1 委托人政策与实践
1.1 简介
1.2 基本合同文件
1.3 投标邀请书
1.4 总包合同优势
1.5 总价加单价
1.6 仅单价
1.7 成本补偿合同（适用于必要情况）
1.8 成本加一定百分比费用
1.9 初期为成本补偿而后转换为总价
1.10 临时合同价格协议
1.11 目标成本（分担超出量与不足量）
1.12 建立伙伴关系
1.13 基本合同
1.14 专业服务合同
1.15 简明合同格式
1.16 激励计划
1.17 索赔政策
1.18 合同的质量和“意向”
1.19 合同的现场管理
1.20 计划政策
1.21 一体化
1.22 政府政策和影响——“第三方”
2 投标方案
2.1 委托方团队的事先准备
2.2 错误与疏漏
2.3 合同类型
2.4 工作说明会议
2.5 现场考察
2.6 投标方案工作表
3 投标准备
3.1 投标人对招标的响应
3.2 协议条款或一般性条款
3.3 工作范围
3.4 以前是否做过
3.5 工作范围的变更
3.6 计划表
3.7 偿付
3.8 材料
3.9 规范和图纸
3.10 竣工文件
3.11 投标准备综述：替代方案
3.12 分包商
4 评估
4.1 投标书的接收和审查
4.2 投标澄清会议
4.3 低价投标
4.4 竞标价格高于公司估算
4.5 对于工作变更的单位费率
4.6 综述
5 规程
5.1 委托方的规程
5.2 项目协调规程（典型的委托方问题）
1.1 放样
1.2 路权（ROW）要素
1.3 水处理
1.4 钻孔和爆破
1.5 施工道路
1.6 挖沟
1.7 铺设底层
1.8 回填
1.9 陆上排水
1.10 止水带
1.11 混凝土施工
1.12 清扫和景观美化
1.13 土建工作检查
6 合同管理
6.1 合同经理
6.2 合同工程师
6.3 委托方团队
6.4 合同分发
6.5 执行
6.6 筹措
6.7 项目启动会议
6.8 赔偿和保险
6.9 规定的违约赔偿金
6.10 进展报告
6.11 承包商进度要求
6.12 变更订单
6.13 负变更单
6.14 执行变更单表
6.15 工作单
6.16 修正
6.17 简明合同格式
6.18 竣工和验收
6.19 机械完工
6.20 实际完工
6.21 标准化
6.22 合同管理方针
6.23 合同
6.24 合同文件
6.25 关于示范合同和程序标准化的结论
6.26 借公营私
6.27 很策略的拒绝
7 索 赔
7.1 施工索赔
7.2 任何其他名义的索赔
7.3 繁殖地——合同签订前的索赔来源
7.4 合同签订之后
7.5 施工索赔的类型
7.6 索赔审查
7.7 承包商推进索赔的斗志
7.8 变更单和索赔会议
7.9 承包商的索赔准备与陈述
7.10 索赔准备—索赔顾问
7.11 仲裁
7.12 谈判会议
7.13 延误和中断成本的计算机辅助量化
8 付款和合同收尾
8.1 开票和验证
8.2 工作细分结构
8.3 进度的衡量
8.4 保留金
8.5 保证期
8.6 合同收尾
8.7 合同收尾清单
8.8 合同收尾报告
9 实践操作
9.1 合同用语上的变化——索赔一
9.2 合同意图——索赔二
9.3 直接和间接费用——索赔三
9.4 额外工程纠纷——索赔四
9.5 高明的沥青抢掠——索赔五
9.6 可补偿成本的近海贵金属矿——索赔六
9.7 合同有效期——索赔七
9.8 未经验证的技术——索赔八
10 手册和模型
10.1 质量手册
10.2 项目建议书
10.3 项目记录簿
10.4 施工控制计划
10.5 附录1
10.6 附录2 合同修正
10.7 附录3 变更单范本
10.8 附录4
10.9 附录5
术语表
Preface
CHAPTER ONE Client Policy and Practice
1.1 Introduction
1.2 The Fundamental Contract Document
1.3 Invitations to Bid
1.4 Lump Sum Contracting Preferred
1.5 Lump Sum Plus Unit Rates
1.6 Unit Rate Only
1.7 Reimbursable Cost Contracts Where Necessary
1.8 Cost Plus a Percentage Fee
1.9 Start Cost Reimbursable with Later Conversion to Lump Sum
1.10 Provisional Contract Price Agreement
1.11 Target Cost (Shared Overrun or Underrun)
1.12 Partnering
1.13 Prime Contracts
1.14 Professional Services Contracts
1.15 Short Form Contracts
1.16 Incentive Plans
1.17 Policy on Claims
1.18 Quality and “Intent” of Contracts
1.19 Field Administration of Contracts
1.20 Planning Policies
1.21 Integration
1.22 Governmental Policies and Influences—The “Third Party”
CHAPTER TWO The Bid Package
2.1 Preparation by the Client’s Team
2.2 Errors and Omissions
2.3 What Type of Contract"para" label-module="para">
2.4 Job Explanation Meeting
2.5 Site Visit
2.6 Bid Package Worksheets
CHAPTER THREE Bid Preparation
3.1 Bidders' Responses to the Invitation to Tender
3.2 Articles of Agreement or General Terms and Conditions
3.3 Scope of Work
3.4 Has It Been Done Before？
3.5 Changes to the Scope of Work
3.6 Schedule
3.7 Compensation
3.8 Materials
3.9 Specifications and Drawings
3.10 As Built Documentation
3.11 Bid Preparation in General：Alternative Proposals
3.12 Subcontractors
CHAPTER FOUR Evaluation
4.1 Reception and Examination of the Bids
4.2 The Bid Clarification Meeting
4.3 Low Bidding
4.4 Bids Above the Company Estimate
4.5 Unit Rates for Work Variations
4.6 General Observations
CHAPTER FIVE Procedures
5.1 Client's Procedures
5.2 Project Coordination Procedures (A Typical Client Issue)
1.Purpose
2.Responsibilities
3. Administration
4.Back Charges
5.Meetings with the Contractor
6.Contract Closeout
1.Purpose
2.Responsibilities
3.Application—Work Orders
4.Application—Change Orders
5.Application—Contract Amendments
1.Purpose
2.Definition
3.Responsibilities
4.Handling and Settlement of Claims
5.Appointment of “Expert”
6.Arbitration
7.Legal Proceedings
1.Purpose
2.Definitions
3.Responsibilities
1.Purpose
2.Definitions
3.Responsibilities
4.Descriptions
1.Purpose
2.Definitions
3.Responsibilities
4.Descriptions
5.3 Contractor's Procedures：The Work Procedure
1.1 Setting out
1.2 ROW principle
1.3 Water disposal
1.4 Drilling and blasting
1.5 Construction road
1.6 Trenching
1.7 Laying bed
1.8 Backfill
1.9 Land drains
1.10 Water stops
1.11 Concrete construction
1.12 Cleanup and landscaping
1.13 Inspection of civil works
CHAPTER SIX Contracts Management
6.1 The Contract Manager
6.2 The Contract Engineer
6.3 The Client's Team
6.4 Distribution of the Contract
6.5 Execution
6.6 Mobilization
6.7 The Kick-off Meeting
6.8 Indemnity and Insurance
6.9 Liquidated Damages
6.10 Progress Reporting
6.11 Contractor Scheduling Requirements
6.12 The Change Order
6.13 The Negative Change Order
6.14 The Change Order Closeout Form
6.15 The Work Order
6.16 The Amendment
6.17 The Short Form Contract
6.18 Completion and Acceptance
6.19 Mechanical Completion
6.20 Substantial Completion
6.21 Standardization
6.22 Contract Management Policy
6.23 The Contract
6.24 Contract Documents
6.25 Conclusion on Model Contracts and Procedure Standardization
6.26 Conflict of Interest
6.27 The Diplomatic Brush-off
CHAPTER SEVEN Claims
7.1 Construction Claims
7.2 A Claim by Any Other Name
7.3 The Breeding Ground—Source of Claims before Contract Award
7.4 After Contract Award
7.5 Types of Construction Claims
7.6 Claim Review
7.7 Contractor Tenacity in Claims Promotion
7.8 Change Order and Claims Meetings
7.9 Contractor's Claims Preparation and Presentation
7.10 Claim Preparation—The Claims Consultant
7.11 Arbitration
7.12 Negotiation Meetings
7.13 Computer-Aided Quantification of Delay and Disruption Costs
CHAPTER EIGHT Payments and ContractCloseout
8.1 Invoicing and Verification
8.2 Work Breakdown Structure
8.3 Measurement of Progress
8.4 Retention
8.5 Warranty Period
8.6 Contract Closeout
8.7 Contract Closeout Checklist
8.8 Contract Closeout Report
CHAPTER NINE Workshop Exercises
9.1 Vagaries in Contract Language—Claim 1 Installation of Pipelines in a Tunnel
9.2 Contract Intent—Claim 2
9.3 Direct and Consequential Costs—Claim 3
Summary
9.4 Extra Work Dispute—Claim 4
9.5 The Great Asphalt Robbery—Claim 5
9.6 The Reimbursable Cost Offshore Bonanza—Claim 6
9.7 The “Life” of the Contract—Claim 7
9.8 Unproven Technology—Claim 8
CHAPTER TEN Manuals and Models
10.1 The Quality Manual
10.2 The Project Proposal
10.3 The Project Record Book
10.4 The Construction Control Plan
10.5 Appendix 1
10.6 Appendix 2
10.7 Appendix 3
10.8 Appendix 4
10.9 Appendix 5
Glossary of Terms 2100433B
