The summary estimate is essentially one of the main documents on which the entire cost of construction work on the project is based. It includes not only materials and work, but also the tools, equipment necessary for purchase, and its rental, if required. Also, in addition to this, it includes all related work that must be performed to complete construction according to the project. This may include technical supervision, various approvals, territory cleaning, etc. You can see an example below.

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What is a consolidated estimate in construction? The cost of what work is included in it, refundable amounts in the calculation

Documents that determine the estimated limit of funds - the cost of the full list of works (costs) required to complete all construction projects provided for by the project - are called summary estimates.

The prepared calculation contains the estimated cost of not only construction and installation work, but also the cost of purchasing tools, inventory, equipment, as well as other associated costs, including designer supervision, survey work, maintenance of the customer service, etc. Draw up a summary estimate calculation (abbreviated as – SSR) is easiest with the help of special estimate programs, but MS Excel is often used for this.

General provisions defining the content of the summary estimate

The main legal document regulating the procedure for drawing up consolidated estimate documentation becomes the Gosstroy Methodology (MDS 81-35.2004), approved and put into effect by Resolution No. 15/1 of the Gosstroy of the Russian Federation in 2004 in the current version, which is what estimators are guided by (at the moment, This is the 2014 edition).

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

These same approved documents become the basis for starting the financing of the construction process and determining the capital investment limit. In summary form, recommendations for drawing up consolidated estimates can be presented in the following list:

1. It is recommended that a consolidated estimate be drawn up and approved separately for production and non-production construction work.
2. This calculation is made at the current price level. The final decision on determining the price level, which is made when drawing up the SSR, remains with the customer and is recorded in the design assignment. At the same time, in general terms, to formalize the value at the current price level, it is proposed, as an option, to use the base level of 2001, indexed according to current index tables (within the framework of existing recalculation methods).
3. A consolidated estimate must be generated 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 includes chapters into which funds for construction (or major repairs) are distributed based on calculations of its cost. In total, there are 12 such chapters - for industrial and civil construction and 9 - for major repairs of communal and socio-cultural buildings, as well as residential buildings. If any chapter provides for the inclusion of a particular object, work (cost), but in fact they are absent, then such a chapter should be skipped without changing the numbers of subsequent chapters.

• Chapter 1. “Preparation of the construction site.” For the overhaul of communal, residential and socio-cultural facilities - the title of the first chapter mentions the preparation of the territory (sites) for overhaul.
• Chapters 2 and 3. “Main construction objects” and “Ancillary and service objects”. (These two chapters are similar in both lists.)
• Chapters 4 and 5 of the “construction section” have no analogues in the list of chapters for capital repair facilities and relate to “Energy Facilities” and “Transport Facilities” of construction.
• Chapter 6 of the first list is similar to Chapter 4 of the second list and concerns external networks, as well as water, heat, gas supply, sewerage, etc.
• With the same shift of two points, there are the next three chapters, the same for both lists: “Improvement and landscaping”, “Temporary structures and buildings”, “Other work (costs)”.

The next, 10th chapter, in the list of “construction section” is the estimate for the maintenance of customer services (technical supervision), the 11th chapter is the preparation of operating personnel. The penultimate chapter of the SSR for overhaul facilities concerns the calculation of estimates for technical supervision services. The final chapter is the same for both lists. Its contents include designer supervision and design and survey work.

Within the listed chapters, the distribution of works (costs) and objects occurs in accordance with the established industry nomenclature. If there are several types of completed production with several objects for each of them, within the chapter it is allowed to rearrange the work (costs) and objects into sections with a name similar to the name of the production. 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 an explanatory note. The contents of the note include the following information:

• about the location of construction,
• name of the contractor (if known),
• a list of standards catalogs accepted for drawing up estimates,
• norms of estimated profit and overhead costs by type of construction (or for a specific contractor),
• specifics of determining the estimated cost of construction work, equipment (including its installation),
• features of the distribution of funds for construction according to Chapters 8-12 of the SSR and in the areas of capital investments for construction of a housing and civil nature.

In addition, the note lists any other information related to determining the cost of expenses specific to a given construction project, links to decisions of government agencies related to pricing issues and benefits for specific construction.

Summary estimate form: sample and example

To formulate a summary estimate, it is recommended to use sample No. 1, given in the second appendix of the Methodology, which was compiled by the State Construction Committee 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 individual types of costs.

The document contains a link to the numbers of these derivative estimate documents. The cost of each object envisaged by the project is distributed according to the corresponding columns of the form. Columns 4-7 indicate how much the estimated cost is for construction (repair and construction) work (column 4), installation work (column 5), equipment costs (column 6), and other costs (column 7). Column 8 shows the total estimated cost. The summary estimate, an example of which is presented here, was compiled in MS Excel according to the specified sample.

Source: https://proektoved.com/rashody/svodnyj-smetnyj-raschet.html

Summary estimate by chapter

To reflect the full cost of all work and expenses provided for by the project, including the estimated cost of construction and installation work, the cost of purchasing equipment, tools, inventory, as well as all related costs, a consolidated estimate of the cost of construction is drawn up.

In the summary estimate, funds are distributed among chapters and columns, depending on the nature of the work and costs.

Chapters of the consolidated estimate:

• 1. Preparation of the construction area.
• 2. Main construction objects.
• 3. Objects for auxiliary and service purposes.
• 4. Energy facilities.
• 5. Transport and communication facilities.
• 6. External networks and structures of water supply, sewerage, heat supply and gas supply.
• 7. Improvement and landscaping of the territory.
• 8. Temporary buildings and structures.
• 9. Other work and costs.
• 10. Contents of the directorate (technical supervision) of the enterprise (institution) under construction.
• 11. Training of operational personnel.
• 12. Design and survey work, designer supervision.

The distribution of objects, work and costs within the chapters is carried out according to the nomenclature of the consolidated construction estimate established for the relevant sector of the national economy. If there are several types of completed productions or complexes, each of which has several objects, grouping within the chapter can be carried out into sections, the name of which corresponds to the name of the productions (complexes).

For capital repair projects of residential buildings, communal and social and cultural facilities, it is recommended that the funds be used as part of the consolidated estimate calculation distributed over 9 chapters:

1. “Preparation of sites (territories) for major repairs.”
2. “Main objects”.
3. “Objects for auxiliary and service purposes.”
4. “External networks and structures (water supply, sewerage, heat supply, gas supply, etc.).”
5. “Improvement and landscaping of the territory.”
6. “Temporary buildings and structures.”
7. “Other work and costs.”
8. "Technical Supervision".
9. “Design and survey work, designer’s supervision.”

The consolidated estimate is drawn up for the entire construction, regardless of the number of general contracting construction and installation organizations participating in it.

The estimated cost of work and expenses to be carried out by each general contracting organization is drawn up in a separate statement, compiled in relation to the form of the consolidated estimate.

For the summary estimate submitted for approval as part of the project, a explanatory note, which provides the following data:

Construction location;

List of catalogs of estimate standards adopted for drawing up construction estimates;

Name of the general contractor (if known);

Overhead cost rates (for a specific contractor or by type of construction) in accordance with MDS 81-4.99;

Estimated profit standard according to MDS 81-25.2001;

Features of determining the estimated cost of construction work for a given construction site;

— features of determining the estimated cost of equipment and its installation for a given construction site;

Features of determining funds for a given construction project according to Chapters 8 - 12 of the consolidated estimate;

— calculation of the distribution of funds in areas of capital investment (for housing and civil construction, if they are determined by the design assignment);

- other information on the procedure for determining the cost specific to a given construction project, as well as links to relevant decisions of government and other public authorities on issues related to pricing and benefits for specific construction.

The summary estimate of the cost of construction contains (in columns 4-8) the following results: for each chapter (if there are sections in the chapter - for each section), for the sum of chapters 1-7, 1-8, 1-9, 1-12, as well as after accruing the amount of the reserve for unforeseen work and expenses - “Total according to the consolidated estimate.”

The consolidated estimate for capital repairs provides the final data for each chapter, for the sum of chapters 1-5, 1-6, 1-7, 1-9, as well as after accruing the amount of the reserve for unforeseen work and costs - “Total for the consolidated estimate calculation."

The composition of the work and costs included in chapters 1,8,9 of the consolidated estimate and the procedure for their determination.

Other costs are an integral part of the estimated cost of construction, are included in a separate column of the estimate documentation in the current price level and can relate to both construction as a whole and to individual objects and works, are taken into account in chapters 1 and 9 of the consolidated estimate in column 7 in the form of a limit of funds , spent by the customer to reimburse the relevant costs.

For a planned construction project, the composition of these works and costs should be clarified based on the specific local conditions of construction.

Tools included in Chapter 1 “Preparation of the construction site”.

1. Registration of land plot and marking works:

1.1. The allocation of a land plot, the issuance of an APL, the allocation of red building lines are determined by calculation and are included in columns 7 and 8.

Initial data for design, permits, technical conditions and requirements for connecting the designed objects to utility networks and public communications, carrying out the necessary approvals - according to calculations and prices for these services (except for the services of budgetary organizations), as well as according to the letter of the Gosstroy of Russia dated 11/14 .96 No. BE-19-30/12, (columns 7,8).

1.2. Funds for laying out the main axes of buildings and structures and securing them with points and signs are determined by calculation based on the Collections of prices for survey work and are included in columns 7.8.

Funds for carrying out construction work to secure points and signs in kind are determined by calculation based on the UPSS and are included in columns 4.8.

1.3. Payment for land during the withdrawal (purchase) of a land plot for construction, as well as payment of land tax (rent) during the construction period, is determined on the basis of the Law of the Russian Federation “On Payment for Land” dated October 11, 1991 No. 1738-1 (as amended and additionally ), Land Code of the Russian Federation, Decree of the Government of the Russian Federation dated March 15, 1997 No. 319 “On the procedure for determining the standard price of land” (clause 8, appendix 8), based on the amount of land tax (tax rates) and the standard price of land (columns 7, 8)

1. Development of the construction area.

2.1. Costs associated with compensation for demolished buildings and gardening plantings, compensation for losses to land owners, landowners, land users, tenants and losses of agricultural production are determined by calculation, based on the “Regulations on the procedure for compensation of losses to land owners, landowners, land users, tenants and losses agricultural production”, approved by Resolution of the Council of Ministers of the Government of the Russian Federation dated January 28, 1993 No. 77, taking into account amendments dated November 27, 1995 No. 1176 “On amendments to Resolution No. 77 dated January 28, 1993” (columns 7, 8).

2.2. Costs associated with the development of the construction site and included in construction and installation work:

Clearing the construction area from existing buildings and structures (demolition or relocation and construction to replace what is being demolished in another place).

Cutting down forests and shrubs, uprooting stumps and removing waste from cutting down trees;

Removal of waste and materials from dismantling that are unsuitable for further use;

Restoration (reclamation) of disturbed lands provided for temporary use during the construction period, i.e. bringing these areas into a condition suitable for use in agriculture, forestry, and fisheries;

Work related to the construction and reconstruction of reclamation systems.

Determined on the basis of design data (scope of work) and current prices for local and site estimates (estimates) (columns 4, 5 and 8).

Places for storage and removal of soil, garbage, materials from dismantling and cutting of plantings that are unsuitable for recycling, as well as quarries for the delivery of missing soil are established by the customer in accordance with the “Regulations on the customer during the construction of facilities for public needs in the Russian Federation”, approved by the Resolution of the State Construction Committee of Russia dated 06/08/01 No. 58, clause 3.1.3.

In cases of reclamation at several geographically separated sites, funds for these purposes may be included in the corresponding site estimates (estimates) for the construction of specific buildings and structures.

2.3. Work related to unfavorable hydrogeological conditions of the construction area and the need to create detours for urban transport.

Determined in accordance with design data, hydrogeological survey data and PIC data according to local and site estimates (budget calculations) (columns 4 - 8).

The amount of funds provided for in Chapter 1 “Preparation of the construction site” of the consolidated estimate should also take into account the cost of work necessary to accommodate temporary buildings and structures.

The procedure for forming the cost of construction for chapters 2 - 7.

Chapter 2 “Main construction projects” includes the estimated cost of buildings and structures and types of work for main production purposes.

In ch. 3 “Objects for auxiliary and service purposes” includes the estimated cost of objects for auxiliary and service purposes:

For industrial construction - buildings of repair and technical workshops, factory offices, overpasses, galleries, warehouses, etc.;

For housing and civil construction - utility buildings, passageways, greenhouses, in hospital and scientific campuses, garbage dumps, etc., as well as the cost of buildings and structures for cultural and community purposes, intended to serve workers, located within the territory allocated for the construction of enterprises.

In the case when a separate project is being developed, with a summary estimate of the cost of construction of such facilities as a boiler room, power supply line, heating networks, landscaping, roads, etc., which are usually indicated in Chapter. 3 - 7 SSR for a complex project, the estimated cost of these objects should be included in Ch. 2 as main objects.

Chapters 4 - 7 include objects, the list of which corresponds to the title of the chapters.

The procedure for determining the amount of funds for temporary buildings and structures included in Chapter 8.

Chapter 8 of the consolidated estimate includes funds for the construction and dismantling of title temporary buildings and structures necessary for construction and installation work, as well as for servicing construction workers within the construction site or route allocated for construction, taking into account adaptation and use for the needs of the construction of existing and newly constructed permanent buildings and structures.

The amount of funds intended for the construction of title buildings and structures may be determined:

According to calculations based on PIC data in accordance with the required set of title temporary buildings and structures;

- according to the standards established by the State Construction Committee, as a percentage of the estimated cost of construction and installation work based on the results of Chapters 1-7 of the SSR.

Simultaneous use of these methods is not allowed. The amount of funds determined by one of these methods is taken into account in columns 4, 5 and 8.

The limit of funds for the construction of temporary buildings and structures is determined according to the Collection of estimated cost standards for the construction of temporary buildings and structures (GSN 81-05-01-2001).

The limit of funds for the construction of temporary buildings and structures during repair and construction work is determined according to the Collection of estimated cost standards for the construction of temporary buildings and structures during repair and construction work (GSNr 81-05-01-2001).

The estimate standards specified in GSN 81-05-01-2001 can be used when drawing up estimate documentation for major repairs of industrial buildings, reconstruction and expansion of existing enterprises, buildings and structures, construction of subsequent phases on the territory of existing enterprises or adjacent sites using to the specified norms of the coefficient 0.8.

The procedure for determining the amount of funds included in Chapter 9 “Other work and costs”.

The main costs to be included in Chapter 9 are:

-Winter price increases.

-Voluntary insurance.

Other work and costs are included in Chapter 9 if necessary and mainly based on PIC data.

Additional costs when carrying out construction and installation work in winter are determined according to the standards of the Collections of estimated standards for additional costs when carrying out construction and installation work in winter (GSN 81-05-02-2001), when carrying out repair and construction work in winter (GSNr 81-05-02-2001). These standards are determined as a percentage of the cost of construction and installation work based on the results of chapters 1-8 for construction projects and 1-6 for major repair projects (columns 4, 5 and 8).

In areas exposed to winds with speeds above 10 m/s, increasing coefficients confirmed by data from the current Russian Climate Handbook and certificates from local hydrometeorological service authorities can be applied to the amount of additional costs calculated according to the standards of the Collections.

When the number of windy days with a wind speed of more than 10 m/s in winter exceeds 10%:

St. 10% to 30% - 1.05;

over 30% - 1.08.

The above surcharge rates do not apply to capital repairs carried out without stopping the operation of buildings being repaired or in heated buildings, or consisting of eliminating faults in structures, finishing, engineering equipment inside the building while preserving the roof and window fillings.

Maintenance costs existing permanent ones and their restoration after completion of construction highways are determined by local estimate calculations based on the PIC in accordance with the design scope of work according to collection No. 27 “Highways” (columns 4, 5 and 8).

Transportation costs by car workers construction and installation organizations or compensation of expenses for organizing special routes of urban passenger transport are determined by calculations based on the PIC, taking into account the supporting data of transport enterprises (columns 7 and 8). The costs of transporting workers of construction and installation organizations by motor transport to the place of work and back are allowed to be included in the Consolidated Estimate Calculation in the case where the place of residence (collection point) of workers and employees is located at a distance of more than 3 km from the place of work, and public or suburban transport is either absent or unable to provide transportation for workers.

Costs associated with carrying out work on a rotational basis determined by calculation based on the PIC (columns 7 and 8).

Costs associated with the use of military construction units, student detachments and other contingents, as well as with the organized recruitment of workers, are determined by calculations based on the PIC (columns 7 and 8).

Costs associated with sending workers for construction, installation and special construction work are determined by calculations based on the PIC or by the estimated labor intensity determined in the estimate documentation (columns 7 and 8), based on the distance to the construction site and the nature of the work performed.

Costs associated with relocation construction and installation organizations from one construction site to another are determined by calculations based on the PIC (columns 7 and 8).

Costs associated with input bonuses the commissioning of constructed facilities is determined from the estimated cost of construction and installation work of the consolidated estimate of the cost of construction by calculation according to the letter of the Ministry of Labor of Russia and the State Construction Committee of Russia dated October 10, 1991 No. 1336-VK/1-D and are indicated in columns 7 and 8.

Costs associated with deductions to the research and development fund (R&D) accepted in the amount of 1.5% of the cost of construction products (columns 7 and 8) by agreement with the customer.

Facilities to cover the costs of construction organizations on payments (insurance premiums) for voluntary insurance, including construction risks and are accepted in a total amount of up to 3% of the amount of construction and installation work in accordance with Decree of the Government of the Russian Federation of May 31, 2000 No. 420. At the same time, the total amount of deductions for voluntary insurance of construction risks cannot exceed 2% of the volume products (works, services) sold, and the total amount of deductions for insurance of employees against accidents and illnesses, medical insurance and under contracts with non-state pension funds that have a state license is 1% of the volume of products (works, services) sold.

Facilities for payment costs associated with leasing construction machinery, used in construction, installation and repair works are determined by calculation according to the letter of the State Construction Committee of the Russian Federation dated March 18, 1998 No. VB-20-98/12 (columns 7 and 8). When paying for completed construction and installation work, leasing payments without value added tax are included in the Certificates for completed work based on calculation of actual costs. Funds for leasing payments for technological (domestic and imported) equipment included in the estimates of construction sites, enterprises under construction, reconstruction, buildings and structures are not provided for in the estimate documentation, because These costs are included in the cost of products produced on this equipment after the facility is put into operation.

Funds for organizing and conducting contract tenders(tender) are determined on the basis of calculations by type of cost in accordance with the letter of the Ministry of Construction of Russia dated February 19, 1996 No. VB-29/12-61 (columns 7 and 8).

Costs of supporting government investment programs(provision of engineering services) are accepted in the amount of up to 0.15% of the cost of construction and installation work (columns 7, 8), according to the resolution of the State Construction Committee of Russia dated 06/03/93 No. 18-19.

Costs of special measures to ensure normal working conditions(combating radioactivity, silicosis, etc.) are determined by calculation based on the PIC (columns 7 and 8).

Costs of maintaining and operating environmental funds: wastewater treatment plants, ash collectors, wastewater treatment, etc. determined by calculation based on the PIC (columns 7 and 8).

Fleet rental costs during the construction of bridges, offshore structures, etc. are determined by calculation based on the PIC (columns 7 and 8).

Costs of renting special aviation equipment for construction and installation work are determined by calculation based on the PIC (columns 7 and 8).

Costs of maintaining a mining rescue service are adopted on the basis of standards approved by the State Construction Committee of Russia and relevant agreements.

Costs of monitoring settlement of buildings and structures during construction, erected on subsidence, permafrost, bulk soils, as well as unique objects, are determined by calculation based on design decisions and an observation program (columns 7 and 8).

Costs of performing artistic works at construction sites by creative organizations are determined by calculation on the basis of contracts concluded with creative organizations (columns 7 and 8).

Costs of passing storm and flood waters determined by calculations based on the PIC (columns 7 and 8).

Costs of paying fees for transportation of oversized cargo on roads and bridges are determined by calculations based on the PIC (columns 7 and 8).

Commissioning costs included for social facilities (children's institutions, schools, boarding houses). The amount of funds is determined on the basis of estimates for commissioning work (columns 7 and 8).

In addition, the letter of the State Construction Committee of the Russian Federation dated October 27, 2003 No. NK-6848/10 determined the procedure for allocating costs for commissioning work from November 1, 2003 during the construction of new, expansion, reconstruction and technical re-equipment of existing enterprises, buildings and structures for housing, civil and industrial purposes. Expenses for commissioning work “idle” associated with bringing the facility to a state suitable for use, in accordance with the norms of the article of the Tax Code of the Russian Federation, are taken into account as capital expenses and are included in Chapter 9 of the Consolidated Estimate Calculation (columns 7 and 8). When attributing the costs of commissioning work “idle” to capital investments, one should be guided by the structure of the full complex of commissioning work, taken into account in the new cost estimate and regulatory framework 2001, developed by the State Construction Committee of Russia. The list of works and costs included in Chapter 9 given above can be supplemented for construction, based on specific conditions and features.

Work and costs included in chapters 1, 8 and 9 of the consolidated estimate, can constitute a significant proportion of the total estimated cost of construction and many of them are justified and included in the estimate documentation based on data POS. All this points to the special role of the PIC in the formation of the estimated cost of construction, since it is the PIC that reflects both the working conditions and all other requirements that affect the estimated cost, both in local and site estimates, and in the SSR.

The procedure for determining the amount of funds for maintaining the customer-developer service under Chapter 10.

The amount of funds for the maintenance of the customer-developer’s apparatus (technical supervision) is determined according to the standards established by the Decree of the State Construction Committee of the Russian Federation dated February 13, 2003 No. 17 (columns 7 and 8) for construction projects financed from the federal budget.

The procedure for determining the amount of funds for training operational personnel for enterprises under construction) under Chapter 11.

Costs are determined by calculation in cases where new technologies are being mastered for which specialists are not trained in the education and training system (columns 7 and 8).

The procedure for determining the amount of funds for design and survey work, designer supervision under Chapter 12.

The cost of design and survey work for construction is determined on the basis of collections and reference books of basic prices developed by the Russian Gosstroy for construction sectors, recalculated to the current level according to indices established by the Russian Gosstroy.

The cost of the examination of pre-project and design documentation is determined in accordance with the “Procedure for determining the cost of work to carry out the examination of pre-project and design documentation for the construction of enterprises, buildings and structures on the territory of the Russian Federation,” approved by Resolution of the State Construction Committee of Russia dated August 18, 1997 No. 18-44.

The cost of development and examination of tender documentation is determined by calculations in agreement with the customer.

The costs listed above are taken into account in columns 7 and 8 of the Consolidated Estimate.

About the reserve of funds for unforeseen work and expenses

The reserve is accrued based on the results of Chapters 1-12 in the amount of no more than 2% for social facilities and no more than 3% for industrial facilities (columns 4-8) and is intended to reimburse the cost of work and expenses, the need for which arises during the design or during construction as a result of clarification of design decisions or construction conditions for objects (types of work) provided for in the approved project.

For unique and particularly complex construction projects, the size of the reserve of funds for unforeseen work and costs can be increased in each specific case in agreement with the State Construction Committee. Part of the reserve provided for in the consolidated estimate, in the amount agreed upon by the customer and contractor, may be included in fixed contract prices for construction products.

Additional funds for reimbursement of costs that emerged after the approval of project documentation in connection with the introduction of new legislative and regulatory acts should be included in the consolidated estimate calculation as a separate line (in the relevant chapters) with a subsequent change in the final construction cost indicators and approval of the changes made by the authority that approved design documentation, and for construction projects financed from the federal budget - in the manner established by the State Construction Committee of Russia.

About the funds included at the end of the Consolidated Estimate.

Following the results of chapters 1-12 of the Consolidated estimate and reserve for unforeseen work and costs, the following is shown:

1. Refunds based on cost:

Materials and parts obtained from dismantling temporary buildings and structures, regardless of the period of construction;

Materials and parts obtained from dismantling structures, demolishing and moving buildings and structures, in the amount determined by calculation;

Furniture, equipment and inventory purchased for furnishing residential and office premises for foreign personnel who supervise the installation of equipment;

Materials obtained through incidental mining.

The refundable amounts given after the results of the Consolidated Estimate Calculation are summed up from the totals of the refundable amounts shown for reference in the object and local estimates.

1. The total book value (residual) value of equipment dismantled or rearranged within an existing reconstructed or technically re-equipped enterprise based on the results of on-site and local estimates and estimates. In this case, the technical and economic indicators of the project are determined taking into account the full cost of construction, which also includes the cost of the rearranged equipment.
2. Amounts of funds for equity participation. The principle for registering equity participation amounts as part of the estimate documentation for construction is given in Appendix 3 of SP 81-01-94.
3. Final data on the distribution of the total estimated cost of construction of a microdistrict or a complex of residential and public buildings by areas of capital investment, in the case where this construction includes built-in, attached or free-standing buildings and structures related to various areas of capital investment.

The estimated cost of structures, devices and individual works included in the microdistrict or complex is distributed:

For intra-block (yard) networks of water supply, sewerage, heat and energy supply, etc. - in proportion to the needs of the facility;

For landscaping and landscaping of the territory - in proportion to the area of ​​the plots;

In other cases - in proportion to the total area of ​​buildings (structures).

1. The amount of value added tax (VAT).

The amount of funds for the payment of VAT is accepted in the amount established by the legislation of the Russian Federation from the final data for the Consolidated Estimate Calculation for Construction and is shown in a separate line (columns 4-8) under the name “Funds to cover the costs of paying VAT.” At the same time, in order to avoid double counting, the accrual of VAT on the cost of materials and structures, equipment, as well as on transport and other types of services should not be taken into account in the local and site estimates (estimates) compiled. In cases where the legislation of the Russian Federation establishes benefits for the payment of VAT for certain types of construction projects, this line includes only the funds necessary to reimburse the costs of contract construction and installation organizations in paying VAT to suppliers of material resources and other organizations for the provision of services (including for design and survey work). The amount of these funds is determined by calculation depending on the structure of construction and installation work.

What is a summary estimate?

Documents that determine the estimated limit of funds - the cost of the full list of works (costs) required to complete all construction projects provided for by the project - are called summary estimates. The prepared calculation contains the estimated cost of not only construction and installation work, but also the cost of purchasing tools, inventory, equipment, as well as other associated costs, including designer supervision, survey work, maintenance of the customer’s service, etc. Draw up a summary estimate ( abbreviated as SSR) is easiest using special costing programs, but MS Excel is often used for this. In any case, the sample presented in the methodological recommendations of the State Committee for Construction of the Russian Federation is taken as a basis.

General provisions defining the content of the summary estimate

The main legal document regulating the procedure for drawing up consolidated estimate documentation becomes the Gosstroy Methodology (MDS 81-35.2004), approved and put into effect by Resolution No. 15/1 of the Gosstroy of the Russian Federation in 2004 in the current version, which is what estimators are guided by (at the moment, This is the 2014 edition).

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

These same approved documents become the basis for starting the financing of the construction process and determining the capital investment limit. In summary form, recommendations for drawing up consolidated estimates can be presented in the following list:

This calculation is made at the current price level. The final decision on determining the price level, which is made when drawing up the SSR, remains with the customer and is recorded in the design assignment. At the same time, in general terms, to formalize the value at the current price level, it is proposed, as an option, to use the base level of 2001, indexed according to current index tables (within the framework of existing recalculation methods).

A consolidated estimate must be generated for the construction as a whole (regardless of the number of general contractors performing construction and installation functions in the project).

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 includes chapters into which funds for construction (or major repairs) are distributed based on calculations of its cost. In total, there are 12 such chapters - for industrial and civil construction and 9 - for major repairs of communal and socio-cultural buildings, as well as residential buildings. If any chapter provides for the inclusion of a particular object, work (cost), but in fact they are absent, then such a chapter should be skipped without changing the numbers of subsequent chapters.

Chapter 1. “Preparation of the construction site.” For the overhaul of communal, residential and socio-cultural facilities - the title of the first chapter mentions the preparation of the territory (sites) for overhaul.

Chapters 2 and 3. “Main construction objects” and “Ancillary and service objects”. (These two chapters are similar in both lists.)

Chapters 4 and 5 of the “construction section” have no analogues in the list of chapters for capital repair facilities and relate to “Energy Facilities” and “Transport Facilities” of construction.

Chapter 6 of the first list is similar to Chapter 4 of the second list and concerns external networks, as well as water, heat and gas supply structures, sewerage, etc. With the same shift of two points are the next three chapters, the same for both lists: “Improvement and landscaping” , “Temporary structures and buildings”, “Other work (costs)”.

The next, 10th chapter, in the list of “construction section” is the estimate for the maintenance of customer services (technical supervision), the 11th chapter is the preparation of operating personnel. The penultimate chapter of the SSR for overhaul facilities concerns the calculation of estimates for technical supervision services. The final chapter is the same for both lists. Its contents include designer supervision and design and survey work.

Within the listed chapters, the distribution of works (costs) and objects occurs in accordance with the established industry nomenclature. If there are several types of completed production with several objects for each of them, within the chapter it is allowed to rearrange the work (costs) and objects into sections with a name similar to the name of the production. 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 an explanatory note. The contents of the note include the following information:

about the location of construction,

name of the contractor (if known),

a list of standard catalogs accepted for drawing up estimates, estimated profit rates and overhead costs by type of construction (or for a specific contractor),

specifics of determining the estimated cost of construction work, equipment (including its installation),

features of the distribution of funds for construction according to Chapters 8-12 of the SSR and in the areas of capital investments for construction of a housing and civil nature.

In addition, the note lists any other information related to determining the cost of expenses specific to a given construction project, links to decisions of government agencies related to pricing issues and benefits for specific construction.

Summary estimate form: sample and example

To formulate a summary estimate, it is recommended to use sample No. 1, given in the second appendix of the Methodology, which was compiled by the State Construction Committee 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 individual types of costs.

The document contains a link to the numbers of these derivative estimate documents. The cost of each object envisaged by the project is distributed according to the corresponding columns of the form. Columns 4-7 indicate how much the estimated cost is for construction (repair and construction) work (column 4), installation work (column 5), equipment costs (column 6), and other costs (column 7). Column 8 shows the total estimated cost. The summary estimate, an example of which is presented here, was compiled in MS Excel according to the specified sample.

Consolidated estimate documentation is a package of documents determining the expenditure of funds necessary for the complete completion of the construction of all objects provided for by the project.

Main types of estimate documentation.

Local construction estimates- a primary estimate document drawn up for certain types of work and costs for buildings, structures or general site work on the basis of working documentation (DD), working drawings.

Local estimates are drawn up if the scope of work and costs have not been finally determined and are subject to clarification on the basis of the DD or during the construction process.

On-site construction estimates - These are combined local estimates for all work on site. They are estimate documents on the basis of which contract prices for objects are formed.

Object estimate calculations combine in their composition the data from local estimates and their calculations for the object as a whole and are subject to clarification, as a rule, on the basis of the RD.

Estimates for individual types of costs are drawn up in cases where it is necessary to determine the limit of funds necessary to reimburse costs not taken into account by the estimated standards (for example: compensation in connection with the seizure of land for development, costs associated with the application of benefits and surcharges established by government decisions, etc. ).

Summary estimate the cost of construction of enterprises, buildings and structures (or their queues) is compiled on the basis of object estimates, object estimates and estimates for individual types of costs.

The procedure for preparing estimate documentation

Estimate documentation, like design documentation, can be drawn up in one or two stages, which depends on the complexity of the object. One-stage design - a detailed design - is carried out for the reconstruction of an object and new construction according to standard projects, and technically complex objects require two stages - a design and working documentation. Estimates are prepared accordingly.

Preparation of estimates for one-stage design:

• summary estimate calculation (determined based on site and local estimates)
• cost summary
• object estimates (if there are no price lists and enlarged estimate standards)
• local estimates (under the same conditions as object estimates)
• estimates for design work and engineering surveys of buildings
• bill of materials
• explanatory note.

Composition of estimate documentation for two-stage design:

• consolidated estimate calculation (determined by enlarged estimate standards and cost indicators for work and similar objects)
• cost summary
• object and local estimate calculations
• estimates for design work and engineering inspection of the building
• statement of the estimated cost of reconstruction of all objects within the complex
• explanatory note.

Composition of estimates according to working documents

• object estimates based on working drawings
• local estimates based on working drawings
• statement of the estimated cost of reconstruction of all objects within the complex
• bill of materials
• explanatory note.

When preparing estimates, you must indicate:

• prices and norms of what time were used in the preparation of estimate documentation
• name of general contractor
• amounts of overhead costs and planned savings
• procedure for determining the estimated cost of reconstruction work, equipment and its installation
• the procedure for distributing funds (by chapters of the consolidated estimate), calculation of funds for other costs from contractors and other organizations (copies of relevant documents are required)
• labor costs: the amount of the basic salary, the cost of using mechanisms and materials
• in the case of reuse of materials from disassembly of various elements, its justification in accordance with VSN 39-83 (r) Gosgrazhdanstroy
• calculation of technical and economic indicators
• sources of financing for the work.

Summary estimate of construction costs

Consolidated estimate of construction costs (CCP)- the main document that combines all costs and determines the estimated limit of funds required to fully complete the construction of all objects provided for by the project. Compiled according to form No. 1 (MDS 81-1.99, Appendix 3) at basic, current or forecast price levels. The SSR includes the results for all object estimates without amounts to cover limited costs, as well as for estimates for individual types of costs.

For capital construction projects in the consolidated estimates of the cost of industrial and housing and civil construction, funds are distributed into 12 chapters:

1. Preparation of the construction area.
2. Main construction objects.
4. Energy facilities.
5. Transport and communication facilities.
6. External networks and structures of water supply, sewerage, heat supply and gas supply.
7. Improvement and landscaping of the territory.
8. Temporary buildings and structures.
9. Other work and costs.
10. Contents of technical supervision of an enterprise under construction.
11. Training of operational personnel.
12. Design and survey work, designer supervision.

For capital repair projects of residential buildings, municipal and social and cultural facilities As part of the consolidated estimate, it is recommended to distribute funds into 9 chapters:

1. Preparation of the area for major repairs.
2. Main objects.
3. Objects for auxiliary and service purposes.
4. External networks and structures (water supply, sewerage, heat supply, gas supply, etc.).
5. Improvement and landscaping of the territory.
6. Temporary buildings and structures.
7. Other work and costs.
8. Technical supervision.
9. Design and survey work, designer supervision.

The consolidated estimate is drawn up for the entire construction, regardless of the number of general contracting construction and installation organizations participating in it.

The estimated cost of work and expenses to be carried out by each general contractor is drawn up in a separate statement.

For the summary estimate submitted for approval as part of the project, a explanatory note with the following data:

• construction location
• list of catalogs of estimate standards adopted for drawing up construction estimates
• name of the general contractor
• overhead rates according to MDS 81-4.99
• estimated profit standard according to MDS 81-25.2001
• features of determining the estimated cost of construction work, equipment and its installation, distribution of funds according to chapters 8 - 12 of the consolidated estimate for a given construction
• calculation of the distribution of funds in areas of capital investment (for housing and civil construction, if they are determined by the design assignment)
• other information on the procedure for determining costs specific to a given construction project, as well as links to relevant decisions of government and other public authorities on issues related to pricing and benefits for specific construction.

Additional funds for reimbursement of previously undetected contractor costs that arose due to increased coefficients, benefits, compensation and other changes, are included in the consolidated calculation as a separate line with a subsequent change in the final indicators of the cost of reconstruction and approval of the clarifications made by the authority that previously approved the project.

Drawing up a summary estimate

The consolidated estimate of the cost of construction of structures and buildings is compiled on the basis of site estimates, site estimates and estimates for individual types of costs. Object estimates and estimates are compiled based on data from local estimates. The first are subject to clarification, and the second are the document on the basis of which contract prices for the object are determined. As a result, the consolidated estimate is considered the main document, which includes all costs and reflects the limit of funds required to complete the construction of project facilities. SSR is divided into production and non-production construction. Such documents are drawn up and approved separately.

The summary construction estimate reflects the current, base or projected price level. The SSR for the project has an approved form No. 1 from MDS 81-1.99, Appendix 3. The results of object estimates, estimates and estimates for individual types of costs are displayed in separate lines without taking into account the amount to cover limited costs. In all positions indicate the numbers of the estimate documents to which the consolidated estimate refers.

The estimated cost of the object is divided into sections: “carrying out construction and installation work”, “equipment of furniture and equipment”, “production of other works”, “total cost according to the estimate”.

Summary estimate for construction

During capital construction of civil, industrial and residential facilities, funds in the consolidated estimate are distributed according to the following points:

• preparing the area for construction,
• construction of auxiliary and service facilities,
• construction of energy facilities,
• construction of transport and communication facilities,
• installation of external networks of water supply, sewerage, heat supply, gas supply,
• other work,
• costs of maintaining technical supervision,
• training of operational personnel,

The contents of these items are distributed according to the nomenclature of the consolidated estimate for the corresponding sector of the national economy. If there are completed types of production or complexes with several objects, then such items can be grouped into sections. The names of the sections correspond to the names of production facilities or complexes.

Summary estimate for major repairs

• preparing the area for major renovations,
• work in the main objects of the project,
• work in auxiliary and service facilities,
• work with external networks, water supply, sewerage, heat supply, gas supply,
• improvement of the surrounding area,
• construction of temporary buildings and structures,
• other work,
• implementation of technical supervision,
• design and survey work, designer's supervision.

The preparation of the SSR does not depend on the number of contractors participating in construction work. The cost of work and expenses for each individual general contracting organization is summarized in a separate statement, which is compiled in the form of a consolidated estimate.

Explanatory note to the SSR

The estimate is supplemented by an explanatory note with the data given below. It is attached as part of the project to the SSR for approval.

Data in the explanatory note for the SSR:

• location of construction projects,
• catalog numbers of estimate standards used in the preparation of construction estimates,
• name of the general contractor working at the facilities,
• overhead cost standards adopted by the contractor in accordance with MDS 81025.2001,
• estimated profit according to MDS 81-25.2001,
• methods for determining the cost of construction work for a given project,
• methods for determining the cost of equipment and installation work for a given project,
• methods for determining costs according to points 8 - 12 in the consolidated estimate,
• the principle of distribution of invested funds (in housing and civil construction - according to the design assignment),
• clarifications on methods for determining the cost of this project, links to decisions and recommendations of government authorities on pricing and benefits.

The consolidated construction estimate contains the results for each item or subitem, which are reflected in columns 4-8. This includes the amount for points 1-7, 1-8, 1-9 and 1-12. After calculating the amount of the fund reserve for unforeseen work and costs, the column “Total according to the consolidated estimate” is included in the results.

Documents that determine the estimated limit of funds - the cost of the full list of works (costs) required to complete all construction projects provided for by the project - are called summary estimates. The prepared calculation contains the estimated cost of not only construction and installation work, but also the cost of purchasing tools, inventory, equipment, as well as other associated costs, including designer supervision, survey work, maintenance of the customer’s service, etc. Draw up a summary estimate ( abbreviated as SSR) is easiest using special costing programs, but MS Excel is often used for this. In any case, the sample presented in the methodological recommendations of the State Committee for Construction of the Russian Federation is taken as a basis.

General provisions defining the content of the summary estimate

The main legal document regulating the procedure for drawing up documentation becomes the Methodology of the State Construction Committee (MDS 81-35.2004), approved and put into effect by Resolution No. 15/1 of the State Construction Committee of the Russian Federation in 2004 in the current version, which the surveyors are guided by (at the moment, this is - edition 2014).

The general provisions of the Methodology state that the consolidated costs of construction of objects (or their phases) include documents that determine the estimated limit of the funds needed to fully complete all objects under the project.

These same approved documents become the basis for starting the financing of the construction process and determining the capital investment limit. In summary form, recommendations for drawing up consolidated estimates can be presented in the following list:

1. It is recommended that a consolidated estimate be drawn up and approved separately for production and non-production construction work.
2. This calculation is made at the current price level. The final decision on determining the price level, which is made when drawing up the SSR, remains with the customer and is recorded in the design assignment. At the same time, in general terms, to formalize the value at the current price level, it is proposed, as an option, to use the base level of 2001, indexed according to current index tables (within the framework of existing recalculation methods).
3. A consolidated estimate must be generated 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 includes chapters into which funds for construction (or major repairs) are distributed based on calculations of its cost. In total, there are 12 such chapters - for industrial and civil construction and 9 - for major repairs of communal and socio-cultural buildings, as well as residential buildings. If any chapter provides for the inclusion of a particular object, work (cost), but in fact they are absent, then such a chapter should be skipped without changing the numbers of subsequent chapters.

The next, 10th chapter, in the list of “construction section” is the estimate for the maintenance of customer services (technical supervision), the 11th chapter is the preparation of operating personnel. The penultimate chapter of the SSR for overhaul facilities concerns the calculation of estimates for technical supervision services. The final chapter is the same for both lists. Its contents include designer supervision and design and survey work.

Within the listed chapters, the distribution of works (costs) and objects occurs in accordance with the established industry nomenclature. If there are several types of completed production with several objects for each of them, within the chapter it is allowed to rearrange the work (costs) and objects into sections with a name similar to the name of the production. 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 an explanatory note. The contents of the note include the following information:

• about the location of construction,
• name of the contractor (if known),
• a list of standards catalogs accepted for drawing up estimates,
• norms of estimated profit and overhead costs by type of construction (or for a specific contractor),
• specifics of determining the estimated cost of construction work, equipment (including its installation),
• features of the distribution of funds for construction according to Chapters 8-12 of the SSR and in the areas of capital investments for construction of a housing and civil nature.

In addition, the note lists any other information related to determining the cost of expenses specific to a given construction project, links to decisions of government agencies related to pricing issues and benefits for specific construction.

Summary estimate form: sample and example

To formulate a summary estimate, it is recommended to use sample No. 1, given in the second appendix of the Methodology, which was compiled by the State Construction Committee 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 individual types of costs.

The document contains a link to the numbers of these derivative estimate documents. The cost of each object envisaged by the project is distributed according to the corresponding columns of the form. Columns 4-7 indicate how much the estimated cost is for construction (repair and construction) work (column 4), installation work (column 5), equipment costs (column 6), and other costs (column 7). Column 8 shows the total estimated cost. The summary estimate, an example of which is presented, was compiled in MS Excel according to the specified sample.