Review Documents Submitted: Review the documents submitted by the Contractor / Subcontractor. Are documents sufficiently complete in accordance with the Contract to allow evaluation?
Review Contract Documents: How do the Contract Documents address the work in question?
Review Contractual Obligations: Is the issue of the claim already required under the Contract or is it indeed a change. Was adequate notice given?
Other Information: Review any other information available which has bearing on this issue, for example progress photos, daily reports, site observation reports, or emails.
Schedule Evaluation / Reconstruction: Utilizing the available information develop an “as-built” schedule reconstructing the activities as they occurred. Assess the reasons for any delays in the schedule and provide feedback for the Owner’s use.
Merit Recommendation: Based on the information available, develop an opinion on the merits of the claim. Provide that opinion for the Owner’s use together with appropriate supporting documentation and reasoning.
Cost Survey: Review the cost documentation provided by the Contractor / Subcontractor. As requested, perform an independent estimate of the costs to assist the Owner in determining the validity of the costs being claimed.
Change / Claim Negotiation: If requested, attempt to negotiate the change request / claim on the Owner’s behalf to try and reach resolution.