SIA 108

The Swiss Association of Engineers and Architects (SIA) creates standards and regulations applicable to construction and planning in Switzerland. One of these regulations is published in Standard 108 and describes recommendations for service agreements and calculation aids for the remuneration of planning services. The SIA service model regulates the life cycle of a building in six phases and twelve sub-phases and defines the services and fees to be provided by the engineers for each phase.

This Additional Feature provides an example implementation of SIA Standard 108 based on this order:

Based on certain input parameters, budgets are calculated for SIA phases and the fees for HVAC engineering services are calculated.

The download of the config set can be found here.

Application

Overview

• Use of the supplied template
• Calculation of the budget
  • Sub-Phase
  • Phases
• Create a new project template
• Create a new building object template
• Requirements and download

Use of the supplied template

1. Create a project (or select an existing project) and select from the Actions menu SIA Vorlage wählen, select the desired (supplied) template and confirm the selection with OK.

   

   The template SIA 108 creates the phases on the project, SIA phases including the percentage for heating, ventilation, cooling and sanitary facilities and an offer. If the information dialogue with Ja is confirmed, a construction object is additionally created directly (see next point).
      
2. With one click on Ja directly opens the detail page of the construction object. New object positions can be created manually on the construction object via right-click or Menu Actions menu, or a Template defined in the settings with predefined object positions can be selected:

   

3. Enter the amounts of the relevant object lines.

   

4. The construction sum of the object is calculated from the sum of the amounts that you have entered on the object lines:

   

5. The amounts entered are automatically transferred to the Sub-Phase (SIA Phases folder) and Phases (Phases folder), the fee budget is calculated according to Percentages on the sub-phases and the other KPIs (see next item), and the SIA phases are assigned to the offer.
6. The other KPIs can be found in the SIA information section of the offer. The fields are pre-filled with the supplied template and are mostly specified by the SIA itself.

   

7. Once all relevant data has been entered, the Fee budget calculated is calculated and displayed on the offer under Total. To print the offer, select the option Print from the menu Offerte SIA:

   

This creates a four-page PDF document with the following information:

1. An overview of the fee budgets of all SIA phases grouped by phase
2. All object lines with amounts and the total construction sum
3. Fee after construction costs based on the KPIs in section Information SIA
4. Partial services (partial services) in %, quantity of hours and fee excluding VAT of the individual sub-phases

In addition, an Activity is created on which the offer is saved.

Calculation of the budget

On the basis of the amounts on the object lines of the construction object, the budgets for the SIA phases are automatically calculated, from which the bid sum finally results.

Since the SIA information on the offer is required for calculation, only those subphases can be calculated automatically, which are located on an offer with valid SIA information. The subphases should always be assigned on the offer, not the parent phases.

Sub-phase

The sub-phases represent the sub-phases according to the SIA 108 service model and are located in the SIA Phases folder. The budgets on the sub-phases are calculated on the basis of the following parameters:

• Height of the construction sum
• Percentage share of benefits
• Further SIA information (on the offer)

The percentage shares can be found both on the page Further information of the individual sub-phases:

as well as in the overview of the SIA Phases folder:

The subphases appear in the SIA Phases folder due to the activated checkbox SIA Berechnung.

Phases

The Phases folder contains the parent phases with the codes 1-6 according to the performance model SIA 108. Subphases are assigned to each phase with the respective matching two-digit codes such as, for example, parent phase 5 realization with the subphases 51-53.

Create a new project template

1. Create a new project, set it to inactive (so that it does not appear in the service entry) and select the project type Vorlage. This will make it appear in the settings in the Project Templates folder:

2. In the Phases folder, create the corresponding phases (parent phases) and set them to inactive.

3. Subphases must now be created on the phases, which represent the SIA phases.
4. Create the sub-phases via New > Project phase on the parent phase.
5. Set the subphases to flat rate, activate the checkbox SIA Berechnung on the More Info page and enter corresponding percentage values if necessary. With the activation of the checkbox, the folder SIA Phases is created, in which the subphases are saved. For a project template to appear as SIA template for selection, the project must contain at least one subphase with an activated checkbox.

   

6. Create an offer on the project.
7. Assign the subphases to the offer via drag & drop or in the list of the SIA folder Phases:

   

8. Due to the activated checkboxes on the subphases, the sections Information SIA and Amounts appear on the offer.
9. Complete the fields in the SIA Information section on the offer.
10. The new template is now available as SIA template.

Create a new building object template

New building object templates can be created in the folder Settings > Projects > Templates Building Objects. To do this, select New > Building Object. By right-clicking on the object, the corresponding object positions can now be created:

Add object positions

A name and a position type (HLKS) can be specified for each object position:

Requirements and download

• The Budget & Phases module must be licensed.

Important information before importing can be found in the article Interesting facts about the additional features. Please note that config sets change data in Vertec, which may result in existing data being overwritten.

The exact import process can be found in the Articles about the config sets.

Download the additional feature with the following link:

The following objects are created by importing the config set: