Content
Slide 70
Check all required files are back such as soil samples and roots.
Download from claim send all required files into a file to work on. Typically this will be a site report, CCTV report if required and not already in the site report, soils if required, roots if required.
Check initial instruction from Structural Engineer (SE) against the Catalyst report for what they have requested such as location of trial holes, what tests required and zone of influence/ areas of investigate. Any issues make a note so you can speak to the contractor to clarify once you have checked the complete report.
Change the date to the day you are writing the report and check and required claim and policy numbers are put on the report.
Check the site report for grammar, spelling.
Read through report and check it makes sense and if not make a note to discuss with contractor and make changes accordingly.
Subsidence Report
Slide 72
- Reserve
- Cost to date:
- Root samples:
- Soil samples:
- Total
- Further works:
Slide 73
Cost to date: This is the Site investigation cost and will depend on what was instructed and which client we are working for.
Soils: Add up all the tests carried out. Check which client costs apply and put total cost of soil tests in here.
Roots: Check amount of roots tested and which client and add costs here.
Total: Add total cost of work done to date here by adding up Cost to date, Soils and Roots.
Further work: Cost of repairs.
Claimsend
Slide 74
Site Plan
- A site plan is a technical drawing that depicts the information on site.
- It is used as a point of reference on instructions from clients and contractors. reports
Who uses it?
Site plans are used by Claims handlers, Insurance Companies, County Councils, Utility Companies, The Ombudsman, Structural Engineers, Planning officers, Repair teams.
Slide 75
Lawn
Public footpath
Smith Road
Mh3 1.4m
Mh2 0.9m
Mh1 0.6m
Tarmac Drive
17 Smith Road
Lawn
Garage
Soakaway
Flags
FWG1
SWG2
SVP
SWG3
Th/bh1
Site plans must show locations of drainage, Trial/Boreholes and any vegetation that might be impacting on the structure
Slide 77
Pricing investigation
Slide 78
Pricing Investigation
All work carried out and tests done must be costed onto the Investigation sheet
Slide 79
Catalyst and Contractor Rate Card
Trainer note: All work carried out and tests done can be added onto this sheet and it will give you the required costs for both Catalyst and the contractor.
Slide 80
Catalyst and Contractor Rate Card
Trainer note: Cost is broken down to correct areas in the boxes at the bottom of the sheet for the overview report and claimsend.
Slide 84
- All cost needs to be put on Claimsend.
- Add each company in claim roles then add the costs into estimates in the usual way.
- PDF completed Catalyst Claims Report and name as example Catalyst Claims Report - Smith -101010 – JJ6 1SQ
- Attached all required reports to initial email instruction from client and send.
- Upload renamed PDF files onto claim send
- Copy sent report email to client into headlines
- Set a reminder if further work is required of - 08 Set Outcome and diary.
- If no further work is required then fill in steps to item 13 as usual.
- Click into Estimate Headers. Click on Raise Payment for this estimate
Claimsend
Slide 85
Cost to date: This is the Site investigation cost and will depend on what was instructed and which client we are working for.
Soils: Add up all the tests carried out. Check which client costs apply and put total cost of soil tests in here.
Roots: Check the amount of roots tested and which client and add costs here.
Total: Add total cost of work done to date here by adding up Cost to date, Soils and Roots.
Further work: Cost of repairs.
Claimsend
