Why this course?

Description

Course: Quantity Surveying & Costing for Transportation Terminals (Bus Stations, Metro Stations)

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Module 1: Introduction to Quantity Surveying in Transportation Terminals

1.1 Overview of Transportation Terminals

• Types of terminals: Bus stations, metro stations, intermodal hubs

• Key features and construction characteristics

• Real scenario: Cost implications of a major bus terminal upgrade in Delhi

1.2 Role of Quantity Surveyor in Terminal Projects

• QS responsibilities from inception to completion

• Coordination with design and construction teams

• Example: QS role in phased construction of a metro station in Mumbai

1.3 Project Lifecycle & Cost Control Principles

• Project stages: Feasibility, design, construction, operation

• Cost control techniques specific to terminal projects

• Template: Cost control checklist for terminal projects

1.4 Key Stakeholders and Contractual Framework

• Client, contractor, consultant, government bodies

• Contract types commonly used (Lump sum, EPC, Design-Bid-Build)

• Example: Contract dispute due to scope changes in a bus terminal project

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Module 2: Preliminary Cost Estimation & Budgeting

2.1 Understanding Project Scope and Specifications

• Review of architectural, structural, and MEP specifications for terminals

• Importance of detailed scope definition for cost accuracy

• Real scenario: Scope creep impact on cost in a metro station expansion

2.2 Methods of Preliminary Cost Estimation

• Approximate quantity take-offs based on conceptual drawings

• Historical data comparison and unit rate estimation

• Template: Preliminary cost estimate worksheet

2.3 Preparing the Project Budget

• Aligning preliminary estimates with client’s budget constraints

• Contingency planning and risk allowances

• Example: Budget preparation for a bus terminal with multi-level parking

2.4 Cost Breakdown Structure (CBS) for Terminals

• Developing a CBS tailored to transportation terminals

• Typical CBS elements: Civil works, electrical, mechanical, finishes, equipment

• Template: Sample CBS for a metro station

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Module 3: Detailed Quantity Take-off for Terminal Infrastructure

3.1 Civil Works Quantity Take-off

• Excavation, foundation, columns, slabs, walls, pavements

• Measuring techniques per standard methods (e.g., POM or IS standards)

• Real example: Quantity take-off for earthworks in a metro station

3.2 Architectural Finishes and Fixtures

• Flooring, cladding, glazing, ceilings, signage

• Managing finishes for heavy-traffic public spaces

• Template: Sample take-off sheet for terminal finishes

3.3 Mechanical & Electrical Quantities

• HVAC systems, escalators, elevators, lighting, fire safety

• Challenges in estimating complex MEP systems

• Example: Take-off for ventilation ducts in an underground metro station

3.4 Transportation Equipment and Ancillary Works

• Bus bays, ticket counters, passenger information systems

• External works: Roads, parking, landscaping

• Template: Schedule of quantities for external works

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Module 4: Unit Rate Analysis and Costing

4.1 Developing Unit Rates for Terminal Components

• Factors influencing rates: Materials, labor, equipment, overheads

• Regional cost variations and sourcing strategies

• Real scenario: Comparing unit rates for concrete works in different cities

4.2 Rate Analysis for Civil Works

• Stepwise calculation including material quantities, labor productivity, wastage

• Example: Rate analysis of RCC slab for metro platform

4.3 Rate Analysis for MEP Works

• Costing escalators, electrical panels, fire alarm systems

• Template: Unit rate calculation for lighting fixtures

4.4 Incorporating Overheads and Profit Margins

• Indirect costs: Site supervision, insurance, security

• Profit margins for contractors and subcontractors

• Example: Final cost build-up for escalator installation including overheads

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Module 5: Tendering and Procurement Process

5.1 Preparing Bill of Quantities (BOQ) for Tendering

• BOQ structure specific to terminals

• Detailing and clarifying specifications to avoid ambiguities

• Template: Sample BOQ format for bus terminal project

5.2 Tender Documentation and Evaluation Criteria

• Key tender documents: Instructions, forms, conditions

• Evaluation based on price, quality, and timeline

• Scenario: Tender evaluation for a metro station package

5.3 Vendor Prequalification and Procurement Strategy

• Prequalification criteria for suppliers of specialized equipment

• Selecting between single source vs multiple suppliers

• Example: Procurement strategy for escalator supply and installation

5.4 Managing Variations and Change Orders

• Identifying scope changes during tender and construction phases

• Cost impact assessment and approval process

• Template: Change order request and approval form

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Module 6: Cost Monitoring and Progress Payment

6.1 Setting up Cost Monitoring Systems

• Tracking actual expenditure vs budgeted costs

• Use of measurement books and progress reports

• Real example: Cost control during metro station civil works phase

6.2 Valuation of Work Done and Interim Payments

• Methods for measuring completed works

• Preparation of interim payment certificates

• Template: Interim payment certificate format

6.3 Handling Retentions and Performance Guarantees

• Calculating retention money from interim payments

• Legal and contractual provisions related to retention

• Scenario: Release of retention money after successful commissioning

6.4 Reporting to Stakeholders

• Preparing cost reports for client and project management

• Communicating budget variances and forecasts

• Template: Monthly cost report for transportation terminal projects

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Module 7: Risk Management in Quantity Surveying for Terminals

7.1 Identifying Cost Risks in Terminal Projects

• Risks from scope changes, unforeseen site conditions, price fluctuations

• Impact of regulatory changes and environmental clearances

• Real scenario: Risk impact from utility relocation during metro construction

7.2 Quantifying and Contingency Planning

• Estimating financial contingency based on risk analysis

• Preparing risk registers and mitigation strategies

• Template: Risk register with cost impact columns

7.3 Contractual Risk Management

• Clauses dealing with delay penalties, force majeure, and claims

• Negotiation techniques for risk sharing

• Example: Claim management for delay in bus terminal completion

7.4 Insurance and Bonding Considerations

• Types of insurance relevant to terminal construction

• Performance bonds, advance payment guarantees

• Scenario: Insurance claim settlement for accidental damage on site

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Module 8: Final Account Preparation and Project Closure

8.1 Compilation of Final Quantities and Costs

• Reconciling BOQ quantities with actual executed work

• Handling variations and final adjustments

• Real example: Final account settlement for a metro station civil contract

8.2 Certification and Release of Final Payments

• Documentation required for final payment certification

• Release of retention and performance guarantees

• Template: Final payment certificate format

8.3 Dispute Resolution and Claims Settlement

• Common disputes in terminal projects related to cost and variations

• Alternative dispute resolution methods: Arbitration, mediation

• Scenario: Resolving a cost claim due to design changes

8.4 Lessons Learned and Reporting

• Documenting cost lessons for future projects

• Preparing closure reports with cost analysis

• Template: Project closure cost report

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Module 9: Sustainability and Life Cycle Costing in Terminal Projects

9.1 Importance of Sustainable Design and Construction

• Energy-efficient systems, green materials, waste reduction

• Cost implications and benefits over project life

• Scenario: Incorporating solar panels in metro station design

9.2 Life Cycle Costing (LCC) Methodology

• Estimating total cost over the asset’s life, including maintenance

• Comparing initial cost vs operating cost trade-offs

• Template: Life cycle cost analysis worksheet

9.3 Maintenance Cost Estimation for Terminals

• Predicting routine and major maintenance costs for terminal facilities

• Budgeting for long-term asset management

• Example: Maintenance budgeting for escalators and elevators

9.4 Incorporating Sustainability in Tender and Contract Documents

• Specifying green materials and standards in procurement

• Monitoring sustainability compliance and cost control

• Template: Sustainability requirements checklist

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Module 10: Practical Case Studies and Templates Workshop

10.1 Case Study: Quantity Surveying for a Major Bus Terminal Upgrade

• Step-by-step cost estimation, tendering, and cost control

• Challenges faced and solutions applied

10.2 Case Study: Cost Management in an Underground Metro Station

• Complexities in MEP systems and risk management

• Final account settlement and lessons learned

10.3 Practical Templates and Forms

• Complete set of sample templates: BOQ, rate analysis, change order, payment certificate, risk register

10.4 Hands-on Exercise: Prepare a Mini BOQ and Cost Estimate

• Using provided drawings and scope description, prepare a detailed BOQ and preliminary cost estimate

• Group discussion and review of outcomes

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