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Orçamentação e custos

Escalate an estimate with price indices

Bring base-date rates forward to the midpoint of construction using published cost indices, so the number reflects when the money is really spent rather than the day the rate was set.

4 etapas9 minConsultor de custos / QSEmpreiteiro geralPromotor / cliente

Como funciona, passo a passo

4 passos ao longo da plataforma - o que fazer em cada um e por que importa.

1

Set base and target dates

Índice de preços

Fix the base date of your rates and the target date to escalate to, usually the midpoint of the construction period where spend is heaviest.

Por quê: Escalating to the midpoint rather than the start or the end is the fair average across the spend curve. Getting these two dates right is most of the accuracy of the whole exercise.

EntradaBase-date estimateConstruction datesResultadoBase and target dates
2

Read the escalation factor

Índice de preços

Pick the index series that best matches the work - building, civils, or a trade-specific one - and read the factor between the base and target dates.

Por quê: The right series matters: labour, steel and energy do not move together. Choosing an index that fits the work is what makes the escalation credible rather than a blanket guess.

EntradaBase and target datesPublished index seriesResultadoEscalation factor
3

Apply it to the bill

Planilha Orçamentária

Apply the factor to the bill and read the escalated total next to the base figure, so the uplift is a line you can point at rather than a number folded into the rates.

Por quê: Showing the base and the escalated total side by side keeps the client's trust. It also lets you re-run the uplift cleanly if the start date slips again.

EntradaEscalation factorBase-date billResultadoEscalated total
4

Record it in the basis

Base da estimativa

Write the base date, the index series and the factor into the basis of estimate so anyone reading the price later knows exactly how it was escalated.

Por quê: An escalation nobody can reconstruct is an escalation nobody trusts. Recording the working is what turns a defensible method into an auditable one.

EntradaEscalated totalResultadoRecorded basis

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