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Dipl.-Ing. Prof. Eng. Helmut F Giesa www.AiD21.de/Tutor.pdf
Malcom Kelly and Helmut F Giesa facilitated the Workshop in Kenya2016
Management of Claims and Resolutions of Disputes
under EU-EDF and FIDIC Conditions of Contract
Three-day’s workshop
Participants: MOTI, EU, KeNHA, KURA, KeRRA
Malcom Kelly & Helmut F Giesa (with bow tie)
Dipl.-Ing. Prof. Eng. Helmut F Giesa www.AiD21.de/Tutor.pdf
Malcom Kelly and Helmut F Giesa facilitated the Workshop in Kenya2015
Claim Administration, Variations, Modifications, Claims for Time & Monies,
Dispute avoidance and Resolutions
Comparison between EU-EDF and FIDIC - Conditions of Contract
Two-Days Workshop
Participants: Participants: MOTI, EU, KeNHA, KURA, KeRRA
Malcolm Kelly & Helmut F Giesa (pair of sun glasses)
Dipl.-Ing. Prof. Eng. Helmut F Giesa www.AiD21.de/Tutor.pdf
Helmut F Giesa lectured plenty of Workshops in different fields since 1990
A_ Thesis: Town planning and Transportation in Rural Areas
B_ Training / Coaching / Mentoring facilitator: Mining Authority (LBMV / LBM) in Bitterfeld / Germany:
a_ Courses for the Technical Departments : Preparation of the Tender Documents (BoQ, Cost Estimate)
for the Demolition of Industrial Building Plants and Rehabilitation of the open cast mines to add value to the estates. Annual
Budget: 750 Mio.DM Investment; b_ Lessons about the EU-wide Tendering and Procurement Procedures for the Purchase
Department / technical and financial Exec Management
C_ Lecturer: Project Management Methodologies, Construction Management, inclusive SHEs-Q [Time Scheduling, Budget
Control, and Quality Assurance], Contract + Claim, Management (VOB), Organization, Calculation of large scale
infrastructure projects [prime costs, P&G, final charges, S/C, total amount of Tender. Make up of Unit rates with production
rates], SHEs-Q [safety, health, environment, social and gender Quality] issues, and financial management in implementation
phase [sureties / guarantees, IPC, PAC, FSA, FAC, discharge and ethical professional conduct.
D_ Seminar: Air Traffic Management Development of EGNOS (AOC) European Geographical Navigation Overlay System (with
advance operational capabilities) in comparison to US_GPS and GUS_GLONAS ... Thales Group and DLRF.
E_ Dr. h.c. of Mediation, CCU-Institute (USA).
F_ Workshops facilitated: Bridge Construction methods for the sub and super structure (external, internal formwork, floating
controls, and spacers) either with steel composition girders or prefabricated components.
a_ Bracing scaffolding/false work, light and heavy supporting frame (push-pull props, shoring tower brace, timber boards on
sub grade formation with spot or spread foundations with longitudinal beams / buffer beams, traverses, head spindles, piers /
props, load bearing towers, lowering device, bracing strutting) b_ Formwork carriage / advance feed transverse drive system
(gantry) with casting segments / concrete cycles to jack forward with the rig to the next pier / lattice tower; c_ Incremental
launching methods with launching nose, hydraulic / jacking system, auxiliary pylons, … with the stationary field factory in the
vicinity of abutments and ,d_ balanced cantilever construction with the booster phase / commencement pier and auxiliary struts
to cowl in both directions simultaneously.
G_ Additional WORKSHOPS relevant for Technical Assistance Assignments (2009-2013) in Road / Highway Institutions (i)
Project Cycle Management [Log frame Approach (Process-Analysis), Log frame Matrix (Planning / result-oriented Product:
Activity, Resource and Budget Schedules],
(ii) Decentralization / Devolution of Feeder Roads towards the District Councils,
(iii) Road Condition Survey / GPS / GiS with Maintenance / Overlay Interventions and Cost Estimate (e.g. WB-Rocks)
(iv) Road Asset Management / Road Maintenance (ORN) in compliance with OPRC Contract, esp. the Monitoring of the
defined Service Levels during the Operation + Maintenance phase.
(v) Axle Load Control Measures / mobile Weigh bridges / ECOWAS Note No14
(vi) Pavement Design ORN 31 (TRL) / PIARC,
(vii) Time and Cost planning tool (Software Microsoft project 2007/2010) with PM Methodology and Application
(viii) Risk management: Definition, Methods & Principles. Process / techniques / tools, Risk Options
(combined assessment factors = probability of cause * impact of effect), Limitations, Application for Projectmanagement,
Treatments of risks: avoid, reduce, share, or retain risk impacts.
(ix) Cost Estimate (unit rate analysis). Direct, indirect cost, overheads (site, head office), profit.
(x) Contract Management “Tender Document preparation with all technical (provision) and legal aspects (conditions) ” - Service
and Work Contracts (FIDIC; EU-GCC/SCC), Unidroit Principle for Hardship, EPCEL
(xi) Claim Management / Adjustments to scrutinize alterations in scope of works, technical aspects, and time related impacts for
Variation / Adjustments of Prices (VoP), Extra Cost plus profit, and Extension of time.
(xii) Workshop DBO-contract, Aggregate “Operation Service Period”: Commissioning Certificate, Operation and
Maintenance requirements, Operation and Maintenance Plan, Operation License, Asset Replacement Schedule / Fund,
advanced payment, interim payments, final statement of account, Completion Certificate.
H_ Study Tour : Ghana with SLRA Engineers: Organizational structure, processes and development in Administration,
Supervision and their socio-economic development of the Ministry of Roads and Highways (MoRH), Department of Feeder
Road (DFR), Ghana Highway Authority (GHA), Department for Urban Roads (DUR) and Ghana Road Fund Secretary (GRFS).
I _ OPRC-Workshop in Juba / South-Sudan and Freetown/Sierra Leone: Preparation (4 months) and introduction (3 day
workshop) of the OPRC-Procurement Document with its three contractual parts : Day 1 Bidding Procedures,
Day 2 Specifications with Performance /Requirements / Service Levels Criteria, and Day 3 Conditions of Contracts with Contract
Forms based on World Bank with Structure of the Unit Rate Analysis.
J _ Risk management (SWOT, internal and external cause, impacts, likelihoods / probability, composite strength factor,
consequences, remedies / mitigations to avoid, to reduce, to share or to retain, resulting strength.
K _ Autodidact / self-education / “life time learning” in all type of knowledge, i.e. Contract Law, Tort Law, law of
preservation of evidences. Procurement and Bid Evaluation Guidelines for different Donors and esp. for Public Private
Partnership: PPIAF / APMG - PPP Guides for Procurement Procedures 2016, Chapter 1 – Chapter 8 has to applied for the
Procurement procedures and Tendering of Public Private Partnership projects.
E-Mail Helmut@AiD21.de … Skype HFG2404 … Mobile +49 172 821 1831.

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10.5+42FIDIC+EDF.pdf

  • 1. Dipl.-Ing. Prof. Eng. Helmut F Giesa www.AiD21.de/Tutor.pdf Malcom Kelly and Helmut F Giesa facilitated the Workshop in Kenya2016 Management of Claims and Resolutions of Disputes under EU-EDF and FIDIC Conditions of Contract Three-day’s workshop Participants: MOTI, EU, KeNHA, KURA, KeRRA Malcom Kelly & Helmut F Giesa (with bow tie)
  • 2. Dipl.-Ing. Prof. Eng. Helmut F Giesa www.AiD21.de/Tutor.pdf Malcom Kelly and Helmut F Giesa facilitated the Workshop in Kenya2015 Claim Administration, Variations, Modifications, Claims for Time & Monies, Dispute avoidance and Resolutions Comparison between EU-EDF and FIDIC - Conditions of Contract Two-Days Workshop Participants: Participants: MOTI, EU, KeNHA, KURA, KeRRA Malcolm Kelly & Helmut F Giesa (pair of sun glasses)
  • 3. Dipl.-Ing. Prof. Eng. Helmut F Giesa www.AiD21.de/Tutor.pdf Helmut F Giesa lectured plenty of Workshops in different fields since 1990 A_ Thesis: Town planning and Transportation in Rural Areas B_ Training / Coaching / Mentoring facilitator: Mining Authority (LBMV / LBM) in Bitterfeld / Germany: a_ Courses for the Technical Departments : Preparation of the Tender Documents (BoQ, Cost Estimate) for the Demolition of Industrial Building Plants and Rehabilitation of the open cast mines to add value to the estates. Annual Budget: 750 Mio.DM Investment; b_ Lessons about the EU-wide Tendering and Procurement Procedures for the Purchase Department / technical and financial Exec Management C_ Lecturer: Project Management Methodologies, Construction Management, inclusive SHEs-Q [Time Scheduling, Budget Control, and Quality Assurance], Contract + Claim, Management (VOB), Organization, Calculation of large scale infrastructure projects [prime costs, P&G, final charges, S/C, total amount of Tender. Make up of Unit rates with production rates], SHEs-Q [safety, health, environment, social and gender Quality] issues, and financial management in implementation phase [sureties / guarantees, IPC, PAC, FSA, FAC, discharge and ethical professional conduct. D_ Seminar: Air Traffic Management Development of EGNOS (AOC) European Geographical Navigation Overlay System (with advance operational capabilities) in comparison to US_GPS and GUS_GLONAS ... Thales Group and DLRF. E_ Dr. h.c. of Mediation, CCU-Institute (USA). F_ Workshops facilitated: Bridge Construction methods for the sub and super structure (external, internal formwork, floating controls, and spacers) either with steel composition girders or prefabricated components. a_ Bracing scaffolding/false work, light and heavy supporting frame (push-pull props, shoring tower brace, timber boards on sub grade formation with spot or spread foundations with longitudinal beams / buffer beams, traverses, head spindles, piers / props, load bearing towers, lowering device, bracing strutting) b_ Formwork carriage / advance feed transverse drive system (gantry) with casting segments / concrete cycles to jack forward with the rig to the next pier / lattice tower; c_ Incremental launching methods with launching nose, hydraulic / jacking system, auxiliary pylons, … with the stationary field factory in the vicinity of abutments and ,d_ balanced cantilever construction with the booster phase / commencement pier and auxiliary struts to cowl in both directions simultaneously. G_ Additional WORKSHOPS relevant for Technical Assistance Assignments (2009-2013) in Road / Highway Institutions (i) Project Cycle Management [Log frame Approach (Process-Analysis), Log frame Matrix (Planning / result-oriented Product: Activity, Resource and Budget Schedules], (ii) Decentralization / Devolution of Feeder Roads towards the District Councils, (iii) Road Condition Survey / GPS / GiS with Maintenance / Overlay Interventions and Cost Estimate (e.g. WB-Rocks) (iv) Road Asset Management / Road Maintenance (ORN) in compliance with OPRC Contract, esp. the Monitoring of the defined Service Levels during the Operation + Maintenance phase. (v) Axle Load Control Measures / mobile Weigh bridges / ECOWAS Note No14 (vi) Pavement Design ORN 31 (TRL) / PIARC, (vii) Time and Cost planning tool (Software Microsoft project 2007/2010) with PM Methodology and Application (viii) Risk management: Definition, Methods & Principles. Process / techniques / tools, Risk Options (combined assessment factors = probability of cause * impact of effect), Limitations, Application for Projectmanagement, Treatments of risks: avoid, reduce, share, or retain risk impacts. (ix) Cost Estimate (unit rate analysis). Direct, indirect cost, overheads (site, head office), profit. (x) Contract Management “Tender Document preparation with all technical (provision) and legal aspects (conditions) ” - Service and Work Contracts (FIDIC; EU-GCC/SCC), Unidroit Principle for Hardship, EPCEL (xi) Claim Management / Adjustments to scrutinize alterations in scope of works, technical aspects, and time related impacts for Variation / Adjustments of Prices (VoP), Extra Cost plus profit, and Extension of time. (xii) Workshop DBO-contract, Aggregate “Operation Service Period”: Commissioning Certificate, Operation and Maintenance requirements, Operation and Maintenance Plan, Operation License, Asset Replacement Schedule / Fund, advanced payment, interim payments, final statement of account, Completion Certificate. H_ Study Tour : Ghana with SLRA Engineers: Organizational structure, processes and development in Administration, Supervision and their socio-economic development of the Ministry of Roads and Highways (MoRH), Department of Feeder Road (DFR), Ghana Highway Authority (GHA), Department for Urban Roads (DUR) and Ghana Road Fund Secretary (GRFS). I _ OPRC-Workshop in Juba / South-Sudan and Freetown/Sierra Leone: Preparation (4 months) and introduction (3 day workshop) of the OPRC-Procurement Document with its three contractual parts : Day 1 Bidding Procedures, Day 2 Specifications with Performance /Requirements / Service Levels Criteria, and Day 3 Conditions of Contracts with Contract Forms based on World Bank with Structure of the Unit Rate Analysis. J _ Risk management (SWOT, internal and external cause, impacts, likelihoods / probability, composite strength factor, consequences, remedies / mitigations to avoid, to reduce, to share or to retain, resulting strength. K _ Autodidact / self-education / “life time learning” in all type of knowledge, i.e. Contract Law, Tort Law, law of preservation of evidences. Procurement and Bid Evaluation Guidelines for different Donors and esp. for Public Private Partnership: PPIAF / APMG - PPP Guides for Procurement Procedures 2016, Chapter 1 – Chapter 8 has to applied for the Procurement procedures and Tendering of Public Private Partnership projects. E-Mail Helmut@AiD21.de … Skype HFG2404 … Mobile +49 172 821 1831.