Cost Estimation & Control

Engineering Cost Estimate

Engineering Cost Estimates: The Foundation of Oil & Gas Project Success

In the dynamic and demanding world of Oil & Gas, success hinges on meticulous planning and accurate financial forecasting. One crucial element in this equation is the Engineering Cost Estimate, a vital tool for project stakeholders to understand the financial implications of development and ensure resource allocation aligns with project goals.

Defining the Engineering Cost Estimate:

An Engineering Cost Estimate, in essence, is a detailed financial prediction for an Oil & Gas project. It goes beyond a simple guesstimate, relying on a rigorous process of breaking down the project into individual work packages and analyzing their associated costs. These packages encompass everything from construction and equipment to labor, materials, and overheads.

The Process of Building a Robust Estimate:

Developing a comprehensive Engineering Cost Estimate involves:

  1. Detailed Work Breakdown Structure: The project is dissected into manageable work packages, each with specific tasks, timelines, and resource requirements.
  2. Cost Analysis: Each work package undergoes a thorough cost analysis, considering factors like:
    • Labor: Skilled labor costs, including wages, benefits, and training.
    • Materials: Cost of equipment, supplies, and consumables.
    • Subcontractor Costs: Expenses incurred from engaging external specialists.
    • Overhead: Administrative, insurance, and other indirect costs.
  3. Burden Allocation: Appropriate burdens, such as profit margins, contingency funds, and risk assessments, are added to the individual work package costs.

Who Creates the Estimate?:

The responsibility for creating Engineering Cost Estimates often lies with:

  • Contractors: Experienced cost analysts within contracting firms meticulously analyze the project scope and break down costs to ensure accurate bids.
  • Price Analysts: These professionals, often within oil companies, analyze market trends and vendor pricing to ensure competitive bids and fair compensation.
  • Cost Accountants: Cost accountants play a crucial role in ensuring financial accuracy, tracking expenses against the estimates, and identifying potential cost overruns.

Beyond Numbers:

While the Engineering Cost Estimate is rooted in numbers, its true value lies in its ability to inform crucial decisions:

  • Project Feasibility: An accurate estimate helps stakeholders assess project viability and financial feasibility before committing resources.
  • Budget Allocation: The estimate provides a clear roadmap for budget allocation, ensuring that funds are used effectively across various project phases.
  • Risk Management: Contingency funds within the estimate help mitigate unforeseen risks and provide financial flexibility during project execution.

Conclusion:

The Engineering Cost Estimate is a cornerstone of successful Oil & Gas projects. By meticulously analyzing costs, incorporating essential burdens, and leveraging expertise across various disciplines, this crucial tool empowers stakeholders to make informed decisions, manage risks, and ultimately, achieve project success.


Test Your Knowledge

Engineering Cost Estimates Quiz

Instructions: Choose the best answer for each question.

1. Which of the following is NOT a component of a detailed work breakdown structure for an Engineering Cost Estimate?

(a) Specific tasks (b) Timelines (c) Resource requirements (d) Project marketing plan

Answer

(d) Project marketing plan

2. Which of the following costs is NOT typically included in an Engineering Cost Estimate?

(a) Labor costs (b) Material costs (c) Subcontractor costs (d) Personal vehicle expenses

Answer

(d) Personal vehicle expenses

3. Who is primarily responsible for analyzing market trends and vendor pricing to ensure competitive bids?

(a) Contractors (b) Cost Accountants (c) Price Analysts (d) Project Managers

Answer

(c) Price Analysts

4. What is the primary benefit of including contingency funds in an Engineering Cost Estimate?

(a) To increase profit margins (b) To cover unforeseen risks and cost overruns (c) To compensate for inflation (d) To reduce the overall project budget

Answer

(b) To cover unforeseen risks and cost overruns

5. Which of the following is NOT a decision informed by an Engineering Cost Estimate?

(a) Project feasibility (b) Budget allocation (c) Project marketing strategy (d) Risk management

Answer

(c) Project marketing strategy

Engineering Cost Estimates Exercise

Scenario: You are a cost analyst for an oil company planning to build a new offshore drilling platform. You have been tasked with developing an initial Engineering Cost Estimate for the project.

Task:

  1. Identify at least 5 major work packages required for the construction of the platform.
  2. For each work package, list 3 potential cost factors that you would need to consider in your estimate.
  3. Explain how you would approach allocating burdens (profit margins, contingency funds, and risk assessments) to your estimated costs.

Exercise Correction

This is a sample solution, your specific work packages and cost factors may vary depending on the project specifics.

1. Major Work Packages:

  • Platform Design and Engineering: Covers all the technical plans and specifications for the platform.
  • Materials Procurement: Includes sourcing and purchasing all necessary materials, equipment, and components.
  • Construction: The actual building of the platform, including all labor and specialized equipment.
  • Installation: The process of transporting and setting the platform in its designated location.
  • Commissioning and Testing: Ensuring the platform is fully operational and meets safety standards.

2. Cost Factors per Work Package:

  • Platform Design and Engineering:
    • Engineering labor costs (salaries, benefits)
    • Software and licensing fees for design tools
    • Consulting fees for specialized engineering expertise
  • Materials Procurement:
    • Material costs (steel, concrete, specialized equipment)
    • Shipping and transportation costs
    • Customs duties and taxes
  • Construction:
    • Construction labor costs (wages, benefits, safety training)
    • Rental costs for specialized equipment (cranes, welding machinery)
    • Insurance and safety measures
  • Installation:
    • Transportation costs (barges, specialized vessels)
    • Installation labor costs (specialized crews)
    • Marine survey and environmental impact assessment costs
  • Commissioning and Testing:
    • Testing equipment and labor costs
    • Certification and inspection fees
    • Finalization of documentation and handover procedures

3. Burden Allocation:

  • Profit Margins: This would be determined based on industry standards and the company's desired profit margin. It would be applied as a percentage markup on the estimated direct costs of each work package.
  • Contingency Funds: These would be allocated based on risk assessments for each work package. Higher-risk packages might receive a higher percentage of contingency funds.
  • Risk Assessments: This involves identifying potential risks for each work package, estimating their potential impact on costs, and allocating funds to mitigate those risks.

Remember: This is a simplified example, and a real-world Engineering Cost Estimate would involve a more detailed analysis of each work package and cost factor. You would also need to consider market conditions, inflation, and potential changes in project scope.


Books

  • Cost Engineering in the Process Industries by John H. Handley: A comprehensive guide to cost estimation in process industries, including oil & gas. It covers various estimation techniques, cost databases, and risk assessment.
  • Project Management for Oil & Gas by Andrew Jamieson: This book delves into project management aspects, including cost estimation, in the context of the oil & gas industry.
  • Oil and Gas Project Management: A Practical Guide by Michael L. Wiggins: Focuses on the practical aspects of managing oil & gas projects, covering cost estimation, scheduling, and risk management.

Articles

  • "Cost Estimation in the Oil & Gas Industry: Best Practices" by [Author Name] (Journal name): Search for articles in industry publications like "Oil & Gas Journal," "Petroleum Economist," or "World Oil," which often feature articles on cost estimation.
  • "The Importance of Accurate Cost Estimates in Oil and Gas Projects" by [Author Name] (Online Platform): Look for articles on industry platforms like "Oil & Gas iQ" or "Upstream Online."
  • "Managing Cost Overruns in Oil & Gas Projects" by [Author Name] (Research Paper): Search for research papers on platforms like "ScienceDirect" or "JSTOR" for academic perspectives on cost estimation and overruns.

Online Resources

  • American Association of Cost Engineers (AACE): A professional organization offering certifications, resources, and best practices in cost engineering.
  • Society of Petroleum Engineers (SPE): A professional organization with a vast database of technical papers and articles related to the oil & gas industry, including cost estimation.
  • Project Management Institute (PMI): Offers resources on project management, including best practices for cost estimation and risk management.

Search Tips

  • Use specific keywords: "Oil & Gas Cost Estimation," "Engineering Cost Estimate Techniques," "Cost Overruns in Oil & Gas."
  • Combine keywords with industry publications: "Oil & Gas Journal Cost Estimation," "Petroleum Economist Cost Overruns."
  • Use advanced operators: "site:aace.org cost estimation" or "site:spe.org cost engineering."
  • Explore academic resources: "Cost Estimation Oil & Gas site:sciencedirect.com."

Techniques

Engineering Cost Estimates in Oil & Gas: A Comprehensive Guide

Introduction: This guide delves into the critical aspects of Engineering Cost Estimates (ECEs) within the Oil & Gas industry, exploring the techniques, models, software, best practices, and case studies that contribute to accurate and reliable cost forecasting. Accurate ECEs are fundamental to successful project planning, execution, and ultimately, profitability.

Chapter 1: Techniques

Several techniques are employed in developing accurate Engineering Cost Estimates. The choice of technique often depends on the project's complexity, available data, and the stage of project development.

1.1 Bottom-Up Estimating: This is a detailed, micro-level approach. The project is broken down into individual work packages (tasks), and costs are estimated for each. This method is resource-intensive but provides the greatest accuracy, particularly in early project phases.

1.2 Top-Down Estimating: This is a macro-level approach, using historical data and analogous projects to estimate the overall cost. It's quicker and less resource-intensive but less accurate than the bottom-up method. It's often used for preliminary estimates or feasibility studies.

1.3 Parametric Estimating: This technique uses statistical relationships between cost drivers (e.g., project size, complexity) and project costs. It relies on historical data and requires robust databases. This method is suitable for large numbers of similar projects.

1.4 Unit Cost Estimating: This method uses pre-determined costs per unit of work (e.g., cost per meter of pipeline). This simplifies the estimation process but requires accurate unit costs and careful consideration of project specifics.

1.5 Learning Curve Analysis: This technique accounts for the efficiency gains that occur as workers repeat tasks. It can be particularly useful in projects with repetitive activities, leading to more realistic cost projections.

Chapter 2: Models

Various models are used to structure and analyze the cost data within an ECE.

2.1 Work Breakdown Structure (WBS): A hierarchical decomposition of the project into smaller, manageable work packages. The WBS is crucial for organizing cost data and facilitating detailed cost analysis at each level.

2.2 Activity-Based Costing (ABC): This method assigns costs to specific activities rather than departments or projects. This improves cost accuracy, especially in complex projects with multiple activities.

2.3 Earned Value Management (EVM): A project management technique that integrates scope, schedule, and cost to track project progress and forecast future costs. EVM helps identify cost overruns early and allows for proactive corrective measures.

2.4 Monte Carlo Simulation: A statistical technique that incorporates uncertainty into cost estimates. By generating numerous scenarios based on probability distributions, it provides a range of possible outcomes, highlighting risks and uncertainties.

Chapter 3: Software

Several software tools facilitate the development and management of ECEs.

3.1 Spreadsheet Software (e.g., Excel): While basic, spreadsheets are commonly used for simple cost estimates. However, for complex projects, dedicated software is often preferable.

3.2 Dedicated Cost Estimating Software: These tools provide advanced features for cost modeling, risk analysis, and reporting. Examples include Primavera P6, CostOS, and other specialized software packages catering to the Oil & Gas sector.

3.3 Project Management Software: Software such as Microsoft Project or other project management platforms can integrate cost estimates with schedules and resource allocation, providing a comprehensive project management solution.

3.4 Data Analytics Tools: Tools like Power BI or Tableau can be used to visualize and analyze cost data, identifying trends and potential issues.

Chapter 4: Best Practices

To ensure accuracy and reliability, certain best practices should be followed.

4.1 Develop a detailed WBS: A well-defined WBS is the foundation of a robust estimate.

4.2 Utilize historical data: Leverage past project data for benchmarking and establishing cost baselines.

4.3 Conduct thorough site surveys: Accurate site information is crucial for cost estimation.

4.4 Include contingency reserves: Account for unforeseen risks and cost overruns through contingency planning.

4.5 Regularly update the estimate: As the project progresses, update the estimate to reflect changes in scope, design, or market conditions.

4.6 Employ peer review: Have experienced estimators review the estimate to identify potential errors or omissions.

4.7 Document assumptions and uncertainties: Transparency in the estimation process is crucial.

Chapter 5: Case Studies

This section would include real-world examples illustrating the application of ECE techniques, models, and software in Oil & Gas projects, highlighting both successful and unsuccessful cases and their underlying reasons. Specific examples could focus on the cost estimation for:

  • Offshore platform construction: Illustrating the complexities involved in estimating costs for large-scale, multifaceted projects.
  • Pipeline projects: Highlighting the use of unit cost estimating and parametric modeling.
  • Upstream exploration and production: Showing the application of Monte Carlo simulation to handle uncertainty in resource discovery and extraction.

Each case study would analyze the methodology used, the results achieved, and lessons learned. The focus would be on demonstrating the impact of accurate and well-executed ECEs on project success.

Similar Terms
Oil & Gas ProcessingCost Estimation & ControlBudgeting & Financial ControlProject Planning & SchedulingContract & Scope ManagementProcurement & Supply Chain Management

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