حالات عملية / المناقصات والمشتريات
المناقصات والمشتريات

تسعير عطاء بموجب LOPSRM وتركيب أسعار الوحدة (precios unitarios) داخل العرض

اقرأ وثيقة الدعوة (convocatoria)، وحمّل جدول البنود (catálogo de conceptos) كما صدر، وابنِ التكاليف الأساسية خلف تحليل أسعار الوحدة (análisis de precios unitarios)، وتدرّج بالـ indirectos ثم الـ financiamiento ثم الـ utilidad ثم الـ cargos adicionales بالترتيب الذي تثبته اللائحة، وافحص العرض مقابل مجموعة القواعد المكسيكية قبل أن يغادر المكتب.

8 خطوة25 دقيقةمقاول عاممقاول باطن متخصصاستشارات التكاليف / قياس الكميات

كيف يعمل، خطوة بخطوة

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

1

Read the convocatoria before you price anything

إدارة العطاءات

Register the opportunity with the four things that decide whether it is worth pricing: the contract type the LOPSRM allows and the convocatoria chose, precios unitarios, precio alzado or mixto; the anticipo offered; whether the contract provides for ajuste de costos; and the full list of documents the propuesta tecnica and the propuesta economica have to carry. Put the junta de aclaraciones and the closing in the calendar the day you register it.

لماذا: The contract type changes the whole shape of the work: on precios unitarios the quantities move and the rates do not, on precio alzado nothing moves and the risk of the quantity is yours. Firms that price first and read the bases afterwards discover this on a job they have already won, which is the most expensive order to discover it in.

المدخلاتConvocatoria and bases de licitacionJunta de aclaraciones and closing datesالمخرجاتBid or no bid, with a reasonDocument list the propuesta must carry
2

Load the catalogo exactly as it was issued

جدول الكميات

Bring the catalogo de conceptos in with its claves, units and quantities untouched, and read each concepto against the especificacion that describes it. Where the description and the specification disagree, or a unit cannot carry the work described, that is a question for the junta de aclaraciones and not a decision for the estimator.

لماذا: The catalogo is the contract's spine for years: estimaciones, extraordinarios and the finiquito all read against it. A clave changed at tender to make the spreadsheet tidier is a mismatch that shows up in every future estimacion, and a question not asked at the junta becomes a risk you priced without knowing you had.

المدخلاتCatalogo de conceptos as issuedEspecificaciones and drawingsالمخرجاتCatalogo loaded line for lineQueries for the junta de aclaraciones
3

Build the mano de obra on a salario real, not a wage

أسعار العمالة

Set one rate per labour category and build it from the salario base plus the factor de salario real: the days actually worked in a year against the days paid, and the statutory employer charges on top, IMSS contributions and the housing fund contributions among them. Keep the factor and the year it was computed for beside the rate.

لماذا: The gap between a daily wage and a salario real is not a rounding difference, it is the whole margin on a labour heavy concepto. It also has to be defensible: the convocante can ask how the factor was arrived at, and a rate carried forward from a job three years ago answers that question with a number nobody can reconstruct.

المدخلاتSalarios base by categoryStatutory charges on employmentالمخرجاتSalario real per categoryThe factor written down and dated
4

Price the materiales at site and the maquinaria by the hour

كتالوج الموارد

Hold the materiales at the cost of getting them onto the site, not at the yard price, and build each machine as a costo horario: ownership, depreciation, the money tied up in it, maintenance, fuel and the operator. Herramienta menor rides as its own charge on the labour rather than as a guess inside every concepto.

لماذا: The costo horario is the piece the convocante takes apart hardest, because it is where a proposal can be made to look cheap without changing anything visible. Built once from real ownership and running costs, it also survives the machine moving to the next job, which a rate invented for one tender never does.

المدخلاتSupplier quotationsMachinery, its hours and its costsالمخرجاتMateriales priced at the siteCosto horario per machine
5

Compose the costo directo of each concepto

البنود المركبة

Build each concepto as an analisis: the quantity of each material per unit of work, the crew and the hours it takes, the machines and their hours. That sum is the costo directo, and it is the only part of the price that is composed rather than applied as a percentage.

لماذا: The mexico.apu_completeness rule in the validation engine exists because an incomplete analisis is the most common defect in a Mexican proposal and the easiest one to miss in your own work: a concepto with materials and no labour reads perfectly well until somebody asks who places it. Composed properly, the same analisis prices the extraordinarios later without being rebuilt.

المدخلاتLabour, materials and machinery costsOutput per crew and per machineالمخرجاتCosto directo per conceptoAnalisis a reviewer can take apart
6

Cascade indirectos, financiamiento, utilidad and cargos adicionales

جدول الكميات

In the bill's Markups & Overheads panel, apply the four charges in the order the reglamento of the LOPSRM fixes and on the base each one is applied to: indirectos on the costo directo, covering oficinas centrales and oficinas de campo; financiamiento on the costo directo plus indirectos, from the gap between spending the money and being paid it; utilidad on the accumulated cost; cargos adicionales on the lot, which on a federal contract is where the cinco al millar inspection fee sits. Keep IVA off the unit price entirely.

لماذا: The order is not a convention, it is what the integration means, and applying utilidad to the costo directo alone or folding the cinco al millar into indirectos produces a different total from the one the convocante will compute. Each percentage also has to be supported: the financiamiento comes from a cash flow against the programme, so it moves when the anticipo or the payment period moves, and a figure typed straight in cannot answer why.

المدخلاتCosto directo across the catalogoOffice and site overhead, and the cash curveالمخرجاتPrecio unitario integrated in orderAnalysis behind each percentage
7

Run the Mexican rule set before the proposal leaves

التحقق

Validate the priced catalogo against the mexico rule set: the APU completeness check on every concepto, the IVA rate check that will only accept sixteen, eight or zero, the retencion flag on subcontracted lines, and the CFDI issuer data the invoicing will need the moment the job is won. Fix the findings rather than filing them.

لماذا: A public proposal is discarded for a missing piece far more readily than it is discounted for a high price, and the pieces that go missing are the boring ones, an analisis with no labour line or an issuer field nobody filled in. Ten minutes against a rule set beats finding out at the apertura de proposiciones, where there is nothing to be done.

المدخلاتFully priced catalogoIssuer fiscal dataالمخرجاتFindings against the Mexican rule setGaps closed before submission
8

Assemble the propuesta and keep what you sent

المناقصات

Put the two proposals together against the document list from the first step: the propuesta tecnica with the programmes of work, personnel and machinery, and the propuesta economica with the catalogo, the analisis, the basic costs and the explosion of insumos. Submission itself happens on the federal contracting platform the LOPSRM names, outside this product, so keep the exact package you uploaded here beside the tender record.

لماذا: What you submitted becomes the contract, and the version on somebody's laptop is not evidence of it. A year later, when an estimacion is queried or an extraordinario is priced, the argument is settled by the analisis that went in with the bid, and the firm that can produce it in a minute is negotiating from a different position from the one still looking for it.

المدخلاتChecked catalogo and analisisCompany, tax and programme documentsالمخرجاتPropuesta tecnica and economica assembledWhat was submitted, kept as issued
الوحدات

وحدات هذا الدليل

7 / 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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