Tình huống / Thương mại và hợp đồng
Thương mại và hợp đồng

Áp dụng revision de precios cho hợp đồng công trình công

Trước tiên xác định xem hợp đồng có cho phép điều chỉnh hay không, ghi nhận hệ số công bố của mỗi kỳ dưới dạng một chuỗi, áp dụng nó thành một dòng riêng trên certificacion, và lưu giữ các giá trị chỉ số đã dùng ở nơi kiểm toán viên có thể tìm thấy.

5 bước16 phútNhà thầu chínhCông ty tư vấn chi phí / QSChủ đầu tư / khách hàng

Cách hoạt động, từng bước một

5 bước xuyên suốt nền tảng - bạn làm gì ở mỗi bước và vì sao điều đó quan trọng.

1

Find out whether revision applies at all

Hợp đồng

Read the contract for three things: whether revision was provided for, which formula it names, and from which date and after which qualifying period it bites. Record all three against the contract rather than in a spreadsheet on somebody's machine.

Tại sao: Most of the effort spent on revision de precios is spent on contracts that never carried the entitlement, and the answer takes ten minutes to establish at the start of the job instead of at the first month you want to claim. The base period matters as much as the formula: the same published indices give a different answer from a different base.

Đầu vàoContract and tender termsKey contract datesĐầu raEntitlement confirmed or ruled outFormula and base period recorded
2

Record the coefficient for each period

Chỉ số giá

Create a series for this contract's formula and add one point per month: the period and the coefficient that formula produced for it. The polynomial split across steel, energy, cement and the rest is worked out from the published indices outside the platform, and the coefficient is what you record here.

Tại sao: Keeping the coefficients as a dated series means the revision on month nine can still be reproduced in year three, when the person who calculated it has left and the published tables have been reissued. A number that exists only inside one certificacion is a number nobody can defend twice.

Đầu vàoPublished index valuesContract formula and base periodĐầu raCost index series by periodCoefficient for each period
3

Put the revision on its own line

Tài chính

Apply the coefficient to the amount certified in that period and carry the result as a separate line, alongside the certificacion rather than inside it. The contract rates in the bill stay exactly as awarded.

Tại sao: Revision folded into the unit rates destroys the only comparison anybody has: certified against contract. It also compounds silently, because the following month is revised against rates that were already revised, and nobody discovers it until the final account will not reconcile.

Đầu vàoCertified amount for the periodCoefficient for that periodĐầu raRevision as its own invoice lineContract rates left untouched
4

File the indices you actually used

Tài liệu

Attach the published tables for the periods you used and the working that turned them into the coefficient, filed against the project and dated. One page per period is enough as long as the numbers on it are the ones you applied.

Tại sao: Published indices get revised after publication, so an audit two years later can look up the same month and get a different figure. The version you used, filed on the day you used it, is the difference between a defensible calculation and a disputed one.

Đầu vàoPublished index tablesFormula working for the periodĐầu raFiled evidence documentA reproducible calculation on record
5

Track what revision is worth across the job

Báo cáo

Report the revision recognised to date against the certified value, and carry the coefficient trend forward over the work still to come so the forecast reflects it.

Tại sao: Revision is usually treated as a windfall that turns up in the accounts, which means it is never in the forecast and never in the cash plan. On a three-year contract it is a material share of the turnover, and a job that is not counting on it is also not noticing when a month has been missed.

Đầu vàoRevision lines to dateĐầu raReport of revision to dateForecast of the rest
Mô-đun

Các mô-đun trong playbook này

5 / 190 mô-đun nền tảng

The market this case is written for

Tây Ban Nha

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

  • FIEBDC-3 (BC3)
  • LCSP

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.

Thêm trong Thương mại và hợp đồng

Thương mại và hợp đồng

Turn a change into a paid variation

Capture a scope change while it is fresh, price it as a contract variation on your agreed r…

3 bước11 phútMở
Thương mại và hợp đồng

Run a subcontractor package

Award a trade package to a subcontractor, place it on a subcontract with a schedule of valu…

3 bước11 phútMở
Thương mại và hợp đồng

Payment application and reconciliation

Value the work put in place this period against the contract, raise the application with th…

3 bước12 phútMở