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Unit 16TypesofCostEstimatesText Constructioncostestimatesmaybeviewedfromdifferentperspectivesbecauseofdifferentinstitutionalrequirements.Inspiteofmanytypesofcostestimatesusedatdifferentstagesofaproject,costestimatescanbebestclassifiedintothreemajorcategoriesaccordingtotheirfunctions.Aconstructioncostestimateservesoneofthethreebasicfunctions:design,bidandcontrol.Forestablishingthefinancingofaproject,eitheradesignestimateorabidestimateisused.Designestimates Intheplanninganddesignstagesofaproject,variousdesignestimatesreflecttheprogressofthedesign.Attheveryearlystage,inventmentseastimateisusuallymadebeforethefacilityisdesigned,andthereforemustrelyonthecostdataofsimilarfacilitiesbuiltinthepast.Apreliminaryestimateorconceptualestimateisbasedontheconceptualdesignofthefacilityatthestatewhenthebasictechnologiesforthedesignareknown.Thedetailedestimateordefinitiveestimateismadewhenthescopeofworkisclearlydefinedandthedetaileddesigninprogress,sothattheessentialfeaturesofthefacilityareidentifiable.Theengineer’sestimateisbasedonthecompletedplansandspecificationswhentheyarereadyfortheownertosolicitbidsfromconstructioncontractors.Inpreparingtheseestimates,thedesignprofessionalwillincludeexpectedamountsforcontractors’overheadsandprofits.Text Thecostsassociatedwithafacilitymaybedecomposedintoahierarchyoflevelsthatareappropriateforthepurposeofcostestimation.Thelevelofdetailindecomposingthefacilityintotasksdependsonthetypeofcostestimatetobeprepared.Forconceptualestimates,forexample,thelevelofdetailindefiningtasksisquitecoarse;fordetailedestimates,thelevelofdetailcanbequitefine. Fornewexample,considerthecostestimatesforaproposedbridgeacrossariver.Ascreeningestimateismadeforeachofthepotentialalternatives,suchasatiedarchbridgeoracantilevertrussbridge.Asthebridgetypeisselected,supposethate.g.thetechnologyischosentobeatiedarchbridgeinsteadofsomenewbridgeform,apreliminaryestimateismadeonthebasisofthelayoutoftheselectedbridgeformonthebasisofthepreliminaryorconceptualdesign①.Whenthedetaileddesignhasprogressedtoapointwhentheessentialdetailsareknown,adetailedestimateismadeonthebasisofthewelldefinedscopeoftheproject.Whenthedetailedplansandspecificationsarecompleted,anengineer’sestimatecanbemadeonthebasisofitemsandquantitiesofwork.TextBidestimates Thecontractor’sbidestimatesoftenreflectthedesireofthecontractortosecurethejobaswellastheestimatingtoolsatitsdisposal.Somecontractorshavewellestablishedcostestimatingprocedureswhileothersdonot.Sinceonlythelowestbidderwillbethewinnerofthecontractinmostbiddingcontests,anyeffortdevotedtocostestimatingisalosstothecontractorwhoisnotasuccessfulbidder.Consequently,thecontractormayputintheleastamountofpossibleeffortformakingacostestimateifitbelievesthatitschanceofsuccessisnothigh. Ifageneralcontractorintendstousesubcontractorsintheconstructionofafacility,itmaysolicitpricequotationsforvarioustaskstobesubcontractedtospecialtysubcontractors.Thus,thegeneralsubcontractorwillshifttheburdenofcostestimatingtosubcontractors.Ifallorpartoftheconstructionistobeundertakenbythegeneralcontractor,abidestimatemaybepreparedonthebasisofthequantitytakeoffsfromtheplansprovidedbytheowneroronthebasisoftheconstructionproceduresdevisedbythecontractorforimplementingtheproject②.TextForexample,thecostofafootingofacertaintypeandsizemaybefoundincommercialpublicationsoncostdatawhichcanbeusedtofacilitatecostestimatesfromquantitytakeoffs.However,thecontractormaywanttoassesstheactualcostofconstructionbyconsideringtheactualconstructionprocedurestobeusedandtheassociatedcostsiftheprojectisdeemedtobedifferentfromtypicaldesigns③.Hence,itemssuchaslabor,materialandequipmentneededtoperformvarioustasksmaybeusedasparametersforthecostestimates.Controlestimates Boththeownerandthecontractormustadoptsomebaselineforcostcontrolduringtheconstruction.Fortheowner,abudgetestimatemustbeadoptedearlyenoughforplanninglongtermfinancingofthefacility.Consequently,thedetailedestimateisoftenusedasthebudgetestimatesinceitissufficientdefinitivetoreflecttheprojectscopeandisavailablelongbeforetheengineer’sestimate④.Astheworkprogresses,thebudgetedcostmustberevisedperiodicallytoreflecttheestimatedcosttocompletion.Arevisedestimatedcostisnecessaryeitherbecauseofchangeordersinitiatedbytheownerorduetounexpectedcostoverrunsorsavings.TextForthecontractor,thebidestimateisusuallyregardedasthebudgetestimate,whichwillbeUsedforcontrolpurposesaswellasforplanningconstructionfinancing⑤.Thebudgetedcostshouldalsobeupdatedperiodicallytoreflecttheestimatedcosttocompletionaswellastoinsureadequateliquidityforthecompletionoftheproject.quotationn.報(bào)價(jià)單,估價(jià)單takeofn.估計(jì)量budgetestimate概算budgetedcost預(yù)算成本conceptualadj.概念的identifiableadj.可以確定的solicitvt.懇求hierarchyn.層次,層級(jí)tiedarchbridge系桿拱橋cantilevertrussbridge懸臂桁架橋subcontractorn.轉(zhuǎn)包商,次承包商baseline底線budgetcontrol預(yù)算控制,預(yù)算管理revisevt.修訂,校訂,修正,修改initiatevi.開始,發(fā)動(dòng),創(chuàng)始o(jì)verrunn.超支buildingproject建筑工程billofquantifies數(shù)量明細(xì)表,工程量清單allocationsofcost工程費(fèi)用分?jǐn)俥stimatedcost預(yù)算價(jià)值(費(fèi)用),估算成本cashflow(公司、政府等的)現(xiàn)金流轉(zhuǎn)breakdown毀掉,停頓,倒塌,中止,分解beappropriatefor對(duì)……適合atone’sdisposal隨某人自由處理,由某人隨意支配NewWordsandPhrasesNotes(1)Asthebridgetypeisselected,supposethate.g.thetechnologyischosentobeatiedarchBridgeinsteadofsomenewbridgeform,apreliminaryestimateismadeonthebasisofthelayoutoftheselectedbridgeformonthebasisofthepreliminaryorconceptualdesign. 一旦橋梁類型確定后,假定選定了系桿拱橋而不是其他新型橋梁,應(yīng)以所選定橋型的設(shè)計(jì)圖紙的初步設(shè)計(jì)或概念設(shè)計(jì)來進(jìn)行設(shè)計(jì)概算。(2)Ifallorpartoftheconstructionistobeundertakenbythegeneralcontractor,abidestimatemaybepreparedonthebasisofthequantitytakeoffsfromtheplansprovidedbytheowneroronthebasisoftheconstructionproceduresdevisedbythecontractorforimplementingtheproject. 如果總承包商承擔(dān)全部或部分建造工作,投標(biāo)報(bào)價(jià)將根據(jù)業(yè)主所提供的圖紙或根據(jù)執(zhí)行合同的承包商設(shè)計(jì)的施工程序來確定。(3)However,thecontractormaywanttoassesstheactualcostofconstructionbyconsideringtheactualconstructionprocedurestobeusedandtheassociatedcostsiftheprojectisdeemedtobedifferentfromtypicaldesigns. 但是,如果認(rèn)為項(xiàng)目不同于典型的設(shè)計(jì),承包商的實(shí)際建筑成本應(yīng)結(jié)合實(shí)際的施工程序及其相關(guān)的費(fèi)用來評(píng)定。Notes(4)Consequently,thedetailedestimateisoftenusedasthebudgetestimatesinceitissufficientdefinitivetoreflecttheprojectscopeandisavailablelongbeforetheengineer’sestimate. 由于施工圖預(yù)算足以明確反映施工范圍,并且早在施工預(yù)算之前就可以采用,因而,施工圖預(yù)算經(jīng)常用做概算。(5)Forthecontractor,thebidestimateisusuallyregardedasthebudgetestimate,whichwillbeUsedforcontrolpurposesaswellasforplanningconstructionfinancing. 對(duì)于承包商,投標(biāo)報(bào)價(jià)通常被視為預(yù)算費(fèi)用,它將用做費(fèi)用控制基準(zhǔn)以及制訂工程籌資計(jì)劃的依據(jù)。1.對(duì)業(yè)主來說,一項(xiàng)建筑設(shè)施的成本包括初始投資和隨后的運(yùn)行與養(yǎng)護(hù)費(fèi)用。2.設(shè)計(jì)者和施工管理者應(yīng)當(dāng)非常明確的重要一點(diǎn)是,施工建設(shè)費(fèi)用是成本中最主要的一項(xiàng)費(fèi)用,但是其他費(fèi)用也不可忽視。3.在高密度建筑的市區(qū)建設(shè)一個(gè)項(xiàng)目,取得土地的費(fèi)用是一項(xiàng)主要的成本,而對(duì)核電站等這樣的大型項(xiàng)目建設(shè),融資成本可能與項(xiàng)目的建造成本基本持平。4.站在業(yè)主方的角度看,為了分析項(xiàng)目全壽命周期的成本,對(duì)每個(gè)建設(shè)方案的運(yùn)行和維護(hù)成本進(jìn)行估計(jì)是同樣重要的。5.成本估算是項(xiàng)目管理中最重要的環(huán)節(jié)之一。它在項(xiàng)目建設(shè)的不同階段為項(xiàng)目的成本建立了一條基準(zhǔn)線。6.Acostestimateatagivenstageofprojectdevelopmentrepresentsapredictionprovidedbythecostengineerorestimatoronthebasisofavailabledata.7.costengineeringisdefinedasthatareaofengineeringpracticewhereengineeringjudgmentandexperienceareutilizedintheapplicationofscientificprinciplesandtechniquestotheproblemofco

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