Estimate for work - sample, form and example of compilation. How is the estimate for finishing work done? Estimate for finishing work year sample

Formation of estimates for construction and finishing works is a necessary part of the execution of the contract for the construction and repair of various kinds of objects.

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In what cases is a document drawn up

An estimate for construction and finishing works can be drawn up in addition to the contract as between legal entities And individual entrepreneurs as well as between individuals.
Construction and repair facilities can also be very different:

private houses and apartments;
buildings and structures owned by commercial organizations or government agencies;
separate rooms or whole complexes of buildings, etc.

What is the document for?

The estimate is a preliminary calculation of the cost building materials and services.

This document is necessary so that the customer under the contract has a clear idea of what repair and construction costs he will face.

In some estimates, in addition to scheduling the actual costs, the period of carrying out certain works is also included. After drawing up and endorsement, the document allows the customer to better control the work performed.

If we consider the role of the estimate from the point of view of accounting, then it is also quite obvious: it is on its basis that in most cases the cost of materials, construction and installation and repair work.

More precisely, the write-off occurs after the signing by the customer and the contractor of the primary accounting document: the act of work performed, but the estimate confirms the accuracy of the cost of work and materials prescribed in it.
The more carefully and detailed the estimate is, the less likely it is that in the process of work between the customer and the contractor there will be any disagreements and controversial issues.

Is it permissible to violate the figures indicated in the estimate

A feature of the document is the guarantee that the prices indicated in it will remain unchanged.

Since the estimate is usually preliminary, during the actual execution of the work (especially if they are of a long-term nature), some prices may change significantly.
Also, the amount of materials used may require adjustment.

Usually, such an opportunity is prescribed in the contract or the estimate itself (for example, that prices can be increased by 10%, etc.).

If there is no such item in the estimate, then all changes must be agreed between the customer and the contractor in the process of executing the contract, and if the customer does not mind, the estimate can be edited.

In situations where the customer does not agree to an increase in the cost of work declared in the estimate, the contractor has the right to refuse to fulfill the terms of the contract.

Who is authorized to deal with the budget

Usually the responsibility for the formation of estimates lies with the head of that structural unit, which is directly involved in the execution of work (foreman, head of workshop, section, etc.). In any case, this should be a person who knows the standards for the consumption of certain building materials, has an idea of \u200b\u200btheir market value, and is also familiar with the rules for compiling such documents.

How to make a form

Today, a unified estimate form does not exist, therefore, representatives of enterprises and organizations can draw it up in any form or, if the executing company has a developed and approved standard template, follow its model. At the same time, regardless of which method is chosen, it is necessary that the structure of the document complies with certain standards of office work, and the text includes a number of specific information.

The "header" includes standard:

number, place, date of preparation of the form;
information about organizations between which a contract for construction and finishing works has been concluded;
a link to the contract itself is given (its number and date of conclusion are indicated);
positions, surnames, first names, patronymics of managers are entered.

serial number;
title of work;
unit of work ( square meters, kilograms, pieces, etc.);
price per unit of measurement;
total cost.

If necessary, you can add additional columns (for example, on the quantity and cost of materials used, information about the instruments, equipment, and technology used). The length of the table depends on how much work is planned to be done. For convenience, the table can be divided into sections depending on the type of work (plumbing, painting, carpentry, installation, etc.).

Under the table, a note should be made on whether the prices are final or can be adjusted during the work.

How to make an estimate

Important condition! It must be signed by the directors of two enterprises: the customer and the contractor (or persons authorized to act on their behalf), while the signatures must be only "live" - the use of facsimile versions is not expected.

The estimate can be certified using the seals of organizations, but only on condition that the use of stamp products is registered in their internal local regulations.

The estimate is made in two copies identical in text and equivalent in law, one for each of the interested parties. After drawing up and endorsement by both parties, the estimate becomes an integral part of the contract, so its presence should be recorded in the internal documentation log.

This page presents some examples of estimates for construction and repair work.
This examples of construction estimates on already completed (sometimes, by someone) works or abstract estimates on a typical roof repairs, building renovations, office renovations etc.

All the estimates presented here have one thing in common: all of them are compiled in the program Estimate 2007.

The estimates given here will clearly show you what it looks like estimate created in the program Estimate 2007.
The presented files may contain the same and others that ours can create: KS-2, KS-3, Invoice, Contract Agreement, etc.

For convenience, the list of estimates is divided into groups and each estimate is equipped with brief description.
Click on the title to download the estimate.

Select a group: All groups Landscaping Roof repairs Premises repairs

In the estimate, the cost of work and materials for the repair of a roof section from a metal tile of a public building was calculated (not a private house). According to the estimate, the following works are carried out: complete replacement metal tile coverings on the roof area with preliminary repair of the crate and processing of wooden elements with a fire-retardant composition. The area of the repaired roof area is 730 m2.

Sour cream overhaul soft roof technical floor. Roof area 1 300 m2. The estimate includes the calculation of the following works: dismantling of the old roofing carpet with garbage disposal, dismantling of inactive ventilation pipes, installation of a new sand concrete screed, priming and installation of a new two-layer roofing carpet from Uniflex on fiberglass.

Very revealing office refurbishment quote- 500 lines, 11 sections: general construction and finishing works, ventilation and air conditioning, water supply and sewerage, structured cable systems, access control system and other works.

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 is drawn up for the implementation of the undertaking, schedules for the supply of 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, it always includes overhead costs (about 15% of the total), unforeseen costs (2%) and the profit of the contractor (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	PC.	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	PC.	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 list exactly how many bags of putty or cans of paint are required to complete necessary work. The parties agree on the price per unit of measurement and the 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 of the equipment used, number of workers).

In what form are budget documents prepared?

For various kinds works apply different forms preparation of financial documents. 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 works other forms of estimates are provided:

Local is prepared for a separate type of 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 ones, the legislation requires the annual preparation of an estimate of income and expenses.

Computer programs for financial calculations

Nowadays, many software products have been developed 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 works and impressive investments, then you should not undertake 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.

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 works, 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 on 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 of 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 budgeting for repair and finishing works real estate object. 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:

At the first stage, the cost of dismantling should be calculated.
Next, the cost of civil works is calculated. At the same time, the estimate for the work of conducting communications is calculated separately.
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 according to separate rooms A: bathroom, toilet, living room, kitchen and so on.

When calculating the need for construction and finishing materials it is necessary to calculate all the areas and measure the perimeters of the repaired surfaces and take into account the consumption rates, which each material may have its own, usually they are 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, you can make estimates 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 consumables, 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, plinth, other. Or try to negotiate with the masters to reduce prices.

Sample

Ready-made estimates for the repair of an apartment for one-room, two-room and three-room apartments, as well as a price list for finishing turnkey apartments.

The preparation and subsequent filling of the estimate is deservedly considered the most important stage of any construction or repair work. In most cases, the design of a building or structure is completed with the execution of estimate documentation. In the case of performing small amounts of work, for example, repair or finishing, when the project is not being developed, an estimate is also necessary. This is due to the fact that it serves as the initial information for the development of many related necessary and important for effective organization works of documents, in particular, the calendar plan for the execution of works and the schedule for the supply of necessary materials and mechanisms.

Budgeting will become a much easier process if you entrust this business to professionals.

Form and sample estimate for work

In essence, the document in question consists of two parts:

calculation of direct costs, which are determined on the basis of 2001 prices and are converted into current prices by multiplying by the corresponding appreciation index, set quarterly. Direct costs consist of the following elements:
- Cost of materials;
- the main salary of workers;
- the costs of EMM (operation of machines and mechanisms necessary for the performance of work), including the salary of machinists;
- calculation of overhead costs and estimated profit, made taking into account the standards in force at the time the estimate was made.

The disadvantage of this method is that the prices of 2001 used when using it quite often do not take into account the realities today, since at the time of compilation, many technologies and materials simply did not exist. However, in the construction of budget facilities and most private large-scale construction projects, there is no alternative to the base-index method today.

How to make a budget for work

As an example of a simplified form of an estimate for the repair of a room, the following table can be given.

Name of works	Price per unit	Cost of work
Dismantling of partitions
Dismantling the balcony door
Construction of partitions from foam blocks
Plastering of partitions and walls
Puttying, priming and painting of plastered surfaces
Balcony door installation
Plastering doors and windows
Puttying, priming and painting window and door slopes
TOTAL according to the estimate		139 080=

The importance of good budgeting and budgeting

As already noted, filling out an estimate allows you not only to get an approximate amount that will cost construction or a certain amount of work. This value is necessary to determine the contract price of an object or stage of work, both for the customer or investor, and for the contractor, that is, the direct manufacturer.

But in addition to this direct functional purpose, a competent and modeled design of the estimate will allow you to plan the work in such a way that they are done as quickly as possible and at a lower price. In addition, the estimate also helps determine the need for necessary materials, which, in combination with the work schedule, will make it possible to develop a schedule for their delivery.

The main tasks of the estimate

The development and filling of the estimate allows you to solve three most important tasks at once, which are always faced by any contractor and customer:

determination of the cost of construction or any work. In modern conditions, the estimated price is the most important parameter, vital for all participants in the construction process. It is interesting for the customer not to overpay, and for the contractor - to receive a worthy reward for the work. A well-designed estimate allows you to take into account the wishes of both parties and get an amount that suits everyone;
scheduling development. The timing of the construction of a building or the performance of any work is often no less important for the customer than their cost. The timely delivery of the object and, of course, the receipt of remuneration, possibly with a premium, depend on this. The estimate for work, made according to the model, provides the builders with all the necessary information for the development of the calendar plan;
development of a schedule for the supply of materials. With the correct filling of the estimate, the need for materials and mechanisms becomes clear, which, in combination with the calendar plan, makes it possible to draw up another important document for the uninterrupted work of builders - the schedule for the supply of materials. Efficient construction organizations do not purchase materials for the entire facility at once - this simply freezes money that is much more efficient to spend on something more important at the moment, and also requires significant storage costs, etc. Also, any downtime of equipment and workers is extremely unprofitable, which is fraught with no less serious additional costs.

As a result, we can say the following: the preparation of an estimate allows not only to understand the cost of construction or a separate stage of work, but also to effectively plan their implementation.

Basic-index method for compiling and filling out estimates

There are several various methods formation estimated cost. When erecting large objects, when filling in the estimate takes place as part of the development of the project, the base-index method is almost always used. In this case, the estimated standards of 2001 and the conversion indices to current prices are used for the calculation.

Simplified form of estimate

Quite often, especially when construction or repair is carried out by the household method or at small facilities, a simpler estimate form is used, which consists only of calculating direct costs. It contains a listing of the scope of work and prices for them, which can be divided into the same components as in the option described above: the RFP of workers, the cost of materials and, if necessary, the cost of machines and mechanisms. In this case, the estimate form, after its execution and filling, looks like the one shown in the following photo:

When compiling and filling out such a simplified version of the estimate, the contractor's profit is established on the basis of his negotiations with the customer or the construction investor.

The form of an object estimate for the performance of work

Quite often, especially during the construction of large objects, several so-called local estimates are compiled at once, that is, separate calculations for each type of work performed. In this case, to obtain the total cost of construction, they are combined into a general object estimate, a sample form of which is shown in the following photo.

Object estimate

Compilation and completion object estimate allows you to bring together all the information about the object under construction, even when the individual stages of its construction are carried out by different contractors. Often, local estimates are also calculated by them. Therefore, the generalization of all disparate data is extremely important for any customer or investor.

Programs for drawing up and filling out estimates

Currently, there are many programs that are used in the preparation of estimates. They can be roughly divided into two groups:

Free. Placed on the network on thematic resources. They are freely available.

Professional. Used by professionals. To use it, you need to purchase a distribution kit of a service product.

In the first case, there is no particular need to describe programs, since they appear almost constantly, while having similar parameters:

the ability to perform the most simple calculations;
lack of updating of regulatory frameworks (if they exist at all);
minimal functionality.

Professional estimate programs are used much more actively, since without them it is almost impossible to compile high-quality documentation for any large object. The most popular products at the moment are the following:

GRAND Estimate

According to experts, the most widely used budgeting program. Its advantages are the ability to automate the entire range of cost estimates, the speed of making changes to the regulatory framework and effective technical support for the product.

Smeta.ru

The only program that really competes with the GRAND Estimate described above. The main advantage of the product is its ease of use, which allows you to work with it without having the professional knowledge of an estimator.

1C: Contractor (or 1C: Construction Organization Management)

These programs are not purely budgetary. However, they are quite popular due to the fact that 1C is used to maintain accounting at the vast majority of Russian enterprises, including construction ones. The considered software products help to make the necessary estimate documentation, as a bonus, they were integrated into a single system for managing the company's work.

turbo meter

An easy-to-learn and use program, which at the same time has quite serious functionality. It is not used as often as compared to GRAND Estimate and Estimate.ru.

WinSmeta, Rick and Bagheera

Software products whose peak popularity is in the past. However, a certain number of professional surveyors still continue to use them, which is explained by a number of undoubted advantages: wide functionality, editing, adjustment, etc.

The main mistakes in budgeting

There are several main types of errors that occur in the preparation and execution of estimates in practice. The most typical are the following:

Mistake 1. Insufficient detailing or excessive enlargement of the estimate. Any well-compiled estimate must necessarily contain a complete list and volume of work performed and, accordingly, prices for them. In practice, often the customer and the contractor, having found out that the price level suits both parties, agree on the cost of a stage of work, for example, the repair of one room. As a result, in fact, a situation is obtained when the actual volume of any work performed does not coincide with the initially estimated one. The result is a conflict situation, since it is not clear how to evaluate the rise in price or reduction in the cost of work;

Error 2. Inaccurate accounting of volumes. The basis for the construction estimate must necessarily be a competently and accurately drawn up statement of volumes, in the case of repairs - a defective statement. In both situations, the result of the budget execution also depends on the correctness of their preparation. An error at the beginning can lead to a rather serious distortion of the final cost of the calculation, since in most cases there is a multiplication by various indices and prices, so the error value increases all the time;

Mistake 3. Incorrect application of prices contained in HPES and TERs. One of the main problems of the basis-index method, the most common in real life, which was mentioned above - the discrepancy between the existing types of work and those encountered in practice. Therefore, quite often it is necessary to use the available prices "as applicable". This is a special term coined by estimators for such a situation. The more "applicable" prices are used when filling out the estimate, the more likely it is that the final figure will be incorrect. Naturally, this should take into account the fact that customers are trying to use low "applicable" prices, and contractors, on the contrary, are the most profitable.

In any case, the preparation and execution of estimates should be considered important and essential in modern conditions. preparatory stage any construction. It is better to entrust its implementation to professional and trained estimators, which will allow not only to form the optimal cost of work for the customer and contractor, but also to organize their effective implementation in as soon as possible and at the lowest possible cost.