حالات عملية / التقدير والتكلفة
التقدير والتكلفة

الاتفاق على precio extraordinario لعمل خارج الـ catálogo

أثبت قبل التسعير أن العمل لا يغطيه أي concepto في الـ catálogo، سجّله في الـ bitácora، أعدّ análisis من التكاليف الأساسية للعرض الفائز شاملة indirectos وfinanciamiento وutilidad وcargos adicionales، سوّه ضمن المهلة التي يحددها reglamento، وانقل السعر المعتمد إلى الـ estimación.

7 خطوة15 دقيقةمقاول عاممقاول باطن متخصصاستشارات التكاليف / قياس الكميات

كيف يعمل، خطوة بخطوة

7 خطوات عبر المنصة - ما تفعله في كل منها ولماذا يهم.

1

Prove the work is outside the catalogo before pricing it

جدول الكميات

Read the new work against the catalogo concepto by concepto and against what each existing unit price already includes in its specification. Write down, in one paragraph, which conceptos were considered and why none of them reaches this work, and define the scope and the unit of the new concepto precisely enough that two people would measure it the same way.

لماذا: The first question the reviewer asks is whether an existing concepto already pays for this, and a contractor who cannot answer it in writing loses the price whatever the analysis behind it looks like. Work that is genuinely inside an existing unit price and gets paid again as extraordinary is the observation that comes back at audit years later, with the money already spent.

المدخلاتCatalogo de conceptosWork the site has metالمخرجاتFinding: no concepto covers itScope of the new concepto
2

Get it instructed in the bitacora, not over the telephone

يوميات الموقع

Have the residente de obra record the instruction in the bitacora as a numbered note that says what is to be executed and why, and answer it in the bitacora too. Keep the note number with the new concepto from this point on, so every later document, analysis, estimacion and generador carries the same reference.

لماذا: The bitacora is the instrument of communication the contract recognises, so an instruction that lives anywhere else has no date and, in practice, no author. The note number is also what lets the price, the volume and the payment be tied together by a reviewer who was not there, and a chain that cannot be followed is one that gets unwound.

المدخلاتScope of the new conceptoBitacora de obraالمخرجاتBitacora note with its numberDate the clock starts
3

Take the basic costs from the proposal that won

قاعدة بيانات التكاليف

Build the costos basicos of the new concepto from the materials, labour, machinery and auxiliary costs already analysed in the winning proposal, at the values that proposal carried. Only where an input does not exist there do you go to the market, and then you attach the quotations that justify it and say so on the face of the analysis.

لماذا: The rule is that the extraordinary price is built on the same footing as the contract, because a contractor who may reprice its own inputs mid-contract holds a lever no tender ever put in the price. Marking the genuinely new inputs is what keeps the review on those three or four lines instead of on the whole analysis.

المدخلاتWinning proposal costsMarket investigationالمخرجاتCostos basicosNew inputs and their evidence
4

Cascade the indirect factors in the order the reglamento fixes

جدول الكميات

Apply the indirectos, then the financiamiento, then the utilidad and finally the cargos adicionales, each at the percentage the winning proposal carried and each computed on the base the previous step produced rather than all of them on the direct cost. Present the analysis in the same layout the proposal used.

لماذا: The order is fixed, and a cascade computed flat on the direct cost gives a different answer that looks reasonable and is wrong, in the contractor's favour often enough that reviewers check it first. Presenting it in the proposal's own layout means the reviewer compares like with like, which is the difference between a price agreed in one round and one agreed in four.

المدخلاتCostos basicosFactors from the proposalالمخرجاتAnalisis de precio unitarioProposed unit price
5

Conciliate the price and formalise what changes

الأعمال الإضافية

Submit the analysis to the dependencia, work through its observations line by line rather than by resubmitting a different total, and record the price it authorises. Where the new work also moves the contract amount or the period beyond what the contract already allows, formalise it in a convenio modificatorio and check the change against the ceiling the law puts on modifying a contract at all.

لماذا: An authorised price is what the estimacion can be built on and an unauthorised one is work already executed at the contractor's risk. The ceiling matters here rather than later: a change that exceeds what the law permits cannot be rescued by a convenio, it has to become its own procurement, and finding that out after the work is built leaves the money with no lawful route to be paid.

المدخلاتAnalisis de precio unitarioBitacora note with its numberالمخرجاتAuthorised priceConvenio where one is needed
6

Carry the authorised price into the estimacion

المالية

Add the concepto to the estimacion at the authorised price with its own numero generador showing how the volume was measured, keeping the extraordinary conceptos identifiable rather than mixed into the original catalogo lines. Amortise the anticipo and hold the fondo de garantia on them exactly as on the rest.

لماذا: Extraordinary conceptos are the first thing an auditor separates out, so an estimacion that separates them already answers the question. Keeping the amortisation and the retention rules identical avoids the other common finding, which is a concepto paid in full while the rest of the contract was still funding an advance.

المدخلاتAuthorised priceNumeros generadoresالمخرجاتConcepto on the estimacionTraceable back to the note
7

Count the natural days, not the working ones

المواعيد النهائية

Put the period for presenting the analysis and the period for the dependencia to resolve it under a reminder, counted in natural days from the date in the bitacora, and set the warning far enough ahead that the analysis is finished rather than started when it fires.

لماذا: Natural days include weekends and holidays, so a period tracked as working days is always longer than the real one and runs out earlier than the calendar suggests. A price presented late is argued about on its lateness rather than on its arithmetic, and the work is usually already built by then.

المدخلاتDate the clock startsPeriods the reglamento setsالمخرجاتDates under watchWarning before each date
الوحدات

وحدات هذا الدليل

6 / 190 من وحدات المنصة

The market this case is written for

المكسيك

Everything in this case follows how construction work is measured, priced and paid for in this market. The forms, the cost breakdown and the payment rules are the ones used there, not a generic version of them.

Standards it follows

  • CFDI 4.0
  • Ley de Obras Publicas

You do not have to set any of that up by hand. The first time you open the platform it asks which market you work in. Choose this one and it sets the interface language, loads the matching cost database and records the cost classification, and it adds an example project you can open straight away.

The rule checks for this market come with the platform too. Switch them on once and an estimate that misses something the market expects is flagged while you are still working on it, not after the tender has gone out.

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