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Estimating & Budgeting Worksheet

This document is an estimating and budgeting worksheet template. It includes sections for general requirements, site prep, on-site water and sewer, utilities, and excavation and earthwork. Each section lists estimated costs, actual costs, variances, completion percentages, amounts paid, and amounts due.

Uploaded by

kedar kavathekar
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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0% found this document useful (0 votes)
206 views6 pages

Estimating & Budgeting Worksheet

This document is an estimating and budgeting worksheet template. It includes sections for general requirements, site prep, on-site water and sewer, utilities, and excavation and earthwork. Each section lists estimated costs, actual costs, variances, completion percentages, amounts paid, and amounts due.

Uploaded by

kedar kavathekar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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ESTIMATING & BUDGETING WORKSHEET V2.2.

VENDOR ESTIMATED COST


DESCRIPTION ACTUAL VARIANCE % CURRENT AMOUNT NOTES
SUBCONTRACTOR/CONTRACTOR LABOR MATERIALS TOTAL COST Complete PAID DUE

GENERAL REQUIREMENTS 0 0
Plans and Specifications 0 0
Plan Review 0 0
Permits: Zoning, Building, Environmental,
Other 0 0
Survey 0 0
Impact Fee 0 0
Administrative Costs 0 0
Financing Costs 0 0
Legal Fees 0 0
Engineering Fees 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
SITE PREP 0 0
Demolition (Remodel) 0 0
Jacking & Shoring (Remodel) 0 0
Dust control, Surface Protection
(Remodel) 0 0
Job-Site Access 0 0
Job-Site Security 0 0
Dumpster & Removal 0 0
Clear Lot 0 0
Storage On Site 0 0
Portable Toilet 0 0
Temporary Power 0 0
Temporary Heat 0 0
Scaffolding Rental 0 0
Tool/Equipment Rental 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
ON-SITE WATER/SEWER 0 0
Soil & Perc Tests 0 0
Septic System Design 0 0
Septic Permits, Inspections, Fees 0 0
Septic System Onstallation, Tie In To House
0 0
Dewatering (High Water Table) 0 0
Well, Pump, Trenching, Plumbing To
House, Pressure Tank 0 0
Well Permits & Fees 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
ESTIMATING & BUDGETING WORKSHEET V2.2.1

VENDOR ESTIMATED COST


DESCRIPTION ACTUAL VARIANCE % CURRENT AMOUNT NOTES
SUBCONTRACTOR/CONTRACTOR LABOR MATERIALS TOTAL COST Complete PAID DUE

UTILITIES 0 0
Town Water: Tap Fees & Hookup 0 0
Town Sewer: Tap Fees & Hookup 0 0
Electrial: Permit, Connection Fee,
Installation 0 0
Gas: Permit, Connection Fee, Hookup 0 0
LPN: Tank Installation, Hookup 0 0
Oil Tank Installation 0 0
Telecom Hookup 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
EXCAVATION & EARTHWORK 0 0
Cut & Fill 0 0
Blasting 0 0
Removal Of Stone/Dirt 0 0
Rough Grading 0 0
Trenching For Utility Hookups 0 0
Foundation Excavation 0 0
Foundation Footing Drains 0 0
Curtain Drains 0 0
Culverts 0 0
Swales 0 0
Retaining Walls 0 0
Ponds 0 0
Other Site Drainage 0 0
Backfill 0 0
Compaction 0 0
Top Soil 0 0
Finish Grading 0 0
Seeding/Sod 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
FOUNDATION 0 0
Footings/Pads 0 0
Foundation walls/stem walls/grade beams 0 0
Piers 0 0
Slabs - Foundation, Basement, Garage 0 0
Steel Reinforcing 0 0
Anchor Bolts, Hold Downs 0 0
Bulkheads 0 0
Sub-Slab Vapor Barrier 0 0
Sump Pump 0 0
Sub-Slab Vapor Barrier 0 0
Crawlspace Vapor Barrier 0 0
Crawlspace Vents 0 0
Foundation Windows 0 0
Damproofing, Waterrproofing 0 0
Foundation Drain Board 0 0
Waterproofing/Damproofing 0 0
Slab insualtion: Edge/Below 0 0
Exterior Foundation Insulation 0 0
Exterior Insulation Coating/Protection 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
ESTIMATING & BUDGETING WORKSHEET V2.2.1

VENDOR ESTIMATED COST


DESCRIPTION ACTUAL VARIANCE % CURRENT AMOUNT NOTES
SUBCONTRACTOR/CONTRACTOR LABOR MATERIALS TOTAL COST Complete PAID DUE

OTHER MASONRY/PAVING 0 0
Patios 0 0
Exterior Stairs 0 0
Masonry Chimneys 0 0
Fireplaces/Hearths 0 0
Driveway 0 0
Walkways 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
ROUGH FRAMING 0 0
Sill & Seal 0 0
Steel/Wood Carrying Beam, Lolly columns 0 0
Floor Framing 0 0
Exterior & Interior Walls, Rough Stairs 0 0
Sheathing, Subflooring 0 0
Roof Framing/Trusses 0 0
Subfascia 0 0
Steel Framing Connectors 0 0
Nails, Screws, Fasteners 0 0
Prep for Plaster, Drywall 0 0
Rough Framing - Labor Only 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
ROOFING 0 0
Underlayment 0 0
Membrane 0 0
Flashing: Chimney, Vent Pipes, Sidewalls,
Other Penetrations 0 0
Drip Edge 0 0
Roofing Installation 0 0
Gutters & Downspouts 0 0
Skylights 0 0
Ridge and roof vents 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
EXTERIOR 0 0
Exterior Foam Sheathing 0 0
Weather Barrier (Tyvek, etc.) 0 0
Membrane & Flashing 0 0
Vinyl or Composite Siding 0 0
Wood Siding 0 0
Brick Vneer 0 0
Stone Veneer 0 0
Stucco 0 0
Fascia, Soffit, Frieze, Corner Boards, Water
Table 0 0
Soffit/Gable vents 0 0
Window/Door Trim 0 0
Other Exterior Trim 0 0
Exterior Stairs, Landing 0 0
Exterior Paint, Stain, Caulk 0 0
Exterior, labor-only 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
ESTIMATING & BUDGETING WORKSHEET V2.2.1

VENDOR ESTIMATED COST


DESCRIPTION ACTUAL VARIANCE % CURRENT AMOUNT NOTES
SUBCONTRACTOR/CONTRACTOR LABOR MATERIALS TOTAL COST Complete PAID DUE

WINDOWS/EXTERIOR DOORS 0 0
Membrane & Flashing 0 0
Exterior doors, prehung 0 0
Exterior door slabs 0 0
Exterior door frames, sills 0 0
Sidelights, transoms 0 0
Locksets, knobs, door hardware 0 0
Patio doors: sliding or hinged 0 0
Windows 0 0
Garage Doors & Opener 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
PLUMBING 0 0
Drain/Waste/Vent 0 0
Water Supply Piping 0 0
Gas Piping 0 0
Water Treatment 0 0
Water Heater 0 0
Fixtures: Toilets,Tubs, Sinks, Showers 0 0
Faucets, Mixing Valves, Shower Heads 0 0
Disposal 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
ELECTRICAL 0 0
Service Panel, Sub-Panels 0 0
Rough Wiring 0 0
Phone, Cable, Internet Wiring 0 0
Lighting Fixtures 0 0
Low-Voltage Fixtures/transformers 0 0
Exterior Lighting 0 0
Devices: outlets, switches, dimmers 0 0
Lighting control system 0 0
Doorbell System 0 0
Smoke, CO2 Alarms 0 0
Intercom system 0 0
Security system 0 0
Home Theater/Entertainment 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
HVAC 0 0
Furnace/Heat Pump 0 0
Central AC 0 0
Air Handler 0 0
Ductwork, Grilles, Registers 0 0
Air Filter 0 0
Boiler, Piping 0 0
Radiators 0 0
Whole-House Ventilation (HRV, ERV,
Exhaust Only, Other) 0 0
HVAC Controls 0 0
Solar hot water 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
ESTIMATING & BUDGETING WORKSHEET V2.2.1

VENDOR ESTIMATED COST


DESCRIPTION ACTUAL VARIANCE % CURRENT AMOUNT NOTES
SUBCONTRACTOR/CONTRACTOR LABOR MATERIALS TOTAL COST Complete PAID DUE

INSULATION & AIR SEALING 0 0


Roof/Attic Insulation 0 0
Roof/Eave Baffles 0 0
Wall Cavity Insulation 0 0
Foam Board Insulation 0 0
Spray Foam Insulation 0 0
Basement Insulation Iinterior) 0 0
Crawlspace Insulation 0 0
Air Sealing 0 0

Energy Diagnostics (Blower Door, Infrared)


0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
DRYWALL/PLASTER 0 0
Walls 0 0
Ceilings, Soffits 0 0
Decorative Plaster 0 0
Drywall Labor Only 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
INTERIOR FINISH 0 0
Interior Doors, prehung 0 0
Interor Door slabs 0 0
Interior Door frames, thresholds 0 0
Door knobs,
Interior Trim:hardware
Baseboard, Casings, Crown, 0 0
Chair Rail, Other 0 0
Wainscotting, Paneling 0 0
Built-In Shelving, Cabinets 0 0
Closet Shelving, Hardware 0 0
Stairs, Railings, Newels 0 0
Interior Painting, Staining 0 0
Wood Flooring 0 0
Carpeting 0 0
Resilient/Vinyl
Ceramic Flooring
Tile/Stone (& Underlayment, 0 0
Surface Prep) 0 0
Other Flooring 0 0
Acoustical, Metal, Decorative Ceilings 0 0
Interior Carpentry Labor Only 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
ESTIMATING & BUDGETING WORKSHEET V2.2.1

VENDOR ESTIMATED COST


DESCRIPTION ACTUAL VARIANCE % CURRENT AMOUNT NOTES
SUBCONTRACTOR/CONTRACTOR LABOR MATERIALS TOTAL COST Complete PAID DUE

Kitchen & Bath 0 0


Kitchen Cabinets 0 0
Bath Cabinets 0 0
Cabinet Pulls, Hardware 0 0
Countertops, Backsplash 0 0
Ceramic Tile, Stone 0 0
Raised Tub Platform 0 0
Tub Enclosure 0 0
Shower enclosure/doors 0 0
Medicine Cabinets 0 0
Mirrors 0 0
Towel hangers, toilet paper holders,
accessories 0 0
K&B Labor Only 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
Porches & Decks 0 0
Open Porch 0 0
Screened Porch 0 0
Wood or Composite Deck 0 0
Fencing 0 0
Other Outdoor Structures 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
Appliances 0 0
Refrigerator 0 0
Range, Cooktop 0 0
Microwave 0 0
Range Hood 0 0
Dishwasher 0 0
Washer/Dryer 0 0
Other 0 0
Subtotal 0 0 0 0 0 0 0
[New Category] 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Subtotal 0 0 0 0 0 0 0
TOTAL CONSTRUCTION COSTS 0 0 0 0 0 0 0
Note: Add 20% to 25% for contractor’s overhead and profit, plus 8% for sales and marketing if purchased from a developer.
© 2015 BuildingAdvisor LLC. All rights reserved. (V2.2.1)

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