{
  "query": "NEC4 Clause 64.1 PM assessment criteria and requirements",
  "claims": [
    {
      "claim": "NEC4 Clause 64.1 mandates that the Project Manager must make their own assessment of a compensation event if the Contractor fails to submit a quotation and assessment details within the allowed time.",
      "verbatim_quote": "if the Contractor has not submitted the quotation and details of its assessment within the time allowed",
      "source_url": "https://www.neccontract.com/news/when-and-why-nec-project-managers-have-to-assess-compensation-events?srsltid=AfmBOophOwpxiljbTefD8s_jEehKXaSubJLzhzUnwm9jXhA-9MmCiA83",
      "relevance": "high"
    },
    {
      "claim": "The Project Manager is required to make an assessment if they decide the Contractor's quotation is not correctly assessed and they do not instruct a revised quotation.",
      "verbatim_quote": "if the Project Manager decides that the Contractor has not assessed the compensation event correctly in the quotation and has not instructed the Contractor to submit a revised quotation",
      "source_url": "https://www.neccontract.com/news/when-and-why-nec-project-managers-have-to-assess-compensation-events?srsltid=AfmBOophOwpxiljbTefD8s_jEehKXaSubJLzhzUnwm9jXhA-9MmCiA83",
      "relevance": "high"
    },
    {
      "claim": "A Project Manager assessment is triggered if the Contractor fails to submit required programme alterations or other relevant information when submitting a quotation.",
      "verbatim_quote": "When the compensation event occurred, the contractor had not submitted the alterations to the accepted programme or other relevant information that the project manager requires.",
      "source_url": "https://www.necplanningsolutions.co.uk/post/nec4-compensation-events-when-the-project-manager-can-make-their-own-assessment-clause-64-and-how",
      "relevance": "high"
    },
    {
      "claim": "The Project Manager must assess the compensation event if the Contractor fails to submit a revised quotation that was previously instructed.",
      "verbatim_quote": "The contractor failed to submit a revised quotation that the project manager instructed.",
      "source_url": "https://www.necplanningsolutions.co.uk/post/nec4-compensation-events-when-the-project-manager-can-make-their-own-assessment-clause-64-and-how",
      "relevance": "high"
    },
    {
      "claim": "The Project Manager's obligation to assess under Clause 64.1 is mandatory rather than discretionary because the word 'may' is not used.",
      "verbatim_quote": "NEC contracts use the word ‘may’ to indicate that an action is discretionary. However, this word is not used in clause 64.1 so the project manager’s obligation is mandatory when one or more of the stated reasons apply.",
      "source_url": "https://www.neccontract.com/news/when-and-why-nec-project-managers-have-to-assess-compensation-events?srsltid=AfmBOophOwpxiljbTefD8s_jEehKXaSubJLzhzUnwm9jXhA-9MmCiA83",
      "relevance": "high"
    },
    {
      "claim": "The Project Manager is required to apply the rules in Clause 64 honestly and in a spirit of mutual trust and co-operation.",
      "verbatim_quote": "to apply the rules in clauses 63 and 64 honestly, and (under NEC4 clause 10.2) to act in a spirit of mutual trust and co-oper",
      "source_url": "https://www.necplanningsolutions.co.uk/post/nec4-compensation-events-when-the-project-manager-can-make-their-own-assessment-clause-64-and-how",
      "relevance": "medium"
    },
    {
      "claim": "The Project Manager must make the assessment objectively and in accordance with contract rules to avoid costly disputes for the Client.",
      "verbatim_quote": "it is essential the Project Manager makes this assessment objectively and in accordance with the rules of the contract as any formal dispute process could be very costly in terms of cost, time and relationships for the Client if proven incorrect.",
      "source_url": "https://www.ceca.co.uk/wp-content/uploads/2024/03/CECA-NEC-Bulletin-No.-39-The-Role-Of-The-Project-Manager-March-2024-2.pdf",
      "relevance": "medium"
    }
  ],
  "market_context": "- [HIGH] NEC4 Clause 64.1 mandates that the Project Manager must make their own assessment of a compensation event if the Contractor fails to submit a quotation and assessment details within the allowed time. (source: https://www.neccontract.com/news/when-and-why-nec-project-managers-have-to-assess-compensation-events?srsltid=AfmBOophOwpxiljbTefD8s_jEehKXaSubJLzhzUnwm9jXhA-9MmCiA83)\n- [HIGH] The Project Manager is required to make an assessment if they decide the Contractor's quotation is not correctly assessed and they do not instruct a revised quotation. (source: https://www.neccontract.com/news/when-and-why-nec-project-managers-have-to-assess-compensation-events?srsltid=AfmBOophOwpxiljbTefD8s_jEehKXaSubJLzhzUnwm9jXhA-9MmCiA83)\n- [HIGH] A Project Manager assessment is triggered if the Contractor fails to submit required programme alterations or other relevant information when submitting a quotation. (source: https://www.necplanningsolutions.co.uk/post/nec4-compensation-events-when-the-project-manager-can-make-their-own-assessment-clause-64-and-how)\n- [HIGH] The Project Manager must assess the compensation event if the Contractor fails to submit a revised quotation that was previously instructed. (source: https://www.necplanningsolutions.co.uk/post/nec4-compensation-events-when-the-project-manager-can-make-their-own-assessment-clause-64-and-how)\n- [HIGH] The Project Manager's obligation to assess under Clause 64.1 is mandatory rather than discretionary because the word 'may' is not used. (source: https://www.neccontract.com/news/when-and-why-nec-project-managers-have-to-assess-compensation-events?srsltid=AfmBOophOwpxiljbTefD8s_jEehKXaSubJLzhzUnwm9jXhA-9MmCiA83)\n- [MEDIUM] The Project Manager is required to apply the rules in Clause 64 honestly and in a spirit of mutual trust and co-operation. (source: https://www.necplanningsolutions.co.uk/post/nec4-compensation-events-when-the-project-manager-can-make-their-own-assessment-clause-64-and-how)\n- [MEDIUM] The Project Manager must make the assessment objectively and in accordance with contract rules to avoid costly disputes for the Client. (source: https://www.ceca.co.uk/wp-content/uploads/2024/03/CECA-NEC-Bulletin-No.-39-The-Role-Of-The-Project-Manager-March-2024-2.pdf)"
}