ESTIMATING (QUSU07007)

INTRODUCTION
Sean McGagh
 THE LECTURER

Sean McGagh BSc (Hons), MA, MSCSI, MRICS

Quantity Surveying Qualifications
Teaching Qualifications
Quantity Surveying Experience
Lecturing Experience
 THE STUDENTS

Mature Students (Adult Learners).

Diverse Background.
Various cognate qualifications.
Various non-cognate qualifications.
Varying levels of experience in ICT skills.
Varying levels of experience in the construction industry.
Varying levels of experience working as a Quantity Surveyor,
Estimator, etc.
 THE MODULE

Estimating
5 Credit Module
This module introduces students to the role of the
Contractor's Estimator including rate calculation,
tendering and the employment of sub-contractors
 LEARNING OUTCOMES
On completion of this module the learner will/should be able to

1. Describe the role of the estimator and procedures adopted when

estimating

2. Outline the resources considered in estimating

3. Calculate unit rates for various common items

4. Discuss tender influences, prequalification and outline a tender

review by the contractor

5. Examine the stages of sub-contractor appointment

 THE SYLLABUS
Glossary
Estimating role and underlying principles
Pricing the Works
Resources
Labour

Plant

Material

Rate Calculations
Tender Documentation
Subcontractors
 ESTIMATING ROLE AND
UNDERLYING PRINCIPLES
Definitions

Principles

Good Practice

Bid Management

Risk and Value Management

Health, Safety and Environment

Supply Chain Management

 PRICING THE WORKS
Pricing Strategies
Unit Rate V Operational Estimating
Unit Rates
Components of a Rate
Methods of Measurement
Model Rates
Overheads
Profit
The Cost of Tendering
The Final Tender
 RESOURCES - LABOUR
Estimating Labour Requirements
Registered Employment Agreements
Wage Rates
Labour Costs
Hours Worked
Labour Constants
Productivity
All-in Hourly Rates
Calculations
 RESOURCES - PLANT
Plant Requirements
Non-Mechanical
Mechanical

Operation
Taxation
Contractors Own Plant
Purchase/Leasing/Hire
Plant Quotations
Calculation of the Plant Rate
 RESOURCES - MATERIALS
Material Element of the Unit Rate
Price Delivered to Site
Unloading Stacking and Handling
Waste on Materials
Subsidiary Fixing Materials
Method of Measurement of the Bill Item
Quotation
Specification
Payments/Trade Discounts
Conversion Factors
Sampling/Testing
 RATE CALCUATIONS
Excavation and Filling
Concrete Work
Brickwork and Blockwork
Woodwork
Roofing Cladding and Waterproofing
Structural Steelwork
Drainage
 TENDER INFLUENCES
The Project.
The Site
Construction Options
Work in Progress
Finance
Company Expertise
Form of Contract
Bonding
Contract period
Sub contractors & PC Sums
Market conditions
Competition
The client
Consultants
 TENDER DOCUMENTATION
Tenderers Other Documents
Tender Documents Design & Build
Invitation to Tender Management Contracts
Form of Tender
The Drawings
The Specification
Pricing Document
Bill of Quantities
Preliminary Health &
Safety Plan
Works Requirements
 PRIME COSTS &
PROVISIONAL SUMS
Introduction

Subcontractors

Nominated Supplier

Nominated Subcontractor

Adequacy of Information

Attendances:
General
Special
 SOFTWARE

Spreadsheet Software - Microsoft Excel

The link below is a Learn for Free website

which provides very good tutorials on
Excel (and other Microsoft applications)
from the basics up to advanced level
across all the different versions of Office
from 2000. Should you have little or no
experience in Excel please take some time
to work your way through the tutorials.
https://www.gcflearnfree.org/subjects/office
/
 MOODLE

Virtual Learning Environment (VLE)

Learning Platform
Used for:
Attendance

Student Contact

Notes and other learning material

Issue of Assignment Briefs

Submission of Assignments
 TEXTBOOKS

The purchase a textbook is not

required.
However, there are other
textbooks that are quite
relevant in the area of
Estimating.
 ESTIMATOR'S POCKET BOOK

The Estimators Pocket Book is a

concise and practical reference covering
the main pricing approaches, as well as
useful information such as how to
process sub-contractor quotations,
tender settlement and adjudication.

It includes instructions on how to handle:

unit-rate pricing for different trades; pro
rata pricing and dayworks; builders
quantities; approximate quantities.
 ESTIMATING FOR BUILDERS & SURVEYORS 2nd Ed
Written for students taking courses in
building and surveying, 'Estimating for
Builders and Surveyors' describes and
explains the method used by the
estimator to build up prices or rates for
items described in the SMM7 format.

Each chapter is a self-contained unit

related to a particular element in the
building.

Worked examples throughout reflect both

traditional and up-to-date technology.

Written by an author team of academics

and professional surveyors, this book
continues to be an invaluable
introduction to the subject of estimating.
 ESTIMATING FOR BUILDERS & SURVEYORS 5th ED
Estimating and Tendering for Construction
Work is in its 5th edition and explains the
job of the estimator through every stage,
from early cost studies to the creation of
budgets for successful tenders.
This new edition covers:
new tendering and procurement methods
the move from basic estimating to cost-
planning and the greater emphasis placed
on partnering and collaborative working
the New Rules of Measurement (NRM1
and 2), and examines ways in which
practicing estimators are implementing the
guidance
emerging technologies such as BIM
(Building Information Modelling) and
estimating systems which can interact with
3D design models
 ASSESSMENT

End of Semester Assessment 60%

Continuous Assessment 40%
Two Assignments excel based.

Submission of all assignments will be via moodle.

Submission dates have yet to be agreed.
Assignments will be issued in the coming weeks.