케이스 / 상업 및 계약
상업 및 계약

브라질 계약에 연간 reajustamento 적용하기

계약에서 지수, data-base, 주기성을 확인하고, 공표된 시계열을 불러오고, 기념일이 지난 work를 찾아내고, 공식을 적용하고, 그 결과를 장부에 반영되는 조정으로 기록한다.

6단계15 분종합건설사전문건설사시행사 / 발주처

작동 방식, 단계별로

플랫폼 전반에 걸친 6단계 - 각 단계에서 무엇을 하는지, 그리고 왜 중요한지.

1

Read the index and the data-base out of the contract

계약

Record three things from the contract itself: which index applies, and to which parcels of the work if there is more than one, what date the prices are referred to, and how the periodicity is counted. Note whether the data-base is the date of the proposal or the reference month of the orcamento, because they are often different.

이유: Lei 14.133 of 2021 requires the contract to state the criterion, the index and the date, and Lei 10.192 of 2001 fixes the periodicity at one year, so all three facts already exist and none of them is negotiable. What is negotiable is which of two plausible dates the parties meant, and settling that at the start of the contract costs a sentence rather than a claim.

입력Signed contract termsEdital and its annexes결과Index named by the contractData-base date on the record
2

Load the index the contract names, not the one you follow

물가 지수

Load the published series for the named index, month by month, from the data-base to the month of application, and compute the factor between the two. Where the contract splits the work between several indices, load each one and keep the parcels apart.

이유: A construction cost index and a general price index diverge by several points a year, which on a long contract is the whole margin. Using the one you normally follow rather than the one the contract names produces a number that is defensible in every way except the one that matters, and the correction lands after the invoice is out.

입력Index named by the contractPublished index series결과Index series loaded by monthFactor between the two months
3

Find the work whose anniversary has passed

진척

Split the measured work by the period it was executed in and separate what falls after the first anniversary of the data-base from what falls before it. Keep the two lists rather than applying an average to everything.

이유: The periodicity is annual under Lei 10.192 of 2001, so work executed inside the first year is not adjusted at all and work executed afterwards is adjusted by the factor for its own month. An average applied to the whole contract overpays one half and underpays the other, and it is the overpaid half that gets questioned.

입력Work measured to dateData-base date on the record결과Work past its anniversaryWork still inside the year
4

Apply the formula to the eligible amounts

내역서

Apply the factor to the eligible value, parcel by parcel where the contract uses more than one index, and keep the calculation visible: the base value, the two index readings, the factor and the result. Do not adjust an item that was already priced at a later reference month.

이유: Reajustamento is one of the few figures in a contract that both sides can compute independently and get the same answer to, which makes showing the workings a cheap way of removing the argument entirely. An amount presented without them is treated as a request rather than as an entitlement.

입력Work past its anniversaryFactor between the two months결과Adjustment amount per itemWorkings anybody can repeat
5

Record it as an adjustment, not as a new price

변경 지시

Raise the reajustamento as its own entry against the contract, citing the clause and the index readings, and keep the original unit prices untouched underneath it. Do not fold the adjustment into the rates, and do not open a renegotiation of scope alongside it.

이유: An adjustment the contract already provides for is recorded by administrative note, while a change to the price itself is an amendment with a different approval path and a different audit reading. Folding it into the rates loses that distinction, and it also destroys the base the next annual adjustment has to be computed from.

입력Adjustment amount per itemClause that provides for it결과Adjustment recorded as its own lineApproval trail attached
6

Carry it into the accounts and set the next date

재무

Put the adjustment through with the medicao it belongs to so the invoice and the contract record hold the same figure, and set the next anniversary as a dated item somebody owns before you close the file.

이유: The second year is the one that gets missed, because the first was prompted by somebody noticing. On a four year contract that is three quarters of the entitlement, and it is not recoverable later by arithmetic alone, since the periods it belonged to have been invoiced and settled at the old prices.

입력Adjustment recorded as its own lineMedicao for the period결과Adjustment carried to invoiceNext anniversary on the calendar
모듈

이 플레이북의 모듈

플랫폼 190개 모듈 중 6

The market this case is written for

브라질

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.

상업 및 계약 카테고리의 더 보기

상업 및 계약

변경사항을 유상 변경계약으로 전환

신선할 때 범위 변경을 기록하고, 합의된 단가로 계약 변경계약으로 산정한 뒤 다음 기성청구에 포함시켜, 추가 작업을 조용히 흡수하지 않고 회수합니다.

3단계11 분열기
상업 및 계약

협력업체 패키지 운영

협력업체에 공종 패키지를 발주하고, 기성 내역서와 유보금 조건을 포함한 하도급 계약으로 전환한 뒤, 실제 완료된 작업에 대해 기성 청구별로 지급합니다.

3단계11 분열기
상업 및 계약

기성 청구 및 대사

계약서 대비 해당 기간 시공된 물량을 평가하고, 근거 자료와 함께 기성 청구를 제출하며, 승인된 금액을 실제 입금액과 대조 확인한다.

3단계12 분열기