Step by step instructions on how to read estimates. An example estimate for the installation of a split system

2024 Author: Howard Calhoun | [email protected]. Last modified: 2023-12-17 10:16

Estimate is part of the working documentation. It is necessary for any construction, any work. The estimate determines how much money the construction site needs. How many are needed to complete the job? In the article, we tried to tell how the estimate is filled out, where to get the data for this? What are indices and ratios? What is the estimated cost? It's not as hard as it seems.

How can this article help?

The article will help to understand the question a little. Understand budgeting at an elementary level. Here are only general concepts about the composition of the estimate, examples of estimates for installation. A little about indices and coefficients. Details on the preparation of estimates for construction and installation work are discussed in MDS 81-35. 2001.

Title page

Let's look at how to read estimates using an example. The estimate for the installation of a split system (table in the figure below) contains 13 columns. There are other types of forms that differ in the number of columns. But the principle is similar everywhere and the information in the graphs is similar. The position numbers of the text below correspond to the numbers in the example pictureestimates. An example estimate for installation was compiled for this article and is not tied to any specific object.

1. At the top left is the block - "Agreed". It lists the contractor. The one who does the work. The organization and data of the head are indicated. Here is his signature and seal.

2. At the top right there is a block - "I approve", containing the position, surname, initials and signature of the head of the customer. The “Approve” block is also stamped.

3. The name of the construction site is the place where the work is to be performed. Several parts of work can be combined in one construction site.

4. Estimated number. According to regulatory documents, the following numbering order is adopted:

• the first 2 digits are the number of the section of the consolidated estimate;
• second and third are the line number in his section;
• third and fourth - the number of the estimate in this object estimate.

In the example, the estimate number is not supplied. It is not included in any documentation.

5. Name of the object, works and costs. Description of works indicating the name and address of the object.

6. Base. What was the estimate based on? This may be a defective statement, drawing, terms of reference. Specify, for example, the terms of reference.

7. Estimated cost of work. The amount of the estimate for installation work prescribed in thousands of rubles. The indication of the amount in thousands of rubles is regulated by MDS 81-35.2001.

8. Funds for wages. How much should workers be theoretically paid?

9. Normative labor intensity. Amount of man-hours excludingdowntime required to complete work.

10. Justification of the estimated cost. The estimate of the example is made in current (forecast) prices for the 1st quarter of 2018 (but there is monthly indexation). All prices are recorded in 2001 prices and then converted to current period prices using coefficients. This method is called the base-index method.

Table part of the estimate of an example estimate for the installation of a split system

Estimate header includes columns:

1. Quote number.

2. Code and number of the standard. Indicates in which standards the estimate was drawn up and by what order this regulatory framework operates. In this case, the reference book FER (federal unit building prices) is used. The numbers in the price title mean the numbers: collection - section - pricing table.

3. Name of work, costs and price unit. The work itself is described (in the same way as it is written in the price), the price meter (in this case, 1 split system). Further, in the name of the price, coefficients for positions and position indices are written.

4. Quantity. The quantity is affixed, taking into account the price meter. In this example, this is one split system.

Unit cost (block 1). This block includes the current base price and its elements.

5. Total/ salary.

6. Operation of machines / incl. wages (drivers).

7. Materials.

Total cost (block 2). It is obtained by multiplying the unit cost by the quantity.

8. Total.

9. Paymentlabor.

10. Operation of machines / incl. wages (drivers).

11. Materials.

Labor costs of workers (block 3) not related to machine maintenance, pers. hour.

12. Per unit.

13. Total.

There is also a breakdown of the estimate into sections. There are no strict rules. Break down logically. The section is always summarized.

What do the numbers in the estimate table mean?

The method of drawing up the considered estimate is the basic-index method. The prices in it are indicated at the price level of 2001 and are called base. To convert prices to the current level, the base price is multiplied by the index. Direct prices cannot be immediately converted to the current price level, since there is no index for them. There are indexes for cost elements. The estimate is made in cost elements.

There are four in total:

• wages of workers - WRP;
• machine operation - EM;
• remuneration of machinists - ZPM;
• cost of materials.

Where in the table to look for direct costs:

Where in the table to look for cost elements:

As in the FER 20-06-018-04 standard, cost elements are spelled out. Here you can also see which materials were included in the price, and which remained unaccounted for.

Therefore, in order to find out the real price of the work, you need to multiply the prices of cost elements in 2001 by indices and sum them up. If the "Materials" column is filled in the price, this means that the price unit contains such a quantitymaterials. This can be seen in the example of the price for installing a split system (line No. 1). There are materials that are not included in the price. Then they are called unaccounted for and entered in a separate line (positions 3 to 9 of this estimate).

Estimated ratios

Besides indices, there are coefficients. They are charged on the elements of unit prices. They are indicated in column 3. The coefficients can be different (for wooden structures, for earthworks, for dismantling, for work in winter conditions …). All of them can be found in magazines, collections of prices and in MDS 81-35.2001. The coefficients are charged on the elements of unit prices. They can be both lowering (for example, for dismantling) and increasing (for example, tightness).

Estimate results

At the end of the estimate, all costs are summed up. In this option for filling out the estimate, the line of costs in 2001 prices comes first. Then a line with current prices, where all price indexes are taken into account. Then comes the column - "Labor".

The next two lines:

• SP (estimated profit).
• HP (overhead).

The coefficients for them are indicated in the prices. You can learn more about the calculation of the joint venture from MDS 81-25.2001, and about the calculation of HP - from MDS 81-33.2004.

Next comes the results of the estimate. "Total" is summed up.

After the "Total" section is broken down into cost elements.

Contingency accrual in progress.

If there are sections in the estimate, then the totals of the estimates are made up of the totals of the sections.

At the end put andsignatures are decrypted:

Compiled by (engineer full name).

Checked (engineer full name).