New Code of Estimating Practice by Roger Flanagan and Carol Jewell

New Code of Estimating Practice by Roger Flanagan and Carol Jewell

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Contents of New Code Estimating Practice

  • Code of estimating and tendering practice – principles and procedures
  • Section One Principles – the theory and background
  • Introduction
  • An imprecise science
  • Data, information, and knowledge in estimating
  • Experience, instinct, gut feel, intuition and bias
  • Optimism bias
  • The Fundamentals
  • Tender and bid
  • Pricing
  • Profitability
  • Types of tender
  • Tender award
  • The difference between procurement and tendering
  • Methods of procurement
  • Changes driving estimating practice
  • Digitisation
  • E-Tendering
  • Legislation and taxation
  • Bureaucracy
  • Competition and winning work
  • Specialisation
  • New technologies and off-site production
  • New methods of procurement
  • Best value
  • The bid process
  • Work breakdown structure
  • Underlying principles
  • Health and safety
  • Introduction
  • Estimating the cost of health and safety
  • The pre-qualification process
  • Introduction
  • Bidding for public sector projects
  • Procurement, selection, contractual arrangements and legal issues
  • Methods of procurement
  • Two-stage tendering
  • Framework agreements
  • Concession contracts
  • Engineer Procure Construct (EPC)
  • Prime contracting
  • Early contractor involvement (ECI)
  • Integrated Project Delivery (IPD)
  • Selection processes
  • Integrated design and construction
  • E-procurement
  • E-auctions
  • Abnormally low tenders
  • Preliminaries
  • Site establishment
  • Insurances, bonds and so on
  • Site records
  • Fees and charges
  • Compliance
  • Environmental management
  • Wastewater treatment system
  • Waste management
  • Waste disposal, sorting and storage
  • Setting out
  • Control and protection
  • Completion and post-completion requirements
  • Contingencies
  • Management and staff
  • Temporary Works
  • Introduction
  • Temporary works management
  • Temporary works co-ordinator (TWC)
  • Temporary works supervisor
  • Temporary works register
  • Temporary works design brief
  • Scaffolding
  • Falsework
  • Formwork
  • Earthworks
  • Temporary services
  • Façade retention
  • Structures – design and loading
  • Plant foundations
  • Protection on-site
  • Traffic management
  • Temporary access for vehicles and pedestrians
  • Barriers for pedestrians and vehicles
  • Haul roads
  • Works associated with any ordnance uncovered
  • Signage
  • Protection of adjacent properties
  • Cost-estimating techniques
  • Approximate quantities
  • Cost planning
  • Private finance initiative/public–private partnerships/build, operate
  • and transfer, and whole-life costing
  • Risk management
  • Background
  • Risk analysis
  • Cost estimating accuracy
  • Logistics
  • Materials logistics plan
  • Materials management
  • Personnel management and health and safety
  • Plant, tools and equipment – maintenance and management
  • Transportation
  • Traffic management
  • Resource and production planning
  • Planning techniques
  • Resource planning
  • Time – its perception and impact on the estimating process
  • Computer-aided cost estimating
  • BIM and the estimating process
  • Overview
  • The challenges of using BIM in the estimating process
  • Section Two Processes – the practice
  • Consider and assess
  • Receive preliminary enquiry
  • Consider order backlog/new orders
  • Decision to tender (bid or no bid)
  • Project information, schedule and questionnaire
  • Consider client and consultant team and project delivery availability
  • Assessment criteria – lowest price/quality and so on
  • The likely competition
  • Information and time planning
  • Works specialty/works contractor enquiries
  • The bid team
  • Produce bid timetable/strategy
  • Examine documents – contract, design, bonds, warranties
  • and insurance
  • Site visit – utilities, ground conditions, adjacent properties
  • and so on
  • Method statement/logistics plan
  • Contract terms and conditions
  • Special employer requirements and modifications to standard
  • clauses
  • Resource planning and pricing
  • Pricing the works
  • Establish unit rates – labour and plant
  • Establish unit rates – labour, materials and plant
  • Labour cost issues – a summary
  • Build-up unit rates
  • Gang sizes for activities
  • Allocation of costs
  • All-in rates for plant and equipment
  • Select materials and specialty contractors’ quotations
  • Specialty contractor quotations
  • Provisional sums – defined and undefined
  • Incorporating provisional sums in an estimate
  • Daywork
  • Pricing the preliminaries
  • Add allowances
  • Prepare estimator’s report
  • Examine and consider
  • Examine preliminaries
  • Requests for further information
  • Examine method and tender programme
  • Examine resource costs
  • Consider the competition for the project in the market
  • Consider cash flow and capital requirements for the project
  • Bid assembly and adjudication
  • Finalise the pricing
  • Bid adjudication/final review
  • Qualification of any special items of tender
  • Pre-production planning and processes
  • Develop a detailed method statement
  • Develop production planning schedule
  • Allocate resources
  • Obtain licences and so on from local authority and utilities
  • organisation
  • Ordering of long lead-time materials, plant
  • and equipment
  • Request for further information from consultants and specialty
  • contractors
  • Pre-production schedule prior to work commencement
  • Check conditions of contract award
  • Site production
  • Pricing change and variation orders
  • Appointment of specialist contractors
  • Estimating and pricing contractual claims
  • Production of final account
  • Cost–value reconciliation
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New Code of Estimating Practice by Roger Flanagan and Carol Jewell

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