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Оценяване и остойностяване

Write the basis of estimate

Capture the assumptions, inclusions, exclusions and qualifications behind a price and issue them with the number, so it is read in context instead of as a bare figure.

4 стъпки9 минКонсултант по разходи / количествен инженерГлавен изпълнителСпециализиран подизпълнител

Как работи, стъпка по стъпка

4 стъпки през платформата - какво правите на всяка и защо е важно.

1

Capture the assumptions

Основа на оценката

Record which drawings and revisions you priced, the method and programme you assumed, the ground and access you took for granted, and every gap you filled with a judgement.

Защо: The assumptions are where the risk lives. Writing them down turns a silent bet into an agreed position and gives you the ground to stand on when the design that lands is not the one you priced.

ВходDocuments pricedInformation gapsРезултатStated assumptions
2

List inclusions and exclusions

Основа на оценката

Set out plainly what the price includes, what it excludes and the qualifications that condition it, so there is no doubt on either side about what was bought.

Защо: Most disputes are not about the rate, they are about whether an item was in or out. A clear inclusions and exclusions list settles that before it becomes a variation argument.

ВходPriced scopeРезултатInclusions and exclusionsQualifications
3

Link it to the bill

Количествена сметка

Tie the basis to the bill it explains, so anyone opening the price can read the assumptions that produced it without hunting through email.

Защо: A basis that lives apart from the bill gets lost. Kept together, the two travel through review, award and delivery as one story about what was priced and why.

ВходBasis documentPriced billРезултатBasis linked to bill
4

Issue it with the price

Отчети

Issue the basis alongside the price in the estimate report, so the client reads the number and the ground it stands on at the same time.

Защо: A number sent on its own gets treated as gospel and then disputed. Sent with its basis, it invites the right conversation about scope and risk before anyone commits.

ВходBill and basisРезултатIssued together

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