FILE MANAGEMENT

CONSTRUCTION BUDGET

CHANGE ORDERS

DETAIL PAGES

Click for information on saving and reloading a JSON file created by this application.

Project Costs

Entries

Multiplier

Project Costs are tranferred from the individual Phase Detail Pages.

Enter net amounts for each phase in the Change Order.

Use to adjust TOTAL amount of Phase. 1.000=100%, 1.100 = 110%, 0.900 = 90%.Set for Company Template.

FIRST STEP - CREATE COMPANY TEMPLATE

Before creating project estimates, create the Company template. Enter Company Information on the Take-Off tab. On the Proposal, select Allowances, Transaction Notes, and Draw Schedule that will used as Company standard agreements. On the Detail Pages, review Multipliers, Cost Display Mode. In the Pricing Detail, review default ITEMS and add any other ITEMS desired at the "Enter .... Specification" cells. In the $$ Column, add pricing for any items added and update pricing in default items to current costs. Edit default ITEMS as needed. SAVE as "Estimate Template", following FILE MANAGEMENT instructions.

Job Cost Tracking

Overhead and Builder Margin

Cost Display Mode

At the end of each production month, gather cost code information from accounting system and enter.

Overhead and Builder's Margin amounts are calculated based on "Soft Cost %" in Take-Off tab.

Use to adjust rounding of TOTAL. X00 rounds up to $100, X,000 rounds up to $1,000. Set for Company template.

PROPOSAL

Pricing Detail

Allowances

Edit to reflect actual company pricing. Set for Company template.

Select Allowances you wish to show on proposal from dropdown menu. Set for Company template.

LOAN COST CALCULATOR

Borrower Interest Rate

Based on Interest Rate% entered in Construction Loan section of "Soft Cost %" in Take-Off tab.

Item

Transaction Notes

All ITEMS are editable. Build your own database or use the default ITEMS. Make changes to the database items prior to selecting items to be included in the estimate. Set for Company template.

TAKE-OFF

Select Transaction Notes you wish to include on proposal from dropdown menu. Set for Company template.

Company Information

Amount Borrowed

Complete Company Information, Overhead Calculator, and Soft Cost% sections. Set for Company template.

Use amount to be borrowed from Lender, not total project cost.

Project Notes

Enter additional transaction notes not found in dropdown.

Qty Manual

Project Information

Manual Monthly Draw

QTY is transferred from "Take-Off" tab. Manually edit if desired.

Complete specific Project Information, Location, and SF information.

Calculator assumes average monthly draw over project duration period shown in "Overhead Calculator" on "Take-Off" tab. Manually enter if monthly draw amount varies.

Pre-Agreement Changes

Enter changes to Initial Specifications and note if approved by Buyer. Create Change Order 01 from list.

$/Unit Manual

Building Phase Information

$/Unit is transferred from "Pricing Detail" database on Detail Page. Manually edit if desired.

Complete specific construction phase information (quantities) for the Project.

Draw Schedule

Select milestone from dropdown. Enter % of total contract due at milestone. Set for Company template.

PROJECT NOTES

PROJECT TAKE-OFF

Builder-BOS Estimator

COMPANY INFORMATION

PROJECT INFORMATION

OVERHEAD (OH) CALCULATOR

Use this number for project overhead?

Revenue Production Capacity (mo)

Avg. Overhead (mo)

Project Duration (mo)

Expected Sales Price of this project (Adjust this number as the estimate develops)

OH % of Sales Price

"Revenue Production Capacity (mo)" is the maximum monthly sales from all projects the Company is capable of producing given the existing overhead structure.

SOFT COST %

% Sale $

LABOR

CONSTRUCTION LOAN

Supervision Rate % (enter decimal)

Laborer ($$/HR)

Interest Rate% (enter decimal)

Company Overhead % (enter decimal)

Labor Burden% (enter decimal)

LOCAL SALES TAX RATES

LOCATION

Builder Margin (Profit) % (enter decimal)

Total Labor Rate

Tax Rate % (enter decimal)

Project setback from Utility Access (feet)

Contingency % (enter decimal)

PROJECT HARD COST BREAKDOWN

FINISHED SF UNDER ROOF

SF

SF

Liability Insurance % (enter decimal)

Material as % of Cost

Finished Basement

Bonus Room

Real Estate Commission $$

Labor as % of Cost

Main Floor

Room Over Garage

2nd Floor

Shop

WINDOWS

EXTERIOR GLASS DOORS

3rd Floor

Qty

SF Glass

Garage

Total Finished SF Under Roof

UNFINISHED SF UNDER ROOF

SF

SF

Unfinished Basement

Covered Porch

Unfinished Garage

Covered Deck

Unfinished Room Over Garage

Covered Patio

Unfinished Shop

Total Unfinished SF Under Roof

UNCOVERED SF

SF

SF

Uncovered Porch

Uncovered Patio

Uncovered Deck

Total Uncovered SF

EXTERIOR DOORS (Inc. GARAGE DOOR)

Basement

Main Floor

Second Floor

Third Floor

Total

FOOTINGS

LF

CY

12 in.x 6 in. footings (1-story) L&M

15 in.x 6 in. footings (2-story) L&M

18 in.x 8 in. footings (3-story) L&M

EA

24 in.x 24 in.x 12 in. Spread Footer

Total CY Concrete for Footings

Total Exterior Doors

FOUNDATION WALL

Length (ft)

SF

CY

8 x 8 x16 CMU

2-0 x 8 in. crawlspace wall

ROOFING

Qty

ROOF COMPONENTS

Qty

4-0 in.x 8 in. crawlspace wall

Plan View SF of Roof (incl. overhang)

Roof OSB 4' x 8'

8-0 in.x 8 in. basement wall

Dominant Roof Pitch (Rise/12)

Fascia LF

10-0 in.x 10 in. basement wall

Roofing Squares

Starter Strip LF

Totals

Rafter Spacing (Framed roof only)

Hip & Ridge LF

Truss $/SF Roof Coverage

Gutter LF

OTHER FLATWORK

Information regarding Basement pad, House pad, Garage pad and Shop pad has been transferred to Foundation Detail Page. This section is for additional flatwork.

Crane time in hours

Downspouts EA

Length (ft.)

Width (ft)

Depth (in)

SF

CY

PLUMBING FIXTURES

Qty

ELECTRICAL ROUGH-IN LABOR

Qty

DOOR HARDWARE

Qty

Totals

STRUCTURAL SPACING

O.C. in.

LF Required

I-Joist

Total roughed-in fixtures

Floor Truss

CABINET HARDWARE

BATH HARDWARE

EXTERIOR WALLS

Length

Type

Height

SF

Qty

Qty

Total Holes:

Total LF Exterior Wall

GABLES

EXTERIOR CORNERS

INTERIOR DOORS

Basement

Main Floor

Second Floor

Third Floor

Total

Gable Span in feet

Pitch/12

Area Round Up

Main Floor

2nd Floor

3rd Floor

MISCELLANEOUS

Qty

# of Stair Treads

Lineal Feet of LVL

EXTERIOR WALL ANALYSIS

SF

By Floor

SF

Totals

SF

Ext 2x4 Wall

Exterior Wall-Base

Gable Area

Total Interior Doors Components

Ext 2x4 Dbl Wall

Exterior Wall-1st

Insulated Wall

CABINETS (LF)

LF

Location

Ext 2x6 Wall

Exterior Wall-2nd

Total Ext Walls

FLOOR COVERINGS

SF

SY

Superior Wall

Exterior Wall-3rd

Ext. Wall OSB 4'x8'

Carpet

2 x 4 SIP Wall

Exterior Wall-Garage

Vinyl

2 x 6 SIP Wall

Exterior Wall-Other

Tile

Wood Laminate

INTERIOR WALLS

Length

Type

Height

SF

Wood

SHELVING

EA

Location

Total Lineal Feet Cabinets

COUNTERTOPS

SF

Location

Total LF Interior Wall

Total SF Interior 2x4 Wall

Total SF Interior 2x6 Wall

Total SF Interior 2x8 Wall

DRYWALL

Exterior Walls SF

1/2 in. x 4-0 x 8-0 Sheets

Interior Walls SF

5/8 in. x 4-0 x 8-0 Sheets

Ceiling SF

Total Drywall SF

Total SF Countertop

Total Shelf Units

CONSTRUCTION BUDGET

PROJECT ID:

Job Buyer:

Project Address:

Buyer Telephone:

Project City, State, ZIP:

Buyer Email:

Enter Actual Project Start Date:

Job Cost Tracking

PROJECT COSTS

Estimated Cost

% of Total Proposal

Change Orders

Comments

Actual Bid/Cost

Month 2

Month 3

Month 4

Month 5

Month 6

Month 7

Month 8

Month 9

Month 10+

Total Job Expenditures

Budget Remaining

Line Items Over Budget

Phase Complete?

Direct Cost Analysis

Month 2

Month 3

Month 4

Month 5

Month 6

Month 7

Month 8

Month 9

Month 10+

Total Job Expenditures

Budget Remaining

Line Items Over Budget

Over Budget for Completed Phases

Subtotal - Soft Costs

Soft Cost Expenditures by Month

Subtotal - Construction Costs

Hard Cost Expenditures by Month

Total Project Direct Costs

Total Expenditures by Month

Margin

Percent of Costs Expensed by Month

Company Overhead (G&A)

Total Expenditures Project to date

Builder's Margin

Total Expenditures Percent to date

Total Project Price

Round to

Real Estate Commission

Total Proposal Price

Round to

Change Order Overhead

Change Order Builder's Margin

Change Order Total

Total Project Price + Change Orders

CONSTRUCTION PROPOSAL

Proposal Date:

For Project:

Subject to the ALLOWANCES, TRANSACTION NOTES, PROJECT NOTES, PRE-AGREEMENT CHANGES FROM COMPANY STANDARDS, and PAYMENT SCHEDULE listed below, and to the acceptance and execution of all construction documents, the proposed price for this project is:

Allowances include:

Construction Item

Allowance

Construction Item

Allowance

Transaction Notes:

Additional Notes:

Pre-Agreement Changes from Company Standards Requested

Accepted changes will be documented on Change Order 1, which will be part of the Agreement package.

Change Requested

Add or Deduct

Approved

Draw Schedule

Approving and Accepting as Buyer:

Approving and Accepting as Buyer:

Accepting for Company:

CHANGE ORDER CALCULATOR for

Change Order Costs

CO1

CO2

CO3

CO4

CO5

CO6

CO7

CO8

CO9

CO10

CO11

CO12

CO13

CO14

CO15

CO16

CO17

CO18

CO19

CO20+

Total Line Item CO

Change Order Date

Architecture & Engineering

Permits and Fees

Temporary Utilities

Construction Loan

Supervision

Contingency

Liability Insurance

Warranty

Demolition

Earthwork, Base, Gravel

Onsites-Laterals, Septic, Water

Footings, Foundation

CMU Foundation

Framing Material

Framing Labor-Install Openings

Exterior Doors, Garage Doors