Casos prácticos / Comercial y contratos
Comercial y contratos

Configurar el proyecto sobre un contrato JCT o NEC4

Redacta el contrato a partir del modelo estándar bajo el que en verdad se maneja la obra, di qué es la retención y qué la libera, fírmalo, pon detrás el régimen de pago legal, y lleva a un plazo que alguien vigile las fechas que tienen consecuencia.

5 pasos16 minContratista generalDesarrollador / clienteGestora 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

Draw the contract from the form you are actually using

Contratos

Create the contract and pick the clause template it is drawn from: a JCT standard building contract, a JCT design and build, a JCT minor works, or an NEC4 engineering and construction contract under the main option you are working to. The contract records the template and its version, so it keeps naming the right paper after a later version is published.

Por que: Half the arguments on a job start with two people applying different contracts to the same fact. Naming the form on the record means the clause somebody cites can be looked up rather than remembered, and a quantity surveyor who joined in month nine can see what the job is working to without ringing round.

EntradaAward recommendationScope and contract sumResultadoContract on the named formClause set on record
2

Say what retention is and what releases it

Contratos

Set the retention percentage on the contract and choose the event that releases it, whether that is practical completion, the final account or handover. Add the contract lines so the sum is built out of something rather than typed in as one total.

Por que: Retention is the money most often lost by the party that earned it, and it goes missing because nobody ever wrote down when it became payable. A release event on the contract turns it into something the platform can chase; a percentage with no release event is just a deduction with no end date.

EntradaContract on the named formRetention percentage agreedResultadoRetention terms recordedRelease tied to practical completion
3

Execute it and keep the executed copy

Firmas Electrónicas

Send the contract out for signature, collect it back from both parties and keep the executed version as the one on file. Every valuation, variation and final account after this point hangs off this document.

Por que: An unexecuted contract that everybody is nevertheless working to is the normal state of a British project for its first few months, and it is exactly where the terms drift. Getting it signed and filed is what makes the retention percentage and the payment terms enforceable rather than assumed.

EntradaContract on the named formClient and contractor contactsResultadoExecuted contractSignature record on file
4

Put the statutory payment regime behind it

Reloj de pago

Open the payment clock for the project and select the United Kingdom regime. It carries the Housing Grants, Construction and Regeneration Act 1996 as amended, with the default periods from the Scheme for Construction Contracts, so the due date, the payment notice deadline, the pay less deadline and the final date for payment are computed rather than remembered.

Por que: The Act applies to a construction contract whether or not the parties thought about it, and a contract that provides no compliant payment mechanism gets the Scheme's one instead. Setting the regime once means every application on this job is timed against the right statute rather than against whatever the last job happened to use.

EntradaExecuted contractPayment terms in the contractResultadoPayment regime selectedStatutory deadlines computed
5

Get the dates with a consequence onto a clock

Plazos

Record the dates the contract makes consequential: the date for completion, the notice periods, the retention release dates and the end of the rectification period. Give each one an owner so it lands on a person's list rather than on the project's.

Por que: Contract dates are not diary entries, they are the moments a right appears or disappears. A missed pay less deadline changes what is payable and a missed notice under NEC4 can lose an entitlement outright, so these are the dates worth automating and the exact ones nobody remembers when the job is busy.

EntradaExecuted contractStatutory deadlines computedResultadoContract dates with ownersReminders before each date
Módulos

Módulos de este playbook

4 / 190 módulos de la plataforma

The market this case is written for

Reino Unido

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

  • RICS NRM 1/2
  • JCT
  • CIS

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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