There are six main sheets which go to make up the complete bid summary. In case additional systems are required which are not listed in the printed summary, there are blank sheets which may be numbered 4a, 46, 4c, etc. Sample sheets of the bid summary are shown as Figs. 5.1 to 5.7. The heading of the first sheet is made up in such a way that the essential information concerning the project is given. These are such items as name, location, etc. This heading should be completed before the estimate is begun. Headings of other sheets of the summary contain only such information as may be necessary to ensure that they are attached to the proper summary should they become separated.
The heating and piping bid summary may be used very effectively as a guide to the estimator in making the take-off of material. The main object of any summary is, obviously, for the summation or totaling of the material, labor, and miscellaneous costs. It is just as obvious that if the summary is used as an outline or guide for making the take-off of the material, it will be much easier to fit the totals, etc., taken from the estimate into the summary. The use of the summary as a guide or outline for the take-off will also ensure that the estimate is made in an orderly manner, and will to an appreciable extent preclude the omission or duplication of many items.
There will be, on some projects, systems which will not be listed in the summary. This will be true particularly on industrial piping jobs. In this case it is a simple matter to use sheet 4a, 4b, etc., for these special systems. They should be listed giving the main types of material required and work involved.
The summary, used as described here, will then represent the total job, including the standard system as well as all special systems involved in the proposed project.
5.2. Summary Items—Column 1
Column 1 includes the numbering system as well as the summary items of the estimate. These items are listed in the probable sequence of installation and will, in most cases, follow the actual construction of the job. However, this element is not as important as the establishment of a set procedure for take-off.
Generally speaking, column 1 contains a listing of either required equipment or systems of piping needed for the interconnection of this equipment. Together, these elements form a complete system. In each case the estimate summary is developed using this breakdown of material and work involved. As an example, sheet 1 of the summary (Fig. 5.1) gives I Boiler Plant, which is broken down into two parts, part 1, Equipment, and part 2, Boiler Piping. All items of materials and the labor for setting this equipment should be included under the appropriate item of equipment. The interconnecting piping between these items of equipment should be included under the appropriate item of boiler piping.