PDF Free Download | New Code of Estimating Practice by Roger Flanagan and Carol Jewell

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