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Project Name (Owners): 3 Season Room for Ash Harris
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Address: 123 Main Street
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Springfield, MA 01023
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This estimate is based on the plans: Photo and Overall Dimensions Dated: 10.09.2024 By: HELM
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Project Drawing Sets
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Schematic Design Drawing Set (link here)
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Design Development Drawing Set (link here)
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Construction Drawings Drawing Set (link here)
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TIPS for Using This Template
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SOP for this template is here (SOP = Standard Operating Procedure, or instructions)
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Adapt the Pre-Con Process steps to your needs
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Confirm who is responsible for each step
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Be prepared to discuss scope and budget in the 1st on-site meeting (immediately after initial contact)
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Use the Preliminary Budget style of per square foot pricing with wide ranges to confirm 'viability'
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Walk away or refer to other resources if project does not seem viable
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Move to working under pre-con contract before developing any further budgets, designs, etc.
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Explain the four phases of design, which also include pricing: schematic, design development, value engineering, and construction drawing
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Draft, share, and follow a pre-con schedule
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Deliver all items as specified in the pre-con contract (typically: schedule, pricing for each phase, etc)
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Create a new versions of this template for each phase of the estimate to preserve the data for each phase.
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Keep a blank copy of this template in your files.
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To add a row, carefully replicate all formuals for the row too.
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Use the hide row feature instead of deleting rows.
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To Report a Bug, please fill out this brief form!
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ESTIMATE PHASES OR COST INTERVENTIONS
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Preliminary - The first phase of the project design where scope, project requirements, and concepts are decided. This phase sometimes includes drawings and a pre-conceived budget, but not always.

Schematic Designย - SD. Early design phase where design concepts are translated into architectural drawings.

Design Developmentย - DD. Design phase when decisions about shape, size, materials, and products are finalized.

Construction Documentsย - CD. Drawings and notes sufficient for a final estimate and to build a project.
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CONTRACTS / AGREEMENTS
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Pre-con Agreement for all the development work (pre-con schedule, pricing, value engineering);

Letter of Intent (LOI) to secure a production spot if the builder can't draft the Construction agreement because the docs aren't done or it's too far from the start date (usually for a new house, usually 6+ months ahead of time)(there are no deliverables or costs under an LOI, it's just a commitment and deposit);

Site Agreement if the Construction drawings are still not ready when it's time to start clearing, digging, concrete, utilities, etc; and

Construction Agreement when pricing from the construction drawings have been approved by the client.
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OVERVIEW OF ALL TABS IN THIS TEMPLATE (** = to be shared with client)
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HELM Productions Process Map - A RACI (responsible, accountable, consulted, informed) matrix of project responsibilities through all phases of a typical construction process. Not linked to other sheets
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Pre-Con Budget - Sheet to estimate the time your pre-construction tasks will take you to inform how you charge for pre-con. Not linked to other sheets?
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Bucket Estimate for Preliminary and SD Only - one of 2 sheets for the very first estimate. In this sheet you separate labor, materials and trade partners per CSI code. Not linked to other sheets.
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Preliminary Budget** - one of 2 sheets for the very first estimate. In this sheet you generate the estimate with a square footage cost and provide a low and high range. Not appropriate for renovations. Can be created using division take-off sheets or "Manual Entry for Bucket Estimate". Not linked to other sheets.
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SD (Schematic Design) Budget** - identical to the "Preliminary Budget Sheet" with the expectation that your range is not as large. Not linked to other sheets
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Evolution of the Estimate - Record the estimates at each phase (preliminary, SD, DD, CD) to tell the story of how the estimate has evolved with more information, more decisions. Not linked to other sheets
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Notes to the Estimate** - This sheet captures all the client facing scope notes and price to client from the Division Totals sheets. This sheet, for the CD phase, becomes Attachment 1 of your construction contract.
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Schedule of Values** - This sheet autofills from the Division Totals sheets. It captures labor/materials, allowance, and trade partner price to client for each division. This sheet, for the CD phase, becomes Attachment 2 of your construction contract.
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Cheat Sheet for Coding - For notes of what is included for each division or code you use. Good to share with crew and bookkeeper. Not linked to other sheets
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Estimating Tasks Overview - This sheet is your Task Manager for the duration of the estimate to identify what scope is included, document who is responsible for which tasks, assign trade partners and vendors, track RFPs, track RFIs, identify scope with long lead times, areas for potential value engineering, take notes, etc.
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Invoices - Track every invoice issued and recieved, broken down by Labor/Materials; Allowance; and Trade Partner to give you a picture of what has and hasn't been paid compared to your estimate. Linked to Division Totals
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Hours Breakdown per CSI Totals - autofills from Division Take-off sheets to give you a pictures of where your team is spending their time.
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Division Totals - This sheet autofills from the Division Take-off sheets, then adds your markup to give you a cost vs. price for each CSI code, broken out by materials, allowance, labor and trade partner. Contains calculators for markups; wages; GPM; and workers' compensation.
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[Take-off sheets for each division, by CSI code, by team member with places to add notes, including notes that auto-fill the Notes to the Estimate tab.]
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Division 1 - General Requirements Take-off
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Division 2 - Site Work Take-off
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Division 3 - Concrete Take-off
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Division 4 - Masonry Take-off
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Division 5 - Metals Take-off
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Division 6 - Carpentry Take-off
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Division 7 - Thermal & Moisture Take-off
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Division 8 - Doors & Windows Take-off
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Division 9 - Finishes Take-off
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Division 10 - Specialties Take-off
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Division 11 - Equipemnt Take-off
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Division 12 - Furnishings Take-off
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Division 13 - Special Construction Take-off
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Division 14 - Conveying Systems Take-off
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Division 15 - Mechanicals Take-off
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Division 16 - Electrical Take-off
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Change Order Totals - auto-fills from the Change Order Take-off tab and recalculates the total project cost.
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Change Order Take-offs - each change order gets calculated in this tab.
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Punch List** - This sheet organizes your punchlist tasks by room and CSI, designating deadlines and responsible parties. Not linked to other sheets.
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RFI** - This sheet is a template for the RFIs you will send out. Duplicate the sheet for each Request for Information. Not linked to other sheets.
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RFP** - This sheet is a template for the RFPs you will send out. Duplicate the sheet for each Request for Proposal. Not linked to other sheets.
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