28 Mechanical Estimating Manual Quantity Takeoff Sheet Sample HVAC Estimate and Forms 29 Estimate Summary and Extension Sheet 30 Mechanical Estimating Manual Bid Recap and Markup Sheet Sample HVAC Estimate and Forms 31 Calculating Labor Costs Per Hour 32 Mechanical Estimating Manual Telephone Quotation Sample HVAC Estimate and Forms 33 Bidding Record This page intentionally left blank Section II Budget Estimating This page intentionally left blank 37 There Are Three Basic Types of Estimates 1. Conceptual or budget estimating 2. Semi-detailed budget estimating 3. Detailed estimating BUDGET ESTIMATES A conceptual budget estimate is a quick, approximate price without extensive quantity surveys or pricing calculations of the specifi c of items that comprise a bid. Contractors use conceptual budget estimates in the following ways: • To help determine if they should bid a job or not. • To know approximately what the total price of a project should be before preparing a detailed estimate. • Quick pricing for customer, general contractor or A/ E. • As a check of your estimate after you’re done. • For budgeting purposes, comparing design costs, feasibility studies. • As a check on current market pricing. • For negotiating. • To check incoming bids and quotations. There are two basic types of budget estimates, one for budgeting the overall price of the project or trade, and the other, the semi-detailed one, for budgeting individual component parts and totaling for the job. The conceptual estimate issued for overall pricing, is a rough approximation based on some unit of measurement of the building or system: — 10,000 sq ft Offi ce Building @ $7.00/sq ft for HVAC = $70,000 — 100 Tons of Air Cond. in a Store @ $1500.00/Ton = $150,000 — 100,000 sq ft High School @ $9.00/sq ft for sheet metal = $900,000 Conceptual pricing should normally not be used for bidding with any fi rm commitment on the price. Your price may be reasonably accurate, even right on, but it also can be off the mark 20 to 25% one way or the other due to variations in design, scope, etc. You may look at an offi ce building, fi gure $7.00/sq ft, fi nd out later, upon closer inspection or doing the job, that this particular offi ce building runs $8.00/sq ft and you lose $20,000 on a 20,000 sq ft job. SEMI-DETAILED SCOPE BUDGET ESTIMATES Semi-detailed budget estimates, the second basic approach to pricing construction work is far more accurate than a conceptual one. It is “on” more frequently and only has a potential inaccuracy of 10 to 15% while still being a very speedy way to price without the tedious, length takeoffs and extensions. In semi-detailed estimating you break the job down into component parts, as you would a fully detailed one, listing all the individual items on a summary and extension sheet. But instead of a long exact take off on each and extensive pricing, the quantities and the prices of the various components are budgeted; i.e., they are approximated in some expedient manner. A thorough preliminary survey is made, again, as you would on a fully detailed bid, to insure covering and knowing the entire scope of the project and so that spec requirements are met. Ductwork Budgeting Ductwork weight is approximated by using an average weight per square foot of building, or by measuring the total linear footage with a measuring wheel, and multiplying it times the approximate average weight per linear foot. Ductwork costs for the project are then found by multiplying the budget price per pound or per foot, based on inspection and judgment, times the approximate weight or linear footage. Piping Budgeting • Main Piping Runs Per Foot • Piping Assembly Hookups To Equipment Per Assembly Price Equipment Pricing Equipment costs are determined in one of two ways. If the equipment has been sized and specifi ed suppliers can furnish approximate pricing. The second pricing is budgeting by the cost per CFK square foot, linear foot, etc. or by the size. Equipment labor is determined either by the average size or the specifi c sizes. Again, as with conceptual budget estimates, it is very risky business bidding fi rm quotes based on semi- detailed estimates. However, you can chance it, when the situation demands it by adding 10 or 15% on top to cover the possible range of error. Chapter 4 Budget Estimating [...]... 17 .3 20.26 22.88 25 .32 22.88 25 .32 27.96 25 .32 27.96 30 .37 33 .02 35 . 43 38.08* 17.27 19.52 21.59 19.52 21.59 23. 84 21.59 22.54 25.91 28.16 30 .24 32 .486 60x18 60x24 60x30 72x24 72x30 72x36 84x30 84x36 84x42 78 84 90 96 102 108 114 120 126 15.0 16.1 17 .3 18.4 19.6 20.7 21.9 23. 0 24.1 33 .02 35 . 43 42.70 40.49 43. 14 45.55 48.20 50. 63 53. 04 28.16 30 .24 32 .49 33 .80 36 .81 38 .86 39 . 43 43. 19 45.26 96x24 96x36... 4. 13 4.00 3. 97 4.00 3. 97 3. 94 3. 91 3. 88 3. 85 57.57 63. 11 68.04 63. 11 68.04 74.27 68.04 74.27 80.41 86.40 92 .32 98.12 26.0 28.0 30 .0 32 .0 34 .0 35 .3 38.0 40.0 42.0 13. 0 14.0 15.0 16.0 17.0 18.0 19.0 20.0 21.0 3. 88 8.50 3. 85 3. 82 3. 79 3. 74 3. 82 3. 67 3. 63 100.85 108.60 115.44 122.14 128.75 132 . 03 140 .38 146. 53 152.56 52.6 57.2 62.4 72.8 83. 2 21.0 22.0 24.0 28.0 32 .0 3. 60 3. 57 3. 54 3. 51 3. 48 189.44 204.25... 0.8 0.5 5.85 10 .36 6.72 15.21 11.41 13. 69 1,748 3, 522 2,6 83 4,027 3, 990 3, 827 Office Bldgs: 35 40 34 34 0 30 0 35 0 35 30 35 1.1 1 .3 1.1 5 to 8 1.1 0.5 10 .36 14. 83 7.40 3, 522 4,446 2,590 42 44 -80 25 285 270 -150 500 35 40 28 35 30 * 1 .3 1.4 -2.0 0.8 1.0 1.2 0.1 1.0 0 .3 9.99 15.21 3. 64 16 .34 4.84 2,850 4,1 03 -2,224 2,406 Elementary Middle, Jr Highs High schools Vocational -36 33 20 -33 3 36 0 600 26 26 40... 1/2 3/ 4 1 1-1/4 1-1/2 2 $9 .32 11. 83 15.OB 18.97 21.70 28.00 M —————— $8 .39 10.64 13. 26 17.08 19.54 25.19 —————— —————— —————— 2-1/2 3 4 5 6 8 38 .36 45.57 65.11 117.20 154.08 282. 13 33. 68 41. 03 58.59 105.48 138 .68 228. 53 K —————— $10. 03 13. 23 16.71 23. 41 23. 77 30 .71 —————— DWV —————— $8.81 11.17 13. 93 17.95 20.51 26.46 —————— 41.00 49.91 75.95 138 . 63 200.01 33 5.86 35 .36 43. 07 61.52 110.75 145.62 239 .20... 34 -25 60 46 240 -400 170 35 0 28 480 200 260 36 35 32 28 28 -30 50 37 1.6 -0.9 1.4 1.1 0.2 0.8 2.0 1.5 1.2 0.7 0.8 1.5 0.5 7.84 1.2 1.5 1 .3 14. 83 9.12 10 .36 28.76 7.99 - 13. 93 27.72 15.95- 3, 555 -3, 522 4,885 3, 432 Manufacturing Plants Medical Centers, Clinics Motels Municipal Bldgs., Town Halls Museums Nursing Homes 40 35 30 45 34 43 300 34 0 400 265 35 0 280 36 35 30 36 40 34 1 .3 1.1 1.0 1.4 1.1 1.4 0.4... 40 40 0.8 1.0 1.1 0.9 0.7 1.1 1 .3 1.5 11.41 14.56 13. 44 30 -90 -4,409 4, 831 Beauty Shops Department Discount Retail Shops Shopping Centers Supermarkets 63 34 30 50 30 30 190 35 0 400 34 0 400 400 30 30 32 32 30 32 2.0 1.1 1.1 1.6 1.1 1.0 1 .3 0.7 0.4 0.8 0.4 0.4 16.47 9.26 6 .36 10.64 5.22 5.45 3, 127 3, 235 2,217 3, 616 2,076 2,179 40 30 0 40 20 1 .3 0.8 0.2 10.51 3. 82 3, 152 —————————————————————————————————————————————————... 2 .3 3.5 4.6 $5.06 7.70 10.12 18x9 18x12 24x9 24x12 24x15 30 x12 30 x18 30 x24 24 30 33 36 39 42 48 54 5.2 5.8 7.5 6.9 7.5 8.0 9.2 10.4 11.46 12.76 16.52 15.21 16.52 17.61 20.26 22.88 36 x12 36 x18 36 x24 42x12 42x18 42x24 48x12 48x18 48x24 54x24 54x30 54x36 48 54 60 54 60 66 60 66 72 78 84 90 9.2 10.4 11.5 10.4 11.5 12.7 11.5 12.7 13. 8 15.0 16.1 17 .3 20.26 22.88 25 .32 22.88 25 .32 27.96 25 .32 27.96 30 .37 33 .02... 2-1/2 3 4 5 6 8 10 12 14 16 18 20 22 24 $8.54 9.00 10.74 12.24 13. 85 17.85 23. 68 28.98 37 .99 60. 03 73. 88 99.28 115.44 168.54 - 13. 96 15 .30 16.49 18.65 24.61 29.91 39 .72 55. 23 66.94 83. 40 95.82 129. 93 - -33 .94 40.17 46.18 62 .34 78.50 96.20 125.44 187.01 2 53. 97 295. 53 341.70 36 9.41 420.20 434 .05 458.68 -7.70 8.47 9.24 11.54 15.24 19.24 23. 09 30 .55 40.17 53. 56 80.97 108.85 135 .76... 17 .3 20.26 22.88 25 .32 22.88 25 .32 27.96 25 .32 27.96 30 .37 33 .02 35 . 43 38.08 60x18 60x24 60x30 72x24 72x30 72x36 84x30 84x36 84x42 78 84 90 96 102 108 114 120 126 15.0 16.1 17 .3 18.4 19.6 20.7 21.9 23. 0 24.1 33 .02 35 . 43 42.70 40.49 43. 14 45.55 48.20 50. 63 53. 04 96x24 96x36 96x48 96x72 96x96 120 132 144 168 192 24.2 25 .3 27.6 32 .2 36 .8 53. 27 55.69 60.75 70.88 80.99 —————————————————————————————— ——————————————————————————————... 2.8 3. 3 4.4 2.0 3. 0 4.0 ——— ——— SELLING PRICE * Furnished & Installed Per Lb ——— $5.14 4.96 4.77 Per Ft ——— $14 .39 16 .34 22.07 —————————————————————————————————————————— 18x6 18x12 24x9 24x12 24x15 30 x12 30 x18 30 x24 24 30 33 36 39 42 48 54 24 Ga 36 x12 36 x18 36 x24 42x12 42x18 42x24 48x12 48x18 48x24 54x24 54x30 54x36 48 54 60 54 60 66 60 66 72 78 84 90 22 Ga 60x15 60x24 60x30 72x24 72x30 72x36 84x30 . 13. 0 3. 88 100.85 60x24 84 28.0 14.0 8.50 108.60 60x30 90 30 .0 15.0 3. 85 115.44 72x24 96 32 .0 16.0 3. 82 122.14 72x30 102 34 .0 17.0 3. 79 128.75 72x36 108 35 .3 18.0 3. 74 132 . 03 84x30 114 38 .0. 15.0 33 .02 28.16 54x30 84 16.1 35 . 43 30.24 54x36 90 17 .3 38.08* 32 .486 ———————————————————————————————————————— 60x18 78 15.0 33 .02 28.16 60x24 84 16.1 35 . 43 30.24 60x30 90 17 .3 42.70 32 .49 . 25 .32 48x18 66 12.7 27.96 48x24 72 13. 8 30 .37 54x24 78 15.0 33 .02 54x30 84 16.1 35 . 43 54x36 90 17 .3 38.08 —————————————————————————————— 60x18 78 15.0 33 .02 60x24 84 16.1 35 . 43 60x30