1. Mechanical Estimating Presented by North American Mechanical, Inc.

2. Introductions Jeannie Cullen, Project Manager Kurt Wellenstein, Estimator

3. About NAMI HVAC provider located in De Forest Started in 1974 and reincorporated in 1998 Perform work through out Wisconsin and occasionally out of the state Employees over 200 people including a field staff of 135

4. NAMI Services HVAC Design-Build and Design-Assist HVAC Construction HVAC Prefabrication Building Automation and Controls Planned Maintenance and HVAC Service CAD/BIM

5. NAMI Around Campus In the past few years, NAMI has worked on many UW Jobs including: – Wisconsin Energy Institute – Mechanical Engineering – Camp Randall – Union South – Gordon Commons

6. NAMI’s Estimating Team Two full time HVAC estimators One full time plumbing estimator Work Load: – Typically, bid 6-10 projects per month – Will work on 2-3 estimates at a time – Will spend an average of 4-6 days on each estimate

7. What is Typically Included? NAMI Costs including field and prefabrication labor, materials, overhead, etc. Equipment Subcontractors: insulator, controls, test & balance, etc. Profit

8. HVAC Estimating Process Determine if the project is a fit for NAMI – Location of project – What other projects are being bid – Schedule of project – What is our back log – Difficulty of project – GC’s bidding – What other HVAC’s are bidding – Bidding process-Prime, to GC?

9. HVAC Estimating Process Determine if the project is a fit for NAMI – Download and print from Isqft Read specifications – Does project require a bid bond? Performance? Payment? – Is the project wage rate? – What are the general conditions? Temp Heat? LEED? Dumpsters and clean up? – What type of materials and methods will we need?

10. HVAC Estimating Process Set up to complete the estimate – Estimating software configured to follow project spec Do take off Enter take off into NAMI Estimating Spreadsheet

11. HVAC Estimating Tools Computer Software – Fast Pipe and Quote Express Past history Ruler, colored pencils, etc. On Screen Take Offs Digitizer Templates

12. Example

13. Review Example Equipment Rough In – VAVs (4) – EWH (1) Grilles, Registers, Diffusers – SD (15), TG (11), EG (3) Duct Equipment Schedule Page – Coil (1), Chiller (1), Dry Cooler (2), Fan (3)

14. Try One On Your Own

15. Review Practice Problem

16. Any Questions?