Estimating model-sample-pages
- 1. EXIT FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 1 How to Complete the Estimating Model xls Things you need: Estimating Model xls 2 hours of time PC in a quiet room NetMeeting (option) Things you need: Estimating Model xls 2 hours of time PC in a quiet room NetMeeting (option) Target Audience: Concept Estimators Project Managers RAM Team members Target Audience: Concept Estimators Project Managers RAM Team members Training and Reference Works Enablement Click & Flick Model training: Contact Kevin Kissack Model issues: Contact Sandra Johnson Model training: Contact Kevin Kissack Model issues: Contact Sandra Johnson Press F5 to Present Sample Pages from the 80 Page Original. Step-by-step self-delivered training via Powerpoint using actions. Click & flick to reduce cognitive overload. Comprehensive contents for reference. Estimating Model was a 15Mb highly complex huge Excel spreadsheet.
- 2. EXIT FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 2 Please open the Estimating Model xls. Save to C-Drive and use for practice during training. Screens Preparation Model Estimating Model xls
- 3. EXIT FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 3 Please arrange your screens like this: Powerpoint Presentation Estimating Model xls Training Practice Examples Preparation Screens
- 4. EXIT FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 4 Examples of Projects for Estimating (Concrete Poles) Work Types Introduction
- 5. EXIT FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 5 Examples of Work Types Underground distribution work Installing concrete poles Design Testing and commissioning Civil construction Substation construction Overhead distribution work What’s an EU? Introduction
- 6. EXIT FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 6 Description of an Estimating Unit (EU) EU Category EU Name Work Group(s) EU Description Total Labour (Hours) Total Materials ($$) Other information Simplified examples 11kV Air Break Switch (ABS) Install ABS and Pole Lines Overhead Line Design, Line Services 45 $9,250 Assumptions, risks, inclusions, exclusions, costs per phase, etc. Air Break Switch Handle Earth Rod ABS and new pole installed 132 / 66-11 kV - 100 MVA Procure, deliver, erect & test Transformer Sub Design, Civil Design, Subs Ops, Test, Comms, SCADA, Metering, Procurement. 60 $1,477,161 Assumptions, risks, inclusions, exclusions, costs per phase, etc. Oil Conservator Tank Transformer Tank High Voltage Bushing Low Voltage Bushing Cooling Fans Cooling Fins/ Radiator ABS Trans Introduction Costs and Gates
- 7. EXIT FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 7 Costs and Gates Introduction Costs and Estimating CV/AP CV for Design Contingency Unknown Unknowns Risk Known Unknowns CV for Construction CV = Contract Value Sponsor is Approver for Variations SPIA = Document from Asset Mmgt via Works Enablement. SPIA includes CV with full or partial release for the Design Phase. AP (Approved Project value) Variation 6 weeks for project services to review the estimate. CV for Design Negotiation Risk Known Unknowns As-Builts
- 8. EXIT FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 8 Cost Breakdown This pie chart provides the typical basic spread of costs for a greenfield project. Note how labour work groups are about a quarter of the Approved Value (AP). Labour is split into two to show that design labour is the main part of Gate 2, and that construction labour is the main part of Gate 3. The chart enables estimators to see where their time is best spent in making accurate estimates. Remember that Gate 3 approved estimates have an intended accuracy of +/- 10%. Costs and Estimating Introduction AP (Approved Value) for Design & Construction of a typical 3km 66kV Line Materials Cost Equipment Other Overheads Risk Contingency Project Management Misc Work Groups Design Construction Misc Work Groups Design Construction Design Gate2Labour Gate 3 Labour Project Management Sponsor Costs and Travel/ Accommodation
- 9. EXIT FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 9 Check the Date is current. The version changes by date. If ‘Out of Date Estimate’, open the latest version, then import old Model into it. Current Model Out of Date Model Import Tip: Copy the Model to C-Drive until it’s finished. (Network is too slow for big files) Date Tip Initial Checks when you get an Estimate New New! Model remembers % view! Order in which to complete the Model Old
- 10. EXIT FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 10 Work Groups – Profiles Work Groups - Demobilisation Work Groups Defaults values for crew size and work profile are usually adequate, but can be modified. Crew size = average number and typical roles. WG Work Groups cover: Design, Design-related, and Construction. Choose whether crews are claiming allowances: ‘living away from home’ or ‘travel’. An allowance for substandard accommodation can be added in Key Project Inputs (later) Tip Alternative accommodation might include Camper Vans for remote Projects. This can reduce travel time and result in earlier work completion. (Agreement required.) Townsville PM: Anthony Willis. Concept Estimates – Fortnightly Work Profile – Leave as the default.Concept Estimates – Fortnightly Work Profile – Leave as the default.
- 11. EXIT FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 11 Living Away from Home (Demobilisation) The decision to live away from home for a particular project and work area is through consultation with the Work Group manager, planners and schedulers. The considerations include: distance of project site from Major Resource Centre (RC), site access, project duration, and accepted work group practices. Demob’ 30-hour project, 1-hour drive from the RC, would not normally require demobilisation. or not? 5-month project, 1-day drive from the RC, would normally require demobilisation. Demob Guide Project work site to the nearest Major Resource Centre (RC) Distance (approx) < ~150km ~150–500km > ~500km Drive time (approx) < ~2 hours ~2–6 hours > ~6 hours Demobilisation No Weekly Fortnightly Travel time must consider total daily work hours and fatigue management. Driving is classed as working. Passengers need breaks too (toilet, leg stretch). Travel over 500km might include airfare. Ignore costs to get to/from the airport (negligible). Calculate for one person. Enter in two columns: ‘Return cost / hours lost per cycle’. Tips Guide Eg Earthworks Work Groups – Demobilisation Accom Project Site RC (Depot) Demob Cycle Major Resource Centres (RCs): Cairns, Townsville, Mackay, Rockhampton, Maryborough, and Toowoomba. Work Groups per person per person Return Hours Truck cost divided by crew. 200/4 = $50 pp. Demob Example Vehicle 1-week hire $200, 4-man crew, weekly cycle. Travel time lost per person per cycle is 6 hours, (3 there, 3 back). Eg
- 12. EXIT FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 12 Don’t use it! Not accurate enough because of too many construction variables. The calculated result is not automatically added to the estimate. Standard EU Use the civil designer’s earthworks calculations. Use the EUs in the Category: “Earth and Site Works”. Bench Side View It provides stability for the substation structures and allows for flooding. Retaining Wall Earthmat and wire Fence Bench Height Slope Bench Earthworks Volume Calculator What’s a Bench?
- 13. EXIT FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 13EU Library Press for Demo How to Select a Standard EU EU Category EU Name Quantity The other fields auto-populate Check the details, costs, phases, etc. Create a custom EU if needed. EU Category EU Name Quantity The other fields auto-populate Check the details, costs, phases, etc. Create a custom EU if needed. Not Used
- 14. EXIT FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 14 Tips EU Library (Sharepoint) EU Library on SharePoint Project Phases Tips Concrete Poles and Traffic Controls are in ‘Lines Overhead’. The EU Library on Sharepoint provides the Standard EU details within Excel files, which are grouped into EU Categories. Although estimators often use the (EU Library Summary) in the Model, the EU Library on Sharepoint has more details and has a better structure for analysis, plus it can be opened in a separate monitor for easier reference when completing the Estimate. ‘EU Library’ data is the same as ‘EU Library Summary’, but more detailed. Library of Standard EUs in Categories, on Sharepoint Listed in Nominal Build order. Listed in alphabetical order. Not Used
- 15. EXIT FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 15 Scroll around to see the values because they’re not all in one place. Scroll around to see the values because they’re not all in one place. Project Phases: Standard EUs The list below is the same, regardless of the Phase selected. The list below is the same, regardless of the Phase selected. Select Total or a Phase Concrete Pole EU: Tips EU Library Summary The values of selected Phases are shown here. The values of selected Phases are shown here.
- 16. EXIT FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 16 Concrete Pole EU: Tips These are major plant with a long lead time, and are procured by Transmission Lines Materials Officer via a Works Order (e.g. from PM.) Tips: Check there’s a contract with the supplier for that order/delivery time frame. Concrete Poles are in Lines Overhead. Consider: Max poles per delivery truck. Distance from supplier to site. Staged delivery or in one go. Aim to deliver concrete poles to the work site or a temporary secure site/depot nearby, not stores. Gate 2 delivery, storage, and cranage would be risks (known unknowns). More likely to be known at Gate 3. Transformer EU: Tips EU Library Summary EU Library Sharepoint Check Check EU Details: Such as what is included/excluded and phases. Note that transport costs are more than the pole! Use the ‘EU Library Summary’ of the Model, or ideally the EU Library on Sharepoint.
- 17. EXIT FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 17 These are major plant, typically large, with a long lead time (~1 year), procured by Stores (unless a 1-off). Aim to deliver to site or store at manufacturers, not to stores. Transformer EUs typically have costs that include: delivery to site, crane hire, install fins, oil fill, and initial test. These tasks are performed by the manufacturer. The EU typically excludes costs for base, bund, wall, storage and store-to-site cranage. Warranty begins from delivery date (ex-works). Only installed when civils are complete (base, bund, wall), and a crane is available. Check this upon ordering. Gate 2 delivery, storage, and cranage would be risks (known unknowns). More likely to be known at Gate 3. Transformer EU: Tips Check EU Details: such as what is included/excluded and the phases. Use the ‘EU Library Summary’ in the Model, or ideally the EU Library on Sharepoint. Check EU Library Sharepoint None Custom EU Bund wall (to contain leaks) Transformer (major plant) Protection wall (some on 4 sides) Concrete Base The ‘Transformer EU’ is for major plant. ‘Stores’ transformers are much smaller, with short lead times, and are defined within other EUs. E.g.: Lines Overhead, 200kVA Tx on a pole. This EU is not for small transformers Exclusion Exclusion Exclusion Not!
- 18. EXIT FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 18 Phase To View/Edit an existing Custom EU Press “Custom EUs” Press “Go To…” the Summary or a Phase To View/Edit an existing Custom EU Press “Custom EUs” Press “Go To…” the Summary or a Phase Press for Demo Complete the yellow cells hrs $$ hrs $$ Quick Demo: Create and View a Custom EU To Create a new Custom EU Press “Custom EUs” Press “Go To…” the Summary or a Phase Select EU Category using drop-down. Complete the yellow fields in detail. To Create a new Custom EU Press “Custom EUs” Press “Go To…” the Summary or a Phase Select EU Category using drop-down. Complete the yellow fields in detail. Risk Total Category Summary or Phase
- 19. EXIT FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 19 Example 1: Winter If construction is during all of May (winter) and it rained for a week during May for 8 years out of the past 10 years, then it’s likely to rain in May for a week. Therefore it’s a risk: add Labour hours to the estimate for delays for particular work groups, allow for increased duration in the project milestone, and document the reasons for these risks and costs. This example incorporates the estimated cost because it is likely to happen and we can allow for it, but we don’t know which day/week it will rain, or how much it will rain, or the impact of the rain. Nevertheless, a week of rain is risk-accounted for via a cost. Risk of Rain and How to Handle it Research the likelihood of rain based on: weather trends (past 5 years) link, weather predictions, ‘lessons learnt file’ from previous projects, and local opinion (SMEs, PMs). Example 2: Summer If it was summer and it hadn’t rained for the past 10 years at the site in the planned construction period, we would not treat heavy rain as a risk. However, if it did rain heavily during construction and negatively affect the project, then it would be classed as an unknown unknown, and costs would be paid for by the Contingency fund of the RAM/Sponsor via a variation (force majeure). Rainfall Notes It’s not just the rainfall that stops work such as civil construction, it’s the volume of water that restricts access to the site, plus waiting for that water to subside to allow for access again, assuming the bridges and roads are usable. For example, a heavy rainfall of 1 day could take a further 2 days to subside to allow access. Further- more, local towns, suppliers and Ergon depots and may also have no access. Enter a Risk
- 20. EXIT FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 20 We don’t mitigate risks, we add a cost. For example, we don’t take a spare EWP. This column is usually blank. Enter the Hours or Cost Risks are 50% or less. If ≥51%, make it an estimated cost not a risk. COST How to Enter a Risk Explain the Impact Standard EU Risks Custom EU Risks AutomaticAutomatic As above except: Describe details and impacts. Complete the ‘yellow cells’ from left to right. Enter the Hours or Cost