HVAC&PLUMBING CONSTRUCTIONESTIMATE SPREADSHEET EstimatingWizardSpreadsheet Thisspreadsheetcanbeusedforlargecommercialconstructionprojectsandforsmaller residentialprojectsasitcoversallareasrequiredforacompleteestimate. EstimatingWizard admin@estimatingwizard.com
HVACandPlumbingEstimateSpreadsheet Anestimatespreadsheetshouldbeabletomakeestimatingeasierandmore accuratewhilehelpingtoreduceerrors.estimatorsneedtobecomefamiliarwith waystoincreasetheirconsistencyfromonebidtoanotherwhileallowingforan increaseinaccuracyandproductions. Thefollowingarticlegoesthrougheachofthe12Excelbidsheetsthatare containedinthehvacandplumbingestimatespreadsheetusedforsmalltolarge commercialprojects,butcouldalsobeusedforresidentialasithasallthe elementsneededforacompletebid. Alifetimeofbiddinglargecommercialprojectshasgoneintoassemblingallthe requiredinformationonthisspreadsheetwhichprovidesaquickandaccurate waytocapturewhat sneededforacompleteestimate. Thisarticlecoverseachofthefollowing12estimatetabswithinthisspreadsheet. Thefollowinglistcontainsthe12sheetsinthisspreadsheet SummarySheet HVACSheetMetalMaterial&Labor HVACPipingMaterial&Labor PlumbingMaterial&Labor HVACEquipment PlumbingEquipment PlumbingFixtures Subcontracts Rentals GeneralConditions Engineering LaborRates(Field&Shop) SheetMetal,HVACPiping&Plumbing WewillstartwiththetradetabsfirstandfinishwiththeSummaryTab. HVACSHEETMETALTAB Startingatthetopleft,weseethatRectangularductworkisthefirstrowwhereweenterdataaccumulated fromourtakeoff.yourtakeoffwaseitherdoneusingsoftwareorbyhand.whatisneededisthecostto purchasetheductworkortofabricateit,ifyouhaveafabricationshop. HVAC&PlumbingEstimateSpreadsheet 2 www.estimatingwizard.com
RectangularDuctwork Inthisexamplewehave10,000lbsofductworkthatourshopisfabricatingwhichcost$5,800inraw materialand160hourstofabricate.theparametersindicatethatthisisequivalenttoafabrication costof$1.49/lbataproductionrateof63lbs/hr. Onthesamerowunderthefieldcolumnweseeittakes240hourstoinstallthisductworkwhichis equalto31feetinamanday.thereisnomoneyinmaterialbecausetheshopisfabricatingthisduct. RoundDuctwork Enterthetotallinearfeet(meters)ofroundductworksoyoucanadjustyourproductivitybasedonthis value.weseethatthereis300linearfeetofroundductthatcost$3,200topurchaseand60hoursto installwhichisequivalenttoaproductivityof40linearfeetpermanday.(amandayisequaltoan8 hourday). SheetMetalSpecialties Thisisforwardedfromthebottomofthesheetmetaltab,andiswhereyouenterthoseitemsnot includedaboveinyourrectangularorroundductworkprices,suchassmokedetectors,secondary drainpans,ductpressuretesting,seismicrestraints,equipmentsupports,supplementalsteel,etc. HVAC&PlumbingEstimateSpreadsheet 3 www.estimatingwizard.com
MiscLaboronSheetMetalTab Theequipmentiscarriedforwardfromanothersheetwhichwecoverlatter. MaterialHandling Thisisthelaborrequiredtomovematerialfromwhenitarrivesatthejobsitetowhereitgetsmoved withinthebuilding.thisisshownasapercentageofthetotalfieldlabor. Consumables Forallthemiscellaneousmaterialsthatgetconsumedtocompleteaprojectthatisn tcoveredelse wheresuchasducttape,sealerandsheetmetalscrews,etc. PunchList Nearcompletionofaprojecttherewillbealistofitemsthatwillneedtobereworkedorcompleted, thatrequiresadditionalgobacklabor. Cleanup Somecontractsrequireadailycleanupoftheprojectsiteandifyoudon tthegeneralcontractormight havethecontractualrighttochargeyouforthetimehisworkersremoveyourtrash,suchas equipmentcontainers,airdistributionandflexboxes,scrapmetal,etc. HVAC&PlumbingEstimateSpreadsheet 4 www.estimatingwizard.com
Detailing Eachcompanyapproachesdetailingintheirownway.Youcanusethiscategoryforthetimeittakes foryourdetailingdepartmenttoproduceshopdrawingsforconstructionorforfieldpersonneltogo outtotheprojectandproduceabillofmaterials. Supervision Thisusuallyappliestonondworkinglabor,whereasupervisorisresponsibleforthelaboroneach projectoroneproject.therecanbeadifferentsupervisorforeachtradeoronethatcoversalltrades. Thiscanbeapercentageorasetamountofhoursbasedontheprojectsneedforsupervision. HVACPipingTab 1) SeparatetheHVACpipingtakeoffpermaterialtypeandifthereisalargevariationinpipesizestaken off,thenseparatebysizealso.enterthetotallinearfeetforthespecificmaterialtype,suchasthetotal feetofcopperpiping. 2) Ifyouhaveapipefabricationshopthenyoucanputanymaterialandlaborhoursherethatisthe resultofprefabricationinyourshop,alongwiththehourstofabricateandhandlethematerial. 3) UnderHVACPipingFieldenterpurchasedmaterialpricesandthehourstoinstallthepipe,valvesand fittings. HVACPipingSpecialties HVAC&PlumbingEstimateSpreadsheet 5 www.estimatingwizard.com
1) ListtheHVACpipingspecialtiesitemsthatarenotincludedintheshopandfield,materialandlabor columnsabove.theseitemscouldincludepipestanchions,pipeidentificationmarkers,flushingand PressureTestingthepiping. 2) Ifanyofthespecialtyitemsneedtobeprefabricatedintheshopthenaddthemhereandtheshop laborratewillbeappliedtothehours. 3) Addthematerialandlaborforthefieldtoinstallthelistedspecialtyitem. HVACPIPINGMisc. TheHVACPipingtabintheExcelspreadsheethasthesamelineitemsastheSheetMetaltababovewhich includedmaterialhandling,consumables,punchlist,cleanup,detailingandsupervision,sowewon t repeatthemhere. Plumbing ThePlumbingtabisexactlythesameastheHVACpipingtabexceptthatithasanadditionallineitemforthe PlumbingFixturesthatgetcarriedacross. HVACEquipment ThisiswhereyoulistalltheHVACequipmentfortheprojectyourbidding.Thesheetcontainslotsofspacefor alargeequipmentbid,showninthisexampleisjustonerowofthatsheet. 1) ListtheCategoryofequipmentfirst,makingsuretokeepdifferenttypesofequipmentseparate,this willalsoaidintheanalysisofparameters.listthetagfortheequipmentsuchasacd1,andthengivea briefdescriptionbelowofthesizeandaccessoriesincluded. HVAC&PlumbingEstimateSpreadsheet 6 www.estimatingwizard.com
2) Listthequantityandamountofhoursthatitwilltaketodoeachpieceofequipment.Thespreadsheet willautomaticallycalculatethetotalandcarryitforwardtothecorrecttradematerialandlabor summarysheets. 3) Listthevendorsthatarebiddingontheproject.Youshouldhaveatleastthreevendorstoensurethat yougetthemostcompetitiveestimate. 4) Listthepriceofeachvendorbidsandthespreadsheetautomaticallyselectsthelowbidder.Ifyou don twantthelowestbid,thenyoucanoverwritethespreadsheetselectionbytypingthevalueyou wanttocarryintheboxthatsays Plug. HVACEquipmentParameters Offtotherightoftheequipmentpricesforeachvendoristheparameteranalysisboxes. BasedontheselectedlowbidderfortheRooftopPackagedHeatPumpsinourexampleandtheTotal CFMof10,000weseethattheycost$1.50/CFM,andwithatotaltonnageof25tons,thelowbidder costus$600.tontopurchasetheseunits. Parametersareimportantformanyreasonincludingbeabletoidentifyoverpricedequipmentand beingabletobudgetprojectthathasnodesign. PlumbingEquipment ThePlumbingequipmentsheetworksthesameastheHVACEquipmentsheet HVAC&PlumbingEstimateSpreadsheet 7 www.estimatingwizard.com
PlumbingFixtures 1) Thiscolumnassignsafixturevaluetoeachtypeoffixturewhichisusedtocalculatethecostperfixture parameter 2) UndertheTagcolumnthespreadsheetlistallofthemostcommonfixtures,whatwillvaryistheway Engineersdescribeafixturebecausethereisnorealindustrynomenclature. 3) Thisisthedescriptionofthemostcommonplumbingfixturealreadyinthespreadsheet,asthissaves timefromhavingtoredtypeadescriptionforeverynewbid. 4) Thelaborcolumnispresetwiththetypicallaborunitsittakestoinstallthefixtureslisted.Youcan adjustthesetomatchyourcompanies historicalproductivityrates. 5) Thisiswhereyouentertheunitcostpereachoftheplumbingfixtureslistedandthenthespreadsheet automaticallycalculateseverythingforyouincludingtaxes. Subcontractors ThesubcontractorstabontheExcelspreadsheethasthefollowingcategories;HVACInsulation,Plumbing Insulation,Controls,Air&WaterBalance,andWaterTreatmentplussixwildcardcategoriesthatyoucancall whateveryouwant. HVAC&PlumbingEstimateSpreadsheet 8 www.estimatingwizard.com
The Plug boxonalltabswilloverwritetheautomaticselectionofthelowestbidder.therearetimeswhen youdon twanttousethelowerbidderbecauseofmissingscopeortheyarepooratperforming. Rentals 1) Thisquantitylisthowmanyofthepiecesofequipmentthatyouwanttorent,forexampletwoscissor lifts. 2) Underthedescriptionyoushouldfillthisoutwiththemostrentedequipmentsoyoudon yhaveto retypeitforeverybid. 3) Thisquantityisforthedurationoftherentalperiod.Soiftherentalperiodisinmonths,thiswouldbe forhowmanymonthsyouwanttorenttheequipment. 4) Youshouldloadyourspreadsheetwithyourcurrentrentalratesandthencheckthemeverysixmonths orsotomakesuretheyarestillvalid.thiswillsaveyoutimebiddingifthisisalreadyfilledout. Someoneshouldbetaskedwithmakingsurethisisupdatedonaregularschedule. HVAC&PlumbingEstimateSpreadsheet 9 www.estimatingwizard.com
GeneralConditions Undergeneralconditionsthereareseveralmaincategoriesincludingthefollowing;Management,Subsistence dtravelexpenses,constructionofficerecurringexpenses,andnonrecurringexpenses. Management(GeneralConditions) 1) Listthequantityofthepersonneldescribedthatwillberequiredfortheproject. 2) Listthedescriptionofthemostcommonlyusedpersonnelonyourprojects 3) Listthequantityofthelistedperiodoftimethattheconstructionpersonnelwillberequired,for exampleifyourprojectmanagerwillbeinvolvedfulltimefor6monthsthiswouldbeequivalentto 1,000hours.(Thereisasmallcalculatoronthespreadsheetthathelpsyoucalculatehoursbasedon monthsoftheproject). 4) Putthehourlyratethatyounormallychargeforthelistedpersonnel,onceagainsomeoneneedsto takeownershipofupdatingthesevalueswhentheychange.eitherreviewthehourlyratesonceayear injanuaryorsomeotherfixedtime. HVAC&PlumbingEstimateSpreadsheet 10 www.estimatingwizard.com
ConstructionOfficeNonrecurringCost(GeneralConditions) Listallthosecostthatyouwillincurtosetuptheprojectandthendemobilizetheprojectthatoccuronlyonce. ConstructionOfficeRecurringCost(GeneralConditions) Listallthosecostthatwillreoccurduringtheprojectonaregularbasis,andthatcontinueuntiltheprojectis completed,likeofficetrailers. Subsistence TravelExpenses(GeneralConditions) Subsistenceisusedtocompensateemployeesfortravelingfarfromhomebase,suchasisrequiredforunion workersthattravelacertaindistancefromthelocal.alsoincludedinthiscategoryissubsistencefornond unionemployeessuchasmanagementthathastotravelorrelocatetemporarilytoassistintheconstruction ofaprojectfarfromtheoffice. HVAC&PlumbingEstimateSpreadsheet 11 www.estimatingwizard.com
Engineering IfyouhaveanindhouseengineerdepartmentthenthistabwillhelpyouputcosttoanyDesign/Buildprojects, youmightbepursuing.thereareadditionalcategoriesonthistabforshopdrawings,printing,etc. LaborRates TheEstimatingWizardExcelSpreadsheetincludesthefollowinglaborratetables;SheetMetalField&Shop, HVACPipingField&Shop,PlumbingField&Shop.ShownaboveistheSheetMetalFieldCrewLabor Calculator,butalltheothertradeslookthesame. 1) ThisistheCrewratethatgetscarriedforwardtothetradetabandisusedtocalculatethelaborrate forthisprojectforthesheetmetalfield. 2) Youwillpickhowmanyofeachlevelofworkerthatisrequiredfortheprojectthatyouarebidding. Shownhereisthetypicalunionsetup,butthiscanbeusedfornondunion,justenterthehourlyrate thatyouchargeforthedifferentskilllevelsofconstructionworkersthatyouuse. HVAC&PlumbingEstimateSpreadsheet 12 www.estimatingwizard.com
HVAC&PlumbingEstimateSummarySheet Thesummarysheetcontainsallthedatafromyourbidononelongsheet.Aboveisthetopsectionwhereyou will; 1) Entertheinformationfortheprojectthatyou rebiddingon. 2) Thehourswillautomaticallytransferoverfromtheindividualtradesheetsandthelaborratewillcome fromthelaborratetabforeachtrade. 3) Thetotalcostforeachtradewillshowinthiscolumnandincludesmaterialandlaborforthattrade. Alsoshownwillbethepercentagethateachtradeisofthetotalcost. HVAC&PlumbingEstimateSpreadsheet 13 www.estimatingwizard.com
AboveisthesummaryforAir&WaterBalanceifyouselfperformandStart&Test,EngineeringandHVAC& PlumbingEquipmentandPlumbingFixtures. AboveisthesummaryforSubcontractsandgeneralconditions. 1) providesaplacetoenterpermitorlicensefees.thereisalsomanyadditionalrowsforyoutoadd whatevercostitemsyouwanttoincludeinthiscategorysuchassmalltools,warrantycost,etc. HVAC&PlumbingEstimateSpreadsheet 14 www.estimatingwizard.com
1) Itseasytoaddacontingencyfactorwhichisappropriateforbidsthathaveriskrelatedtoundefined scopeoradditionalscopethatmayberequiredunderthecontractforwhichyouareunawareofatthe timeofbiddingasisthecaseinretrofitprojects,whereexistingandhiddenconditionsdon tget discovereduntilafteryourawardedtheproject. Addadollarvalueforthecontingencyorusethecontingencycalculatortodeterminewhatacertain percentagewouldbeindollars. 2) EntertheMarginpercentagethatyouwantandthespreadsheetwillcalculatewhatthemarkupis equalto.thedifferencebetweenmarginandmarkupiswhatisusedforthedenominator,inthecase ofthemarginthetotalsalespriceisusedandinthecaseofthemarkupthecostisused,suchas; Margin=$41,897/$209,483=20% Markup=$41,897/$167,586=25% 3) Costpersquarefootwillbeshownhereifyouenterthesquarefootageoftheprojectasshownbelow. Itsgoodtomaintainaspreadsheetofallyourhistoricalcostpersquarefeetofalltheprojectsthatyou havebuilt,thiswillbeusefulinformationwhenbudgetingprojectsorjustasasanitycheckforproject yourbidding. Parameters(SummarySheet) 1) EntertheTaxRateforthelocationoftheprojectandthiswillbeusedforallmaterialandequipment whereappropriate. HVAC&PlumbingEstimateSpreadsheet 15 www.estimatingwizard.com
2) Itsgoodtolistthebuildingtypeforminingdatalatter. 3) Enterthebuildingsquarefeetsoyoucanmeasureparametersagainsthistoricaldataorforthe collectionofhistoricaldatawhichwillcoverinanotherarticle. 4) EntertheCoolingtonnageoftheequipmentbeinginstalledsoagainyoucanmeasureanother parameterforhistoricalcomparison.ft2/ton 5) EntertheHeatingMBHtotalsforparametricanalysis.BTU/Ft2 6) EnterthetotalCFMforanotherparameterthatmeasureCFMperFt2. ThisHVACandPlumbingestimateSpreadsheetisavailableforpurchaseonwww.EstimatingWizard.com CheckoutourYouTubeChannelbyclickingontheimagelinkbelow. HVAC&PlumbingEstimateSpreadsheet 16 www.estimatingwizard.com