ケース / コマーシャルと契約
コマーシャルと契約

AS 4000 のもとで variation を積算する

誰かがそれを施工する前に direction が存在することを確定し、work が行われている間にコスト記録を維持し、条項36が定める順序で評価し、契約が認める期間内に claim を提出し、合意されているかどうかにかかわらず次の progress claim に反映させ、契約金額を調整する。

6ステップ16 分総合建設会社専門工事業者コストコンサルティング会社 / 積算事務所プロジェクト / 施工管理会社

仕組みをステップごとに

プラットフォーム全体で6ステップ - 各ステップで何をするか、そしてなぜ重要か。

1

Establish there is a direction before it is built

変更指示

Raise the variation the day the change appears, with the date, who asked, what changed and whether a written direction from the Superintendent exists yet. Where it does not, ask for one and record that you asked, in writing, before the work starts.

理由: Clause 36 makes the Superintendent's direction the thing that turns extra work into a variation, and an architect or a client representative walking the site is usually neither the Superintendent nor authorised to direct one. Work built on a conversation is work you are asking to be paid for as a favour, and the answer arrives after it is already in the building.

入力Instruction or site requestContract scope出力Variation raised and datedDirected or awaiting a direction
2

Keep the record while the work is in front of you

クレーム証拠

Collect the daily labour, plant and material records for the varied work as it happens, have them signed on site by the Superintendent's representative where the contract asks for that, and attach the photographs and the delivery dockets to the same entry.

理由: Every valuation route in clause 36 except an agreed price ends up resting on what the work actually took. Records signed at the time settle that in a sentence; records assembled afterwards start a second argument about whether the record is true, and that one is lost even when the claim is good.

入力Work as it is carried outLabour, plant and materials used出力Daywork records signedEvidence pack for the valuation
3

Value it in the order the clause sets

内訳書

Work down clause 36 in order rather than jumping to the answer you want. A price the parties have already agreed governs; failing that, the rates and prices in the contract, applied to the varied quantity; failing that, rates in the contract used as a basis where the work is comparable; and only where none of those reach it, reasonable rates and prices. Record which route the valuation used and why the ones above it did not apply.

理由: Naming the route is what makes the number reviewable. A valuation that simply arrives at a figure invites the Superintendent to arrive at a different one, and there is then nothing in dispute except two opinions. A valuation that says which limb of the clause it used and why the earlier limbs did not fit can be disagreed with on a point, and points get resolved.

入力Variation raised and datedContract rates and prices出力Variation valuedWhich valuation route was used
4

Lodge the claim inside the time bar

変更指示

Serve the claim in the form and inside the period the contract requires, and record the date it went. AS 4000 puts a notification requirement around claims other than progress claims in clause 41, and the Annexure may shorten the period further, so read the Annexure rather than assuming the printed default.

理由: A time bar does not care whether the claim was good. It is the one defence a principal can run without engaging with the merits at all, and it succeeds on a date rather than on an argument. The claim that is worth the most is usually the one that took the longest to price, which is exactly the one that misses the window.

入力Variation valuedTime the contract allows出力Claim lodged in timeDate of lodgement on record
5

Carry it into the progress claim, agreed or not

財務

Include the valued variation in the next progress claim as its own line, showing what you claim and what has been certified, so an amount in dispute is a visible difference on one line rather than a shortfall on the total.

理由: A variation held back until it is agreed is a variation that is never claimed and never certified, and the money sits with the contractor for the length of the job. Claiming it keeps it on the record, keeps it inside the payment machinery the contract and the state statute provide, and makes the disagreement about one line instead of the month.

入力Claim lodged in timeCurrent claim period出力Variation in the progress claimDisputed amount visible
6

Adjust the contract sum and keep it running

契約

Post the agreed or determined amount against the contract so the contract sum moves as each variation closes, and keep the list of open variations with what each one is claimed at beside it.

理由: A final account is either a running total that both parties have been reading all along or an event, and the event version takes months. Every variation closed as it happened is one fewer item in a negotiation held at the point where the contractor most needs the money and has the least leverage.

入力Agreed or determined amountContract sum before出力Contract sum adjustedRunning final account
モジュール

このプレイブックのモジュール

プラットフォーム 190 モジュール中 5

The market this case is written for

オーストラリア

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

  • AS 4000
  • Security of Payment Act

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.

コマーシャルと契約の他のケース

コマーシャルと契約

変更を支払われる契約変更に変える

施工範囲の変更を発生時に記録し、合意単価に基づいて契約変更として見積もり、次の出来高請求に計上することで、追加工事が静かに吸収されるのではなく回収されるようにします。

3ステップ11 分開く
コマーシャルと契約

下請パッケージを運用する

下請業者に工種パッケージを発注し、出来高内訳書と保留金付きの下請契約に載せ、実際に完了した作業に対して出来高払いで支払っていく。

3ステップ11 分開く
コマーシャルと契約

出来高査定申請と照合

今期に実施した工事を契約に照らして評価し、根拠となる証憑とともに出来高査定申請を起票し、認定された内容と実際に入金された内容を照合する。

3ステップ12 分開く