CHAPTER 4

Sample Estimate and Forms

forward to the Recapitulation Sheet of the estimate.

T he following sample estimate (Figs. 4-1A-S) shows
the contractor andlor estimator how a professional
estimate is formatted and assembled into a logical easy-
(The quotations entered on the PN-1 sheet will not be
included on the RE-1 sheet.)
to-read estimate. The remaining 16 pages of the sample estimate (Figs.
The first sheet of the estimate is referred to as the “Re- 4-1D-S) list the materials, labor hours, and subcontrac-
capitulation Sheet” (Fig. 4-1A). On this sheet the front is tor requirements.
designed to enter all costs associated with the particular As shown, the material pricing is left out purposely
project. The back of the sheet alerts the contractor and/or due to their fluctuations and each contractors’ buying
estimator to various cost items not shown on the plans but power with their respective suppliers. The labor hours,
that may be required in the project bid documents. however, are included and are based on years of esti-
The second sheet of the estimate, referred to as “PN-1” mating experience and applications. Some items of the
(prices needed) (Fig. 4-1B), is the recapitulation of all the estimate need allowances in dollars and/or hours as a
costs sometimes referred to as major materials, equip- project requires. Therefore, each contractor must use
ment, or subcontractors required for the project that are their experience and know-how as to the allowance of
listed in detail on the estimate sheets. The estimated dollars and hours that need to be addressed.
material should be listed along with quotations of costs This sample estimate was prepared using a method
for these materials. When all of the quotations are to- developed over 30 years ago and used very success-
taled, transfer this total to the first sheet of the estimate fully. Follow these few simple rules when preparing
as shown on the sample estimate. your estimates:
The third sheet of the estimate, referred to as “RE-1”
(recapitulation of the estimate) (Fig. 4-1C), is a list of all 1. Review the scope of your work completely and
of the estimate sheets for the project. Each estimate highlight all items of possible cost.
sheet will have a total of labor hours and the materials 2. Read all the specifications for the project. Not
listed. (NOTE: This sample does not include material only the electrical but all of the other trades
prices due to their fluctuation.) These totals are placed involved in the project. There may be a hint of
accordingly on the RE-1 sheet to be totaled and brought cost that may affect your estimate.

175
176 How to Estimate Electrical Construction Projects

3. Open the plans and confirm that they include all tractor or the estimator’s immediate superior. This final-
the electrical layouts, a site plan, a utility plan, ization of the estimate will produce the bid amount in-
mechanical plans, architectural plans, riser dia- cluding all of the items on the main cover recapitulation
grams, and all addendums and other bulletins that sheet. This final tally may be adjusted up or down at the
may have been issued. discretion of the contractor.
4. There will be certain projects that will not have a
complete set of plans, specifications, or a scope of Estimator’s Check Sheet
work. In these cases the contractor should include The following check list will help an estimator in prepar-
in the bid a complete scope of the work that lists ing an estimate and avoid leaving some of the important
all of the work included and excluded prior to items out of the estimate.
contract acceptance.
5 . In seeking answers from a builder, engineer, archi-
0 Review the bidding documents and confirm that
tect, or owner always document the question and all were received.
answer. Follow up with a speedy message con- 0 Forward the insurance and bonding requirements
firming the conversation and keep a copy for the to the proper department in the company.
job file. 0 Notify all suppliers that you have a set of bid doc-
uments and are requesting their quotations.
These simple rules may help a contractor avoid 0 Contact outside subcontractors for their estimates
common pitfalls such as being held responsible for on the project as needed.
work specified in the contract documents that other-
0 Organize the estimate takeoff and in-house pricing
wise may be missed in the estimate. NOTE: In rule #2 it
with the material purchasing department.
is recommended that all specifications be read to deter-
mine if there may be costs that reflect on the estimate. 0 Meet with the shop foreman in regards to the tools
A seasoned estimator will know exactly what sections that may need to be rented or purchased.
of the specifications may have a direct impact on the 0 Estimators will generally begin the takeoff by list-
estimated cost of the project. An example of what can ing all of the materials as shown on the electrical
be skimmed over may be fabrication of the stairs, doors, plans including items such as lighting fixtures,
windows, bricks, etc. You may uncover a cost-saving lamps, switches, receptacles, electrical panels, site
item such as cutting, patching, and painting that may lighting poles and fixtures, life-safety systems,
be included in the general contractor’s specifications, communications systems, feeders, branch wiring
reinforcement of the suspended ceiling to support the racewaysfcablesfwire, power distribution ducts,
superimposed load of the lighting fixtures, roof open- under floor ducts, and many other visible items.
ings and placement of portals and/or pitch pockets for
the mechanical trades, automatic temperature control A lot of the mistakes that are made in the materials
wiring, and more. So until you read over all of the spec- takeoff are materials that are not shown on the plans
ifications for a project for bid, the estimator is the only and oftentimes overlooked. And if material is over-
one who can effectively ensure that all hidden costs are looked, the associated labor hours that are necessary
included in the estimate. are not entered into the estimate.
Take the time to review the following sample estimate Listed below are some of the job-expense items that
-each estimate sheet, the recapitulation of the estimate are often overlooked.
sheets, the price quotations needed sheet, and finally
the main cover recapitulation sheet. Permit and inspection fees
The estimator should complete the main cover reca- Utility company charges for their services
pitulation sheet with the assistance of either the con- Insurance and bonding charges
 Sample Estimate and Forms 177

Temporary electric meter charges Site lighting poles and fixtures

Cleanup Receiving, handling, and storing until installa-
As-built drawings tion (allow for lift to unload)
Rentals Moving poles to place of installation (allow for
Job site drinking water and sanitation facilities boom truck)
Preassemble fixtures on poles on ground and
Storage
test for illumination
Freight and shipping charges
Allow for boom truck to set poles
Travel and room-and-board allowances Allow shims for leveling
Inline fuse holders and fuses
Listed below are some of the materials needed that Building light fixtures
are often overlooked. Receiving, handling, and storing until installa-
tion (if on pallets, allow forklift)
Grounding
Check documents for spare lamp requirements
Transformers
Fixture hangers, supports, and hold-down
Manholes
clips on lay-ins
Site light poles and bases
Inspect for lamps installed at the factory
Distribution panels
Devices, boxes, and plates
Wood-pole installations
Check architects plans for special colors of
Communications stands and racks
devices and plates
Excavation and backfill Include box supports in stud walls (metal and
Machine excavation for trenches wood studs)
Machine backfill
Mechanical equipment
Removal andlor spreading of excess earth
Flexible connections
Hand excavation as needed
Safety disconnect devices and fuses
Sand fill if necessary
Overload heaters for motor protection
Stone base for precast items
Roof-mounted equipment conduit supports
Raceways under ground and portal responsibility
Chairs and spacers Allow testing for and adjusting motor direction
Tie-downs to prevent floating in encased con- if required
crete (PVC conduits) Expendable material allowances
Warning tape-“buried utilities” Wood-cutting blades
Raceways above ground Metal-cutting blades
Clamps, straps, anchors, fasteners, and hangers Threading oil
Cutting and patching for floor and wall Duct sealant
penetrations Bits for drilling concrete
Wire and cable Drill bits for metal
Wire splicing materials Metal files
Wire labeling Jet line or similar conduit snaking cords and
Cable wedges and insulators air cartridges
Wirelcable testing (high and low voltage) Wire-pulling compound
Allow stud sleeves for multiconductor cables Rags
(armored and plastic covered) Hydraulic fluid
Allow for cable supports and fasteners Silicone sealant for outdoor use
178 How to Estimate Electrical Construction Projects

Although this is not 100% of all unseen items of For the estimator: It is your responsibility to provide
material and labor, it will give an estimator a relatively the best interpretation of all of the project bidding doc-
good idea of the materials that will be required but are uments to the contractor in the form of an estimate.
unseen. The other bidding documents besides the plans Following the sample estimate, blank forms are pro-
will also specify certain materials and labor required vided in duplicate so that you may tear one each from
for the project. the book for use.
 Sample Estimate and Forms 179

AS-BUILT DRAWINGS $2,500.00 TOTAL NET COST $549,730.00

INSURANCE FBO 8% PROFIT $43,978.00
WATCHMAN FBO SELLING PRICE (NO BOND) $593,708.00
PRO RATA CHARGES $0.00 BOND COST NIA
TRANSPORTATION, TOLLS, ETC. $450.00 SELLING PRICE (W / BOND) $593,708.00
TELEPHONE AND OFFICE COSTS $1,500.00 FINAL QUOTED PRICE $593,500.00
TOTAL (E) $9,850.00
180 How t o Estimate Electrical Construction Projects

RECAPITULATION 5 HEET (BACK)

1. THE CONTRACTOR MUST INVESTIGATE THE REQUIREMENTS OF EACH GOVERNMENT AGENCY AS IT RELATES TO
SALES TAXES ON BOTH MATERIALS AND LABOR, AND INCLUDE ALL OF THESE COSTS IN EACH PROPOSAL!
2 . Nonproductive labor section contains various areas of costs that are affected by noninstallation labor factors. These
items may or may not apply t o all proposals, but remind the contractor that there may be labor costs beyond the
actual labor cost associated with the project. This may also remind the contractor that there may be other items of
nonproductive labor cost that should be addressed in the proposal.
3. Job expense section contains important direct project-related costs. These dollar costs may or may not be applicable
t o each proposal submitted by the contractor. This may also remind the contractor that there may be additional job-
related expenses to be considered.
4. Labor hour section allows the contractor t o apply different labor rates as they may apply t o the level of grade of the
workers who physically install or direct the installations.
5. Taxes section allows the contractor t o include such taxable items of labor as they may apply t o the project.
6. Overhead section is a cost of doing business for the contractor. This cost may include insurances, office supplies,
postage, contractor’s building facility, utilities, office personnel payroll, telephone, association fees, periodicals, facil-
ity maintenance, rolling stock upkeep and fuel, rental of office equipment, support programs costs, etc. Include any
other costs that are fixed as they relate to the business inside the contractor’s facilities.
7. Profit is relative to the size of the proposal and the amount the contractor anticipates.
8. Bond section gives the contractor the ability to include the cost of a bid bond, performance bond, and/or payment
bonds.

Figure 4-1A continued

 Sample Estimate and Forms 181

ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGENO: PN-1 OF 1

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
PRICE QUOTATIONS NEEDED
ESTIMATED BY: DENIS SMITH CHCKDBY: MKR DATE: 11-29-02

1
2

3
4
5
6
7
8
9

10
11
12
13
14

15

16
17

18
19

20
21

22
23
24

25
26
27

28

29
30
31
32
"EST ONLY"
TOTAL TOTAL 0
$50,450.00

Figure 4-1B
182 How to Estimate Electrical Construction Projects

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGENO: RE-1 OF 1

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
RECAP OF ESTIMATE SHEETS
ESTIMATED BY: DENIS SMITH CHCK'D BY: MKR DATE: 11-29-02

1
2
3
4
5
6
7
8
9
1(
1'
1:
1:
1t

I!
1(

1'
11

l!
21
2
2:
2:
2s
2!
21
2'
21
2!
31 I I 30
3 I Ir 31
3: 32
"EST ONLY"
TOTAL $1 75,000.00 TOTAL 5,309.20

Figure 4-1C
 Sample Estimate and Forms 183

30 I I 30
31 I I1 31
32 32

Figure 4-1 D
184 How to Estimate Electrical Construction Projects

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-l6 PAGE NO: 2 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
INCOMING SERVICE REQUIREMENTS: DRWG # E-1 RISER & SPEC. SECT. 16
ESTIMATED BY: DENIS SMITH CHCK'D BY: MKR DATE: 11-29-02

1
2

4
5
6
7
8
9

10
11

12

13
14

15

16
17

18
19
20
21

22
23
24
25

26
27

28
29

30
31
32

TOTAL TOTAL 83.4

Figure 4-1E
 Sample Estimate and Forms 185

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGE NO: 3 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
MDPAND DISTRIBUTION EQUIPMENT, PANELS, TRANSFORMERS: DRWG # E-1 RISER & SPEC SECT.16
ESTIMATED BY. DENIS SMITH CHCKDBY: MKR DATE: 11-29-02

1 1
2 2
3 3
4 4
5 5
6 6
7 7
8 8
9 9
10 10
11 11
12 12
13 13
14 14
15 15
16 16
17 17
18 18
19 19
20 20
21 21
22 22
23 23
24 24
25 25
26 26
27 27
28 28
29 29
30 30
31 31
32 32

Figure 4-1F
186 How to Estimate Electrical Construction Projects

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGENO: 4 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
a E-2 a SPEC SECT. 16
PANELS 8 TRANSFORMERS: DRWG.# E-i
ESTIMATED B Y DENIS SMITH CHCKDBY MKR DATE: 11-29-02

2
3
4
5
6
7

8
9

10
11

12
13
14

15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32

Figure 4-1G
 Sample Estimate and Forms 187

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGE NO: 5 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
FEEDERS PER ONE LINE DIAGRAM ON DRWG # E-1 8. E-2 & SPEC SECT.16
ESTIMATED BY: DENIS SMITH CHCK'DBY MKR DATE: 11-29-02

1
2
3
4

5
6

7
8

9
10
11
12

13
14

15

16
17
18
19
20
21

22
23

24

25
26
27

28
29
30 / 30
31 31
/ 32
32

Figure 4-1H
188 How to Estimate Electrical Construction Projects

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGENO: 6 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
FEEDERS PER ONE LINE DIAGRAM ON DRWG # E-1 & E-2 & SPEC SECT.16
ESTIMATED BY: DENIS SMITH CHCKDBY MKR DATE: 11-29-02

DESCRIPTION OF MATERIALS MATERIALS LABOR HOURS

QUANTITY UNITCOST PER AMOUNT UNIT PER AMOUNT
1 8" X 8" X 4EWWIREWAY NEMA 1 SCREW COVER 2 EA 1.6 EA 3.2 1

2 8" X 8" BLANK END FllTlNG 4 EA 0.1 EA 0.4 2

3 4' X 4' X lip" INDOOR PLYWOOD 8 SUPPORTS 2 EA 1 EA 2 3

4 4

5 5
6 6
7 7
8 8
9 9
1( 10
1' 11
1: 12

1: 13

1 d 14
l! 15

11 16
1' 17
11 18
l! 19
21 20
2 21
2:
2:
2,
2!
21
2
21

2!
31
3
3
~~ ~ ~-

TOTAL ~ ~~
TOTAL 351.2

Figure 4-1I
 Sample Estimate and Forms 189

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGENO: 7 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
TELEPHONE SERVICE CONDUITTO BUILDING PER DRWG # E-1 AND SPEC SECT. 16

1
2

5
6
7
8
9
1

1
1
1
1
1

1
2

2
2
2
2
2
2

2
2 I I 29
3 I I 30
3 I I 31
3 32

TOTAL TOTAL 17.55 ~

Figure 4-1J
190 How to Estimate Electrical Construction Projects

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGE NO: 8 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
PLUG-IN COPPER BUS DUCT 8 PLUG-IN CIRCUIT BREAKERS PER DRWG # E-3AND SPEC SECT. 16
ESTIMATED B Y DENlS SMITH CHCK'D BY: MKR DATE: 11-29-02

DESCRIPTIONOF MATERIALS MATERIALS I 1

QUANTITY 1 I
UNITCOST PER1 AMOUNT I UNIT
1 225 AMP 3 0 3W CU 480V PLUG-IN DUCT WlGND BUS loo'
2 ( INSTALL DUCT AT 18' HGT. AFF)
3 END CABLE TAP BOX FOR FEED IN TO DUCT 1
4 60 AMP 3 POLE 3W 48OV 8 GND PLUG-IN CB 1
5 40 AMP 3 POLE 1
6 30 AMP 3 POLE 2
7 20 AMP 3 POLE v 2
8 DUCT HANGER CLAMPS 0 5' INTERVALS 21 10.5
9 DUCT SPRING SUPPORTS 21 28.35
1 SINGLE ROD AND FASTNER FOR DUCT HANGERS 21 AL 1.55 32.55
1

1
1

1
1
1

1
1

2
2
2
2
2
2
2

2
2

2
3
3
3

Figure 4-1K
 Sample Estimate and Forms 191

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGE NO: 9 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
BRANCH CIRCUIT WIRING PER DRWG # E-2 THRU E-6AND SPEC SECT. 16
ESTIMATED BY: DENIS SMITH CHCK'D BY: MKR DATE: 11-29-02

I TOTAL I 962.95 I
Figure 4-1L
192 How to Estimate Electrical Construction Projects

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-l6 PAGENO: 10 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
BRANCH CIRCUIT WIRING PER DRWG # E-2 THRU E-6 AND SPEC SECT. 16
ESTIMATED BY: DENlS SMITH CHCK'D BY: MKR DATE: 11-29-02

29 I
30 I I
31 I I
I
32

I TOTAL
I TOTAL 872.5

Figure 4-1 M
 Sample Estimate and Forms 193

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-l6 PAGE NO: 11 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
SITE LIGHTING REQ'S PER DRWG # PHE-1, E-1 AND SPEC SECT. 16
ESTIMATED BY: DENIS SMITH CHCKDBY MKR DATE: 11-29-02

7 7' X 30" RND CONCRETE BASES (3'AFG) (PRECAST) 24 3 EA 72 1

8 8
9 9
10 10

11 11

12 12
13 I?
1
1
114
1 15

1 16

1 17

1 18

1 19

2 20

2 21

2 22

2 23

2 24

2 25

2 26

2 27

2 28

31 31
/ c 32
32

TOTAL TOTAL 465.8

194 How to Estimate Electrical ConstructionProjects

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGE NO: 12 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
LIGHTING FIXTURES PER DRWG # E-3 THRU E-6 AND SPEC SECT. 16
ESTIMATED BY DENIS SMITH CHCKDBY: MKR DATE: 11-29-02

1
2

3
4

6
7

8
9

10
11

12
13
14

15
16
17

18
19
20
21

22

23

24
25
26
27

28
29
30
31
32

Figure 4-10
 Sample Estimate and Forms 195

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGENO: 13 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
DEVICES, BOXES, & PLATES PER DRWG # E-2 THRU E-6 AND SPEC SECT. 16
ESTIMATED BY: DENlS SMITH CHCK'D BY: MKR DATE: 11-29-02

1
2

6
7
8
9
10
11

12
13
14

15
16
I?
18
19

20

21

22
23

24
25
26
27

28

29
30

31 I I I I/ I / 31
32 32

Figure 4-1P
196 How to Estimate Electrical Construction Projects

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGENO: 14 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
VOICE & DATA COMMUNICATIONS WIRING REQUIREMENTS PER DRWG # E-3 & E-4 PER SPEC SECT 16
ESTIMATED BY: DENIS SMITH CHCK'D BY: MKR DATE: 11-29-02

1
2
3
4
5

6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32

Figure 4-14
 Sample Estimate and Forms 197

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGE NO: 15 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
FIRE ALARM SYSTEM REQUIREMENTS PER DRWG # E-2 THRU E-5 AND SPEC SECT. 16
ESTIMATED BY: DENIS SMITH CHCKDBY: MKR DATE: 11-29-02

3
4

5
6
7

8
9

10
11

12
13
14

15
16
17
- 18
19

20

21
22

23
24

25
26

27
28
29

30 I I 30

31
32
I I
I
31
32

Figure 4-1R
198 How to Estimate Electrical Construction Projects

ESTIMATE SHEET ESTIMATE NO: 234-11/02

JOB: XYZ TECH OFFICE AND WAREHOUSE #J-16 PAGENO: 16 OF 16

COMPTON COMPLEX OFFICES AND WAREHOUSING, INC. WARETOWN, MASS 12345-0006
MECHANICAL EQUIPMENT REQUIREMENTS PER DRWG # E-2 THRU E-5 PER SPEC SECT. 16
ESTIMATED BY: DENIS SMITH CHCK'D BY: MKR DATE: 11-29-02

1
2
3
4

6
7
8
9
10
11

12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32

Figure 4-15
 RECAPITULATION SHEET ESTIMATE NO:

JOB SHEETNO: OF

ESTIMATED BY CHECKED BY DATE:

SHEETNO I ESTIMATE SHEETS DESCRIPTION $ MATERIAL I HOURS

I I I

I I I

AS-BUILT DRAWINGS TOTAL NET COST

INSURANCE % PROFIT
WATCHMAN SELLING PRICE (NO BOND)
PRO RATA CHARGES BOND COST
TRANSPORTATION, TOLLS, ETC. SELLING PRICE (W I BOND)
TELEPHONE AND OFFICE COSTS FINAL QUOTED PRICE
TOTAL (B)
I
RECAPITULATION SHEET (BACK)
1. THE CONTRACTOR MUST INVESTIGATE THE REQUIREMENTS OF EACH GOVERNMENT AGENCY AS IT RELATES TO
SALES TAXES ON BOTH MATERIALS AND LABOR, AND INCLUDE ALL OF THESE COSTS IN EACH PROPOSAL!
2 . Nonproductive labor section contains various areas of costs that are affected by noninstallation labor factors. These
items may or may not apply to all proposals, but remind the contractor that there may be labor costs beyond the
actual labor cost associated with the project. This may also remind the contractor that there may be other items of
nonproductive labor cost that should be addressed in the proposal.
3. Job expense section contains important direct project-related costs. These dollar costs may or may not be applicable
to each proposal submitted by the contractor. This may also remind the contractor that there may be additional job-
related expenses t o be considered.
4. Labor hour section allows the contractor t o apply different labor rates as they may apply t o the level of grade of the
workers who physically install or direct the installations.
5. Taxes section allows the contractor t o include such taxable items of labor as they may apply to the project.
6. Overhead section is a cost of doing business for the contractor. This cost may include insurances, office supplies,
postage, contractor's building facility, utilities, office personnel payroll, telephone, association fees, periodicals, facil-
ity maintenance, rolling stock upkeep and fuel, rental of office equipment, support programs costs, etc. Include any
other costs that are fixed as they relate t o the business inside the contractor's facilities.
7. Profit is relative to the size of the proposal and the amount the contractor anticipates.
8. Bond section gives the contractor the ability t o include the cost of a bid bond, performance bond, and/or payment
bonds.
 RECAPITULATION SHEET ESTIMATE NO:
JOB SHEETNO: OF

ESTIMATED BY CHECKED BY DATE:

RECAPITULATION SHEET (BACK)
1. THE CONTRACTOR MUST INVESTIGATE THE REQUIREMENTS OF EACH GOVERNMENT AGENCY AS IT RELATES TO
SALES TAXES ON BOTH MATERIALS AND LABOR, AND INCLUDE ALL OF THESE COSTS IN EACH PROPOSAL!
2 . Nonproductive labor section contains various areas of costs that are affected by noninstallation labor factors. These
items may or may not apply to all proposals, but remind the contractor that there may be labor costs beyond the
actual labor cost associated with the project. This may also remind the contractor that there may be other items of
nonproductive labor cost that should be addressed in the proposal.
3. Job expense section contains important direct project-related costs. These dollar costs may or may not be applicable
t o each proposal submitted by the contractor. This may also remind the contractor that there may be additional job-
related expenses to be considered.
4. Labor hour section allows the contractor to apply different labor rates as they may apply t o the level of grade of the
workers who physically install or direct the installations.
5. Taxes section allows the contractor to include such taxable items of labor as they may apply t o the project.
6. Overhead section i s a cost of doing business for the contractor. This cost may include insurances, office supplies,
postage, contractor's building facility, utilities, off ice personnel payroll, telephone, association fees, periodicals, facil-
ity maintenance, rolling stock upkeep and fuel, rental of office equipment, support programs costs, etc. Include any
other costs that are fixed as they relate to the business inside the contractor's facilities.
7. Profit is relative to the size of the proposal and the amount the contractor anticipates.
8. Bond section gives the contractor the ability to include the cost of a bid bond, performance bond, and/or payment
bonds.
 ESTIMATE SHEET ESTIMATE NO:

JOB: PAGE NO: OF

31 31

32 32

TOTAL TOTAL
 ESTIMATE SHEET ESTIMATE NO:

JOB: PAGE NO: OF

ESTIMATED BY: CHCKD BY: DATE:

DESCRIPTION OF MATERIALS MATERIALS LABOR HOURS

QUANTITY I UNIT COST IPERI
AMOUNT UNIT I PERI AMOUNT
1 I I 1 I I
 CHANGE ORDER RECAPITULATION SHEET

CUSTOMER PROJECT
DATE JOB NO. C.O. NO.

8- TEMPORARY LIGHT & POWER

9- ACCEPTANCE TESTING
10- ESTIMATING & BREAKDOWN

15- TRUCKING ON SITE

16- STORAGE
17- TOOL FACTOR (1Yo OF LINE 3)
18- CLEAN UP (lo% OF LINE 6)
19- HOISTING / LIFTING
20- RENTAL EQUIPMENT
21- PERMIT Yo INSPECTION FEES
TOTAL COST--------
Total Jrnyrnn hrs @----- % OVERHEAD-----
" Forrnan hrs @---- SUBTOTAL-----------
" Super'nt hrs @--- % PROFIT ____________
TOTAL LABOR-------------- C.O. PRICE----------
(ENTER ON LINE 6 ABOVE)

I
 CHANGE ORDER RECAPITULATION SHEET

CUSTOMER PROJECT
DATE JOB NO. [Link].

~~

1- RIGGING CHARGES
2-EQUIPMENT
3- MATERIALS
4-SUNDRIES (5%OF LINE 3)
5- SALES TAXES I
6- LABOR (SEE BELOW)
7-SUPERVISION (IOYo OF LINE 6)
8- TEMPORARY LIGHT & POWER
9- ACCEPTANCE TESTING
10- ESTIMATING & BREAKDOWN
1 1 - BLUEPRINT CHARGES
12-ENGINEERING & COORDINATION (3%OF LINE 6)
13- INSURANCE COVERAGE
14-DELAY IMPACT
15- TRUCKING ON SITE
16- STORAGE
17-TOOL FACTOR (I Yo OF LINE 3)
18- CLEAN UP (lo/o OF LINE 6)
19- HOISTING / LIFTING
20- RENTAL EQUIPMENT
21 - PERMIT Yo INSPECTION FEES
TOTAL COST--------
Total Jrnymn hrs @----- o
/'OVERHEAD-----
" Forman hrs Q---- SUBTOTAL-----------
" Super'nt hrs Q--- Oo
/ ____________
PROFIT
TOTAL LABOR-------------- C.O. PRICE----------
(ENTER ON LINE 6 ABOVE)
EST. NO: ROUGH TAKEOFF SHEET SHEET NO: OF:
T
EST. NO: FEEDER SCHEDULE SHEET NO: -OF-
JOB: DATE:
EST. NO: FEEDER SCHEDULE SHEET NO: -OF-
JOB: DATE:
 CONTRACTOR NAME: DATE:

PROJECT NAME:

PROJECT LOCATION:

REQUEST FOR INFORMATION (RFI)

TO:

SENDER: TEL#:

SIGNATURE: DATE:

REQUEST FOR INFORMATION (RFI)

1. The RFI is an important tool for both the contractor and others who are involved in the project. Too many times
phone calls and undocumentedconversations lead to major disagreements that may involve large sums of money.
2. The RFI is used to document all questions and/or clarifications sought by the party issuing the RFI, thus avoiding the
possibility of serious consequences.
3. The RFI can be used during the bidding phase as well as the construction phase of the project.
4. The recipient of the RFI is requested to respond to the information sought by the sender.
 CONTRACTOR NAME: DATE:

PROJECT NAME:

PROJECT LOCATION:

REQUEST FOR INFORMATION (RFI)

TO:

SUBJECT

INFORMATION REQUESTED:

SIG NATU RE: DATE:

REQUEST FOR INFORMATION (RFI)

1. The RFI is an important tool for both the contractor and others who are involved in the project. Too many times
phone calls and undocumented conversations lead t o major disagreements that may involve large sums of money.
2 . The RFI is used t o document all questions and/or clarifications sought by the party issuing the RFI, thus avoiding the
possibility of serious consequences.
3. The RFI can be used during the bidding phase as well as the construction phase of the project.
4. The recipient of the RFI is requested t o respond t o the information sought by the sender.
CONTRACTOR NAME:
STREET ADDRESS:
CITY: STATE: ZIP CODE:
LICENSE #: STATE PERMIT #: LOCAL PERMIT #:
PHONE #: FAX #: EMAIL:

WORK AUTHORIZATION FORM

This authorization is accompanied by the Time and Material Sheet(s) that will be filled out
at the completion of each day that work is performed. The accompanying Time and Material
Sheet(s) are to be approved on a daily basis by the authorizing party. At the completion of
the authorized work, the contractor will issue an invoice for the work at the authorized hourly
rate of charge and the material cost plus the authorized percentages for overhead and profit.

This is your authorization to perform the following work:

Work to be performed:

Hourly Rate per Worker: Superintendent $ Foreman $ Journeyman $

Other worker as applicable $

Percentages for overhead: % Profit: % (plus applicable taxes)

Authorized By:
Address:
Phone #:

Signature: Date:
SEE BACK FOR ADDITIONAL CONDITIONS
WORK AUTHORIZATION FORM (BACK)
1. This form is required to be filled out completely by the contractor's foreman prior t o any work being performed.
2 . This work authorization form will be accompanied by daily time and material sheets.
3. By authorizing the work to be performed, which is described on the front of this sheet, the authorizing authority
agrees to all the conditions set forth herein.
4. The hourly rate of charge is "portal to portal," per worker, per hour for performing the work described on the front
of this sheet.
5 . The percentages as shown on the front of this sheet will apply for all of the materials necessary to perform the work
as indicated and authorized on the front of this sheet. (Applicable taxes will be added as required.)
6. The percentages as shown on the front of this sheet will also apply for materials that need t o be ordered from a sup-
ply company in order to complete the work as described on the front of this sheet.
7. The percentages as shown on the front of this sheet do not apply t o the hourly rate of charge for workers.
8. A copy of this authorization will accompany the contractor's invoice for payment a t the completion of the work.
NOTE: If the work extends beyond 30 days from the time the authorization t o begin the work is received, the con-
tractor may issue a partial invoice for the work completed within those 30 days.
9. This form should be filled out in triplicate: original and one copy for the contractor, and a third copy for the customer.
CONTRACTOR NAME:
STREET ADDRESS:
CITY: STATE: ZIP CODE:
LICENSE #: STATE PERMIT #: LOCAL PERMIT #:
PHONE #: FAX #: EMAIL:

WORK AUTHORIZATION FORM

This authorization is accompanied by the Time and Material Sheet(s) that will be filled out
at the completion of each day that work is performed. The accompanying Time and Material
Sheet(s) are to be approved on a daily basis by the authorizing party. At the completion of
the authorized work, the contractor will issue an invoice for the work at the authorized hourly
rate of charge and the material cost plus the authorized percentages for overhead and profit.

This is your authorization to perform the following work:

Work to be performed:

Hourly Rate per Worker: Superintendent $ Foreman $ Journeyman $

Other worker as applicable $

Percentages for overhead: % Profit: % (plus applicable taxes)

Authorized By:
Address:
Phone #:

Signature: Date:
SEE BACK FOR ADDITIONAL CONDITIONS
WORK AUTHORIZATION FORM (BACK)
1. This form is required to be filled out completely by the contractor's foreman prior to any work being performed.
2 . This work authorization form will be accompanied by daily time and material sheets.
3. By authorizing the work to be performed, which is described on the front of this sheet, the authorizing authority
agrees to all the conditions set forth herein.
4. The hourly rate of charge is "portal to portal," per worker, per hour for performing the work described on the front
of this sheet.
5 . The percentages as shown on the front of this sheet will apply for all of the materials necessary t o perform the work
as indicated and authorized on the front of this sheet. (Applicable taxes will be added as required.)
6. The percentages as shown on the front of this sheet will also apply for materials that need to be ordered from a sup-
ply company in order to complete the work as described on the front of this sheet.
7. The percentages as shown on the front of this sheet do not apply to the hourly rate of charge for workers.
8. A copy of this authorization will accompany the contractor's invoice for payment a t the completion of the work.
NOTE: If the work extends beyond 30 days from the time the authorization to begin the work is received, the con-
tractor may issue a partial invoice for the work completed within those 30 days.
9. This form should be filled out in triplicate: original and one copy for the contractor, and a third copy for the customer.
 TIME AND MATERIAL WORK ORDER

CONTRACTOR----. LIC# PERMIT#: CUSTOMER

NAME: VAME:
ADDRESS: ADDRESS:

PHONE#: FAX#: PHONE#: FAX#:

I I I I

MATERIAL USED QUANTITY $ PRICE EACH $TOTAL PRICE

I I

I $
TOTAL JOURNEYMAN HOURS Q------ $ PER HR=$ MATERIAL COST $
TOTAL FORMAN HOURS @------------. $ PER HR=$ LABOR COST $
TOTAL SUPERINTENDENT HRS 0------- $ PER HR=$ RENTAL COST $
OTHER HRS 0- $ PER HR=$ TAX $
TOTAL LABOR COST $ TOTAL COST $

WORKER CLASS: S/SUPERINTENDENT F/FORMAN J/JOURNEYMAN

APPROVED BY: DATF, ""'SEE BACK FOR ADDITIONAL CONDITIONS""'
TIME AND MATERIAL WORK ORDER (BACK)
1. The work will not commence until the work authorization form is completed by the party requesting the work t o be
performed. (Refer to the Work Authorization Form.)
2 . This Time and Material Sheet will be filled out on a daily basis by the contractor's workers and approved by the
recipient of these services on a daily basis.
3. This sheet details the labor and materials charges as agreed to in the Work Authorization Form.
4. The contractor will include copies of the Time and Material Sheet and the Work Authorization Form with each
invoice.
5. This form should be filled out in triplicate: original and one copy for the contractor, and a third copy for the customer.
 TIME AND MATERIAL WORK ORDER

CONTRACTOR----- LIC#: PERMITI: CUSTOMER

NAME: VAME:
ADDRESS: ADDRESS:

I -r- I I I

MATERIAL USED QUANTIlY $ PRICE EACH $TOTAL PRICE

$ $

$ $

TOTAL JOURNEYMAN HOURS 0------- $ PER HR=$ MATERIAL COST $

TOTAL FORMAN HOURS O-i---------- -$ PER HR=$ LABOR COST $

TOTAL SUPERINTENDENT HRS @I-------
$ PER HR=$ RENTAL COST $
OTHER HRS 0- $ PER HR=$ TAX $
TOTAL LABOR COST $ TOTAL COST $
WORKER CLASS': S/SUPERINTENDENT F/FORMAN J/JOURNEYMAN
APPROVED BY DATF, ""'SEE BACK FOR ADDITIONAL C O N D I T I O N S
TIME AND MATERIAL WORK ORDER (BACK)
1. The work will not commence until the work authorization form is completed by the party requesting the work to be
performed. (Refer to the Work Authorization Form.)
2. This Time and Material Sheet will be filled out on a daily basis by the contractor's workers and approved by the
recipient of these services on a daily basis.
3. This sheet details the labor and materials charges as agreed to in the Work Authorization Form.
4. The contractor will include copies of the Time and Material Sheet and the Work Authorization Form with each
invoice.
5. This form should be filled out in triplicate: original and one copy for the contractor, and a third copy for the customer.