Record review navigator
SCL Protocol Appendix B
Contract and Tender Documents Navigator
Review whether the executed contract and tender record preserves the documents used to examine entitlement, time assumptions and the valuation basis. The navigator records availability and gaps. It does not decide whether any record proves delay, disruption, causation, quantum or entitlement.
Executed contract record
Check the signed and incorporated documents that define the works, contractual duties, time basis and pricing record.
Source: Appendix B, sections 6.1-6.3, printed page 78
Contract agreement
Retain the overarching agreement signed by the parties.
Contract-negotiation correspondence
Retain correspondence from the contract negotiations, together with any intent or award letter.
Conditions of contract
Retain the general conditions and all special or particular conditions.
Specifications and Employer's requirements
Keep the specifications and the Employer's requirements incorporated into the contract.
Drawings
Retain the drawings forming part of the contract record.
Pricing schedule or bills of quantities
Keep the pricing schedule or bills of quantities used by the contract.
Contractor's tender submission
Retain the Contractor's tender submission and every clarification to it.
Document order of priority
Confirm that the contract agreement records the order of priority to be used if incorporated documents conflict.
Pre-contract tender record
Review the material issued or produced by the Employer, the Contractor and other tenderers before contract execution.
Source: Appendix B, section 6.4, printed pages 78-79
Instructions to tenderers
Retain the Employer's tender instructions and the draft contract issued with them.
Employer clarifications
Keep clarifications issued by the Employer about the instructions or draft contract.
Tender submissions and clarifications
Retain technical and commercial submissions from all tenderers and the related clarifications.
Contractor's tender build-up
Keep the Contractor's estimating information and tender build-up.
Employer's tender evaluation
Retain the Employer's evaluation of the tenders received.
Liquidated-damages rate calculations
Keep the Employer's calculations supporting any liquidated-damages rates stated in the contract.
Review findings
No review items have been entered. Complete the record review before relying on this page as an action list.
How to use this navigator
Records required before review
Obtain the executed agreement, contract conditions, specifications, drawings, pricing documents, tender correspondence, submissions, evaluations and estimating information. Use the executed contract to identify any extra record duties.
Review sequence
- Work through each record group.
- Mark every item as Available, Gap or Not reviewed.
- Add the controlled record reference or assigned action.
- Open Findings and transfer gaps to the project action register.
Rating rule
High applies when at least one gap is recorded. Medium applies when no gap is recorded but one or more areas remain unanswered. Low applies only when all 14 areas are recorded as available. Awaiting applies before entry.
Closing evidence
Retain the record index, file references, action owner, target date and evidence that each recorded gap was closed.
This is a training aid. It does not give legal advice, and it does not assess admissibility, evidential weight or contractual compliance.