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研究生: 張嘉琪
Chia-Chi Chang
論文名稱: 共同遲延責任分配之系統化分析方法
A Systematic Approach for Apportioning Concurrent Delay
指導教授: 姚乃嘉
Nie-Jia Yau
口試委員:
學位類別: 碩士
Master
系所名稱: 工學院 - 土木系營建管理碩士班
Master's Program in Construction Management, Department of Civil Engineering
畢業學年度: 95
語文別: 中文
論文頁數: 125
中文關鍵詞: 共同遲延工程遲延遲延分析方法
外文關鍵詞: schedule analysis, delay analysis, Concurrent delay
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  • 隨著營建工程規模日益龐大,工程遲延之起因不勝凡舉。當分別可歸責於雙方之遲延事件,於同一時段內發生時,業主會利用此共同遲延規避承包商因工期展延所衍生之費用;承包商亦會以共同遲延為由,規避工程逾期之損害清償,是故分析雙方責任便成為一項困難的議題。而對於共同遲延責任歸屬之判斷,目前國內外尚未有確立且統一之處理方式。常見之遲延分析技術於國外已行之有年,其公平性及合理性已趨於完善,可歸納為三種類型:第一種類型為「簡易加總法」;第二種類型為「雙方立場分析法」;第三種類型為「時間窗格分析法」,此三類型之分析技術雖皆有其優缺點及適用之時機,但皆僅適用於一般性之工程遲延,並未特別考量共同遲延之責任分擔。
    本研究首先蒐集國內外相關文獻,針對共同遲延之進階定義:「在同一時間區段內,發生造成完工工期遲延之兩個或多個事件,此諸事件分別可歸責於業主與承包商,且其所影響之作業項目間並無先後次序關係」,進而結合國內法理及排程精神,研擬一適用於共同遲延責任歸屬之系統化分析方法。此方法係以「時間窗格分析法」中之「即時時段分析技術」為基礎,依據共同遲延時段中,先發生遲延時段、重疊時段以及後續發生時段,將時程系統化地切割為多個時間窗格逐步探討。該方法不僅可適用於要徑上與非要徑上之共同遲延事件,更可公平計算各種遲延之種類對工程所造成之影響,且無須逐日繁瑣分析即能以系統化之方式得到正確度高、責任分擔明確量化之結果。最後將以一實際案例計算,說明其套用本系統化方法之結果。


    Apportioning responsibilities of concurrent delay to the owner and the contractor is a difficult task, due to the sophisticate nature both in the schedule and in the factors that cause the delay. This research attempts to develop a simplified yet systematic approach that can be used for a fair apportionment of concurrent delay. A concurrent delay is defined herein as when the contractor and the owner have both caused independent critical path delays during the same approximate time period.
    Incorporating the concepts of windows analysis and critical path method (CPM), the developed approach divides a concurrent delay into three timeframes or windows: (1) the delay period which occurs first; (2) the overlapping delay period; and (3) the remaining delay period after the overlapping. These three “windowing of delay” steps allow for quickly apportioning of delay in each single window, and a fourth step will sum up those apportioned delays to obtain each party’s final responsibilities. For a concurrent delay that is formed by multiple delays, the three “windowing of delay” steps will extend to more steps while the last summation step remains the same. This developed approach is found to be simple and effective at this stage for all kinds of concurrent delays. A real case has been successfully tested in this research.

    摘要 I 英文摘要 II 致謝 III 目錄 IV 圖目錄 VIII 表目錄 X 第一章 緒論 1 1.1 研究背景 1 1.2 研究目的 2 1.3 研究方法與流程 3 1.4 研究範圍 5 1.5 論文架構 5 第二章 文獻回顧 7 2.1 工程遲延的起因 8 2.2 工程遲延的種類及責任歸屬 10 2.2.1 國內對工程遲延之分類及責任歸屬 10 2.2.2 國外對工程遲延之分類及責任歸屬 12 2.3 共同遲延的定義 15 2.3.1 共同遲延的基本定義 16 2.3.2 共同遲延的進階定義 16 2.4 一般性共同遲延的處理方式 17 2.4.1 互有因果關係之遲延事件 17 2.4.2 發生在要徑與非要徑上的遲延事件 20 2.4.3 遲延事件之組合 21 2.4.4 發生在同一作業上的遲延事件 23 2.5 共同遲延的分配理念及處理方式 24 2.5.1 共同遲延的分配理念 24 2.5.2 共同遲延的處理方式 25 2.6 本章小結 29 第三章 工程遲延分析方法 31 3.1 遲延分析方法使用的工程時程 31 3.1.1 原規劃時程 (As-planned Schedule) 32 3.1.2 調整後時程 (Adjusted Schedule) 32 3.1.3 竣工時程 (As-built Schedule) 32 3.1.4 核定時程 (Entitlement Schedule) 33 3.1.5 剩餘工期時程 (Remaining Duration Schedule) 33 3.2 遲延分析方法的演進 33 3.2.1 簡易加總法 34 3.2.2 雙方立場分析法 34 3.2.3 時間窗格分析法 35 3.2.4 三類型遲延分析技術比較 36 3.3 共同遲延之假設案例說明 36 3.4 簡易加總法代表技術 38 3.4.1 整體影響技術 (Global Impact Technique) 38 3.4.2 淨影響技術 (Net Impact Technique) 40 3.5 雙方立場分析法代表技術 42 3.5.1原規劃時程影響後分析技術 (Impacted As-planned Analysis) 42 3.5.2 崩塌竣工時程分析技術 (Collapsed As-built Analysis) 45 3.6 時間窗格分析法代表技術 47 3.6.1 時間影響分析技術 (Time Impact Analysis) 48 3.6.2 快照分析技術 (Snapshot Analysis) 51 3.6.3 即時時段分析技術 (Contemporaneous Period Analysis, CPA) 53 3.6.4 視窗分析技術 (Windows Analysis) 57 3.6.5 獨立遲延分析技術 (Isolated Delay Type, IDT) 60 3.7 遲延分析技術比較 64 3.7.1 遲延分析技術要項 64 3.7.2 遲延分析技術於共同遲延之判斷結果 66 3.7.3 即時時段分析技術於不同窗格之判斷結果 68 3.8 本章小結 72 第四章 針對共同遲延之系統化分析方法 73 4.1 基本假設條件 73 4.1.1 共同遲延的遲延事件 73 4.1.2 分析方法之基礎 74 4.1.3 比較基準時程 74 4.1.4 剩餘工期時程 75 4.1.5 浮時所有權 76 4.2 共同遲延之系統化分析方法 77 4.2.1 系統化分析方法之分析基礎 77 4.2.2 系統化分析方法之整體分析流程 78 4.3 兩個作業項目組成之共同遲延 81 4.3.1 兩作業項目組成共同遲延之責任分配分析步驟 81 4.3.2 兩作業項目組成共同遲延之衍生情況 87 4.4 多個作業項目組成之共同遲延 98 4.4.1 多個作業組成共同遲延之責任分配分析步驟 99 4.4.2 多個作業組成共同遲延衍生情況 102 4.5 本章小結 108 第五章 實際案例說明 110 5.1 案例說明 110 5.1.1 工程概述 110 5.1.2 工程爭議概述 110 5.2 案例判別結果 111 5.2.1 實際判別結果 111 5.2.2 套用本研究之共同遲延分析方法判別結果 114 5.3 案例套用結果討論 115 5.4 專家訪談 116 5.5 本章小結 118 第六章 結論與建議 119 6.1 結論 119 6.2 建議 121 參考文獻 123

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