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Sprawy handlowe i kontrakty

Ustaw projekt na umowie JCT lub NEC4

Sporządź umowę na podstawie standardowego formularza, według którego roboty są faktycznie prowadzone, powiedz, czym jest zatrzymanie i co je zwalnia, podpisz ją, umieść za nią ustawowy system płatności i wprowadź daty niosące konsekwencje na zegar, który ktoś obserwuje.

5 kroków16 minGeneralny wykonawcaDeweloper / klientBiuro zarządzania projektem / budowąDoradztwo kosztowe / kosztorysowanie

Jak to działa, krok po kroku

5 kroków w całej platformie - co robisz na każdym z nich i dlaczego to ważne.

1

Draw the contract from the form you are actually using

Kontrakty

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.

Dlaczego: 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.

WejścieAward recommendationScope and contract sumWynikContract on the named formClause set on record
2

Say what retention is and what releases it

Kontrakty

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.

Dlaczego: 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.

WejścieContract on the named formRetention percentage agreedWynikRetention terms recordedRelease tied to practical completion
3

Execute it and keep the executed copy

Podpisy elektroniczne

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.

Dlaczego: 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.

WejścieContract on the named formClient and contractor contactsWynikExecuted contractSignature record on file
4

Put the statutory payment regime behind it

Zegar płatności

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.

Dlaczego: 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.

WejścieExecuted contractPayment terms in the contractWynikPayment regime selectedStatutory deadlines computed
5

Get the dates with a consequence onto a clock

Terminy

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.

Dlaczego: 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.

WejścieExecuted contractStatutory deadlines computedWynikContract dates with ownersReminders before each date
Moduły

Moduły w tym playbooku

4 / 190 modułów platformy

The market this case is written for

Wielka Brytania

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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