Casos prácticos / Comercial y contratos
Comercial y contratos

Aplicar la fórmula de variación de precios en un contrato público

Registra la cláusula de escalación con sus componentes, ponderaciones y fecha base, carga las series de índices que menciona, calcula el ajuste sobre el trabajo ejecutado en el periodo, factúralo y guarda el cálculo donde un revisor lo pueda repetir.

5 pasos20 minContratista generalConsultoría de costos / QSDesarrollador / clienteGestora de proyectos / construcción

Cómo funciona, paso a paso

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

1

Write the clause down as parameters, not as prose

Contratos

Record against the contract each component the clause names and its weightage, which index series applies to each, what the base date is, whether a minimum period must pass before anything is payable, and whether a ceiling applies.

Por que: The clause is read once, at the start, by whoever is available, and then applied for years by other people. Turning it into stated parameters at that first reading is what stops the third claim being computed on a different understanding from the first.

EntradaThe contract conditionsResultadoComponents and their weightagesBase date, threshold and ceiling
2

Load the index series and pin the base month

Índice de precios

Bring in the published series for each component, record the base month value the contract fixes, and add each period's value as it is published. Where a series is revised after publication, keep both the provisional and the final figure.

Por que: Index series get revised, and a claim computed on a provisional figure has to be reworked when the final one lands. Holding both makes that a recomputation rather than a discovery, and it explains the difference to the checker before they ask.

EntradaThe index series the clause namesResultadoBase and current index per component
3

Compute the adjustment on the period, component by component

Presupuesto

Take the value of work executed in the period from the bill, split it by the weightages, apply each component's index movement, and keep the working visible per component rather than as a single figure.

Por que: Escalation is checked by re-doing it, not by reading it. Working that shows the split, the two index values and the resulting amount for each component can be verified in minutes; a single total invites the checker to compute their own and argue about the difference.

EntradaValue of work done in the periodBase and current indicesResultadoThe adjustment for the periodWorking, component by component
4

Bill it as its own line, never inside the rates

Finanzas

Put the adjustment on the running account bill as a separate line naming the period and the clause, and let the tax and the deductions treat it the way the contract and the invoice rules require.

Por que: Escalation folded into rates makes the rates untraceable to the contract and the escalation untraceable to a period, so both become unverifiable at once. Kept as a line, it can be certified, queried or withheld on its own without touching the measured work.

EntradaThe computed adjustmentResultadoEscalation as its own bill line
5

Keep the evidence with the period it belongs to

Evidencia de reclamaciones

File the published index pages used, the value of work certified for the period, and the working, all keyed to the period, so any single month can be produced on its own.

Por que: Escalation is settled at the end of the job as often as during it, by which time the person who computed period four has left. A file organised by period answers a query about period four; a file organised by year does not.

EntradaThe working and the published figuresResultadoA file that supports every period
Módulos

Módulos de este playbook

5 / 190 módulos de la plataforma

The market this case is written for

India

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

  • CPWD DSR
  • IS 456
  • RERA

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.

Más en Comercial y contratos

Comercial y contratos

Run a subcontractor package

Award a trade package to a subcontractor, place it on a subcontract with a schedule of valu…

3 pasos11 minAbrir