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입찰 및 조달

Lei 14.133에 따라 orçamento estimado sigiloso 유지하기

orçamento estimado를 구성하고, 비공개 여부를 결정하고 근거를 제시하고, 가격 없는 quantitativos를 공개하고, 가격이 매겨진 버전은 접근 통제 뒤에 보관하고, 법이 요구하는 날짜에 그 날짜를 기록하며 공개한다.

6단계14 분시행사 / 발주처PM/CM 업체원가 컨설팅 / 적산 업체

작동 방식, 단계별로

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

1

Build the orcamento estimado in one place

내역서

Price the whole scope in the bill, with quantities per item and a unit cost against each, so the priced and unpriced versions are two views of one document rather than two spreadsheets somebody keeps in step by hand.

이유: The moment there are two files, one of them is out of date and nobody knows which. Bidders then price quantities that the confidential estimate no longer contains, and the difference surfaces at the first medicao as work that was never in anybody's proposal.

입력Design and its quantitiesReference price base결과Priced orcamento estimadoQuantitativos per item
2

Decide sigilo, and write down why

입찰

Settle whether this procedure runs with a confidential estimate, write the justification into the tender record before the edital is published, and name the officers who may see the priced version. Note the moment at which it becomes public, because that is a term of the decision and not an afterthought.

이유: Article 24 of Lei 14.133 of 2021 makes confidentiality conditional on a justification, so an estimate withheld without one is simply an estimate that was not published. Deciding before the edital also settles the question for everybody at once, instead of leaving each person to guess what may be sent to a bidder who asks.

입력Procurement route chosenPriced orcamento estimado결과Confidentiality decision recordedJustification on the record
3

Publish the quantitativos without the prices

보고서

Export the bill with the items, the units and the quantities and without any cost column, then read the export itself before it goes out. Check the totals row, the group subtotals and any figure carried in a note, because those are where a price survives an unpriced export.

이유: Confidentiality under Lei 14.133 of 2021 covers the prices, not the quantities, so an edital that publishes neither is not more careful, it is defective: bidders cannot price work whose extent they have not been told. And a single surviving subtotal defeats the whole decision, because the unit cost can be inferred from it.

입력Quantitativos per itemConfidentiality decision recorded결과Unpriced bill for the editalReport checked for stray prices
4

Keep the priced version where only named people reach it

문서

File the priced estimate in the document register with access limited to the officers the decision names, and let the system record who opened it and when. Do not circulate it by email, because an attachment forwarded once is outside every control you have.

이유: If the estimate does leak, the question that follows is not whether it leaked but who could have seen it, and the answer has to be a list rather than a guess. A folder with a named group and an access log answers it in a minute; a file that lived in six mailboxes cannot be answered at all, and the procedure is cancelled while nobody is proved to have done anything.

입력Priced orcamento estimadoOfficers named on the decision결과Priced version filed with access limitedAccess log kept
5

Compare the proposals against the estimate nobody saw

입찰 관리

Load the proposals against the same item list and read them item by item rather than on the total alone. Look for the positions priced far below the estimate as well as far above, and ask what the bidder thinks the item contains.

이유: A confidential estimate makes the comparison worth doing, because the prices were formed without sight of it and a wide spread on one item means the item is ambiguous rather than that one bidder is careless. That is the reading that improves the next edital, and it is only available before the estimate is disclosed.

입력Unpriced bill for the editalProposals received결과Bid comparison against the estimateItems priced far from the estimate
6

Disclose it when the law says, and record the date

서신

Release the priced estimate into the procurement record at the point the decision named, log the release in the correspondence file, and lift the access restriction so nobody has to ask. Say plainly which version was released, by reference rather than by description.

이유: Confidentiality under Lei 14.133 of 2021 is temporary by design, and the failure is almost always inertia rather than intent: the procedure ends, the folder stays closed and nobody is watching a date that produces no event. Logging the release makes the end of the confidentiality as visible as its beginning, which is the part an audit asks about.

입력Confidentiality decision recordedPriced orcamento estimado결과Estimate published to the fileDisclosure date on the record
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.

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내역서 기반 자재 구매

이미 가격을 산정한 수량을 구매한다: 견적서에서 구매 요청서를 작성하고, 공급업체에 발주하며, 현장 입고를 기록한다.

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좀처럼 딱 맞지 않는 접수된 입찰서류 뭉치를 받아, 동일한 범위로 정리한 뒤, 발주자에게 검증을 견딜 수 있는 낙찰 결정을 제시합니다.

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