Why this course?

Description

QUANTITY SURVEYING & ESTIMATION COURSE  FOR INDUSTRIAL PROJECTS ONLINE TRAINING 

 

Course: Quantity Surveying Skills in Industrial Projects

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Module 1: Introduction to Quantity Surveying in Industrial Projects

1.1 Role and Responsibilities of a Quantity Surveyor in Industrial Projects

• Overview of QS duties specific to industrial projects

• Example: QS role in a chemical plant expansion

• Template: QS Role & Responsibility Checklist

1.2 Understanding Industrial Project Types and Scope

• Types: Manufacturing units, refineries, warehouses, power plants

• Real scenario: Scope breakdown for a steel mill construction

• Template: Industrial Project Scope Definition Form

1.3 Basics of Industrial Project Contracts and Procurement Methods

• Common contract types: Lump sum, EPC, BOQ-based

• Example: Choosing procurement for a pharmaceutical plant

• Template: Procurement Method Comparison Table

1.4 Key Terminologies and Standards in Industrial Quantity Surveying

• Terms: Wastage allowances, provisional sums, dayworks

• Standards: Indian Standard Measurement Codes (ISMC) references

• Template: Industrial QS Glossary and Standard Reference Sheet

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Module 2: Measurement and Takeoff Techniques for Industrial Works

2.1 Reading and Interpreting Industrial Drawings and Specifications

• Types of drawings: Piping, structural steel, machinery layouts

• Example: Takeoff from piping isometric drawings

• Template: Drawing Interpretation Checklist

2.2 Measurement of Civil Works in Industrial Projects

• Foundations, slabs, concrete works for industrial buildings

• Scenario: Measurement of a large RCC foundation for a turbine base

• Template: Civil Works Measurement Sheet

2.3 Measurement of Structural Steel and Fabrication Works

• Measuring structural steel sections, connections, welds

• Example: Steelwork quantity takeoff for an overhead crane support

• Template: Steelwork Measurement Form

2.4 Measurement of Mechanical and Electrical Components

• Quantifying mechanical installations: pipes, ducts, cable trays

• Scenario: Takeoff for HVAC ducting in an industrial complex

• Template: MEP Measurement Checklist

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Module 3: Preparing Bill of Quantities (BOQ) for Industrial Projects

3.1 Structure and Format of Industrial BOQ

• Typical BOQ sections for civil, mechanical, electrical

• Example: BOQ format for a factory expansion

• Template: Industrial BOQ Format Template

3.2 Quantification and Description Writing Techniques

• Writing clear, unambiguous descriptions

• Real scenario: Avoiding disputes due to vague BOQ items

• Template: Description Writing Guidelines

3.3 Pricing and Rate Analysis Basics

• Elements of rates: materials, labor, equipment, overheads

• Example: Rate build-up for heavy-duty flooring

• Template: Rate Analysis Worksheet

3.4 Managing Provisional Sums and Contingencies

• Including provisional sums for undefined works

• Scenario: Provisional sums for future machinery installation

• Template: Provisional Sum Register

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Module 4: Cost Estimation and Budget Control

4.1 Preliminary Cost Estimation Techniques for Industrial Projects

• Conceptual cost estimating methods

• Example: Cost estimate for a new warehouse shell

• Template: Preliminary Cost Estimate Sheet

4.2 Detailed Cost Breakdown and Elemental Costing

• Breaking costs by work packages or project elements

• Scenario: Elemental costing of a power plant foundation system

• Template: Elemental Cost Breakdown Form

4.3 Cost Monitoring and Variance Analysis

• Tracking actual vs estimated costs on site

• Example: Cost variance report for delayed steel delivery

• Template: Cost Monitoring Report

4.4 Value Engineering and Cost Optimization

• Identifying cost-saving alternatives without compromising quality

• Scenario: Material substitution in an industrial shed roof

• Template: Value Engineering Proposal Template

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Module 5: Tendering and Procurement Management

5.1 Preparing Tender Documents and BOQ for Bidding

• Components of tender documents for industrial projects

• Example: Tender package for equipment installation contract

• Template: Tender Document Checklist

5.2 Analyzing and Comparing Contractor Bids

• Methods for fair evaluation of bids

• Scenario: Comparing bids for industrial piping works

• Template: Bid Comparison Matrix

5.3 Contract Negotiation Basics for Industrial QS

• Negotiation points: payment terms, scope clarifications

• Example: Negotiation on daywork rates in industrial contract

• Template: Contract Negotiation Log

5.4 Contract Award and Documentation

• Finalizing contracts and record keeping

• Scenario: Awarding contract for electrical installations

• Template: Contract Award Letter and Filing System

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Module 6: Measurement and Valuation of Variations

6.1 Identifying and Categorizing Variations in Industrial Projects

• Types of variations: design changes, unforeseen conditions

• Example: Variation due to additional concrete required for foundation

• Template: Variation Identification Form

6.2 Measurement Procedures for Valuing Variations

• Techniques to measure extra or omitted works

• Scenario: Measuring extra steelwork due to design change

• Template: Variation Measurement Sheet

6.3 Pricing Variations and Claims Preparation

• Pricing variations fairly and preparing claim documents

• Example: Variation claim for additional scaffolding

• Template: Variation Claim Form

6.4 Variation Approval and Record Keeping

• Documenting approvals and communicating with stakeholders

• Scenario: Variation approval process for delayed electrical works

• Template: Variation Approval Log

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Module 7: Interim Valuations and Payment Certification

7.1 Preparing Interim Valuations for Industrial Contracts

• Frequency and components of interim payments

• Example: Monthly valuation report for concrete works

• Template: Interim Valuation Template

7.2 Site Measurement and Verification Procedures

• Verifying quantities on site before certification

• Scenario: Site measurement checklist for steel erection progress

• Template: Site Measurement Verification Form

7.3 Payment Certification and Approvals

• Preparing payment certificates and getting approvals

• Example: Payment certificate for mechanical installation progress

• Template: Payment Certificate Format

7.4 Managing Retentions and Final Account Preparation

• Handling retention sums and final account reconciliation

• Scenario: Final account settlement for a packaging plant project

• Template: Retention and Final Account Form

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Module 8: Risk Management and Contractual Issues

8.1 Identifying Risks Specific to Industrial Quantity Surveying

• Common risks: cost overruns, delays, design errors

• Example: Risk of material price escalation during project

• Template: Risk Register for Industrial QS

8.2 Contractual Clauses Affecting QS Work

• Key clauses: variation, delay penalties, force majeure

• Scenario: Interpreting delay penalty clause in an industrial contract

• Template: Contract Clause Reference Guide

8.3 Dispute Resolution Techniques and QS Role

• QS involvement in resolving disputes amicably

• Example: Handling a payment dispute with a subcontractor

• Template: Dispute Resolution Log

8.4 Insurance, Bonds, and Guarantees in Industrial Projects

• Types of insurance and performance bonds relevant to QS

• Scenario: Managing bond release after project completion

• Template: Insurance and Bond Tracker

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Module 9: Final Account Preparation and Project Closeout

9.1 Compilation of Final Account Documents

• Documents required for project closeout

• Example: Final account submission for a refinery expansion

• Template: Final Account Checklist

9.2 Reconciliation of Quantities and Payments

• Ensuring all works measured and paid correctly

• Scenario: Reconciling quantities for subcontractor final payment

• Template: Quantity and Payment Reconciliation Form

9.3 Handling Claims and Outstanding Variations

• Closing out pending claims and variations

• Example: Settlement of variation claims during project closeout

• Template: Claims Closure Form

9.4 Final Payment Certification and Release of Retentions

• Issuing final certificates and releasing retentions

• Scenario: Final payment release procedure for a power plant contract

• Template: Final Payment Certificate

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Module 10: Professional Skills and Ethics for Quantity Surveyors in Industrial Projects

10.1 Communication and Reporting Skills

• Effective reporting to clients and contractors

• Example: Progress report format for industrial clients

• Template: Weekly Progress Report Template

10.2 Time Management and Organization Skills

• Managing QS deliverables within tight project schedules

• Scenario: Scheduling site measurements and valuation reports

• Template: QS Activity Planner

10.3 Ethical Practices and Professional Conduct

• Maintaining integrity and impartiality

• Example: Handling conflicts of interest professionally

• Template: Ethical Decision-Making Checklist

10.4 Continuous Professional Development and Industry Updates

• Staying updated on standards, regulations, and market rates

• Scenario: Attending industry workshops and applying learnings

• Template: CPD Log and Plan