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적산 및 원가

Class D부터 Class A까지 견적 등급 진행

각 견적이 무엇을 근거로 작성되었는지와 그것이 등급 체계의 어느 단계에 해당하는지를 명시하고, 해당 등급이 요구하는 설계여유를 리스크와 별도로 관리하며, 원가를 공종별뿐 아니라 요소별로도 집계하고, 준공일이 아니라 시공 중간시점으로 상승률을 반영합니다.

5단계20 분원가 컨설팅 / 적산 업체시행사 / 발주처PM/CM 업체종합건설사

작동 방식, 단계별로

플랫폼 전반에 걸친 5단계 - 각 단계에서 무엇을 하는지, 그리고 왜 중요한지.

1

Say what this estimate was prepared from

견적 근거

Record the documents the estimate rests on and the class of the ladder they put it in, together with what is included and excluded, the market conditions assumed and the reason for the contingency carried. Name the design allowance the class expects, and do not state an accuracy range.

이유: The class is a statement about the documents rather than about the estimator, which is exactly why it is worth writing down. It tells the reader whether they are looking at a number to plan around or a number to commit to, and that is the difference between an estimate that gets superseded and one that gets blamed.

입력Design documents at this stageAssumptions and exclusions결과Basis document stating the classDesign allowance declared
2

Carry design allowance and risk as separate lines

충당금 및 예비비

Carry the design allowance for the class as its own line, carry the allowance for identified risks as a second one, and write the reason for each beside it rather than in a covering note.

이유: The two answer different questions and only one of them shrinks as drawings arrive. Rolled into a single contingency, the design maturing forces you either to cut a number you should keep or to keep one you should cut, and neither version can be explained to the client without explaining the mistake.

입력Class and its design allowanceIdentified project risks결과Two allowance lines with reasonsA design allowance that can shrink
3

Roll the cost up by element as well as by trade

내역서

Summarise the same cost by building element, so substructure, structure, envelope, internal finishes, services and external works each carry a total and a cost per square metre alongside the trade breakdown.

이유: A client comparing this scheme against the last one compares elements, because trades shift with the procurement route and elements do not. It is also the fastest way to find the line that is wrong: an envelope rate out by a third is invisible in a trade total and obvious per square metre.

입력Priced bill by tradeGross floor area결과Elemental summaryCost per square metre by element
4

Escalate to the mid-point of construction

물가 지수

Apply escalation from a dated index series between the date the prices were built and the mid-point of the construction period, and state both dates on the face of the estimate.

이유: Escalating to the tender date underprices everything that happens after it and escalating to completion overprices half the job. The mid-point is where the average dollar is actually spent, and a reviewer expects to see it, so using it is one fewer thing you have to defend.

입력Base date of the pricesConstruction start and finish결과Escalation to the mid-pointBoth dates stated on the estimate
5

Compare the classes and say what moved the number

보고서

Report the newer estimate against the earlier one element by element, separating what moved because the design changed, what moved because the market moved, and what moved because an allowance was released.

이유: When a Class B replaces a Class C the client asks one question, which is why the number changed. An answer split into design, market and allowance is a conversation about the project. A single variance figure is an accusation looking for somebody to attach itself to.

입력The earlier estimateThe current estimate결과Variance split by causeA movement the client can accept
모듈

이 플레이북의 모듈

플랫폼 190개 모듈 중 5

The market this case is written for

캐나다

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

  • CCDC
  • CSA
  • NBC 2020

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.

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