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Estimating Checklist
GENERAL REQUIREMENTS
Plans and specifications
Plan review ON-SITE WATER/SEWAGE
Permits: Zoning, building, Soil and perc tests
environmental, other Septic system design
Survey
Septic system permits, inspections, fees
Impact fee Septic system installation, tie in to house
Administrative costs Well drilling and development
Financing costs Well Trenching, Plumbing, Pump, Wiring,
Legal fees Pressure Tank
Engineering fees Well permits and fees
Insurance Other utility expense
Other fees
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Sub-slab vapor barrier
Crawlspace vapor barrier
EXCAVATION & EARTHWORK Crawlspace vents
Cut and fill Foundation drainage/footing drains
Add fill Dampproofing, waterproofing
Blasting Sump pump
Removal of stone/dirt Foundation drain board
Rough grading Slab insulation: edge/below
Trenching for utility hookups Exterior insulation coating/protection
Foundation excavation Foundation windows
Backfill Walk-out door
Compaction Other foundation
Curtain drains
Swales
Retaining Walls OTHER MASONRY, PAVING
Ponds Patios
Topsoil Fireplaces/hearths
Seeding/sod Walkways
FOUNDATION
Concrete Forms
Footings/Pads
Foundation walls/stem walls/
grade beams
Concrete Piers
Steel reinforcing
Anchor bolts, hold downs
Slabs: foundation, basement, garage
Bulkheads
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EXTERIOR
ROUGH FRAMING
Exterior foam sheathing
Sill and seal
Weather barrier (Tyvek, etc.)
Steel columns
Metal flashing
Carrying beams, steel
Membrane flashing
Carrying beams, wood composite
Vinyl or composite siding
Floor framing
Wood siding
Exterior walls
Brick veneer
Interior walls, rough stairs
Stone veneer
Sheathing, subflooring
Stucco
Roof framing/trusses
Fascia, soffit, frieze,
Subfascia corner boards, water table
Steel framing connectors Soffit/gable vents
Nails, screws, fasteners Window/door trim
Prep for plaster, drywall Other exterior trim
Rough framing labor-only Exterior stairs, landing
Other rough framing Exterior paint, stain, caulk
Exterior labor-only
ROOFING Other exterior work
Tear-off
Disposal
WINDOWS & EXTERIOR DOORS
Underlayment Exterior doors, prehung
Membrane flashing Exterior doors, slabs
Metal flashing: chimney, vent pipes, Exterior door frames, sills
sidewalls, other penetrations
Sidelites, transoms
Ridge & roof vents
Patio doors, sliding/hinged
Drip edge
Locksets, door hardware
Shingles, tile
Windows A
Metal roofing
Windows B
Single-Ply, BUR
Windows C
Gutters and downspouts
Garage doors and opener
Skylights
Additional items
Other roofing
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PLUMBING HVAC
Rough-in: Drain/waste/vent Furnace/Heat Pump
Rough-in: Water supply Central AC
Gas piping Air handler
Hydronic heat piping Air filter
Water softener/filter Ductwork
Water heater Grilles, registers
Toilets Boiler
Kitchen sinks Radiators
Bath sinks Radiant heating
Bathtubs Whole-house ventilation (HRV, ERV,
exhaust only, other)
Shower units
HVAC controls, thermostats
Faucets, mixing valves, shower heads
Bathroom exhaust fans
Disposal
Solar hot water
Other plumbing
Other HVAC
ELECTRICAL
Service Panel, Sub-Panels
Rough Wiring
Phone, Cable, Internet Wiring INSULATION AND AIR SEALING
Roof/attic insulation
Lighting Fixtures
Roof/Eaves baffles
Low-Voltage fixtures/transformers
Vapor barrier/retarder
Exterior Lighting
Wall cavity insulation
Devices: outlets, switches, dimmers
Foam board insulation
Lighting control system
Spray foam insulation
Doorbell System
Basement insulation (interior)
Smoke, CO2 Alarms
Crawlspace insulation
Intercom
Air sealing
Security system
Energy diagnostics (blower door, infrared)
Home theater/entertainment
Other insulation/air sealing
Other electrical
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DRYWALL/PLASTER KITCHEN & BATH
Walls Kitchen cabinets
Ceilings, soffits Kit. Cabinet Hardware & Accessories
Decorative plaster Kitchen countertops, backsplash
Drywall labor only Bath vanity cabinets
Other drywall, plaster Bath cabinet hardware & accessories
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APPLIANCES
Refrigerator
Range, cooktop
Wall oven
Microwave
Range hood
Dishwasher
Washer/dryer
Other appliances
Additional items
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