케이스 / 적산 및 원가
적산 및 원가

territorial authority에 대한 development contributions 예산 반영하기

의회의 policy가 측정하는 방식대로 개발 내용을 기술하고, 토지 가격이 확정되기 전에 사정된 분담금을 사업성 검토에 반영하고, policy가 바뀔 위험을 고려하고, 사정 통지와 이의를 처리하고, 그 금액이 건설비로 읽히지 않을 위치에 cost plan에 배치하고, 각 납부 기한을 파악한다.

6단계14 분시행사 / 발주처원가 컨설팅 / 적산 업체PM/CM 업체

작동 방식, 단계별로

플랫폼 전반에 걸친 6단계 - 각 단계에서 무엇을 하는지, 그리고 왜 중요한지.

1

Describe the development the way the policy measures it

부동산 개발

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.

이유: 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.

입력Development schemeCouncil contributions policy결과Demand in the policy's own unitsCredit for existing demand
2

Put it in the feasibility before the land price is fixed

개산 견적

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.

이유: 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.

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

Hold an allowance against the policy moving

충당금 및 예비비

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.

이유: 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.

입력Contribution in the feasibilityWhen the policy is next reviewed결과Allowance held against a policy changeWhat would release it
4

Read the assessment against your own calculation

서신

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.

이유: 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.

입력Notice of assessmentYour own calculation결과Accept, object or agreeCorrespondence on the record
5

Put it where nobody will read it as a build cost

Cost Explorer

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.

이유: 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.

입력Accept, object or agreeCost plan structure결과Contribution on its own lineComparable across schemes
6

Know what the council can withhold until it is paid

보고서

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.

이유: 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.

입력Contribution on its own lineEvent that makes it payable결과When each payment falls dueWhat the council can withhold
모듈

이 플레이북의 모듈

플랫폼 190개 모듈 중 6

The market this case is written for

뉴질랜드

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

  • NZS 3910
  • Construction Contracts Act

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.

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