Casos prácticos / Presupuestación y costes
Presupuestación y costes

Valorar el orçamento de referência desde la base SINAPI

Cargue el SINAPI para el mes de referencia, asigne cada partida del orçamento a su código, mantenga cada costo unitario dentro de la mediana que permite el decreto, y registre de dónde vino el costo para las partidas que el SINAPI no lleva.

6 pasos18 minConsultoría de costes / QSContratista generalPromotor / cliente

Cómo funciona, paso a paso

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

1

Bring in SINAPI for the state and the reference month

Base de datos de costes

Load the SINAPI tables into the cost database for the state the work is in and the reference month the edital names, and keep the two on the record beside the prices. Load the encargos sociais table that goes with the same month rather than one you already had.

Por que: A SINAPI price without its state and its reference month is not a reference, it is a number. Every argument about the orcamento de referencia begins by agreeing which table both sides are reading, and that agreement is free now and costs a week once the proposals are in.

EntradaSINAPI reference pricesReference date the edital namesResultadoPriced reference base loadedState and reference month recorded
2

Map every item of the orcamento to its SINAPI code

Presupuesto

Put the SINAPI code on each position of the bill and check that the code's description, its unit and its scope really are what your item measures. Where a position is served by two codes that differ only in a detail of the method, pick the one the design specifies and say so. Collect the items no code fits rather than forcing them onto the nearest one.

Por que: The code carries the composicao behind the price, so a code chosen for its description alone imports a productivity and a set of insumos nobody read. Forcing an item onto a near code is the quiet version of the same mistake: the total looks defensible and the composicao behind it describes different work.

EntradaItem list of the orcamentoSINAPI code catalogueResultadoCoded bill positionsItems with no SINAPI code
3

Hold every unit cost to the median the decree allows

Validación

Run the priced bill against the reference base and list every position whose unit cost sits above the SINAPI median for its code. Treat each one as a question with two possible answers: the code is wrong, or the price needs a written justification. Do not close the list by editing the number down until it fits.

Por que: Decreto 7.983 of 2013 makes the median a ceiling rather than a benchmark for works carried out with federal funds, so a position above it is not expensive, it is outside the rule until somebody explains why. Found here it is a paragraph. Found by the control body it is a finding against the whole orcamento, and the recalculation lands on the contract that was already signed.

EntradaCoded bill positionsSINAPI median unit pricesResultadoValidation report on the ceilingPositions above the reference price
4

Follow the decree's order for what SINAPI does not carry

Bases de la estimación

For each item left over, work down the order the decree sets before reaching for a quote: another reference table formally approved by a federal body, then specialist technical publications or a sector system, and a market survey only after those. Record on the basis of estimate which one you used, for which item, and on what date.

Por que: The order is the justification. An item priced from three quotes is defensible when the tables above it genuinely carried nothing, and indefensible when nobody looked. Written down at the moment of the decision, the reasoning survives the estimator leaving the company, which is roughly the timescale on which the question gets asked.

EntradaItems with no SINAPI codeSupplier quotes and published ratesResultadoSource recorded per itemFallback order followed
5

Total the custo global with the BDI shown separately

Explorador de costes

Total the direct costs by group and read them against each other before adding anything on top. Keep the BDI as its own visible line rather than folded into the unit costs, and see which groups carry the money so you know which numbers the whole orcamento actually rests on.

Por que: A custo global that arrives as one figure cannot be argued with, only accepted or rejected. Split by group it shows immediately whether the earthworks or the finishes are carrying the estimate, and a BDI folded into the unit costs makes both the median check and the later composition of the BDI impossible to run at all.

EntradaPriced bill positionsBDI rateResultadoCusto global de referenciaCost analysis by group
6

Publish it with the base and the month on its face

Informes

Export the orcamento with the SINAPI reference month, the state and the encargos option printed on it, together with the list of items priced from another source. Send that set as one document rather than the bill alone.

Por que: The bill on its own is the only part anybody copies, and six months later the month it was priced in is the fact everyone needs and nobody has. Printed on the face of the export it travels with the numbers, and the reajustamento clause later has a data-base it can actually point at.

EntradaCusto global de referenciaSource recorded per itemResultadoOrcamento export for the editalReference month on every page
Módulos

Módulos de este playbook

6 / 190 módulos de la plataforma

El mercado para el que está escrito este caso

Brasil

Todo en este caso sigue la forma en que la obra se mide, se valora y se paga en este mercado. Los documentos, el desglose de costes y las reglas de pago son los que se usan allí, no una versión genérica.

Normas que sigue

  • Lei 14.133
  • SINAPI
  • ABNT NBR 12721

No tienes que configurar nada de eso a mano. La primera vez que abres la plataforma te pregunta en qué mercado trabajas. Elige este y ajusta el idioma de la interfaz, carga la base de costes correspondiente, registra la clasificación de costes y añade un proyecto de ejemplo que puedes abrir enseguida.

Las comprobaciones de este mercado también vienen con la plataforma. Actívalas una vez y un presupuesto al que le falte algo que el mercado espera queda señalado mientras trabajas en él, no después de presentar la oferta.

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