Casos prácticos / Presupuestación y costes
Presupuestación y costes

Presupuestar development contributions para una territorial authority

Describa el desarrollo de la manera en que la política del council lo mide, incluya la contribución evaluada en la viabilidad antes de fijar el precio del suelo, asuma el riesgo de que la política cambie, tramite la notice of assessment y cualquier objeción, coloque la cifra en el plan de costos donde no se lea como coste de construcción, y sepa cuándo vence cada pago.

6 pasos14 minPromotor / clienteConsultoría de costes / QSGestora de proyectos / construcción

Cómo funciona, paso a paso

6 pasos a lo largo de la plataforma - qué hacer en cada uno y por qué importa.

1

Describe the development the way the policy measures it

Desarrollo inmobiliario

Restate the scheme in the units the council's policy counts in, usually household equivalent units or an equivalent measure per activity, split by the activities the policy charges for: water, wastewater, stormwater, transport, reserves and community infrastructure. Record the demand the site already carries, because a redevelopment is charged on the increase rather than on the whole.

Por que: The assessment is arithmetic once the units are agreed, so the units are the whole argument. A scheme described in the developer's language and assessed in the council's is a scheme whose figure nobody can reproduce, and the credit for existing demand is the single most commonly missed line, worth more than most of the details anybody spends time on.

EntradaDevelopment schemeCouncil contributions policyResultadoDemand in the policy's own unitsCredit for existing demand
2

Put it in the feasibility before the land price is fixed

Estimación conceptual

Price the contribution into the early estimate as its own line, activity by activity, and read what it does to the residual land value. Do it at the point the scheme is still being sized, because the number moves with unit count and with the mix of activities rather than with the build cost.

Por que: On a medium density scheme the contribution can be a substantial share of the total development cost and it lands before any revenue does. Discovered after the land is bought it comes straight off the margin, because the only remaining lever is the number of units, and that is the lever that changes the contribution too.

EntradaDemand in the policy's own unitsPolicy rates per unitResultadoContribution in the feasibilityEffect on what the land is worth
3

Hold an allowance against the policy moving

Provisiones y contingencias

Hold the contribution risk as a named allowance rather than inside a general contingency: the policy is reviewed on a cycle with the long-term plan, the rates move with it, and a project consented after a review is assessed on the rates in force at the time. Record what would release the allowance, which is usually the consent being lodged and assessed.

Por que: A long-dated scheme can cross a policy review between feasibility and consent, and the movement is a policy decision rather than market drift, so no cost index will predict it. Held as a named allowance it can be released deliberately when the assessment arrives; buried in contingency it is spent on something else long before the invoice comes.

EntradaContribution in the feasibilityWhen the policy is next reviewedResultadoAllowance held against a policy changeWhat would release it
4

Read the assessment against your own calculation

Correspondencia

When the notice of assessment arrives, read it line by line against the calculation you made in the feasibility and settle a position: accept it, object to it inside the window the Act gives, or open a development agreement in which the works or the payment are agreed with the council instead. Keep the notice, the working and the reply together on the record.

Por que: An objection is heard by independent development contribution commissioners rather than by the council that made the assessment, which makes it a genuine route and not a complaint. It is also a route with a deadline, and it is argued on the grounds the Act allows, such as the assessment misdescribing the development or the policy having been applied incorrectly, so the work done at the scoping step is the evidence for it.

EntradaNotice of assessmentYour own calculationResultadoAccept, object or agreeCorrespondence on the record
5

Put it where nobody will read it as a build cost

Explorador de costes

Place the contribution in the cost plan as its own line under development costs rather than inside the infrastructure or external works packages, split by the activities the policy charges for. Keep it comparable across schemes so the cost per unit can be read from one project to the next.

Por que: A contribution folded into external works distorts every rate benchmark the business keeps, and it does so silently, because the total still looks right. It also hides the one comparison that is genuinely useful to a developer, which is what different councils charge for the same building, and that comparison is a location decision rather than a design one.

EntradaAccept, object or agreeCost plan structureResultadoContribution on its own lineComparable across schemes
6

Know what the council can withhold until it is paid

Informes

Report the contributions across the portfolio with the event that makes each one payable, which under the policy may be the resource consent, the building consent, the service connection or the certificate that lets a subdivision proceed, and with what the council may withhold until it is paid.

Por que: This is the step that turns a known cost into a programme risk. A council entitled to withhold a code compliance certificate or a water connection until the contribution is paid can stop a settlement date, and the money is usually wanted at exactly the point in a development when there is least of it. Read a quarter ahead it is a drawdown. Read on the day it is a delay.

EntradaContribution on its own lineEvent that makes it payableResultadoWhen each payment falls dueWhat the council can withhold
Módulos

Módulos de este playbook

6 / 190 módulos de la plataforma

El mercado para el que está escrito este caso

Nueva Zelanda

Todo en este caso sigue la forma en que la obra se mide, se valora y se paga en este mercado. Los documentos, el desglose de costes y las reglas de pago son los que se usan allí, no una versión genérica.

Normas que sigue

  • NZS 3910
  • Construction Contracts Act

No tienes que configurar nada de eso a mano. La primera vez que abres la plataforma te pregunta en qué mercado trabajas. Elige este y ajusta el idioma de la interfaz, carga la base de costes correspondiente, registra la clasificación de costes y añade un proyecto de ejemplo que puedes abrir enseguida.

Las comprobaciones de este mercado también vienen con la plataforma. Actívalas una vez y un presupuesto al que le falte algo que el mercado espera queda señalado mientras trabajas en él, no después de presentar la oferta.

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