簡易檢索 / 詳目顯示

研究生: 曾智威
Chih-wei TSENG
論文名稱: 公共工程工期展延與管理費補償計算模式之研究
Compensation of Project Overhead Damages for Owner Caused Delay in Public Construction
指導教授: 李得璋
The-Chang Lee
口試委員: 呂守陞
Sou-Sen Leu
鄭明淵
Min-Yuan Cheng
學位類別: 碩士
Master
系所名稱: 工程學院 - 營建工程系
Department of Civil and Construction Engineering
論文出版年: 2011
畢業學年度: 99
語文別: 中文
論文頁數: 92
中文關鍵詞: 工期展延公共工程工程管理費補償
外文關鍵詞: Owner Caused Delay, Construction Claim, Allocable Overhead
相關次數: 點閱:353下載:16
分享至:
查詢本校圖書館目錄 查詢臺灣博碩士論文知識加值系統 勘誤回報
  • 公共工程執行過程中,經常會由於業主延遲交付工地、惡劣天候、工程變更等各種所無法預期之狀況,而使工期產生遲延。因非可歸責於承包商之事由所導致之遲延,承包商會向業主要求展延工期,並對因工期展延所增加之成本提出補償請求。然而,國內公共工程合約對於工期展延時可補償項目與相關管理費之合理比例,大多缺乏相關規定,因此容易衍生履約爭議。
    本研究透過文獻探討及專家訪談,並就相關案例進行分析,結果顯示國內於處理工期展延管理費補償時,有對非可歸責雙方因素造成之工期展延仍給予承包商管理費補償、未考量不同展延情形對管理費支出的影響、對變更設計部分重複補償管理費等問題,部分案例處理之合理性與嚴謹性不足,有待改善。本研究針對工期展延管理費補償現況問題,參考國外相關規範與處理方式,將可列入補償計算天數、管理費比率調整、不同展延情形等影響因子納入考量,以建構「工期展延管理費補償計算模式」,較諸現行的簡單比例法計算方式,更能切合工程實際情況,對於管理費補償計算之結果亦較為合理。


    It is generally recognized that construction delays is critical in public construction projects. Contractors may claim incurred costs for excusable and compensable delays. However, the compensation of overhead damages for owner caused construction delay is not specified in most public construction contacts. And it often leads to contract disputes due to the lack of effective settlement approaches. Therefore, it is imperative to develop methods for calculating overhead claims for damages due to construction delay. Unabsorbed overhead is a significant cost to contractors and needs to be addressed in an expeditious manner by owners and their representatives. The objective of this study is aimed to assist in the quick and efficient calculation of the appropriate compensation due a contractor for an owner caused increase in the project duration.
    In this study, key issues and the major problems encountered in the calculation of damage of compensable delay of public construction were investigated first through extensive interviews with leading experts. Then, various approaches for compensable damage with relate to the cost items that may incur due to owner caused delay are compared and analyzed. Furthermore, cases study (including 30 mediation cases and 21 litigation cases ) are conducted to explore the current practices of calculating overhead claims for damages due to project delay. It is concluded that there are significant discrepancies in mediation and litigation with regard to the determination of jobsite overhead by the over-simplified proportion method. Based on the results, guidelines of appropriate compensation for owner caused construction delay are established. Taking account of the circumstances of the construction delay and the related expenses incurred, a modified method of pricing allocable overhead for dispute resolution is developed consequently.

    中文摘要.................................................Ⅰ Abstract.................................................Ⅱ 誌謝.....................................................Ⅲ 目錄.....................................................Ⅳ 表目錄.................................................. Ⅵ 圖目錄...................................................Ⅶ 第一章 緒 論.............................................1 1.1 研究動機與目的.......................................1 1.2 研究範圍與內容.......................................3 1.3 研究方法與步驟.......................................3 第二章 公共工程工期展延管理費補償概要....................7 2.1 工期展延概述.........................................7 2.1.1 工期展延之分類.....................................7 2.1.2 工期展延費用補償...................................9 2.1.3 工程管理費概要....................................11 2.2 國內工程合約有關工期展延管理費補償相關規定概述......14 2.3 國外工程合約對於工期展延管理費補償相關規定概述......20 2.4 工期展延管理費補償計算方式..........................22 2.4.1 國內管理費補償計算方式概述........................22 2.4.2 國外管理費補償計算方式概述........................25 2.5 工期展延時管理費補償之法律相關見解..................29 2.5.1 承包商因工期展延增加管理費補償之請求權基礎........29 2.5.2 「棄權條款」約定效力問題..........................33 第三章 公共工程工期展延管理費補償問題之探討.............39 3.1 工期展延管理費補償問題現況..........................39 3.2 工期展延管理費補償問題探討..........................45 3.2.1 非可歸責雙方因素之工期展延仍給予管理費補償........45 3.2.2 補償計算未考量不同展延情形對管理費支出的影響......46 3.2.3 補償計算對變更設計部分重複補償管理費..............47 3.2.4 補償計算未扣除利管費中利潤、稅金與保險費比率......48 3.2.5 以實支法計算展延補償,對非工地現場支出仍予補償....49 3.3 案例研討............................................51 第四章 研議公共工程展延工期管理費補償處理模式...........67 4.1展延工期管理費補償議題探討...........................67 4.1.1 計算工期展延補償時,應否扣除可合理預見展延天數....67 4.1.2 非可歸責雙方因素展延,可否予以承包商管理費補償....69 4.1.3 因變更設計所致展延,是否得予以承包商管理費補償....70 4.1.4 利管費中管理費所佔之合理比率......................71 4.1.5 總公司管理費能否納入展延補償......................72 4.1.6 不同展延情形,對工期展延管理費補償計算之影響......73 4.2 工期展延管理費補償計算模式之研議....................74 4.2.1 可列入補償計算天數................................74 4.2.2 管理費之合理比率..................................75 4.2.3 不同展延情形對管理費計算影響......................78 第五章 結論與建議.......................................81 5.1 結論................................................81 5.2 建議................................................84 參考文獻................................................87

    1、公共工程委員會,「公共工程委員會年刊」,台北,民國94 年。
    2、理律法律事務所,「政府採購爭議處理事件案源及問題類型分析」,台北,民國92年。
    3、中華民國仲裁協會,「2001年至2004年受理工程仲裁事件糾紛類型統計表」,台北,民國94 年。
    4、郭斯傑、詹前輝,「浮時所有權及工程進度耽延責任歸屬之探討」,國立台灣大學工程學刊,85~100頁,第65期,民國84年。
    5、王伯儉,「延長工期之費用補償」,營造天下,54~59 頁,第41 期,民國88 年。
    6、葉文凱,「談工程進度的耽延問題」,營造天下,7~9 頁,第80期,民國91 年。
    7、羅明通,「論工期展延費用之風險分擔—從「不可歸責於廠商」之角度談起」,營建知訊,第232/233 期,50~55/59~64頁,民國91 年。
    8、李宗德,「大型公共工程合約中衍生性損害賠償之適用及其應有之限制」,營建管理季刊,第25卷,52-60頁,民國84年。
    9、洪妙晶,「工期遲延請求展延工期及損害賠償之研究」,營造天下,17~21 頁,民國90 年。
    10、吳秉澄,「工程間接成本問題探討」,國立成功大學土木研究所碩士論文,民國91 年。
    11、王伯儉,「論工程管理費之請求」,營造天下,39~44 頁,第32 期,民國87 年。
    12、林馥堂、富謙,「營建管理費合理化之探討」,營造天下,25~27頁,第45 期,民國88 年。
    13、粱鑑、陸繼雄,「國際工程施工索賠」,淑馨出版社,民國88年。
    14、黃泰鋒,「工期展延補償之項目及計算」,營造天下,31~36頁,第68 期,民國90 年。
    15、陳恩澤,「工程專案展期與管理費給付之研究」,國立高雄第一科技大學營建工程系碩士論文,民國94 年。
    16、郭麗華,「工程間接費用索賠計算方法之比較」,國立成功大學土木工程研究所碩士論文,民國94 年。
    17、張國清,「因延長工期而請求費用之仲裁及撤銷仲裁判斷之訴案例解析」,營造天下,20~24/35~42 頁,第81/82 期,民國91 年。
    18、黃泰鋒、陳麗嘉,「工期展延補償爭議爭點試析」,仲裁,54~80/80~103 頁,民國95 年。
    19、李家慶,「論工期展延索賠棄權條款之效力」,營建知訊,61~68頁,第242期,民國92 年。
    20、李惠貞,「展延工期增加費用相關問題-兼論美國法之展期索賠」,工程法律實務研析(二),元照出版,147~184 頁,民國95 年。
    21、史尚寬,「債法總論」,作者自刊,426~427 頁,民國72年。
    22、李仁豪,「公共工程契約有觀展延工期補償費用請求權及棄權條款之研究-最高法院94年度台上字第1號判決評析」,中興工程季刊,61~70頁,第102期,民國98 年。
    23、行政院公平交易委員會第316次委員會函釋,民國86年。
    24、日本土木工事積算研究會,「建設省土木工事積算基準」,建設大臣官房技術調查室監修,平成5年版。
    25、日本國土交通省土木工事積算基準,第1篇第3節土木請負工事工事費積算要領及び土木請負工事工事費積算基準,官房技術調查室監修,平成20年度版。
    26、Hughes, G. A. and Barber, J. N., “Building and CivilEngineering Claims in Perspective”, Longman Scientific& Technical, London, 1993
    27、Conlon, E.“Compensation of Delay under the New Irish Public Sector Works Contracts”, Journal of the Institution of Civil Engineering Surveyors,U.K., 2007.
    28、Aibinu, A. A., “Avoiding and Mitigating Delay and Disruption Claims Conflict: Role of Precontract Negotiation”, Journal of Legal Affairs and Dispute Resolution in Engineering and Construction, ASCE, 2009.
    29、Braimah, N., “An Investigation into the Use of Construction Delay and Disruption Analysis Methodologies”, Ph. D. Dissertation, University of Wolverhampton, U.K., 2008.
    30、Anderson, O. C., and Gentilcore E. B., “A View from the Ground Up: Calculating Damages due to Construction Project Delay”, American Bar Association, 2005.
    31、Ibbs, W., Nguyen, L.D. and Simonian, L., “Concurrent Delays and Apportionment of Damages”, Journal of Construction Engineering and Management, ASCE, 2010.
    32、McGreevy, S. L., “When You See a Claim Coming, Prepare”, Contractor Magazine, Vol 5, No.11, 2004.
    33、Holland, N. and Hobson, D., “Indirect Cost Categorization and Allocation by Construction Contractors”, Journal of Architectural Engineering, Vol.5, No.2, 1999.
    34、Schwartzkopf, W., McNamara, J. J. and Hoffar, J. F.“Calculating Construction Damages”, John Wiley & Sons,1992
    35、Lankenau, M. J., “Owner Caused Delay-Field Overhead Damages” Cost Engineering, Vol.45, No.9, 2003.
    36、Flessland, E., “Unabsorbed Home Office Overhead and the Eichleay Formula”, 2002
    37、Zack, J., “Calculation and Recovery of Home Office Overhead”, International Cost Engineering Council, Australia, 2002.
    38、“Federal Acquisition Regulations System”, U.S. Government Printing Office, 1996.
    39、“Guide to Contractor Overhead”, Construction and Bridge Division, Texas Department of Transportation, USA, 2009.
    40、Federation Internationale des Ingenieurs-Conseils, “Conditions of Contract for Construction - The Red Book”, 1999.
    41、Michener, L., “The Traps and Pitfalls of Construction Delay Claims in Ontario”, Glenn Grenier,Canada, 2005.
    42、McCaleb, S., “Federal Circuit Expands Contractor Recovery of Unabsorbed Overhead”, Procurement Law Advisor, Vol.6, No.6, 2003.
    43、Cilensek, R., “Understanding Contractor Overhead”, Cost Engineering, Vol.33, No.12, pp.21-23, 1991.
    44、Loulakis, M. and Santiago, S., “Follow the Formula” Civil Engineering, Vol.69, No.7, 1999.
    45、Warshawsky, B., “Unabsorbed Overhead:Meaning and Method” Cost Engineering, Vol.39, No.10, 1997.
    46、Markis, P. E., “Eichleay Update” AACE International Transactions”, September 17, Morgantown, 2004.
    47、Anderson, G.A., “Delay Damages: Recovery in New York Differs”, GBC Associate’s Corner, USA, 2004.
    48、Singh, A. and Taam, T., “ Unabsorbed Overhead: Eichleay and Other Methods”, Construction Research Congress, ASCE, 2009.
    49、Bruce M. J. and Paul L., “Construction Law :Principles and Practice”, Mcgraw-Hill Book Company, pp.115-119, 1998.
    50、Kenneth M. C., and Joyce K. H.,“Advanced Construction Claims Workshop: The law, Analysis, and Pricing of Delay and Disruptions” Real Estate Law and Practice Course Handbook Series, PLI Order No. N4-4534, Oct, 1990.
    51、Nix, Inc. v. City of Columbus,111 Ohio App. 133, 171 N.E.2d 197(1959). See also Franklin Contracting Co. V. State, 134 N.J. Super. Ct. 198, 338 A.2d 875(1975), modified, 144 N.J. Super. Ct. 402, 365 A.2d 952(1976).
    52、Department of Highways V. S.J. Groves & Sons Co, 20 Pa. Commw. 526, 343 A.2d 72(1975).
    53、Ozark Dam Constructors V. United State, 127 F. Supp. 187(Ct.Cl.1995).
    54、Society of Construction Law, “Delay and Disruption Protocol", Printmost (Southern) Ltd, England, 2002.
    55、George Hyman Constr. Co. v. Washington Metropolitan Area Transit Auth, 816F.2d,753,756(D.C.Cir.1987).
    56、James G. Zack, Jr., Calculation and Recovery of Home/Head Office Overhead, CM eJournal Aug 2001.

    QR CODE