케이스 / 상업 및 계약
상업 및 계약

JCT 또는 NEC4 계약으로 프로젝트 설정

실제로 공사가 운영되는 표준 양식으로부터 계약서를 작성하고, 유보금이 무엇이고 무엇이 이를 해제하는지 명시하고, 계약을 체결하고, 그 뒤에 법정 지급 체계를 두고, 결과가 따르는 날짜들을 누군가 지켜보는 시계 위에 올립니다.

5단계16 분종합건설사시행사 / 발주처PM/CM 업체원가 컨설팅 / 적산 업체

작동 방식, 단계별로

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

1

Draw the contract from the form you are actually using

계약

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.

이유: 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.

입력Award recommendationScope and contract sum결과Contract on the named formClause set on record
2

Say what retention is and what releases it

계약

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.

이유: 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.

입력Contract on the named formRetention percentage agreed결과Retention terms recordedRelease tied to practical completion
3

Execute it and keep the executed copy

전자 서명

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.

이유: 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.

입력Contract on the named formClient and contractor contacts결과Executed contractSignature record on file
4

Put the statutory payment regime behind it

지급 시계

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.

이유: 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.

입력Executed contractPayment terms in the contract결과Payment regime selectedStatutory deadlines computed
5

Get the dates with a consequence onto a clock

마감일

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.

이유: 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.

입력Executed contractStatutory deadlines computed결과Contract dates with ownersReminders before each date
모듈

이 플레이북의 모듈

플랫폼 190개 모듈 중 4

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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