地面工程合同：汉英对照思维导图模板

CHAPTER ONE Client Policy and Practice

1.1 Introduction

1.2 The Fundamental Contract Document

1.2.1 Letters of Intent

1.3 Invitations to Bid

1.4 Lump Sum Contracting Preferred

1.4.1 Lump Sum Advantages

1.4.2 Lump Sum Disadvantages

1.5 Lump Sum Plus Unit Rates

1.6 Unit Rate Only

1.7 Reimbursable Cost Contracts Where Necessary

1.7.1 Advantages of Reimbursable Cost Contracts

1.7.2 Disadvantages of Reimbursable Cost Contracts

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

1.12.1 Advantages for the Contractor

1.12.2 Disadvantages for the Contractor

1.12.3 Advantages for the Client

1.12.4 Disadvantages for the Client

1.12.5 General Observations

1.13 Prime Contracts

1.14 Professional Services Contracts

1.15 Short Form Contracts

1.16 Incentive Plans

1.16.1 Plans for Lump Sum and Unit Price Contracts

1.16.2 Plans for Cost Plus and Day Rates Contracts

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?

2.4 Job Explanation Meeting

2.5 Site Visit

2.6 Bid Package Worksheets

2.6.1 Request for Quotation

2.6.2 Instructions to Bidders—RFQ Checklist, Electrical

2.6.3 Part 2—Scope of Work

2.6.4 Technical Checklists

2.6.5 Part 4—Commercial Terms, Lump Sum Worksheet

2.6.6 Schedule

2.6.7 Subcontractors

2.6.8 Notes

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

4.1.1 Communication with Bidders

4.1.2 Checking 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)

5.2.1 Introduction

5.2.2 Quality Assurance Program/Manual Requirement

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

4.1 Basic Objectives

4.2 Contract Values

4.3 Potential Changes

4.4 Cost Appraisal

4.5 Cost Forecasting

4.6 Monitoring and Reporting

1.Purpose

2.Definitions

3.Responsibilities

4.Descriptions

4.1 Basic Objectives

4.2 PCE

4.5 CCE

4.6 AFE

4.7 Baseline Revisions

5.3 Contractor＇s Procedures：The Work Procedure

1.1 Setting out

1.1.1 Checking centerline

1.1.2 Longitudinal profile

1.1.3 Cross sections

1.1.4 Bottom of trench and top of construction road

1.1.5 Determination of rock line

1.1.6 Information for drilling and blasting

1.2 ROW principle

1.2.1 Preparation of ROW

1.2.2 Soils handling

1.2.3 Determination of rock line

1.3 Water disposal

1.3.1 Method

1.4 Drilling and blasting

1.4.1 Mode of operation

1.4.2 Safety measures

1.5 Construction road

1.5.1 Construction road materials

1.5.2 Construction road in bog areas

1.5.3 Crossing of trench

1.6 Trenching

1.6.1 Type of trench

1.6.2 Type A

1.6.3 Type B

1.6.4 Type C

1.6.5 Excavated material

1.6.6 Quality control

1.7 Laying bed

1.7.1 Start of work

1.7.2 Specification

1.7.3 Quality control

1.8 Backfill

1.8.1 Methods

1.8.2 Quality control

1.8.3 Materials

1.8.4 Road crossings

1.9 Land drains

1.9.1 Specifications

1.9.2 Drainage

1.9.3 Drainage of working area

1.10 Water stops

1.10.1 Specification

1.10.2 Installation

1.11 Concrete construction

1.11.1 Specification

1.11.2 Application

1.11.3 Formwork

1.11.4 Reinforcement

1.11.5 Positioning

1.11.6 Firm rock foundations

1.12 Cleanup and landscaping

1.12.1 Locations

1.12.2 Contours

1.12.3 Dump areas

1.12.4 Fences

1.12.5 Topsoil

1.12.6 Revegetation

1.13 Inspection of civil works

1.13.1 ROW and grade

1.13.2 Trenching

1.13.3 Backfill

1.13.4 Cleanup and landscaping

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

7.3.1 Faulty Project Planning

7.3.2 Errors and Omissions in the Bid Package

7.3.3 Poor Material and Materiel Planning

7.3.4 Contract Format

7.3.5 Short Cuts

7.3.6 Acceptance of Ultra-Low Bidder

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

7.12.1 Notes for the Client

7.12.2 Notes for the Contractor

7.12.3 Notes for Both Sides

7.12.4 Claims after Contract Completion

7.12.5 Substantial Claims

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

9.2.1 Contractor＇s Case

9.2.2 Client＇s Response

9.3 Direct and Consequential Costs—Claim 3

Summary

9.4 Extra Work Dispute—Claim 4

9.4.1 Introduction and History of Events

9.4.2 Contractor＇s Claim Position

9.4.3 Summary and Significant Dates

9.4.5 Cooling System—Client＇s Fair Price Estimate July 1992

9.4.6 Cooling System—Contractor＇s As Built Costs

9.4.7 Relevant Extracts from the Terms and Conditions of the Contract

9.4.8 Notes for the Teams

9.5 The Great Asphalt Robbery—Claim 5

9.5.1 Confusion in the Choice of Contract Format

9.6 The Reimbursable Cost Offshore Bonanza—Claim 6

9.6.1 Analysis

9.7 The “Life” of the Contract—Claim 7

9.7.1 Analysis

9.8 Unproven Technology—Claim 8

9.8.1 Analysis

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

10.5.1 Standard Contract Forms

10.5.2 Part 1 Articles of Agreement

11.3.1 Such Workmens＇ Compensation and Employer＇s Liability Insurance as shall be necessary and adequate to cover all the Contractor＇s personnel while engaged in the Work.

11.3.2 Comprehensive Bodily Injury and Property Damage Liability Insurance covering all the Contractor＇s work under this Contract.

11.3.3 Public Liability and Property Damage Insurance covering the Contractor＇s owned or hired vehicles and equipment.

10.5.3 Part 2 Scope of Work

10.5.4 Part 3 Master Schedule

10.5.5 Part 4 Payment Details

10.5.6 Part 5 Company—Supplied Materials and Equipment

10.5.7 Part 6 List of Specifications

10.5.8 Part 7 List of Drawing Numbers

10.5.9 Part 8 Special Terms and Conditions

10.6 Appendix 2

1.1.1 Article 16.PATENT DESIGN AND COPYRIGHT INDEMNI

1.2.1 Section 3.0 Welding Subsection 3.4

1.3.1 Section 2.0 Contract Completion

10.7 Appendix 3

10.8 Appendix 4

10.9 Appendix 5

Glossary of Terms

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

1.4.1 总包的优势

1.4.2 总包的劣势

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）

1.7.1 成本补偿合同的优势

1.7.2 成本补偿合同的劣势

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

1.12.1 承包商的优势

1.12.2 承包商的劣势

1.12.3 委托方的优势

1.12.4 委托方的劣势

1.12.5 综合观察

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

1.16.1 总价合同和单价合同的激励计划

1.16.2 成本加利润合同与计日制合同的激励计划

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

2.6.1 报价邀请函

2.6.2 投标人须知——电子格式的询价清单

2.6.3 第二部分——工作范围

2.6.4 技术一览表

2.6.5 第四部分—商业条款、总价工作表

2.6.6 进度

2．6.7 分包商

2.6.8 附注

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

4.1.1 与投标人的沟通

4.1.2 检查标书

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）

5.2.1 引言

5.2.2 质量保证程序和手册要求

5.2.2.1 质量保证手册的内容

5.2.2.2 与质量有关的记录

5.2.2.3 合同管理规程

4.1 基本目标

4.2 合同价值

4.3 潜在的更改

4.4 成本评价

4.5 成本预测

4.6 监测和报告

4.1 基本目标

4.2 项目控制概算（PCE)

4.3 主要控制概算（MCE)

4.4 检查概算

4.5 当前的控制概算（CCE)

4.6 批准开支（AFE）

4.7 基准修订

5.3 承包商的程序：工作程序

1.1 放样

1.1.1 校验中心线

1.1.2 纵剖面

1.1.3 横截面

1.1.4 沟底和施工道路顶面

1.1.5 岩基线测定

1.1.6 钻孔和爆破资料

1.2 路权（ROW）要素

1.2.1 路权（ROW）准备

1.2.2 土壤处理

1.2.3 岩面线确定

1.3 水处理

1.3.1 方法

1.4 钻孔和爆破

1.4.1 作业模式

1.4.2 安全措施

1.5 施工道路

1.5.1 施工道路材料

1.5.2 在沼泽地区的道路施工

1.5.3 沟渠穿越

1.6 挖沟

1.6.1 沟渠类型

1.6.2 类型A

1.6.3 类型B

1.6.4 类型C

1.6.5 挖掘出的物质

1.6.6 质量控制

1.7 铺设底层

1.7.1 工程开始

1.7.2 规格

1.7.3 质量控制

1.8 回填

1.8.1 方法

1.8.2 质量控制

1.8.3 原材料物质

1.8.4 道路穿越

1.9 陆上排水

1.9.1 规范

1.9.2 排水系统

1.9.3 工作区排水系统

1.10 止水带

1.10.1 规范

1.10.2 安装

1.11 混凝土施工

1.11.1 规范

1.11.2 用途

1.11.3 模具

1.11.4 补强

1.11.5 就位

1.11.6 坚固岩石基础

1.12 清扫和景观美化

1.13 土建工作检查

1.13.1 路权和等级

1.13.2 挖沟

1.13.3 回填

1.13.4 清理及景观美化

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

7.3.1 有缺点的项目规划

7.3.2 投标方案中的错误和疏漏

7.3.3 不良物料和物料计划

7.3.4 合同格式

7.3.5 捷径

7.3.6 接受出价超低的投标人

7.3.7 未能强调满意完成工程所必需的范围要求

7.3.8 中标人匆忙草率地检查合同文件会影响到合同的执行

7.3.8.1 一般条款或者协议条款

7.3.8.2 工作范围

7.3.9 业主未能对签订成本补偿合同的承包商实行严格的控制、审计及合同合规安排

7.4 合同签订之后

7.5 施工索赔的类型

7.5.1 合同语言的错误、疏漏和多变

7.5.2 合同意向上的争议

7.5.3 额外工作上的争论——是否属于工作范围？

7.5.4 委托方认可工作在合同范围之外，但是在索赔金额上有争议

7.5.5 因逾期付款而产生的利息

7.5.6 意外事件

7.5.7 情感索赔

7.5.8 延误

7.5.9 中断

7.5.10 违约

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

7.12.1 委托方须知

7.12.2 承包商须知

7.12.3 双方须知

7.12.4 合同完成后的索赔

7.12.5 巨额索赔

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

9.2.1 承包商的情况

9.2.2 委托方的反应

9.3 直接和间接费用——索赔三

总结

9.4 额外工程纠纷——索赔四

9.4.1 简介和事件历史

9.4.2 承包商的索赔立场

9.4.3 总结和重要的日期

9.4.4 冷却系统—承包商初步估计的明细账目（1992年6月31日）（表9.1）

9.4.5 冷却系统—委托方的合理价格估计（1992年7月）（表9.2）

9.4.7 合同条款和条件的相关摘录

9.4.8 团队须知

9.4.8.1 合同情况

9.4.8.2 注意事项

9.4.8.3 专门问题小组

9.4.8.4 谈判

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

10.5.1 标准合同格式

10.5.2 第一部分协议条款

10.5.3 第二部分工作范围

10.5.4 第三部分主进度计划

10.5.5 四部分付款细

10.5.6 第五部分委托方提供的材料和设备

10.5.7 第六部分规范清单

10.5.8 第七部分图纸编号清单

10.5.9 第八部分特殊条款和条件

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