement.2 Date for Sectional Completion The date identified in Appendix B by which a Section is to achieve Substantial Completion in accordance with Clause 5. amalgamated with other time contingencies. resources. increased.3 Date for Substantial Completion The date identified in Appendix B by which the Works are to achieve Substantial Completion under Clause 5. as the Contractor may decide from time to time Data Date The date at which the status of the data in an electronic file is established Date for Sectional Access The date identified in Appendix B by which the Employer is to afford access to and grant possession of a Section in accordance with Clause 5. Bill of Quantities. reduced. part of a design.Contractor’s Plant Plant. in any way  Page 14 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . to be absorbed in whole or in part. equipment and tools to be used by the Contractor to operate and construct the Works. materials or goods which the Contractor requires to be made available to it.3 Date of Contract The date shown in the Contract Agreement Design Contribution A design. or shared with any other Design Contributor.

5 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 15 . preparation.Design Contributor A person. submittal and approval of each Design Stage or Level of Development of the Contractor’s Design Design Level of Development The degree of completeness of a Building Information Model identified by reference to Table 1 in Appendix C Design Stage The degree of completeness of Drawings identified by reference to Table 1 in Appendix C Design User Any person authorised to use the Building Information Model for the purpose identified in Table 1 in Appendix C Determination The opinion of the Principal Expert issued in accordance with Clause 63 Draft Impacted Planning Method Statement The latest version of the document identified as such and published for acceptance under Clause 36.6 Draft Planning Method Statement The latest version of the document identified as such and published for acceptance under Clause 24. the Contractor or a Subcontractor who makes a Design Contribution Design Coordination Manager The person identified in the Contract Agreement as the Employer’s Design Coordination Manager.4 or 24. or if none appointed. being a Listed Person. the Contract Administrator Design Element A part of a Building Information Model identified by reference to Table 2 in Appendix C Design Execution Plan The performance specification and plan of work for the timing.6 Draft Impacted Working Schedule The latest version of the document identified as such and published for acceptance under Clause 36.

which are supplemented with data.2 Employer’s Cost Contingency A sum of money identified in the Specification to be included in the Contractor’s Pricing Document and to be absorbed in whole or in part or omitted as the Contract Administrator may instruct Employer’s Cost Risk Event An occurrence listed as such in Appendix F  Page 16 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 .1 or Clause 31.3 Draft Revised Working Schedule The latest version of the document identified as such and published for acceptance under Clause 32.5 Drawings Two-dimensional plans.Draft Revised Planning Method Statement The latest version of the document identified as such and published for acceptance under Clause 32. sections.4 or 24.3 Draft Updated Planning Method Statement The latest version of the document identified as such and published for acceptance under Clause 31. information or projections which are not extracted from a Building Information Model Due Date Any Key Date.3 Draft Working Schedule The latest version of the document identified as such and before it has been accepted by the Project Time Manager under Clause 24. Date for Sectional Completion or the Date for Substantial Completion identified in Appendix B Early Warning A warning given pursuant to Clause 34. details sketches and three-dimensional projections. elevations.3 Draft Updated Working Schedule The latest version of the document identified as such and published for acceptance under Clause 31.1 or Clause 31. which are not extracted from a Building Information Model. and two-dimensional projections extracted from a Building Information Model.

3 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 17 . by which an Activity may be delayed without delaying the Logical Date for the start of its successor Activity Holding Company The Contractor’s ultimate parent company or such other as person identified in Appendix B as the Holding Company Holding Company Guarantee A guarantee executed by the Contractor and the Holding Company in the form and manner identified in or referred to in the Special Conditions Initiation Date The date upon which an Event occurs Interest Rate The rate of interest on late payments identified in Appendix B   See the CIOB Guide at paragraphs 4. or omitted.15 and 5.5. increased. downloading and transferring digital files by electronic means Final Valuation The valuation made under Clause 54 Fragnet A small subnetwork or fragment of a critical path network.Employer’s Time Contingency A period of time identified in the Specification to be included as an Activity in the Working Schedule and to be absorbed in whole or in part. reduced. as the Contract Administrator may instruct Employer’s Time Risk Event An occurrence listed as such in Appendix F Event An occurrence described in Appendix F as being at the Employer’s risk as to cost and/or time File Transfer Protocol The method of uploading.5.2. calculated by the latest accepted Working Schedule. used to illustrate a short sequence of Activities3 Free Float The period. amalgamated with other Employer’s Time Contingencies.

ordinances. orders and/or other legal requirements of any government authority •  the ruling. Fleet Street. circulars and codes of practice raised under or in connection with any of the foregoing and •  any amendment. directives. decisions. franchises. based at 70. rules.Issue Resolution The procedure to be adopted under Clause 63 Key Date The date identified in Appendix B to which Clause 5. United Kingdom Milestone A point in time identified on the Working Schedule and Planning Method Statement which has neither duration nor resources attributed to it  Page 18 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . decrees.5 refers Level of Effort A described duration on the Working Schedule and Planning Method Statement representing the period over which the value of a Preliminaries or Overheads and Profit item is to be consumed. updating or re-enactment of any of the foregoing Logical Date A date calculated by the Working Schedule London Court of International Arbitration The arbitration tribunal of that name. judgment or order of any Court •  all orders. London. by-laws. EC4Y 1EU. permits. warrants. logically linked to the Activities which start and end the relevant period Liquidated Delay Damages Liquidated damages under Clause 48 Listed Persons Those persons identified as such in Appendix B Local Law Any and all of the following in force from time to time in the country or other jurisdiction in which the Site is located •  any laws. regulations. guidance notes. regulations. licences. schemes. notices.

Notice Date The date calculated to be 5 days from the last date by which the Contract Administrator is required to issue a statement of Current Value.1 refers Predicted Cost The predicted ultimate cost of the Works calculated in accordance with Clause 51 Preliminaries Site establishment costs which are not directly related to any Activity and which are identified as such in the Contractor’s Pricing Document The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 19 . by the Employer of part of the Works or a Section thereof in accordance with Clause 49 Penultimate Valuation The valuation made under Clause 53 Performance Security An Advance Payment Bond. Such calculation shall exclude any days which are bank and/or public holidays under Local Law Notice of Payment Due A notice under Clause 55 or 56 Overheads and Profit The costs and profit related to running the Contractor’s business as a whole.or Site-related and which are identified as such in the Contractor’s Pricing Document Partial Possession Possession. which are not Activity. Penultimate Valuation or Final Valuation. a Retention Bond or a Surety Bond Permanent Plant Any plant or equipment which the Specification requires to be permanently incorporated into the Works Planning Method Statement The description of the assumptions and calculations underlying the Working Schedule accepted under Clause 24 Post-Completion Retention Period The period after Substantial Completion of the Works or any Section identified in Appendix B to which Clause 46. deemed or actual.

if none is stated or if the identified person is unable to act.3 refers The Principal Expert That person identified in Appendix B or. Section. or in default of such agreement. the Contract Administrator Provisional Sum A sum of money identified in the Specification to be included in the Contractor’s Pricing Document for work which cannot be described in detail at the time of tender Reference Design The Drawings or Building Information Model provided by the Employer for the purpose of describing the requirements against which the Contractor is to design the whole or any part of the Works Relevant Completion Date Any Due Date identified in Appendix B. as extended under Clause 38 or brought forward under Clause 43 Relevant Date for Completion The Logical Date for completion of the relevant work the subject of a Key Date. if none is appointed. or the Works calculated by the accepted Working Schedule or the schedule prepared under Clause 23.2 at the latest Data Date  Page 20 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . the person appointed on the application of either party be appointed by the Chairman for the time being of the Academy of Experts Progress Meeting Any meeting under Clause 18 Progress Records The accepted database records of the resources actually used to perform a recorded quantity of work made and recorded in accordance with Appendix E Project Time Manager The person identified in the Contract Agreement as the Project Time Manager or. such other person as the parties agree.Prime Cost Sum A sum of money identified in the Specification to be included in the Contractor’s Pricing Document for specialised work to be carried out by a Subcontractor to which Clause 17.

in the Contract Administrator’s opinion. Statutory Instrument 2011 No. as defined in the Specification and Drawings or Building Information Model. as amended by U. The Scheme for Construction Contracts) (England and Wales) Regulations 1998. any European standard and/or any International standard) which are referred to in the Contract Documents and/or applicable to the works as a result of any Local Law and any standard identified in the Specification Subcontractor Any contractor carrying out work or performing services for the Contractor under the Contract Substantial Completion A state where.K. The Scheme for Construction Contracts (England and Wales) Regulations 1998 (Amendment) (England) Regulations 2011 Section The part of the Works identified by the Specification and Drawings or Building Information Model which is to be substantially complete by the Date for Sectional Completion specified in Appendix B Site The identified area or areas of land upon which the Works are to be executed. to be maintained for the period and with a bond value as set out in the Special Conditions Risk Register The register maintained by the Contract Administrator under Clause 35 Scheme for Construction Contracts U. and to which the Employer is to afford access and possession to the Contractor under Clause 5 Special Conditions The Special Conditions listed as a Contract Document in the Contract Agreement Specification The Specification listed as a Contract Document in the Contract Agreement Standards The individual requirements contained within standards documents (including but not limited to any British standard.Retention Bond A bond executed by the Contractor and a guarantor in the form and manner identified in or referred to in the Special Conditions.K.2333. Statutory Instrument 1998 No.649. all the work required under the Contract has been performed subject only to such minor outstanding items of work and/or minor defects the existence of which does not affect the beneficial use of the Works or relevant Section The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 21 .

by which an Activity may be delayed without delaying the achievement of a Due Date Valuer The person identified in the Contract Agreement as the Quantity Surveyor or.Substantial Completion Date The date stated in the Certificate of Substantial Completion on which the Works or a Section achieved Substantial Completion Surety Bond A performance bond executed by the Contractor and a guarantor in the Surety Bond Form. or if none is stated then ten per cent of the price (or. or if none is stated then the ABI Model Form of Guarantee Bond first published by the Association of British Insurers in 1995 and revised in July 2002 Surety Bond Period That identified in the Special Conditions. the estimated price) to be paid for the Works as set out in the Contract Agreement Temporary Work Work which is designed and carried out by the Contractor in accordance with an approved operational method statement for the purposes of the Works but which is not incorporated into the Works Termination Date The date upon which the Contractor’s employment and all work under the Contract. or if none is stated then from the Date of Contract until the expiry of 20 Business Days from the earlier of the Termination Date or the Substantial Completion Date. the Contract Administrator  Page 22 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . Surety Bond Value That identified in the Special Conditions. Surety Bond Form That identified in the Special Conditions. calculated by the last accepted Working Schedule. in the Surety Bond Value to be maintained for the Surety Bond Period. if no price is stated therein. whether carried out on Site. or elsewhere is to cease Total Float The period. if none is appointed.

omission. lag. toilet and washing facilities. or goods. or substitution of any work ◦◦ the alteration of the kind. in any specific sequence. or otherwise ◦◦ any Key Date ◦◦ the resources to be used in connection with any Activity ◦◦ the requirements of the Contract for publication. or avoid the likely effects of any delay to progress caused by one or more Events ◦◦ the duration. content and character of the Working Schedule Planning Method Statement. or any part or Section thereof ◦◦ possession of the site or any part or Section thereof ◦◦ the use of any specific parts of the Site ◦◦ limitations of working space ◦◦ limitations of working hours ◦◦ the execution of the Works or any part thereof. or execution by the Contractor Welfare Facilities Restroom. or goods which are not in accordance with this Contract •  the imposition by the Employer of any obligations. then in accordance with the The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 23 . drying rooms. clothing stores. overcome. sequence. or if none is specified. or materials.Variation •  The alteration. or quantity of the Works including ◦◦ the Working Schedule so as to reduce. or standard of any of the materials. or modification of the design. or to execute work which is priced by the Contractor in the Contractors Pricing Document for supply and fixing. or timing of any Activity ◦◦ any period of time whether by reference to a lead. and/or •  the specification of a particular Subcontractor to supply and fix materials. or restrictions in regard to the carrying out of the Works or the addition to. or restrictions so imposed. or imposed by the Employer in the Contract Documents in regard to ◦◦ access to the Site. quality. canteen and other facilities required for the personal wellbeing of the workforce on Site and the Contract Administrator and Listed Persons as required by the Specification. goods. order or time ◦◦ compliance with a Connected Contract the terms of which are not included in the Special Conditions. Progress Records and Contractor’s Design ◦◦ the addition. or goods brought thereon by the Contractor for the purposes of the Works other than work materials. alteration or omission of any such obligations. and /or ◦◦ the removal of any work executed. or plant to be used in the Works.

record keeping. the Works include all risk analyses. For the avoidance of doubt.UK Government “Construction (Design and Management) Regulations” (2007) Approved Code of Practice L144 Working Schedule The Working Schedule accepted under Clause 24 Works Works includes all items and work that are specifically referred to in the Contract Documents or otherwise contemplated by the Contract. scheduling and all other administrative functions which the Contractor is required to carry out under the Contract  Page 24 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 .

APPENDIX B – CONTRACT DATA Listed Persons Profession Company Name E-mail Time Telephone zone Project Time Manager Design Coordination Manager Architect Structural Engineer Mechanical Engineer Electrical Engineer Commissioning Engineer Civil Engineer Quantity Surveyor Project Manager Interior Designer Landscape Architect Method of measurement of quantities is (Appendix A) _________________________________________________________________________ Holding Company is (Appendix A) _________________________________________________________________________ (if none is stated.1) __________________________________________________________________________ (if none is stated. it shall be English Law) The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 25 . it shall be deemed to be the Contractor’s ultimate parent company) Law of the Contract is (Clause 2.

1. as defined in the Special Conditions* The interval for Progress Meetings shall be (Clause 18.1) every ______________________Business Days after the Date of Contract/Access Date* Holding Company Guarantee (Clause 28. shall be deemed not to apply) The status interval for publication of Progress Records is (Clause 30.4) 1.The monetary currency is (Clause 2. it shall be the pound sterling) Access Date is (Clause 5.1) every _________________________________Business Days after the Date of Contract/ Access Date* *strike out whichever is inapplicable  Page 26 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . prepared to Design Stage ____________________________________________________.2) shall/shall not apply* (If not stated. shall be deemed to apply) Advance Payment Bond (Clause 28.1) __________________________________________________________________________ Date for Substantial Completion is (Clause 5.2) shall/shall not apply* (If not stated.2) __________________________________________________________________________ (if none is stated. shall be deemed not to apply) Surety Bond (Clause 28.1. or 3.2) every ______________________Business Days after the Date of Contract/Access Date* The status interval for update of the Working Schedule and Planning Method Statement is (Clause 31. for any purpose.1) shall/shall not apply* (If not stated. or 2. provided for information purposes only and may not be relied upon by the Contractor.3) __________________________________________________________________________ The status of the Reference Design is that it is (Clause 8.

1. then within 10 Business Days of acceptance or deemed acceptance of the Draft Updated Working Schedule) *strike out whichever is inapplicable The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 27 .1) every _________________________________Business Days after the Date of Contract/ Access Date* Interval between the quality assurance audits is (Clause 33.The status interval for revision of the Working Schedule and Planning Method Statement is (Clause 32.1) every _________________________________Business Days after the Date of Contract/ Access Date* Cap on consequential losses is (Clause 44. ( if none is stated.4) shall/shall not apply* (If not stated.1) ___________________________________________________________________weeks Liquidated Delay Damages is (Clause 48.1) ____________________________________________________per cent of current value Retention Bond (Clause 50.2) _________________________________________________________________________ Post Completion Retention Period is (Clause 46.1) ___________________________________________________________________weeks Retention fund for repair of latent defects is (Clause 50.1) __________________________Business Days after acceptance of the Draft Updated Working Schedule under Clause 31.1) ___________________________________________________________per week or part thereof Limit on the period of delay to completion is (Clause 48.1) _________________________________________________________________________ Interval of statement of current value is (Clause 52. shall be deemed not to apply) The Base Date is (Clause 51.

1)__________________________Business Days after receipt of a Notice of Payment Due under Clauses 55 or 56. then within 20 Business Days of the date of the Notice) Interest Rate is (Clause 58.11) ________________________________________________________________________ *strike out whichever is inapplicable  Page 28 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 .7) _________________________________________________________________________ Rules of Arbitration are (Clause 64. ( If none is stated.1) __________________________ per month/year.* ( if none is stated.6) _________________________________________________________________________ Adjudicator is (Clause 64.5) _________________________________________________________________________ Adjudication (Clause 64.3. then the rate is 5% per annum above the official dealing rate of Governor and Company of the Bank of England current at the date that the payment became overdue) Principal Expert is (Clause 63.Final date for payment is (Clause 57.10) ________________________________________________________________________ Arbitrator is (Clause 64. simple/compound.6) shall/shall not apply* Rules of Adjudication are (Clause 64.

4.4.4.2 5.4.4.4.4.4.4.2 5.2 5.2 5.4.2 5.2 5.Experts are Profession Company Name E-mail Time Telephone Zone Project Time Manager Design Coordination Manager Architect Structural Engineer Mechanical Engineer Electrical Engineer Commissioning Engineer Civil Engineer Quantity Surveyor Project Manager Legal Advisor Dates for Sectional Access are Clause Section Date for Sectional Access 5.2 5.2 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 29 .2 5.2 5.2 5.4.4.2 5.

3 5.3 5.3 5.3 5.1 _______/week or part thereof _______weeks Clauses  Page 30 Section Section Value The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 .1 _______/week or part thereof _______weeks 48.1 _______/week or part thereof _______weeks 48.Dates for Sectional Completion are Clause Section Date for Sectional Completion 5.1 _______/week or part thereof _______weeks 48.3 5.1 _______/week or part thereof _______weeks 48.4.4.4.3 5.4.4.3 5.4.3 5.3 Damages for failure to complete a Section are Liquidated Delay Damages Limit on Period of Delay 48.4.3 5.1 _______/week or part thereof _______weeks 48.1 _______/week or part thereof _______weeks 48.3 5.3 5.1 _______/week or part thereof _______weeks 48.4.1 _______/week or part thereof _______weeks 48.1 _______/week or part thereof _______weeks 48.1 _______/week or part thereof _______weeks 48.4.1 _______/week or part thereof _______weeks 48.4.4.4.

5 5.5 5.5 5.5 5.5 5.5 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 31 .5 5.Key Dates are Clause Key Date Description Activity ID Key Date 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.

5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.Clause Key Date Description Activity ID Key Date 5.5 5.5 5.5 5.5 5.5  Page 32 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 .5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.5 5.

Table 1 – Levels of Development. The Model shall not be used for any purpose not identified in Table 1 against the relevant Level of Development. geometry. Design Stage and uses The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 33 . Levels of Development.APPENDIX C – BUILDING INFORMATION MODELLING Design Stages. content and uses C 1.

Construction Project Information Committee. Table 2 – Design Author responsible for the Design Element at each Level of Development  Table 2 is based upon Table G of the Uniclass (Unified Classification for the Construction Industry: 1997. 4  Page 34 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . or be replaced entirely by an another matrix to suit the project type.Design Contributors and Design Elements C 2. Table 3 may include additional items of design particular to the Contract. The Design Contributor responsible for each Design Element at each Design Stage and Level of Development shall be as indicated in Table 24.

Every Activity. utility company iv. Activities representing any work to be carried out by i. the resources planned to be used and the resources actually used in whole or in part h. The Working Schedule shall be prepared in accordance with the Contract and the recommendations of the CIOB Guide. Milestone and Level of Effort shall have attributed to it a permanent unique alphanumeric Activity ID Production and administration content D 3. The Working Schedule shall be prepared and maintained using __________________________ _________________________________ software available from __________________________ ________________________________________________________________________________ Standards D 2. all Activities necessary for the effective completion of the Works b. acceptance or approval of a Design Stage or Level of Development of a Contractor’s Design or Design Contribution. goods. Provisional Sums and/or Employer’s Time Contingencies required by the Employer and/or those engaged or employed by it e. the Employer details of which are contained in the Specification ii. The Working Schedule shall conform to the Planning Method Statement and shall describe the durations and sequence of all Activities planned to be carried out in the future and those completed in whole or in part and is to comprise a. any date by which the Employer warrants that it will provide i. the identity of any Subcontractor appointed to carry out any Activity c. work or materials. the value of all Activities. all allowances for Prime Cost. the identity of any supplier appointed to supply any goods or Permanent Plant for which an Activity is included d.APPENDIX D – WORKING SCHEDULE AND PLANNING METHOD STATEMENT Software D 1. all Contractor’s Time Contingencies required by the Contractor and/or those engaged or employed by it g. the Level of Effort items for Preliminaries and Overheads and Profit j. those engaged or employed by the Employer details of which are contained in the Specification iii. sample of work. statutory undertaker and statutory authority f. or Permanent Plant The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 35 . Level of Effort items and Milestones i.

statutory authority. or other information iii. linked to the construction Activities to which they relate for a.4. work or materials. sample of work. Access Date under Clause 5. Where the Contractor is required to design the Works or any part or parts of the Works. the supply by the Employer of Drawings. the supply of anything the Employer is to provide. submittal for acceptance b. the duration and sequence of any Events identified in Appendix F m. dates for Sectional Completion under Clause 5. utility provider. period for consideration c. period for reconsideration and acceptance  Page 36 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . work to be carried out by the Employer or those engaged or employed by it l. or iv.2 and Appendix B iv. testing and Completion Testing o. instructions. the duration and sequence of any Contractor’s risk events n. the Logical Date by which the Employer is to provide i. the supply of anything the Employer is to provide. or Permanent Plant ii.3 and Appendix B iii. or iv. dates for Sectional Access under Clause 5.4. Progress Meeting dates under Clause 18 Design Content D 4. goods. the start and finish of the work of all Sub-contractors and suppliers vi. and xi. the start and finish of testing and Completion Testing vii. Substantial Completion Date under Clause 5. or Employer’s contractor q. the Key Dates for anything to be provided by the Employer or the Listed Persons. p. instructions. payment dates under Clause 57. acceptance or approval of a Design Stage or Level of Development of a Contractor’s Design or Design Contribution.1 and Appendix B ii. the following Contract milestones i. supplier. the Key Dates for anything to be provided by the Contractor and any Subcontractor. unless stated otherwise in the Specification.3 and Appendix B v. valuation dates under Clauses 52. or other information iii. statutory undertaking. work to be carried out by the Employer or those engaged or employed by it k. dates for Contract Administrator’s Notifications of Payment Due under Clause 55 x. 53 and 54 ix. the supply by the Employer of Drawings.5 and Appendix B viii. the specified Key Dates under Clause 5. the Working Schedule and Planning Method Statement shall include provision for Activities of adequate duration. ii. period for corrections and amendments d.

submittal c. in relation to each of the following Levels of Development where relevant v. For the low density period more than 9 months after the data date _______Business Days D 6. consideration d. or any relevant part thereof a. For the high density part of the Working Schedule. Level 3 viii. For the medium density period between 4 months and 9 months after the data date _______Business Days c. production information. and/or where the Contractor’s Design or Contractor’s Design Contribution is made by reference to a Building Information Model to which Clause 9 applies. where relevant i. Level 1 vi. technical design iv. The duration of planned Activities shall not exceed the following a. the duration of planned Activities shall be calculated by reference to the resources planned to be employed and the productivity anticipated by those resources. preparation of submittals b. For the high density period between the data date and three months after the data date _______Business Days b.in relation to each of the following Design Stages. Level 2 vii. linked to the appropriate Design Stages or Levels of Development for every licencing or Statutory Approval necessary in connection with that design. concept design ii. design development iii. Level 4 and shall include Activities of adequate duration. The Planning Method Statement is to set out the source of data used and explain each such calculation Scope Breakdown Structure D 7. The Activities shall be coded according to a Scope Breakdown Structure as follows Level 1: the whole of the Works Level 2: Sections Level 3: subsection The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 37 . approval Density D 5.

Where project specific data fields. In so far as it relates to the same element. zones and floors of the project are illustrated and described on ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ Conformity with Building Information Model D 8. where the design is produced by a Building information Model from which the Working Schedule is not extracted. Allow for a database field entitled “Design Contributor” and coded “DC” and allow for 10 separate numeric identities for each of the following design field values to which they relate A: Architect B: Building Surveyor C: Civil Engineer D: Drainage. level. Activity. fabrication. area or resource. or resource codes are used they are to be unique and distinctive mnemonics and are to be described in the Planning Method Statement Standard data fields D 10. delivery and work The Sections. Level 4: defined zone of each Section Level 5: floor of each zone Level 6: Element Level 7: Contractor Subcontractor or supplier Level 8: design. the coding structure for the Working Schedule is to be identical to that in the Building Information Model Project-specific data fields D 9. Highways Engineer E: Electrical Engineer F: Facilities Manager G: Geographical and Land Surveyor H: Heating and Air Conditioning and Ventilation Engineer I: Interior Designer K: Employer L: Landscape Architect M: Mechanical Engineer  Page 38 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . subsections. zone.

Notice of Payment Due and final dates for payment PM: Progress Meeting dates ___: _______________________________ ___: _______________________________ ___: _______________________________ D 12. Sectional Access and possession dates SD: Sectional and Substantial Completion Dates CM: Contractor’s start and finish dates SM: Subcontractors and suppliers start and finish dates EM: Dates of supply by the Employer PD: Valuation. Allow for 100 separate numeric identities for each of the following field values to which they relate KD: Key Dates AD: Access. Allow for a database field entitled “Area” and coded “AR”. Allow for 100 separate numeric identities for each of the following field values to which they relate Section : SE Subsection : SS Zone : ZO Floor : FL Element : EL ________________________________ : _____ ________________________________ : _____ ________________________________ : _____ The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 39 . P: Public Health Engineer T: Development Planner W: Contractor X: Subcontractor or supplier Y: Specialist Designer Z: General (non-disciplinary) J: ______________________________ N: ______________________________ R: ______________________________ U: ______________________________ V: ______________________________ D 11. Allow for a database field entitled “Milestones” and coded “MS”.

Allow for a database field entitled “Trade” and coded “TR”. Allow for 100 separate numeric identities for each of the following field values to which they relate Estimate : ES Expenses : EX Labour : LB Materials : MT Goods : GD Contractor’s Plant : CP Permanent Plant : PP Subcontractor : SC Preliminaries : PR Licenses and Taxes : LX Temporary Works : TW Overheads and Profit : OH Cost of Work Done : CW Current Value : CV Contractor’s Cost Risk Event : CR Employer’s Cost Risk Event : OR ________________________________ : _____ ________________________________ : _____ ________________________________ : _____ D 14. Allow for 10 separate numeric identities for each of the following field values to which they relate Groundwork : GWK Drainlayer : DRL Excavator : EXC Carpenter : CPT Joiner : JON Cabinet Maker : CAB Shopfitter : SHP Steelfixer (reinforcement) : STF Steel erector (structural) : STE Rigger : RIG Concretor : CCT Bricklayer : BRL  Page 40 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 .D 13. Allow for a database field entitled “Cost Account” and coded “CA”.

Allow for a database field entitled “Events” and coded “EV”. Allow for 999 separate numeric identities for each of the following field values to which they relate Contractor’s Time Risk Event : CTR Contractor’s Time and Cost Risk Event : CTE Contractor’s Cost Risk Event : CCE Contractor’s Time Contingency : CTC Contractor’s Cost Contingency : CCC The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 41 . Allow for 999 separate numeric identities for each of the following field values to which they relate Employer’s Time Risk Event : ETR Employer’s Time and Cost Risk Event : EEE Employer’s Cost Risk Event : ECR Employer’s Time Contingency : ETC Employer’s Cost Contingency : ECC D 16. Allow for a database field entitled “Contractor’s Risks” and coded “CR”. Mason : MAS Electrical engineering : ELE Plumber : PLB Welder : WEL Mechanical engineering : MEC Heating and air conditioning : HAC Scaffolder : SCA Roofer : ROF Landscaper : LDS Plasterer : PLS Decorator : DEC Tiler : TIL Furniture : FUR Floorer : CAR Marine Works : MAR Pavior : PAV ________________________________ : _____ ________________________________ : _____ ________________________________ : _____ D 15.

The Identity of the party making the submittal ii. viii. The name of the submittal v. The nature of the submittal iv. The file name of the submittal. The date of the submittal iii. The number of Activities in the submittal x. The location of the archive of the submittal. The file name of the decision xiv. The location of the archive of the decision Page 42 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . Unless the data is automatically maintained in a Common Data Environment. the Project Time Manager shall archive each submittal of the Working Schedule and/or Planning Method Statement with a unique file name including its data date and shall make and maintain a database of submittals including but not limited to the following data fields  i. The size of the submittal in bytes ix. vi. vii. rejected. or conditionally accepted xi. The date of decision on the submittal xii.Archiving submittals D 17. The Data Date of the submittal. Whether accepted. The date on which the conditions were complied with xiii.

Work done. Each database record shall have a. Working Schedule Activity ID f. _____________________ Software E 2. week commencement number and contract week number e. _____________________ f. The date of entry c. for each Business Day from the date of The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 43 . Resources used c. b. Quality control d.APPENDIX E – PROGRESS RECORDS Record categories E 1. unless specified otherwise in the Specification. The identity of the person entering data d. procurement and construction of the Work and shall include records of a. The reporting period dates. Progress records shall be maintained using ____________________________________________ ______________________database software available from ______________________________ ________________________________________________________________________________ Cross reference to Working Schedule and Planning Method Statement E 3. Working Schedule Activity description Submittals E 4. The Contractor shall submit to the Project Time Manager sufficient information as may be reasonably necessary to enable it to check and evaluate the Progress Records together with the name and status of the person responsible for compiling and/or publishing the information Design Progress Records E 5. Progress Records are to be fully cross-referenced to the Working Schedule. Where the Contractor is required by the Specification to produce a Contractor’s Design. Progress Records are the historical data of the timing and the resources actually used in the design. Information flow e. A unique data entry identifier b.

If not started as planned. __________________________________________________________________ Page 44 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . the reason for the absence of progress xiv. The date the new Design Stage. but without progress during the reporting period. the reason for non-commencement xii. __________________________________________________________________ xvi. or change in scope finished viii. The name of the Design Contributor viii. or change in scope v. In relation to planned design Activity identified on the Working Schedule i. If started but without progress during the reporting period. The value of work completed xiii. The date the Activity started v. xi. or change in scope iv. The name of the Design Contributor x. The Activity ID iii. The date the new Design Stage.  b. The Design Stage or Level of Development iv. The design specialty vii. If the Activity is started. Level of Development. The name and status of each employee allocated to a Activity in progress and the hours worked by each ix. ii. or change in scope started vii.commencement of the Contractor’s Design until the Date of Substantial Completion of the Works the Contractor is to record the production data in the following data fields: a. The date the Activity finished vi. The value of work completed xi. __________________________________________________________________ xv. Level of Development. The identity of any Event identified in Appendix F which is the direct cause of the unplanned Activity. The name and status of each employee allocated to an Activity in progress and the hours worked by each. In relation to a change of or unplanned design Activity not contemplated on the Working Schedule i. The Activity description. the reason for the absence of progress. The Activity description ii. The Design Stage or Level of Development vi. The quantity of work completed xii. The design specialty involved ix. The reason for executing the Activity. The Activity ID and designated coding iii. The quantity of work completed x.

The quantity of work completed xi. In relation to planned production Activity identified on the Working Schedule i. The Activity description ii. The quantity of work completed xiii. The name and status of each item of labour allocated to an Activity in progress and the hours worked by each viii. The identity of any Subcontractor carrying out the Activity viii. Any materials delivered for use in connection with the Activity or change in scope xii.Production Progress Records E 6. The date the new Activity or change in scope started vi. The date the Activity started. The Activity’s designated ID reference and coding iii. if any b. The name of each item of Contractor’s Plant allocated to an Activity in progress and the hours worked by each item xi. The value of work completed xii. or change in scope v. the reason for non-commencement xiii. For each Business Day from the Access Date until the Date of Substantial Completion of the Works the Contractor is to record the production data in the following data fields: a. The identity of any Subcontractor carrying out the Activity vi. The identity of any supplier carrying out the Activity vii. the reason for the absence of progress xiv. Any materials delivered x. ii. iv. The name and status of each item of labour allocated to an Activity in progress and the hours worked by each x. The date the new Activity or change in scope finished vii. The identity of any Event identified in Appendix F which is the direct cause of the unplanned Activity. In relation to a change of or unplanned production Activity not contemplated on the Working Schedule i. If not started. The reason for executing the Activity. The Activity ID iii. The Activity description. The value of work completed The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 45 . The date the Activity finished v. The name of the Subcontractor or supplier responsible. The name of each item of Contractor’s Plant allocated to an Activity in progress and the hours worked by each item ix. If started but without progress during the reporting period. or change in scope iv. The identity of any supplier carrying out the Activity ix.

Name and status of the person responsible for compiling and/or publishing the request viii. if any v. __________________________________________________________________ xi. Activity description ii. __________________________________________________________________ c. Activity ID iii. __________________________________________________________________  e. In relation to Drawings. Date the response is required by vii. details or instructions supplied vii. or instructions supplied: i. __________________________________________________________________ xvii. __________________________________________________________________ d. if any xvi. Activity ID iii. __________________________________________________________________ xi. The Activity ID and description of the Activity directly dependent upon the data supplied x. Date of issue of the data viii. approvals. The Activity ID and description of the Activity directly dependent upon the data requested ix. Name and status of the person responsible for supplying the data ix. xiv. the reason for the absence of progress xv. approvals. information. Date of the request vi. Description of the request v. Drawings. together with the corrective action taken or to be taken Page 46 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . or instructions requested: i. __________________________________________________________________ x. Date of the request. Description of the request. __________________________________________________________________ xii. listing deficiencies identified. Activity description ii. information. __________________________________________________________________ xviii. In relation to quality control: i. Activity ID iii. In relation to Drawings. Description of the information. Activity description ii. Unique identifier of the request iv. if any vi. The name of the Sub-contractor or Supplier responsible. iv. including Completion Testing and the result thereof. If started but without progress during the reporting period. Any inspections or tests carried out. Unique identifier of the request to which the supply relates. if any.

The file name of the decision xiii. The file name of the submittal iv. inside and out. __________________________________________________________________ x. the Project Time Manager shall archive each submittal of the database of Progress Records with a unique file name including its Data Date and shall make and maintain a log of submittals including but not limited to the following data fields i. __________________________________________________________________ vii. maximum and minimum temperature. The number of records in the submittal viii. Photographic records taken vii. The weather conditions. Job safety evaluations v. v. the date of compliance with the conditions. or unproductive resources and the reason for such loss of productivity. which is the cause of the lost productivity or standing time vi. The Identity of the party making the submittal ii. The date of decision on the submittal xii. The date of the submittal iii. The identity of any Event identified in Appendix F. Any visitors to the Site viii. The date of entry of the latest record. x. Event Activity ID iii. If conditionally accepted. Unless the data is automatically maintained in a Common Data Environment. Whether accepted. __________________________________________________________________ Submittal archive E 7. iv. rejected. __________________________________________________________________ viii. The size of the submittal in bytes vii. at 0800hrs. 1200hrs and 1600hrs vi. __________________________________________________________________ f. Description of the occurrence iv. The location of the archive of the submittal v. The ID of the latest record. xiv. or conditionally accepted xi. Any standing time. Event Activity description ii. The location of the archive of the decision The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 47 . In relation to unplanned occurrences: i. The Data Date of the submittal vi. ix. __________________________________________________________________ ix.

Yes Yes F4 The suspension of the performance of the Contractor’s obligations ­pursuant to Clauses 5.1 applies within the time permitted by Clause 6.3.6. or other contractor employed by the Employer. other than those described in the Contract Documents.7 refers. Clause 3. omission. obstructions or utilities affecting the suspended part of the Works. Yes Yes F3 An instruction to search for defective work or its cause where no defect was ultimately discovered. or any of the Listed Persons. and/or the Site as a whole on or before the latest logical date or dates for Access identified in the Working Schedule and Planning Method Statement as accepted from time to time.1.3. Yes Yes F13 Any impediment. whether by act or omission by the Employer.10 or 57. or any part thereof as a result of instructions issued under Clause 20. data. historical records or other information provided by the Employer upon which the Contractor is permitted to rely. or damage to the Works caused by an insured risk. Yes Yes F15 Suspension of the Works or any part thereof as a result of the discovery on the Site of ground conditions. Working Schedule or Progress Records caused by a defect in specified sofware. Yes Yes F12 A failure by the Contract Administrator to provide a response to a request to which Clause 6.6. omission.4. maps drawings. Yes Yes F7 An instruction to correct any unstated departure from the Method of Measurement stated in Appendix B.1. other than one for which the Contract Documents require work to be designed or goods or materials to be provided by or under the direction of the Contractor. Yes Yes F6 An instructions to repair or replace the of loss of. or any error in description or quantity or any omission of items from the Bills of Quantity prepared by or under the direction of the Employer.3. if any. Yes Yes F14 Delay to the progress of the works or any part thereof caused by any ­error in any investigation report. inconsistency or ambiguity in the Building Information Model. Yes Yes F8 An instruction to correct any error. Yes Yes F9 An instruction to correct any error.2 or Clause 3. Yes Yes F10 An instruction issued under Clause 14.10 Yes Yes F11 A failure to make available to the Contractor the necessary parts of the Site. or the suspension of the Contractor’s obligations. Yes/No* Yes/No* Page 48 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 .APPENDIX F – EVENTS Event No  Employer’s Employer’s Time Risk Cost Risk Event Event Event Description F1 An instruction to implement a Variation of the Works Yes Yes F2 An instruction for the expenditure of a Prime Cost or Provisional Sum. prevention or default. inconsistency or ambiguity in the Building Information Model provided by the Employer and not caused by a Contractor’s Contribution. Yes Yes F5 An instruction to remedy any factual error in information contained in the Contract Documents other than that to which Clause 3.

Yes/No* Yes/No* F21 Suspension of the Works or any part therof as a result of any event outside the control of both the Employer and the Contractor. Yes/No* Yes/No* F22 Suspension of the Works or any part thereof as a result of the discovery on the Site of utilities affecting the suspended part of the Works. Yes/No* Yes/No* F23 Suspension of the Works or any part thereof as a result of rain. sleet or snow falling during a Day in excess of that recorded as having fallen at the closest recorded monitoring facility to the Site during a single day in the 5 years preceeding the Base Date identified in Appendix B and adverseley affecting the suspended part of the Works. Yes/No* Yes/No* F20 Suspension of the Works or any part thereof as a result of the discovery on the Site of archaeological artefacts or human remains affecting the suspended part of the Works. other than those described in the Contract Documents. Yes/No* Yes/No* F24 Suspension of the Works or any part thereof as a result of the maximum temperature during a Day in excess of that recorded. Yes/No* Yes/No* F18 Suspension of the Works or any part thereof as a result of a strike or lockout affecting the suspended part of the Works not confined to the Contractor or those employed by or under the control of the Contractor. Yes/No* Yes/No* F26 Suspension of the Works or any part thereof as a result of the maximum wind speed during a Day in excess of that recorded at the closest recorded monitoring facility to the Site during a single day in the 5 years preceeding the Base Date identified in Appendix B and adverseley affecting the suspended part of the Works. Yes/No* Yes/No* F25 Suspension of the Works or any part thereof as a result of the maximum humidy during a Day in excess of that recorded. or the minimum temperature below that recorded during a Day at the closest recorded monitoring facility to the Site during a single day in the 5 years preceeding the Base Date identified in Appendix B and adverseley affecting the suspended part of the Works.Employer’s Employer’s Time Risk Cost Risk Event Event Event No Event Description F16 The failure of a Statutory Undertaker to carry out work in pursuance of its statutory obligations in relation to the Works as required by the Contract Documents. when the Contractor has complied with the procedures required by the Statutory Undertaker and the procedures stipulated in the Contract Documents. other than those described in the Contract Documents. Yes/No* Yes/No* F19 Suspension of the Works or any part thereof as a result of civil commotion or the use or threat of terrorism and/or of the activities of the relevant authorities in dealing with such an event or threat affecting the suspended part of the Works. Yes/No* Yes/No* *delete whichever is inapplicable The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 49 . or the minimum humidity below that recorded during a Day at the closest recorded monitoring facility to the Site during a single day in the 5 years preceeding the Base Date identified in Appendix B and adverseley affecting the suspended part of the Works. Yes/No* Yes/No* F17 Suspension of the Works or any part thereof as a result of an order or other act of a court or other public authority exercising authority under Local Law.

Event No Event Description Employer’s Time Employer’s Cost Risk Event Risk Event F27 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F28 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F29 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F30 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F31 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F32 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F33 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F34 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F35 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F36 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F37 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F38 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F39 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F40 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F41 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* F42 ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Yes/No* Yes/No* *delete whichever is inapplicable  Page 50 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 .

3. The referring party must make a submission in respect of the Issue. if none has been agreed prior to the Issue arising. the Principal Expert must issue its Determination on the basis of its own investigations and shall not be limited by the submissions of the parties. if any. what other conditions should reasonably be applied to acceptance? 2. replies.1. would properly have rendered the submittal. The purpose of Issue Resolution is to assist the parties in the management of their risks in executing the Works and to reduce the possibility of formal dispute resolution proceedings. which term or terms of the Contract is it not in conformance therewith? 2.APPENDIX G – ISSUE RESOLUTION Purpose G 1. requests and comments must be in writing and served electronically in accordance with the File Transfer Protocol or. with its notice under Clause 63. if any. If a party to the Contract gives information to the Principal Expert. Submissions G 3. Accordingly.2. or measurement not in conformance with the Contract? 2. The other party must respond within 5 Business Days after receiving a copy of that notice and submission or such longer period as the other party may reasonably require. if any. having regard to the nature and complexity of the Issue and the volume of the submission.6. whether the rejection of the submittal. If the parties do not agree on such requested extended period. was proper in the circumstances? 2. The procedure for submissions to the Principal Expert is as follows 3. The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 Page 51 . it must at the same time give a copy to the other party. valuation. amount to a Variation of the Contract? 2. whether the conditions applied to acceptance. if any.3.5. 3. whether the Contractor’s submittal properly conforms to the Contract and if not. then by electronic mail. valuation.2. Questions G 2.1. All submissions. whether and. having regard to the nature of the Issue.3. Any other questions identified or required by the Parties.1.4. or measurement. responses. For each Issue the Principal Expert must give its Determination on the following questions (to the extent that they are applicable to the Issue) 2. All documents to be copied to either party under this procedure must be sent to the relevant person. whether the conditions applied to acceptance.

the Principal Expert will promptly determine any extra time that may reasonably be permitted bearing in mind the complexity and seriousness of the Issue in relation to the competent management of risk. to be provided within a time limit. in its absolute discretion. The Principal Expert shall act as an expert and not as an arbitrator or adjudicator. Conference G 6. Having regard to the nature of the Issue referred and the expert knowledge reasonably required for the Issue Resolution. the Principal Expert deems appropriate. The request must identify an agenda setting out the matters to be discussed. The Principal Expert may request a conference with the parties to the Contract and any other of the Listed Persons and any other expert who.  Page 52 The CIOB Contract for Complex Projects © copyright Chartered Institute of Building 2012 . Consultation with other experts G 4. Status G 7. the Principal Expert shall consult with such other experts as are necessary. Further information G 5. and give the other party a reasonable opportunity to comment upon the response. The Principal Expert may request further information from either party. The Principal Expert must send a copy of the request and the response to the other party.