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Tendering (CONS6811) Lara Tookey
TENDERING #7
Preliminaries
Tendering (CONS6811) Lara Tookey
ACTIVITY (10 MIN) Working with your peers
So, you have received the SoQ and priced your own work, and you have selected your most competitive subcontractors quotes for inclusion in the tender ….
What other ‘costs’ still need to be considered / included in order to ascertain the tender price?
Tendering (CONS6811) Lara Tookey
Tender
Mark Up (Profit)
Head Office Overheads
Preliminaries i.e. Site Overheads
Prime Costs + Provisional Cost + Own Sub-contractors + Own Labour + Materials + Plant
Adjudication
= gross bill
= net bill
Contingencies
Tendering (CONS6811) Lara Tookey
Components of a Rate
• Remember, unit rates are a combination of rates for labour, plant, materials & sub-contractors.
• Only the direct site costs are included at this stage.
• Management are able to develop better appreciation for project if indirect costs are dealt with separately.
Tendering (CONS6811) Lara Tookey
Pricing Preliminaries & General
Tendering (CONS6811) Lara Tookey
Examine documents
Send out material & sub-contractor enquiries
Method statements & schedules
Programmes & Temporary works design
Site visit
PROJECT APPRECIATION & ENQUIRIES
Tendering (CONS6811) Lara Tookey
RESOURCES & PREPARATION OF THE ESTIMATE
Establish outputs for labour & plant
Select material & subbie quotations
Establish rates for labour & plant
Build up rates
Price preliminaries
Prepare estimator’s report
Tendering (CONS6811) Lara Tookey
Definition
“The site cost of administering a project and providing general plant, site staff, facilities and site-based services and other items not included in all-in-rates”.
“The cost of providing for the above are not
practical or convenient to include in the unit rate.”
Tendering (CONS6811) Lara Tookey
Qui
ck te
st to
see
if an
item
is P
&G
Is the expense incurred part of the permanent structure?
No
If the project did not exist, would the cost still
be incurred?
Yes – overhead
cost
No – P&G Cost
Yes – price in unit rate
Tendering (CONS6811) Lara Tookey
What is the purpose of the preliminaries section? • Make allowance for those costs which are
necessary for the running of the project but are not specifically related to any one item or operation.
Tendering (CONS6811) Lara Tookey
What is the function of the various sections in preliminaries? • Legal & general obligations – the Contract.
• Guarantees, insurance, etc.
• Project overheads & temporary requirements.
• Management of the works, site huts, programming, toilets, telephones, etc.
Tendering (CONS6811) Lara Tookey
What is the function of the various sections in preliminaries? • Special requirements – to meet particular
requirements of specific project. • Specific security requirements, limited access,
etc.
Tendering (CONS6811) Lara Tookey
P&G Clause
• “Tenderer's are referred to the Conditions of Contract, including the Invitation to Tender, Conditions of Tendering Sections and all associated Addendums. Tenderers are to make full allowances in their tender for the content and intent of these documents”
Tendering (CONS6811) Lara Tookey
• The prices and rates throughout the Schedule of Prices shall include (unless otherwise stated) all labour and materials including necessary nails, screws, spikes, plugs, glue or other fixings, waste on materials, conveyance and delivery, storage, unloading, returning packings, preparation, hoisting, lowering, setting, fitting and fixing in position, lapping of materials, square cutting, waste, the forming of fair edges, ends, angles, mitres and junctions between straight and raking or circular work unless specifically measured herein, all taxes payable, transit insurances, import duty and customs charges, awards and conditions payable to workers and also for profit, overheads and establishment charges. The prices and rates shall also include for all overtime and holiday work necessary to ensure delivery of the works on the date stated in the Contract Documents.
Tendering (CONS6811) Lara Tookey
• The words "Allow for Attendance" shall include for the Contractor to attend upon, unload, provide storage space and working space for all Sub-Contractors (except in such respects as the latter definitely undertake to provide their own attendance) and afford all firms or persons engaged upon the Works or requiring to take measurements or other legitimate business all reasonable facilities thereof and the use of such cranage, hoisting facilities, scaffolding, ladders, water, watching, lighting and power as required for the purpose of the Works.
Tendering (CONS6811) Lara Tookey
• Sections further sub-divided into Fixed, Value & Time related costs.
• “Fixed cost” • Those that do not vary with time
• Plant item – transportation to & from site involves two single costs which do not alter irrespective of whether the plant is on site for two or six weeks.
Tendering (CONS6811) Lara Tookey
• “Time related cost” • Those that do vary with time
• Once plant on site, consumer costs directly proportional to time
• “Value related cost”
• Based on the value of the contract
Tendering (CONS6811) Lara Tookey
Management / Staffing of the project
Temporary works & services
Construction equipment
Access equipment /
systems
Temporary accommodation & storage
Charges, Levies,
Consultants
Heath & safety
Tendering (CONS6811) Lara Tookey
Sequence of events - pricing of the preliminaries: Make notes of general requirements Temporary works, subcontract attendances
Prepare site layout indicating position of: Accommodation, access routes, storage areas,
services. Inspect site features & potential impact!
Use tender programme for planning Staff, plant & temporary works Read client’s specific requirements
Tendering (CONS6811) Lara Tookey
Visit & Inspect Site
Take time inspecting site & preparing a report on all aspects of site conditions Inspection of sewers & checking of levels, open up
works for inspection; Location, site conditions i.e. fire risks, security risks,
radiation hazards, underground conditions Transportations costs Accommodation costs Possible cost of employing specialists for reports Provision of bulk bins & dumping of debris & waste.
Tendering (CONS6811) Lara Tookey
P&G Clause
• Allow for visiting and inspecting the Site and its surroundings to ascertain the nature and extent of the Works, the means of access thereto and any other matter or item which may influence the Contractor in making up the tender.
• Allow for uplifting the Building Consent as specified (The Principal has lodged for Consent and paid all fees).
Tendering (CONS6811) Lara Tookey
Plant, Tools and Other Equipment
• Schedule of plant should be prepared at outset showing the cost, based on the length of time the plant is required and appropriate charge-out rate.
• Must consider: • Initial capital cost, depreciation, maintenance, loss of
interest on capital, licenses, fuel etc
• If not included in unit rate, plant must be priced in Prelims.
Tendering (CONS6811) Lara Tookey
Temporary Facilities & Services
• Definition: Services required for carrying out the project works.
• Inclusion: Installation, operation, maintenance
and removal.
Tendering (CONS6811) Lara Tookey
Temporary Facilities & Services
Power / Lighting / Heating Water / Sewer Telephone Stationery & postage Office equipment, desks, chairs, filing cabinets etc Computers (+ consumables) Humidity / temperature control Security & safety measures Perimeter fencing, lighting, alarm systems, cameras. Temporary electrics Waste skips
Tendering (CONS6811) Lara Tookey
• Mess sheds (incl tables, bench seating, vinyl floor covering, sink bench unit)
• Store sheds • Ablutions and latrines • Cost of erection, dismantling & removal, and
cartage to and from site of temporary buildings. • Labour & material for cleaning & general
maintenance incl consumables
Tendering (CONS6811) Lara Tookey
Supervision
• Contractors employees partially or wholly on site to carry out general duties.
• Inclusions: Employees in head office carrying out work directly associated with the project. Salaries, overtime, travelling, fares.
• Exclusions: Managers in head office carrying out organization management and the occasional site visit.
Tendering (CONS6811) Lara Tookey
Site Personnel (Management & Staff)
• Site Manager • General Foreman • Engineer & Assistants • Planning / Scheduling engineer • Quantity surveyor / Cost Engineer & Assistants • Sub-contract co-ordinator / purchasing office • Clerk / Typist • Security patrols / Night watchman / Guard dogs • Health & safety officer (First Aid) • Overtime payment & bonus;
Tendering (CONS6811) Lara Tookey
Site Meetings
• All expenses incurred in organising, accommodating, attending and minuting site meetings must be included
• Generally based on records of similar jobs.
Tendering (CONS6811) Lara Tookey
Hoardings & Scaffolding
• Temporary structures installed to protect workers and/or the public, to provide safe access to and around the site and to provide temporary support to existing work being altered or extended.
• Often a quotation is obtained from a specialist firm for supply, erection, hire and removal.
• Area of external wall to be covered usually stated in item description to assist in pricing.
Tendering (CONS6811) Lara Tookey
Signboard
• Provision, erection, maintenance and removal.
• Sign writing for Contractor, Arch, principal consultants etc.
Tendering (CONS6811) Lara Tookey
Insurance
• Insurance policies taken out in relation to construction site activity and associated items.
Tendering (CONS6811) Lara Tookey
Footpath Crossing
• Could involve • Providing temporary protection to footpaths,
grass berms etc • Making good damage caused as required by
Local Authorities
Tendering (CONS6811) Lara Tookey
Access Roads, Paths and Carparks
• Could involve • Provision of metal etc for temporary roading • Labour and plant of placing metal • Reinstatement of roads, grassed areas, as
required if damabed • Removal and making good
Tendering (CONS6811) Lara Tookey
Temporary Services
• Installation, maintenance and removal of a variety of services, incl cost of all notices, permits & fees not covered in the building permit.
• Water • Drainage for temporary installations • Electricity • Telephones
Tendering (CONS6811) Lara Tookey
Keep site free of water
• Dewatering, pumping or some other approved method to ensure site free from water at all times.
Tendering (CONS6811) Lara Tookey
Security of the Works
• Night watchman &/or Security firm • Security alarm system
Tendering (CONS6811) Lara Tookey
Cleaning Building ready for Occupation • Works carried out at completion of the
project works. • Housekeeping & fire safety on site, cleaning up
& reinstatement of works on completion.
Tendering (CONS6811) Lara Tookey
Other things to think about
• Screens, barricades, rails and nightlights • Notices, permits and Fees • Protection of Public & Private Property • Contract Guarantee Bond • Deposit with Tender • Fire fighting equipment • Guarantees, warranties, testing and samples
Tendering (CONS6811) Lara Tookey
How do you think you could reduce preliminaries?!!
Tendering (CONS6811) Lara Tookey
How do you think you could reduce preliminaries?!! • Minimize temporary storage
• deliver to/near installation locations.
• Move materials once only, with cheapest labour possible.
• Maximise handling productivity • Use optimum equipment (capacity, availability,
etc)
Tendering (CONS6811) Lara Tookey
Workshop Identification, and pricing of preliminaries.
Tendering (CONS6811) Lara Tookey
Brief
• You are : • building a new administration building (159m2
GFA) and;
• Undertaking remedial modifications to 296m2 GFA.
• At a school, which will remain operational.
Tendering (CONS6811) Lara Tookey
Tendering (CONS6811) Lara Tookey
• The new building comprises a single story structure with slab-on-ground concrete floor slab over reinforced concrete strip footings and pad foundations. The structure is light timber framed construction generally to NZS3910 (Conditions of Contract for Building and Civil Engineering Construction) and NZS3604 (Timber framed buildings).
Tendering (CONS6811) Lara Tookey
• Siteworks comprises the construction of a staff and visitor's carpark including associated timber retaining walls, hard landscaping elements including fencing, concrete paths, raised planter boxes and exterior lighting. Topsoil and grassing is required to part of the site but other soft landscaping (planting) is by Others.
Tendering (CONS6811) Lara Tookey
• It is envisaged that approximately 200 meters of perimeter security fencing will be required for the full length of the contract to comply with the School's Health and Safety policies and the project's specification. Note that part of the site perimeter is adjacent to existing buildings and it has been determined that there is no need for security fencing to these areas.
Tendering (CONS6811) Lara Tookey
• For the purposes of this brainstorm activity (primarily for determining Preliminary & General costings) you are to assume the contract period will be 8 (eight) calendar months commencing one month after acceptance of Tender.
Tendering (CONS6811) Lara Tookey
What are your initial thoughts?
Tendering (CONS6811) Lara Tookey
What issues do you have to deal with?
Tendering (CONS6811) Lara Tookey
Price out the following key items:
• 28 – 32 • 36, 37 • 39 • 45, 46, 47 • 48 • 58 • 69
Tendering (CONS6811) Lara Tookey
ACTIVITY (60 MIN) Working with your peers
Using the Preliminaries schedule provided, you are required to price out the following clauses:
• 29, 30 • 36, 37 • 39
• 45, 46, 47, 48 • 57, 58, 59 • 62, 63, 69
You will be required to submit your price, and provide details of your sources.
Tendering (CONS6811) Lara Tookey
YOUR ASSESSMENTS
Q&A