Contracts
The app has two kinds of contract. Both kinds share the same terms and the same states.
| TBA contract | Service contract | |
|---|---|---|
| Between | TBA and a client | TBA and a provider |
| Covers | The assets TBA looks after for the client | One service type on one or more assets |
| Amount | Importe anual (Annual amount): what the client pays TBA | Coste anual (Annual cost): what TBA pays the provider, before VAT |
TBA contract
The TBA contract is the framework contract between TBA and a client. It groups the assets that TBA manages for that client. A client can have several.
Service contract
The service contract is the contract with a provider for one service type on one or more assets of the same client. Besides the common terms, it records:
- The Alcance (Scope): Preventive, Corrective and Emergencies.
- The Cláusula de penalización (Penalty clause).
- The Horario de servicio (Service hours): 24 h or Daytime hours.
- The Teléfono de urgencias (Emergency phone) and the Protocolo de aviso (Call-out protocol).
- The Subcontrata (Subcontractor), if there is one.
- The FM responsible for the contract.
The service contract contains the installations it maintains and their maintenance plans.
Terms
Every contract has these terms:
| Term | What it means |
|---|---|
| Inicio (Start) | The day the contract starts. |
| Duración inicial (Initial term) | The months the contract runs from the start, before any renewal. |
| Preaviso (Notice period) | The time before the end of the term by which a party must give notice if it does not want to renew. |
| Renovación automática (Auto-renewal) | When it is on, the contract extends by one Periodo de renovación (Renewal period) each time it ends without notice. |
| Revisión de precio (Price increase) | How the amount changes each year: CPI, Collective agreement, Fixed index, Negotiated review or No review. |
| Copia firmada (Signed copy) | The PDF of the signed contract. |
Notice deadline
The notice deadline is the last day on which a non-renewal notice still stops the next renewal. The app calculates it from the end date of the term and the notice period.
A contract is En preaviso (In notice) when its notice deadline falls within the next 90 days. That is the time to decide whether to renew it.
Contract years and instalments
A contract year is one calendar year of the contract. Each contract year has its own amount, number of invoices and instalment.
- Each year's amount starts from the previous year's amount plus the price increase.
- The instalment is the year's amount divided by the number of invoices. The last invoice of the year absorbs the rounding.
- If the contract starts or ends mid-year, that contract year covers only the days the contract runs.
The provider's invoices fill the instalments in the order they were issued. See Invoices.
States
| State | When |
|---|---|
| Borrador (Draft) | Nobody has sent it for signature. |
| Pendiente de firma (Pending signature) | It was sent for signature and the signature is missing. |
| Firmado (Signed) | It is signed and its start date has not arrived yet. |
| Vigente (In force) | It is signed, has started and has not ended. |
| Finalizado (Finished) | It ran its term without renewing. |
| Rescindido (Terminated) | Someone terminated it early. |
A Finalizado contract ran its full term. A Rescindido contract ended early. You can Eliminar (Delete) only a contract in Borrador.