케이스 / 인계 및 생애주기
인계 및 생애주기

실질적 완공에 도달하고 최종정산 확정하기

하자 목록을 해소하고, 실제로 존재하는 패키지에 대해 증명서를 발급하고, 하자보수기간을 기억이 아니라 등록부로 운영하고, 유보금을 만기 시 해제하고, 처음부터 계속 기록해 온 내용으로부터 최종정산을 합의합니다.

5단계18 분종합건설사원가 컨설팅 / 적산 업체시행사 / 발주처PM/CM 업체

작동 방식, 단계별로

플랫폼 전반에 걸친 5단계 - 각 단계에서 무엇을 하는지, 그리고 왜 중요한지.

1

Clear the snagging list before you ask for the certificate

펀치 리스트

Walk the building and record the outstanding items room by room with a photograph, an owner and a date. Sort them into what genuinely prevents practical completion and what can be finished during the rectification period, and close them off as they are done.

이유: Practical completion is not perfection and it is not a wish list, but the argument about which items are which gets a great deal shorter when the items exist as a photographed list with owners. A certificate issued over an undocumented set of snags is the one the employer challenges.

입력Site walk findingsSpecification and drawings결과Snagging list with photosItems that block completion
2

Issue the certificate with the package behind it

마감

Assemble the close-out package first, the as-built drawings, the operation and maintenance manuals, the warranties, the test and commissioning certificates and the asset information, and issue practical completion against a package that exists rather than against a promise to send one.

이유: The certificate changes several things at once: the rectification period starts, the first half of the retention usually falls due and damages stop running. Issuing it before the package is real means chasing manuals out of subcontractors who have been paid and have moved on, which is a job with no leverage left in it.

입력Items that block completionHandover documents결과Practical completion certifiedClose-out package issued
3

Run the rectification period as a register

보증 및 하자담보책임

Open the register: every warranty and defects liability entry with its start date, its length and what it covers, and every defect notice raised against it with a severity and a status. The register shows what is still inside its period, what is expiring and what has run clean.

이유: The rectification period is twelve months on most jobs and nobody is thinking about it in month seven. A register that knows which entries are expiring is what turns the final inspection into something you schedule rather than something you miss, and it is also the evidence that an entry finished clean and its retention is due.

입력Practical completion certifiedWarranties and product data결과Defects registerPeriods with an end date
4

Release the retention when it actually falls due

재무

Read the retention ledger against the release events recorded on the contract. The first release normally follows practical completion and the second follows the end of the rectification period with the defects made good, so what the ledger shows is money that is due rather than money that is held indefinitely.

이유: Retention released late is a real cost to a subcontractor and a real reputational cost to the payer, and it is almost always late because nobody was watching rather than because anybody decided. Tying the release to the event on the contract makes it a date instead of a favour.

입력Retention heldRelease events on the contract결과Retention released at completionBalance due at the end of the period
5

Agree the final account as arithmetic, not archaeology

계약

Build the final account from what has already been recorded: the contract sum, the variation orders posted as they were agreed, the provisional sums adjusted to what was actually instructed, the prime cost sums, any fluctuations the contract carries, and the retention released. Agree it, sign it and close the contract.

이유: A final account reconstructed at the end takes months and settles in favour of whichever party kept better records. One that has been current all along is a statement both sides have already seen every month, and agreeing it becomes a signature rather than a negotiation nobody budgeted for.

입력Contract sum and variationsInstructions issued on the job결과Agreed final accountContract closed
모듈

이 플레이북의 모듈

플랫폼 190개 모듈 중 5

The market this case is written for

영국

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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