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Procore

Trade Take-Offs

  1. General Info
    1. The "Copy & Paste" function can be a timesaver for takeoffs; it works exceptionally well with windows and railings. 
    2. Be sure to utilize the different "Quantity" functions for takeoffs; i.e., use flooring for "Qty. 1" and perimeter for "Qty. 2" to figure the amount of base. You can also use "area counts" to calculate the number of openings/windows.
  2. These are the expected generic takeoffs:
    1. Foundation (to help with the calculation for the below-grade waterproofing)
    2. CMU
    3. Exterior glazing (Count/ Perimeter for WP/ SF) using one condition.
    4. Stucco (SF stucco plus LF of foam trim)
    5. Exterior metal panels/ grilles
    6. Balcony railing
    7. Stair railings (if the section is available, that is fine; if not, per Flight)
    8. Misc. Metals
    9. Roof Area
    10. Roof Walking Pad
    11. Waterproofing:
      1. Below Grade.
      2. Un-covered basement area
      3. Window openings.
      4. Eyebrow.
      5. Balconies.
      6. Amenity Level (elevated)
      7. Pool surface area (elevated)
      8. Planters (elevated)
    12. Doors
    13. Flooring
    14. Elevators
    15. Pool
    16. Plumbing
    17. Pavers
    18. Site analysis
      1. Site elevations: FFE, existing grade, water table, top of pile cap, and bottom of elevator pit.
      2. Indicate import or export. (Provide approximate quantity)
      3. Auger Cast Piles (count by type, total LF if possible)
      4. Structural excavation for pile caps.
  3. Why do we perform takeoffs?
    1. To compare quantities with subcontractors and ensure they have a complete scope. 
    2. To calculate the cost of a specific trade.
    3. To calculate a scope item that a subcontractor is missing.
  4. Takeoff Scale
    1. The most crucial step in a takeoff is to set the scale of each drawing accordingly. With the wrong scale, your takeoff will be completely wrong.
    2. Check the scale on the drawing using an extended dimension. 
    3. If the scale is missing or incorrect on the drawing, adjust it with a known dimension on the drawing. Use a long dimension to change. 
  5. Takeoff Comparison with Subcontractors
    1. Kast typically does not send out takeoffs to the subcontractor, nor are they included in the scope sheets. Standard practice is to get subcontractors on the phone and compare takeoffs verbally. 
    2. When checking a subcontractor's quantities, ask if they include waste. Typically, we don't consider waste when comparing takeoffs with subcontractors. 
  6. CMU
    1. Quantify the amount of SF of CMU.
    2. Takeoff approach
    3. Option 1 (preferred)
      1. Use Architectural floor plans and do the linear takeoff. Include openings.
      2. Calculate the area of the wall by multiplying the length by floor height.
      3. Deduct SF of openings. (Please note that subs do not deduct openings)
    4. Option 2
      1. Use elevations and include openings. Do area takeoff
      2. Use floor plans and do linear takeoff to account for any walls not represented on elevations. Calculate the area of the wall by multiplying the linear foot of the wall times the wall height
      3. Deduct SF of openings. 
    5. Account for the following items:
      1. Roof parapet walls
      2. Balconies enclosed by CMU and not by railing
      3. Any CMU partitions/enclosures at roof or amenity decks
      4. Site walls
      5. Dumpster enclosures
      6. Decorative columns between site fencing
      7. Decorative columns at building facades and balconies
      8. Crash walls in the garage
    6. To calculate # of Block:
      1. # Blocks = SF of CMU * 1.125
  7. Exterior and Interior Glazing
    1. Quantify the amount of SF for exterior and interior glazing
    2. Divide takeoff into the following:
      1. Exterior glazing by type (ex, window type A, window type B, storefront type K)
      2. Interior glazing by type (ex, type CC, door lites)
      3. Takeoff approach
    3. Option 1 (Preferred)
      1. Use floor plans to do linear takeoff windows.
      2. Calculate the area of glazing by multiplying the length of the window by the glazing height.
    4. Option 2 
      1. Use elevations. Do area takeoff for types of windows. 
      2. Use floor plans and do linear takeoff to account for any exterior and interior glazing not represented on elevations. Calculate the area of glazing by multiplying the length by the glazing height. 
    5. Option 3
      1. Use floor plans. Do count takeoff for types of windows. 
      2. Use the window schedule for dimensions and calculate the area of each window type. Calculate the area of glazing by multiplying the count of window types by the glazing area. 
    6. Miscellaneous glazing that should be taken off separately:
      1. Interior fire-rated glazing
      2. Door lights (typically supplied by glass sub and installed by door sub)
  8. Stucco
    1. Quantify the amount of SF for exterior and interior stucco.
    2. Takeoff approach
      1. Option 1 (Preferred)
        1. Use floor plans and do the linear takeoff. Include openings.
        2. Calculate the area of the wall by multiplying the length of the wall by the floor height.
        3. Deduct SF of openings
      2. Option 2
        1. Use elevations and include openings. Do area takeoff
        2. Use floor plans and do linear takeoff to account for any walls not represented on elevations. Calculate the area of a wall by multiplying the length of the wall by the floor height.
        3. Deduct SF of openings. 
      3. Use floor plans and do the linear takeoff. Include openings.
      4. Calculate the area of the wall by multiplying the length of the wall by the floor height.
      5. Deduct SF of openings
    3. Account for the following items:
      1. Top and inside of roof parapet walls
      2. Top and inside of any balcony enclosed by CMU and not by railing
      3. Balcony divider/return walls
      4. Balcony ceilings
      5. Other stucco ceilings (interior or exterior)
      6. Stairwells (if required by bid documents)
      7. Parking garage interior walls (if required by bid documents)
      8. Planter exterior walls, top, and interior to dirt line
      9. Site walls, dumpster enclosure
      10. Check wall type schedule for any interior walls with stucco
    4. Do linear take–off of foam trim using elevations or floor plans. 
  9. Stairwell railing
    1. Quantify the amount of LF of railing/ or Flight of no section was provided
    2. Divide takeoff into the following:
    3. Guardrail
    4. Grabrail
    5. Takeoff approach
    6. Use stair elevation for diagonal railing up the stairs. Do linear foot takeoff. 
    7. Use floor plan for railing landing areas. Do linear foot takeoff
  10. Exterior Metal Panels
    1. Quantify the amount of SF for exterior metal panels. (Will be used for waterproofing, too)
    2. Divide takeoff into types of metal panels:
      1. For example, perforated panels, grilles, flat panels, etc. 
    3. Takeoff approach
      1. Use elevations. Do area takeoff. 
  11. Aluminum or Glass Railings
    1. Quantify the amount of LF for railings
    2. Divide takeoff into the following:
      1. Unit balcony railings
        1. Aluminum railing
        2. Glass railings
      2. Common area railings
        1. Aluminum railings
        2. Glass railings
    3. Takeoff approach
      1. Use floor plans and do linear takeoff railings.
  12. Miscellaneous Metals
    1. Quantify counts for the following items:
      1. Parking garage bollards
      2. Exterior bollards
      3. Parking garage corner guards
      4. Parking garage pipe protectors
      5. Elevator separator beams – as the elevator company
      6. Elevator hoist beams
      7. Pit ladder
      8. Elevator sump pit grate
    2. Takeoff approach
      1. Use floor plans and do a count takeoff.
  13. Roofing
    1. Quantify the amount of SF for roofing
    2. Divide takeoff into the following:
      1. Flat roofs
      2. Sloped roof systems (ex, metal standing seam, roof tiles)
      3. Metal coping cap LF
      4. Walking pad LF
    3. Takeoff approach
      1. Use floor plans to do area takeoff of roofing.
      2. Account for sloping on tiled roofs and metal standing seam roofs.
      3. Do a linear takeoff metal parapet cap. 
      4. Do a linear takeoff for walking pads.
    4. Account for the following items
      1. Omit upturns. 
      2. Consider upturns only if the upturn goes all the way to the parapet.
      3. Top of elevator shafts.
      4. Stairwell tops. 
      5. Other structures have a roof above the main roof. 
      6. Check all floor plans and account for any roofing areas located below the main roof.
  14. Waterproofing
    1. Quantify SF of waterproofing
    2. Divide takeoff by location and type (if possible) of waterproofing:
      1. Exterior walls elevator pits – typically bentonite waterproofing
      2. Elevator pit foundation, pile caps, mat foundations – typically bentonite waterproofing
      3. Interior of elevator pit wall and slab – typically fluid applied or sheet
      4. Elevated exposed decks – typically hot-applied or cold-applied system
      5. Elevated pool and spa structural box – typically hot-applied or cold-applied system
      6. Planter tops, walls, and slabs are typically cold and applied to walls and slabs. Sometimes, slab calls for hot-applied
      7. Balconies—typically a fluid-applied traffic coating, but it can also be a sealer. The painting sub can quote the sealer. 
      8. Interstitial spaces – typically fluid applied
      9. Exterior openings - typically fluid-applied or cementitious
      10. Parking garage slabs over occupied space – typically vehicular traffic coatings
      11. Exterior metal panels – typically fluid applied
      12. Back of house rooms – typically fluid applied
      13. Concrete eyebrows – typically fluid applied
    3. Check for waterproofing for the following items if applicable to the project:
      1. Top of parapet typically if no metal coping is shown
      2. Exterior walls or site walls below grade
      3. Shower floors and curbs (units and common areas) DIV09
      4. Tub decks- DIV09
      5. Shower benches- DIV09
      6. Bathroom floors for common areas- DIV09
      7. Unit AC/WH closets- DIV09
      8. Walls of hydrostatic slabs
    4. Takeoff approach
      1. Use floor plans and elevations as convenient to do area takeoffs
  15. Doors
    1. Quantify counts of leaves (counts) or counts of openings. 
      1. Single door = one leaf
      2. Double door = two leafs
      3. Pocket door = one leaf
      4. One bi-fold partition = two leafs
    2. Divide takeoff into the following:
      1. Units doors
        1. Entrance doors
        2. Interior swing doors
        3. Pocket doors
        4. Bi-fold doors
      2. Common Areas
        1. Wood doors
        2. Hollow metal doors
    3. Takeoff approach
      1. Use floor plans and count takeoff.
  16. Flooring
    1. Quantify the amount of SF for flooring
    2. Divide takeoff into the following:
      1. Units
        1. Types of flooring and location (if possible) = ex: carpet, tile, vinyl plank, wood, etc
        2. Bathroom wall tile
        3. Bathroom shower floor
        4. Kitchen backsplash (if applicable)
      2. Common areas
        1. Type of flooring
        2. Bathroom wall tile
        3. Other wall tiles
    3. Account for the following items
      1. Check if unit AC/WH closets require flooring
      2. Check for any flooring at unit balconies
      3. Don't back out of cabinets.
  17. Elevators
    1. Quantify the number of stops and number of openings per elevator
    2. Takeoff approach
      1. Use floor plans to count the takeoff of stops and openings.
      2. Organize takeoff per floor.
      3. Account for rear opening doors.
    3. Example of takeoff:
      1.  
  18. Pools
    1. Quantify the amount of SF for pools and spas.
    2. Takeoff approach
      1. Use floor plans and do area takeoff. 
      2. Include concrete entrance steps. 
      3. Omit perimeter coping
  19. Plumbing
    1. Quantify the number of bathrooms, bathtubs, and showers. 
    2. Takeoff approach
      1. Use floor plans to count the takeoff of tubs and showers
      2. Organize takeoff per unit type
    3. Example of takeoff:
      1.     
  20. Pavers
    1. Quantify the amount of SF for pavers. 
    2. Divide takeoff into the following:
      1. Location of paver:
      2. Sidewalks,
      3. Roadway/streets
      4. Pedestrian road crosswalks
      5. Pool deck
      6. Elevated terraces
        1. All elevated pavers to be mud set (must)
        2. All pavers above the basement to be mud set (must)
      7. Etc
    3. Takeoff approach
      1. Use floor plans to do area takeoff. 
      2. The pool sub typically includes pool perimeter coping. 
      3. Do linear takeoff of any concrete headers butting pavers. 
  21. Auger Cast Piles
    1. Quantify the count of piles per size and type
    2. Divide takeoff into the following:
      1. Compression piles
      2. Tension piles – more expensive than compression
    3. Piles are the actual concrete round support penetrating the ground. Please do not confuse it with a pile cap. The pile cap is the concrete box above the piles.
    4. Takeoff approach
      1. Use floor plans and count takeoff. 
    5. It is always good to check the length of the pile with the subcontractor. The subcontractor might have the correct number of piles but the incorrect length. 
  22. The volume of Pile Caps – DIV03
    1. Quantify the amount of volume for pile caps. 
    2. Divide takeoff into the following:
      1. Type of pile cap, ex: 3PC, 4PC, 30 PC, etc
    3. Takeoff approach
      1. Quantify the count of each type of pile cap.
      2. Identify the depth of each pile cap. 
      3. Quantify the surface area of each type of pile cap. 
      4. Pile Cap Volume for each type  = surface area times depth
  23. Structural Excavation-
    1. This topic will be an individual training topic since it involves parameters that are defined by the Team during the logistic process. 
    2. The purpose is to calculate the cubic yards of dirt for the structural excavation. 
  24. Sitework Fill or Export
    1. This topic will be an individual training topic since it involves parameters that are defined by the Team during the logistic process. 
    2.  The purpose is to calculate the cubic yards of dirt needed to fill the site or cubic yards of dirt to export the site. 
  25. Other recommended takeoffs
    1. Drywall SF
    2. Concrete Cubic Yards (CY)
    3. Toilet accessory counts
    4. Closet wire shelving LF
    5. Countertop SF
    6. Wood trim LF
    7. Specialty insulation SF
    8. Underground utility pipe length (water, fire, sanitary, storm) LF
    9. Utility sanitary manholes, storm structures, water inlets, RPZs, DDCVs, FDCs
    10. Appliance counts
    11. Site furnishings counts