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Calculating a fee: a worked example

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What you will learn How the calculation proceeds step by step on a concrete case, at which points decisions must be taken, and which figures are to be taken from the ordinance text.

The calculation below shows the sequence of steps on a conversion project. The table values themselves are to be taken from the current ordinance text; they are deliberately not inserted here, because they may change with a reform.

What this article shows is the method. Anyone who knows it can apply any table.

The starting case

An office building from the 1980s is to be converted and modernised. The designer is commissioned for work phases 1 to 8.

Item Value
Building fabric KG 300 from the cost calculation €2,400,000 net
Building services KG 400 from the cost calculation €900,000 net
Existing fabric incorporated, building fabric €400,000 net
Service profile Buildings
Phases commissioned 1 to 8

Step 1: determine chargeable costs

First the other chargeable costs are formed. They comprise essentially the building fabric plus the existing fabric being incorporated.

Item Amount
Building fabric KG 300 €2,400,000
plus existing fabric incorporated €400,000
Other chargeable costs €2,800,000

The threshold rule for technical installations is then applied. They are chargeable in full up to 25 per cent of the other chargeable costs, and at half above that.

Step Calculation Amount
Threshold 2,800,000 × 0.25 €700,000
KG 400 up to the threshold fully chargeable €700,000
KG 400 above the threshold (900,000 − 700,000) × 0.50 €100,000
Chargeable share of KG 400 sum €800,000
Total chargeable costs 2,800,000 + 800,000 €3,600,000

The effect of the existing fabric is notable. Without applying it, the threshold would be €600,000, the chargeable share of KG 400 €750,000 and total chargeable costs €3,150,000. Applying €400,000 therefore raises the fee basis by €450,000, because it additionally shifts the threshold.

The system is covered in the branch on chargeable costs. It also sets out the threshold rule for technical installations in detail.

Step 2: determine the fee zone

The six assessment criteria must be examined. For a conversion, allocation proceeds by analogy.

Criterion Assessment in the example
Integration into the surroundings existing building within the urban fabric, raised requirement
Number of functional areas office with ancillary areas, medium requirement
Design requirements facade retained, interior new, medium requirement
Structural requirements intervention in the structure, raised requirement
Building services complete renewal, raised requirement
Fit-out medium to raised requirement

Where the assessment yields a consistent picture, the zone is allocated directly. Only where criteria from several zones are applicable and doubt therefore arises is the points method used.

The object list is to be taken into account, but the specific assessment takes precedence. The system is covered in the article on fee zones.

Step 3: read the table value and interpolate

With chargeable costs of €3,600,000 and the zone determined, the band is read from the fee table. The figure falls between two cost steps, so interpolation applies.

Where chargeable costs fall between two cost steps, interpolation between them applies. The calculation is linear and can be followed in four steps.

Fee = lower table value + (upper − lower table value) × (chargeable costs − lower cost step) ÷ (upper − lower cost step)

Interpolation takes place within the same fee zone, not between zones. The result is the fee for all nine work phases.

At this point the decision must also be taken where within the band the fee is agreed. The lower figure is the base fee rate; since 2021 any position within, above or below the band is freely negotiable. The system is covered in the article on fee tables and the base rate.

Step 4: calculate the phases commissioned

Phases 1 to 8 are commissioned, that is all but aftercare. For buildings that gives the following schedule.

Phase Percentage
1 Initial appraisal 2 %
2 Concept design 7 %
3 Developed design 15 %
4 Consent design 3 %
5 Detailed design 25 %
6 Preparing procurement 10 %
7 Assisting procurement 4 %
8 Construction supervision 32 %
Total 98 %

The uncommissioned phase 9 carries 2 per cent. 98 per cent of the table value is therefore invoiced.

Step 5: add the conversion supplement

Since this is a conversion, the conversion supplement is added. It acts on the fee determined, that is on the result of step 4.

Case Supplement
Agreed in text form up to 33 per cent for buildings
No agreement, from an average degree of difficulty 20 per cent
No agreement, below that degree no supplement

The third row is frequently overlooked. The fallback does not apply automatically. The system is covered in the article on the conversion supplement.

Step 6: complete the calculation

Step Result
Chargeable costs €3,600,000
Fee zone from the criteria assessment
Table value for all phases from the fee table, interpolated where needed
Share of phases 1 to 8 98 per cent
plus conversion supplement as agreed
plus additional services under separate agreement
plus ancillary expenses as agreed or on evidence
plus value added tax on the total

The last three rows are frequently omitted from proposals and then added to invoices. They belong in the same agreement as the fee.

What this example teaches

Three observations hold beyond the individual case. They concern the quantities that move the result most.

The order is not arbitrary. Existing fabric acts before the table, the conversion supplement afterwards. Reversing them gives the wrong answer.

Existing fabric acts twice over. It raises the fee basis directly and additionally shifts the threshold of the special rule for technical installations.

The decisions sit in steps 2 and 3. Zone and position within the band are judgements, not arithmetic. They belong justified and recorded.

This article reflects the position of the rules at the date of checking and serves professional orientation. The amounts used are illustrative. It does not constitute legal advice and does not replace assessment of the individual case.

Frequently asked questions

In four steps, from the chargeable costs through the zone and the table value to the phases commissioned. The article works through an example.

The cost determination, the assessment criteria and the scope of services. Without them no calculation is possible.

Through chargeable costs and fee zone, with interpolation between values. The article shows the calculation.

Whether the phases commissioned and any supplements are correctly taken into account. The article names the check points.

HOAI work phases: fees and service profiles for architects