ケース / 積算とコスト
積算とコスト

ASAQS 標準計測方式で建築の内訳書を積算する

図面から数量を拾い、標準計測方式が用いる工種の順序で内訳書を組み立て、第 1 章の共通仮設を固定費、金額連動費、期間連動費に分けて計上し、単価に何が含まれるのかを問い返されずに入札できる積算図書を発行する。

7ステップ14 分コストコンサルティング会社 / 積算事務所総合建設会社デベロッパー / 発注者

仕組みをステップごとに

プラットフォーム全体で7ステップ - 各ステップで何をするか、そしてなぜ重要か。

1

Take the quantities off the drawings

PDF 計測

Scale the tender drawings, measure element by element and keep each measurement attached to the sheet and the area it came from, so a quantity can be traced back to the line on the drawing that produced it.

理由: A bill without a measurement trail cannot be remeasured, and remeasurement is exactly what clause 26.9 of the JBCC principal building agreement asks for when quantities in the priced document turn out to be wrong. Quantities that can be pointed back at a drawing settle that in an afternoon; quantities that exist only as totals turn it into a dispute.

入力Tender drawingsSpecification出力Measured quantitiesMeasurement trail
2

Build the bill in the standard trade order

内訳書

Lay the bill out in the trade sections the ASAQS Standard System of Measuring Building Work uses, write each item description to the unit and the coverage rule that section gives it, and keep civil engineering work in its own bill measured to SANS 1200.

理由: The standard system exists so that an item description carries a known coverage: what the rate includes and what has to be measured separately. A bill written in a house style makes every tenderer guess at that boundary, and a bill priced on different guesses is not a comparison of prices, it is a comparison of assumptions.

入力Measured quantitiesMeasurement standard出力Structured billItem descriptions
3

Price Bill No 1 in the three charge categories

共通仮設費

Set out the preliminaries as Bill No 1 and split every item into the category it belongs to: fixed charges that happen once regardless of value or time, value related charges that move with the contract value, and time related charges that move with the construction period.

理由: Clause 26.9 of the JBCC principal building agreement adjusts preliminaries on exactly this split when the contract value or the period changes, and a lump sum preliminaries figure gives it nothing to work with. A contractor who has priced site establishment as a fixed charge and site management as a time related charge gets paid for an extension of time; one who lumped them together argues for it.

入力Construction periodSite constraints出力Bill No 1Three charge categories
4

Build the rates from labour, material and plant

複合単価

Price each item from a written build-up rather than from memory: the labour constant, the material with its waste allowance, and the plant the item needs, so the rate can be taken apart again by anyone who asks.

理由: Clause 26.2 of the JBCC principal building agreement values work of a similar character at the rates in the priced document, and work that is not similar at rates based on them. Both of those need a rate you can open up. A rate held in one estimator's head prices the tender and then cannot value a single instruction for the next two years.

入力Bill itemsLabour and material prices出力Rate build-upsPriced items
5

Set the markups and decide on price adjustment

内訳書

In the bill's Markups & Overheads panel, load the South African markup template, set overheads and profit against the cost element each belongs to, and decide whether the contract carries contract price adjustment. Where it does, the adjustment is the Haylett formula worked on the Statistics South Africa work group indices named in the contract data.

理由: A fixed price bid on a two year building contract is a bet on the rand price of steel and cement, and contract price adjustment is the mechanism the market uses instead of that bet. Deciding it at tender rather than at the first cement increase is what keeps the decision commercial rather than adversarial, and clause 26.9 of the JBCC principal building agreement expects the basis to be in the priced document already.

入力Direct costCPAP indices出力Markup ratesTender sum
6

Run the bill through validation before it goes out

検証

Check the bill for the faults that survive a read-through: an item with a unit that does not match its description, a quantity of zero left in from a superseded drawing, a rate that is an order of magnitude away from its neighbours, a section that carries no preliminaries at all.

理由: An error in a bill of quantities issued for tender is not a private mistake. Under clause 23.2 of the JBCC principal building agreement an inaccurate quantity in the priced document is a ground for revising the date for practical completion with an adjustment of the contract value, so the employer pays for it twice, in money and in time.

入力Priced billValidation rules出力Validation reportCorrected items
7

Issue the pricing document and its summary

レポート

Export the bill as the pricing document tenderers price into, with the bill summary that carries the section totals, the preliminaries and the provisional sums, budgetary allowances and prime cost amounts stated separately.

理由: Clause 17.1.13 of the JBCC principal building agreement lets the principal agent instruct the expenditure of budgetary allowances, prime cost amounts and provisional sums, and clause 26.9 adjusts them against what was actually spent. That only works if they were shown separately at tender. A bill that buries them inside trade totals cannot be adjusted without reopening the whole price.

入力Validated billTenderer list出力Pricing documentBill summary
モジュール

このプレイブックのモジュール

プラットフォーム 190 モジュール中 6

The market this case is written for

南アフリカ

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

  • JBCC 6.2
  • SANS 1921

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.

The rule checks for this market come with the platform too. Switch them on once and an estimate that misses something the market expects is flagged while you are still working on it, not after the tender has gone out.

積算とコストの他のケース

積算とコスト

送付前に見積を確認する

積算済みの内訳書を検証ルールにかけ、すべての警告とエラーを解消し、そのまま顧客に渡せるきれいなレポートを出力する。

3ステップ8 分開く
積算とコスト

コストデータベースから見積を作成する

実在のコストデータベースから積算項目を取り出して内訳書を組み立て、繰り返し使う積み上げをアセンブリにまとめ、入札額を確定する前にチェックを実行します。

4ステップ12 分開く
積算とコスト

コストリスクから予備費を設定する

単一値の見積を幅のある値に変え、本当に不確実性のある項目についてモンテカルロシミュレーションを実行し、P50からP90の分布を読み取り、行ごとに根拠を示せる予備費を設定します。

3ステップ11 分開く