5 Construction Projects. Technical Documents PDF

INTERNATIONAL BACHELOR’S DEGREE IN INDUSTRIAL ENGINEERING OCTOBER-DECEMBER 2024 ELENA MEDRANO FERNANDO VEIGA JOSÉ VICENTE VALDENEBRO [email protected] [email protected] jvv@...

INTERNATIONAL BACHELOR’S DEGREE IN INDUSTRIAL ENGINEERING OCTOBER-DECEMBER 2024 ELENA MEDRANO FERNANDO VEIGA JOSÉ VICENTE VALDENEBRO [email protected] [email protected] [email protected]  5. CONSTRUCTION PROJECTS TECHNICAL DOCUMENTATION  CONTENTS 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTATION 1. General Building Law in Spain LOE (Ley de Ordenación de la Edificación) 2. Technical Building Code CTE (Código técnico de edificación) 2.1 DB Basic Documents. (SE, SI, SUA, HE, HR, HS) 2.2 Part 1. Project and Works documentation. Saffety and Health Project 3. Project Budget 3.1 General concepts 3.2 General Structure. BEM, CB, TB (PEM, PC, PT) 3.3 Preliminary Project. Cost estimation EOM 3  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación Legislation governing design projects and construction works as well as the establishment of industrial activities and their commissioning is really extensive. Legislation relating to the type of activity, the manufacturing process to be implemented and the product to be manufactured. Environmental impact regulations, relating to industrial and other activities that may be considered noxious or hazardous, which may cause damage or nuisance to people, installations or the environment. (U. 4) Legislation concerning constructive works, including Health and safety (U. 5) National and regional legislation, laws and decrees or regulations implementing them. Regulations concerning the administrative processes for obtaining the required licences 4  1. LEGISLATION GOVERNING CONSTRUCTION PROJECTS GOVERNING - Ley 38/1999 Ley Ordenación de la Edificación https://www.boe.es/eli/es/l/1999/11/05/38 CONSTRUCTION PROCESS - R.D. 314/2006, CTE Código Técnico de la Edificación https://www.boe.es/eli/es/rd/2006/03/17/314 - R. D. 1627/1997 Disposiciones mínimas de seguridad y de salud en las obras de construcción https://www.boe.es/eli/es/rd/1997/10/24/1627/con - R. D. 105/2008 Producción y gestión de los residuos de construcción y demolición. https://www.boe.es/eli/es/rd/2008/02/01/105 - RD 848/2002 Reglamento Electrotécnico para Baja Tensión https://www.boe.es/biblioteca_juridica/codigos/codigo.php?id=326&modo=2&nota=0&tab=2 GOVERNING - RD 2267/2004 Reglamento de seguridad contra Incendios en los establecimientos INDUSTRIAL industriales https://www.boe.es/buscar/act.php?id=BOE-A-2004-21216 ACTIVITIES - Ley 21/2013 Evaluación ambiental https://www.boe.es/eli/es/l/2013/12/09/21/con - L.F. 17/2020 Actividades con Incidencia Ambiental https://www.boe.es/eli/es-nc/lf/2020/12/16/17 - DF 26/2022. Reglamento de desarrollo de la LF 17/2020 https://www.lexnavarra.navarra.es/detalle.asp?r=54772 GOVERNING - O.F. 448/2014 Agilización administrativa y simplificación procedimental LICENCES AND PERMITS - Ley 12/2012 Medidas urgentes de liberalización del comercio y de determinados servicios 5 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación General Building Law in Spain LOE LOE Ley de Ordenación de la Edificación IS THE GENERAL LAW THAT ESTABLISHES AND ORGANISES THE ENTIRE BUILDING PROCESS, THE DRAFTING OF THE PROJECT, THE CONSTRUCTION PROCESS AND THE FINAL RECEPTION BY THE PROMOTERS. AIM [art. 1] OBLIGATIONS AND RESPONSIBILITIES SCOPE [art. 2] USES & WORKS CONSIDERATIONS LOE Ley de Ordenación de la Edificación LEY 38/1999, de 5 de noviembre, de ORDENACIÓN DE LA EDIFICACIÓN Enacted on 5 November 1999 LEY 38/1999 Regulatory status, identification number and year of enactment 6  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación REQUIREMENTS – CTE Código Técnico de la Edificación REAL DECRETO 314/2006 de 17 de marzo, CÓDIGO TÉCNICO DE LA EDIFICACIÓN IS THE GENERAL DECREE THAT DEVELOPS ALL THE TECHNICAL ASPECTS OF THE L.O.E. AND DETERMINES TECHNICAL REQUIREMENTS IN THE VARIOUS FIELDS OF BUILDING CONSTRUCTION [art. 3] FUNCTIONALITY & SAFETY & HABITABILITY REQUIREMENTS – CTE Código Técnico de la Edificación REAL DECRETO 314/2006 de 17 de marzo, CÓDIGO TÉCNICO DE LA EDIFICACIÓN The CTE includes six basic documents that develop the regulations relating to different areas in the building sector HEALTH STRUCTURAL FIRE SAFETY SAFETY DB SE USE SAFETY PROTECTION NOISE DB SI DB SUA DB HS DB HR DB HE SAVING ENERGY SEGURIDAD SEGURIDAD EN PROTECCIÓN AHORRO DE CASO DE SEGURIDAD DE SALUBRIDAD FRENTE AL ENERGÍA ESTRUCTURAL UTILIZACIÓN INCENDIO RUIDO 7  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación General Building Law in Spain LOE LOE Ley de Ordenación de la Edificación LOE Table of contents 8  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación LOE LOE [art. 1] OBJECT LEY 38/1999, de 5 de noviembre, de OBLIGATIONS AND RESPONSIBILITIES ORDENACIÓN DE LA EDIFICACIÓN To regulate the process in its essential aspects, establishing the OBLIGATIONS AND OBJETO [art. 1] RESPONSIBILITIES of the agents involved in the Regular en sus aspectos esenciales el proceso de la edificación, process, as well as the necessary GUARANTEES for estableciendo las obligaciones y responsabilidades de los agentes que its proper development, in order to ensure quality intervienen en dicho proceso, así como las garantías necesarias para el adecuado desarrollo del mismo, con el fin de asegurar la calidad mediante through compliance with the basic requirements of el cumplimiento de los requisitos básicos de los edificios y la adecuada buildings and adequate protection of users' protección de los intereses de los usuarios. interests. 9 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación LOE [art. 2] SCOPE USES & WORKS CONSIDERATIONS Construction of permanent buildings, public or private, with following USES: a. Administrative, health, religious, residential, educational and cultural. b. Aeronautical; agricultural; energy; hydraulics; mining; mining telecommunications; land, sea, river and air transport; INDUSTRIAL; naval; sanitation and hygiene engineering; and It is an accessory to engineering works and their exploitation. c. All other buildings whose uses are not expressly related in the previous groups. 10 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación LOE [art. 2] SCOPE USES & WORKS CONSIDERATIONS The following WORKS (OBRAS) shall be considered to be buildings and shall require a project: a. New construction works. b. Works of EXTENSION, MODIFICATION, ADAPTATION OR RENOVATION that alter the architectural configuration of the buildings. c. Works of total or partial intervention in catalogued buildings with environmental or historical-artistic protection 11 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación LOE [art. 3] TECHNICAL AND ADMINISTRATIVE BUILDING REQUIREMENTS Article 3. Basic building requirements. 1. In order to guarantee the safety of people, the welfare of society and the protection of the environment, basic building requirements are established, which must be satisfied, in the design, construction, maintenance and use of buildings and their installations, as well as in adaptations carried out in existing buildings. a) Requirements relating to functionality b) Safety requirements c) Requirements for dwelling conditions (habitabilidad) 2. CTE is the code that establishes the basic quality requirements for new buildings and adaptation works in existing buildings. 12 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación DEFINITIONS PROJECT [art. 4] REQUIRED DOCUMENTS LICENCES [art. 5] APPROVALS & LICENCES RECEPTION OF WORKS [art. 6] RECEPTION OF ACCOMPLISHED WORKS BY THE PROMOTER BUILDING BOOK [art. 7] “AS BUILT“ DOCUMENTATION BUILDING STAKEHOLDERS [art. 8, 9, 10 and 11] 13 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación PROJECT [art. 4] REQUIRED DOCUMENTS It is the set of documents by means of which the technical requirements of the construction works are defined and determined. The project must technically justify the proposed solutions in accordance with the specifications required by the applicable technical regulations. When the project is developed or completed by means of partial projects (structure and electrical system projects) or other technical documents on technologies specific to the building's installations, the necessary coordination between all of them must be maintained. LICENCES [art. 5] APPROVALS & LICENCES The construction of buildings, the carrying out of works on them and their occupation shall require the corresponding licences and other administrative authorisations. 14 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación RECEPTION OF WORKS [art. 6] ( RECEPCIÓN DE LAS OBRAS) Action which the constructor hands over the complete works to the promoter and it is accepted, with or without reservations. BOOK OF BUILDING ( LIBRO DEL EDIFICIO) DOCUMENTATION OF THE WORK CARRIED OUT [art. 7] Once the construction works has been completed, the project will be provided to the promoter with the modifications approved, where appropriate, during the building process [as-built" documentation]. This documentation shall include, at least, the reception certificate, the list identifying the agents that have intervened during the building process, the instructions for use and maintenance of the building and its installations. 15 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación LOE TECHNICAL DOCUMENTS PROJECT (in all its phases and variants) PROYECTO (en todas sus fases y variantes) ACTA DE REPLANTEO E INICIO DE OBRA STAKING OUT AND START OF THE WORKWORK. LIBRO DE ÓDENES DE LA OBRA ORDER BOOK NOTIFICACIÓN POR LA DIRECCIÓN DE NOTIFICATION BY THE CONSTRUCTION OBRA AL PROMOTOR DE LA MANAGEMENT TO THE PROMOTER OF THE TERMINACIÓN DE LA OBRA ACTA DE REPLANTEO DE EDIFICIO COMPLETION OF THE WORK. TERMINADO CERTIFICATE OF STAKING OUT OF THE FINISHED ACTA DE RECEPCIÓN (PARCIAL) DE BUILDING OBRAS CORRESPONDIENTE A FASES (PARTIAL) ACCEPTANCE OF WORKS CERTIFICATE TERMINADAS ACTA DE SUBSANACIÓN DE DEFECTOS CORRESPONDING TO COMPLETED PHASES (para los casos de recepción de obras con DEED OF DEFECT REMEDY (for the cases of reception of reservas, en edificio terminado o sus fases) works with reservations, in a finished building or its phases). ACTA DE RECHAZO (del promotor) CERTIFICACIÓN ECONÓMICA FINAL DE LA DECLARATION OF REJECTION (of the promoter) OBRA FINAL ECONOMIC CERTIFICATION OF THE WORK DOCUMENTACIÓN "AS BUILT“ AS-BUILT” DOCUMENTATION RELACIÓN IDENTIFICATIVA DE LOS LIST IDENTIFYING THE AGENTS THAT HAVE AGENTES QUE HAN INTERVVENIDO DURANTE EL PROCESO DE EDIFICACIÓN INTERVENED DURING THE BUILDING INSTRUCCIONES DE USO Y PROCESS INSTRUCTIONS FOR THE USE AND MANTENIMIENTO DEL EDIFICIO Y SUS MAINTENANCE OF THE BUILDING AND ITS INSTALACIONES INSTALLATIONS 16 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación Map of Stakeholders in Projects and construction Works (Based in LOE )  PROMOTER. PROMOTOR  PROJECT DESIGNER. PROYECTISTA, AUTOR DEL PROYECTO  GENERAL CONSTRUCTOR. CONSTRUCTOR  CONSTRUCTION MANAGER. DIRECTOR DE OBRA (ARCHITECT, ENGINEER)  WORK EXECUTION MANAGER. DIRECTOR DE LA EJECUCIÓN DE LA OBRA (BUILDING ENGINEER/APAREJADOR) 17 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 1. General Building Law LOE Ley de Ordenación de la Edificación 18 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación https://www.codigotecnico.org/ QueEsCTE/QueEsElCTE.html CTE is organized in two parts:  Part 1: Defines the conditions of application of the CTE.  Basic Documents DB: Establish the basic construction requirements. 19  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.1 DB Basic Documents DB SE STRUCTURAL SECURITY MANDATORY IN EXECUTION PROJECT. DESIGN AND CALCULATION OF STRUCTURES AS WELL AS IN THEIR CONSTRUCTION. 1. SEGURIDAD ESTRUCTURAL [DB SE] DB SE-AE. Acciones en la edificación. Determines loads or weights with which the structure is dimensioned DB SE-C. Cimientos. Con referencia al estudio geotécnico. Foundations based on geotechnical study [DB SE-A. Acero] Regulates the use of steel in structures DB SE-F. Fabrica.Regulates the structural use of different types of brickwork or masonry DB SE DB SE-M. Madera.Regulates the structural use of timber STRUCTURAL NCSR 02. Norma de Construcción Sismo resistente. Determines the loads to dimension structures according to SECURITY seismic actions (earthquakes). CE Codigo Estructural: It regulates concrete, steel and mixed concrete-steel structures and replaces the previous Structural Concrete Instruction EHE-08 and the Structural Steel Instruction EAE.Real Decreto 470/2021, de 29 de junio, por el que se aprueba el Código Estructural MANDATORY IN PRELIMINARY PROJECT. IN AN DB SI SECURITY IN CASE OF FIRE INDUSTRIAL PROJECT, THE APPLICABLE LEGISLATION 2. SEGURIDAD EN CASO DE INCENDIO [DB SI] IN CASE OF FIRE IS R.D. 2267/2004 REGLAMENTO DE SEGURIDAD CONTRA SI 1. Propagación interior. Internal propagation. INCENDIOS EN ESTABLECIMIENTOS INDUSTRIALES SI 2. Propagación exterior. External propagation SI 3. Evacuación. Evacuation. SI 4. Detección, control y extinción de incendio. Fire detection, control and extinction SI 5. Intervención de los bomberos. Firefighter intervention. DB SI SI 6. Resistencia al fuego de la estructura. Fire resistance of the structure. SECURITY IN CASE OF FIRE 20 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.1 DB Basic Documents DB SUA SAFETY IN USE MANDATORY IN THIS PROJECT AT 3. SEGURIDAD DE UTILIZACIÓN THIS LEVEL SUA1. Seguridad frente al riesgo de caídas. Safety against the risk of falls. SUA2. Seguridad frente al riesgo de impacto o de atrapamiento. Safety against risk of impact or entrapment. SUA3. Seguridad frente al riesgo de aprisionamiento. Safety against risk of entrapment. SUA4. Seguridad frente al riesgo causado por iluminación inadecuada. Safety against risk caused by inadequate lighting. SUA5. Seguridad frente al riesgo causado por situaciones con alta ocupación. Safety against risk caused by high occupancy situations. SUA6. Seguridad frente al riesgo de ahogamiento. Safety against the risk of drowning. SUA7. Seguridad frente al riesgo causado por vehículos en movimiento. Safety from the risk caused by moving vehicles. SUA8. Seguridad frente al riesgo causado por la acción del rayo. Safety against the risk caused by the action of lightning. SUA9. Accesibilidad. Accesibility 21 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.1 DB Basic Documents [DB HS] HEALTHINESS MANDATORY IN EXECUTION PROJECT 4.SALUBRIDAD [DB HS] HS1. Protección frente a la humedad. Protection against damp. HS2. Recogida y evacuación de residuos. Waste collection and disposal. HS3. Calidad del aire interior. Indoor air quality. HS4. Suministro de agua. Water supply. HS5. Evacuación de aguas. Water evacuation. MANDATORY IN EXECUTION PROJECT [DB HE] ENERGY SAVING 6. AHORRO DE ENERGIA HE1. Limitación de demanda energética. Fichas de la opción simplificada o resultados del LIDER. Limitation of energy demand. Simplified option sheets or LIDER results. HE2. Instalaciones térmicas en los edificios. Exigencia desarrollada actualmente por el RITE (RD 1027/07). Regulation on heating installations in buildings. Requirement currently developed by the RITE (RD 1027/07). HE3. Eficiencia energética de las instalaciones de iluminación. Energy efficiency of lighting installations. HE4. Contribución solar mínima de Agua Caliente Sanitaria (ACS). Minimum solar contribution to Domestic Hot Water (DHW). HE5. Contribución fotovoltaica mínima de energía eléctrica. Minimum photovoltaic contribution to electrical energy. [DB HR] NOISE PROTECTION MANDATORY IN EXECUTION PROJECT 5. PROTECCIÓN FRENTE AL RUIDO Anejo L. Fichas de la opción simplificada o de la Opción General. Annex L. Simplified or General Option sheets. 22  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation REQUIREMENTS – CTE Código Técnico de la Edificación REAL DECRETO 314/2006 de 17 de marzo, CÓDIGO TÉCNICO DE LA EDIFICACIÓN IS THE GENERAL DECREE THAT DETERMINES ALL TECHNICAL REQUIREMENTS IN THE VARIOUS FIELDS OF BUILDING CONSTRUCTION. PART 1 DEFINES THE CONDITIONS OF APPLICATION OF THE CODE 23 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación BASIC REQUIREMENTS FOR BUILDING – CTE PART 1. [art. 1]. BASIC QUALITY REQUIREMENTS FOR BUILDINGS: a) Related to functionality: Usability, Accessibility, Access to telecommunication, audiovisual and information services. b) Related to safety: Structural, in case of Fire, Usability. c) Related to Dwelling conditions (Condiciones de Habitabilidad): Hygiene, health and environmental protection; protection against noise; energy saving and thermal insulation; other aspects. FUNCTIONALITY & SAFETY & DWELLING CONDITIONS The Technical Code CTE is the regulatory framework that establishes the basic quality requirements for buildings. 24  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation CONSTRUCTION The CTE Technical BuildingPROJECT PHASES Code, establishes in detail the necessary technical documentation for the phases of the project (Basic and Execution project). NEEDS NEEDS / PROJECT PROJECT WORKS WORKS 11 22 3 4 5 6 IDENTIFICATION REQUIREMENTS ASSIGNMENT DESIGN ASSIGNMENT EXECUTION PROGRAM WORK MANAGEMENT WORK ASSIGNMENT MANAGEMENT PROMOTER BUILDER / PROMOTER PROJECT WORK DESIGNER/ PROMOTER DESIGNER DESIGNER PROMOTER MANAGER CONSULTANT NEEDS / REQUIREMENT PROGRAM 1. PRELIMINARY STUDIES 1. STAKING OUT CERTIFICATE FEASIBILITY STUDIES 2. PRELIMINARY PROJECT 2. WORK COMMENCEMENT 3. BASIC PROJECT CERTIFICATE 4. EXECUTION PROJECT 3. CONSTRUCTION SITE MANAGEMENT WORK 4. RECEPTION CERTIFICATE 5. FINAL SETTLEMENT 25  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation NEEDS 2. NEEDS / REQUIREMENTS PROGRAM DOCUMENTS 2 PROGRAM It is the stage in which analysis & evaluation work is carried out to obtain information about the characteristics of the new building to meet the needs of the property. PROMOTER DESIGNER/ The requirements programme is necessary because it is the starting point for the CONSULTANT designer. It includes the previous idea of the promoter in addition to being an instrument of improvement for the future user. Content of the Needs/ Requirements Programme: 1. Preliminary study of the site (geotechnics, town planning, transport,...). 2. Typology (building image) 3. Surveys - Organizational chart. 4. Growth policy. 5. Programme of uses and surfaces 6. Allocation of spaces and interrelationships [lay-out]. 7. Installations - IT - security. 8. Time planning. 9. Economic study - investment valuation - financing. 26  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.1 PRELIMINARY STUDIES It is the preliminary stage of the commission, in which ideas are expressed in a schematic way, by sketches or drawings, at scale or without. It includes the required information, the approach of the technical program of needs and an indicative estimate of the economic cost that allow the client to adopt an initial decision. TECHNICAL REPORT 1. Agents. Promoter, designer, other technicians. 2. Previous information. 2.1. Background and starting conditions, location data, physical environment, urban planning regulations, other regulations where applicable. 2.2. Building data in case of rehabilitation, alteration or expansion. Reports made. 3. Needs programme. 3.1. Justification of ideas. 3.2. Summary of surfaces. DRAWINGS 1. Situation. 2. Sketches of plants, elevations and sections, without limit. 3. If it is a work of rehabilitation, alteration of existing building or expansion, it shall include plans of current state of plants, elevations and sections. ECONOMIC ESTIMATION Estimation of the overall cost, with exposure of the criteria adopted (valuation per m2 built, Technical modules, etc.) 27 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT PROJECT DESIGN: 4.2 PRELIMINARY PROJECT 4 DESIGN It is the work phase in which the main aspects and the general characteristics of the work are exposed: functional, formal, constructive and economic, in order to provide a first overall image of the project and establish a budget advance. PROJECT TECHNICAL REPORT DESIGNER 1. Agents. Promoter, designer, other technicians. 2. Background information. 2.1 Background and starting conditions, location data, physical environment, urban planning regulations, other regulations where applicable. 2.2 Building data in case of rehabilitation, alteration or expansion. Reports made. 3. Needs programme. 4. Solution adopted. Description of the project, characteristic use of the building and other intended uses, relationship with the environment. 4.1 Justification of the solution in the following aspects: functional, formal, constructive and economic. 4.2 Adequacy of the solution to current planning. 4.3 Summary of constructed surfaces, by use. 28 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT 4 DESIGN 4. PROJECT DESIGN: PRELIMINARY PROJECT DRAWINGS PROJECT (At scale and with elementary dimensions to define the overall size of the work) DESIGNER 1. Location Plan. Referring to the current town planning with indication of the geographical north. 2. Site plan of the building on the plot, with urban planning justification, alignments, setbacks, etc. 3. General floors, elevations and sections necessary for the volumetric definition of the building. 4. In the case of rehabilitation, alteration or extension work, current state schemes for floors, elevations and more characteristic section shall be included BUDGET ESTIMATION Estimate of the overall cost of the solution, NOT broken down by chapter, on the basis of the constructed area, showing the criteria adopted (modules, reference prices, etc.) 29 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.3 BASIC PROJECT BASIC PROJECT It is the phase of work in which the general characteristics of the work ARE DEFINED IN DETAIL, by adopting and JUSTIFYING THE DECISIONS TAKEN AND THE SOLUTIONS PROPOSED. The Basic The project shall not contain project-specific implementation documents, except in the case of installations whose definition is necessary for the layout of the plant or administrative authorisation. TECHNICAL REPORT 1. DESCRIPTIVE REPORT 1.1.Agentes. Promoter, designer, other technicians. 1.2.Background information. 1.2.1. Background and starting conditions, location data, physical environment, town planning regulations, other regulations where applicable. 1.2.2. Building data in case of rehabilitation, alteration or expansion. Reports made. 1.3. Description of the project. 1.3.1. General description of the building, program of needs, characteristic use of the building and other intended uses, relationship with the environment. 30  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.3 BASIC PROJECT TECHNICAL REPORT 1.3.2 Compliance with the CTE and other specific regulations, rules of urban discipline, municipal ordinances, buildability, functionality, etc. 1.3.3 Description of the geometry of the building, volume, useful and constructed surfaces, accesses and evacuation. 1.3.4. General description of the parameters determining the technical forecasts to be considered in the project for the structural system (foundation, load-bearing structure and horizontal structure), compartmentalisation system, envelope system, finishing system, the environmental conditioning system and the service system. 1.4. Performance of the building: 1.4.1. For basic requirements in relation to the basic requirements of the CTE. 1.4.2. Limitations on the use of the building as a whole and of each of its units and facilities shall be established. 2. CONSTRUCTIVE REPORT 2.1. Building support. Justification of soil characteristics and parameters to be considered for the calculation of the part of the structural system corresponding to the foundation. 3. COMPLIANCE WITH CTE 3.1. Fire safety. 31 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.3 BASIC PROJECT DRAWINGS 1. Location and site plan. Referring to the current planning, with reference to locable points and with indication of the geographical north. 2. Site drawing of the building on the plot, with urban planning justification, alignments, setbacks, etc. 3. Urbanization. Road network, connections, etc. 4. Building definition drawing at minimum scale 1/100 and bounded. (Recommended scale 1/50 and 1/20 for construction details). 4.1. Distribution plants, indicating uses, furniture, door turns, thick walls, chambers, partitions, pillars, ventilation ducts... 4.2. Deck drawing, indicating slopes, rainfall collection points, skylights,... 4.3. Elevations of all the facades, limiting toral heights. 4.4. Sections, those necessary to define the building completely, bounding floor heights, thick slabs, street level, eaves heights, total building height, etc. ESTIMATED BUDGET BY CHAPTER Estimate of the total cost for each chapter, trade or technology, with expression of the final value of physical execution and contract 32 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.4 EXECUTION PROJECT The EXECUTION PROJECT is the work phase that DEVELOPS THE BASIC PROJECT, with the complete determination of details and specifications of all materials, elements, construction systems and equipment. This is the document required to apply for a building permit. TECHNICAL REPORT 1. DESCRIPTIVE REPORT 2. CONSTRUCTIVE REPORT 2.1. Building support. Justification of soil characteristics and parameters to be considered for the calculation of the part of the structural system corresponding to the foundation. 2.2 Structural system (foundation, supporting structure and horizontal structure).. 2.3. The envelope system 2.4. Compartmentalization system 2.5. Finishing systems 2.6. Conditioning systems and installations: the calculation bases for each of the following subsystems shall be indicated: - Fire protection, anti-intrusion, lightning arresters, electricity, lighting, lifts, transport, plumbing, liquid and solid waste disposal, ventilation, telecommunications, etc 2.7. Equipment Definition of bathrooms, kitchens and laundry rooms, industrial equipment, etc. 33 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.4 EXECUTION PROJECT 3. COMPLIANCE WITH THE CTE Justification of the building’s performance by basic requirements and in relation to the basic requirements of the CTE. Justification shall be provided for solutions adopted as indicated in the ETC. 3.1. Structural Safety [DB SE] 3.2. Fire safety [DB SI] 3.3. Safety of use [DB SUA] 3.4. Health [DB HS] 3.5. Noise protection [DB HR] 3.6. Energy savings [DB HE] 3.7. Compliance with other regulations and provisions. 3.8. Annexes to the report. The draft shall contain as many annexes as are necessary for the definition and justification of the works. 3.9. Geotechnical information 3.10.Calculation of structure 3.11.Fire protection Building facilities 3.12.Energy efficiency 3.13.Environmental impact study 3.14.Quality control plan 3.15.Safety and health study or basic study, if any 34 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.4 EXECUTION PROJECT DRAWINGS 1. Location drawing. Referring to the current planning, with reference to locable points and with indication of the geographical north. 2. Site drawing of the building on the plot, with urban planning justification, alignments, setbacks, etc. 3. Urbanization. Road network, connections, etc. 4. Building definition drawings at minimum scale 1/100 and bounded. 4.1. Layout plans, indicating uses, furnishings, door turns, thickness of walls, chambers, partition walls, pillars, ventilation ducts and skylights. 4.2. Plan of roofs, indicating slopes, rainwater collection points, skylights, chimneys, etc. 4.3. Elevations of all façades, indicating the height of the towers. 4.5. Sections, as necessary to define the building completely, specifying storey heights, floor heights, slab thicknesses, street levels, eaves heights, total height of the building, etc. 35 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.4 EXECUTION PROJECT DRAWINGS 5. Structure drawings Graphic and dimensional description of the entire structural system (foundation, load-bearing structure and horizontal structure). Those relating to the foundation will also include its relationship with the immediate environment and the whole of the work (references for redesign). 6. Installation drawing. Graphical and dimensional description of the networks of each installation, plants, sections and details. 7. Drawing of constructive definition. Graphic documentation of constructive details 8. Graphic memories. Indication of concrete solutions and singular elements: carpentry. 9. Others. 36  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.4 EXECUTION PROJECT TERMS & CONDITIONS (PLIEGO DE CONDICIONES) It is the document that regulates the rights, responsibilities, obligations and mutual guarantees between the parties involved in the development, implementation and execution of the project. It will cover the legal, economic and technical aspects. It may be simplified by reference to official specifications or mandatory regulations. ADMINISTRATIVE SPECIFICATIONS (PLIEGO DE CLÁUSULAS ADMINISTRATIVAS) 1. General provisions It regulates the personality of the contracting parties, the form of the contract and its termination. 2. Optional provisions It regulates the relationship between the execution management and the contractor. 3. Economic provisions Regulates the relationship between the owner and the contractor. 37 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.4 EXECUTION PROJECT TERMS & CONDITIONS (PLIEGO DE CONDICIONES) PARTICULAR TECHNICAL SPECIFICATIONS (PLIEGO DE CONDICIONES TÉCNICAS) 1. Material requirements Minimum technical characteristics to be met by products, equipment and systems to be incorporated into the works, as well as their incorporated into the works, as well as their conditions of supply, reception conservation, etc. 2. Prescriptions regarding the execution by work units Technical characteristics of each unit of work indicating its execution process, rules of application, preconditions to be fulfilled application rules, preconditions to be fulfilled before its execution, etc. 3. Requirements for checks on the finished building Indicate the checks and service tests to be carried out to verify the final performance of the building. 38 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.4 EXECUTION PROJECT MEASUREMENTS AND BUDGET (MEDICIONES Y PRESUPUESTO) The budget includes a detailed calculation of all the costs of the work, materials, labour, machinery and auxiliary means, etc. It is developed by items (partidas) grouped in chapters (capítulos), with application of the prices to the state of measurements (mediciones), with expression of the final measurements, with expression of the final value of material execution and contract (presupuesto de ejecución material y presupuesto de contrata). The budget shall be at market prices. 1. Price table grouped by chapters 2. Summary by chapters, with expression of the final value of execution and contract 3. It shall include the Quality control budget 4. Budget of the Safety and Health Study 5. Waste management budget. SAFETY AND HEALTH PROJECT (ESTUDIO DE SEGURIDAD Y SALUD) The Safety and Health Project may be a part of the execution project or an independent document drafted by other technicians. 39 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.4 EXECUTION PROJECT SAFETY AND HEALTH PROJECT (ESTUDIO DE SEGURIDAD Y SALUD) Its drafting is mandatory for the application for a building permit and to open the work centre prior to the start of the works. R. D. 1627/1997 of 24 October 1997 establishing the Minimum Safety and Health Provisions in construction works [BOE no 256, of 25 October], which transposed into Spanish law Directive 92/57/EEC of 24 June, establishing the Minimum Safety and Health Conditions to be applied in building works, including temporary or mobile ones. Coordinator for Health and Safety at Works: Competent technician who, appointed by the Promoter, must coordinate the general principles of Prevention and Safety during the drafting phase of the Project and during the execution of the works. Their functions and responsibilities are: - The application of the general principles of Prevention and Safety, planning the different works or phases, whether simultaneous or successive and estimating the required duration of the same. - Site activities, to ensure that the Builder, Subcontractors and/or Self-Employed Workers apply the principles of preventive action. - Coordination of business activities. - The actions and functions of control of the application of work methods. - The adoption of appropriate measures to ensure that only authorised persons have access to the site (Book of incidents) 40 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.4 EXECUTION PROJECT SAFETY AND HEALTH PROJECT (ESTUDIO DE SEGURIDAD Y SALUD) - The promoter is obliged to draw up a health and safety study during the drafting phase of the project in the case of works projects in which any of the following situations arise: - Contract budget greater than €450,759.08. - Estimated duration of the work of more than 30 working days, employing at some point more than 20 workers at any one time. - Volume of labour, understood as the sum of working days of the total number of workers greater than 500 days. - Tunnels, galleries, underground pipelines and dams. BASIC STUDY OF SAFETY AND HEALTH AT WORK (ESTUDIO BÁSICO DE SEGURIDAD Y SALUD) - In construction projects not included in any of the cases provided for in the preceding paragraph, the promoter shall be obliged to draw up at the drafting stage of the project 41 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.4 EXECUTION PROJECT DOCUMENTS FOR A SAFETY AND HEALTH PROJECT REPORT of procedures, technical equipment and auxiliary means detailing: - General characteristics of the work. - Identification of the occupational risks that can be avoided, indicating the technical measures necessary for this purpose. - List of risks that cannot be eliminated, and preventive measures and technical protections to control and reduce them; assessing their effectiveness, especially when alternative measures are proposed. - Description of health and common services for workers (depending on their number). - Electrical installation of the work. - Forecasts and useful information to carry out in due time, in the proper conditions of Health and Safety, the foreseeable works of maintenance and repairs of the building. 42 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT DESIGN: 4.4 EXECUTION PROJECT DOCUMENTS FOR A SAFETY AND HEALTH PROJECT TERMS & CONDITIONS The technical specifications of the work that is going to be executed, as well the requirements related to the characteristics, use and maintenance of machinery, tolos, systems and prevention equipment DRAWINGS for the definition and understanding of the preventive measures cited in the report: - Drawing of organization of the work - Electric drawings - Position of cranes and other elements. - Drawings with protection situation. - Details of protections. MEASUREMENTS AND BUDGET: required safety and health units (Individual and Collective Protections). This budget should be incorporated into the Construction Budget as a chapter. 43  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation CONSTRUCTION MANAGEMENT NEED NEEDS / PROJECT PROJECT WORKS WORKS 1 2 3 4 5 6 IDENTIFICATION REQUIREMENTS ASSIGNMENT DESIGN ASSIGNMENT EXECUTION PROGRAM WORK MANAGEMENT WORK ASSIGNMENT MANAGEMENT BUILDER / PROMOTER PROMOTER / PROJECT WORK PROMOTER MANAGER CONSULTANT DESIGNER PROMOTER STAKING OUT CERTIFICATE (ACTA DE REPLANTEO) WORK COMMENCEMENT CERTIFICATE (ACTA INICIO DE OBRA) CONSTRUCTION SITE MANAGEMENT (SEGUIMIENTO DE OBRA) WORK RECEPTION CERTIFICATE (ACTA RECEPCIÓN DE OBRA) FINAL SETTLEMENT (LIQUIDACIÓN) 44 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation CONSTRUCTION MANAGEMENT QUALITY COSTS DEADLINES SECURITY - Coordination of - Approval of Security - Execution according - Stockpile of materials works Plans of guilds to Project Execution Measurements Planning - Overseeing and - Control of materials - Certifications - Security work plan compliance with Finishes - Change orders - Changes affecting security plans - Discussion of new the work plan prices - Activation of - Control works by corrective measures administration. 45  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation CONSTRUCTION MANAGEMENT It is the stage in which the technical manager carries out the coordination of the technical team of the work, the technical, economic and aesthetic interpretation of the Execution Project, as well as the adoption of the necessary measures to complete the development of the Execution Project, establishing the adaptations, additional details and modifications that may be required in order to achieve the total realization of the work, in accordance with the relevant Implementation Project. 1. Official notification of commencement of work once the licence to open a work centre has been obtained. It is compulsory to complete the Book of Orders 2. Book of orders and attendance (Libro de órdenes y asistencia) To collect information concerning the course of the work, especially changes decided on site with respect to the project) 3. Book of incidents (Libro de incidencias) To collect warnings and incidents related to safety on the site) 4. Partial certifications. (Certificaciones parciales) Technical documents that specify the cost of the work carried out. They can be made monthly or be associated with the completion of the budget items. They are the basis for partial payments to the construction company during the course of the work. 5. Official certificates: Beginning of work, ( or Work not begun), New construction certificate. 6. Drawings of works ("as built"). Reflecting change orders and the precise variations for the correct development of the work, which are considered necessary in the opinion of the Technical Director, or at the request of the property. 46  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation PROJECT ◼ TECHNICAL REPORT (ALL VERSIONS). ◼ REPORT OF STAKING OUT AND START OF WORKS: ACTA DE REPLANTEO E INICIO DE OBRA CONSTRUC TION ◼ NOTIFICATION BY THE PROJECT MANAGEMENT TO THE PROMOTER OF THE COMPLETION OF THE WORKS. WORKS NOTIFICACIÓN POR LA DIRECCIÓN FACULTATIVA AL PROMOTOR DE LA TERMINACIÓN DE LA OBRA. ◼ REPORT ON THE RECEPTION OF THE COMPLETED BUILDING. ACTA DE RECEPCION DEL EDIFICIO TERMINADO PARTIAL ACCEPTANCE CERTIFICATE OF WORKS CORRESPONDING TO COMPLETED PHASES. ACTA DE RECEPCIÓN PARCIAL DE OBRAS DE EDIFICACIÓN CORRESPONDIENTE A FASES TERMINADAS. CERTIFICATE OF RECTIFICATION OF DEFECTS, FOR CASES OF RECEPTION WITH RESERVATION OF THE FINISHED BUILDING OR PHASES OF WORK. ACTA DE SUBSANACIÓN DE DEFECTOS, PARA LOS CASOS DE RECEPCIÓN CON RESERVA DE EDIFICIO TERMINADO O FASES DE OBRA. AT THE END OF REJECTION CERTIFICATE (FROM THE PROMOTER). ACTA DE RECHAZO (DEL PROMOTOR) CONSTRU CTION ◼ FINAL (FINANCIAL) CERTIFICATION OF THE WORK. CERTIFICACIÓN ECONÓMICA FINAL DE LA OBRA. PROCESS ◼ AS BUILT" DOCUMENTATION. DOCUMENTACIÓN “AS BUILT" ◼ A LIST IDENTIFYING THE ACTORS INVOLVED IN THE CONSTRUCTION PROCESS. RELACIÓN IDENTIFICATIVA DE LOS AGENTES QUE HAN INTERVENIDO DURANTE EL PROCESO DE EDIFICACIÓN. ◼ INSTRUCTIONS FOR THE USE AND MAINTENANCE OF THE BUILDING AND ITS INSTALLATIONS. INSTRUCCIONES DE USO Y MANTENIMIENTO DEL EDIFICIO Y SUS INSTALACIONES. 47  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 2. Technical Building Code CTE Código Técnico de la Edificación 2.2 Part 1 Project phases and Construction Works documentation RECEPTION OF THE WORKS At this stage, the final economics status of the work is determined and its reception is made by the client according to the documents and specifications contained in the Project of Execution and other documents provided during the development of the work. 1. Book of orders and attendance. The original or photocopy of the sheets corresponding to the Technical Director shall be delivered at the end of the work. 2. Certificate of completion. This document certifies the completion of the works and is necessary to apply for the final permits (first occupancy licence or opening licence). All change orders during the construction process must be defined in detail in this documentation ( report, drawings and budget). The necessary number of originals will be delivered (original requested in Notaries, Property Registry, Town Halls, Autonomous Communities... ). 3. Final Certificatte and settlement of works. If the final cost of the works differs from the project execution budget, at least a summary per chapter specifying the price increases shall be submitted for the final settlement of the works. 4. Building Book. Once the work is finished, together with the final liquidation, the project will be provided to the developer with the modifications approved, if any, during the construction process. (DOCUMENTATION "AS BUILT"). At least the certificate of acceptance, the identification of the agents involved in the construction process and the instructions for the use and maintenance of the building and its facilities shall be attached to such documentation. 48 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.1 General concepts 1. BUDGET. COST ESTIMATE IN PROJECTS WHEN IS A PROJECT SUCCESSFUL? WHEN IT COMPLIES WITH CONSTRAINTS TRIPLE CONSTRAINT PROJECT EXTENDED TRIPLE CONSTRAINT SCOPE TIME TIME COST - COST Expected BUDGET for the project (Coste - EXPECTATIONS presupuesto) RISK QUALITY RESOURCES SCOPE COST 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.1 General concepts 1. BUDGET. COST ESTIMATE IN PROJECTS A BUDGET IS A PREDICTION BASED ON THE INFORMATION AVAILABLE AT A CERTAIN TIME. Different estimation alternatives are considered from the beginning to the end of the project. To achieve optimal cost for the project, the balance between costs and risks must be taken into account. The general rule is: DOING RATHER THAN BUYING BUYING RATHER THAN RENTING AND SHARING RESOURCES. Cost estimates should be reviewed and refined throughout the project to reflect additional details as they are known and assumptions tested. THE ACCURACY OF A PROJECT’S COST ESTIMATE INCREASES AS THE PROJECT PROGRESSES THROUGH ITS LIFE CYCLE. PMBOK  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.1 General concepts 1. GENERAL CONCEPTS. COST ESTIMATE IN PROJECTS THE LIFE CYCLE OF A PROJECT IS THE SERIES OF PHASES A PROJECT GOES THROUGH FROM INCEPTION TO CLOSURE. IN TERMS OF BUDGETING FOR EACH PHASE, THERE IS MORE UNCERTAINTY IN THE INITIAL PHASES AND THEREFORE MORE POTENTIAL FOR CHANGE. IN THE FINAL STAGES THE INFORMATION IS MORE COMPLETE AND PRECISE AND THE THE ACCURACY OF A PROJECT’S COST ESTIMATE INCREASES AS THE PROJECT PROGRESSES BUDGET MORE ACCURATE. THROUGH ITS LIFE CYCLE. PMBOK  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General concepts BUDGET AND PROJECT PHASES PRELIMINARY PROJECT BASIC PROJECT EXECUTION PROJECT ESSENTIAL ASPECTS ARE DEFINED OF THE GENERAL CHARACTERISTICS OF WORK PHASE THAT DEVELOPS THE BASIC THE PROJECT: THE WORK ARE DEFINED BY ADOPTING PROJECT, WITH THE COMPLETE - FUNCTIONAL, AND JUSTIFYING CONCRETE SOLUTIONS. DETERMINATION OF DETAILS AND - FORMAL, THE BASIC PROJECT SHALL NOT CONTAIN SPECIFICATIONS OF ALL MATERIALS, - CONSTRUCTIVE SPECIFIC DOCUMENTS OF THE EXECUTION ELEMENTS, CONSTRUCTION SYSTEMS AND - ECONOMIC, PROJECT, EXCEPT IN THE CASE OF EQUIPMENT INSTALLATIONS WHOSE DEFINITION IS IN ORDER TO PROVIDE A FIRST OVERALL NECESSARY FOR THE DISTRIBUTION OF PICTURE OF THE PROJECT AND ESTABLISH A PLANTS OR ADMINISTRATIVE ROUGH ESTIMATE BUDGET. AUTHORIZATIONS. TECHNICAL REPORT TECHNICAL REPORT TECHNICAL REPORT DRAWINGS DRAWINGS DRAWINGS MEASUREMENTS AND BUDGET OME BUDGET CHAPTER BUDGET SPECIFICATIONS ORDER OF MAGNITUDE ESTIMATION [SAFETY AND HEALTH PROJECT] [WASTE MANAGEMENT PROJECT] 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.3 Preliminary Project. Cost estimation ACCURACY OF ESTIMATES ORDER OF MAGNITUDE ESTIMATION [OME] ESTIMACIÓN DEL ORDEN DE MAGNITUD This is usually done at the beginning of the project and in the INITIAL PHASES [Preliminary Project]. The typical accuracy range of this type of cost estimate is between -25% to +75% of the actual budget. ESTIMATED BUDGET PRESUPUESTO ESTIMADO It usually takes place during the planning of the project [Basic Project] and its accuracy range is between -10% to +25% compared to the real one. FINAL BUDGET PRESUPUESTO FINAL As the project progresses the estimate will be refined [Execution Project]. The accuracy range of estimates can be reduced to -5% to +10% relative to the real. In some organizations, there are guidelines on when such refinements can be made and the degree of confidence or accuracy expected.  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB EXECUTION PROJECT BUDGET At this final stage of the project, budget includes a detailed calculation of EXECUTION PROJECT all the costs of the work, materials, labour, machinery, auxiliary WORK PHASE THAT DEVELOPS THE means, etc. BASIC PROJECT, WITH THE COMPLETE It is developed by items (partidas) grouped in chapters (capítulos), with DETERMINATION OF DETAILS AND SPECIFICATIONS OF ALL MATERIALS, application of the prices to the state of measurements, with expression of ELEMENTS, CONSTRUCTION SYSTEMS the final measurements and the final value of material execution or AND EQUIPMENT Material Execution Budget BME (Presupuesto de Ejecución Material ). The Contract Budget CB (Presupuesto de Contrata) adds to BME the contractor's expenses and profit. Total Budget TC (Presupuesto total) includes also technical fees and taxes. The budget shall use market prices. TECHNICAL REPORT Material Execution Budget shall include as specific chapters: DRAWINGS - Quality control budget MEASUREMENTS AND BUDGET - Safety and Health Study budget (Safety and Health Project) SPECIFICATIONS - Residues management budget (Construction Site waste management Plan) [SAFETY AND HEALTH PROJECT] [WASTE MANAGEMENT PROJECT]  CHAPTERS [AND MEASUREMEN UNIT PROJECT ITEMS TS TOTAL SUBCHAPTERS] COST C01. Earth movements C02. Sanitation C03. Foundation and Structure C04. Brickwork C05. Carpentry C06. Coatings C07. Plumbing Installation C08. Air conditioning installation E01. ud Simple light point 10 25€ 250€ E02. ml Lighting circuit 35 5€ 175€ INDUSTRIAL E03. ud Changeover switch 2 45€ 90€ BUILDING C09. Electricity installation E05. ml power circuit 10 90€ 900€ E05. ud LED ruler 20 7€ 140€ E04. ud. Plug Schuko 16A 2 50e 100€ TOTAL C09, ELECTRICITY 1655€ INST C10. Fire Protection Installation C11. Telecommunications Installation C12. Quality Control C13. Security and health C14. Waste management TOTAL BME  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB EXECUTION PROJECT BUDGET STRUCTURE OF THE DOCUMENT A CONSTRUCTION BUDGET IS ORGANIZED IN CHAPTERS. EACH CHAPTER GROUPS TOGETHER ALL SIMILAR WORKS (FOUNDATIONS, STRUCTURE, MASONRY, FLOORING AND TILING, ETC.) OR WORKS PERFORMED BY THE SAME TRADE (ELECTRICITY, PLUMBING, CARPENTRY, ETC.) THE TOTAL VALUE OF THE CHAPTER Nº MATERIAL EXECUTION CHAPTERS BUDGET IS OBTAINED FROM TOTAL THE SUM OF ALL THE BME TITLE CHAPTERS OF THE WORK. FINAL SUMMARY SHEET  EACH CHAPTER GROUPS TOGETHER ALL SIMILAR WORKS AND EACH ONE OF THEM IS AN ITEM OR WORK UNIT THAT MUST BE DESCRIBED IN DETAIL AND PRECISELY CHAPTER WORK UNIT/ITEM WORK UNIT/ITEM WORK UNIT/ITEM  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB EXECUTION PROJECT BUDGET ITEM IDENTIFICATION MEASUREMENT UNITS ITEM DESCRIPTION PARTIAL MEASUREMENTS WORK UNIT BY WORK UNITS DESCRIPTION OF THE MEASUREMENT AREA TOTAL MEASUREMENT UNIT PRICE TOTAL PRICE OF THE ITEM  CHAPTER AND ITEM Nº ITEM IDENTIFICATION ITEM DESCRIPTION UNIT Nº UNITS PRICE TOTAL PRICE OF THE ITEM RAISED ITEM FIXED PRICE WITHOUT MEASUREMENTS BME MATERIAL EXECUTION BUDGET FINAL SUMMARY SHEET CHAPTER Nº CHAPTERS BME BEM OR MATERIAL EXECUTION BUDGET IS THE RESULT OBTAINED BY ADDING THE PRICE OF ALL THE CHAPTERS.  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB PRICE CALCULATION: BEM MATERIAL EXECUTION BUDGET IT CAN ALSO BE DEFINED AS THE RESULT OBTAINED BY ADDING THE PRODUCT OF THE MEASUREMENTS OF EACH UNIT OF WORK BY ITS UNIT PRICE PLUS THE PRICE OF THE RAISED ITEMS. [General State procurement regulations, article 68] BEM= Σ WORK UNIT * UNIT PRICE+ ITEMS RAISED WORK UNIT SET OF RESOURCES NEEDED TO BUILD AN INDIVISIBLE WHOLE INTEGRATED INTO A WORK AND CONSTITUTING THE SMALLEST PART IN WHICH THE WORK IS IS DIVIDED INTO A BUDGET, SO THAT IT CAN BE MEASURED AND CERTIFIED AS A WORK UNIT. MEASURING MEASUREMENT MEANS THE DETERMINATION OF THE QUANTITIES OF EACH UNIT OF WORK. BEM P.E.M. PRESUPUESTO DE EJECUCIÓN MATERIAL WORK UNIT : MEDICIÓN UNITARIA, UNIDAD DE MEDICIÓN UNIT PRICE: PRECIO UNITARIO MEASUEMENTS: MEDICIONES ITEMS RAISED: PARTIDAS ALZADAS 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB BME MATERIAL EXECUTION BUDGET BME= DIRECT COSTS + INDIRECT COSTS Direct and indirect costs are included in the unit prices of each one of the work items. DIRECT COSTS TOTAL LABOUR: PERSONNEL , WITH THE PLUSES, CHARGES AND SOCIAL SECURITY, WHICH IS DIRECTLY INVOLVED AND INCLUDED IN THE EXECUTION OF THE WORK UNIT. MATERIALS , AT PRICES RESULTING FROM CONSTRUCTION WORK, WHICH ARE INTEGRATED INTO THE UNIT OR WHICH ARE REQUIRED TO CARRY IT OUT. THE IMPACT OF THE AMOUNT OF BREAKS AND LOSSES PRODUCED DURING THE INTERNAL TRANSPORT AND THE EXECUTION OF THE UNITS OF WORK IS INCLUDED AS AN INCREASE OF MATERIAL CONSUMPTION IN THE CORRESPONDING CONSTRUCTION UNITS. ANCILLARY COSTS DIRECT COSTS INCLUDE THE PROPORTIONATE SHARE OF ANCILLARY COSTS 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB BME MATERIAL EXECUTION BUDGET BME= DIRECT COSTS + INDIRECT COSTS DIRECT COSTS * DIRECT COSTS INCLUDE THE PROPORTIONATE SHARE ANCILLARY COSTS COSTES AUXILIARES PERSONNEL AND MATERIAL ANCILLARY COST PERSONNEL AND MATERIAL ANCILLARY COST  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB BME MATERIAL EXECUTION BUDGET BME= DIRECT COSTS + INDIRECT COSTS ANCILLARY COSTS COSTES AUXILIARES ALL WORKS, AUXILIARY RESOURCES AND MATERIALS NEEDED FOR THE CORRECT COMPLETION OF ANY UNIT OF WORK ARE CONSIDERED TO BE INCLUDED IN THE UNIT PRICE, EVEN IF THEY ARE NOT SPECIFIED IN THE BREAKDOWN OR DESCRIPTION OF PRICES. THE APPLICATION OF AUXILIARY COSTS WILL BE AS A PERCENTAGE (%) OF THE TOTAL LABOUR. THEY ARE INCLUDED, FOR EXAMPLE, IN ANCILLARY COSTS: AUXILIARY MEANS AS SMALL TOOLS STRICTLY NECESSARY TO MAKE THE WORK UNIT (DRILLING AND CUTTING MACHINES, SMALL TOOLS, ETC.), AUXILIARY MATERIALS, AUXILIARY TASKS AS CLEANING OF THE RUBBLE (ESCOMBROS) PRODUCED BY CARRYING OUT THE UNIT OF WORK , TRANSFER OF THE WORK UNIT’S OWN MATERIAL WITHIN THE WORK UNIT, RENTAL OF SMALL MATERIAL, ETC. 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB BME MATERIAL EXECUTION BUDGET BME= DIRECT COSTS + INDIRECT COSTS INDIRECT COSTS ALL THOSE COSTS OF EXECUTION THAT ARE NOT DIRECTLY ATTRIBUTABLE TO SPECIFIC ITEMS, BUT TO THE WHOLE OF THE CONSTRUCTION WORK. INDIRECT MATERIAL COSTS ARE: INSTALLATION OF OFFICES ON SITE, OF COMMUNICATIONS, OF CONSTRUCTION OF WAREHOUSES, OF TEMPORARY PAVILIONS FOR WORKERS, OF LABORATORIES, ETC. AS WELL AS THOSE OF THE TECHNICAL AND STAFF ASSIGNED EXCLUSIVELY TO THE WORK AND THOSE OF THE CONTINGENCIES. THEY ARE PASSED ON TO ALL CONSTRUCTION UNITS. A PRESET PERCENTAGE IS 3%, ALTHOUGH TODAY THEY ARE BETWEEN 5% AND 12%.  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB BME MATERIAL EXECUTION BUDGET BME= DIRECT COST + INDIRECT COST INDIRECT LABOUR FORCE: STAFF NOT DIRECTLY INVOLVED IN THE EXECUTION OF THE UNITS OF WORK , SINCE THEY PERFORM EXCLUSIVELY CONTROL, ORGANIZATION, DISTRIBUTION OF TASKS, SUPERVISION, ETC. HEAD OF LABOUR WORK ASSISTANT JEFE DE OBRA LABOUR MANAGER AYUDANTE DE OBRA CONSTRUCTION MANAGER ENCARGADO DE OBRA LABOURER OF VARIOUS SERVICES (PERSONNEL PERFORMING INTERIOR TRANSPORT, LIFTING, MONTAGE, REMOVAL, CLEANING, ETC.) PEON DE SERVICIOS VARIOS 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB BME MATERIAL EXECUTION BUDGET BME= DIRECT COST + INDIRECT COST MACHINERY AND TOOLS. SET OF MACHINERY, TOOLS AND TOOLS USED FOR THE EXECUTION OF VARIOUS WORK UNITS AND THAT IS NOT SPECIFIC TO ANY OF THEM. - LIFTING: CRANE (+ CRANE OPERATOR; FOUNDATION, EARTH NETWORK, ASSEMBLY, LEGALIZATION, DISASSEMBLY AND TRANSPORT OF CRANE), FORKLIFT …. - TRANSPORT: TRUCK FOR GENERAL WORK, CLEANING AND TRANSPORT OF TOOLS, DUMP TRUCKS., ASSIGNED EXCLUSIVELY TO THE WORKS - TOOLS: PICKS, SHOVELS… TEMPORARY INSTALLATIONS ON SITE. - TEMPORARY INSTALLATIONS: ELECTRIC POWER, DRINKING WATER, TELEPHONE SERVICE. - NETWORKS OF INSTALLATIONS OF A PROVISIONAL NATURE, BECAUSE THEY ARE DISMANTLED AS THEY CEASE TO BE NECESSARY: ELECTRICAL NETWORK AND PANELS, DRINKING WATER NETWORK, ETC. - CONSUMPTION OF INSTALLATIONS: ELECTRICITY, DRINKING WATER, TELEPHONE-FAX. 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB BME MATERIAL EXECUTION BUDGET BME= DIRECT COSTS + INDIRECT COSTS TEMPORARY CONSTRUCTIONS AND EQUIPMENTS ON SITE. - PREFABRICATED MODULES: TEMPORARY CONSTRUCTIONS ON SITE FOR WAREHOUSES, WORKSHOPS, OFFICES, ETC. THE FACILITIES OF CHANGING ROOMS OR STAFF CANTEENS ARE NOT INCLUDED WHEN THEY ARE INTEGRATED IN THE STUDY OF SAFETY AND HEALTH. - EQUIPMENT: EXPENSES GENERATED BY THE OPERATION OF THE WORK OFFICE AND WAREHOUSES. FOR EXAMPLE, CONSUMABLES (PAPER, ETC.), COMPUTER EQUIPMENT AND, IN GENERAL, THE COSTS ARISING FROM THE ADMINISTRATION OF THE WORK DURING THE EXECUTION PERIOD. *QUALITY CONTROL THIS MAY BE INCLUDED IN THE INDIRECT COSTS FOR SMALL WORKS BUT, IN GENERAL, A SPECIFIC CHAPTER ON QUALITY CONTROL SHOULD BE INCLUDE THE BUDGET. 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB CONTRACT BUDGET (CB) The Contract Budget (CP) In addition to Material Execution Budget, Contract Budget includes : *General Expenses or overheads: costs that cannot be attributed to this work exclusively. Industrial Profit: The amount charged by the general contractor for the coordination work, it is the profit that the contractor will obtain from the work. The percentages applied for each of these concepts, not being fixed by any regulation, can be determined from the usual values used in the contracting of official works, which are 9- 13% for General Expenses and 6% for Industrial Profit.  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB CONTRACT BUDGET (CB) CB = BME + GE + IP GENERAL EXPENSES IT IS THE AMOUNT CHARGED BY THE CONTRACTOR AND IS OBTAINED BY INCREASING THE BUDGET FOR MATERIAL EXECUTION WITH THE STRUCTURAL EXPENSES GENERAL EXPENSES [GG GASTOS GENERALES ] [9-17%] Include a percentage of all the costs of the GENERAL CONTRACTOR (construction company) that cannot be attributed to this work exclusively, but are distributed among the different works it carries out, such as office staff, buildings, company vehicles, etc.  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB CONTRACT BUDGET (CB) CB = BME + GE + IP GENERAL EXPENSES [GE] [9-17%] [GASTOS GENERALES] FROM THE CONTRACT: - FINANCIAL: GUARANTEES OF THE CONTRACT, DEFERMENT OF PAYMENT, WITHHOLDINGS, DELAYED PAYMENT OF PRICE REVIEW, OTHERS. - ADMINISTRATION FEES AND TAXES: OCCUPATION OF PUBLIC ROADS, SCAFFOLDING PERMITS, INSPECTION AND SURVEILLANCE, OTHERS. - OTHER CONTRACT DERIVATIVES: PRESS ANNOUNCEMENTS, CONTRACT FORMALITIES, POSTERS, TESTS, POLICE AND SURVEILLANCE DURING THE WARRANTY PERIOD, FACILITY PERMITS, SPECIFIC INSURANCE, MAINTENANCE AND MAINTENANCE DURING THE WARRANTY PERIOD, OTHER. INDUSTRIAL PROFIT [IP] [6% ] [BENEFICIO INDUSTRIAL] IT IS THE PERCENTAGE THAT THE GENERAL CONTRACTOR OR ENTREPRENEUR IS MARKED AS PROFIT  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.2 General structure. BME, CB, TB TOTAL BUDGET (TB) The Total Budget (TB) is the total amount that the promoter will pay, after adding to the Contract Budget the other expenses on completion and payment of the work, such as technical fees and taxes. It is only essential to include all these expenses in the project budget when required by the client. The total budget may be required if a grant or subsidy is to be applied for. TECHNICAL FEES: ARCHITECT, ENGINEER AND QUANTITY SURVEYOR TAXES: VALUE ADDED TAX [VAT] TO BE APPLIED ON CB+ TECHNICAL FEES BUILDING PERMIT % TO BE APPLIED ON CB 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.3 Preliminary Project. Cost estimation ACCURACY OF ESTIMATES PRELIMINARY ORDER OF MAGNITUDE ESTIMATION [OME] PROJECT ESTIMACIÓN DEL ORDEN DE MAGNITUD FUNDAMENTAL ASPECTS OF THE This is usually done at the beginning of the project and in the GENERAL CHARACTERISTICS OF THE INITIAL PHASES [Preliminary Project]. The typical WORK: - FUNCTIONAL, accuracy range of this type of cost estimate is between -25% - FORMAL, to +75% of the actual value. - CONSTRUCTIVE - ECONOMIC, IN ORDER TO PROVIDE A FIRST ESTIMATED BUDGET PRESUPUESTO ESTIMADO OVERALL PICTURE OF THE PROJECT AND ESTABLISH AN ADVANCE It usually takes place during the planning of the project [Basic BUDGET. Project] TECHNICAL REPORT FINAL BUDGET PRESUPUESTO FINAL DRAWINGS OME BUDGET As the project progresses the estimate will be refined [Execution Project].  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.3 Preliminary Project. Cost estimation BUDGET ESTIMATE ORDER OF MAGNITUDE ESTIMATION [OME] The regulations applicable to the technical documentation in the preliminary design phase determine the need to include a BUDGET ESTIMATE. The level of definition of the construction at this stage makes it infeasible to carry out measurements, which would also be meaningless at this stage as it is subject to many changes linked to the final construction definition. For all these reasons, in this phase an APPROXIMATE ESTIMATE OF BUDGET is made, which gives us information about its ORDER OF MAGNITUDE. This estimate is made according to the surface of the building and its use. It is also necessary to take into account if it is a new construction (the building is built in its totality) or if it is a reform or adaptation of an existing building. To the estimated costs of constructive adaptation we will have to add the cost of machinery and equipment.  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.3 Preliminary Project. Cost estimation APPROXIMATE ESTIMATE OF THE ORDER OF MAGNITUDE [OME] CONCEPT TOTAL (€) SURFACE (M2) 1000 WORKS COST MODULE (€/M2) 300 BUDGET FOR MATERIAL EXECUTION (BME) 300.000,00€ GENERAL EXPENSES (GE) (9% BME) 27.000,00€ INDUSTRIAL PROFIT (IP) (6% BME) 18.000,00€ CONTRACT BUDGET (BME+GE+BI) 345.000,00€ VAT (21%) 72.450€ TOTAL CONTRACT BUDGET (VAT INCLUDED) 417.450 € WORKS BUDGET 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.3 Preliminary Project. Cost estimation WORKS COST MODULE EXAMPLE: GUIDE TO THE COMMUNITY OF MADRID COSTES DE REFERENCIA DE EDIFICACIÓN 2022 https://www.madrid.org/bdccm/utilidades/costesreferencia2022.htm 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.3 Preliminary Project. Cost estimation WORKS COST MODULE EXAMPLE: GUIDE TO THE COMMUNITY OF MADRID COSTES DE REFERENCIA DE EDIFICACIÓN 2022 https://www.madrid.org/bdccm/utilidades/costesreferencia2022.htm 5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.3 Preliminary Project. Cost estimation WORKS COST MODULE  5. CONSTRUCTION PROJECTS. TECHNICAL DOCUMENTS 3. Project Budget 3.3 Preliminary Project. Cost estimation TOTAL BUDGET ESTIMATION CONCEPT TOTAL (€) SURFACE (M2) 1000 WORKS COST MODULE (€/M2) 300 BUDGET FOR MATERIAL EXECUTION (BME) 300.000,00€ GENERAL EXPENSES (GE) (9% BME) 27.000,00€ INDUSTRIAL BENEFIT (BI) (6% BME) 18.000,00€ CONTRACT BUDGET (BME+GE+BI) 345.000,00€ TECHNICAL FEES (5% BME) 15.000,00€ LICENSES (5% BME) 15.000,00€ EQUIPMENT & FACILITIES 200.000,00€ TOTAL BUDGET 575.000,00€ VAT (21%) 120.750,00€ TOTAL CONTRACT BUDGET (VAT INCLUDED) 695.750,00€ 4. PERMITS AND LICENCES. INDUSTRIAL ACTIVITY “Nothing is particularly hard if you divide it into small jobs.” 80