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Arab J Sci Eng
DOI 10.1007/s13369-015-1657-2
Abstract An approach for enhancing the production effi- Keywords Building information modeling · Bill of
ciency of bill of quantities (BQ) used on construction projects quantities · Construction estimating · Quantity surveying
is presented. The approach was developed to integrate the
quantities obtained from a building information model of the
project into a suitably prepared electronic format of BQ 1 Introduction
with 3D views. In this format of BQ, the building
information modeling (BIM) technology provides In a traditional construction project setting, a bill of quantities
enhanced functional- ity to a contractor’s quantity surveyor (BQ) is prepared based on detailed drawings and specifi-
whose primary task is to accurately determine the cations. BQ is a document which is usually prepared by
quantities from the project draw- ings. A review of the professional quantity surveyors on behalf of the client (owner
traditional BQ preparation methods is presented to and/or contractor) [1]. BQ provides a structured estimating
highlight their characteristics and to reflect on their framework for construction projects and is the part of the
benefits and barriers. Questionnaire surveys were materials management plan of the project [2]. In the pre-
conducted with various groups of respondents to obtain tender stage of a project, the BQ are mainly used for cost
their opinions about the proposed BQ format. They included estimating and comparing tender prices submitted by various
expe- rienced quantity surveyors from the public and the contractors [3]. For post-tender work, BQ has applications
private sectors, postgraduate, and undergraduate students for cost planning, cash flow projection, budget allocation,
studying in BIM-related courses. The results of the interim payments, and variation order valuations and final
questionnaire survey showed mostly a positive view account settlements [4]. Information from BQ has also
toward the proposed BQ for- mat. Slight differences in the been used for the estimation of construction and demolition
opinions of these three groups were also present. It is waste volume generation in new residential buildings [5].
expected that the approach as pre- sented in this paper for Despite many uses of BQ, its application needs a lot of
the development of BQ with 3D BIM views could usefully rework to suit the needs of construction projects [6]. Bandi
be incorporated into the standard quantity surveying et al. [7] found that the computerization of BQ has not led
practices for quantity takeoffs in various countries. to any increased transference of data from the quantity
surveyor to the contractor, so that while the efficiency of
B Abid Nadeem
abid.nadeem@nu.edu.kz BQ production has increased, the overall effectiveness of
the BQ has not increased. Moreover, Davis et al. [8]
Andy K. D. Wong
bskdwong@polyu.edu.hk reported that the use of bill of quantities prepared in
accordance with the standard method of measurement is on
Francis K. W. Wong
bskwwong@polyu.edu.hk the decline and only useful as a tool for post-contract
control. There is therefore, a need to improve the
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Department of Civil Engineering, Nazarbayev University, effectiveness of BQ for its use on a construction project.
Astana, Kazakhstan
The production of BQ is normally based on information
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Department of Building and Real Estate, The Hong extracted manually from two-dimensional (2D) drawings and
Kong Polytechnic University, Kowloon, Hong Kong
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puter program using C-language to automate the cost estimating, quantity surveying, and quantity takeoff
production of BQ from the standard AutoCAD system. [20,25–35]. Without the use of BIM or other automat-
The use of 3D models for cost estimating to generate a
bill of quantities was highlighted by Hartmann et al. [18] to
result in time savings and the increased accuracy in the
esti- mating process. BIM-based tools, for example, were
shown to decrease the time to take off the quantities to
generate the bill of materials, schedule, and estimate [19].
Moreover, the BIM-assisted estimate demonstrated better
performance over traditional estimating methods for the
entry-level user. More complex the estimating tasks, the
clearer the advan- tages were of using BIM-based
estimating tools instead of traditional estimating methods
[20].
Geographical Information System (GIS) was employed by
Cheng and Yang [17] in combination with other software for
cost estimation. They developed a GIS-based tool to assist
planners in quantity takeoff and assessing materials layout
design. The tool uses GIS in combination with CAD systems
to compute quantity takeoff based on the dimensions of the
drawings as well as to generate bill of material (BOM) by
using Map/Info and Microsoft Access. GIS improved con-
struction planning and design efficiency by integrating spatial
and attribute information in a single environment.
However, visualization using GIS is difficult to achieve
[21].
In the traditional BQ preparation process where paper-
based BQ preparation is adopted, BQ is firstly prepared by
the consultant’s quantity surveyors. Depending on the type
of works and the owner’s requirements, the consultant uses
a specific format for the preparation of BQ. For example,
in Hong Kong, HKSMM4 (or its earlier version) [22] is
widely used as the guiding document for preparation of BQ
for building works in Hong Kong. The current edition of
this document adopts a tabular format for the presentation
of various items which describes the rules for defining the
item, measurement, coverage, and supplementary informa-
tion. The tabular format is implemented on spreadsheets pro-
grams for ease in filling the items and their respective
quan- tities. Another format is from the Architectural
Services Department of Hong Kong [23] which itemizes
various costs according to a total project cost model for a
typical building to be constructed by this department.
Similarly, for civil engi- neering works, the Institution of
Civil Engineers had devel- oped a format for BQ which is
called CESMM3 [24]. The pro- duced BQ in current practice
are mostly paper based and not very suitable for electronic
transfer from one party to another. Usually, the electronic
format of the prepared BQ is shared through compact disk
media which although is faster than a complete paper-
based format but much slower than if it is to be shared by
using computer networks in electronic formats. A number
of research and application efforts have been made and
presented in the last 5 years for utilizing BIM con- cepts for
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ing techniques, most of the time spent by the estimator to performance and visualization in BQ preparation and use.
create a cost estimate is on quantity takeoffs. BIM can The proposed format represents BQ with BIM views which
elim- inate manual takeoffs, save time, cost, and reduces are easier to visualize than the traditional BQ and offer
potential for human error. BIM can help tap the abilities great potential to
of estimators toward improving the estimates through
focusing on higher value project-specific factors by
making them to think less about just the simple but
tedious tasks of counting and mea- suring items.
From the above review of different approaches to
prepar- ing BQ, it is evident that BQ in its traditional
format has many drawbacks; most of which result from
its lack of interactiv- ity, repetitive works and lacking
visualization. The automated approaches using CAD, GIS,
and spreadsheets try to over- come these difficulties.
However, these approaches do not fully address these
problems. A BIM-based approach carry- ing the
portability of pdf document viewer may provide such
solution which is explained in the following sections.
3 Research Methodology
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Fig. 2 a Existing structure. b View after completion of 5/F. c View after completion of 5/F. d View after completion of whole works
contractor’s QS to provide better project-based estimating dissemination of model information were floor plans, ceiling
and costing-related services. plans, 3D views, elevations, section, schedules, etc. Anno-
For the purpose of BIM application in measurement for tated elements consisted of datum elements which were the
quantity surveying, the BIM model for the project could non-physical items used to establish project context such as
be looked upon from three aspects. Firstly, the model pro- levels; column grids; reference plans; and the 2D components
vides the necessary information about building elements. that maintain scale on paper were only visible in one view
Secondly, different views of the building can be extracted such as dimensions, text notes, and loaded tags and
from the model, and lastly, building views can be symbols. The BIM model utilized family of properties in
annotated for the purpose of emphasizing the building elements which were classified based on type and instance
parts in consid- eration to be quantified. of occur- rence of the element. Type properties of an
Building elements comprised of two main categories, element remain constant throughout the model such as the
which were the main building construction components host- dimension of a window and the cross-sectional dimension
ing the other non-structural components. Main components of a beam. The instance properties of an element change
were the walls, floors, roofs, ceilings, stairs, ramps etc., whe- with the location of element in the building such as the
reas other components were doors, windows, furniture, etc. elevation of win- dow of same type or the length of
The views from BIM model essential for understanding beam of similar cross- sectional dimensions. Such
and recognition in the model helped
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to automate the measurement of building elements in BIM 3.3 Materials Quantity Takeoff
model. During the process of BIM model creation, certain
custom fields were defined interrelating different building This project adopts Autodesk Revit as the modeling tools
elements along with defining data types for these custom (Fig. 3). This series of BIM software provided a set of
elements. built- in materials quantities taking off functions. Users can
The BIM model created a unique ID for the building use this function to generate a new schedule. It is shown in
elements needed to be measured. In the proposed model, Fig. 4a. A category of schedule is shown in Fig. 4b.
the data linkup for export to other applications was accom- After choosing schedule categories, the schedule
plished through ODBC (Open Data Base Connectivity) settings can be defined (Fig. 4c). A walls’ schedule is
stan- dard which was an interface by which application generated from the model automatically as shown in Fig.
programs could access and process SQL databases 4d. The total amounts of different object parameter such as
independent of any Database Management System used. area and vol- ume are calculated. Using concrete wall as an
BIM was adopted at the initial design stage on this project. example, the total volume of wall is the material quantities
The client’s representative as the Principal of this school of concrete. Likewise, the quantities of materials can be
stated his ideas and requirements. BIM Engineer then cre- found in every single object as shown in Fig. 5.
ated the BIM model accordingly. Periodic meetings
between the Designer, the Project Manager, and the BIM
Engineer were held to fine-tune the design with continuous
modifica- tions until the client’s demands were met. The 4 Results and Discussions
project used Autodesk Revit as the modeling tool.
Autodesk separates Revit into three modules. They are 4.1 New Format of Bills of Quantities
Revit Architecture, Revit Structure, and Revit MEP. The
first two modules are used in this project as per the scope A new BQ format is created in this study containing all neces-
of the project. sary models and graphical images to show for each BQ items.
The procurement of this project was by lump sum contract Together with the traditional 2D drawings and specifications,
with the standard form of tender documents in Hong Kong the contractors’ quantities surveyors in the estimation process
including two volumes of BQ with BIM 3D views dissem- can comprehend the design concepts easily with the
inated to a numbers of selected main contractors. The BIM possible uncertainties and ambiguities to be minimized.
model provided visual presentations to the client. 2D paper The material and work scope quantities generated from the
drawings in plan and sectional views were generated from BIM model are classified and put into the BQ.
the BIM model for submissions to the Building and Educa- Figure 6 shows a one page sample of the new BQ
tion Authorities of Hong Kong. All the material quantities format with the graphical information showing the visual
in the BQ were generated from the BIM model directly detail of work scope and dimensions of a particular work
through the taking off functions of the BIM software. element (highlighted in red color). It can be reviewed in
3D along
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with zooming in/out and rotation. To use the reinforcement mat. The last step was to merge the BQ file (Microsoft Word)
concrete footing as an example, the quantity surveyors can and ‘3ds’ model file in Adobe Acrobat. This created a new
see what has been measured in the provided quantities with BQ format in zoom-able and rotatable ‘pdf’ format to be
the review coverage on the number, layout, and shapes of finished and ready for presentation. ‘IFC’ (Industrial Foun-
the footing. The approach can mitigate the possibilities of dation Classes) format could also be used to export directly
uncertainties and ambiguities by reading 2D drawings and to Adobe Acrobat; however, there was a risk for materials
is aimed to increase the efficiency of estimation. infor- mation from the model to be lost. Therefore, extra
In Fig. 6, the material quantities are generated from the steps on file format conversion by using Autodesk 3Ds
BIM model directly. The main contractor can use these mate- Max Design were applied.
rial quantities to determine the tender price or remeasure The pdf file format for this BQ format was adopted
the materials quantities manually by quantity surveyor. because it is efficient in e-document sharing. PDF reader is
Regarding the workflows on the production of new BQ for- common and free for download and install by users. In
mat, a number of softwares were used. Autodesk Revit series addition, PDF provides security management tools which
was chosen as the model creation tool in this project. After can protect the document contents.
the completion of the design, part of the models were selected Figure 7 presents another example of the proposed BQ
and exported in ‘fbx’ format. Another software Autodesk 3Ds format with BIM views which includes the following fea-
Max Design was used to convert the ‘fbx’ format to ‘3ds’ tures:
for-
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• Bookmarked table of contents is provided for easier acc- • Protected fields for the materials quantities are highlighted
esses to each bill item; in light red color.
• Work object of the bill item is high lighted in red color • Interactive fields for the input of unit rates are
• With the 3D views exported from the BIM model, such highlighted in blue color for the estimator to
views can be subject to zooming and rotating. insert unit rates.
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sample. It shows in a dimensionless form the Table 3 Statistics of BIM knowledge level perception by undergraduate
dispersion of data from the average value. Like SD, students
higher the C.V., higher the dispersion of data. Q. nr. Average Mode SD C.V.
1 2.21 3 1.35 61 %
4.2.1 BIM Knowledge Level Perception: Professional
Quantity Surveyors the middle range (Table 2). The coefficient of variation is 55
% which is a high
A total of 16 professional quantity surveyors were asked to
rate their knowledge level of BIM. Figure 8 shows the
vari- ation of responses, and Table 1 shows the statistical
analysis of responses. Majority of the respondents rated
their knowl- edge to be either ‘0’ (3 nos.), ‘1’ (7 nos.) or ‘2’
(3 nos.) which corresponds to having some level of
knowledge of BIM on average. Only two respondents rated
their knowledge as ‘3’ and one rated as ‘4’ which
corresponds to good and very good level of knowledge. The
average knowledge level of BIM for full sample is thus on
the lower side (Table 1). The coeffi- cient of variation
shows a higher value indicating a higher degree of
dispersion in the perception of respondents about the
knowledge of BIM.
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0: No knowledge…5: expert knowledge
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6. Increase the overall efficiency of estimating from contractor’s QS 3.81 4 0.98 26
7. Enhance the accuracy and enable more realistic estimation 3.88 4 0.72 19
from contractor’s QS
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Majority of respondents agreed to the benefits for the 4.3.1 BIM’s Knowledge Perception
use of the proposed BQ with BIM views. The collective
responses about each perceived benefit of the BIM-based Although quantity surveyors were much experienced per-
BQ were nearly similar. This shows that the proposed BQ sons, they rated their BIM knowledge lower when it is
format should be well received by the users. com- pared with what the graduate (master degree) and
undergrad- uate students perceived. This is generally true as
4.2.6 Views About Proposed BQ Format: BIM is more popular in younger generation than senior
Undergraduate Students professionals in the construction industry. However, this is
not necessarily meant that the views from the experienced
The respondents were asked about their level of agreement on quantity surveyors are inferior to the views from graduate
the improvements introduced into the BQ preparation and undergraduate stu- dents. Rather the reverse is
using a format with BIM views which was presented to considered true because of the vast experience of this first
them in the seminar. The statistics representing the mean group of respondents. Also the quantity surveyors’ group
values and variation of responses are presented in Table 6. provided many additional com- ments which are very
The majority of respondents agreed to the list of benefits useful.
to be gained from the use of BQ format with BIM views.
The collective level of agreement to each perceived benefit
of BIM-based BQ format was nearly similar for each benefit. 4.3.2 Views About Proposed BQ Format
4.3 Discussion on BIM Survey Results A quick look at the results in Table 7 for views about the
benefits of proposed BQ format shows that there was no
Table 7 shows the comparative results of BIM survey for sig- nificant difference among the overall views of three
all three groups presented before. The results are discussed groups of respondents for all the benefits presented except the
as follows. reduc- tion in the risk of missing items. This shows that
proposed BQ format was well disseminated among the
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respondents and
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5 Conclusions
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