Tapaukset / Kaupallinen ja sopimukset
Kaupallinen ja sopimukset

Sovella revision de precios -tarkistusta julkiseen urakkasopimukseen

Selvitä ensin, sallitaanko sopimuksessa ylipäätään tarkistus, kirjaa jokaisen jakson julkaistu kerroin sarjana, sovella sitä certificacion-asiakirjan omana rivinä, ja säilytä käytetyt indeksiarvot paikassa, josta tarkastaja ne löytää.

5 vaihetta16 minPääurakoitsijaKustannuskonsultointi / määrälaskentaRakennuttaja / tilaaja

Näin se toimii, vaihe vaiheelta

5 vaihetta läpi alustan - mitä teet kussakin ja miksi sillä on merkitystä.

1

Find out whether revision applies at all

Sopimukset

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.

Miksi: 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.

SyöteContract and tender termsKey contract datesTulosEntitlement confirmed or ruled outFormula and base period recorded
2

Record the coefficient for each period

Hintaindeksi

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.

Miksi: 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.

SyötePublished index valuesContract formula and base periodTulosCost index series by periodCoefficient for each period
3

Put the revision on its own line

Talous

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.

Miksi: 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.

SyöteCertified amount for the periodCoefficient for that periodTulosRevision as its own invoice lineContract rates left untouched
4

File the indices you actually used

Asiakirjat

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.

Miksi: 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.

SyötePublished index tablesFormula working for the periodTulosFiled evidence documentA reproducible calculation on record
5

Track what revision is worth across the job

Raportit

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.

Miksi: 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.

SyöteRevision lines to dateTulosReport of revision to dateForecast of the rest
Moduulit

Tämän playbookin moduulit

5 / 190 alustan moduulia

The market this case is written for

Espanja

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.

Lisää aiheesta Kaupallinen ja sopimukset

Kaupallinen ja sopimukset

Run a subcontractor package

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

3 vaihetta11 minAvaa