Detailed CAD Template - Final

Shapoorji Pallonji and Co. Pvt. Ltd.
Project ID
Region CAD CONTRACT APPRECIATION DOCUMENT
Project :
CONTRACT APPRECIATION DOCUMENT (CAD)

Project Code :
Revision No : 000
Revision Date : …. / …. / 20….
DOCUMENT RELEASE AUTHORIZATION
Prepared by Project Contract Manager :
Reviewed by RO Contracts :
Approved by HOD Contracts :
Issued as : CONTROLLED COPY / UNCONTROLLED COPY for information purpose

(appropriate status to be highlighted)
SHAPOORJI PALLONJI
Address:
Project :
T APPRECIATION DOCUMENT (CAD)

Project Code :
Revision No : 000
Revision Date : …. / …. / 20….
OCUMENT RELEASE AUTHORIZATION
ED COPY / UNCONTROLLED COPY for information purpose

(appropriate status to be highlighted)
SHAPOORJI PALLONJI
Address:
0 Shapoorji Pallonji and Co. Pvt. Ltd.
Region
0
CAD CONTRACT APPRECIATION DOCUMENT
History of Revisions
Rev. No Revision Date Chapter / Clause no & text affected Reasons for revision
Rev. 0 First Issue

Project ID
History of Revisions
Reasons for revision
First Issue
Page : ….. of …….
0 Shapoorji Pallonji and Co. Pvt. Ltd. Project ID
Region
0
CAD CONTRACT APPRECIATION DOCUMENT 0
INDEX
Chapter No Title of Chapter Page No
1 SALIENT FEATURES OF CONTRACT
2 IMPORTANT SUBMITTALS / DUE DATES
3 INSURANCE
4 SECURITIES / GAURANTEES ETC.
5 NOTICE REQUIREMENTS
6 COMMENCEMENT, COMPLETION & SCHEDULES
7 PAYMENT TERMS
8 TAXATION & SUBSEQUENT LEGISLATION
9 VARIATIONS
10 PRICE ADJUSTMENT/ESCALATION
11 PROCEDURE FOR CLAIMS
12 DISPUTE REDRESSAL SYSTEM
13 ENTITLEMENTS - EOT / COST
14 COMPENSATION / RECOVERIES
15 CONTRACTOR'S OBLIGATIONS
16 OWNER / ENGG'S OBLIGATIONS
17 DEFAULTS - OWNER / ENGG / CONTRACTOR
18 DISCLAIMER & UNDERTAKINGS
19 LAW, LANGUAGE, JURISDICTION
20 BRIEF SCOPE OF WORKS
21 SUSPENSION & TERMINATION
22 DEFECTS LIABILITY PERIOD
PROCESS FLOW CHARTS: VARIATION & EXTRA ITEMS, EXTENSION OF TIME

23
PROCESS FLOW CHARTS: TERMINATION ,CLAIMS & ARBITRATION/DISPUTE RESOLUT

24
25 CONTRACTUAL RISKS & OPPORTUNITIES SUMMARY
Page : ….. of …….
0
INDEX
Page No
Page : ….. of …….
Region
0
CAD CONTRACT APPRECIATION DOCUMENT 0
INDEX PAGE
1 Salient Features of Contract
1 Name of Contract:
2 Contract No.: Date:
Page : ..... of .....

Region
0
CAD 0
CONTRACT APPRECIATION DOCUMENT
2 Important Submittals / Due Date

Timeline for
Ref. No. Clause No. Page No. Description of Clause No. of Copies
Submission
Page .... of ....

Timeline for
Ref. No. Clause No. Page No. Description of Clause No. of Copies
Submission
Page .... of ....

ji Pallonji and Co. Pvt. Ltd. Project ID
0
T APPRECIATION DOCUMENT 0
INDEX PAGE
Important Submittals / Due Date
Observations/Pertinent Point
Page .... of ....

Page .... of ....

Region
0
CAD 0
CONTRACT APPRECIATION DOCUMENT 0
INDEX PAG
0
3 Insurance
Description of Clause Observations/Pertinent Point

Page
Ref. Clause No.
No.
(Insert Brief of contract clause; entire clause need
not be reproduced)
CAR Policy:
Third Party Liability:
CPM Policy:
Workmen Compensation:
Accident Insurance Policy:
Professional Indemnity:
Any other
Page .... of ....

Region
0
CAD 0
4 SECURITIES / GAURANTEES E
Sr. No Type of Guarantee % of CV BG Amount Validity
Advance BG
Performance BG
Retention BG/SD
Professional indemnity bond
Waterproofing guarantee
Any other
Interest on Advance?
o. Pvt. Ltd. Project ID
N DOCUMENT 0
ES / GAURANTEES ETC.
Claim Period Remarks INDEX PAGE

Region
0
CAD 0
5 Notice Requirements
Ref. Clause No. Page No. Description of Clause Notice Time Period Notice To Observation
(Insert Brief of c
clause need
Page .... of ....

Ref. Clause No. Page No. Description of Clause Notice Time Period Notice To Observation
Page .... of ....

0
Notice Requirements
(Insert Brief of contract clause; entire
clause need not be reproduced)
Page .... of ....

Page .... of ....

Region
0
CAD 0
IN
0
6 Commencement, Completion & Schedules
Ref. Clause No. Page No. Description of Clause Observations/Pertinent Point
(Insert Brief of contract clause; entire clause need not be

reproduced)
Date for Submission of Price
Bid
Order to Commence
Time for Completion /
milestones
Extension of Time
Liquidated damages
Bonus
Certificate of Completion
Defects Liability Period

Operation & Maintenance
Period
Detailed project schedule
Programme scheduling
Programme Re-scheduling
Contractor's work programme

Detailed design criteria /
memo
Schedule indicating
methodology for phasewise
submission of design
documents & drawings
Contractor to Construct the
Works
The Works to be completed
by the Intended Completion
Date
Delay Events
Page .... of ....

Region
0
CAD 0
7 Payment terms and billing
(Insert Brief of contract clause; entire clause need not be reproduced)
Minimum Billing Amount
Certification Timelines
Payment timelines
Final bill
Payment Deafault remedy

Submittals for processing RA
bills
Submittals for processing
Final bill
PAYMENT TERMS & TIMELINE FLOW CHART
Interim Bills Final Bill
RA submission (….) Final Bill submission (….)
Adhoc Final Bill Cerification
Cerification Payment
Cerification
t Details in the flow chart
Page .... of ....

Region
0
CAD 0
8 Taxation & Subsequent Legislation

reproduced)
Contract Price
Taxes & Duties
Duties / Levy
Royalties
Labour Cess
Contractor's liability for taxes,
levy etc.
Deduction / withholding of
taxes, duties by Owner
detailed calculations of such
deductions
Concession on custom Duty
Deemed export benefits

If deemed export benefits not
granted
Customs duty on construction
equipment & materials
taxes leviable in the state of
………
Entry tax on goods
Page .... of ....

Region
0
CAD 0
9 Variations
Rights of the Corporation
Deviation / Variation
Deviation / Variation Limit
Payment for Variations
Page .... of ....

Region
0
CAD 0
INDE
0
10 Price Adjustment
Page
Ref. Clause No. Description of Clause Observations/Pertinent Point
No.
reproduced)
Bill of Quantities (Preamble)
Specifications
Offshore Price Adjustment
Onshore Price Adjustment
Star Rates (if applicable)
Other changes in cost
Adjustment Formulae
Constant, Weightings,
Source of lndices and Base
Year
Free Issue Materials (if any)
Wastage Limits for Material
Consumption
Page .... of ....

Region
0
CAD 0
11 Procedure for Claims
Ref. Clause No. Page No. Description of Clause Observations/Pertinent
(Insert Brief of contract clause; entire clause
Contractor's Claims Procedure

Employer's Claims Procedure if
any
Determinations Procedure
Termination
Payment upon termination

Pvt. Ltd. Project ID
OCUMENT 0
INDEX PAGE
dure for Claims
nsert Brief of contract clause; entire clause need not be reproduced)

Region
0
CAD 0
12 Dispute Redressal System
Ref. Clause No. Page No. Description of Clause Observations/Pertin
(Insert Brief of contract clause; entire clau

OCUMENT 0
INDEX PAGE
Redressal System
nsert Brief of contract clause; entire clause need not be reproduced)

Region
0
CAD 0
I
13 ENTITLEMENT : EOT / COST
Ref. Clause No. Page No. Description of Clause EOT COST Prohibition / Restriction
Suspension of Work
Terrorist action affecting the Works
at Site or any component
General Strikes / Transport Strikes /
All India Shrikes wrt Cement, Steel,
Oil.
Failure to fulfill Owner’s obligations
Delayed Payment
Force Majeure
Delay on part of other contractor or
other parties engaged directly by
owner
any court order
any other event which according to
PIC is not due to the Contractor's
failure.
Default / breach of Contract
Liquidated Damages
Change in Law
Incentive for Early Completion
Price Adjustment
Delay in Possession of Site with
Access thereto
Delay in Drawings issue / approval
Delay due to hindrances
Delays caused by Authorities
Delays due to suspension of works
Delays due to Employer's Risks
Delay due to other reasons

Extension of the Intended completion
Date
Page .... of ....

Page .... of ....
Region
0
CAD 0
14 COMPENSATION / RECOVERIES
Ref. Clause No. Page No. Description of Clause Observations/Pertinen

(Insert Brief of contract clause; entire
reproduced)
Compensation Receivable due
to delays / suspensions specified
if any
Supervision Charges
Bonus
Liquidated or un-liquidated
damages
For Intermediate Milestones if
any
OCUMENT 0
INDEX PAGE
TION / RECOVERIES
reproduced)
Region
0
CAD 0
INDEX PAGE
15 Contractor's Obligations
Page
No.
reproduced)
Design Scope
Design Liability
Inspection and Testing
Obligations before Taking Over
Taking Over Certificate

Performance Certificate (after
DLP)
Drawings & photographs of the
works
Power of Attorney
Contractor's Staff
Contractor's Representative
Contract Labour (Regulation &
Abolition) Act 1970
Minimum Wages Act 1970
Safety Provisions
Provision of First - Aid Box
The Apprentices Act 1961
Personnel
Temp. Site office for the
Engineer (For Works costing
above Rs. 5 millions only)
Contractor's Office near Works
Erection & removal of office on
completion of works
Use of Municipal Land
Access to Works / Site

Water Supply for Construction
Purpose
Electric Supply
Contractor to protect the Work
Fencing, Watching & Lighting

Employees and Workmen
Compensation
Third Party Liability
Page .... of ....

Page
No.
CPM Policy
Professional Indemnity
General Responsibility
Suspension of Work
Extension of Time
Force Majeure
Defects Liability Period
Latent Defects Warranty
Performance Security
Approval / Comments on all
design & drawings
alteration / modification /
changes etc.
Liasoning with owner
Liasoning with concerned
Authorities
Project Completion Report
Design briefs / memorandums
Detailed designs
Additional Investigations
Materials & Workmanship
Taxes / Duties
Royalties
Transfer of Property
Spares
Replacement of Spare During
DLP
Warrantee and liability
Indemnity Bond
Inland Transportation
Transport from Store to Site
Route permits
Storage Instructions
Other Contractors
Page .... of ....

Region
0
CAD 0
INDEX PAGE
16 Owner / Engg.'s Obligations

Page
No.
(Insert Brief of contract clause; entire clause need
not be reproduced)
Approval of Contractor's
Documents
Approval by the Engineer
Engineer's Decisions
Instructions
Abolition)&ActOther
Building 1970 Construction
Worker Act 1996 (Regulation of
Employment & Conditions of
Service) and Cess Act 1996
Personnel
Erection & removal of office on
completion of works
Suspension of Works
Certficate of Completion
Final Acceptance Certificate
Final Payment Certificate

Detailed drawings of major
construction equipments &
other facilites
Progress Certificates
Taxes / Duties / Levies
Transfer of Property
Prolonged effect of Force
Majeure
General
Obligation of Owner
Effect of changes in law

Programme - Scheduling / Re-
scheduling
Approval / comments on all
design & drawings
Test & Inspection
Page .... of ....

Region
0
CAD 0
INDEX PAGE
17 Defaults : Owner / Engg. / Contractor

Page
No.
reproduced)
Contractor's Representative
Safety Provisions
The Apprentices Act 1961
Fencing, Watching & Lighting

Labour & Compliance with
Labour / industrial &
other laws
Benefit of Insurance Policy
Insurance policies by Sub-
Contractor
Failure to maintain Insurance
Policy
Defaults of Contractor
If expel the contractor
Defaults of Owner
Termination (in the event of
payment defualt)
Termination (in the event of
Owner becoming bankrupt)
Amount paid to contractor at the
time of termination of contract
Page .... of ....

Region
0
CAD 0
18 Disclaimer & Undertakings

Page
Ref. Clause No. Description of Clause Observations/Brief of contract clause/Pertinent P
No.
(Insert Brief of contract clause; entire clause need not be r
Performance of Contract
Relationship with
Corporator(s)
Inspection of Site &
Sufficiency of Tender
EMD
Process to be Confidential
Taxes, Duties, Levies etc.

Stamp Duty, Legal & Statutory
Charges
Indemnity Bond
Labour & Compliance with
Labour / industrial &
other laws
Employment of Labour
Compliance with Labour
Regulations
Details to be Confidential
Official Secrecy
Insurance Indemnity
Undertaking from nominated
manufacturer
Royalty
Patent Rights & Fossils

Access routes, surrounding
topography, access to site
Page .... of ....

INDEX PAGE
Disclaimer & Undertakings
Observations/Brief of contract clause/Pertinent Point
Page .... of ....

Region
0
CAD 0
19 Law, Language, Jurisdiction
(Insert Brief of contract clause; entire clause
Governing Law
Language of Contract
Jurisdiction of courts
Salient features of some major labour laws applicable to establishment engaged in Building & Other Construction Wo
Labour
Compliance with Labour Regulations
Workmen Compensation Act 1923
Payment of Gratuity Act 1972
Employees PF and Miscellaneous

Provisions Act, 1952
Maternity Benefit Act 1951

Abolition) Act 1970
Minimum Wages Act 1970
Page .... of ....

Region
0
CAD 0
19 Law, Language, Jurisdiction
Payment of Wages Act 1936
Equal Renumeration Act 1979
Payment of Bonus Act 1965
Industrial Disputes Act 1947
Page .... of ....

Project ID
0
INDEX PAGE
Law, Language, Jurisdiction
blishment engaged in Building & Other Construction Works (BoCW)
Page .... of ....

Project ID
0
INDEX PAGE
Law, Language, Jurisdiction
Page .... of ....

Region
0
CAD 0
20 SCOPE OF WORKS
Scope of Works
During Construction Defects Liability Period During O&M Period

INDEX PAGE
During O&M Period

Region
0
CAD 0
21 Suspension and Termination

(Insert Brief of contract clause; entire clause nee
not be reproduced)
Project ID
0
INDEX PAGE
mination
servations/Pertinent Point
f contract clause; entire clause need
not be reproduced)
Region
0
CAD 0
22 Defects Liability Period

(Insert Brief of contract clause; entire clause nee
not be reproduced)
Identifying Defects
Correction of defects
noticed during the
Defects Liability Period of
18 months
Uncorrected defects
Project ID
0
INDEX PAGE
Period
servations/Pertinent Point
f contract clause; entire clause need
not be reproduced)
Region
0
0 D&B
23 Process Flow Charts

1 Variations and change order,Extra Items
2 Extension of time
Note: Prepare flow chart for the processes mentioned above. A pictorial representation of the steps to be taken (including ti
For ease of reference the Clause nos. are shown as:
1. Clause xx of GCC (Pg. xx) – [A]

2. Clause xx of GCC (Pg. xx) – [B]
3. Clause xx Pg. xx) – [C]
VARIATIONS & EXTRA ITEM
Clauses of contract are to be

cross referenced as (A) (B) (C)
etc (Ref. sample flow charts)
Note : Structure of flow chart is indicative ; Pl add/delete boxes to accommodate the provisions of the clauses of a
Pl refer sample flow charts to develop further, You may create the flow charts in word as per convenience
Shapoorji Pallonji and Co. Pvt. Ltd. Project ID
D&B
INDEX PAGE
Process Flow Charts

r,Extra Items
A pictorial representation of the steps to be taken (including timelines for decision etc)
reference the Clause nos. are shown as:
4. …..
EXTENSION OF TIME
boxes to accommodate the provisions of the clauses of a specific contract
reate the flow charts in word as per convenience
Region
0
0 CONTRACT APPRECIATION DOCUMENT
24 Process Flow Charts

3 Termination
4 Claims & Dispute Resolution / Arbitration
Note: Prepare flow chart for the processes mentioned above. A pictorial representation of the steps to be taken (including ti
For ease of reference the Clause nos. are shown as:

1. Clause xx of GCC (Pg. xx) – [A]
2. Clause xx of GCC (Pg. xx) – [B] 4. …..
3. Clause xx Pg. xx) – [C]
TERMINATION CLAIMS AND DISPUTE RES
Clauses of contract are to be

cross referenced as (A) (B) (C)
etc (Ref. sample flow charts)
Note : Structure of flow chart is indicative ; Pl add/delete boxes to accommodate the provisions of the c
Pl refer sample flow charts to develop further, You may create the flow charts in word as pe
nji and Co. Pvt. Ltd. Project ID
ECIATION DOCUMENT 0
INDEX PAGE
Process Flow Charts
n of the steps to be taken (including timelines for decision etc)
use nos. are shown as:
4. …..
CLAIMS AND DISPUTE RESOLUTION/ARBITRATION

commodate the provisions of the clauses of a specific contract
create the flow charts in word as per convenience
Region
0
CAD CONTRACT APPRECIATION DOCUMENT
25 Contractual Risks and Opportunities Summ
Ref. Clause No. Page No. Description of Clause Observation

(Insert Brief of contract clause; ent
reproduced)
OCUMENT 0
INDEX PAGE
and Opportunities Summary
Observations
reproduced)

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Shapoorji Pallonji and Co. Pvt. Ltd.

CONTRACT APPRECIATION DOCUMENT (CAD)

Revision Date : …. / …. / 20….

DOCUMENT RELEASE AUTHORIZATION

Prepared by Project Contract Manager :

Approved by HOD Contracts :

Issued as : CONTROLLED COPY / UNCONTROLLED COPY for information purpose

T APPRECIATION DOCUMENT (CAD)

Revision Date : …. / …. / 20….

OCUMENT RELEASE AUTHORIZATION

ED COPY / UNCONTROLLED COPY for information purpose

Rev. 0 First Issue

Reasons for revision

Chapter No Title of Chapter Page No

1 SALIENT FEATURES OF CONTRACT

2 IMPORTANT SUBMITTALS / DUE DATES

4 SECURITIES / GAURANTEES ETC.

6 COMMENCEMENT, COMPLETION & SCHEDULES

8 TAXATION & SUBSEQUENT LEGISLATION

11 PROCEDURE FOR CLAIMS

12 DISPUTE REDRESSAL SYSTEM

13 ENTITLEMENTS - EOT / COST

16 OWNER / ENGG'S OBLIGATIONS

17 DEFAULTS - OWNER / ENGG / CONTRACTOR

18 DISCLAIMER & UNDERTAKINGS

19 LAW, LANGUAGE, JURISDICTION

20 BRIEF SCOPE OF WORKS

21 SUSPENSION & TERMINATION

22 DEFECTS LIABILITY PERIOD

PROCESS FLOW CHARTS: VARIATION & EXTRA ITEMS, EXTENSION OF TIME

PROCESS FLOW CHARTS: TERMINATION ,CLAIMS & ARBITRATION/DISPUTE RESOLUT

1 Salient Features of Contract

2 Contract No.: Date:

Page : ..... of .....

2 Important Submittals / Due Date

Page .... of ....

Page .... of ....

Important Submittals / Due Date

Page .... of ....

Page .... of ....

Description of Clause Observations/Pertinent Point

Third Party Liability:

Accident Insurance Policy:

Page .... of ....

Sr. No Type of Guarantee % of CV BG Amount Validity

Professional indemnity bond

Claim Period Remarks INDEX PAGE

Page .... of ....

Page .... of ....

Page .... of ....

Page .... of ....

6 Commencement, Completion & Schedules

Ref. Clause No. Page No. Description of Clause Observations/Pertinent Point

(Insert Brief of contract clause; entire clause need not be

Defects Liability Period

Contractor's work programme

Page .... of ....