Casos prácticos / Licitación y compras
Licitación y compras

Keep the orcamento estimado sigiloso under Lei 14.133

Build the orcamento estimado, decide and justify whether it is confidential, publish the quantitativos without the prices, keep the priced version behind access control and disclose it on the date the law requires with the date on the record.

6 pasos14 minDesarrollador / clienteGestora de proyectos / construcciónConsultoría de costos / QS

Cómo funciona, paso a paso

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

1

Build the orcamento estimado in one place

Presupuesto

Price the whole scope in the bill, with quantities per item and a unit cost against each, so the priced and unpriced versions are two views of one document rather than two spreadsheets somebody keeps in step by hand.

Por que: The moment there are two files, one of them is out of date and nobody knows which. Bidders then price quantities that the confidential estimate no longer contains, and the difference surfaces at the first medicao as work that was never in anybody's proposal.

EntradaDesign and its quantitiesReference price baseResultadoPriced orcamento estimadoQuantitativos per item
2

Decide sigilo, and write down why

Licitaciones

Settle whether this procedure runs with a confidential estimate, write the justification into the tender record before the edital is published, and name the officers who may see the priced version. Note the moment at which it becomes public, because that is a term of the decision and not an afterthought.

Por que: Article 24 of Lei 14.133 of 2021 makes confidentiality conditional on a justification, so an estimate withheld without one is simply an estimate that was not published. Deciding before the edital also settles the question for everybody at once, instead of leaving each person to guess what may be sent to a bidder who asks.

EntradaProcurement route chosenPriced orcamento estimadoResultadoConfidentiality decision recordedJustification on the record
3

Publish the quantitativos without the prices

Informes

Export the bill with the items, the units and the quantities and without any cost column, then read the export itself before it goes out. Check the totals row, the group subtotals and any figure carried in a note, because those are where a price survives an unpriced export.

Por que: Confidentiality under Lei 14.133 of 2021 covers the prices, not the quantities, so an edital that publishes neither is not more careful, it is defective: bidders cannot price work whose extent they have not been told. And a single surviving subtotal defeats the whole decision, because the unit cost can be inferred from it.

EntradaQuantitativos per itemConfidentiality decision recordedResultadoUnpriced bill for the editalReport checked for stray prices
4

Keep the priced version where only named people reach it

Documentos

File the priced estimate in the document register with access limited to the officers the decision names, and let the system record who opened it and when. Do not circulate it by email, because an attachment forwarded once is outside every control you have.

Por que: If the estimate does leak, the question that follows is not whether it leaked but who could have seen it, and the answer has to be a list rather than a guess. A folder with a named group and an access log answers it in a minute; a file that lived in six mailboxes cannot be answered at all, and the procedure is cancelled while nobody is proved to have done anything.

EntradaPriced orcamento estimadoOfficers named on the decisionResultadoPriced version filed with access limitedAccess log kept
5

Compare the proposals against the estimate nobody saw

Gestión de ofertas

Load the proposals against the same item list and read them item by item rather than on the total alone. Look for the positions priced far below the estimate as well as far above, and ask what the bidder thinks the item contains.

Por que: A confidential estimate makes the comparison worth doing, because the prices were formed without sight of it and a wide spread on one item means the item is ambiguous rather than that one bidder is careless. That is the reading that improves the next edital, and it is only available before the estimate is disclosed.

EntradaUnpriced bill for the editalProposals receivedResultadoBid comparison against the estimateItems priced far from the estimate
6

Disclose it when the law says, and record the date

Correspondencia

Release the priced estimate into the procurement record at the point the decision named, log the release in the correspondence file, and lift the access restriction so nobody has to ask. Say plainly which version was released, by reference rather than by description.

Por que: Confidentiality under Lei 14.133 of 2021 is temporary by design, and the failure is almost always inertia rather than intent: the procedure ends, the folder stays closed and nobody is watching a date that produces no event. Logging the release makes the end of the confidentiality as visible as its beginning, which is the part an audit asks about.

EntradaConfidentiality decision recordedPriced orcamento estimadoResultadoEstimate published to the fileDisclosure date on the record
Módulos

Módulos de este playbook

6 / 190 módulos de la plataforma

The market this case is written for

Brasil

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

  • Lei 14.133
  • SINAPI
  • ABNT NBR 12721

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 Licitación y compras

Licitación y compras

Llevar a licitación un BOQ

Saca a licitación un presupuesto (BOQ) valorizado: arma el paquete, invita a los subcontrati…

5 pasos12 minAbrir
Licitación y compras

Comprar materiales a partir del BOQ

Compra las cantidades que ya costeaste: genera una requisición a partir del catálogo, coloca…

4 pasos10 minAbrir
Licitación y compras

Comparar propuestas y adjudicar

Toma una carpeta de propuestas recibidas que nunca coinciden del todo, redúcelas al mismo al…

3 pasos12 minAbrir