SUMMARY OF TRAINING MODULES

Sector : Consulting Organizations Duration : 16 weeks No. 01 02 03 04 05 06 07 08 09 10 11 12 13 Sub Modules Preliminary Estimating Cost Planning Collection and Compilation of cost information Preparation of Bills of Quantities Specification Writing Tender Documentation Tender Procedures and Evaluations Contractual Documentation Interim Valuations Processing of Variations and Extra works Management of Claims Preparation of Final Accounts Specialist Service

Sector : Contracting Organizations Duration : 16 weeks No. 01 02 03 04 05 06 07 08 09 10 11 12 13 Sub Modules Estimating and Tendering Selection of Sub contractors and suppliers Project Planning Site Organization and activities Preparation of Interim valuation Sub-contractors Payments Variations and Extra works Preparation and Negotiation of Claims Final Accounts Arbitration and Litigation Progress Monitoring and cost control Work Studies Documentation and Record Keeping

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TRAINING MODULES Sector Duration : Consulting Organizations : 16 weeks

Preliminary Estimating Item 1. 2. 3. 4. 5. Practice Identification of cost elements from project brief Visit the work site to ascertain site information Familiarize with various estimating methods Usage of cost information for preliminary estimating Preparation of Preliminary estimates

Cost Planning Item 1. 2. 3. 4. 5. Practice Establishment of cost limits Preparation of concise cost plan Preparation of detailed cost plan Monitoring of costs (cost checking) Tender and cost plan reconciliation

Collection and Compilation of cost information Item 1. 2. 3. 4. 5. Practice Preparation of cost Analysis Collection and compilation of product data Cataloguing Collection and compilation of price lists Establishment and/or maintenance of computerized cost data bases

Preparation of Bills of Quantities Item 1. 2. 3. 4. 5. 6. Practice Taking off quantities for building works, civil engineering works and mechanical, electrical and plumbing (MEP) works Squaring and abstracting quantities of measured works Identification of Preliminaries, Prime cost and Provisional sums Billing Computer aided bill preparation Familiarize with other non traditional methods of bill preparation

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Specification writing Item 1. 2. 3. 4. 5. Practice Compilation of specification for tender / contract documents Preparation of performances specifications Preparation of priced specifications Preparation of general notes and preambles Familiarize with national and international standards and codes

Tender Documentation Item 1. 2. 3. Practice Familiarize with contents of a tender document Familiarize with procedures in tender documentation Preparation of tender documents : Specifically Instruction to Tender and special conditions of contract.

Tender Procedures and Evaluation Item 1. 2. 3. 4. 5. 6. Practice Pre qualification of contractors Grading of contractors Familiarize with Traditional and Non traditional procurement methods Familiarize with government and international tender procedures Evaluation of and reporting on tenders including rates comparison Participation in tender openings

Contract Documentation Item 1. 2. 3. 4. Practice Preparation of letter of intents and awards Preparation of contract documents Checking validity of various bonds and guarantees Preparation of memorandum of understanding

Interim Valuations Item 1. 2. 3. 4. Practice Taking measurements including joint measurements Checking bills Assessing value of material at site Assessing price fluctuation

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Processing of Variations and Extra work Item 1. 2. 3. 4. 5. 6. Practice Valuing Variations Negotiation of Variations Analyzing of Variations Incorporation of Variations to Interim Valuations Reporting on effect of variations Comparative cost studies for variations

Management of claims Item 1. 2. 3. 4. Practice Studying the conditions of contact and all other contractual Provisions for the claim Assessment of time extension Assessment of other contractual claims Negotiation of claims

Preparation of final accounts Item 1. 2. 3. 4. Practice Taking measurements (joint) Scrutinizing the final bills including preliminaries, Prime cost and Provisional sums. Scrutinizing the Variations, Extra Works and Day Work accounts Assessing price fluctuations

Specialist Services Item Practice It is preferred that trainees are able to cover at least few of the topics given under this module Development Appraisals Life Cycle costing Risk Analysis Cost Benefit Analysis Value Management Technical Auditing
Quality Assurance (including works related to ISO 9000, 14000 etc.

1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12.

3

Project Management Facilities Management Arbitration and dispute Resolution Preparation Project Brief Bidding for Projects.

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Sector Duration

: Contracting Organizations : 16 weeks

Estimating and Tendering Item 1. 2. 3. 4. 5. 6. 7. Practice Studying tender documents and projects information Compiling cost information Analysis of rates Familiarize with general and project based overheads Pricing Preliminaries Familiarize with contractors Bidding strategies Technical audits in estimating

Selection of sub contractors and Suppliers Item 1. 2. 3. Practice Involve in calling quotations Negotiation and selections Preparation of sub contract agreements

Project Planning Item 1. 2. 3. Practice Preparation of construction Program and method statements Preparation of Cash flows Resource Planning and smoothing

Site Organization and Activities Item 1. 2. 3. 4. 5. 6. 7. Practice Familiarize with site layouts and management Study the construction administration and functions of site staff Study working drawings and technical schedules Familiarize with construction techniques and quality control Familiarize with construction materials and material management Familiarize with construction plan and plant management Involve in surveying

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Preparation of Interim Valuations Item 1. 2. 3. 4. 5. Practice On site measurements Preparation of Interim bills Preparation of price Fluctuation claims (application of price fluctuation formulae etc.) Assessment of materials at site Preparation of Summary of Accounts

Sub - contractors Payments Item 1. 2. 3. Practice Negotiation with sub contractors Checking sub contractors measurements Certifying sub contractors payments

Variation and Extra works Item 1. 2. 3. Practice Preparation and Negotiation of rates (rate analysis) Usage of day work schedules Extracting information (records, variation order, conformation of verbal instructions, logbooks etc.) for variations and extra works Analyzing the effect of variations on contractors cash - flow

4.

Preparation and Negotiation of Claims Item 1. 2. 3. 4. Practice Maintain of records Interpretation of contractual conditions Reviewing contractual correspondence Formulation of claims including cost estimating

Final Accounts Item 1. 2. 3. 4. Practice Taking joint/physical measurements Familiarization of Variations, Extra works and Day work accounts Finalization of price fluctuation and other contractual claims Preparation of final bills including Preliminaries, Prime Cost and Provisional Sums.

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Arbitration and Litigation Item 1. 2. 3. Practice Studying and understanding the background of the dispute Compilation of information and evidence to support the case Attending arbitration proceedings and reviewing the outcomes

Progress Monitoring and cost Control Item 1. 2. 3. 4. 5. 6. Practice Updating construction programs Monitoring of Cash flows Preparation of Material reconciliation statements Attending site progress meeting Assessment of resource requirements Familiarize with cost control mechanism

Work studies Item 1. 2. Practice Productivity studies Establishment of labour, plant and material norms

Documentation and Record Keeping Item 1. 2. 3. Practice Preparation of site status report Preparation of various correspondence Assist in site documentation and record keeping

Department of Building Economics. University of Moratuwa.