Preface |
|
v | |
|
Part I: Introduction to Estimating |
|
|
1 | (70) |
|
|
2 | (12) |
|
|
2 | (2) |
|
|
4 | (1) |
|
|
5 | (4) |
|
|
9 | (1) |
|
|
10 | (4) |
|
|
12 | (1) |
|
|
12 | (2) |
|
Overview of the Estimating and Bidding Process |
|
|
14 | (10) |
|
|
14 | (2) |
|
|
16 | (3) |
|
|
19 | (3) |
|
|
22 | (2) |
|
|
23 | (1) |
|
|
23 | (1) |
|
|
24 | (47) |
|
Conventions Used in This Book |
|
|
24 | (1) |
|
|
25 | (4) |
|
|
29 | (4) |
|
|
33 | (5) |
|
|
38 | (11) |
|
|
49 | (4) |
|
|
53 | (8) |
|
|
61 | (4) |
|
|
65 | (6) |
|
|
69 | (1) |
|
|
69 | (2) |
|
Part II: The Quantity Takeoff |
|
|
71 | (246) |
|
Fundamentals of the Quantity Takeoff |
|
|
72 | (15) |
|
Performing a Quantity Takeoff |
|
|
73 | (1) |
|
|
74 | (1) |
|
Communication with the Field |
|
|
75 | (2) |
|
|
77 | (2) |
|
|
79 | (2) |
|
|
81 | (3) |
|
|
84 | (1) |
|
|
84 | (3) |
|
|
85 | (1) |
|
|
86 | (1) |
|
|
87 | (34) |
|
|
87 | (1) |
|
|
88 | (1) |
|
|
89 | (2) |
|
|
91 | (2) |
|
|
93 | (3) |
|
|
96 | (7) |
|
|
103 | (2) |
|
|
105 | (2) |
|
|
107 | (2) |
|
|
109 | (2) |
|
|
111 | (1) |
|
Sample Takeoff for the Residential Garage |
|
|
112 | (9) |
|
|
116 | (1) |
|
|
116 | (5) |
|
|
121 | (11) |
|
Block and Structural Brick Walls |
|
|
122 | (5) |
|
|
127 | (5) |
|
|
129 | (1) |
|
|
129 | (3) |
|
|
132 | (15) |
|
Types of Structural Steel |
|
|
132 | (1) |
|
Common Shapes for Structural Steel |
|
|
133 | (1) |
|
Beams, Girders, and Columns |
|
|
134 | (4) |
|
|
138 | (1) |
|
|
139 | (1) |
|
|
140 | (1) |
|
|
141 | (1) |
|
|
142 | (5) |
|
|
142 | (1) |
|
|
142 | (5) |
|
Woods, Plastics, and Composites |
|
|
147 | (38) |
|
|
147 | (8) |
|
|
155 | (10) |
|
|
165 | (7) |
|
|
172 | (1) |
|
Cabinetry and Countertops |
|
|
172 | (1) |
|
Sample Takeoff for the Residential Garage |
|
|
173 | (12) |
|
|
176 | (1) |
|
|
176 | (9) |
|
Thermal and Moisture Protection |
|
|
185 | (28) |
|
Waterproofing and Dampproofing |
|
|
185 | (2) |
|
Building Paper and Vapor Barriers |
|
|
187 | (4) |
|
|
191 | (3) |
|
Exterior Insulation Finish System |
|
|
194 | (1) |
|
|
195 | (4) |
|
Siding, Soffit, and Fascia |
|
|
199 | (4) |
|
|
203 | (1) |
|
Sample Takeoff for the Residential Garage |
|
|
204 | (9) |
|
|
207 | (1) |
|
|
208 | (5) |
|
|
213 | (12) |
|
|
213 | (2) |
|
|
215 | (1) |
|
|
216 | (2) |
|
|
218 | (1) |
|
|
219 | (1) |
|
Sample Takeoff for the Residential Garage |
|
|
219 | (6) |
|
|
220 | (1) |
|
|
220 | (5) |
|
|
225 | (16) |
|
|
225 | (1) |
|
|
226 | (3) |
|
|
229 | (1) |
|
Suspended Acoustical Ceilings |
|
|
230 | (2) |
|
|
232 | (1) |
|
|
233 | (2) |
|
|
235 | (1) |
|
|
235 | (1) |
|
|
235 | (1) |
|
|
235 | (1) |
|
Sample Takeoff for the Residential Garage |
|
|
236 | (5) |
|
|
237 | (1) |
|
|
237 | (4) |
|
|
241 | (5) |
|
|
244 | (1) |
|
|
244 | (2) |
|
|
246 | (7) |
|
|
246 | (2) |
|
Drain-Waste-and-Vent System |
|
|
248 | (2) |
|
|
250 | (3) |
|
|
250 | (1) |
|
|
250 | (3) |
|
|
253 | (10) |
|
|
253 | (5) |
|
|
258 | (5) |
|
|
261 | (1) |
|
|
261 | (2) |
|
|
263 | (15) |
|
|
263 | (2) |
|
|
265 | (5) |
|
Sample Takeoff for the Residential Garage |
|
|
270 | (8) |
|
|
274 | (1) |
|
|
274 | (4) |
|
|
278 | (20) |
|
|
278 | (1) |
|
|
279 | (2) |
|
|
281 | (2) |
|
Average-Width-Length-Depth Method |
|
|
283 | (1) |
|
|
283 | (2) |
|
|
285 | (7) |
|
|
292 | (1) |
|
|
292 | (1) |
|
|
293 | (1) |
|
Sample Takeoff for the Residential Garage |
|
|
293 | (5) |
|
|
295 | (1) |
|
|
296 | (2) |
|
|
298 | (8) |
|
|
298 | (2) |
|
|
300 | (1) |
|
|
301 | (1) |
|
Sample Takeoff for the Residential Garage |
|
|
301 | (5) |
|
|
302 | (1) |
|
|
303 | (3) |
|
|
306 | (11) |
|
|
306 | (4) |
|
|
310 | (3) |
|
|
313 | (1) |
|
|
314 | (3) |
|
|
314 | (1) |
|
|
314 | (3) |
|
Part III: Putting Costs to the Estimate |
|
|
317 | (80) |
|
|
318 | (7) |
|
|
320 | (1) |
|
|
321 | (1) |
|
|
321 | (1) |
|
|
322 | (3) |
|
|
323 | (1) |
|
|
323 | (2) |
|
Labor Productivity and Hours |
|
|
325 | (12) |
|
Factors Affecting Labor Productivity |
|
|
326 | (2) |
|
|
328 | (1) |
|
|
329 | (4) |
|
|
333 | (1) |
|
|
333 | (4) |
|
|
334 | (1) |
|
|
334 | (3) |
|
|
337 | (14) |
|
|
337 | (1) |
|
|
338 | (2) |
|
Cash Equivalents and Allowances |
|
|
340 | (1) |
|
|
340 | (1) |
|
|
341 | (2) |
|
Workers' Compensation Insurance |
|
|
343 | (1) |
|
General Liability Insurance |
|
|
344 | (1) |
|
|
345 | (1) |
|
|
345 | (1) |
|
|
346 | (1) |
|
|
346 | (1) |
|
Annual Costs and Burden Markup |
|
|
346 | (5) |
|
|
348 | (1) |
|
|
349 | (2) |
|
|
351 | (9) |
|
Depreciation and Interest |
|
|
351 | (1) |
|
|
352 | (1) |
|
|
353 | (1) |
|
|
353 | (1) |
|
|
353 | (1) |
|
Tires and Other Wear Items |
|
|
354 | (1) |
|
|
355 | (1) |
|
|
356 | (1) |
|
|
356 | (1) |
|
|
357 | (1) |
|
|
357 | (3) |
|
|
358 | (1) |
|
|
358 | (2) |
|
|
360 | (4) |
|
|
363 | (1) |
|
|
363 | (1) |
|
|
364 | (6) |
|
|
364 | (1) |
|
|
365 | (2) |
|
|
367 | (1) |
|
|
367 | (3) |
|
|
368 | (1) |
|
|
368 | (2) |
|
|
370 | (9) |
|
|
370 | (2) |
|
Payment and Performance Bonds |
|
|
372 | (2) |
|
|
374 | (5) |
|
|
377 | (1) |
|
|
377 | (2) |
|
|
379 | (12) |
|
|
379 | (1) |
|
|
379 | (1) |
|
|
380 | (1) |
|
|
381 | (1) |
|
|
382 | (1) |
|
|
383 | (3) |
|
Sample Estimate: The Residential Garage |
|
|
386 | (5) |
|
|
390 | (1) |
|
|
390 | (1) |
|
Avoiding Errors in Estimates |
|
|
391 | (6) |
|
|
392 | (1) |
|
Spend More Time on Large Costs |
|
|
392 | (1) |
|
Prepare Detailed Estimates |
|
|
392 | (1) |
|
Mark Items Counted during the Quantity Takeoff |
|
|
392 | (1) |
|
Double-Check All Takeoffs |
|
|
393 | (1) |
|
Include Units in Calculations |
|
|
393 | (1) |
|
Automate with Spreadsheets |
|
|
393 | (1) |
|
Use Well-Tested and Checked Formulas |
|
|
393 | (1) |
|
Double-Check All Calculations |
|
|
394 | (1) |
|
Perform Calculations in Two Ways |
|
|
394 | (1) |
|
|
394 | (1) |
|
Have Someone Review the Estimate |
|
|
394 | (1) |
|
Review Each Cost Code as a Percentage of the Total Costs |
|
|
394 | (1) |
|
Check Unit Costs for Each Cost Code |
|
|
395 | (1) |
|
Compare Costs to Those for Another Project |
|
|
395 | (1) |
|
|
395 | (2) |
|
|
395 | (1) |
|
|
396 | (1) |
|
Part IV: Finalizing the Bid |
|
|
397 | (24) |
|
|
398 | (9) |
|
Bid Submission with Standardized Documents |
|
|
398 | (1) |
|
|
399 | (3) |
|
Writing a Business Letter |
|
|
402 | (3) |
|
|
405 | (2) |
|
|
406 | (1) |
|
|
406 | (1) |
|
|
407 | (6) |
|
|
407 | (3) |
|
|
410 | (1) |
|
|
411 | (2) |
|
|
411 | (1) |
|
|
411 | (2) |
|
The Estimate as the Basis of the Schedule |
|
|
413 | (3) |
|
|
414 | (2) |
|
|
415 | (1) |
|
|
415 | (1) |
|
|
416 | (5) |
|
|
416 | (1) |
|
|
417 | (1) |
|
|
418 | (1) |
|
|
418 | (3) |
|
|
418 | (1) |
|
|
418 | (3) |
|
Part V: Advanced Estimating with Excel |
|
|
421 | (54) |
|
Converting Existing Forms |
|
|
422 | (20) |
|
|
422 | (1) |
|
|
423 | (4) |
|
|
427 | (4) |
|
|
431 | (2) |
|
|
433 | (9) |
|
|
441 | (1) |
|
|
441 | (1) |
|
|
442 | (29) |
|
|
442 | (5) |
|
Setting Up the Spreadsheet |
|
|
447 | (3) |
|
|
450 | (3) |
|
|
453 | (2) |
|
|
455 | (4) |
|
Referencing Worksheets in a Formula |
|
|
459 | (1) |
|
|
460 | (4) |
|
|
464 | (7) |
|
|
470 | (1) |
|
|
470 | (1) |
|
|
471 | (4) |
|
|
474 | (1) |
|
Appendix A: Review of Estimating Math |
|
|
475 | (20) |
|
|
475 | (5) |
|
|
480 | (8) |
|
|
488 | (4) |
|
|
492 | (3) |
|
Appendix B: Sample Job Cost Codes |
|
|
495 | (4) |
|
Appendix C: Sample Labor Productivity Rates |
|
|
499 | (4) |
|
Appendix D: Model Scopes of Work |
|
|
503 | (18) |
|
|
503 | (1) |
|
|
503 | (1) |
|
|
504 | (1) |
|
|
504 | (1) |
|
|
505 | (1) |
|
|
506 | (1) |
|
|
506 | (1) |
|
|
507 | (1) |
|
|
507 | (1) |
|
|
508 | (1) |
|
Siding, Soffit, and Fascia |
|
|
508 | (1) |
|
|
508 | (1) |
|
|
509 | (1) |
|
|
509 | (1) |
|
|
509 | (1) |
|
|
510 | (1) |
|
|
511 | (1) |
|
|
511 | (1) |
|
|
512 | (1) |
|
|
513 | (1) |
|
|
513 | (1) |
|
|
513 | (1) |
|
|
514 | (1) |
|
|
514 | (1) |
|
|
514 | (1) |
|
|
515 | (1) |
|
|
516 | (1) |
|
Earthwork and Utilities---Roads and Parking Lots |
|
|
516 | (1) |
|
Excavation and Utilities---Individual Lots |
|
|
517 | (1) |
|
|
518 | (1) |
|
Site Concrete---Roads and Parking Lots |
|
|
518 | (1) |
|
Site Concrete---Individual Lots |
|
|
519 | (1) |
|
|
519 | (2) |
|
|
521 | (6) |
|
Appendix F: Index of Drawing Sets (The loose project drawings are provided in a separate package shrink-wrapped to this text.) |
|
|
527 | (2) |
Index |
|
529 | |