Minimum Requirements for Construction Estimate Preparation - Checklist

Class 'D' Estimate

Minimum Requirements (should be supplemented where additional information exists)

  • project plan detailing the project function, purpose and characteristics including information relating to the gross floor area of prime building spaces, equipment, and building systems
  • floor-to-floor heights and general information about the exterior building elevations and floor elevations and floor plan configuration project
  • geographical location, site configuration, planning limitations, known soil and rock information, availability of utility services to the building, as-found drawings and intrusive investigations for existing building (if applicable)
  • procurement methodology and notional timing
  • cost limitations and allowances

Class 'C' Estimate

Building and Specialty Structures

  • principal floor plans
  • as-found drawings for existing building (if applicable)
  • demolition drawings (if renovation), including clear indication of existing materials to remain
  • structural foundation system and typical framing system
  • exterior wall sections
  • roof system selections
  • finish schedule by rooms
  • mechanical/electrical/plumbing systems outline (suggested equipment requirements)
  • specialty structure type, height and plan dimensions,
  • outline specification

Site Development

  • paving and parking requirements
  • finish building grades
  • original site drawings and investigations
  • storm drainage solution
  • existing utility location
  • site retaining walls
  • site lighting requirements

Class 'B' Estimate

Building and Specialty Structures

  • floor plans, reflected ceiling plans, roof plans
  • structural foundation design, typical structural framing
  • floor plans, reflected ceiling plans, roof plans
  • exterior wall sections
  • building elevations and sections
  • typical interior wall types and acoustical guidelines
  • preliminary finish schedule with material selections
  • mechanical, electrical, and plumbing systems descriptions and one line diagrams reflecting the design of the HVAC, plumbing, fire protection, and electrical systems and riser diagrams with panel information
  • outline specification with selected equipment, sizes, and performance requirements

Site Development

  • site plans, indicating building locations and site improvements (including all paved areas, site utilities, and building or vertical structure locations)
  • additional site investigations, as required
  • landscaping - all soft and hard landscape elements including plant material, site furnishings and lighting
  • topographical information (current and engineered topographical information)
  • utility location (showing all underground structures and lines)
  • demolition/removals plans and information,
  • outline specification with selected equipment, sizes and performance requirements

Class 'A' Estimate

Building and Specialty Structures

Completed construction working documents, including:

  • detailed floor plans, reflected ceiling plans, roof plans
  • detailed demolition drawings (if renovation), including clear indication of existing materials to remain
  • structural plans, notes, sections, and details fully describing the structural building requirements
  • building elevations and building sections
  • exterior wall sections
  • details of exterior walls, stairs, toilet rooms, etc.
  • finish schedule and notes
  • special details and conditions (millwork, handrails, etc.)
  • conveyance plans, specifications and sections fully describing elevators, escalators and lifts,
  • mechanical plans, notes, sections and details fully describing the plumbing, HVAC, and fire protection requirements
  • electrical plans, notes, sections and details fully describing the electrical communications, security, and equipment requirements, and
  • project specifications, completely describing materials and performance requirements

Site Development

Completed construction working documents, including:

  • final site drawings showing current and engineered topical information
  • utility locations and design showing all underground structures and utility lines
  • demolition/removals, miscellaneous site structures and related details
  • landscaping - all landscape layout and materials, grading and drainage, planting and construction detail drawings
  • details, schedules and notes to be used in the construction of the project
  • project specifications, completely describing materials and performance requirements.