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Schedule of Values
Instructions | Template | UM Codes
Instructions
- Complete the project information section.
- Enter the required information in the following cells:
- CSI - select relevant specification section per the project manual
- Description - maximum 27 characters, use standard abbreviations. Do not use punctuation such as periods, appostrophies or quotations. (feet = ft, inches = in)(example: 3/4in copper DHW)
- UM - select relevant unit from UM list (UM Codes) Must be CAPS .
- Quantity - whole number, no decimals ( do not use truncation to hide decimal portion of value. Round value to nearest dollar.)
- Labor - whole number, no decimals ( do not use truncation to hide decimal portion of value. Round value to nearest dollar.)
- Material - whole number, no decimals ( do not use truncation to hide decimal portion of value. Round value to nearest dollar.)
- Total - no entry required, field will auto calculate. Shaded areas are auto calculating.
- To add lines to the sheet, select the last empty formatted line ( above the shaded Total line ) on the sheet (click in the left most column, the one EXCEL numbers) and from the Edit menu or the popup menu (right mouse button) select C OPY(or use Ctrl-C).
From the Insert menu select Copied Cells or from the popup menu select Insert Copied Cells. - Do not insert additional columns.
- Do not add lines below the Total line ( shaded line ).
- Do not use header lines (Bldg names/numbers, floor numbers, elevation titles). Incorporate all titles in descriptions (example: Bld-1 Acc Ceilings)
- Do not hide columns or rows.
- Properly completed Schedule of Values spreadsheet will facilitate execution of your contract and creation of your Application for Payment.
Template
Schedule of Values
Project No: __________________________ Contract No: ____________________
Project: ____________________________ CR No: ________________________
Contractor: _________________________ Trade: _________________________
| CSI | Description | UM | QTY | Labor | Material | SCHEDULED VALUE |
|---|---|---|---|---|---|---|
| $ | ||||||
| $ | ||||||
| $ |
UM Codes
AC - Acres
BF - Board Feet
CF - Cubic Feet
CI - Cubic Inches
CS - Hundred Square Feet
CY - Cubic Yard
EA - Each
FC - Hundred Feet
FT - Feet
GA - Gallons
HR - Hour
IN - Inches
LB - Pounds
LF - Linear Feet
LS - LumpSum
LY - Linear Yard
MB - Thousand Board Feet
MF - Thousand Feet
MH - Man Hour
MI - Miles
MO - Months
NT - Not to Exceed
PC - Pieces
SF - Square Feet
SI - Square Inch
SQ - Square
SY - Square Yard
TN - Tons
WK - Weeks
YD - Yards