| Originator: | David Brickey Status: Approved Department: HVA Heating, Ventilation, &Air Conditioning |
| Date Created: | 01/08/2018 Submitted: 01/15/2018 Completed: 02/27/2018 |
| Effective Semester: | Fall |
| Catalog Year: | 2018-19 |
| Course Prefix: | HVA |
| Course Number: | 128 |
| Course Full Title: | HVAC Estimating and Bidding |
| Old course information: | |
| Reason for Evaluation: | New Course Competency Based Education |
| Current Credit: | 2 |
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| If the credit hour change box has been marked, please provide the new credit hour: | |
| New Lecture Hours: | |
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| New Internship Hours: | |
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| SUN Course?: | No |
| AGEC Course?: | No |
| Articulated?: | No |
| Transfer: | Non Applicable |
| Prerequisite(s): | HVA 127 |
| Corequisite(s): | |
| Catalog Course Description: | This course prepares students for estimating and bidding HVAC projects, and examining what is needed to prepare for a good project start |
| Course Learning Outcomes: | 1. Compile material and information for bidding estimating jobs.(2,3,5)
2. Sizing light commercial and residential HVAC systems.(2,3,5) |
| Course Competencies: | 1. Present the construction bidding and award process.
2. Compile a company overhead rate. 3. Compute the most appropriate size and system configuration for a residential and light commercial HVAC installation project. 4. Compile the material cost of an HVAC installation project. 5. Compile the direct expenses of an HVAC installation project. 6. Prepare an HVAC installation estimate for a residential housing project, multi-unit building project, and a remodeling project. 7. Apply risk management to a cost estimate. 8. Interpret a construction contract. |
| Course Outline: | I. Planning and estimating
a. The bid process i. Obtaining work and request for bids ii. The pre-bid meeting iii. Request for Information (RFI) iv. Addendum v. Bid Awards a. Notice to proceed b. Contract start date b. Creating the estimate i. Organizing the estimate to minimize errors ii. General expenses a. Indirect expenses (Cost) i. General expenses ii. Hourly ownership cost of an item of equipment iii. Miscellaneous recurring business expenses iv. Insurance cost a. General liability insurance b. Workers comp c. Auto and truck v. Determining overhead rate II. Direct expenses a. Labor cost b. Subcontractor cost (buying out a job) i. How subcontractor work is priced ii. Potential problems with the use of subcontractors on a project c. Bond cost i. Definitions and parties of the surety bond ii. Meaning and selection of bonded contractors iii. Types of bonds a. Bid bond b. Performance bond (completion bond) c. Payment bond d. Fidelity bond iv. Why bond costs vary between contractor d. Material cost i. Estimating quantities and materials a. Sizing a unit i. Calculating building heat load ii. Determining system "tonnage" based on size of the structure b. Preparing a bill of materials (ingredients list) c. Takeoffs i. Quantity calculations using the centerline length of perimeter footings and walls ii. Using rough carpentry work in a takeoff iii Using finish carpentry and miscellaneous item work in a takeoff iv. Cost per fixture method v. Miscellaneous job/project specific cost ii. Equipment rental iii. Permit fees III. Estimation mark ups, summarizing prices, and determining the total price a. Unique Estimate types i. Creating a multi HVAC system building estimate ii. Creating residential construction estimate a. Calculating general expense for a residential project b. Homebuilder's standard trade breakdown estimate iii. Creating a remodeling estimate b. Calculating risk of exceeding the initial estimate i. Risk to schedule (delays and overruns) ii. Schedule impact on cost IV. Preparing for the job start after winning the bid a. Outline tasks that should be addressed after bids are awarded b. Creating a project/job schedule i. Equipment manufacturing time c. Signing the contract i. Elements of a contract ii. Payment terms a. Significance of substantial completion iii. Significance of written notice to proceed iv. Errors and omission in the plans v. Lien waivers vi. Dispute resolution |