How to Make a Project Manager's Assessment

This article is a guide to making Project Manager's Assessments.

This guide contains the following:

• When should a Project Manager Assessment be made?
• How to create a Project Manager's Assessment
• Training Video: How to create an Assessment of a Compensation Event

When should a Project Manager Assessment be made?

The Project Manager should make their own assessment in accordance with 64.1 which is where:

• The Contractor has not submitted a quote on time
• The Project Manager does not agree with the Contractor’s quotation
• The CE affects remaining works and no Programme has been submitted with a quote
• The Latest Programme has been rejected or not issued for acceptance

Once implemented it is final, so it is important the Project Manager makes sure they make a correct assessment in accordance with the contract.  It is deemed good practice to informally share a draft with the Contractor so they have the last chance to try to convince the Project Manager that they are wrong – which they can consider before implementing into the system.

How to create a Project Manager's Assessment

The Project Manager can make their own assessment of a quotation if the Contractor has not submitted one or they do not agree with the quotation submitted (and the Contractor has not been asked to resubmit a new one). They will have to identify which CE they are assessing, what their assessment is in terms of Price and Programme effect and then describe in detail how they got to their assessment. There is the option to attach further substantiation before implementing.

To create an assessment, you can either select Project Manager Assessments from the green Create New button...

... or by going into the left-hand navigation panel and selecting Project Manager Assessments.

From the Project Manager Assessments register, click Create New.

The Project Manager then needs to fill out the below details, and when you are ready click Create Draft.

Once you're happy to notify the Contractor of your Assessment, click Communicate Assessment, then click Communicate.

In the Compensation Event register, the corresponding Compensation Event for which the Project Manager has assessed will now display as 'PM Assessment Made', and the values for both price and date changes will be implemented to your contract. 

Training Video: How to create an Assessment of a Compensation Event: