ケース / 積算とコスト
積算とコスト

SINAPI ベースから orçamento de referência を積算する

参照月について SINAPI を読み込み、orçamento の各項目をそのコードに対応付け、各単価を政令が認める中央値に保ち、SINAPI に含まれない項目についてはコストの出所を記録する。

6ステップ18 分コストコンサルティング会社 / 積算事務所総合建設会社デベロッパー / 発注者

仕組みをステップごとに

プラットフォーム全体で6ステップ - 各ステップで何をするか、そしてなぜ重要か。

1

Bring in SINAPI for the state and the reference month

単価データベース

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.

理由: 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.

入力SINAPI reference pricesReference date the edital names出力Priced reference base loadedState and reference month recorded
2

Map every item of the orcamento to its SINAPI code

内訳書

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.

理由: 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.

入力Item list of the orcamentoSINAPI code catalogue出力Coded bill positionsItems with no SINAPI code
3

Hold every unit cost to the median the decree allows

検証

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.

理由: 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.

入力Coded bill positionsSINAPI median unit prices出力Validation report on the ceilingPositions above the reference price
4

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

見積根拠

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.

理由: 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.

入力Items with no SINAPI codeSupplier quotes and published rates出力Source recorded per itemFallback order followed
5

Total the custo global with the BDI shown separately

Cost Explorer

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.

理由: 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.

入力Priced bill positionsBDI rate出力Custo global de referenciaCost analysis by group
6

Publish it with the base and the month on its face

レポート

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.

理由: 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.

入力Custo global de referenciaSource recorded per item出力Orcamento export for the editalReference month on every page
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 6

The market this case is written for

ブラジル

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.

積算とコストの他のケース

積算とコスト

送付前に見積を確認する

積算済みの内訳書を検証ルールにかけ、すべての警告とエラーを解消し、そのまま顧客に渡せるきれいなレポートを出力する。

3ステップ8 分開く
積算とコスト

コストデータベースから見積を作成する

実在のコストデータベースから積算項目を取り出して内訳書を組み立て、繰り返し使う積み上げをアセンブリにまとめ、入札額を確定する前にチェックを実行します。

4ステップ12 分開く
積算とコスト

コストリスクから予備費を設定する

単一値の見積を幅のある値に変え、本当に不確実性のある項目についてモンテカルロシミュレーションを実行し、P50からP90の分布を読み取り、行ごとに根拠を示せる予備費を設定します。

3ステップ11 分開く