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

Department of Building Economics

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

Department of Building Economics

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

Department of Building Economics

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

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

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.

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

Department of Building Economics

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

Department of Building Economics

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.

4.

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

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.

Department of Building Economics

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.