Summary estimate calculation sample. The procedure for compiling summary estimates (SSR)

Approved

The main purpose of the form: drawing up in the process of acceptance of completed contract construction and installation works for housing, industrial and other facilities.

Compiled on the basis of logs of records of work performed (form No. KS-6a).

Signed authorized representatives of the parties who have the right to sign (foremen, customers, general contractors).

Unified form No. KS-3 "Information on the cost of work performed and costs."

Approved Decree of the State Statistics Committee of the Russian Federation on November 11, 1999 No. 100.

The main purpose of the form: It is used for settlements with the customer for the work performed.

Compiled in the required number of copies. One copy - for the contractor, the second - for the customer (developer, general contractor).

Standard intersectoral form No. KS-6 "General work log".

Approved Decree of the State Statistics Committee of the Russian Federation of October 30, 1997 No. 71a.

The main purpose of the form: It is used to record the performance of construction and installation works.

Unified form No. KS-6a "Journal of accounting for work performed."

Approved Decree of the State Statistics Committee of the Russian Federation on November 11, 1999 No. 100.

The main purpose of the form: It is used to record the work performed and is a cumulative document, on the basis of which an act of acceptance of work performed in the form N KS-2 and a certificate of the cost of work performed in the form N KS-3 are drawn up. The register of work performed is maintained by the performer of work for each construction object based on measurements of work performed and uniform norms and prices for each structural element or type of work.

Form M-29.

Approved CSB USSR 11/24/1982 N 613.

The main purpose of the form: serves as the basis for writing off materials to the cost of construction and installation works and comparing the actual consumption building materials for construction and installation work performed at an expense determined by production standards.

Form No. 1 "Consolidated estimate calculation of the cost of construction."

The main purpose of the form: compiled to reflect full cost all works and costs provided for by the project, including the estimated cost of construction and installation works, the cost of purchasing equipment, tools, inventory, as well as all related costs.

Form No. 3-c "Object estimate calculation".

The main purpose of the form: determines the estimated limit for the construction of the facility as a whole by summing up the data from local estimates nyh calculations and local estimates.

Form No. 4-c "Local estimate calculation".

The main purpose of the form: Designed to determine the estimated limit for a particular type of work (costs).

Defective listing.

The main purpose of the form: It is used as a document registering expenses for repairs. Compiled in free form

Act hidden works.

The main purpose of the form: is compiled during the performance of construction and installation works, the quality of which cannot be controlled and assessed. These include hydro, sound, thermal insulation, repair of electrical wiring, installation of pipes, etc., which will be hidden by subsequent work behind walls and panels. The act of hidden work is a confirmation that the work is done with high quality.

Determination of the amount of funds for the maintenance of the service of the customer-developer (single customer, management of the enterprise under construction) and technical supervision

Chapter 10 "Maintenance of the service of the customer-builder (technical supervision) of the enterprise under construction" includes in columns 7 and 8 funds for the maintenance of the apparatus of the customer-builder (single customer, directorate of the enterprise under construction) and technical supervision both for construction and during repair and restoration work. In some cases, with appropriate calculation justifications, it is allowed to establish individual standards for a specific building or service of the customer-developer, agreed in the prescribed manner.

Determination of the amount of funds for the training of operational personnel for enterprises under construction

Chapter 11 "Training of operational personnel" includes (in columns 7 and 8) funds for the training of operational personnel for newly built and reconstructed enterprises, determined by calculations based on:

• the number and qualification composition of workers whose training is planned to be carried out in training centers, training centers, technical schools, training grounds, directly at enterprises with similar industries, etc.;
• terms of study;
• expenses for theoretical and industrial training of workers;
• wages (stipends) of trained workers with accruals to it;
• the cost of trainees' travel to the place of study (internship) and back;
• other expenses related to the training of these personnel.

Determination of the amount of funds for design and survey work, architectural supervision

Chapter 12 "Design and survey work, architectural supervision" includes (in columns 7 and 8) funds for:

• performance of design and survey works (services) - separately into design and survey works;
• carrying out architectural supervision of design organizations for construction;
• conducting an examination of the pre-project and project documentation;
• pile testing carried out by a contracting construction and installation organization during the development of design documentation for terms of reference construction customer;
• preparation of tender documentation.

The cost of design and survey work for construction is determined on the basis of reference books base prices using indices of change in the cost of design and survey work (approved in the prescribed manner) and is included in columns 7 and 8 of the consolidated estimate.

It is recommended to determine the funds for the design supervision of design organizations for construction (repair) by calculation in the current (forecast) price level, but not more than 0.2% of the total estimated cost, taken into account in chapters 1-9 of the consolidated estimate, and are included in columns 7 and 8 of the consolidated estimate.

SNiP 12-01-2004 organization of construction

3.8 When constructing hazardous production facilities the developer of project documentation under an agreement with the developer, in accordance with the current legislation, exercises architectural supervision over compliance with the requirements that ensure the safety of the facility.

Architectural supervision in other cases may be performed at the discretion of the developer (customer).

Federal Law "On Industrial Safety of Hazardous Production Facilities" No. 116-FZ dated July 21, 1997.

The cost of examination of pre-project and project documentation is determined in accordance with the established procedure.

Means associated with the testing of piles carried out by the contracting construction and installation organization during the development of project documentation according to the technical specifications of the construction customer (acquisition of piles, their transportation and immersion in the base, installation of load devices, testing of piles in the ground with dynamic and static loads, implementation of technical guidance and supervision during the testing period, processing of test data and other related costs in the current (forecast) price level), are determined by the estimated calculation based on design data and collections of estimated norms and prices for building construction and work with the accrual of overheads and estimated profit. These funds are included in columns 4 and 8 of the summary estimate for construction.

The funds associated with the development of tender documentation are determined by the calculation and are taken into account in columns 7 and 8 of the consolidated estimate calculation.

Design samples budget documentation for design (survey) work are given in Appendix No. 2 (samples 1ps, 2p, 3p) MDS 81-35.2004 .

Reserve funds for unforeseen work and expenses

The consolidated estimate of the cost of construction includes a reserve of funds for unforeseen work and costs, intended to reimburse the cost of work and costs, the need for which arises during the development process working documentation or during construction as a result of clarification of design solutions or construction conditions for the facilities (types of work) provided for in the approved project.

The reserve of funds for unforeseen work and expenses is determined from the total of chapters 1-12 (1-9 for objects overhaul) and is shown as a separate line with the distribution in columns 4-8 depending on the design stage.

The reserve of funds can be determined in the amount of not more than 2% for objects social sphere and no more than 3% - for industrial facilities.
For unique and especially complex construction projects, the amount of funds for unforeseen work and costs can be set at up to 10% in agreement with the relevant authorized federal executive body in the field of construction.
When preparing estimates for similar facilities and other aggregated standards at the pre-project stage, the reserve of funds for unforeseen work and costs can be taken in the amount of up to 10%.

The contingency fund reserve is designed to compensate for additional costs associated with:

• clarification of the scope of work according to the working drawings developed after the approval of the project (working draft);
• errors in estimates, including arithmetic, identified after the approval of project documentation;
• changes in design decisions in the working documentation, etc.

When paying for work performed under contracts with a fixed contract price, the reserve of funds for unforeseen work and costs in the acts of acceptance of work performed are not deciphered and are paid by the customer at the rate agreed upon when forming the contract price.

clause 4.33 of MDS 81-35.2004: “When making settlements between the customer and the contractor for the amount of work actually performed, this part of the reserve is not transferred to the contractor, but remains at the disposal of the customer.” However, further in clause 4.96 of the Methodology it is said: “When calculating for work performed under contracts with a fixed contract price, the reserve of funds for unforeseen work and costs in the acceptance certificates for work performed is not deciphered and is paid by the customer at the rate agreed upon when forming the contract price.”

Funds for reimbursement of costs arising in connection with the introduction of new regulations

When drawing up estimates for additional work identified during the construction (repair) process, the reserve of funds for unforeseen work and costs is not taken into account.

Funds provided for the result of the consolidated estimate calculation

Refunds including cost:

• from the sale by the customer of materials and parts obtained from the dismantling of temporary buildings and structures, determined by calculations at the prices of possible sale, minus the costs of bringing them into a usable condition and delivery to storage sites;
• materials and parts obtained from the dismantling of structures, demolition and transfer of buildings and structures, in the amount determined by calculation;
• furniture, equipment and inventory purchased for furnishing residential and office space for foreign personnel carrying out installation supervision of equipment;
• materials obtained in the order of associated mining.

The listed material and technical resources are at the disposal of the customer.

The refundable amounts given for the result of the consolidated estimate calculation are made up of the totals of the refundable amounts shown for reference in the object and local budget calculations (budgets).

• The total, based on the results of object and local cost estimates and estimates, the balance (residual) value of equipment dismantled or rearranged within the existing reconstructed or technically re-equipped enterprise. In this case, the technical and economic indicators of the project are determined taking into account the total cost of construction, which also includes the cost of the relocated equipment.

• Funds for share enterprises and organizations in the construction of facilities common use or shared objects.
• Final data on the distribution of the total estimated cost of construction of a microdistrict or a complex of residential, public buildings by directions capital investments in the event that this construction includes built-in, attached or detached buildings and structures related to various areas of capital investment.

Estimated cost of structures, devices and individual works, common to all objects that are part of the microdistrict or complex, is distributed:

• for intra-apartment (yard) networks of water supply, sewerage, heat and power supply, etc. - in proportion to the needs of the facilities;
• for the improvement and landscaping of the territory - in proportion to the areas of the plots;
• in other cases - in proportion total area buildings (structures).

The calculation of the distribution of funds in the areas of capital investments is recommended to be included in the explanatory note to the summary budget calculation construction cost.

Value Added Tax (VAT).
The amount of funds for the payment of VAT is accepted in the amount established by law Russian Federation, from the final data on the summary estimate calculation for construction and is shown in a separate line (in columns 4-8) under the name "Funds to cover the costs of paying VAT".
In cases where the legislation of the Russian Federation establishes benefits for the payment of VAT for certain types of construction projects, in given line only the funds necessary to reimburse the costs of contracting construction and installation organizations for the payment of VAT to suppliers of material resources and other organizations for the provision of services (including design and survey work) are included. The amount of these funds is determined by calculation depending on the structure of construction and installation works.

Decree of the Government of the Russian Federation of May 31, 00 No. 420, letter of the Gosstroy of the Russian Federation of March 10, 1998 No. VB-20-82 / 12 “On payment of expenses for voluntary insurance of construction risks”.

Letter of the Gosstroy of the Russian Federation dated October 27, 2003 No. NK-6848/10 “On the procedure for attributing costs for commissioning”.

Decree of the Gosstroy of Russia dated 18.08.97 No. 18-44 "The procedure for determining the cost of work on the examination of pre-project and project documentation for the construction of enterprises, buildings and structures on the territory of the Russian Federation."

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Navigation and structure of information on the site

Documents that determine the estimated limit of funds - cost complete list works (costs) required to complete all construction projects provided for by the project are called summary estimates. At the same time, the calculation being made contains the estimated cost of not only construction and installation work, but also the cost of acquiring tools, inventory, equipment, as well as other related costs, including architectural supervision, survey work, maintenance of the customer’s service, etc. budget calculation(abbreviated as SSR) is easiest with the help of special estimate programs, but MS Excel is often used for this. In any case, the sample presented in guidelines Gosstroy of the Russian Federation.

General provisions that determine the content of the summary estimate calculation

Main legal document, regulating the procedure for compiling summary estimate documentation, becomes the Gosstroy Methodology (MDS 81-35.2004), approved and put into effect by Decree No. 15/1 of the Gosstroy of the Russian Federation in 2004 in current edition, on which the estimators are guided (on this moment, this is the 2014 edition).

The general provisions of the Methodology state that the summary estimates of the cost of construction of objects (or their stages) include documents that determine the estimated limit of those funds that are needed to complete all the objects under the project.

The same approved documents become the basis for starting the financing of the construction process and determining the limit of capital investments. In a summarized form, recommendations for the preparation of consolidated estimates can be represented by the following list:

1. It is recommended to draw up and approve a consolidated estimate calculation separately for production and non-production construction work.
2. This calculation takes place in current level prices. The final decision on determining the price level, which is taken when compiling the SSR, remains with the customer and is fixed in the design assignment. At the same time, in general view to register the cost in the current price level, it is proposed, as an option, to use the base level of 2001, indexed by the current index tables (within the framework of existing recalculation methods).
3. A consolidated estimate should be formed for the construction as a whole (regardless of the number of general contractors performing construction and installation functions in the project).
4. The estimated cost of work (costs) performed by each general contractor is entered into a separate statement. Such registration is carried out in relation to the SSR form.

Compilation of SSR by chapters

According to the recommendations of the Methodology, the consolidated estimate calculation includes chapters for which funds for construction (or overhaul) are distributed, based on calculations of its cost. In total, there are 12 such chapters - for industrial and civil construction and 9 - for overhaul facilities of communal and socio-cultural buildings, as well as residential buildings. If any chapter provides for the inclusion of one or another object, work (costs), but in fact they are absent, then such a chapter should be skipped without changing the number of subsequent chapters.

The next, 10th chapter, in the list of the “construction section” is an estimate of the maintenance of customer services (technical supervision), the 11th chapter is the training of personnel operation. The penultimate chapter in the SSR for overhaul objects concerns the calculation of estimates for technical supervision services. The final chapter is the same for both lists. Its content is architectural supervision and design and survey work.

Within the listed chapters, the distribution by work (costs) and objects occurs in accordance with the established industry nomenclature. If there are several types of finished productions with several objects for each of them, within the chapter it is allowed to regroup works (costs) and objects into sections with a name similar to the name of the productions. For certain types of construction and industrial sectors, the names and nomenclature of the chapters of the SSR may change.

As part of the project, a documented SSR is submitted for approval along with explanatory note. The note contains the following information:

• about the location of the building,
• name of the contractor (if known),
• a list of standards adopted for the preparation of estimates catalogs,
• estimated profit and overhead costs by type of construction (or for a specific contractor),
• the specifics of determining the estimated cost of work for construction, equipment (including its installation),
• features of the distribution of funds for construction by chapters 8-12 of the SSR and by areas of capital investment for the construction of a housing and civil nature.

In addition, the note lists any other information relating to the determination of the cost of construction-specific costs, links to government decisions related to pricing and benefits for a particular construction.

Summary estimate form: sample and example

To form a consolidated estimate calculation, it is recommended to use sample No. 1, given in the second appendix of the Methodology, which was compiled by the Gosstroy of the Russian Federation. In separate lines, it includes the totals for all object estimates without citing the amounts spent to cover limited costs, and the totals for calculations for certain types costs.

The document indicates a reference to the numbers of these derived estimate documents. The cost of each object provided for by the project is distributed according to the corresponding columns of the form. Columns 4-7 indicate how much estimated cost is for construction (repair and construction) works (column 4), installation work(column 5), equipment costs (column 6), and other costs (column 7). In the 8th column - the total estimated cost. The summary estimate calculation, an example of which is presented, is compiled in MS Excel according to the specified sample.