案例 / 估算与成本
估算与成本

按 ASAQS 标准计量规则编制房建工程量清单

从图纸上取量,按标准计量规则使用的工种顺序编排清单,把第 1 章的措施项目按固定费、与造价相关的费用和与工期相关的费用分别计价,并出具一份承包商不用回头问你某个单价包含什么就能报价的计价文件。

7 个步骤14 分钟造价咨询 / 工料测量顾问总承包商开发商/业主

运作方式,逐步说明

贯穿平台的 7 个步骤 - 每一步做什么,以及为什么重要。

1

Take the quantities off the drawings

PDF 测量

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.

原因: 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.

输入Tender drawingsSpecification成果Measured quantitiesMeasurement trail
2

Build the bill in the standard trade order

工程量清单

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.

原因: 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.

输入Measured quantitiesMeasurement standard成果Structured billItem descriptions
3

Price Bill No 1 in the three charge categories

措施项目费

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.

原因: 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.

输入Construction periodSite constraints成果Bill No 1Three charge categories
4

Build the rates from labour, material and plant

组合单价

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.

原因: 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.

输入Bill itemsLabour and material prices成果Rate build-upsPriced items
5

Set the markups and decide on price adjustment

工程量清单

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.

原因: 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.

输入Direct costCPAP indices成果Markup ratesTender sum
6

Run the bill through validation before it goes out

校验

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.

原因: 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.

输入Priced billValidation rules成果Validation reportCorrected items
7

Issue the pricing document and its summary

报告

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.

原因: 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.

输入Validated billTenderer list成果Pricing documentBill summary
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

南非

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.

更多 估算与成本 案例

估算与成本

发出估算前进行核查

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