Juhtumid / Äritegevus ja lepingud
Äritegevus ja lepingud

Võrdle pakkumise mahutabelit lõpparveldise mahutabeliga

Pane sõlmitud mahutabeli lõpparveldise mahutabeli kõrvale, klassifitseeri iga muutunud rida lisatuks, eemaldatuks, koguse muutusega või hinna muutusega, seosta iga muudatus seda põhjustanud korraldusega, ja lepi nimekiri kirjalikult kokku.

5 sammu16 minKulunõustamine / QSArendaja / klientProjekti- / ehitusjuhtimisbürooPeatöövõtja

Kuidas see töötab, samm-sammult

5 sammu läbi platvormi - mida teete igas ja miks see loeb.

1

File both bills before you touch either

Dokumendid

Save the contract bill as awarded and the settlement bill as submitted into the project files, dated, with the covering letter that came with each.

Miks: A settlement review is read months later by somebody who was not there, and the first question is always which two documents were compared. Filing them takes a minute now and removes an argument that otherwise has no evidence on either side.

SisendBill as awardedSettlement bill as submittedVäljundBoth versions on record
2

Bring both bills in with their codes intact

Mahutabel

Load each bill so both live in the project side by side, and check that the item codes came across on both. If one side lost its codes in transit, fix that before comparing rather than after.

Miks: The item code is what makes a line the same line on both sides. With codes, a contractor who inserted twelve items and renumbered everything below them still produces a readable comparison. Without them, the match falls back to position number and the report tells you almost nothing.

SisendThe two filed billsVäljundTwo bills in the projectItem codes preserved
3

Run the line-by-line comparison

Mahutabel

Open the comparison on the awarded bill and pick the settlement bill as the other side. Every line comes back classified as added, removed, quantity changed, rate changed or unchanged, with the old and new quantity, rate and total, and the difference rebased into the project's currency.

Miks: This is the part of a settlement review that consumes the days and produces none of the judgement. Getting it in one pass leaves your attention for the lines that are actually contentious, and it catches the quiet ones - a rate that moved by a few percent on a very large quantity - that eyes reading a printout do not.

SisendAwarded bill and settlement billVäljundEvery line classifiedThe difference in one currency
4

Pair every movement with the instruction that caused it

Muudatuskorraldused

Work down the moved lines with the change order register open beside them, and mark which instruction each movement answers to. The list that is left over - movements with no instruction behind them - is your query list.

Miks: The comparison tells you what moved and the register tells you what was instructed; pairing them is judgement and stays yours. Doing it while the classified list is in front of you is what turns a settlement review into a short, specific set of questions instead of a general objection nobody can answer.

SisendThe lines that movedChange order registerVäljundMovements matched to instructionsMovements with nothing behind them
5

Put the queries in writing and track the answers

Kirjavahetus

Issue the query list as correspondence, item by item with the amount at stake on each, and record the answer against the query rather than in somebody's inbox.

Miks: A settlement is agreed line by line or it is not agreed at all. Queries raised in writing get answered; queries raised in a meeting get remembered differently by each side, and the difference surfaces at the worst possible moment, when the final figure is being signed.

SisendQuery list with amountsVäljundQueries issued and trackedAgreed position on each line
Moodulid

Selle tegevusjuhendi moodulid

4 / 190 platvormi moodulit

The market this case is written for

Hiina

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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