Overview

Capital investments, building and engineering projects included, aid in meeting mandates and service delivery process of organisations. The long-term desire is to deliver capital projects of acceptable quality in terms of performance standards, on time, within set budget and still meet other socio-economic objectives. And such, clients and their advisors/consultants have the responsibility to use resources effectively, efficiently, economically and transparently. To this end, Bills of Quantities are widely used as a tool for effective budgeting and cost control in capital projects in different stages of a project.

The course provides in-depth training on bills of quantities as procurement and management tool in the delivery of building and engineering projects. It shows how bill of quantities are used for cost planning, budgeting, construction planning; valuations of work and final accounts at pre-tender, tender stage and post tender stages.

Why Should an Individual Attend?

• Delegate will learn how bills of quantities are used with different contracting strategies to develop, monitor and control project budgets as well as the work completed.
• Delegates will gain practical understanding on legislative requirements and standard systems of measuring to the development and use of bill of quantities.
• The delegates will gain a practical appreciation of interfacing the use of bills of quantities as a quantity surveying tools to project management tools.

Outcomes

On completion of this course, the delegate will be able to:

• Describe bills of quantities, composition and their purpose (vs other types of similar tools) in building and engineering projects.
• Preparation and use of bills of quantities in pre-contract, construct and post-contract phases in construction projects.
• Types of bills of quantities used in the industry and use with different contracting strategies.
• Evaluation of priced bills of quantities at tender stage.
• Use of bills of quantities as cost and project management tools.
• Trends in digitisation bills of quantities.
• Undertake an effective risk assessment of the preferred bidder.
• Evaluate the consulting engineer’s performance through the project.

Program Outline

Day 1: Purpose and use of bills of quantities

• What are bills of quantities in building and engineering projects?
• Purpose of bills of quantities in building and engineering projects.
• How accurate should a quantity surveyor/cost engineer measure? (How levels of design inform types and form of bills of quantities?)
• Legislative requirements and the standard systems of measurement currently used in South Africa (e.g. Quantity Surveying Professions Act (49 of 2000 and the Construction Industry Board Development Board (CIDB) Act, (Act 38 of 2000).
• Different Type of bills of quantities and their use in different contracting strategies and types of Contracts (GCC, JBCC, NEC and FIDIC) (advantages and disadvantages).
• Different types of bills including preliminary and general as per standard systems of measurements
• Preparation of bills of quantities including preliminaries, trade bills, budgetary allowance.
• Case Study Exercise I and Presentation and discussion
  

Day 2: Assessment, Management of and use of BOQ

• Assessment of priced bills of quantities / QS Report to inform Bid Evaluation Committees (common errors and CIDB’ Standard for Uniformity and Practice Note #21)
• Management of and use of BOQ as a Cost control and projections measure in Change Management including approval processes by Bid Committees in the public sector.
• Software and digitisation of bills of quantities.
• Case Study Exercise 2 and Presentation and discussion
  

Who Should Attend?

• Engineers
• Architects
• Project / Construction managers
• Quantity Surveyors
• Project Auditors
• PMU/PMO Managers
• Procurement Managers
• Contract Managers
• Executives / Senior Management
• Middle Management
• Administrators / Support Staff
• Other project professionals