Tình huống / Thương mại và hợp đồng
Thương mại và hợp đồng

Thiết lập dự án theo hợp đồng JCT hoặc NEC4

Soạn hợp đồng dựa trên mẫu chuẩn mà công trình thực sự đang được vận hành theo, nêu rõ khoản giữ lại là gì và điều gì giải phóng nó, ký kết hợp đồng, đặt chế độ thanh toán theo luật định phía sau nó, và đưa các ngày có hệ quả lên một chiếc đồng hồ mà ai đó theo dõi.

5 bước16 phútNhà thầu chínhChủ đầu tư / khách hàngCông 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

Draw the contract from the form you are actually using

Hợp đồng

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.

Tại sao: 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.

Đầu vàoAward recommendationScope and contract sumĐầu raContract on the named formClause set on record
2

Say what retention is and what releases it

Hợp đồng

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.

Tại sao: 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.

Đầu vàoContract on the named formRetention percentage agreedĐầu raRetention terms recordedRelease tied to practical completion
3

Execute it and keep the executed copy

Chữ ký điện tử

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.

Tại sao: 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.

Đầu vàoContract on the named formClient and contractor contactsĐầu raExecuted contractSignature record on file
4

Put the statutory payment regime behind it

Đồng hồ thanh toán

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.

Tại sao: 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.

Đầu vàoExecuted contractPayment terms in the contractĐầu raPayment regime selectedStatutory deadlines computed
5

Get the dates with a consequence onto a clock

Thời hạn

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.

Tại sao: 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.

Đầu vàoExecuted contractStatutory deadlines computedĐầu raContract dates with ownersReminders before each date
Mô-đun

Các mô-đun trong playbook này

4 / 190 mô-đun nền tảng

The market this case is written for

Vương quốc Anh

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.

Thêm trong Thương mại và hợp đồng

Thương mại và hợp đồng

Turn a change into a paid variation

Capture a scope change while it is fresh, price it as a contract variation on your agreed r…

3 bước11 phútMở
Thương mại và hợp đồng

Run a subcontractor package

Award a trade package to a subcontractor, place it on a subcontract with a schedule of valu…

3 bước11 phútMở
Thương mại và hợp đồng

Payment application and reconciliation

Value the work put in place this period against the contract, raise the application with th…

3 bước12 phútMở