01 / Basis of estimate
A record of the drawing set, revision dates, project location, scope and pricing basis. This gives everyone a shared starting point for reviewing the estimate.
Prepare your documentsSJEH / New Zealand construction
Inside your estimate
A useful estimate explains its scope as clearly as its total. Before work begins, agree which of these deliverables your project needs, the file format and the level of detail. The example below is illustrative, not a completed client project.
Discuss your project ↗
02 / Measured quantities
A trade or material schedule with item descriptions, units and quantities. Marked-up drawings can be agreed as part of the scope to help trace measurements back to the design.
Explore take-offs03 / Pricing & allowances
Where pricing is included, show the source or agreed basis of rates, separate allowances and whether GST is included. Construction cost is different from the fee for preparing the estimate.
Try the estimate planner04 / Assumptions & handover
Record exclusions, provisional items and outstanding queries. Clarify the review period and how later design changes will be handled before the estimate is relied on.
Discuss tender supportIllustrative structure only
A readable take-off starts here.
Example descriptions and units, without invented project quantities or rates. Your agreed deliverable will depend on the project scope.
Download example structure ↓| Item | Unit | Basis |
|---|---|---|
| Concrete slab | m³ | Structural sections |
| Wall framing | m | Wall schedule |
| Roof covering | m² | Roof plan |
| Internal doors | nr | Door schedule |