Lecture Notes For Quantity Survey
Lecture Notes For Quantity Survey
CHAPTER ONE:
Introduction:
The need for Quantity Surveyors became evident as building work increased
in volume and building Clients became dissatisfied with the method adopted
for settling the cost of the work.
In the C17th; the Architect was responsible for the erection of buildings as
well as their design, and he employed a number of Master Craftsmen who
performed the work in each trade. Drawings were of a very sketchy nature
and much of the work was ordered during the course of job.
On completion, each Master craft man submitted an account for the
materials used and labour employed on the work.
It later became the practice for many of the Master Craftsmen to engage.
“Surveyors” Or “Measurers” to prepare these accounts.
One of the major problems was to reconcile the amount of materials listed
on invoices with the quantity measured on completion of the work.
Some of the Craftsmen‟s Surveyors made extravagant claims for waste of
materials in executing work on the site and the Architect also engaged
Surveyors to contest these claims.
General Contractor‟s became established during the period of Industrial
Revolution and they submitted inclusive estimates covering the work of all
traders.
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Furthermore, they engaged Surveyors to prepare bill of quantities on which
their estimates were based.
As competitive tendering became more come, the general Contractors began
to combine to appoint a single Surveyor to prepare bills of Quantity which
all the Contractor‟s priced.
In later years, it became the practice to employ one Surveyor only who
prepared an accurate bill of Quantities and measured any variation that
arose during the progress of the project. This was the origin of independent
and impartial Quantity Surveyor as it operates today.
BASIC TERMS:
Quantity Survey:
This is a list of schedule of quantities of all the possible items of work
required for construction of any building or structure. These quantities are
worked from the plan and the drawings of the structure. Thus the quantity
surveying indicates the quantities of work to be done under each item which
when priced per unit gives the amount of cost.
In short, quantity survey means estimating of the quantities of different
items of work
Quantities:
This refers to the estimated amounts of labour and materials required in the
execution of the various items of work.
Bill of Quantities:
Is a statement of the various items of work in a logical sequence and
recognized manner giving the description, quantities, and unit of rates
prepared in a tabular form with the rate and the amount columns left blank.
A bill of quantities is a form of tendering document. It‟s mainly used by the
construction companies when tendering for materials and labour.
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A bill of is a document drawn up usually by a Quantity Surveyor providing
details of the prices, and dimensions of the materials required to construct.
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7. It provides a very strong basis for budgetary control and accurate cost
reporting of the Contract. (I.e. Post contract cost control), including
the preparation of cash flow forecasts.
8. When priced, it provides data to support claims for tax benefits. (E.g.
capital allowances and value Added tax (VAT).
9. It provides one of the best sources of real time cost data which can be
used for estimating the cost of future building projects. (I.e. Historic
cost information).
Working up:
This comprises the squaring of dimensions, as shown previously and
transferring the resultant lengths, areas and volumes to an abstract sheet.
Squaring:
Squaring involves; calculating and recording the areas, volumes and lengths
represented by dimensions. The results are written in the takeoff sheets in
the squaring column. It‟s traditional for the squaring to be checked
independently by another quantitative Surveyor in office to eliminate errors.
Abstracting:
The purpose of abstracting is to split up the building into its constituent‟s
parts for measurement. Similar items are collected together and classified
primarily into SMM sections.
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Billing:
Each description of the abstract is transferred to the standard bill paper, the
format of which is suitable for pricing by the tendering Contractors. The
writing of the bill is theoretically copying out the descriptions and quantities
from the abstract or dimension a paper. The bill of quantities has been
traditionally divided up into work sections similar to those contained in the
SMM.
1. Client /Employer:
This is the owner of the building project his duties.
Getting funds and money and land
He appoints Architect.
Visits the site to see work in progress
2. Architect:
Plans the Client needs.
Checks on work on site
Designs building project / sketches
Answers queries were necessary
Conducts the Client round the site when necessary.
Checks the quantity of works.
Inspects samples of materials and fittings delivered to the sites.
Attends site meetings periodically to help inject impetus to the project.
Agrees Variations to the contract documents namely: - alteration to
the design and specification.
Prepares Certificate of payments and practical completion.
3. Quantity Surveyor:
He visits the site to deal with the following:-
Prepares bills of Quantities (BOQ).
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Prepares interim valuations of Contractors and Sub-Contractors work
so that a Certificate for the value can eventually be submitted by the
Contractors to the Client for payment.
Checks claims for extra payments which are made for additional work
done by the Contractor.
Examining tenders and priced bills of quantities and reporting his
funds to the Architect.
Values work in progress and making recommendations as payments
to be made to the Contractor including advising on the financial effect
of variations.
Preparation of final accounts, taking into consideration other costs
such as day works and fluctuations.
Cost planning.
Prepare tender documents.
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Setting out the framework of structure accurately from the plan
drawings, for all excavation work, concreting, brick work, steel work,
drains, and roads.
Setting out levels as and when required.
Assisting in the quantity of control of concrete and other works, the
keeping of records.
Constantly, checking levels and vertically as work proceeds.
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Reviews the Architect‟s design drawings and visits the proposed
construction site to carry out pre-tender or investigation into the cost
aspects of the proposed contract.
Submit the tender to the Architect‟s firm for consideration who select
the Contractor to do the job based on the price reputation according
to the tendering process.
Gang Leader:
Craftsmen chosen to lead a trade e.g. block / brick laying concreting,
Carpentry, Plumbing, Painting. He maintains order and harmony among the
workers in his gang.
CONSTRUCTION CONTRACT:
A Contract is a legal agreement between parties where one party has agreed
to provide services / goods and the other party is willing to pay for these
goods / services under terms clearly specified in mutual understanding.
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4. The Parties must have capacity to Contract “Capacity in Law e.g. of
age and of sound mind.
5. There must be genuine consent by the Parties to the terms of Contract
e.g. not entered into by mistake, fraud etc.
6. The Contract must be legal and possible.
Briefly if one person (s) makes an offer and the other accepts, then the
Contract of agreement comes into existence.
DOCUMENTS OF A CONTRACT:
1. The Contract drawings:- Which pictorially show the works the works
to be built, their dimensions, levels etc.
2. The Specification:-Which describes in words the works to be built; the
quality of materials and workshop to be used; and methods of testing
etc.
3. The bill of Quantities:- Which sets out the expected measure of each
operation of construction as calculated from the drawings, classifying
according to trade or location within the proposed works.
4. The general Conditions of Contract:-Which defined the liabilities,
responsibilities and powers of the employers, Contractor and Engineer
and covers site matters as methods of payment, insurance, liability of
parties to the Contract.
5. The Tender: - Which is the signed a financial offer of the Contractor
to contract the works with a 1,2,3,4 above.
6. The legal agreement:- Which is signed by both Parties confirming their
respective intension to have a Contract between them as defined by all
the foregoing document.
TYPES OF CONTRACTS:
1. Bills of quantities Contract
The total sum tendered under a bill of quantities Contract is the sum of
individual items as priced in the bill including any prince costs, Lamp sums
and provisional sums.
The quantities are measured from the contract drawings.
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The quantities are not approximate, they are exact being measured
accurately as possible.
Advantages:
1. It results in payment to the Contractor according to the amount of
work done.
2. The method gives freedom to alter the work of construction and yet
remains the same basis of fair payment between employer and
Contractor.
3. All tenderer‟s price on exactly the same basis and their tender‟s price
may be closely compared with one another.
4. The bill itself gives every tenderer a very clear conception of the
amount, the kind and detail of the work to be carried out.
Example:
Is the sinking of a borehole for a water supply. It‟s not easy to estimate,
how deep the borehole must be. This Contract can also be used when the
construction has started then measurement of quantities is made from
the drawings.
The differences between this schedule of rates Contract and bills of
quantities are:-
1. Quantities against individual items are either not inserted or they are
entered in estimated amounts or in round figures “Provisional
Quantities”.
2. More items are scheduled for temporary work than usually appear in
bill of Quantities e.g. Setting Up a Crane or nay other plant.
3. There is no implied guarantee given of all or any work schedule will in
fact be carried out.
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3. LUMP SUM CONTRACT:
This consists of a single Lump Sum tendered and accepted as the fixed
price. The work to be done must be specified and dimensioned before a
Contractor can offer a Lump Sum. –
The work must be accurate, precise.
You are paid the money before beginning building.
Used mostly for work above ground structures.
Avoid later trouble, the specification and drawings need to be
complete in every detail before a Lump Sun Offer is called for.
This Contract works well provided:
(i). The job is not very large.
(ii). The work required can be precisely described in all its details.
(iii). There is no great risk attached to its construction.
(iv). No large or numerous alterations/ changes are called for during
construction.
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5. Cost Plus Fixed Contract:
These also require that the Contractor is paid his actual costs. But the fee
which is intended to cover his Overheads and Profits is fixed, so they Client
objection to Cost Plus Percentage Contract is removed.
This fixed fee may be tendered in competition with other Contractors, or it
may be negotiated between employer and Contractor.
There is no doubt that, in a World of greater perception, this type of
Contract would be the right way to tackle difficult Civil Engineering projects.
It puts the Engineer / Architect. And Contractor together so that they can
act jointly to produce the highest quality of workmanship possible at the
most economic cost.
It also gives great freedom to adopt different methods of construction or to
get out of an foreseen trouble.
CONTRACT BILLS:
A Bill of Quantities should be prepared for all types of building projects
other than those of a minor nature.
It comprises a list of items of work to be carried out providing a brief
description and the Quantities of a finished work in the building.
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8. Useful in obtaining domestic Sub-Contract Quotations for Sectors of
the measured work.
CLAUSES:
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Clause 12: Clerk of Work:
The Clerk of works acts solely as an inspector on the behalf of the Client
under the direction of Architect. Instructions given by the Clerk of works to
the person in charge are not operative until they are confirmed in writing by
the Architect within 2 days.
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favour of the Contractor after deducting expenses from the retention held by
the employer, it would be paid to Contractor.
TENDER PROCEDURE:
Preliminaries: These are of two groups:
1. Pre-tender Preliminaries
2. Post-tender Preliminaries
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Before the Architect prepares sketches, he may need to check on the land
ownership of the Client, after he has approved this, he applies to local
authority for permission to develop that land.
After the permission has been granted, the Architect prepares sketches and
working drawings.
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After some time the Contractors are expected to submit tender sum.
And to arrive at a realistic Contract sum, a Contractor should visit the
Construction site for one of the following reasons:
1. Check for man power available our site.
2. Check for unstable resources e.g. water, telephone, trees, sound
electricity etc.
3. Check for possibility of using of borrowing plants e.g. bull dozer,
concrete mixers etc.
4. Check on access to site for road, bridge.
After the Site Agent /Site Foreman is selected, he does the following as
Contractor Preliminaries:-
1. Site clearance- removing trees, shrubs, nests, molds.
2. Hoarding / fencing - which you cannot see through e.g. Iron sheets.
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3. Site layout.
4. Setting out.
METHODS OF TENDERING:
1. Open tendering:
This method is often used to obtain tenders for building work. The
prospective employer advertises in the national and technical press, giving
brief details of the proposed works and issues an open invitation to
Contractors to apply to him or his Architect for the necessary documents.
One of the conditions in the advertisement might be that the tenderer must
pay a deposit which will be returned by the prospective employer on receipt
of the bonified tender. This provision is made to determine persons applying
for documents out of work curiosity.
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The advertisement doesn‟t legally bind the employer in anyway, but is
merely an invitation to person to make an offer.
Indiscriminate requests for open tenders are generally unprofitable since
they often lead to building of poor quality and the preparation of such
tenders demand of the industry an inordinate expenditure of time, effort and
money.
2. Selective tendering:
Under this method, competitive tenders are obtained by drawing up a short
list of Contractors (normally six) and inviting them to submit quotations.
This short list can be drawn up into two ways:
Either the employer‟s professional advisers name suitable Contractors or an
advertisement is put up in the press, setting out brief details of the proposed
scheme and requesting Contractors who wish to be considered for inclusion
on the short list to apply.
The Contractor chosen will be the one of those who submitted the lowest
tender.
3. Negotiated Tender:
Under this method only one is a approached, normally because the skills of
the builder are such that the Architect and the other members of the
designed team wish to take advantage of the builders Specialist Knowledge
at the designed stage.
Following the completion of the design, the builder will price the B.O.Q then
enter into negotiations with Quantity Surveyors.
For this type of situation, the NJCC has issued the code of procedure.
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TERMS USED IN QUANTITIES:
1. Preambles:
Is an introductory statement in the bill of quantities that give a brief of what
is constituted in the documents. It sets out into detail the undelaying facts
and assumptions and explains its intent and objectives. It shall state the
methods of measurement which have been adopted in the preparation of
bills of quantities; provides clear definition of works involved such as;
excavation, boring etc.
Example:
A PC Sum can be a relocation of water main from a proposed construction
site by the utility provider or nominated Sub-Contractor and it‟s drafted as
below.
T D S Description
Sum Allow a Prime Cost Sum of Ugx. 50m Uganda
Shillings for relocation of water mains from the
construction site by NWSC.
15% Allow for profits and attendance for the main
Contractors
Item Allow for general attendance upon the Sub-
Contractor
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3. Provisional Sums:
Refers to sum of money provided for work or costs which cannot be entirely
foreseen, defines or detailed at the time tendering documents are prepared.
E.g. fixing of a black board in a classroom without clear details.
T D S Description
Sum Allow a provisional sum of Ugx. 2.50m Uganda
Shillings for installation of classroom black
board as directed by the Engineer.
4. Day Works:-
Is work for which the Contractors is paid on the basis of the cost of
materials, labour and plant plus an agreed percentage for overheads and
profit. An example of a day work activity can be the relocation of solar
panels from a building.
5. ADDENDA BILLS:
These contain details of additional work which is required to the original
design, decided upon after completion of the original bill.
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8. Deemed to be included items:
In the S.M.M, the expression deemed to be included is used to indicate that
this particular work is covered in the billed item without the need for
specific mention e.g. all rough and fair cutting which is deemed to be
included in brick work and block work or roof coverings in slates / tiles are
deemed to include under lay and battens etc.
9. General Contingency:
Is a special kind of provisional sum which is meant to meet or offset cost of
work or expenses which cannot be foreseen before construction works
commences.
Example:
11 1.50
1.50 Anti-termite treatment to bottom and
sides of excavations
7/2 1.50
1.80
4 1.50
1.80
5/2/2 0.41
1.80
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measured work etc. It shows all the steps taken to arrive at computations
also referred to as Sign Posting and its importance is to allow other people to
see easily where and how the dimensions have been calculated.
Purpose of SMM:
1. The main purpose is to provide a uniform basis for measuring
building construction work. If all bills of quantities are prepared in
accordance with these rules, then all parties concerned are aware of
what is included and what is to be assumed. Without the use of such
a set of rules, the quality of bills of quantities can vary widely.
2. All Contractors tender on a uniform / same basis and tenders can be
easily evaluated and compared.
Advantages of SMM:
1. Gives units to express work items (estimators cost in the same
format).
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2. Gives what to include in the description.
3. Gives what not to include but deemed included in the description.
4. Reference document in case of disputes.
DIMENSION PAPER:
The normal ruling of dimension paper on which dimensions as scaled or
taken direct from drawings are entered, this is indicated below:
This ruling confirms to the requirement of Bs 3327.
1 2 3 4
Column I:
Is called the „Timesing column‟ on which multiplying figures are entered
when there is more than one of particular being measured.
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Column2:
The „dimension column‟ on which the actual dimensions are scaled or taken
direct from the drawings are entered.
They may be 1, 2, or 3 lines of dimensions in an item depending whether its
linear, square or cubic.
Column 3:
Is called the „Squaring Column‟ in which the length, area or volume which is
obtained by multiplying together the figures 1 and 2 are reached ready in
the transfer to the Abstract or bill.
Column 4:
Is called description column in which the written description of each item is
entered.
The right hand side of the wider column is frequently used to accommodate
preliminary calculations and other basic information needed in giving up the
dimensions and references to the locations of the work and is referred to as
„waste‟.
Spacing of Items:
It‟s essential that ample space between all items on dimension sheets so
that it‟s possible to follow dimensions early and to enable any items which
may have been omitted when dimensions were first taken off to be
subsequently inserted without cramping dimension unduly.
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Example:
When measuring a cubic item of concrete say 3.50m long, 3.500 on wide
and 0.500m deep, the entry in the dimension column would be;
12 In situ Conc: class A Isltd fdns
3.50
2.50
4
0.50
Timesing:
If there were 12 such items then this dimension would be multiplied by
timesing column as shown above table.
If it was subsequently found that if more formulation bases of the same
dimensions were to be provided, then a further 4 could be added in the
timesing column by the process known as “ dotting on” as shown above
table.
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2 Provide steel/casements
4 0.50
0.35 windows
ditto
GIRTH OF BUILDING:
Rectangular Buildings:-
One of the most common measuration problems with which the Quantity
Surveying students concerned is the measurement of the girth or perimeter
of the building. This length is required for foundation, external walls and by
determining the total external length of walling and making deductions for
each external angle equivalent to the thickness of the wall.
Alternatively, the internal length might be taken and on addition made for
each of the external angle.
6.000
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Taking external dimension.
Length = 15.000
Width = 6.000
Sum of one long & short side 2 21.000
42.000
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CENTRE LINE CALCULATION
To calculate Centre line of the above figure.
The external perimeter length of brickwork from drawing.
= 2 x 6.00 = 12.000
= 2x 400 = 8.000
= 20.000
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Unless specified, it is always assumed that the wall is centred of the
foundation and therefore the length of the centre line of the brick wall
and the foundation trench and concrete are the same.
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To calculate the Centre line of brick wall and foundation; consider the
following below:
Perimeter of brick work for plan = 4 x 4.00 = 16.000
Deduct = 4 x 2 x 125 = 1.000
Centre line length = 15.000
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3. Length of Internal line, consider the figure below clearly, this is the
opposite situation of the external trench line.
Centre line as before = 15.000
Deduct 4/2/300 = 2.400
Length of Internal trench line = 12.600
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Calculation of Internal trench line
4. Calculation of Centre line of earth back fill consider the figure below:
The Centre line of earth back fill is central between the external trench line
and the perimeter of the brick all.
Its length therefore, must be the average of those two.
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