2.3 Cadastro de Contrato no Sienge

Summary

This video tutorial walks users through the step-by-step process of registering a contract in the CENG system. It covers everything from selecting the contract type, defining the object and supplier, to registering items and associating them with the budget. The video emphasizes financial projections, tax registration, and attaching key documents like the equalization table and signed contract. The final steps ensure that all necessary details are correctly input, reviewed, and ready for approval, ensuring smooth contract processing and tracking throughout the project.

Takeaways

• 😀 Use a contract prefix (e.g., ESZ) when registering contracts in the CENG system to ensure consistency and proper contract identification.
• 😀 Always include detailed information in the contract object description, such as materials, measurements, and responsibilities for transport and supplies.
• 😀 Ensure correct contract type (e.g., labor, not material) is selected during contract registration.
• 😀 The contract start date should be adjusted based on the time taken to finalize the quotation, typically about one month after quoting.
• 😀 It’s crucial to divide the work into phases, for example, by construction floor, to allow for more accurate tracking and cost allocation.
• 😀 You can manually enter or select items from the budget for each service, but make sure to adjust quantities and values based on the actual project needs.
• 😀 For multi-floor projects, it’s important to break down quantities and services according to each floor's specific needs (e.g., types of tiles per floor).
• 😀 Always link the contract items to the budget and select the correct service, ensuring that the division of work aligns with the project’s overall scope and schedule.
• 😀 Make sure to register taxes (ISS, INSS) based on the supplier’s previous invoices for consistency and accuracy in tax entries.
• 😀 Pay close attention to the schedule and payment plan, ensuring each phase’s payments are properly allocated based on progress and project milestones.

Q & A

What is the first step in the contract registration process in the CENG system?

The first step is to access the CENG system, go to the 'Supplies Contracts' module, and select 'New Contract Registration'.

Why is it important to use the correct contract numbering prefix, like 'ESZ'?

Using the correct prefix ensures that the contract number is properly categorized and aligned with the project, maintaining consistency and organization.

What details should be included in the contract object section?

The contract object should describe the specific work to be done, such as 'labor for the installation of ceramic tiles, including porcelain tiles of various sizes and ceramic baseboards.' It should also specify important details like grout value and material transportation responsibilities.

How do you handle the contract items related to labor and materials?

You need to register both the labor services and the corresponding materials in the system. The contract type will indicate whether it’s a 'labor-only' or 'materials and labor' agreement.

What is the significance of the contract start and end dates?

The start date indicates when work is expected to begin, and the end date is the expected completion time, based on the project’s schedule and scope.

What role do budget items play in the contract registration process?

Budget items are essential for linking the contract to the project's financial plan. You must select and link the appropriate services and materials from the budget, ensuring all costs are correctly accounted for.

How should quantities and values be managed when creating a contract for multiple floors?

When dealing with multiple floors, quantities and values should be distributed per floor according to the project specifications, and you must manually input the correct numbers for each floor and service.

What is the importance of registering taxes in the contract?

Taxes must be registered to ensure proper withholding, and they must reflect the relevant municipal regulations. It's important to check the tax rates and ensure they are accurately recorded for future invoicing.

What are the key considerations when setting up financial projections for the contract?

Financial projections involve forecasting how much will be paid each month based on the work completed. It is crucial to divide the total contract value into these periodic payments, aligning with the project's milestones and timeline.

What are the necessary documents to include in the annex section of the contract?

The annex section should include critical documents like the final cost equalization, the Memorial of calculations for the floors, and the financial forecast for the project.