Casos prácticos / Comercial y contratos
Comercial y contratos

Aplicar la revisión de precios a un contrato de obra pública

Determina primero si el contrato admite siquiera la revisión, registra como una serie el coeficiente publicado de cada periodo, aplícalo como línea propia en la certificación, y guarda los valores de índice que usaste donde un auditor los pueda encontrar.

5 pasos16 minContratista generalConsultoría de costos / QSDesarrollador / cliente

Cómo funciona, paso a paso

5 pasos a lo largo de la plataforma - qué haces en cada uno y por qué importa.

1

Find out whether revision applies at all

Contratos

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.

Por que: 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.

EntradaContract and tender termsKey contract datesResultadoEntitlement confirmed or ruled outFormula and base period recorded
2

Record the coefficient for each period

Índice de precios

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.

Por que: 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.

EntradaPublished index valuesContract formula and base periodResultadoCost index series by periodCoefficient for each period
3

Put the revision on its own line

Finanzas

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.

Por que: 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.

EntradaCertified amount for the periodCoefficient for that periodResultadoRevision as its own invoice lineContract rates left untouched
4

File the indices you actually used

Documentos

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.

Por que: 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.

EntradaPublished index tablesFormula working for the periodResultadoFiled evidence documentA reproducible calculation on record
5

Track what revision is worth across the job

Informes

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.

Por que: 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.

EntradaRevision lines to dateResultadoReport of revision to dateForecast of the rest
Módulos

Módulos de este playbook

5 / 190 módulos de la plataforma

The market this case is written for

España

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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