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CREDIBLE COST ESTIMATES

CE CLASSIFICATION
COST ESTIMATING PROCESS
12 STEPS
CE CHALLENGES


CE UNCERTAINTY
FUNDING PROFILES
COST ANALYSIS CONCEPTS
ASSESS TEAM CHECKLIST
BASELINE ELEMENTS
BASELINE DESCRIPTION
COMMON ELEMENTS IN A
WBS
WBS CHECKLIST
GROUND RULES & ASSUMP.
CHECKLIST
DATA SOURCES
DATA BEST PRACTICES
CE METHODS COMPARED
CE METHODS SAMPLES
LEARNING CURVE
POINT ESTIMATED CHECKLIST
SENSITIVITY ANALYSIS
SENSITIVITY ANALYSIS
SAMPLE
UNCERTAINTY
ELECTRICAL SERVICES
COST, RISK & UNCERTAINTY
POTENTIAL UNCERTAINTY
RISK SCORING MATRIX
ROLLING DICE PROBABILITY
HIGH CLASS CE MAPPED
CE ACCURACY CHECK
8 TYPES OF CE REVIEWS
CE VALIDATION CHECKLIST
COST ESTIMATING
DOCUMENTATION
WHAT TO INCLUDE IN CE DOC
CE PRESENTATION
CE INTEGRATION WITH
SYSTEMS & RISK
INTEGRATING EVM & RISK
MANAGEMENT
TRACKING EARNED VALUE
KEY BENEFITS OF EVM
CONCERNS ABOUT EVM
ANSI GUIDELINE FOR EVM
WBS COST, SCHEDULE, TI
INTEGRATION
ID RESPONSIBILITY @
CONTROL ACCOUNT
EV METRICS
EV & % COMPLETION METHOD
GENESIS OF PERFORMANCE
METRICS
STRUCTURED CONTRACT
PAYMENTS
EVM ACCEPTANCE PROCESS
MANAGING COSTS BEST
PRACTICE
IBR DISCUSSION TEMPLATE
EVM OVERALL VIEW
CONTRACT PERFORMANCE
REPORT ELEMENTS
EVM PERFORMANCE INDEXES
EXECUTION OF PROGRAM
COST
ANSI ON CHANGES TO EVM
SURVEILLANCE SELECTION
MATRIX
COMMON INDICATORS OF
POOR PERFORMANCE
STEPS ASSOCIATED WITH
OVERTARGET BUDGETS
TAKE OFF FORM
OVERHEAD RECAP FORM
PAINTING CE FORM
RESIDENTIAL COST
ESTIMATING
STANDARD SUBCONTRACT
JOB SCHEDULE FORM
WBS FORM
MASTER COST CODE SYSTEM
MATERIAL CONTROL
COMMUNICATIONS PLAN
Credible Cost Estimates Characteristics
Cost Engineers Association Cost Estimates Classification
Cost Estimating Process
12 Steps to High Quality Cost Estimates
Cost Estimating Challenges


COST ESTIMATING ADVICE MANUAL
SPREADSHEETS DESCRIPTION
Cost Estimate Uncertainty Cone
Typical Acquisition Capital Funding Profiles
Cost Analysis Concepts
Cost Assessment Team Checklist
Typical Technical Baseline Elements
Technical Baseline Description Checklist
Common Elements in a Work Breakdown Structure
WBS Checklist Best Practice
Ground Rules and Assumptions Checklist Best Practice
Data Sources
Data Best Practices Checklist
Cost Estimating Methods Compared
Cost Estimating Methods Samples
Learning Curve
Point Estimate Checklist
Sensitivity Analysis Checklist
Sensitivity Analysis Sample
Cost Estimates Uncertainty during the Project Life Cycle
Cumulative Probability
Cost, Risk and Uncertainty Checklist
Potential Sources of Cost Estimate Uncertainties
Risk Scoring Matrix
Rolling Dice Probability Distribution
High Class Cost Estimates Mapped Against Characteristics
Cost Estimates Accuracy Check
Eight Types of Cost Estimates Reviews
Cost Estimate Validation Checklist
Cost Estimating Documentation
What is included in the Cost Estimate Documentation
Presenting the Cost Estimate to Management
Integrating Cost Estimates with Systems and Risk
Integrating EVM and Risk Management
Tracking Earned Value
Key Benefits of EVM
Concerns about EVM
ANSI Guidelines for EVM
WBS Integration of Cost, Schedule and Technical Information
Identifying Responsibility for Managing Work at the Control Account
Typical Methods for Measuring EV Performance
Earned Value Using the Percentage Completion Method
The Genesis of Performance Measurement Baseline
Structured Contract Payments
EVM Acceptance Process
Managing Costs Checklist Best Practice
Integrated Baseline Review Account Manager Discussion Template
EVM Overall View
Contract Performance Report Data Elements
EVM Performance Indexes
Execution of Program Cost Checklist Best Practice
ANSI Guidelines for Incorporating Changes to EVM
A Program Surveillance Selection Matrix
Common Indicators of Poor Program Performance
Steps Typically Associated with Implementing an Over target Budget
Estimate Quantities Take off Sheet Form
Overhead Recap Form
Painting Cost Estimate Form
Residential Cost Estimating Form
Standard Subcontract Form
Job Schedule form
Work Breakdown Structure Form
Master Cost Code System
Material Requisition Control Form
Communication Plan Form
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BASIC CHARACTERISTICS OF CREDIBLE COST ESTIMATES
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TWELVE STEPS OF A HIGH-QUALITY COST ESTIMATING PROCESS
TWELVE STEPS OF A HIGH-QUALITY COST ESTIMATING PROCESS
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COST ASSESSMENT TEAM BEST PRACTICE CHECKLIST
COST ASSESSMENT TEAM BEST PRACTICE CHECKLIST RETURN
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TECHNICAL BASELINE DESCRIPTION CHECKLIST BEST PRACTICE
TECHNICAL BASELINE DESCRIPTION CHECKLIST BEST PRACTICE RETURN
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WBS CHECKLIST BEST PRACTICE
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GROUND RULES AND ASSUMPTIONS BEST PRACTICES CHECKLIST
GROUND RULES AND ASSUMPTIONS BEST PRACTICES CHECKLIST RETURN
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DATA BEST PRACTICE CHECKLIST
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LEARNING CURVE
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DEVELOPING A POINT ESTIMATE CHECKLIST
DEVELOPING A POINT ESTIMATE CHECKLIST
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SENSITIVITY ANALYSIS CHECKLIST BEST PRACTICE
SENSITIVITY ANALYSIS CHECKLIST BEST PRACTICE RETURN
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COST RISK AND UNCERTAINTY CHECKLIST BEST PRACTICE
COST RISK AND UNCERTAINTY CHECKLIST BEST PRACTICE RETURN
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VALIDATE COST ESTIMATE CHECKLIST BEST PRACTICE
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COST ESTIMATE DOCUMENTATION
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PRESENTING A COST ESTIMATE TO MANAGEMENT - BEST PRACTICE
PRESENTING A COST ESTIMATE TO MANAGEMENT - BEST PRACTICE
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MANAGING COST CHECKLIST BEST PRACTICE
MANAGING COST CHECKLIST BEST PRACTICE RETURN
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EXECUTION OF PROGRAM COSTS CHECKLIST BEST PRACTICE
EXECUTION OF PROGRAM COSTS CHECKLIST BEST PRACTICE
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Take-off Sheet
Customer: Job #:
Dimension
L H W Qty.
Totals
Description Qty. Unit
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Take-off Sheet
Date:
Total Labor Man- Total Equip. Total
matl. rate hours labor cost equip.
SUB Cost Total
Overhead Recap Form
Last Chg
Description 12 mo. + or - Projected
Accounting
Collections
Advertising
Amortization
Bad debts
Depreciation
Donations
Dues and subscriptions
Entertainment
Equipment (indirect)
Fuel
Maintenance
Rental
Repairs
Small tools
Insurance
Liability
Property
Interest
Legal
Licenses and fees, business
Miscellaneous
Totals
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Overhead Recap Form
Last Chg
Description 12 mo. + or - Projected
Office expenses
Building maintenance
Equipment repairs
Postage
Printing
Rent
Security
Supplies
Telephone
Utilities
Personnel (indirect)
Payroll
Pensions
Profit sharing
Union dues
Taxes
Payroll (indirect)
Property
Travel
Vehicles
Fuel
Insurance
Registration
Repair and maintenance
Totals
Date
Customer
Address
City/State/Zip
Phone
Estimated by
Operation Material
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Operation Material
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Operation
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Operation Description
SetUp
Remove/Replace
Protection
TouchUp is applied as a percentage of the total costs.
CleanUp
Equipment Costs
Equipment Rental
description days
Subcontractor Costs
Trade
Pavement marking $
Sandblasting $
Scaffolding $
Wallcovering $
Waterblasting $
Other -- $
Other -- $
Other -- $
Total Subcontractor Costs $
Painting Estimate Form
Due date
Job name
Job location
Estimate #
Total square feet
Checked by
Interior Costs
Application Dimensions Quantity
method SF/LF/Each
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
Total Interior Costs (includes overhead and profit)
Exterior Costs
Application Dimensions Quantity
method SF/LF/Each
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
Total Exterior Costs (includes overhead and profit)
Preparation Costs
Quantity
Dimensions SF/LF/Each
x
x
x
x
x
x
x
x
x
x
Total Preparation Costs (includes overhead and profit)
SURRPTUCU Costs
Labor Labor cost
Description hours (AT $_____)
Equipment Costs
Daily Total Supervision ____
cost cost Setup
$ Remove/replace
$ Protection
$ Cleanup
$ Equipment
$ Subcontrcats
$ Commissions
Total Equipment Costs $ Other costs
Overhead (__%)
Profit (__%)
Preparation
Bid amount Interior total
Exterior total
Touchup (__%)
Contingency (__%)
Total base bid
Adjustment (__%)
Final bid total
Price per SF
Total Subcontractor Costs $ Price per room
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Unit cost Total
cost
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
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= $
= $
= $
= $
= $
= $
Total Interior Costs (includes overhead and profit) = $
Unit cost Total
cost
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
Total Exterior Costs (includes overhead and profit) = $
Unit Total
cost cost
= $
= $
= $
= $
= $
= $
= $
= $
= $
= $
Total Preparation Costs (includes overhead and profit) = $
Material
cost Totals
= $
= $
= $
= $
Extensions
Supervision ____
Remove/replace
Protection
Equipment
Subcontrcats
Commissions
Other costs
Subtotal
Overhead (__%)
Profit (__%)
Subtotal
Preparation
Interior total
Exterior total
Subtotal
Touchup (__%)
Contingency (__%)
Total base bid
Adjustment (__%)
Final bid total
Price per SF
Price per room
Residential Estimate Summary
Owner Contractor
Property address Address
Estimate by Telephone number
Legal description Net Bldg. Fund
No. Item Qty Unit Material
1 Excavation
2 Trenching
3 Concrete rough
4 Concrete finish
5 Asphalt paving
6 Rough lumber
7 Finish lumber
8 Door frames
9 Windows and glass
10 Fireplace
11 Masonry
12 Roof
13 Plumbing
14 Heating
15 Electric wiring
16 Electric fixtures
17 Rough carpentry
18 Finish carpentry
19 Lath and plaster
20 Drywall
21 Garage door
22 Doors
23 Painting
24 Cabinets
25 Hardwood floors
26 Ceramic tile
27 Formica
28 Hardware
29 Linoleum
30 Asphalt tile
31 Range and oven
32 Insulation
33 Shower door
34 Temperature facilities
35 Miscellaneous
36 Cleanup
37 Carpet
38 Gutters and downspouts
39 Septic tank
40 Sewer connection
41 Overhead
42 Supervision
43 Water meter
44 Building permit
45 Plan and specifications
46
47 Total cost
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Residential Estimate Summary
Telephone number
Loan Number
Labor Subcontract Total Actual cost
Standard Form Subcontract
Subcontract No. ____________
This Agreement, made and entered into at ___________ this __________ day of _________ 19 ______ by and between
___________________________ hereinafter called Contractor, with principal office at _________________________,
___________________ and ____________________________________________ hereinafter called a Subcontractor.
Recitals
On or about the ________________ day of _______________, 19 _____, Contractor entered into a prime contract with
____________________________________________________________ hereinafter called Owner, whose address is
____________________________________________________________________________________to perform
the following construction work: _________________________________________________________________
. Said work to
be performed in accordance with the prime contract and the plans and specifications. Said plans and specifications
have been prepared by or on behalf of _______________________________________________________, Architect.
Section 1 - Entire Contract
Subcontractor certifies and agrees that he is fully familiar with all of the terms, conditions and obligations of the Con-
tract Documents, as hereinafter defined, the location of the job site, and the conditions under which the work is to be
performed, and that he enters into this Agreement based upon his investigation of all such matters and is in no way re-
lying upon any opinions or representations of Contractor. It is agreed that this Agreement represents the entire agree-
ment. It is further agreed that the Contract Documents are incorporated in this Agreement by this reference, with the
same force and effect as if the same were set forth at length therein, and that Subcontractor and his subcontractors will
be and are bound by any and all of said Contract Documents insofar as they relate in any part or in any way, directly or in-
directly to the work covered by this Agreement. Subcontractor agrees to be bound to Contractor in the same manner
and to the same extent as Contractor is bound to Owner under the Contract Documents, to the extent of the work pro-
vided for this Agreement, and that where, in the Contract Documents, reference is made to Contractor and the work
or specification therein pertains to Subcontractor's trade, craft, type of work, then such work or specification shall be
interpreted to apply to Subcontractor instead of Contractor. The phrase "Contract Documents" is defined to
mean and include:
Section 2 - Scope
Subcontractor agrees to furnish all labor, services, materials, installation, cartage, hoisting, supplies, insurance,
equipment, scaffolding, tools and other facilities of every kind and description required for the prompt and efficient
execution of the work described herein and to perform the work necessary or incidental to complete
for the project in strict accordance with the Contract Documents and as more particularly, though not exclusively,
specified in:
Section 3 - Contract Price
Contractor agrees to pay Subcontractor for the strict performance of his work, the sum of:
_____________________________________________________________ ( ________________________), subject to
additions and deductions for changes in the work as may be agreed upon, and to make payment in accordance with the
Payment Schedule, Section 4.
Section 4 - Payment Schedule
Contractor agrees to pay Subcontractor in monthly payments of ________________ % of labor and materials which have
been placed in position and for which payment has been made by Owner to Contractor. The remaining __________ %
shall be retained by Contractor until he receives final payment from Owner, but not less than thirty-five days after the
entire work required by the prime contract has been fully completed in conformity with the Contract Documents and has
been delivered and accepted by the Owner, Architect and Contractor. Subject to the provisions of the next sentence,
Page 1 of 2
the retained percentage shall be paid Subcontractor promptly after Contractor receives his final payment
from Owner. Subcontractor agrees to furnish, if and when required by Contractor, payroll affidavits, receipts, vouchers,
release of claims for labor, material and subcontractors performing work or furnishing materials under this Agreement,
all in form satisfactory to Contractor, and it is agreed that no payment hereunder shall be made, except at Contractor's
option, until and unless such payroll affidavits, receipts, vouchers or releases; or any or all of them, have been furnished.
And payment made hereunder prior to completion and acceptance of the work, as referred to above, shall not be
construed as evidence of acceptance of any part of Subcontractor's work.
Section 5 - General Provisions
1. Subcontractor agrees to begin work as soon as instructed by the Contractor, and shall carry on said work promptly,
efficiently and at a speed that will not cause delay in the progress of the Contractor's work or work of other subcon-
tractors. If, in the opinion of the Contractor, the Subcontractor falls behind in the progress of the work, the Contractor
may direct the Subcontractor to take such steps as the Contractor deems necessary to improve the rate of progress,
including, without limitation, requiring the Subcontractor to increase the number of shifts, personnel, overtime operations,
days of work, equipment, or other remedies and to submit to Contractor for Contractor's approval an outline schedule
demonstrating the manner in which the required rate of progress will be regained, without additional cost to the Contractor.
Contractor may require Subcontractor to prosecute, in preference to other parts of the work,
such part or parts of the work as Contractor may specify.
The Subcontractor shall complete the work as required by the progress schedule prepared by the Contractor, which may
be amended from time to time. The progress schedule may be reviewed in the office of the Contractor and sequence of
construction will be as directed by the Contractor.
The Subcontractor agrees to have an acceptable representative (an officer of Subcontractor if requested by the
Contractor) present at all job meetings and to submit weekly progress reports in writing if requested by the Contractor.
Any job progress schedules are hereby made part of and incorporated herein by reference.
2. Reserved Gate Usage
Subcontractor shall notify in writing, and assign its employees, material men and suppliers, to such gates or entrances
as may be established for their use by Contractor and in accordance with such conditions and at such times as may be im-
posed by Contractor. Strict compliance with Contractor's gate usage procedures shall be required by the Subcontractor
who shall be responsible for such gate usage by its employees, material men, suppliers, subcontractors, and their material
men and suppliers.
3. Staggered Days and Hours of Work and for Deliveries
Subcontractor shall schedule the work and the presence of its employees at the jobsite and any deliveries of supplies or
materials by its material men and suppliers to the jobsite on such days, and at such times and during such hours, as may be
directed by Contractor. Subcontractor shall assume responsibility for such schedule compliance not only for its employees
but for all its material men, suppliers and subcontractors, and their material men and suppliers.
Section 6 - Special Provisions
Contractors are required by law to be licensed and regulated by the Contractors' State License Board. Any questions
concerning a contractor may be referred to the registrar of the board.
In Witness Whereof: The parties hereto have executed this Agreement for themselves, their heirs, executors, suc-
cessors, administrators, and assignees on the day and year first above written.
Subcontractor Contractor
By By
Name Title Name Title
Corporation Partnership Proprietorship
Contractor's State License No._________ Contractor's State License No._________
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Subcontract No. ____________
This Agreement, made and entered into at ___________ this __________ day of _________ 19 ______ by and between
___________________________ hereinafter called Contractor, with principal office at _________________________,
___________________ and ____________________________________________ hereinafter called a Subcontractor.
On or about the ________________ day of _______________, 19 _____, Contractor entered into a prime contract with
____________________________________________________________ hereinafter called Owner, whose address is
____________________________________________________________________________________to perform
the following construction work: _________________________________________________________________
. Said work to
be performed in accordance with the prime contract and the plans and specifications. Said plans and specifications
have been prepared by or on behalf of _______________________________________________________, Architect.
Subcontractor certifies and agrees that he is fully familiar with all of the terms, conditions and obligations of the Con-
tract Documents, as hereinafter defined, the location of the job site, and the conditions under which the work is to be
performed, and that he enters into this Agreement based upon his investigation of all such matters and is in no way re-
lying upon any opinions or representations of Contractor. It is agreed that this Agreement represents the entire agree-
ment. It is further agreed that the Contract Documents are incorporated in this Agreement by this reference, with the
same force and effect as if the same were set forth at length therein, and that Subcontractor and his subcontractors will
be and are bound by any and all of said Contract Documents insofar as they relate in any part or in any way, directly or in-
directly to the work covered by this Agreement. Subcontractor agrees to be bound to Contractor in the same manner
and to the same extent as Contractor is bound to Owner under the Contract Documents, to the extent of the work pro-
vided for this Agreement, and that where, in the Contract Documents, reference is made to Contractor and the work
or specification therein pertains to Subcontractor's trade, craft, type of work, then such work or specification shall be
interpreted to apply to Subcontractor instead of Contractor. The phrase "Contract Documents" is defined to
Subcontractor agrees to furnish all labor, services, materials, installation, cartage, hoisting, supplies, insurance,
equipment, scaffolding, tools and other facilities of every kind and description required for the prompt and efficient
execution of the work described herein and to perform the work necessary or incidental to complete
for the project in strict accordance with the Contract Documents and as more particularly, though not exclusively,
_____________________________________________________________ ( ________________________), subject to
additions and deductions for changes in the work as may be agreed upon, and to make payment in accordance with the
Contractor agrees to pay Subcontractor in monthly payments of ________________ % of labor and materials which have
been placed in position and for which payment has been made by Owner to Contractor. The remaining __________ %
shall be retained by Contractor until he receives final payment from Owner, but not less than thirty-five days after the
entire work required by the prime contract has been fully completed in conformity with the Contract Documents and has
been delivered and accepted by the Owner, Architect and Contractor. Subject to the provisions of the next sentence,
the retained percentage shall be paid Subcontractor promptly after Contractor receives his final payment
from Owner. Subcontractor agrees to furnish, if and when required by Contractor, payroll affidavits, receipts, vouchers,
release of claims for labor, material and subcontractors performing work or furnishing materials under this Agreement,
all in form satisfactory to Contractor, and it is agreed that no payment hereunder shall be made, except at Contractor's
option, until and unless such payroll affidavits, receipts, vouchers or releases; or any or all of them, have been furnished.
And payment made hereunder prior to completion and acceptance of the work, as referred to above, shall not be
1. Subcontractor agrees to begin work as soon as instructed by the Contractor, and shall carry on said work promptly,
efficiently and at a speed that will not cause delay in the progress of the Contractor's work or work of other subcon-
tractors. If, in the opinion of the Contractor, the Subcontractor falls behind in the progress of the work, the Contractor
may direct the Subcontractor to take such steps as the Contractor deems necessary to improve the rate of progress,
including, without limitation, requiring the Subcontractor to increase the number of shifts, personnel, overtime operations,
days of work, equipment, or other remedies and to submit to Contractor for Contractor's approval an outline schedule
demonstrating the manner in which the required rate of progress will be regained, without additional cost to the Contractor.
Contractor may require Subcontractor to prosecute, in preference to other parts of the work,
The Subcontractor shall complete the work as required by the progress schedule prepared by the Contractor, which may
be amended from time to time. The progress schedule may be reviewed in the office of the Contractor and sequence of
The Subcontractor agrees to have an acceptable representative (an officer of Subcontractor if requested by the
Contractor) present at all job meetings and to submit weekly progress reports in writing if requested by the Contractor.
Any job progress schedules are hereby made part of and incorporated herein by reference.
Subcontractor shall notify in writing, and assign its employees, material men and suppliers, to such gates or entrances
as may be established for their use by Contractor and in accordance with such conditions and at such times as may be im-
posed by Contractor. Strict compliance with Contractor's gate usage procedures shall be required by the Subcontractor
who shall be responsible for such gate usage by its employees, material men, suppliers, subcontractors, and their material
Subcontractor shall schedule the work and the presence of its employees at the jobsite and any deliveries of supplies or
materials by its material men and suppliers to the jobsite on such days, and at such times and during such hours, as may be
directed by Contractor. Subcontractor shall assume responsibility for such schedule compliance not only for its employees
but for all its material men, suppliers and subcontractors, and their material men and suppliers.
Contractors are required by law to be licensed and regulated by the Contractors' State License Board. Any questions
In Witness Whereof: The parties hereto have executed this Agreement for themselves, their heirs, executors, suc-
Name Title
Contractor's State License No._________
Job Schedule
Contract number:
Event 1 2 3 4 5 6
RETURN
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Job Schedule
Job foreman:
Production date (Elapsed time by week)
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25 26 27 28 29 30
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Project artifacts
Work Breakdown Structure
Project
Project manager
Project # RETURN
Sponsor
Updated
Info!A1
Start Date
Planned
Completion
Estimate to
Completion
Actual
Completion
Resource
Work Breakdown Structure
CLASS LIST STATUS
100 Land/Property Acquisition None
110 Acquisition Expenses None
150 Development Costs None
160 Lot Mowing/Maintenance None
170 Carrying Costs - Loan Interest None
180 Carrying Costs - Property Taxes None
190 Carrying Costs - HOA Fees None
CLASS LIST STATUS
200 Site Surveys L-M-S-R
201 Property Inspections L-M-S-R
202 Soils Exploration L-M-S-R
205 Design Costs L-M-S-R
206 Engineering Fees L-M-S-R
207 Estimating Costs L-M-S-R
210 Construction Financing None
220 Project Insurance None
221 Builders Risk Insurance None
230 Building Permits/Fees None
231 Radon Gas Fee None
232 Arborist Fee None
233 Inspector Training Fee None
238 Other Permit Fees None
239 Reinspections None
240 Utility Deposits None
241 Water Connection Fee None
242 Sewer Connection Fee None
245 Utility Service Fee None
250 Impact Fees None
251 City Impact Fee None
252 Road Impact Fee None
253 Sewer Impact Fee None
DIVISION 200 PRE-CONSTRUCTION
MASTERCODE COST CODE SYSTEM
GENERAL NOTES
1. L-M-S-RLabor - Material - Subcontract - Rental.(Category II)
2. Labor = Payroll Labor and Subcontract Labor (optional).(Category I)
3. Materials = Material only, including delivery and taxes.(Category I)
4. Subcontract = Labor & Material Subcontracts and Subcontract Labor (optional). (Category I)
5. Rental = Rental only, including delivery and taxes.(Category I)
6. None = Not Classified / Unclassified / No Class Assigned
7. N/A = Not Applicable
8. List Status = Account status in the Template File when 1st installed.(may be changed by user)
DIVISION 100 LAND & PROPERTY
254 Water Impact Fee None
255 School Impact Fee None
256 Police/Fire/Rescue Impact Fee None
257 Drainage Impact Fee None
258 Parks/Recreation/Library Imp Fee None
259 Solid Waste Impact Fee None
260 Field Office/Storage L-M-S-R
261 Job Signs L-M-S-R
262 Site Security & Safety L-M-S-R
265 Temporary Fencing L-M-S-R
266 Temporary Storage L-M-S-R
270 Temporary Utilities L-M-S-R
271 Temporary Electric L-M-S-R
272 Temporary Water L-M-S-R
273 Temporary Phone L-M-S-R
274 Temporary Gas Service L-M-S-R
275 Temporary Toilets L-M-S-R
280 Demolition L-M-S-R
281 Demolition Materials* Material
282 Demolition Labor* Labor
283 Demolition Equipment Rental Rental
284 Saw Cutting L-M-S-R
285 Demolition Hauling / Dump Fees L-M-S-R
286 Existing Finish Protection L-M-S-R
288 Oil Tank Removal L-M-S-R
289 HazMat Removal L-M-S-R
290 Site Clearing L-M-S-R
291 Site Clearing Materials L-M-S-R
292 Site Clearing Labor L-M-S-R
293 Site Clearing Equip Rental L-M-S-R
295 Tree Trim & Removal L-M-S-R
296 Erosion Control L-M-S-R
CLASS LIST STATUS
300 Excavating & Grading L-M-S-R
301 Excavation Blasting L-M-S-R
302 Dirt Hauling & Dumping L-M-S-R
303 Shoring & Pilings L-M-S-R
304 Soil Stabilization L-M-S-R
305 Fill Dirt / Gravel Material
306 Compaction L-M-S-R
307 Compaction Testing L-M-S-R
308 Soil Treatment/Pest Control L-M-S-R
309 Radon Gas Abatement L-M-S-R
310 Concrete Form/Prep L-M-S-R
311 Concrete Form/Prep Materials* Material
312 Concrete Form/Prep Labor* Labor
315 Concrete Reinforcing L-M-S-R
DIVISION 300 STRUCTURAL
316 Concrete Reinforcing Materials* Material
317 Concrete Reinforcing Labor* Labor
320 Concrete Work Contract
321 Concrete TruckMix Material
322 Concrete Labor* Labor
323 Concrete Equip Rental* Rental
324 Concrete Crane Rental L-M-S-R
325 Concrete Pumping L-M-S-R
326 Concrete Precast L-M-S-R
327 Concrete Special Finishes L-M-S-R
329 Concrete Testing L-M-S-R
330 Concrete Structures L-M-S-R
331 Concrete Footers L-M-S-R
332 Concrete Foundations L-M-S-R
333 Concrete Columns
334 Concrete Decks L-M-S-R
335 Concrete Monolithic Slabs L-M-S-R
336 Concrete Floor Slabs L-M-S-R
337 Concrete Walls L-M-S-R
338 Concrete Tilt Up L-M-S-R
340 Masonry Contract
341 Masonry Materials* Material
342 Masonry Labor* Labor
343 Masonry Equip Rental* Rental
344 Masonry Scaffolding L-M-S-R
345 Parging L-M-S-R
348 Foundation Waterproofing L-M-S-R
349 Foundation Drainage/Sump L-M-S-R
350 Masonry Structures L-M-S-R
351 Masonry Foundation Walls L-M-S-R
352 Masonry Retaining Walls L-M-S-R
353 Masonry Walls L-M-S-R
354 Masonry Columns L-M-S-R
355 Masonry Chimney L-M-S-R
356 Masonry Modifications L-M-S-R
360 Structural Steel L-M-S-R
361 Structural Steel Materials* Material
362 Structural Steel Labor* Labor
364 Structural Steel Crane L-M-S-R
365 Steel - Shop Fabrications L-M-S-R
366 Steel - Field Welding L-M-S-R
370 Steel Structures L-M-S-R
377 Steel/Metal Stairs L-M-S-R
380 Rough Carpentry Contract
381 Rough Carpentry Materials* Material
382 Rough Carpentry Labor* Labor
383 Rough Carpentry Tool Rental* Rental
384 Rough Carpentry Crane L-M-S-R
385 Special Wood Beams Material
386 Structural Hardware Material
387 Floor Trusses Material
388 Roof Trusses Material
390 Rough Carpentry Structures L-M-S-R
391 Wood Beams & Girders L-M-S-R
392 Floor Framing L-M-S-R
393 Exterior Wall Framing L-M-S-R
394 Roof Framing L-M-S-R
395 Interior Partitions & Blocking L-M-S-R
396 Wall Furring L-M-S-R
397 Stair/Landing Framing L-M-S-R
CLASS LIST STATUS
400 Roofing L-M-S-R
401 Roofing Materials* Material
402 Roofing Labor* Labor
403 Roofing Equip Rental* Rental
404 Asphalt Shingle Roofing L-M-S-R
405 Concrete/Clay Tile L-M-S-R
406 Slate Roofing L-M-S-R
407 Cedar Shake Roofing L-M-S-R
408 Metal Roofing L-M-S-R
409 Membrane/Built-up Roofing L-M-S-R
410 Exterior Swing Doors L-M-S-R
411 Sliding Glass Doors L-M-S-R
413 Basement Doors L-M-S-R
414 Special Doors L-M-S-R
415 Garage Doors L-M-S-R
416 Garage Door Opener L-M-S-R
419 Access Panels L-M-S-R
420 Windows L-M-S-R
421 Greenhouse Windows L-M-S-R
422 Glazing L-M-S-R
423 Stained/Etched Glass L-M-S-R
424 Entrances/Storefront L-M-S-R
425 Glass Block Windows L-M-S-R
429 Skylights/Roof Windows L-M-S-R
430 Building Wrap L-M-S-R
431 Exterior Millwork L-M-S-R
432 Molded Foam Trim L-M-S-R
435 Wood Siding & Trim L-M-S-R
436 Wood Siding & Trim Materials* Material
437 Wood Siding & Trim Labor* Labor
440 Face Brick L-M-S-R
441 Face Brick Materials* Material
442 Face Brick Labor* Labor
DIVISION 400 EXTERIOR FINISHES
444 Brick Tuckpointing L-M-S-R
445 Stonework L-M-S-R
446 Stonework Materials* Material
447 Stonework Labor* Labor
449 Precast Ornamental Concrete L-M-S-R
450 Stucco L-M-S-R
451 Stucco Materials* Material
452 Stucco Labor* Labor
455 Textured Coatings L-M-S-R
456 Water & Damproofing L-M-S-R
457 Special Caulking L-M-S-R
460 Exterior Painting L-M-S-R
461 Exterior Painting Materials* Material
462 Exterior Painting Labor* Labor
465 Spraytech Coatings L-M-S-R
470 Aluminum Siding L-M-S-R
471 Alum Soffit & Fascia L-M-S-R
475 Aluminum Railings L-M-S-R
476 Aluminum Screen Doors L-M-S-R
479 Gutters & Downspouts L-M-S-R
480 Vinyl Siding L-M-S-R
481 Vinyl Soffit & Fascia L-M-S-R
485 Shutters L-M-S-R
489 Awnings L-M-S-R
490 Ornamental Iron L-M-S-R
491 Chimney Cap L-M-S-R
CLASS LIST STATUS
500 Insulation L-M-S-R
504 Fireproofing L-M-S-R
505 Metal Stud L-M-S-R
506 Metal Stud Materials* Material
507 Metal Stud Labor* Labor
509 Soundproofing L-M-S-R
510 Drywall L-M-S-R
511 Drywall Materials* Material
512 Drywall Labor* Labor
515 Fiberglass Panels L-M-S-R
516 Lath & Plastering L-M-S-R
517 Ornamental Plaster L-M-S-R
520 Finish Carpentry L-M-S-R
521 Finish Carpentry Materials* Material
522 Finish Carpentry Labor* Labor
525 Interior Doors L-M-S-R
526 Fire Doors L-M-S-R
530 Wood Mouldings L-M-S-R
531 Wood Shelving L-M-S-R
535 Wood Stairs & Rails L-M-S-R
DIVISION 500 INTERIOR FINISHES
536 Attic Stairs L-M-S-R
537 Paneling/Planking L-M-S-R
539 Fireplace Mantle/Trim L-M-S-R
540 Cabinets & Vanities L-M-S-R
541 Cabinetry Materials* L-M-S-R
542 Cabinetry Labor* L-M-S-R
544 Special Millwork L-M-S-R
545 Formica Countertops L-M-S-R
546 Solid Surface Countertops L-M-S-R
547 Stone Countertops L-M-S-R
548 Cultured Marble Tops L-M-S-R
549 Cultured Marble Work L-M-S-R
550 Painting L-M-S-R
551 Painting Materials* Material
552 Painting Labor* Labor
554 Faux Finishes L-M-S-R
555 Wallpaper L-M-S-R
556 Wallpaper Materials* Material
557 Wallpaper Labor* Labor
560 Suspended Ceilings L-M-S-R
561 Suspended Ceiling Materials* Material
562 Suspended Ceiling Labor* Labor
565 Acoustical Ceilings L-M-S-R
566 Metal Ceilings L-M-S-R
569 Illuminated Ceilings L-M-S-R
570 Ceramic Tile L-M-S-R
571 Ceramic Tile Materials* Material
572 Ceramic Tile Labor* Labor
574 Tile Counters L-M-S-R
575 Glass Block L-M-S-R
578 Tile/Marble Window Sills L-M-S-R
579 Ceramic Fireplace Finishes L-M-S-R
580 Tile Flooring L-M-S-R
581 Vinyl Flooring L-M-S-R
582 Wood Flooring L-M-S-R
583 Wood Floor Refinishing L-M-S-R
584 Marble Flooring L-M-S-R
585 Stone/Slate Flooring L-M-S-R
586 Terrazzo Flooring L-M-S-R
587 Brick/Paver Flooring L-M-S-R
588 Concrete Floor Refinishing L-M-S-R
589 Carpeting L-M-S-R
590 Door Hardware L-M-S-R
591 Mirrors L-M-S-R
592 Medicine Cabinets L-M-S-R
593 Shower Enclosures L-M-S-R
594 Bath Accessories L-M-S-R
595 Wire Shelving L-M-S-R
596 Metal Shelving L-M-S-R
597 Closet Systems L-M-S-R
598 Fabricated Plastics L-M-S-R
599 Finish Metals L-M-S-R
CLASS LIST STATUS
600 Plumbing System L-M-S-R
601 Plumbing Fixtures Material
602 Special Tubs Material
603 Water Heater Material
604 Plumbing Utility Connections Material
605 Solar Water Heating Sys L-M-S-R
606 Gas Transmission System L-M-S-R
607 Boiler/HW Heating System L-M-S-R
610 HVAC System L-M-S-R
611 Oven/Dryer/Bath Venting L-M-S-R
612 Attic/Whole House Fans L-M-S-R
614 Electrostatic Filter System L-M-S-R
615 Sheet Metal Work L-M-S-R
616 Duct Cleaning L-M-S-R
619 Prefab Fireplaces L-M-S-R
620 Electrical System L-M-S-R
621 Lighting Fixtures Material
622 Ceiling Fans Material
624 Electrical Utility Connections Material
625 Door Chime System Material
626 CATV/Antenna System L-M-S-R
627 Telephone/PBX System L-M-S-R
628 Computer Wiring L-M-S-R
629 Low Voltage Lighting L-M-S-R
630 Security System L-M-S-R
631 Safes & Vaults L-M-S-R
632 Intercom/Sound System L-M-S-R
634 Lightning Protection System L-M-S-R
635 Smoke Detection System L-M-S-R
636 Fire Extinguishers L-M-S-R
637 Fire Alarm System L-M-S-R
638 Fire Sprinkler System L-M-S-R
639 Central Vacuum System L-M-S-R
640 Appliances L-M-S-R
641 Refrigerator/Freezer L-M-S-R
642 Stove/Range L-M-S-R
643 Range Hood L-M-S-R
644 Garbage Disposal L-M-S-R
645 Dishwasher L-M-S-R
646 Microwave Oven L-M-S-R
648 Clothes Washer L-M-S-R
DIVISION 600 MECHANICAL & CSI
649 Clothes Dryer L-M-S-R
650 SPECIALTIES (Div 10) L-M-S-R
660 EQUIPMENT (Div 11) L-M-S-R
670 FURNISHINGS (Div 12) L-M-S-R
671 Window Treatments L-M-S-R
672 Manufactured Casework L-M-S-R
673 Rugs & Mats L-M-S-R
680 SPECIAL CONST (Div 13) L-M-S-R
681 Greenhouses L-M-S-R
682 Gazebos L-M-S-R
690 CONVEYING SYSTEMS (Div 14) L-M-S-R
691 Residential Elevator L-M-S-R
692 Dumb Waiter L-M-S-R
693 Wheelchair Lifts L-M-S-R
CLASS LIST STATUS
700 Septic System L-M-S-R
701 Well & Pump L-M-S-R
702 Water Meter L-M-S-R
705 Drainage System L-M-S-R
710 Concrete Curb/Gutter L-M-S-R
715 Asphalt Paving L-M-S-R
716 Pavement Marking L-M-S-R
720 Final Grading L-M-S-R
730 Concrete Flatwork L-M-S-R
731 Concrete Flatwork Materials* L-M-S-R
732 Concrete Flatwork Labor* L-M-S-R
735 Driveways/Aprons L-M-S-R
736 Patios/Sidewalks L-M-S-R
737 Special Concrete Finishes L-M-S-R
738 Brick Pavers L-M-S-R
739 Flagstone L-M-S-R
740 Exterior Wood Structures L-M-S-R
741 Ext. Wood Structure Materials* L-M-S-R
742 Ext. Wood Structure Labor* L-M-S-R
750 Exterior Sundeck L-M-S-R
751 Exterior Wood Stairs L-M-S-R
752 Exterior Wood Railings L-M-S-R
753 Wood Patios/Walkways L-M-S-R
759 Dune Crossovers L-M-S-R
760 Fencing L-M-S-R
765 Mailboxes L-M-S-R
766 Signage / House Numbers L-M-S-R
770 Landscaping L-M-S-R
771 Landscaping Materials* L-M-S-R
772 Landscaping Labor* L-M-S-R
775 Irrigation System L-M-S-R
776 Landscape Plantings L-M-S-R
DIVISION 700 SITE IMPROVEMENTS
777 Sod & Seeding L-M-S-R
779 Landscape Lighting L-M-S-R
780 Pool/Spa Construction L-M-S-R
783 Pool/Spa Re-Decking L-M-S-R
784 Pool/Sap Re-Marcite L-M-S-R
785 Pool/Spa Deck Coatings L-M-S-R
786 Chattahoochee/River Rock L-M-S-R
790 Screening / Screen Rooms L-M-S-R
CLASS LIST STATUS
800 Site Supervision L-M-S-R
801 Supervision Bonus L-M-S-R
802 Associate Bonus L-M-S-R
805 Project Management L-M-S-R
810 Rough Cleanup L-M-S-R
811 Trash Removal/Dumpster L-M-S-R
812 Dump Fees L-M-S-R
815 Final Cleaning L-M-S-R
816 Material Protection L-M-S-R
817 Special Testing L-M-S-R
819 General Purpose Scaffolding L-M-S-R
820 Builders Risk Insurance None
821 Liability Insurance Impact None
822 Worker's Comp Impact None
823 Licensing Cost Impact None
830 Bonding Costs None
831 Warranty Program None
832 Legal Expenses (project only) None
833 Accounting Costs (project only) None
834 Administration & Clerical None
835 Blueprints / Copies None
836 Photography None
840 Travel Expenses None
845 Vehicle Expenses None
850 Materials Acquisition & Dist. L-M-S-R
855 Off Site Storage (project only) L-M-S-R
860 Minor Medical None
865 Refreshments / Ice None
870 Consumable Tools None
880 Final Punchout L-M-S-R
885 Final Move-in & Set-up L-M-S-R
890 Warranty Service L-M-S-R
891 Warranty-Materials* Material
892 Warranty-Labor* Labor
893 Warranty-Rental* Rental
CLASS LIST STATUS
900 Marketing / Advertising L-M-S-R
901 Promotional Signage L-M-S-R
DIVISION 900 SALES & MARKETING
DIVISION 800 PROJECT OVERHEAD
902 Decorating L-M-S-R
905 Buyers Incentives None
906 Permanent Utilities (for buyer) None
910 Closing Costs None
911 Title Insurance None
912 Final Appraisal None
913 Foundation Check L-M-S-R
914 Final Inspections L-M-S-R
915 Final Surveys L-M-S-R
916 Bank Inspections None
918 Permanent Loan Points None
919 Other Closing Costs None
920 Sales Commissions - In House None
921 Sales Commissions - Outside None
930 Construction Loan Points None
931 Construction Loan Interest None
932 Post Construction Interest None
935 Investor Profit Share None
940 Maintenance L-M-S-R
950 Late Completion Costs None
960 General Stock Materials None
970 Small Job Costs L-M-S-R
971 Small Jobs - Materials* Material
972 Small Jobs - Labor* Labor
973 Small Jobs - Rentals* Rental
974 Small Jobs - Overhead None
980 Miscellaneous Job Cost L-M-S-R
981 Miscellaneous Materials* Material
982 Miscellaneous Labor* Labor
983 Miscellaneous Rental* Rental
984 Miscellaneous Job Overhead None
990 Perm Uncategorized Costs L-M-S-R
991 Perm Uncategorized Materials* Material
992 Perm Uncategorized Labor* Labor
993 Perm Uncategorized Rentals* Rental
994 Perm Uncategorized Job Overhead None
999 Temp Unidentified Job Costs L-M-S-R
RETURN
Info!A1
NOTES




NOTES





MASTERCODE COST CODE SYSTEM
GENERAL NOTES
1. L-M-S-RLabor - Material - Subcontract - Rental.(Category II)
2. Labor = Payroll Labor and Subcontract Labor (optional).(Category I)
3. Materials = Material only, including delivery and taxes.(Category I)
4. Subcontract = Labor & Material Subcontracts and Subcontract Labor (optional). (Category I)
5. Rental = Rental only, including delivery and taxes.(Category I)
6. None = Not Classified / Unclassified / No Class Assigned
7. N/A = Not Applicable
8. List Status = Account status in the Template File when 1st installed.(may be changed by user)
NOTES
NOTES
NOTES
NOTES
NOTES
NOTES
NOTES

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