Totally integrated construction cost estimating, analysis, and reporting system

• US 5,189,606 A
• Filed: 05/14/1991
• Issued: 02/23/1993
• Est. Priority Date: 08/30/1989
• Status: Expired due to Term

• Current Assignee: United States Of America As Represented By The Secretary Of The Air Force
• Original Assignee: United States Of America As Represented By The Secretary Of The Air Force
• Inventors: Page, Edward C., Burns, Thomas J., Gregory, Rita A., Pryor, George M.
• Primary Examiner(s): Hayes, Gail O.
• Application Number:
  US07/702,345
• Time in Patent Office: 651 Days
• Field of Search: 364/400, 364/408, 364/401, 395/923, 395/925, 395/926
• US Class Current: 705/7.23
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0631 Resource planning, allocation, distributing or scheduling for enterprises or organisations
• CPC Class Codes: G06Q 10/06313 Resource planning in a project environment
• CPC Class Codes: G06Q 10/06375 Prediction of business process outcome or impact based on a proposed change
• CPC Class Codes: Y10S 706/923 Construction

Abstract

CCMAS is an integrated construction cost generator which may be used to develop costs for construction projects; to analyze and estimate facilities associated with major weapons programs; for administrative, medical and support facilities as well as runway/taxiways; and for developing the life cycle costs for various construction projects. Its uses parametric estimating techniques with a finite field of both codified and unstructured data elements in a unique process which may be accomplished with or without detailed plans or specifications. The system contains more than 900 types of Air Force facilities as well as the quantities of each product required to complete each building type. Estimating tools used include direct costs, life cycle costs and modifiers. Direct costs are further broken down into generic models, a comparative system, and a quantity takeoff (QTO) system. CCMAS has been found to be three times more accurate than conventional architectural and engineering costing techniques.

Claims

1. In a totally integrated construction estimating, analysis, and reporting computer system having procedures which automatically determine, based on input parameters, individual algorithms and knowledge-based factors representative of various functional, physical, and geographic requirements of a facility, including a breakdown of materials at a facility system level which includes functional areas of primary and supporting facilities, and decreasing levels of a hierarchy down to an elemental level which includes material, labor, and equipment;

wherein said system comprises;

manual-entry means for entering initial input parameters which include parameters indicative of the type, size and location of the facility;

knowledge base file means comprising data on functional, physical, and geographical construction requirements of the facility, and a plurality of algorithms representative of knowledge construction principles and human judgments applicable to the facility at said facility systems level, and other levels on down to the elemental level;

means for generating a model of the facility at said facility systems level and other levels on down to the elemental level including;

inference and control means using said knowledge base file means and said initial input parameters for determining a set of system parameters and default values thereof relating to the facility at a system level, with typical values being defined, means for modifying the system parameters by manual entries;

inference and control means using said knowledge base file means for determining subsystem parameters for a plurality of subsystems within the facility, as a function of said initial input parameters and said system parameters, means for modifying the subsystem parameters by manual entries;

inference and control means using said knowledge base file means for determining assembly category parameters for a plurality of assembly categories within the facility, as a function of said initial input parameters and said system and subsystem parameters, means for modifying the assembly category parameters by manual entries;

inference and control means using said knowledge base file means for determining assembly parameters for a plurality of assemblies within the facility, as a function of said initial input parameters and said system, subsystem and assembly category parameters, means for modifying the assembly parameters by manual entries;

inference and control means using said knowledge base file means for determining parameters for a plurality of line item elements within the facility, as a function of said initial input parameters and said system, subsystem, assembly category and assembly parameters, to determine material, equipment and labor inclusive in individual line items, means for modifying the parameters for the line items elements by manual entries.

2. A system according to claim 1 further including inference and control means using knowledge-base file means to adjust the body of procedures and selected algorithms in accordance with the functional requirements of the facility.

3. A system according to claim 1 further including inference and control means using knowledge-base file means to adjust the body of procedures and selected algorithms for physical requirements of the facility.

4. A system according to claim 1 further including inference and control means using knowledge-base file means to adjust the body of procedures and selected algorithms for geographic requirements of the facility.

5. A system according to claim 1 further including inference and control means using knowledge-base file means to adjust the body of procedures and selected algorithms for functional requirements of supporting facilities.

6. A system according to claim 1 further including inference and control means using knowledge-base file means to adjust the body of procedures and selected algorithms for physical requirements of supporting facilities.

7. A system according to claim 1 further including inference and control means using knowledge-base file means to adjust the body of procedures and selected algorithms for geographic requirements of supporting facilities.

8. A system according to claim 1 further including inference and control means for making adjustments for functional requirements of the facility which include administration, open office, closed office, automatic data processing, auditorium, and security control.

9. A system according to claim 1 further including inference and control means for making adjustments for physical requirements of the facility which include total facility square footage, number of stories above and below ground, perimeter length, footprint, floor to floor height of the stories above ground, floor to ceiling height of the stories above ground, floor to floor height of the stories below ground, floor to ceiling height of the stories below ground, and electrical loads.

10. A system according to claim 1 further including inference and control means for making adjustments for geographic requirements of the facility which include seismic zone, heating degree days, cooling degree days, and frost penetration depths.

11. A system according to claim 1 further including inference and control means for making adjustments for functional requirements of supporting facilities which include site development, roads, parking, above ground utilities, underground utilities, railroads, airfields, and storage and distribution systems.

12. A system according to claim 1 further including inference and control means for making adjustments for physical requirements of supporting facilities which include total facility size, dimensions of facility components, and type of facility components.

13. A system according to claim 1 further including inference and control means for making adjustments for geographic requirements of supporting facilities which include soil type, rainfall intensity, seismic zone, and frost penetration depths.

14. In a totally integrated construction cost estimating, analysis, and reporting computer system having a body of procedures organized into sections and a series of modules under each section which automatically selects appropriate algorithms and factors from knowledge base tables to meet functional, physical, and geographic requirements of a total facility which includes a primary facility and associated supporting facilities organized in a work breakdown structure hierarchy;

said system comprising;

a means for adding modules to each section to enhance the overall system capability;

including means for providing for the addition of capabilities in one section which does not require modification to other sections, each section including means for automatically using the capabilities provided by any added modules in other sections;

a data file means comprising historic, generic modeling and detailed cost buildup techniques;

inference and control means for selecting the historic, generic modeling, or detailed cost buildup techniques from said data file means;

inference and control means using said knowledge-base file means to adjust the body of procedures and selected algorithms for functional, physical, and geographic requirements of primary and supporting facilities;

inference and control means for parametrically translating functional, physical, and geographic requirements and need dates into specific systems, subsystems, assembly categories, assemblies, composites and elements necessary for construction; and

a means for analyzing and reporting a facility cost estimate at the total facility, at the facility system level, at the facility subsystem level, at the assembly level; and

the elemental level.

15. A system according to claim 14 wherein said sections include a section having means for describing a project;

a section having means for estimating and analyzing direct construction cost;

a section having inference and control means for identifying modifiers or adjustments to the project for location, time, method of construction, and schedule of construction;

a section having means for estimating and analyzing a contractors overhead and profit;

a section having means for calculating construction cost or applying the modifiers to the direct cost;

a section having means for estimation and analyzing the supervision, inspection, and overhead associated with construction management, and a section having means for estimating and analyzing cost to operate, maintain, and repair the facility over its life.

16. A system according to claim 15,

which includes inference and control means using a procedure that combines facility categories together into facility types;

allows the user to select limits on facility size, location, data sources, and units of measure;

selects the facility family to assign to this facility type;

allows the user to select the escalation rates used; and

then performs a regression on the data using one of the following equations at the users option to determine the equation coefficients for the primary facility;

space="preserve" listing-type="tabular">______________________________________ Non-Linear;

y = a * x.sup.b Department of Defense Non-Linear;

y = a * e.sup.(-bx) Linear;

y = a + b * x ______________________________________

where y is unit cost, a is a first regression coefficient, b is a second regression coefficient, and x is facilities scope.

17. A system according to claim 15,

which includes inference and control means for using a process that shows the user all available equations for the particular facility category identified in the project description phase of the process;

getting the appropriate parameter from the user; and

calculating the results of the equation;

inference and control means using a procedure for automatically adjusting the primary facility costs to account for different seismic conditions, climates, number of stories, subsurface conditions, number of basement levels, exterior closure type, interior layout, elevators, sprinklers, heating, emergency generators, uninterruptible power, and clean room requirements at the facility type level of the hierarchy based on the location selected during the project description process and answers to questions on applicability of each item to the facility being analyzed;

which includes a table (table T117) having a knowledge base that contains a type of construction code that links the type of construction to the cost of unforeseen conditions during construction;

inference and control means for showing the user the available codes and allowing the user to enter only valid codes;

means for determining the relationship between the type of construction and cost of unforeseen conditions experienced during construction based on historical data, storing the information, and retrieving the information for use in calculating the facility cost;

including a knowledge base (table T207) that contains seismic and climate codes that link the location to an adjustment factor that is used in a process to adjust the results of the equation for seismic and climate effects on the facility construction cost;

means for determining the relationship between the seismic and climate zones and cost of construction based on historical data, expert judgment, and results of analysis from the generic models;

storing the information;

retrieving the information; and

calculating the adjustment to the facility cost;

including two knowledge-base file means (tables T166 and T167) that contain questions, answers, and adjustment factors for the remaining adjustments to the primary facility costs;

means using a procedure for showing the user the questions and all possible answers, getting the users answer, storing the results, and retrieving the appropriate adjustment factor;

means for determining the relationship between the adjustment items and cost of construction based on historical data, expert judgment, and results from analysis of from the generic models;

storing the information;

retrieving the information; and

calculating the adjustment to the facility cost at the facility type level of the hierarchy.