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Търговия и договори

Прилагане на revision de precios към договор за обществена поръчка

Първо установете дали договорът изобщо допуска ревизия, записвайте публикувания коефициент за всеки период като серия, приложете го като отделен ред в certificacion, и пазете използваните стойности на индекса на място, достъпно за одитор.

5 стъпки16 минГлавен изпълнителКонсултиране по разходи / остойностяванеИнвеститор / възложител

Как работи, стъпка по стъпка

5 стъпки през платформата - какво правите на всяка и защо е важно.

1

Find out whether revision applies at all

Договори

Read the contract for three things: whether revision was provided for, which formula it names, and from which date and after which qualifying period it bites. Record all three against the contract rather than in a spreadsheet on somebody's machine.

Защо: Most of the effort spent on revision de precios is spent on contracts that never carried the entitlement, and the answer takes ten minutes to establish at the start of the job instead of at the first month you want to claim. The base period matters as much as the formula: the same published indices give a different answer from a different base.

ВходContract and tender termsKey contract datesРезултатEntitlement confirmed or ruled outFormula and base period recorded
2

Record the coefficient for each period

Ценови индекс

Create a series for this contract's formula and add one point per month: the period and the coefficient that formula produced for it. The polynomial split across steel, energy, cement and the rest is worked out from the published indices outside the platform, and the coefficient is what you record here.

Защо: Keeping the coefficients as a dated series means the revision on month nine can still be reproduced in year three, when the person who calculated it has left and the published tables have been reissued. A number that exists only inside one certificacion is a number nobody can defend twice.

ВходPublished index valuesContract formula and base periodРезултатCost index series by periodCoefficient for each period
3

Put the revision on its own line

Финанси

Apply the coefficient to the amount certified in that period and carry the result as a separate line, alongside the certificacion rather than inside it. The contract rates in the bill stay exactly as awarded.

Защо: Revision folded into the unit rates destroys the only comparison anybody has: certified against contract. It also compounds silently, because the following month is revised against rates that were already revised, and nobody discovers it until the final account will not reconcile.

ВходCertified amount for the periodCoefficient for that periodРезултатRevision as its own invoice lineContract rates left untouched
4

File the indices you actually used

Документи

Attach the published tables for the periods you used and the working that turned them into the coefficient, filed against the project and dated. One page per period is enough as long as the numbers on it are the ones you applied.

Защо: Published indices get revised after publication, so an audit two years later can look up the same month and get a different figure. The version you used, filed on the day you used it, is the difference between a defensible calculation and a disputed one.

ВходPublished index tablesFormula working for the periodРезултатFiled evidence documentA reproducible calculation on record
5

Track what revision is worth across the job

Отчети

Report the revision recognised to date against the certified value, and carry the coefficient trend forward over the work still to come so the forecast reflects it.

Защо: Revision is usually treated as a windfall that turns up in the accounts, which means it is never in the forecast and never in the cash plan. On a three-year contract it is a material share of the turnover, and a job that is not counting on it is also not noticing when a month has been missed.

ВходRevision lines to dateРезултатReport of revision to dateForecast of the rest
Модули

Модули в този наръчник

5 / 190 модула на платформата

The market this case is written for

Испания

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

  • FIEBDC-3 (BC3)
  • LCSP

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.

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