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Methodology of reduction of uncertainties - Applicationto claims management in construction project

Bolifraud Sylvain, Julie Stal-Le Cardinal

To cite this version:Bolifraud Sylvain, Julie Stal-Le Cardinal. Methodology of reduction of uncertainties - Applicationto claims management in construction project. Journée de l’Ecole Doctorale Interfaces, Dec 2018,Palaiseau, France. �hal-01989045�

Context of Construction projects & Research objectives

METHODOLOGY OF REDUCTION OF

UNCERTAINTIES – APPLICATION TO

CLAIMS MANAGEMENT IN

CONSTRUCTION PROJECT

BOLIFRAUD Sylvain (PhD Student)

LE CARDINAL Julie (PhD Director)Laboratoire Génie Industriel, CentraleSupélec

Gif-sur-Yvette, France

Contact : sb@leynaud-associes.fr

Journée de l’ED Interfaces16/11/2018, ENSTA

▪ Brunet, A., César, F., (2014), Le contract management, Eyrolles, Gestion de projet.

▪ Le Cardinal, G. (2014), Construire la confiance de l’utopie à la réalité – La PAT-Miroir Attitude, Presses

universitaires de Sainte Gemme.

▪ Pluchart, J.J., & Al.(2016), Master management des grands projets, MA Editions, Master.

▪ Rabbe, M. (2002, Manuel de management de projet, Presses Ponts et Chaussées.

▪ Zack, J., (1993). "CLAIMSMANSHIP": Current Perspective. Journal Construction Engineer Management - 119,

480-497.

▪ Kululanga, G.K. & Al. (2001). Construction Contractor’s Claim Process Framework. Journal of Construction

Engineering and Management. Vol. 127. N°4. p. 309-314.

Références

Methodology for analyse actors’s perception of relation (Use of FAcT Miror)

Methodology and tools for process analysis

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GA

P B

ET

WE

EN

OW

NE

R A

ND

CO

NT

RA

CT

OR

AVERAGE IMPORTANCE FOR EACH ITEM

FINANCE

TIME

COMMUNICATION

QUALITY

CONTRACT

CLAIM

HUMAN

LAW

Average (M)

M-σ

M+σ

Highest 10%

Lowest 10%

M - σ M + σ

Hig

hest10%

Lowest 10%

HIGHLY CLAIMS SENSITIVE(5 to 50% of the turnover on a given project)

LOW PROFITABILITY INDUSTRY (net margins, about 3% of the turnover) CLAIM RESULT IS VERY UNCERTAIN

Around 20% of turnover is subject to

uncertainty (expert estimation)

To propose a

methodology to

reduce the uncertainty

in claim process

A construction claim arises when a party to a construction

contract believes that in some way, by act or omission, the

other party has not fulfilled its part of the bargain. (Tadayon 2012)

Claim definition

Identify ideal claims processes

• Experience

• Interviews

• Littérature review

How claim processes interactwith production process?

• Experience

• Interviews

• SADT

Cases studies

• Interview

• Observation

Findings

• Claim processes are known

• Claim process has very strong link to the project

production processes and it can’t stand alone

• Project management is at different level of maturity

• Quality of claim assesment is linked to three main

aspects:

• Actors’ perception of the relation

• Maturity of claim processes

• A lack of capitalization of experience

CONTRACTOR OWNERCONTRACT

CLAIM

Fear

Attractiveness

Temptation

Danger

Objective

Value

Precaution

Means and strategy

Guidances

Risk management

Objective

management

Ethics management

Analysis Recommendation Action Management

Unavoidable thematic Action axis Action plan

Littérature review + 15 years of professional

experience

First draft of the

list of FAcT

Interview of 3 very high level professionals in

construction managementValidation of the list

T

O

O

L

S

Interview of 10 professionals in construction

management

Completeness of

the list of FAcT

List of FAcT

FAcT Miror (Le Cardinal, G.) Method

FAcT List

FAcT Miror method allows to study the relation among actors of a

projet basing the analysis on Fears, Attractiveness and

Tempations to treason of the actors.

Evaluation of the importance of FAcT

Realization of a survey, in the form of a questionnaire sent to 167

professionnals of the sector (Answer rate 27%).

Synthesis of results

- Classification in unavoidable thematics and in two groups Owner and

Contractor

- Distribution of FAcT along two axis « Gap in notation between group of

respondents » and « Average importance given »

First findings

Futur works

Most important FAcT items

Least important FAcT items

Biggest gap between groups of respondents

Tiniest gap between group of respondents

It seems that « extrem » notation and gap concern

common and evident items on which actors already

elaborate strategies to avoid the consequences of a not

desired behaviour.

•To Link FAcT items to processes which are source of:

•Claims

•Evidence for claims

•To Analyse results in regards with existing literature

•To Elaborate a methodology to reduce claims uncertainties

Finance, Delays,

Reputation, Quality QCD Management

Fears : Law, HR,

Contract Managment

Existing processes to

counter wrong

behavior

Suspicion of illegal

and opportunistic

behaviour

Difficult evaluation of

fulfillement of item or

evidence of not

desired behaviour

Items with shared

evaluation.

Majority of owner’s

items

Contractor has better

evaluation of owner’s

perception of the

relation