案例 / 商务与合同
商务与合同

按NZS 3910管理variation

记录工程依据NZS 3910哪个版本,弄清各方在其中承担什么角色,核实谁有权下达指示,发出指示,按合同规定的优先顺序为工作计价,保留通知和背后的记录,并读出对工期和合同金额的影响。

7 个步骤15 分钟总承包商造价咨询 / 工料测量顾问项目/施工管理公司专业分包商

运作方式,逐步说明

贯穿平台的 7 个步骤 - 每一步做什么,以及为什么重要。

1

Record the edition and who holds which role

合同

Record which form the job is built on and which edition of it: NZS 3910 for a build to the Principal's design, NZS 3916 where the Contractor also designs, NZS 3917 for a term contract. Then name the people. On the 2023 edition of NZS 3910 that is a Contract Administrator and an Independent Certifier; on the 2013 edition it is a single Engineer to the Contract. Record the special conditions that change either, because they usually do.

原因: Every step below depends on this answer and none of them announce it. A notice addressed to the Engineer on a contract that has no Engineer, or a valuation determined by the person acting for the Principal when the contract reserves that to the Independent Certifier, is defective on its face, and it is defective in a way that is only noticed once somebody has a reason to look.

输入Executed contractSpecial conditions成果Edition and form on recordWho holds which role
2

Settle who may instruct a variation and up to what value

审批路线

Build the approval route the contract and the Principal's own delegations actually create: who may issue a variation instruction, what value the Contract Administrator may instruct without going back to the Principal, and which decisions the Independent Certifier makes rather than either of them. Put site staff and the Contractor's representative on the same route so nobody is guessing.

原因: Work carried out on the word of somebody with no authority to instruct it is work the Contractor has done at its own risk, and the argument that follows is never about whether the work was needed. It is always about who said so. Naming the route in advance costs an afternoon and settles a class of dispute that otherwise arrives at the final account.

输入Who holds which roleDelegated limits成果Instruction route settledValue that needs the Principal
3

Issue the instruction before the work is built

变更单

Raise the variation as an instruction that describes the change in the works, references the drawing or the specification clause it comes from, and states whether the Contractor is to proceed or to price first. Where the Contractor believes it has already been given an instruction in substance, record that as a claim for a variation rather than waiting for a document that may never come.

原因: A variation is a change the contract allows the Principal to make, and the mechanism is the instruction. Work built first and documented afterwards leaves the Contractor arguing that a conversation was an instruction, which is a much weaker case than a piece of paper, and it leaves the Principal paying for work whose scope nobody wrote down while it was still describable.

输入Change to the worksInstruction route settled成果Variation instruction issuedScope of the change described
4

Value it in the order the contract sets, not by negotiation

变更增项

Work down the contract's order of preference rather than starting at the end of it. Use the contract rates where the varied work is of similar character and carried out under similar conditions. Where it is similar but the conditions differ, derive a rate from the contract rate and say what you adjusted. Only where neither holds do you build a reasonable price from cost with the margins the contract allows, and then the build-up is part of the valuation rather than backup for it.

原因: The order of preference exists so that neither side gets to re-price the job through the variation account. A Contractor that goes straight to cost plus on work the schedule already prices is asking for a better rate than it tendered; a Principal that forces a contract rate onto work being done in genuinely different conditions is taking a discount it never negotiated. Stating which step of the order was used is what makes the valuation reviewable.

输入Variation instruction issuedContract rates and schedule成果Variation valuedBasis of valuation stated
5

Give the notice inside the period and keep what proves it

索赔证据

Log the date the circumstances arose, give the notice the contract requires within the working days it allows, and attach the records that support it as they are made: the labour and plant on the work, the photographs, the diary entries, the correspondence that shows when each side knew. Keep time and cost as separate claims where the contract treats them separately.

原因: NZS 3910 is a notice-driven contract. An entitlement that is real on the merits can still fail because it was raised outside the period, and the 2023 edition leans harder on early warning, so silence while a problem develops is itself a position. Records assembled at the end of a job describe what somebody remembers; records kept in the week the work happened describe what happened.

输入Event and the date it aroseSite records for the period成果Notice given inside the periodEvidence attached to the claim
6

Read the programme effect before the date passes

4D 进度

Put the varied work into the programme and read what it does to the critical path, then claim or determine the extension of time on that basis. Where the variation absorbs float rather than moving the completion date, record that too, because the next event will land on a job with less room than the programme shows.

原因: Cost and time are separate entitlements under this form and they are lost separately. A Contractor paid for a variation and never granted the days it took is a Contractor heading into liquidated damages for a delay the Principal instructed. Reading the effect while the programme is still current is the difference between a demonstrated extension and an argument about what would have happened.

输入Variation instruction issuedAccepted programme成果Effect on the critical pathExtension of time claimed
7

Keep one register both sides are reading

报告

Publish the register: every variation with its instruction, its status, the amount claimed, the amount determined and the days granted, rolled up to a forecast final contract sum. Show the ones still unpriced as well as the settled ones, with a figure against them rather than a blank.

原因: The final account argument on this form is almost never about a single variation. It is about forty of them that two organisations were tracking in two spreadsheets that never agreed, and about the ten nobody priced because they were still open. One register that both sides read each month turns the final account into an arithmetic exercise instead of a negotiation.

输入Variations valued to dateOriginal contract sum成果Variation register both sides readForecast final contract sum
模块

此方案使用的模块

190 个平台模块中的 7

The market this case is written for

新西兰

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

  • NZS 3910
  • Construction Contracts Act

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.

更多 商务与合同 案例

商务与合同

把变更转化为已付款的变更单

在范围变更还新鲜时就记录下来,依据你已约定的单价将其作为合同变更报价,并在下一期进度付款申请中计入,使额外工作能够获得补偿,而不是被悄悄吸收。

3 个步骤11 分钟打开
商务与合同

管理分包工程

将某工种分包给分包商,以带付款计划表和保留金条款的分包合同确定下来,再按实际完成的工作逐期支付款项。

3 个步骤11 分钟打开
商务与合同

付款申请与对账

按合同对本期已完成工作进行估值,附上依据提出申请,并将已核证的金额与账户实际到账的金额进行对账。

3 个步骤12 分钟打开