Construction - schedule-of-rates contract management

Step by step

1. Set Up Rate ScheduleQuotes

   Load the agreed SOR into the system as the pricing basis: labor categories by trade, material line items, plant hire rates, and condition adjustments.

2. Receive Works InstructionJobs

   Log the client's works instruction or task order against the SOR contract reference, capturing location, scope, access restrictions, and target completion date.

3. Raise Job with Estimated QuantitiesJobs

   Create a job record referencing the works instruction. Apply SOR rates to estimated quantities to produce a pre-start cost estimate for the client.

4. Record Actual Site QuantitieseForms App

   As work is completed, record actual quantities of each SOR line item - trade hours, materials, plant days. Obtain site representative sign-off on daywork sheets where required.

5. Agree Measured QuantitiesJobs

   Submit measured schedules to the client's QS for agreement on larger instructions. Resolve any quantity disputes before raising a payment application.

6. Submit Payment ApplicationInvoices

   Apply agreed quantities against SOR rates to produce a payment application, broken down by works instruction reference for the client to match to approved task orders.

7. Receive Certificate and Record OutcomeInvoices

   Record the certified amount, flag any deductions or disputed items, and raise formal correspondence on disputed items rather than absorbing them.