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Thương mại và hợp đồng

Tách biệt thay đổi, xác nhận tại công trường và khiếu nại

Ghi nhận sự việc ngay trong ngày nó xảy ra, sau đó chuyển nó đến đúng công cụ: một thay đổi được chỉ thị và sẽ được định giá, một xác nhận tại công trường được ký ngay tại chỗ và định giá sau, hoặc một khiếu nại cần thông báo và bằng chứng.

5 bước18 phútNhà thầu chínhNhà thầu phụ chuyên ngànhCông ty quản lý dự án / thi côngCông ty tư vấn chi phí / QS

Cách hoạt động, từng bước một

5 bước xuyên suốt nền tảng - bạn làm gì ở mỗi bước và vì sao điều đó quan trọng.

1

Write it down on the day, before it is worth anything

Nhật ký công trường

Record the event in the daily diary the day it happens: what was found or instructed, where, who was on site, what plant and labour were affected, with photographs attached.

Tại sao: The record made before anybody knows what it is worth is the one nobody can argue with, and it is the same record whichever of the three instruments the event turns into. A diary written up at the end of the month is a reconstruction, and everybody reading it can tell.

Đầu vàoWhat happened on sitePhotographs from the dayĐầu raDated diary entryWho was present
2

Raise the instructed change and price it

Lệnh thay đổi

Where the work was instructed, raise a change order, state the reason it arose, and price its lines against the contract's rates. Name the instruction and the day it was diarised in the reason, so the record points back at itself.

Tại sao: An instructed change is the cheapest of the three to settle because the authority for it is not in dispute. What is in dispute a year later is the reason it arose and the rate it was priced at, so both belong on the record now, while the person who knows them is still on the job.

Đầu vàoThe instructionContract ratesĐầu raPriced change orderReason on the record
3

Register the site confirmation while it is still unpriced

Công việc phát sinh

Where the work was done on site without a priced instruction, register it as a daywork sheet with the quantities as executed and the date the work was done. Record who signed it on site and the reference the signed paper carries, and hold the sheet at draft or disputed until the value is agreed.

Tại sao: A site confirmation is signed on the day exactly so that the pricing conversation can happen afterwards without reopening the facts. If it sits in a folder unregistered until settlement, the facts get reopened anyway and the signature stops helping. A register makes the open ones countable, which is the only way anybody chases them.

Đầu vàoThe day's recordQuantities as doneĐầu raSite confirmation on the registerPriced later, tracked meanwhile
4

Build the claim on evidence, not on recollection

Bằng chứng khiếu nại

Where the event is at the other party's risk, open a claim and gather the evidence against it: the diary entries, the photographs, the labour and plant that stood, and the clause you are relying on.

Tại sao: A claim is judged on its evidence and on whether the notice was given in time, and both are decided months before anybody starts writing the submission. Assembling the pack as it happens shows you what is missing while it is still gettable, which is a different exercise from assembling it at the end and discovering what is not.

Đầu vàoDiary, photographs, recordsThe clause relied onĐầu raEvidence pack per claimMissing evidence, visible early
5

Give notice in writing, inside the contract's period

Thư từ

Issue the notice as correspondence, dated, naming the event and the clause, and keep every later letter on the same matter in the same thread.

Tại sao: Most claims that fail do not fail on the merits, they fail on a notice period that ran out while the matter was being discussed verbally. A dated letter costs nothing and is the only thing that answers the question of when the other party first knew.

Đầu vàoThe event and its dateThe contract's notice periodĐầu raNotice issued and datedOne thread per matter
Mô-đun

Các mô-đun trong playbook này

5 / 190 mô-đun nền tảng

The market this case is written for

Trung Quốc

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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