Tunneling Short
Course 2017 Tunnel Costing and Scheduling
Presented By:
Jim Peregoy
Peregoy Construction
Services
Tunnel Costing and Scheduling
I. Document Review and Site
Investigation
II. Production Estimate
III. Schedule
IV. Cost Estimate
V. Job Costing
VI. Wrap-Up and General
Questions
Tunnel Costing and Scheduling
I. Document Review and Site
Investigations
A. Geotechnical Information
B. Contract Requirements
C. Special Conditions of Contract
D. Specifications
E. Plans/Drawings
F. Site Visit
Tunnel Costing and Scheduling
I. Document Review
A. Geotechnical Information 1. Site Investigations
a. Adequate
b. Additional Required – Ability to Perform
2. Geotechnical Reports
a. Data Report
b. Design Report
c. Interpretative Report
d. Baseline Report
3. Is there adequate information
Tunnel Costing and Scheduling
I. Document Review (continued)
B. Contract Requirements 1. Risk
a. Geotechnical
b. Contractual
2. Standard Terms and Conditions
a. Time Requirements/LD’s
b. DSC/Change Clauses
c. DRB Requirements
d. M/D/W/L/SBE Requirements
e. Permitting
f. Licenses
g. Insurance Requirements
h. Payment/Retention Clauses
Tunnel Costing and Scheduling
I. Document Review (continued)
C. Special Conditions of the Contract
1. Bonus/Penalty Clauses
2. Contract Mandated Subcontractors or
Suppliers
3. Other
Tunnel Costing and Scheduling
I. Document Review (continued) D. Specifications
1. Standard
a. Local
b. Regional/National
2. Special
a. Allowable/Required Means and Methods
b. Alternate/Workable Means and Methods
c. Item Descriptions
Tunnel Costing and Scheduling
I. Site Investigation E. Plans/Drawings
F. Site Visit
1. Work Locations
a. Accessibility
b. Size
c. Utilities
d. Conflicts
e. Additional Requirements
f. Special Rules
2. Crewing
a. Open/Closed Shop
b. Hiring Requirements
c. Local Availability/Import
Tunnel Costing and Scheduling
I. Site Investigation (continued)
E. Site Visit (continued)
3. Suppliers
a. Availability
b. Status – M/D/W/L/SBE
c. Local/Regional/National
4. Services/Subcontractors
a. Availability
b. Status – M/D/W/L/SBE
c. Work Items
d. Typical Requirements
Tunnel Costing and Scheduling
II.Production Estimate
A.General Underground Work Conditions
B.Means and Methods
C.General Production Groups
D.Takeoff
E.Crewing
F.Materials
G.Equipment
H.Subcontractors
Tunnel Costing and Scheduling
II. Production Estimate
A. General Underground Work Conditions 1. Specific Location
2. Confined Space
3. Long Distance Operations
4. Linear Operations
5. Linear Crew Support
6. Material Delivery
7. Limited Hoisting Capability
8. Concurrency
9. Production/Productivity Factors
10. Maximum/Average Production
Tunnel Costing and Scheduling
II. Production Estimate (continued)
B. Means and Methods
1. Selection
a. Shaft/Portal
b. Tunnel/Microtunnel
2. Special Requirements
a. Preferred Method
b. Typical verses Special Method
c. Proven verses Unproven
Method/Material
Tunnel Costing and Scheduling
II. Production Estimate (continued)
C. General Production (and Cost)
Groups
1. Mobilization/Demobilization
2. Shaft/Portal Construction
3. Tunnel/Microtunnel Construction
4. Structure/Other Construction
Tunnel Costing and Scheduling
II. Production Estimate (continued) D. Takeoff
E. Crewing
1. Base Crews
a. Shaft/Portal
b. Tunnel/Microtunnel
c. Structures/Other Work
d. Closed Shop (Union) Considerations
2. Shaft/Portal Support Crews
a. Hoisting
b. Material Management
c. Utility Control
3. General Project Support Crews
a. Electrical/Mechanical Repair
b. Engineering/Fabrication
Tunnel Costing and Scheduling
II. Production Estimate (continued)
F. Materials 1. Typical
2. Non-Typical
G. Equipment 1. Type
A. Production
B. Support
2. Quantity
A. Number Required for Operation
B. Back-up and Spares
3. Availability
4. Utilization
H. Subcontractors
Tunnel Costing and Scheduling
III. Schedule
A. Milestones
B. Project Requirements
C. Estimated Times
D. Grouping
E. Concurrency
Tunnel Costing and Scheduling
III. Schedule
A. Milestones 1. Bid Date
2. Begin Project Construction
3. Interim Milestones
4. Project Completion
B. Project Requirements 1. Special Use Areas
2. Partial Completion
3. Other
C. Estimated Times
Tunnel Costing and Scheduling
III. Schedule (continued)
D. Grouping
E. Concurrency
1. Mobilization
2. Add Shaft/Portal
3. Add Tunnel/Microtunnel
4. Add Structures/Other Work
5. Demobilization
F. Check Requirements
Tunnel Costing and Scheduling
IV. Cost Estimate
A. Cost Categories
B. Labor Cost
C. Material Cost
D. Service Cost
E. Subcontractor Cost
F. Equipment Cost
G. Review of Estimate
Tunnel Costing and Scheduling
IV. Cost Estimate
A. Cost Categories 1. Direct Costs
2. Indirect Costs (Jobsite)
3. Indirect Costs (Home Office)
B. Labor Cost 1. Closed Shop (Union) Wages
2. Prevailing Wages
3. Contractor Wages
C. Material 1. Taxes
2. Quantities
3. Additives
4. Specialty
5. Miscellaneous
Tunnel Costing and Scheduling
IV. Cost Estimate (continued)
D. Service Cost 1. Engineering
2. Insurance/Bonding
3. Utilities
4. Survey
5. Cleanup/Janitorial
6. Permitting
7. Security
8. Disposal Site
9. Hotel/Per Diem/Subsistence
10. Freight
11. Equipment Fueling/Maintenance
Tunnel Costing and Scheduling IV. Cost Estimate (continued)
E. Subcontractor Cost 1. Typical
2. Specialty
3. Support Costs
F. Equipment Cost 1. Ownership
2. Operation
3. Reconciliation
4. Cost Sourcing
G. Review of Estimate 1. Final Reconciliation
2. Escalation
3. Typical Heavy Civil Underground Splits
4. Typical Direct Verses Indirect Splits
Tunnel Costing and Scheduling
V. Job Costing
A. Cost Accounts
B. Estimate to Budget Transformation
C. Job Reporting
D. Project Accounting
1. Labor Reports
2. Full Cost Reports
Tunnel Costing and Scheduling
VI. Wrap Up and General Questions
A. Document Review and Site Investigation
B. Production Estimate
C. Schedule
E. Cost Estimate
F. Cost Accounting