案例 / 估算与成本
估算与成本

为territorial authority预算development contributions

按议会政策衡量的方式描述项目,在地价确定前把评估的分摊费用纳入feasibility,承担政策变动的风险,处理notice of assessment及可能的异议,把这笔金额放在成本计划中不会被误读为建筑成本的位置,并了解每笔款项何时到期。

6 个步骤14 分钟开发商/业主造价咨询 / 工料测量顾问项目/施工管理公司

运作方式,逐步说明

贯穿平台的 6 个步骤 - 每一步做什么,以及为什么重要。

1

Describe the development the way the policy measures it

房地产开发

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.

原因: 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.

输入Development schemeCouncil contributions policy成果Demand in the policy's own unitsCredit for existing demand
2

Put it in the feasibility before the land price is fixed

概念估算

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.

原因: 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.

输入Demand in the policy's own unitsPolicy rates per unit成果Contribution in the feasibilityEffect on what the land is worth
3

Hold an allowance against the policy moving

暂列金额与应急费

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.

原因: 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.

输入Contribution in the feasibilityWhen the policy is next reviewed成果Allowance held against a policy changeWhat would release it
4

Read the assessment against your own calculation

往来函件

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.

原因: 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.

输入Notice of assessmentYour own calculation成果Accept, 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.

原因: 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.

输入Accept, object or agreeCost plan structure成果Contribution on its own lineComparable across schemes
6

Know what the council can withhold until it is paid

报告

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.

原因: 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.

输入Contribution on its own lineEvent that makes it payable成果When each payment falls dueWhat the council can withhold
模块

此方案使用的模块

190 个平台模块中的 6

The market this case is written for

新西兰

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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估算与成本

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让已计价的清单通过核查规则,清除所有警告和错误,再导出一份可以直接交给客户的干净报告。

3 个步骤8 分钟打开
估算与成本

根据成本数据库进行估算

从真实的成本数据库中提取已计价项目,据此构建清单,把常用的组合做法打包成组合定额,提交投标数字前先做校核。

4 个步骤12 分钟打开
估算与成本

根据成本风险设定应急费

把单点估算转化为区间估算,对真正存在不确定性的项目运行蒙特卡洛模拟,读取P50到P90的分布区间,设定一个可以逐项说清楚的应急费。

3 个步骤11 分钟打开