ケース / 入札と調達
入札と調達

LOPSRM の入札を積算し、単価分析を規定の順序で統合する

convocatoria を読み込み、conceptos の目録を公表されたまま取り込み、precios unitarios の分析の背後にある基礎単価を組み立て、reglamento が定める順序で間接費、金融費用、利益、付加費用を積み上げ、提出の前にメキシコのルールセットで提案書を検証する。

8ステップ25 分総合建設会社専門工事業者コストコンサルティング会社 / 積算事務所

仕組みをステップごとに

プラットフォーム全体で8ステップ - 各ステップで何をするか、そしてなぜ重要か。

1

Read the convocatoria before you price anything

入札管理

Register the opportunity with the four things that decide whether it is worth pricing: the contract type the LOPSRM allows and the convocatoria chose, precios unitarios, precio alzado or mixto; the anticipo offered; whether the contract provides for ajuste de costos; and the full list of documents the propuesta tecnica and the propuesta economica have to carry. Put the junta de aclaraciones and the closing in the calendar the day you register it.

理由: The contract type changes the whole shape of the work: on precios unitarios the quantities move and the rates do not, on precio alzado nothing moves and the risk of the quantity is yours. Firms that price first and read the bases afterwards discover this on a job they have already won, which is the most expensive order to discover it in.

入力Convocatoria and bases de licitacionJunta de aclaraciones and closing dates出力Bid or no bid, with a reasonDocument list the propuesta must carry
2

Load the catalogo exactly as it was issued

内訳書

Bring the catalogo de conceptos in with its claves, units and quantities untouched, and read each concepto against the especificacion that describes it. Where the description and the specification disagree, or a unit cannot carry the work described, that is a question for the junta de aclaraciones and not a decision for the estimator.

理由: The catalogo is the contract's spine for years: estimaciones, extraordinarios and the finiquito all read against it. A clave changed at tender to make the spreadsheet tidier is a mismatch that shows up in every future estimacion, and a question not asked at the junta becomes a risk you priced without knowing you had.

入力Catalogo de conceptos as issuedEspecificaciones and drawings出力Catalogo loaded line for lineQueries for the junta de aclaraciones
3

Build the mano de obra on a salario real, not a wage

労務単価

Set one rate per labour category and build it from the salario base plus the factor de salario real: the days actually worked in a year against the days paid, and the statutory employer charges on top, IMSS contributions and the housing fund contributions among them. Keep the factor and the year it was computed for beside the rate.

理由: The gap between a daily wage and a salario real is not a rounding difference, it is the whole margin on a labour heavy concepto. It also has to be defensible: the convocante can ask how the factor was arrived at, and a rate carried forward from a job three years ago answers that question with a number nobody can reconstruct.

入力Salarios base by categoryStatutory charges on employment出力Salario real per categoryThe factor written down and dated
4

Price the materiales at site and the maquinaria by the hour

リソースカタログ

Hold the materiales at the cost of getting them onto the site, not at the yard price, and build each machine as a costo horario: ownership, depreciation, the money tied up in it, maintenance, fuel and the operator. Herramienta menor rides as its own charge on the labour rather than as a guess inside every concepto.

理由: The costo horario is the piece the convocante takes apart hardest, because it is where a proposal can be made to look cheap without changing anything visible. Built once from real ownership and running costs, it also survives the machine moving to the next job, which a rate invented for one tender never does.

入力Supplier quotationsMachinery, its hours and its costs出力Materiales priced at the siteCosto horario per machine
5

Compose the costo directo of each concepto

複合単価

Build each concepto as an analisis: the quantity of each material per unit of work, the crew and the hours it takes, the machines and their hours. That sum is the costo directo, and it is the only part of the price that is composed rather than applied as a percentage.

理由: The mexico.apu_completeness rule in the validation engine exists because an incomplete analisis is the most common defect in a Mexican proposal and the easiest one to miss in your own work: a concepto with materials and no labour reads perfectly well until somebody asks who places it. Composed properly, the same analisis prices the extraordinarios later without being rebuilt.

入力Labour, materials and machinery costsOutput per crew and per machine出力Costo directo per conceptoAnalisis a reviewer can take apart
6

Cascade indirectos, financiamiento, utilidad and cargos adicionales

内訳書

In the bill's Markups & Overheads panel, apply the four charges in the order the reglamento of the LOPSRM fixes and on the base each one is applied to: indirectos on the costo directo, covering oficinas centrales and oficinas de campo; financiamiento on the costo directo plus indirectos, from the gap between spending the money and being paid it; utilidad on the accumulated cost; cargos adicionales on the lot, which on a federal contract is where the cinco al millar inspection fee sits. Keep IVA off the unit price entirely.

理由: The order is not a convention, it is what the integration means, and applying utilidad to the costo directo alone or folding the cinco al millar into indirectos produces a different total from the one the convocante will compute. Each percentage also has to be supported: the financiamiento comes from a cash flow against the programme, so it moves when the anticipo or the payment period moves, and a figure typed straight in cannot answer why.

入力Costo directo across the catalogoOffice and site overhead, and the cash curve出力Precio unitario integrated in orderAnalysis behind each percentage
7

Run the Mexican rule set before the proposal leaves

検証

Validate the priced catalogo against the mexico rule set: the APU completeness check on every concepto, the IVA rate check that will only accept sixteen, eight or zero, the retencion flag on subcontracted lines, and the CFDI issuer data the invoicing will need the moment the job is won. Fix the findings rather than filing them.

理由: A public proposal is discarded for a missing piece far more readily than it is discounted for a high price, and the pieces that go missing are the boring ones, an analisis with no labour line or an issuer field nobody filled in. Ten minutes against a rule set beats finding out at the apertura de proposiciones, where there is nothing to be done.

入力Fully priced catalogoIssuer fiscal data出力Findings against the Mexican rule setGaps closed before submission
8

Assemble the propuesta and keep what you sent

入札管理

Put the two proposals together against the document list from the first step: the propuesta tecnica with the programmes of work, personnel and machinery, and the propuesta economica with the catalogo, the analisis, the basic costs and the explosion of insumos. Submission itself happens on the federal contracting platform the LOPSRM names, outside this product, so keep the exact package you uploaded here beside the tender record.

理由: What you submitted becomes the contract, and the version on somebody's laptop is not evidence of it. A year later, when an estimacion is queried or an extraordinario is priced, the argument is settled by the analisis that went in with the bid, and the firm that can produce it in a minute is negotiating from a different position from the one still looking for it.

入力Checked catalogo and analisisCompany, tax and programme documents出力Propuesta tecnica and economica assembledWhat was submitted, kept as issued
モジュール

このプレイブックのモジュール

プラットフォーム 190 モジュール中 7

The market this case is written for

メキシコ

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

  • CFDI 4.0
  • Ley de Obras Publicas

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.

入札と調達の他のケース

入札と調達

内訳書から入札を実施する

積算済みの内訳書を市場に出す。パッケージにまとめ、下請業者を招待し、入札をレベリングし、勝者に発注する。5ステップで最初から最後まで。

5ステップ12 分開く
入札と調達

内訳書から資材を調達する

すでに価格付けした数量を購入する。明細書から購入依頼を起票し、サプライヤーへ発注し、現場で入荷検収を行う。

4ステップ10 分開く
入札と調達

入札を比較して発注する

微妙に食い違う入札書類の束を取り、同じ施工範囲まで揃えて比較し、精査に耐える発注判断を施主に提示します。

3ステップ12 分開く