HOAI

The Honorary Ordinance for Architects and Engineers – HOAI is a regulation for the calculation of fees for architects and civil engineers in Germany.

This is used to calculate, offer and bill HOAI projects. It implements a standard HOAI integration that can be used by as many Vertec customers as possible in the engineering and architectural industries for fee calculation. You can find the corresponding config set .

Areas that are optionally important for different interest groups can be implemented customer-specific based on the config set.

Application

Overview

• Create hoai calculation
• Print hoai calculation
• Mixed Calculation
• Settlement
• Objects
• Hoai root data

Create HOAI calculation

1. Create a new project.
2. Create an Offer on this project.
3. Capture a phase on the offer via Neu> Projektphase.
4. Now select the HOAI year and the HOAI performance picture on this phase. If you have not entered your own phase code, the name of the performance picture will automatically be applied as a code. You can overwrite the code at any time.
5. The description automatically applies the paragraph and the name of the service image. However, you can also adjust the description manually.
6. Now insert via Neu> HOAI-Kalkulation a HOAI calculation to:

The year and the performance profile are automatically applied.

7. Select a name (optional) and a cost determination stage .
   The cost determination stages indicate which stage you are in. The stages range from the preliminary calculation of the costs incurred (cost framework) to the determination of the actual costs incurred (cost determination). The stage increases as the project progresses, or the more accurately the costs can be calculated.

8. Enter the Eligible Costs .
   These indicate the price of the construction project. They are either entered manually or determined from the specification of an object. You can do this on the project via Neu> ObjektCreate object an object, which can then be selected on the costing. An amount can be entered on the object for each costing stage, which is then automatically applied to the costing when the respective stage is selected on the costing.
9. Determine the fee rate .
   The fee rate determines from-to values for the architect’s fee depending on the eligible costs and the fee zone. Intermediate rates, which are referred to in the contract, for example, as quarter or middle rates, can also be agreed.
10. Choose a fee zone .
    The fee zone is assigned according to the planning requirements. The level of difficulty of the planning is graded ascending from zone 1. Depending on the performance, there are 3 or 5 fee zones.
11. The following surcharges and reductions can be charged or deducted from the basic fee:

• Conversion/modernization surcharge
• Maintenance allowance
• Repetition discount

As soon as a percentage is entered, a field appears next to it where you can select on which service phases the surcharge should be applied:

Once you have entered all the information, the base fee for the corresponding project or corresponding phase is calculated on the basis of the Hoai panels and divided into the 9 service phases (the quantity of phases varies depending on the Performance Profile ). It is determined what percentage the individual service phases receive of the basic fee. These values can be overwritten in the calculation, so that the sum of the percentages deviates from 100%. Performance phases can also be omitted by deleting the percentage or entering the value 0.

This amount determined in the HOAI calculation can optionally be fixed to any amount by using the field Flat rate to . A percentage or a fixed amount can be entered as ancillary costs.

If incidental costs are specified, the flat rate of incidental costs is calculated on the basis of the invoiced services and as an expense of a defined Expense Type NEBENKOSTEN created. If no HOAI incidental flat rate is defined, expenses are used as usual.

The HOAI calculation must now be completed using the checkbox Aktiv on the page HOAI calculation . The corresponding service phases are displayed in the tree below the project phase.

Print HOAI calculation

The offer can now be made via Drucken> HOAI Angebot This opens a PDF document that clearly shows how the basic fee is calculated from the Hoai table . The eligible costs are shown with the chosen rate, and the agreed basic services are listed with the respective percentages.

Mixed calculation

Mixed costing is used when services in different fee zones are to be offered and invoiced for a service profile. For this purpose, the system settings in the project section must specify the HOAI Mischkalkulation activated.

As soon as the setting is activated, the additional field appears on the HOAI calculation Betrag anteilig.

1. Enter in this field the amount (in euros) that falls within the fee zone of this calculation, i.e. for which proportionate amount the higher rate may be charged.
2. In addition, create one (or more) calculations for the same phase and enter the remainder of the amount with the lower calculation, so that the sum of the entered pro rata amounts gives the total eligible costs.

The pro rata amounts should in total correspond to the total eligible costs. The calculation calculates the percentage of the pro rata amount of the eligible costs. Only this amount of the basic fee is subsequently reused.

Settlement

HOAI phases are always flat-rate. The service phases are available when Recording of services as Types Of Services and are billed according to the level of service. In this case, successive downpayments are billed until the total amount is reached. The fee is calculated on the basis of the difference between the previous level of service and the up-to-date level of service * fixed amount of the service phase.

To create an invoice, open the list of service phases under the phase. For each service phase, the respective service level in percent can now be entered:

To charge the entered power levels, select on the HOAI project Neu > Rechnung. If service balances need to be invoiced, downpayments are automatically created. The invoice can finally be sent via Drucken > HOAI Rechnung created.

Final accounts

To create a final invoice, set the phase to completed. After that, a new invoice can be created.

Objects

To work with objects, place on the project via Neu> Objekt a new object. Select a name and enter the values for the previously known costing levels:

An object can then be added to the costing. The corresponding values are automatically applied to the Eligible Costs field when a level is selected.

HOAI root data

HOAI performance profiles

A paragraph from the HOAI Ordinance is depicted as a HOAI service schedule. A service schedule additionally contains service phase templates, which contain the service phases (types of services assigned to the phases) and their percentage of the fee rate.

The most common performance profiles from HOAI 2009, 2013 and 2021 are already maintained in Vertec. All other performance profiles can be created additionally. Select the year and click on Suchen to view all the specifications stored in Vertec:

HOAI Panels

The fee rates are saved in tables in order to be available for calculation in Vertec. The most important tables from HOAI 2009 and 2013 are already included, further tables can be entered by the user if necessary.

Add more HOAI years

1. Put below Einstellungen > HOAI Stammdaten > HOAI Jahr a new folder for the desired year.
2. Add on the project HOAI-PROJEKTVORLAGE add new phases and enter the name of the service profile and the year in brackets in the Code field:

3. Now you can via Einstellungen > HOAI Stammdaten > HOAI Leistungsbilder the new paragraphs are created in the form of performance diagrams. Fill in the fields accordingly and select the previously created phase as a template:

The new HOAI year and the associated performance profiles can now be assigned to the project phases.

Requirements and Download

• The Expert product line is a prerequisite for this feature.
• The Budget & Phases module must be licensed.
• Additional classes 13, 14, 15, 16 and 17 may not yet be in use.

Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

The following objects are created by importing the config set: