Sample Estimating Deliverables

• •Item description, drawing sheet reference and unit (LF, SF, CY, EA)
• •Net quantity, waste factor and gross quantity in separate columns
• •Grouping by trade, CSI division, floor or area

Checking how quantities are organized before ordering a takeoff.

• •Every measured item color-coded on the sheet it came from
• •Legend matching colors to workbook line items
• •Conflicts between sheets flagged for RFIs

Seeing how a quantity can be traced back to the drawings.

• •One tab per CSI division with quantity, unit cost, labor hours and extended cost
• •Unlocked formulas so unit prices and markups can be changed
• •Division subtotals feeding a summary page

Understanding the structure of a priced estimate.

• •Subcontractor proposals side by side with inclusions and exclusions
• •Adjustments that bring each bid to a common scope
• •Selected numbers by trade, general conditions, fee and alternates

Seeing what bid-day leveling support produces.

• •Drawing revision and addenda used
• •Pricing basis, pricing date and labor basis
• •Items excluded or carried as allowances

Comparing what different estimates actually include.

• •Product-level lines (size, grade, stock length or sheet size)
• •Purchase units and quantities grouped by delivery phase
• •Conversion notes for coverage rates and waste

Suppliers and contractors checking a material order format.