케이스 / 상업 및 계약
상업 및 계약

CCDC 계열 계약 하에서 변경사항 기록

계약이 허용하는 기간 내에 사건을 통지하고, 그것이 근거로 하는 조항에 대해 변경을 제기하고, 계약이 지정한 경로 중 하나로 평가하고 어느 것인지 명시하고, 계약 금액을 모든 변동에 이유가 딸린 파생 수치로 유지합니다.

5단계18 분종합건설사PM/CM 업체원가 컨설팅 / 적산 업체

작동 방식, 단계별로

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

1

Give the notice before you price anything

서신

Send written notice of the event from the correspondence register on the day it is found, describing what was found and where, and record the date it was given and who received it. Count the period the contract allows in working days against your own site calendar and put that date on the record beside the notice.

이유: The general conditions give a concealed condition, a delay and a claim each their own period counted from the event or from its discovery, and a notice given late can lose an entitlement that would otherwise have been paid in full. Notice first and price second is the order that survives, because the price can be argued and the missed notice cannot.

입력The site event and the day it was foundThe notice period the contract allows결과Notice given and datedThe day the period runs out
2

Raise it against the clause it is raised under

변경 지시

Open the change, name the contract and the general condition it is raised under in its reference, and attach the notice, the photographs and the survey that establish the condition you found.

이유: A change carrying its clause reference is a change the consultant can assess without asking what it is for, which is most of the delay in getting one approved. Six months later that reference is also the difference between an approved change and an argument about whether it was ever properly raised.

입력The notice as givenPhotographs and site records결과Change raised with its clause referenceEvidence attached to the change
3

Value it by a route the contract names, and say which

변경 지시서

Price the change at the contract's own unit rates where the work is measurable, as cost plus the agreed fee off the daywork records where it is not, or as a lump sum with its build-up attached. State in the change which of the three you used and why that route fits this work.

이유: A number without its method invites the other side to re-price it by a different method, and the method they choose will not be the one that favours you. Naming the route also settles the argument in the right order: first whether the route is right, which is a contract question, and only then whether the number is right, which is an arithmetic one.

입력Measured work or daywork recordsContract unit rates and agreed fee결과Valuation with its method namedSupporting build-up attached
4

Move the contract price with a reason attached

계약

Approve the change against the contract so the running price shows the original stipulated price, every approved change with its own code and value, and the current price, instead of a total somebody keeps in a spreadsheet cell.

이유: The contract price is a derived figure, and the only way to defend it at the final account is to walk it backwards to the changes that produced it. A running total nobody can explain is one the payer is entitled to question line by line, at exactly the point in the job where you most need the money.

입력Approved change valueOriginal stipulated price결과Running contract priceEvery movement with a named reason
5

Report the register every month, not at the end

보고서

Issue the change register with the monthly report: what has been notified, what is priced and waiting, what is approved, and what the contract price stands at today.

이유: Changes get sorted out on site and written up later, and later is when the people who agreed them have moved on. A monthly register turns the writing-up into a five-minute review instead of a reconstruction, and it puts the unapproved column in front of the one person who can actually move it.

입력Notices, valuations and approvals결과Change register issuedUnapproved changes made visible
모듈

이 플레이북의 모듈

플랫폼 190개 모듈 중 5

The market this case is written for

캐나다

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

  • CCDC
  • CSA
  • NBC 2020

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.

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