Estimating model-sample-pages

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Estimating model-sample-pages

  1. 1. EXIT  FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 1How to Complete theEstimating Model xlsThings 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 membersTarget Audience: Concept Estimators Project Managers RAM Team membersTraining and ReferenceWorks EnablementClick & FlickModel training: ContactKevin KissackModel issues: ContactSandra JohnsonModel training: ContactKevin KissackModel issues: ContactSandra JohnsonPress F5 toPresentSample 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. 2. EXIT  FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 2Please open the Estimating Model xls.Save to C-Drive and use for practice during training.ScreensPreparationModelEstimating Model xls
  3. 3. EXIT  FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 3Please arrange your screens like this:Powerpoint PresentationEstimating Model xlsTraining PracticeExamplesPreparationScreens
  4. 4. EXIT  FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 4Examples of Projects for Estimating(Concrete Poles)WorkTypesIntroduction
  5. 5. EXIT  FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 5Examples of Work TypesUnderground distribution workInstalling concrete polesDesign Testing and commissioningCivil constructionSubstation constructionOverhead distribution workWhat’s an EU?Introduction
  6. 6. EXIT  FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 6Description of an Estimating Unit (EU)EU CategoryEU NameWork Group(s)EU DescriptionTotal Labour (Hours)Total Materials ($$)Other informationSimplifiedexamples11kV Air Break Switch (ABS)Install ABS and PoleLines OverheadLine Design, Line Services45$9,250Assumptions, risks, inclusions,exclusions, costs per phase, etc.AirBreakSwitchHandleEarthRodABS andnew poleinstalled132 / 66-11 kV - 100 MVAProcure, deliver, erect & testTransformerSub Design, Civil Design, Subs Ops, Test,Comms, SCADA, Metering, Procurement.60$1,477,161Assumptions, risks, inclusions,exclusions, costs per phase, etc.OilConservatorTankTransformerTankHighVoltageBushingLow VoltageBushingCoolingFansCooling Fins/ RadiatorABSTransIntroductionCosts andGates
  7. 7. EXIT  FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 7Costs and GatesIntroductionCosts andEstimatingCV/APCV forDesignContingencyUnknown UnknownsRiskKnown UnknownsCV forConstructionCV = Contract ValueSponsor isApprover forVariationsSPIA = Document from Asset Mmgt via WorksEnablement. SPIA includes CV with full or partialrelease for the Design Phase.AP (Approved Project value)Variation6 weeks for project servicesto review the estimate.CV forDesignNegotiationRiskKnown UnknownsAs-Builts
  8. 8. EXIT  FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 8Cost BreakdownThis pie chart provides the typicalbasic spread of costs for agreenfield project.Note how labour work groups areabout a quarter of the ApprovedValue (AP).Labour is split into two to showthat design labour is the main partof Gate 2, and that constructionlabour is the main part of Gate 3.The chart enables estimators tosee where their time is best spentin making accurate estimates.Remember that Gate 3 approvedestimates have an intendedaccuracy of +/- 10%.Costs and EstimatingIntroductionAP (Approved Value)for Design & Construction of a typical 3km 66kV LineMaterials CostEquipmentOtherOverheadsRiskContingencyProjectManagementMiscWorkGroupsDesignConstructionMiscWorkGroupsDesignConstructionDesignGate2LabourGate 3 LabourProjectManagementSponsor Costsand Travel/Accommodation
  9. 9. EXIT  FeedbackMar 28 2012How to Complete the Estimating Model xls Contents 9Check the Date is current.The version changes by date.If ‘Out of Date Estimate’, openthe latest version, then importold Model into it.CurrentModelOut ofDateModelImportTip: Copy the Model toC-Drive until it’s finished.(Network is too slow for big files)DateTipInitial Checks whenyou get an EstimateNewNew! Modelremembers % view!Order in which tocomplete the ModelOld
  10. 10. EXIT  FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 10Work Groups – ProfilesWork Groups -DemobilisationWork GroupsDefaults values for crew size and work profileare usually adequate, but can be modified.Crew size = average number and typical roles.WGWork Groups cover:Design, Design-related,and Construction.Choose whether crews are claiming allowances:‘living away from home’ or ‘travel’.An allowance for substandard accommodationcan be added in Key Project Inputs (later)TipAlternative accommodation might include Camper Vans forremote Projects. This can reduce travel time and result in earlierwork 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. 11. EXIT  FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 11Living Away from Home (Demobilisation)The decision to live away from home for a particular project and work area isthrough consultation with the Work Group manager, planners and schedulers.The considerations include: distance of project site from Major ResourceCentre (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 > ~500kmDrive time (approx) < ~2 hours ~2–6 hours > ~6 hoursDemobilisation No Weekly FortnightlyTravel 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’.TipsGuideEgEarthworksWork Groups – DemobilisationAccomProjectSiteRC (Depot)DemobCycleMajor Resource Centres (RCs):Cairns, Townsville, Mackay, Rockhampton,Maryborough, and Toowoomba.Work GroupsperpersonperpersonReturn HoursTruck costdivided by crew.200/4 = $50 pp.Demob ExampleVehicle 1-week hire$200, 4-man crew,weekly cycle.Travel timelost perperson percycle is6 hours,(3 there,3 back).Eg
  12. 12. EXIT  FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 12Don’t use it!Not accurate enough becauseof too many construction variables.The calculated result is notautomatically added to the estimate.Standard EUUsethe civil designer’searthworks calculations.Usethe EUs in the Category:“Earth and Site Works”.BenchSide ViewIt provides stability for the substation structures and allows for flooding.Retaining WallEarthmat and wireFenceBench HeightSlopeBenchEarthworks Volume CalculatorWhat’s a Bench?
  13. 13. EXIT  FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 13EU LibraryPress forDemoHow 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. 14. EXIT  FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 14TipsEU Library (Sharepoint)EU Library on SharePointProjectPhasesTipsConcrete Poles andTraffic Controls arein ‘Lines Overhead’.The EU Library on Sharepoint provides theStandard EU details within Excel files, which aregrouped into EU Categories.Although estimators often use the(EU Library Summary) in the Model, the EU Library onSharepoint has more details and has a better structure foranalysis, plus it can be opened in a separate monitor foreasier reference when completing the Estimate.‘EU Library’ data isthe same as ‘EULibrary Summary’,but more detailed.Library of Standard EUs in Categories, on SharepointListed in NominalBuild order.Listed in alphabetical order.Not Used
  15. 15. EXIT  FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 15Scroll around to see thevalues because they’re notall in one place.Scroll around to see thevalues because they’re notall in one place.Project Phases: Standard EUsThe list below is thesame, regardless ofthe Phase selected.The list below is thesame, regardless ofthe Phase selected.SelectTotal ora PhaseConcrete PoleEU: TipsEU Library SummaryThe values ofselected Phasesare shown here.The values ofselected Phasesare shown here.
  16. 16. EXIT  FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 16Concrete Pole EU: TipsThese are major plant with a long lead time, andare procured by Transmission Lines MaterialsOfficer via a Works Order (e.g. from PM.)Tips: Check there’s a contract with the supplier forthat order/delivery time frame. Concrete Poles arein Lines Overhead.Consider: Max poles per delivery truck. Distancefrom supplier to site. Staged delivery or in one go.Aim to deliver concrete poles to the work site or atemporary secure site/depot nearby, not stores.Gate 2 delivery, storage, and cranage would berisks (known unknowns). More likely to be knownat Gate 3.TransformerEU: TipsEU LibrarySummaryEU LibrarySharepointCheckCheck EU Details:Such as what is included/excluded and phases. Note thattransport costs are more than the pole! Use the ‘EU LibrarySummary’ of the Model, or ideally the EU Library on Sharepoint.
  17. 17. EXIT  FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 17These are major plant, typically large, with along lead time (~1 year), procured by Stores(unless a 1-off). Aim to deliver to site or storeat manufacturers, not to stores.Transformer EUs typically have costs thatinclude: delivery to site, crane hire, install fins,oil fill, and initial test. These tasks areperformed by the manufacturer. The EUtypically 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. Checkthis upon ordering.Gate 2 delivery, storage, and cranage would berisks (known unknowns). More likely to beknown at Gate 3.Transformer EU: TipsCheck EU Details: such as what is included/excluded andthe phases. Use the ‘EU Library Summary’ in the Model, orideally the EU Library on Sharepoint.CheckEU LibrarySharepointNoneCustom EUBund wall(to contain leaks)Transformer(major plant)Protection wall(some on 4 sides)Concrete BaseThe ‘Transformer EU’ isfor major plant.‘Stores’ transformers aremuch smaller, with shortlead times, and aredefined within other EUs.E.g.: Lines Overhead,200kVA Tx on a pole.This EU isnot for smalltransformersExclusionExclusionExclusionNot!
  18. 18. EXIT  FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 18PhaseTo View/Edit an existing Custom EU Press “Custom EUs” Press “Go To…” the Summary or a PhaseTo View/Edit an existing Custom EU Press “Custom EUs” Press “Go To…” the Summary or a PhasePress forDemo Complete the yellow cellshrs $$hrs $$Quick Demo: Create and View a Custom EUTo 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.RiskTotal CategorySummaryorPhase
  19. 19. EXIT  FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 19Example 1: WinterIf construction is during all of May(winter) and it rained for a weekduring May for 8 years out of thepast 10 years, then it’s likely to rainin May for a week.Therefore it’s a risk: add Labourhours to the estimate for delays forparticular work groups, allow forincreased duration in the projectmilestone, and document thereasons for these risks and costs.This example incorporates theestimated cost because it is likely tohappen and we can allow for it, butwe don’t know which day/week it willrain, or how much it will rain, or theimpact of the rain. Nevertheless, aweek of rain is risk-accounted for viaa cost.Risk of Rain and How to Handle itResearch the likelihood of rain based on:weather trends (past 5 years) link, weatherpredictions, ‘lessons learnt file’ from previousprojects, and local opinion (SMEs, PMs).Example 2: SummerIf it was summer and ithadn’t rained for the past10 years at the site inthe planned constructionperiod, we would nottreat heavy rain as arisk.However, if it did rainheavily duringconstruction andnegatively affect theproject, then it would beclassed as an unknownunknown, and costswould be paid for by theContingency fund of theRAM/Sponsor via avariation (force majeure).Rainfall NotesIt’s not just the rainfall that stops work such as civilconstruction, it’s the volume of water that restrictsaccess to the site, plus waiting for that water tosubside to allow for access again, assuming thebridges and roads are usable.For example, a heavy rainfall of 1 day could take afurther 2 days to subside to allow access. Further-more, local towns, suppliers and Ergon depots andmay also have no access.Entera Risk
  20. 20. EXIT  FeedbackMar 7 2012How to Complete the Estimating Model xls Contents 20We don’t mitigaterisks, we add a cost.For example, we don’ttake a spare EWP.This column is usuallyblank.Enter theHours or CostRisks are 50%or less.If ≥51%, makeit an estimatedcost not a risk.COSTHow to Enter a RiskExplain theImpactStandard EU RisksCustom EU RisksAutomaticAutomaticAs above except: Describedetails andimpacts.Complete the ‘yellow cells’ from left to right.Enter theHours or Cost

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