Assembling A Collaborative Team - Other - Page 70
Assembling a Collaborative Project Team
Establishing the Contractual Tree
As highlighted in the last section, the preparation of the Contractual Tree can
be undertaken when the Project Roles Table is being completed and the two are
intrinsically linked. They have, however, been kept as two distinct activities due to
the different outputs that are created. There can also be benefits in considering
the project roles in isolation from contractual issues.
The Contractual Tree is prepared using the parties identified in the Project Roles
Table. One Contractual Tree should be sufficient for the majority of projects, although
where a design and build contract is utilised a second Contractual Tree may be
required to clarify any contractual changes (for example, novation) even though
the parties involved may remain the same (see Figures 6.5 and 6.6).
When preparing the Contractual Tree, consideration can also be given to how
each party will be procured and appointed as part of the broader procurement
strategy. For example, fee proposals, competitive interviews or invited competition
are some of the methods that might be used to appoint the architect. Certain
decisions will be required at Stage 0 and, as part of the initial considerations for
assembling the project team, there may be advantages in producing an initial
Contractual Tree.
Some consultants may be appointed as subconsultants to other consultants and
this consideration is an essential element in the preparation of this document.
Indeed, it would be possible to generate a number of Contractual Trees for the
same Project Roles Table.
On the following pages, examples of the Contractual Trees that match the Project
Roles Tables set out in Figures 6.3 and 6.4 are illustrated. To underline the previous
point, it can be seen in the large project example that if the client were to appoint
the structural engineer directly it would result in a different Contractual Tree
without impacting on the Project Roles Table.
A Contractual Tree can be prepared using different means and therefore no
templates are necessary or provided in this publication.
The Contractual Tree and Project Roles Table are simple but extremely important
documents. They require close consideration and act as the backbone for the
preparation of more detailed appointment documents and the related appendices,
which are considered next.
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