# Construction Estimating Using Excel

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• ISBN10:

## 0131719831

• Edition: 1st
• Format: Paperback
• Publisher: Prentice Hall
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### Summary

Construction Estimating with Excelintroduces readers to the fundamental principles of estimating and includes drawing sets, real-world exercises, and examples that give beginners critical estimating experience. The book moves step-by-step through the estimating process, discussing the art of estimating, the quantity takeoff, how to put costs to the estimate and how to finalize the bid. It is also the first book to demonstrate how Microsoft Excel can be used to improve the estimating process. Because it introduces spreadsheets as a way of increasing estimating productivity and accuracy, the book can help both beginning and experienced estimators improve their skills.Moves beyond many books to not only talk about takeoff (and the costs of a limited number of building materials), but also the principles behind these calculations. Gives readers a strong foundation so they can transfer basic estimating principles to any building material. Provides an introduction to the basic operation of Excel and discusses how it can be used to improve the estimating process. IncludesExcel Quick Tipsthat demonstrate how to set up Excel worksheets for different types of estimating problems. Offers a variety of sites (a residential garage, a residence and a retail building) where readers can practice estimating skills in a non-threatening environment. Includes fundamental mathematical concepts necessary in estimating.Construction Estimators

Preface v
 Part I: Introduction to Estimating
1(70)
 The Art of Estimating
2(12)
 The Estimator
2(2)
 Types of Estimates
4(1)
 Bid Package
5(4)
 Estimating Tools
9(1)
 Computerized Estimating
10(4)
 Conclusion
12(1)
 Problems
12(2)
 Overview of the Estimating and Bidding Process
14(10)
 Planning the Bid
14(2)
 Pre-Bid-Day Activities
16(3)
 Bid-Day Activities
19(3)
 Post-Bid Activities
22(2)
 Conclusion
23(1)
 Problems
23(1)
 Introduction to Excel
24(47)
 Conventions Used in This Book
24(1)
 Workbook Management
25(4)
 Working with Worksheets
29(4)
 Entering Data
33(5)
 Formatting Worksheets
38(11)
 Writing Formulas
49(4)
 Basic Functions
53(8)
 Printing
61(4)
65(6)
 Conclusion
69(1)
 Problems
69(2)
 Part II: The Quantity Takeoff
71(246)
 Fundamentals of the Quantity Takeoff
72(15)
 Performing a Quantity Takeoff
73(1)
 Work Packages
74(1)
 Communication with the Field
75(2)
 Counted Items
77(2)
 Linear Components
79(2)
 Sheet and Roll Goods
81(3)
 Volumetric Goods
84(1)
 Waste
84(3)
 Conclusion
85(1)
 Problems
86(1)
 Concrete
87(34)
 Forms
87(1)
 Reinforcing
88(1)
 Concrete
89(2)
 Spot Footings
91(2)
 Columns
93(3)
 Continuous Footings
96(7)
 Foundation Walls
103(2)
 Beams
105(2)
107(2)
 Raised Slabs
109(2)
 Stairs
111(1)
 Sample Takeoff for the Residential Garage
112(9)
 Conclusion
116(1)
 Problems
116(5)
 Masonry
121(11)
 Block and Structural Brick Walls
122(5)
 Brick Veneer
127(5)
 Conclusion
129(1)
 Problems
129(3)
 Metals
132(15)
 Types of Structural Steel
132(1)
 Common Shapes for Structural Steel
133(1)
 Beams, Girders, and Columns
134(4)
 Joists and Joist Girders
138(1)
 Metal Deck
139(1)
 Steel Trusses
140(1)
 Stairs and Handrail
141(1)
 Miscellaneous Steel
142(5)
 Conclusion
142(1)
 Problems
142(5)
 Woods, Plastics, and Composites
147(38)
 Floor Systems
147(8)
 Walls
155(10)
 Roof Systems
165(7)
 Finish Carpentry
172(1)
 Cabinetry and Countertops
172(1)
 Sample Takeoff for the Residential Garage
173(12)
 Conclusion
176(1)
 Problems
176(9)
 Thermal and Moisture Protection
185(28)
 Waterproofing and Dampproofing
185(2)
 Building Paper and Vapor Barriers
187(4)
 Insulation
191(3)
 Exterior Insulation Finish System
194(1)
 Shingle Roofs
195(4)
 Siding, Soffit, and Fascia
199(4)
 Membrane Roofing
203(1)
 Sample Takeoff for the Residential Garage
204(9)
 Conclusion
207(1)
 Problems
208(5)
 Openings
213(12)
 Doors
213(2)
 Windows
215(1)
 Commercial Storefront
216(2)
 Glazing
218(1)
 Hardware
219(1)
 Sample Takeoff for the Residential Garage
219(6)
 Conclusion
220(1)
 Problems
220(5)
 Finishes
225(16)
 Metal Stud Partitions
225(1)
 Gypsum Board
226(3)
 Tile
229(1)
 Suspended Acoustical Ceilings
230(2)
 Wood and Laminate Floors
232(1)
 Sheet Vinyl
233(2)
 Vinyl Composition Tile
235(1)
 Rubber Base
235(1)
235(1)
 Paint
235(1)
 Sample Takeoff for the Residential Garage
236(5)
 Conclusion
237(1)
 Problems
237(4)
 Fire Suppression
241(5)
 Conclusion
244(1)
 Problems
244(2)
 Plumbing
246(7)
 Water Supply
246(2)
 Drain-Waste-and-Vent System
248(2)
 Fixtures and Equipment
250(3)
 Conclusion
250(1)
 Problems
250(3)
 HVAC
253(10)
 Residential HVAC Systems
253(5)
 Commercial HVAC Systems
258(5)
 Conclusion
261(1)
 Problems
261(2)
 Electrical
263(15)
 Residential Wiring
263(2)
 Commercial Wiring
265(5)
 Sample Takeoff for the Residential Garage
270(8)
 Conclusion
274(1)
 Problems
274(4)
 Earthwork
278(20)
 Characteristics of Soils
278(1)
 Swell and Shrinkage
279(2)
 Geometric Method
281(2)
 Average-Width-Length-Depth Method
283(1)
 Average-End Method
283(2)
 Cross-Sectional Method
285(7)
 Comparison of Methods
292(1)
 Backfill
292(1)
 Soils Report
293(1)
 Sample Takeoff for the Residential Garage
293(5)
 Conclusion
295(1)
 Problems
296(2)
 Exterior Improvements
298(8)
 Asphalt and Base
298(2)
 Site Concrete
300(1)
 Landscaping
301(1)
 Sample Takeoff for the Residential Garage
301(5)
 Conclusion
302(1)
 Problems
303(3)
 Utilities
306(11)
 Excavation
306(4)
 Bedding
310(3)
 Utility Lines
313(1)
 Backfill
314(3)
 Conclusion
314(1)
 Problems
314(3)
 Part III: Putting Costs to the Estimate
317(80)
 Material Pricing
318(7)
 Shipping Costs
320(1)
 Sales Tax
321(1)
 Storage Costs
321(1)
 Escalation
322(3)
 Conclusion
323(1)
 Problems
323(2)
 Labor Productivity and Hours
325(12)
 Factors Affecting Labor Productivity
326(2)
 Historical Data
328(1)
 Field Observations
329(4)
 National Standards
333(1)
 Labor Hours
333(4)
 Conclusion
334(1)
 Problems
334(3)
 Labor Rates
337(14)
 Billable Hours
337(1)
 Wages
338(2)
 Cash Equivalents and Allowances
340(1)
 Payroll Taxes
340(1)
 Unemployment Insurance
341(2)
 Workers' Compensation Insurance
343(1)
 General Liability Insurance
344(1)
 Insurance Benefits
345(1)
 Retirement Contributions
345(1)
 Union Payments
346(1)
 Other Benefits
346(1)
 Annual Costs and Burden Markup
346(5)
 Conclusion
348(1)
 Problems
349(2)
 Equipment Costs
351(9)
 Depreciation and Interest
351(1)
 Taxes and Licensing
352(1)
 Insurance
353(1)
 Storage
353(1)
 Hourly Ownership Cost
353(1)
 Tires and Other Wear Items
354(1)
 Fuel
355(1)
 Lubricants and Filters
356(1)
 Repair Reserve
356(1)
 Leased Equipment
357(1)
 Rented Equipment
357(3)
 Conclusion
358(1)
 Problems
358(2)
 Crew Rates
360(4)
 Conclusion
363(1)
 Problems
363(1)
 Subcontract Pricing
364(6)
 Request for Quote
364(1)
 Writing a Scope of Work
365(2)
 Historical
367(1)
 Bid Selection
367(3)
 Conclusion
368(1)
 Problems
368(2)
 Markups
370(9)
 Building Permits
370(2)
 Payment and Performance Bonds
372(2)
374(5)
 Conclusion
377(1)
 Problems
377(2)
 Pricing Extensions
379(12)
 Detail Worksheet
379(1)
 Material Costs
379(1)
 Labor Costs
380(1)
 Equipment Costs
381(1)
 Total Cost
382(1)
 Summary Worksheet
383(3)
 Sample Estimate: The Residential Garage
386(5)
 Conclusion
390(1)
 Problems
390(1)
 Avoiding Errors in Estimates
391(6)
 List Cost Codes
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)
393(1)
 Use Well-Tested and Checked Formulas
393(1)
 Double-Check All Calculations
394(1)
 Perform Calculations in Two Ways
394(1)
 Drop the Pennies
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)
 Allow Plenty of Time
395(2)
 Conclusion
395(1)
 Problems
396(1)
 Part IV: Finalizing the Bid
397(24)
 Submitting the Bid
398(9)
 Bid Submission with Standardized Documents
398(1)
 Writing a Proposal
399(3)
402(3)
 Letter Formats
405(2)
 Conclusion
406(1)
 Problems
406(1)
407(6)
 Subcontracts
407(3)
 Purchase Orders
410(1)
 Contracts for Materials
411(2)
 Conclusion
411(1)
 Problems
411(2)
 The Estimate as the Basis of the Schedule
413(3)
 Estimating Durations
414(2)
 Conclusion
415(1)
 Problems
415(1)
 Ethics
416(5)
 Work Ethic
416(1)
 Bidding Practices
417(1)
 Loyalty to Employer
418(1)
 Ethical Dilemmas
418(3)
 Conclusion
418(1)
 Problems
418(3)
 Part V: Advanced Estimating with Excel
421(54)
 Converting Existing Forms
422(20)
 Creating the Layout
422(1)
423(4)
 Automating with Macros
427(4)
 Testing the Worksheets
431(2)
433(9)
 Conclusion
441(1)
 Problems
441(1)
 Creating New Forms
442(29)
 Planning New Forms
442(5)
447(3)
 Series
450(3)
 Naming Cells
453(2)
455(4)
 Referencing Worksheets in a Formula
459(1)
 Concatenate
460(4)
 Lookup and Vlookup
464(7)
 Conclusion
470(1)
 Problems
470(1)
 Proposals and Beyond
471(4)
 And Beyond
474(1)
 Appendix A: Review of Estimating Math
475(20)
 Lengths
475(5)
 Areas
480(8)
 Volumes
488(4)
 Conversion Factors
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)
 Cleaning
503(1)
 Footings and Foundations
503(1)
 Slab Floor
504(1)
 Masonry
504(1)
 Framing
505(1)
 Finish Carpentry
506(1)
 Cabinetry
506(1)
 Waterproof Membrane
507(1)
 Insulation
507(1)
 Stucco
508(1)
 Siding, Soffit, and Fascia
508(1)
 Roofing
508(1)
 Rain Gutters
509(1)
 Garage Doors and Openers
509(1)
 Drywall
509(1)
 Ceramic Tile
510(1)
 Acoustical Ceilings
511(1)
 Floor Coverings
511(1)
 Painting and Staining
512(1)
 Cultured Marble
513(1)
 Fireplace
513(1)
 Wire Shelving
513(1)
 Window Treatments
514(1)
 Fire Sprinklers
514(1)
 Plumbing
514(1)
 HVAC
515(1)
 Electrical
516(1)
 Earthwork and Utilities---Roads and Parking Lots
516(1)
 Excavation and Utilities---Individual Lots
517(1)
 Asphalt Paving
518(1)
518(1)
 Site Concrete---Individual Lots
519(1)
 Landscaping
519(2)
 Appendix E: Glossary
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