Steven J. Peterson is a professor of construction management at Weber State University, where he joined the faculty in 2000. His specialty is the business side of running a construction company and managing construction projects. He is the author of Construction Accounting and Financial Management (2013), Construction Estimating Using Excel (2018), and Pearson’s Pocket Guide to Construction  Management (2012). He is the coauthor of Estimating in Building Construction (2019). Before becoming a professor, Steven spent 15 years working in the construction industry. He received an MBA and a BS in engineering from the University of Utah and is a licensed professional engineer.

CHAPTER 1: INTRODUCTION TO ESTIMATING
1—1 General Introduction
1—2 Estimating Methods
    Detailed Estimate
    Assembly Estimating
    Square-Foot Estimates
    Parametric Estimates
    Model Estimating
    Project Comparison Estimates
1—3 Estimating Opportunities
1—4 The Estimator
1—5 Quantity Surveying
1—6 Types of Bids
1—7 Contract Documents
1—8 Bidding Information
1—9 Availability of Contract Documents
1—10 Sources of Estimating Information
Web Resources
Review Questions

CHAPTER 2: CONTRACTS, BONDS, AND INSURANCE
2—1 The Contract System
2—2 Types of Agreements
    Lump-Sum Agreement (Stipulated Sum, Fixed Price)
    Unit-Price Agreement
    Cost-Plus-Fee Agreement
2—3 Agreement Provisions
2—4 Bonds
    Bid Bond
    Performance Bond
    Payment Bond
2—5 Obtaining Bonds
2—6 Insurance
Web Resource
Review Questions

CHAPTER 3: PROJECT MANUAL
3—1 Introduction
3—2 Construction Specifications Institute
3—3 Invitation to Bid (Advertisement for Bids)
3—4 Instructions to Bidders (Information for Bidders)
3—5 Bid Form
3—6 Form of Owner—Contractor Agreement
3—7 General Conditions
3—8 Supplementary General Conditions
3—9 Specifications
3—10 Alternates
3—11 Addenda
3—12 Errors in the Specifications
Web Resources
Review Questions

CHAPTER 4: THE ESTIMATE
4—1 Roll of Estimating
4—2 Organization
4—3 Notebook
4—4 To Bid or Not to Bid
4—5 Planning the Estimate
4—6 Site Investigation
4—7 Quantity Takeoff
4—8 Materials
4—9 Labor
4—10 Equipment
4—11 Specialty Contractors
4—12 Overhead and Contingencies
4—13 Profit and Home Office Costs
4—14 Workup Sheets
4—15 Summary Sheet
4—16 Errors and Omissions
Web Resources
Review Questions

CHAPTER 5: COMPUTERS IN ESTIMATING
5—1 Overview
5—2 Benefits and Dangers of Computerized Estimating
5—3 Spreadsheets
5—4 Specialized Estimating Software
5—5 Takeoff Software
5—6 Building Information Modeling
    Model Creation
    Limitations and Potential Problems
    Uses in Estimating
    Potential Effects of BIM on Estimating
    Extracting Quantities from Revit
    Exporting Quantities to Excel
Web Resources
Review Questions

CHAPTER 6: OVERHEAD AND CONTINGENCIES
6—1 Overhead
6—2 Home Office Overhead
6—3 Job Overhead (General Conditions, Direct Overhead)
6—4 Scheduling
6—5 Contingencies
6—6 Checklist
    Undistributed Labor
    Temporary Buildings, Enclosures, and Facilities
    Temporary Office
    Barricades and Signal Lights
    Temporary Utilities
    Repairs and Protection
    Relocating Utilities
    Cleaning
    Permits
    Professional Services
    Labor Burdens and Taxes
    Bonds and Insurance
    Miscellaneous Equipment and Services
Web Resources
Review Questions

CHAPTER 7: LABOR
7—1 Labor Hours and Productivity
7—2 Fair Labor Standards Act
7—3 Davis-Bacon Act
7—4 Unions–Wages and Rules
7—5 Open Shop
7—6 Labor Burden
7—7 Pricing Labor
Web Resources
Review Questions

CHAPTER 8: EQUIPMENT
8—1 General
8—2 Equipment Productivity
8—3 Operating Costs
8—4 Ownership Costs
8—5 Leasing Costs
8—6 Rental Costs
8—7 Miscellaneous Tools
8—8 Cost Accounting
8—9 Mobilization
8—10 Checklist
Review Questions

CHAPTER 9: SPECIALTY CONTRACTORS
9—1 Specialty Contractors
9—2 Request for Quote
9—3 Writing a Scope of Work
9—4 Checking Specialty Contractor Bids
9—5 Selecting Specialty Contractors
Review Questions

CHAPTER 10: EXCAVATION
10—1 General
10—2 Specifications
10—3 Soil
10—4 Calculating Excavation
10—5 Equipment
10—6 Earthwork–New Site Grades and Rough Grading
    Cross-Section Method
    Average End Area
10—7 Perimeter and Area
10—8 Topsoil Removal
10—9 General Excavation
10—10 Special Excavation
10—11 Backfilling
10—12 Excess and Borrow
10—13 Spreading Topsoil, Finish Grade
10—14 Landscaping
10—15 Pumping (Dewatering)
10—16 Rock Excavation
10—17 Subcontractors
10—18 Excavation Checklist
10—19 Piles
10—20 Pile Checklist
10—21 Asphalt Paving
Web Resources
Review Questions

CHAPTER 11: CONCRETE
11—1 Concrete Work
11—2 Estimating Concrete
11—3 Reinforcing
11—4 Vapor Retarder
11—5 Accessories
11—6 Concrete Finishing
11—7 Curing
11—8 Transporting Concrete
11—9 Forms
11—10 Form Liners
11—11 Checklist
11—12 Precast Concrete
11—13 Specifications
11—14 Estimating
11—15 Precast Tees
11—16 Precast Slabs
11—17 Precast Beams and Columns
11—18 Miscellaneous Precast
11—19 Precast Costs
11—20 Precast Checklist
Web Resources
Review Questions

CHAPTER 12: MASONRY
12—1 General
12—2 Specifications
12—3 Labor
12—4 Bonds (Patterns)
12—5 Concrete Masonry
    Concrete Block
12—6 Specifications–Concrete Masonry
12—7 Estimating–Concrete Masonry
12—8 Clay Masonry
12—9 Specifications–Brick
12—10 Estimating Brick
12—11 Specifications–Tile
12—12 Estimating Tile
12—13 Stone Masonry
12—14 Specifications–Stone
12—15 Estimating Stone
12—16 Mortar
12—17 Accessories
12—18 Reinforcing Bars
12—19 Cleaning
12—20 Equipment
12—21 Cold Weather
12—22 Subcontractors
12—23 Checklist
Web Resources
Review Questions

CHAPTER 13: METALS
13—1 General
13—2 Structural Metal
13—3 Structural Metal Framing
13—4 Metal Joists
13—5 Metal Decking
13—6 Miscellaneous Structural Metal
13—7 Metal Erection Subcontractors
13—8 Miscellaneous Metals
13—9 Metal Checklist
Web Resources
Review Questions

CHAPTER 14: WOOD
14—1 Frame Construction
14—2 Board Measure
14—3 Floor Framing
14—4 Wall Framing
    Exterior Walls
    Interior Walls
14—5 Ceiling Assembly
14—6 Roof Assembly
14—7 Trim
14—8 Labor
14—9 Wood Systems
14—10 Wood Trusses
14—11 Laminated Beams and Arches
14—12 Wood Decking
14—13 Plywood Systems
14—14 Wood Checklist
Web Resources
Review Questions

CHAPTER 15: THERMAL AND MOISTURE PROTECTION
15—1 Waterproofing and Dampproofing
15—2 Membrane Waterproofing
15—3 Integral Method
15—4 Painted Method
15—5 Insulation
15—6 Air and Water Barriers
15—7 Aluminum and Vinyl Siding, Soffit, and Fascia
15—8 Stucco
15—9 Roofing
15—10 Roof Areas
15—11 Asphalt Shingles
15—12 Wood Shingles
15—13 Slate Shingles
15—14 Clay and Concrete Tile
15—15 Sheets, Tile, and Shingles Formula
15—16 Metal Roofing
15—17 Roof Insulation
15—18 Built-up Roofing
15—19 Membrane Roofing
15—20 Flashing and Trim
15—21 Roofing Accessories
15—22 Labor
15—23 Equipment
15—24 Caulking
15—25 Checklist
Web Resources
Review Questions

CHAPTER 16: DOORS AND WINDOWS
16—1 Window and Curtain Wall Frames
16—2 Accessories
16—3 Doors
16—4 Prefitting and Machining (Premachining) Doors
16—5 Prefinishing Doors
16—6 Door Frame
16—7 Hardware
16—8 Accessories
16—9 Checklist for Doors and Frames
16—10 Glass
Review Questions

CHAPTER 17: FINISHES
17—1 Drywall and Wetwall Construction
17—2 Supporting Construction
17—3 Types of Assemblies
17—4 Drywall Types
17—5 Drywall Accessories
17—6 Estimating Drywall
17—7 Column Fireproofing
17—8 Wetwall Construction
17—9 Plaster
17—10 Lath
17—11 Accessories
17—12 Suspended Ceilings
17—13 Flooring
17—14 Wood Flooring
17—15 Laminate Flooring
17—16 Resilient Flooring
17—17 Carpeting
17—18 Tile
17—19 Wood Panels
17—20 Painting
17—21 Finishes Checklist
Web Resources
Review Questions

CHAPTER 18: ELECTRICAL
18—1 Electrical Work
18—2 Single Contracts
18—3 Separate Contracts
18—4 Coordination Requirements
18—5 Electrical Estimates
18—6 Electrical Estimates Using Assemblies
18—7 Detailed Electrical Estimates
18—8 Conduit and Wiring
18—9 Checklist
Review Questions

CHAPTER 19: PLUMBING
19—1 Plumbing Work
19—2 Single Contracts
19—3 Separate Contracts
19—4 Coordination Requirements
19—5 Plumbing Estimates
19—6 Plumbing Estimates Using Assemblies
19—7 Detailed Plumbing Estimates
19—8 Piping
19—9 Fire Sprinklers
19—10 Checklist
Review Questions

CHAPTER 20: HEATING, VENTILATING, AND AIR-CONDITIONING
20—1 HVAC (Heating, Ventilating, and Air-Conditioning) Work
20—2 Single Contracts
20—3 Separate Contracts
20—4 Coordination Requirements
20—5 HVAC Estimates
20—6 HVAC Estimating Using Assemblies
20—7 Detailed HVAC Estimates
20—8 Checklist
Review Questions

CHAPTER 21: PROFIT
21—1 Profit
21—2 Assessing Risk
21—3 Assessing the Competition
Review Questions

CHAPTER 22: OTHER ESTIMATING METHODS
22—1 Overview
22—2 Project Comparison Method
22—3 Square-Foot Estimating
22—4 Assembly Estimating
Web Resource
Review Questions

Appendices
A. Drawings and Outline Specifications for Small Commercial Building
B. Drawings and Outline Specifications for Residential Building Project
C. Drawings and Outline Specifications for Commercial Building Project
D. Drawings for Billy’s C-Store
E. Drawings and Outline Specifications for Real Estate Office
F. BidSim
G. Conversions
H. Sample Equipment Costs
I. Common Terms Used in the Building Industry
J. Spreadsheets

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