Casos prácticos / Comercial y contratos
Comercial y contratos

Separar cambios, confirmaciones de obra y reclamaciones

Registra el hecho el mismo día en que ocurre, y enrútalo al instrumento correcto: un cambio instruido que se cotiza, una confirmación de obra firmada en sitio y cotizada después, o una reclamación que necesita aviso y evidencia.

5 pasos18 minContratista generalSubcontratista especializadoGestora de proyectos / construcciónConsultoría de costos / QS

Cómo funciona, paso a paso

5 pasos a lo largo de la plataforma - qué haces en cada uno y por qué importa.

1

Write it down on the day, before it is worth anything

Diario de obra

Record the event in the daily diary the day it happens: what was found or instructed, where, who was on site, what plant and labour were affected, with photographs attached.

Por que: The record made before anybody knows what it is worth is the one nobody can argue with, and it is the same record whichever of the three instruments the event turns into. A diary written up at the end of the month is a reconstruction, and everybody reading it can tell.

EntradaWhat happened on sitePhotographs from the dayResultadoDated diary entryWho was present
2

Raise the instructed change and price it

Órdenes de cambio

Where the work was instructed, raise a change order, state the reason it arose, and price its lines against the contract's rates. Name the instruction and the day it was diarised in the reason, so the record points back at itself.

Por que: An instructed change is the cheapest of the three to settle because the authority for it is not in dispute. What is in dispute a year later is the reason it arose and the rate it was priced at, so both belong on the record now, while the person who knows them is still on the job.

EntradaThe instructionContract ratesResultadoPriced change orderReason on the record
3

Register the site confirmation while it is still unpriced

Modificaciones

Where the work was done on site without a priced instruction, register it as a daywork sheet with the quantities as executed and the date the work was done. Record who signed it on site and the reference the signed paper carries, and hold the sheet at draft or disputed until the value is agreed.

Por que: A site confirmation is signed on the day exactly so that the pricing conversation can happen afterwards without reopening the facts. If it sits in a folder unregistered until settlement, the facts get reopened anyway and the signature stops helping. A register makes the open ones countable, which is the only way anybody chases them.

EntradaThe day's recordQuantities as doneResultadoSite confirmation on the registerPriced later, tracked meanwhile
4

Build the claim on evidence, not on recollection

Evidencia de reclamaciones

Where the event is at the other party's risk, open a claim and gather the evidence against it: the diary entries, the photographs, the labour and plant that stood, and the clause you are relying on.

Por que: A claim is judged on its evidence and on whether the notice was given in time, and both are decided months before anybody starts writing the submission. Assembling the pack as it happens shows you what is missing while it is still gettable, which is a different exercise from assembling it at the end and discovering what is not.

EntradaDiary, photographs, recordsThe clause relied onResultadoEvidence pack per claimMissing evidence, visible early
5

Give notice in writing, inside the contract's period

Correspondencia

Issue the notice as correspondence, dated, naming the event and the clause, and keep every later letter on the same matter in the same thread.

Por que: Most claims that fail do not fail on the merits, they fail on a notice period that ran out while the matter was being discussed verbally. A dated letter costs nothing and is the only thing that answers the question of when the other party first knew.

EntradaThe event and its dateThe contract's notice periodResultadoNotice issued and datedOne thread per matter
Módulos

Módulos de este playbook

5 / 190 módulos de la plataforma

The market this case is written for

China

Everything in this case follows how construction work is measured, priced and paid for in this market. The forms, the cost breakdown and the payment rules are the ones used there, not a generic version of them.

Standards it follows

  • GB 50500
  • GB 50854

You do not have to set any of that up by hand. The first time you open the platform it asks which market you work in. Choose this one and it sets the interface language, loads the matching cost database and records the cost classification, and it adds an example project you can open straight away.

The rule checks for this market come with the platform too. Switch them on once and an estimate that misses something the market expects is flagged while you are still working on it, not after the tender has gone out.

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