Useful to the estimator. What should the estimator know? Qualification requirements for the estimator

  • 04.03.2020

Just as a theater begins with a hanger, any renovation begins with a budget. It doesn’t matter whether we are talking about repairing an entire house, a separate room or a bathroom, an estimate is simply vital. Especially when it comes to hiring professional builders.

In this article, we will consider how to correctly draw up an estimate for the repair of an apartment, as well as what features should be taken into account when compiling it.

What is an estimate?

The estimate is list of all necessary work, necessary to achieve the set goal. In this case, apartment renovation. This document indicates the parameters of the necessary work, the cost of work, as well as the quantity and cost of materials and related services for their delivery.

An estimate is necessary regardless of whether you will do the repairs yourself or hire professional builders. It allows you to determine the budget for future repairs and measure it with your capabilities. Without it, it is likely that once you start the repair, you can never finish it. And all because the money ran out or obligatory work was overlooked.

Who makes the budget?

Drawing up an estimate for the repair of an apartment or a private house is best entrust to a professional. Thanks to their rich experience, specialists know all the intricacies of the process, as well as what pitfalls need to be avoided. In addition, they almost by heart remember all the coefficients for prices from the technical part, the entire regulatory framework.

As a rule, most repair crews independently draw up an estimate before repair. This allows the customer to save time and saves him from unnecessary headaches. However, if you wish, you can make an estimate yourself.

The services of a professional construction quality control expert will help reduce the overall cost of the estimate.

Learn more about how to make your own budget.

Budgeting Rules

Self-estimation is a rather painstaking process, but there is nothing complicated in it. Naturally, the document must contain the volume, the price of the masters, the necessary building materials. However, not all so simple. Budgeting involves the introduction of three main categories of expenses. These categories include direct and overhead costs, as well as estimated profits.

Direct costs are the main cost item of the estimate. This category includes the cost building materials, the wages of workers, as well as the costs associated with the operation of building mechanisms and machines. The last point is especially relevant when it comes to drawing up estimates for the repair and finishing work of the property. Based on the cost of direct costs, the amount of overhead costs is assumed. Usually we are talking about the amount in the range of 12-23%, but with significant deviations for certain types of work.

Category overhead include funds used to ensure working conditions and to organize the repair process. Such expenses include the cost of delivering and unloading materials, the work of loaders, the cost of garbage collection and cleaning the apartment. This also includes the cost of maintaining the equipment and the fee for the activities of the supplier and foreman.

Estimated profit represents funds intended to cover the costs of contractors for the development of production and material incentives for employees. Estimated profit is a normative part of the cost of construction products and does not apply to the cost of work. Together with direct costs, overheads become the basis for calculating the estimated profit, which is usually 8-12% of this amount, but can be much more.

When budgeting, you should take into account the correct order in which. All calculations according to the estimate are carried out in a strictly defined order and are made separately for each stage of repair work:

  1. At the first stage, the cost of dismantling should be calculated.
  2. Next, the cost is calculated construction works. At the same time, the estimate for the work of conducting communications is calculated separately.
  3. Lastly, an estimate is made for finishing work on ceilings, walls and floors.

As a rule, the calculation of repair construction work is carried out for separate rooms: bathroom, toilet, living room, kitchen, and so on.

When calculating the need for building and finishing materials, it is necessary to calculate all areas and measure the perimeters of the repaired surfaces and take into account the consumption rates that each material may have its own, they are usually indicated on the packaging. The estimator should also take into account that working on uneven surfaces or with wallpaper, the pattern of which requires docking, increases the consumption of materials, which should also be reflected in the estimate.

Estimation calculation

Now that we have dealt with the main categories of costs, we can proceed to the preparation of the estimate itself. In the very simple version you can take a simple sheet of paper and make a table on it. Besides, compose estimates possible on a computer and for their calculation, you can use specialized programs. Among these programs, we can distinguish: "Grand Estimate", "Turbo Estimator" and "SmetaWizard".

In this case, we will focus on the simplest version with a sheet of paper or a table in a text editor. First of all, you should divide the sheet into columns according to categories:

  • Type of work;
  • Quantity;
  • Unit price;
  • Total amount.

Direct costs are grouped in the tabular section according to the names of the structural elements for the repair of which they are directed. Overhead costs and planned savings are taken out in the estimate in separate sections.

The following is a list of upcoming operations. In this case, it is necessary to calculate the quadrature of the room, the perimeter of the room or the area of ​​​​a single wall or ceiling. We multiply the resulting figure by the prices and get the total for each line. We add up the results and get the amount that you pay the masters.

To calculate the total cost of materials, we indicate the necessary materials and their cost against each line. Make out the cost of the necessary building materials in a separate list indicating the quantity and prices.

It is better to write in the table not just a general name - for example, “putty” or “wallpaper”, but also indicate the brand, name and color of the product. This will allow you to more accurately navigate when buying and indicate a more specific price.

Add up the cost of labor and materials. As a result, we get the approximate cost of repairs. To the amount received, we add unforeseen costs for expendable materials, tools, transport for delivery and other related costs.

By doing this simple calculation, you will be guided in advance by the upcoming expenses. And if the funds are not enough, then you can save on the cost of materials - buy cheaper wallpapers, flooring, skirting boards, etc. Or try to negotiate with the masters to reduce prices.

Sample

Ready-made estimates for apartment renovation for one-room, two-room and three-room apartments will be presented below, as well as a price list for finishing turnkey apartments.

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The long-awaited renovation in the apartment! In order for you not to hate it in a couple of years, you need to prepare for it. An example of an estimate for the repair of a room will help with this, because such data will show how much and in what volumes you need to invest to get your dream home. This is not just a list of purchases, but a whole document that can be entrusted to specialists, but here be prepared to inflate costs. You can also successfully compose it yourself, it is only important to know how.

The estimate includes all expenses, calculates any unforeseen costs, including the services of specialists in different areas. In order to make a budget, you need:

  • Take room measurements. This includes the height and length of all walls, wiring length, cables, plumbing and heating communications, if any will be included in the repair. After receiving information on dimensions, it is possible, which will become the basis for calculating the necessary draft and finishing materials. It is important to have data on the area of ​​\u200b\u200bthe walls, floor and ceiling.
  • Based on the data obtained, it is necessary to carry out the calculation of rough materials - make a margin of at least 5-10% in this case.
  • Next comes the selection and miscalculation of the necessary decorative materials.
  • Now the most interesting and exciting part: price monitoring. You need to know how much rough and finishing materials cost, the cost of the services of a designer and a team of repairmen, plumbers, electricians and other specialists who may be involved in the repair process. It is best to draw a table and indicate several options for each item - this will allow you not to make a mistake with the choice.


All the data received must be recorded, and then put into one table: this way you will have a work plan + the cost of materials and the cost of paying for the work of specialists. It is also necessary to indicate the timing of the work, and if the injection of funds will be partial, then their dates of such receipts.

Nuances

The estimate is not only technical information, it includes an element of creativity. The technical aspect is at least a minimal knowledge of the processes that will occur during the repair, an understanding of the building materials market, what is needed for what.


Creativity is the competent distribution of all cost items in accordance with the needs at a particular stage of work. It is important to take a balanced approach to choosing a team, if you trust this to specialists. Don't be fooled by low prices- it is likely that the quality will be the same there. It is better to make an estimate yourself, the minimum data and numerous templates will help you with this. Why is it better to do it yourself? Everything is very simple: when ordering an estimate from a construction company, you will probably get a 20 or even 30% larger amount than it actually is. If you doubt the truth of the data, then you may well use the services of another "specialist" - these are auditors. As practice shows, the cost of the estimate will decrease by no less than 10%.

Examples

The photo below is an example of an estimate for a kitchen renovation. All types of jobs are categorized for your convenience. Such options for estimates for the repair of the premises will help you navigate and quickly find out how much money will go to individual parts.

Separate subsections are dismantling work. When carrying out a major overhaul, there will be a need to dismantle not only or old finishes, but also pipes, including sewer pipes. And given that plumbing is connected in the apartment, these works will also affect the bathroom. It is rational to carry out repairs in the bathroom / toilet and kitchen together: this way you can save money. This is followed by the processing of walls, floors and ceilings. Here you can see that roughing and finishing works are included in one table, we would recommend separating them.

Also an important stage in the preparation of estimates for is the installation of plumbing. If it is better to weld the riser to specialists, since you have decided to use their work, then it is quite possible to connect the mixer yourself, no serious skills or complex tools are needed for this.


As you can see, there are columns with units of measurement, areas and lengths of all work items. For ease of calculation, the price per unit of work and then the total cost are indicated. The estimate will draw out more funds if you instruct construction company purchase of materials. But be careful here: it is often practiced to replace high-quality materials and components with low-grade ones. Therefore, it is important to control every stage of the work.

The following is an approximate estimate for the repair of the entire apartment, there is a slightly different compilation scheme, but the meaning is the same. That is, the unit prices and the total cost of the work are indicated. As you can see, here the customer, most likely, will entrust the company with the purchase of materials, a special column is allocated for this, although it is possible for him to purchase himself, and enter this data for clarity. Here is a more detailed study. Pay attention to the last point: the customer even took into account the cost of lowering construction waste, which is also important when carrying out a major overhaul.

An example of an estimate for the repair of an apartment

The most important stage of the project is the preparation and subsequent filling of the estimate. This is done at the final stage of preparation for its implementation. Based on the prepared financial document, a calendar plan implementation of the undertaking, delivery schedules necessary materials and equipment. Consider further examples of estimates and how to make them correctly.

Download examples

The estimate is a financial document that includes the prices of all work performed and necessary tools and materials. In addition, overhead costs are always included in it (about 15% of total amount), contingencies (2%) and contractor profits (10-15%).

Basic principles of budgeting

Usually the organization that will perform the work is engaged in the calculations. She must coordinate all her actions with the customer. The more detailed description of all processes and materials (up to the number and brand of screws), the better. However, a simplified version is often used in practice, where only the main types of work, units of measurement, quantity, prices and cost of processes are indicated.

An example of an estimate for work on repairing a room in an apartment in a simplified version:

No. p / p Title of works Units Quantity Price for 1 unit Cost of work
1 Dismantling of partitions sq.m. 50 350 17500
2 Dismantling the balcony door PCS. 1 1100 1100
3 Installation of partitions (foam blocks) sq.m. 50 600 30000
4 Plaster walls and partitions sq.m. 200 200 40000
5 Double putty, priming and painting of prepared surfaces sq.m. 200 3000 34000
6 Balcony door installation PCS. 1 270 3000
7 Plastering slopes (window and door) sq.m. 16 250 4320
8 Improvement of slopes (putty, primer, painting) sq.m. 16 4000
Estimated total 133920

Such a sample estimate is applicable for making calculations for small-scale projects, while the entered data, if necessary, can be easily adjusted in agreement with the customer. It does not specify exactly how many bags of putty or cans of paint are required to complete the necessary work. The parties agree on a price per unit of measurement and total cost, and the details (purchase of materials, transportation costs, removal of construction waste) are covered by the contractor.

Consider an example of an estimate compiled using a different method. In this case, all the necessary resources for the performance of work in the context of each stage are scheduled.

At the request of the customer, the estimator or contractor can prepare several options for estimates, taking into account various components (brand, price and quantity of materials, scope of work, quantity and technical indicators equipment used, number of workers).

In what form are budget documents prepared?

For various kinds works, different forms of drawing up financial documents are used. Let's pay attention to the example of the estimate of PIR (design and survey work), which is drawn up in accordance with form 3p. It is an annex to the contract between the parties, the cost here is determined by labor costs. The 3p form estimate is used to calculate the cost of research, design, environmental engineering, engineering and survey work.

Often such estimates consist of two tables. In the first, the level of labor costs is determined, and in the second, the cost of the work performed is calculated. The cost of work is proportional to the time spent on the implementation of all processes, and the payment of designers. The second table can also include other costs such as depreciation, material and travel costs, and material costs.

For construction work, other forms of estimates are provided:

  • Local is being prepared for separate view of the work performed, it takes into account the costs of individual sections of construction or repair work.
  • The object estimate is formed within the framework of one object, combining all local estimates and their calculations related to this object. Its adjustment is made on the basis of the data of the working documentation.
  • The summary estimate calculation is based on object estimates and characterizes the total final cost of erecting a structure or building.

If it is not possible to draw up an accurate estimate due to the fact that there is no complete clarity on the specification of the materials used or changes will still be made to the project, then local and object estimates can be drawn up. Also often used are estimates compiled in the form of KS-2 (act of acceptance of work performed) and KS-3 (certificate of costs and cost of work performed).

From non-profit organizations, including budget, the legislation requires the annual preparation of estimates of income and expenses.

Computer programs for financial calculations

Nowadays, many software products, with which you can draw up various financial documents. With a certain degree of conventionality, they can be divided into two groups:

  • Free. They can be freely found on the Internet, on thematic sites. Such programs have minimal functionality, allow you to perform the simplest calculations and do not have the function of updating regulatory bases.
  • Professional. They are used by specialists and require the purchase of a software and service product. The most popular and functional are Smeta.ru, GRAND Estimate, 1C: Contractor, Turbosmeta, etc.

However, in the familiar Microsoft Excel program, you can also easily create an estimate template for the implementation of the necessary project.

To fill in the estimate, it is enough to substitute the necessary indicators in the created form, all calculations will be carried out automatically.

If the project requires a large amount of various work and impressive investments, then you should not take on such serious calculations yourself without special knowledge. It is better to turn to specialists who know modern technologies production and the current situation in the building materials market. They will be able to give an objective picture of the expected costs and offer options for its possible optimization. Having saved on the services of an estimator, you can lose more and not realize your plan at all.