케이스 / 상업 및 계약
상업 및 계약

진행 중인 기간을 정산하고 서명받기

해당 기간에 완료되고 이견이 없는 물량을 그 기간에 승인된 변경사항까지 포함해 가격 산정하고, 내역서를 이름 붙인 버전으로 고정하고, 확인서를 작성한 뒤, 양측의 서명을 기록에 남깁니다.

5단계18 분종합건설사시행사 / 발주처원가 컨설팅 / 적산 업체PM/CM 업체

작동 방식, 단계별로

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

1

Price only what is complete and undisputed

내역서

Work the bill for the period: price the quantities that are complete, add the changes that were accepted inside it, and deliberately leave out anything still in dispute. Note what you left out and why.

이유: The point of settling in process is to take the settled part off the table permanently, and one contested item is enough to keep a whole period open. Confirming ninety percent now and carrying ten percent forward is worth far more than agreeing everything eventually.

입력Quantities completed in the periodChanges accepted in the period결과Value of the periodDisputed items left out
2

Take a named version at the close of the period

내역서

Save a version of the bill at the moment the period closes and name it for the period, so the state you are about to have signed can be retrieved exactly as it was.

이유: The bill carries on moving after this, and that is correct. What the named version buys you is the ability to answer, in a year, which numbers the signatures were given against - without asking anybody to remember, and without freezing a document the project still needs to work on.

입력The period priced결과Named version of the billThe exact numbers, retrievable
3

Write the statement the two parties will sign

문서

File the period statement in the project documents: the span it covers, the confirmed quantities and value, the changes included, the items deliberately excluded, and the name of the bill version it was taken from.

이유: A signature is only as good as the document under it. A statement that names its own span and its own exclusions cannot later be read as covering more or less than it did, which is the single most common way an in-process settlement stops holding.

입력The named versionWhat was left out결과Confirmed period statement
4

Get both signatures against the same document

전자 서명

Open a signing session over the statement, name the signatory on each side, and let each of them sign. Every signature is recorded against that document reference with the time it was given.

이유: Two signatures on one document is the whole mechanism. Two separate approvals in two separate systems is what produces the classic dispute where each side is certain it agreed to something slightly different, and neither can show what.

입력The period statementBoth parties' signatories결과Signing session on the recordWho signed, and when
5

Keep the settled periods together for the final account

보고서

Report the settled periods as a running set: what has been confirmed and signed to date, and what is still carried forward as open. Bring that set to the final account as your starting position.

이유: A final account assembled from documents both parties already signed is a short meeting about the open items. A final account started from the whole bill invites a review of everything, including the parts that were settled fairly two years ago and that nobody now remembers agreeing.

입력Signed period statements결과Running settled positionWhat is still open
모듈

이 플레이북의 모듈

플랫폼 190개 모듈 중 4

The market this case is written for

중국

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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