Estimation et contrôle des coûts

Engineering Cost Estimate

Estimations des coûts d'ingénierie : la base du succès des projets pétroliers et gaziers

Dans le monde dynamique et exigeant du pétrole et du gaz, le succès repose sur une planification méticuleuse et des prévisions financières précises. Un élément crucial de cette équation est l'**estimation des coûts d'ingénierie**, un outil vital pour les parties prenantes du projet afin de comprendre les implications financières du développement et de s'assurer que l'allocation des ressources est alignée sur les objectifs du projet.

**Définition de l'estimation des coûts d'ingénierie :**

Une estimation des coûts d'ingénierie, en substance, est une prédiction financière détaillée pour un projet pétrolier et gazier. Elle va au-delà d'une simple estimation approximative, s'appuyant sur un processus rigoureux de décomposition du projet en lots de travail individuels et d'analyse de leurs coûts associés. Ces lots englobent tout, de la construction et de l'équipement à la main-d'œuvre, aux matériaux et aux frais généraux.

**Le processus de construction d'une estimation robuste :**

L'élaboration d'une estimation complète des coûts d'ingénierie implique :

  1. **Structure de décomposition du travail détaillée :** Le projet est divisé en lots de travail gérables, chacun avec des tâches, des délais et des exigences de ressources spécifiques.
  2. **Analyse des coûts :** Chaque lot de travail fait l'objet d'une analyse approfondie des coûts, en tenant compte de facteurs tels que :
    • **Main-d'œuvre :** Coûts de la main-d'œuvre qualifiée, y compris les salaires, les avantages sociaux et la formation.
    • **Matériaux :** Coût de l'équipement, des fournitures et des consommables.
    • **Coûts des sous-traitants :** Dépenses engagées pour faire appel à des spécialistes externes.
    • **Frais généraux :** Frais administratifs, d'assurance et autres coûts indirects.
  3. **Allocation des charges :** Des charges appropriées, telles que les marges bénéficiaires, les fonds de prévoyance et les évaluations des risques, sont ajoutées aux coûts individuels des lots de travail.

**Qui crée l'estimation ?**

La responsabilité de la création d'estimations des coûts d'ingénierie incombe souvent à :

  • **Entrepreneurs :** Des analystes des coûts expérimentés au sein des entreprises de construction analysent méticuleusement la portée du projet et décomposent les coûts afin de garantir des offres précises.
  • **Analystes des prix :** Ces professionnels, souvent au sein des compagnies pétrolières, analysent les tendances du marché et les prix des fournisseurs pour garantir des offres compétitives et une rémunération équitable.
  • **Comptables des coûts :** Les comptables des coûts jouent un rôle crucial pour garantir la précision financière, suivre les dépenses par rapport aux estimations et identifier les dépassements de coûts potentiels.

**Au-delà des chiffres :**

Si l'estimation des coûts d'ingénierie est basée sur des chiffres, sa véritable valeur réside dans sa capacité à éclairer des décisions cruciales :

  • **Faisabilité du projet :** Une estimation précise aide les parties prenantes à évaluer la viabilité du projet et sa faisabilité financière avant d'engager des ressources.
  • **Allocation du budget :** L'estimation fournit une feuille de route claire pour l'allocation du budget, garantissant que les fonds sont utilisés efficacement à travers les différentes phases du projet.
  • **Gestion des risques :** Les fonds de prévoyance intégrés à l'estimation aident à atténuer les risques imprévus et à fournir une flexibilité financière pendant l'exécution du projet.

**Conclusion :**

L'estimation des coûts d'ingénierie est la pierre angulaire des projets pétroliers et gaziers réussis. En analysant méticuleusement les coûts, en intégrant les charges essentielles et en tirant parti de l'expertise de diverses disciplines, cet outil crucial permet aux parties prenantes de prendre des décisions éclairées, de gérer les risques et, en fin de compte, de réussir le projet.


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.

Termes similaires
Traitement du pétrole et du gazEstimation et contrôle des coûtsBudgétisation et contrôle financierPlanification et ordonnancement du projetGestion des contrats et du périmètreGestion des achats et de la chaîne d'approvisionnement

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