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					                            UDA Estimating Software


Components
   Estimating – Within estimating there are several folders which are;
        o CSI
                Blank Estimate – The Bank Estimate spreadsheet contains tabs
                  such as listed below.
                        Project Totals – This spreadsheet is the totals of all the sub-
                           sheets listed below. Each section below contains its own
                           spreadsheet and tab. Then totals and information is pulled
                           and put into the project totals spreadsheets. Each section
                           below Category 1 and Company Overhead and Margin and
                           contain their own fields to calculate costs and costs per unit
                           etc…
                               o Category 1
                               o Company Overhead and Margin
                CSI Master – The CSI Master spreadsheet contains tabs such as
                  listed below. I don’t know if you add the information directly
                  within this spreadsheet, or this is automatically updated (I assume
                  it is) as you enter in within other spreadsheets.
                        Project Totals – This spreadsheet is the totals of all the sub-
                           sheets listed below. Each section below contains its own
                           spreadsheet and tab. Then totals and information is pulled
                           and put into the project totals spreadsheet. The Div.’s have
                           sub-sections of their own and contain fields and area to
                           calculate costs per unit etc…
                               o Div.1 – General Requirements
                               o Div. 2 – Site Work
                               o Div. 3 – Concrete
                               o Div. 4 – Masonry
                               o Div. 5 – Metals
                               o Div. 6 – Carpentry
                               o Div. 7 – Thermal Moisture
                               o Div. 8 – Doors & Windows
                               o Div. 9 – Finishes
                               o Div. 10 – Specialties
                               o Div. 11 – Equipment
                               o Div. 12 – Furnishings
                               o Div. 13 – Special Const.
                               o Div. 14 – Conveying Systems
                               o Div. 15 – Mechanical
                               o Div. 16 – Electrical
                               o Company Overhead & Margin
                UDA Estimating Software

o Light Commercial
      LC Master
            Project Totals – This spreadsheet is the totals of all the sub-
              sheets listed below. Each section below contains its own
              spreadsheet and tab. Then totals and information is pulled
              and put into the project totals spreadsheet. The tab sheets
              below have sub-sections of their own and contain fields and
              area to calculate costs per unit etc…
                   o Planning
                   o Demolition
                   o Foundation
                   o Framing
                   o Metal Building Structure
                   o Ext. Windows & Doors
                   o Electrical Systems
                   o Plumbing System
                   o HVAC System
                   o Fireplaces & Trim
                   o Roofing Insulation & Drywall
                   o Exterior Veneer
                   o Cabinetry & Countertops
                   o Interior Trim & Stairs
                   o Floor Covering
                   o Tile & Ceramics
                   o Interior Finishes
                   o Door & Closet Hardware
                   o Bath Hardware
                   o Appliances
                   o Site Improvements
                   o Exterior Areas & Finishes
                   o Specialty Options
                   o Construction Clean Up
                   o Project Insurance
                   o Jobsite Facilities
                   o Miscellaneous
      Blank Estimate
            Project Totals – This spreadsheet is the totals of all the sub-
              sheets listed below. Each section below contains its own
              spreadsheet and tab. Then totals and information is pulled
              and put into the project totals spreadsheets. Each section
              below Category 1 and Company Overhead and Margin and
              contain their own fields to calculate costs and costs per unit
              etc…
                   o Category 1
                   o Company Overhead and Margin
                UDA Estimating Software

o Remodeling
      Remodeling Master
            Project Totals – This spreadsheet is the totals of all the sub-
              sheets listed below. Each section below contains its won
              spreadsheet and tab. Then totals and information is pulled
              and put into the project totals spreadsheets. Each section
              below contains their own fields to calculate costs and costs
              per unit etc…
                  o Planning
                  o Demolition
                  o Foundation
                  o Framing
                  o Exterior Windows & Doors
                  o Electrical Systems
                  o Plumbing Systems
                  o HVAC System
                  o Fireplaces & Trim
                  o Roofing
                  o Insulation & Drywall
                  o Exterior Veneer
                  o Cabinetry & Countertops
                  o Interior Trim & Stairs
                  o Floor covering
                  o Tile & Ceramics
                  o Interior Finishes
                  o Door & Closet Hardware
                  o Bath Hardware
                  o Appliances
                  o Site Improvements
                  o Exterior Areas & Finishes
                  o Specialty Options
                  o Construction Clean Up
                  o Project Insurance
                  o Jobsite Facilities
                  o Miscellaneous
                  o Supervision
                  o Company Overhead and Margin
      Blank Estimate
            Project Totals – This spreadsheet is the totals of all the sub-
              sheets listed below. Each section below contains its own
              spreadsheet and tab. Then totals and information is pulled
              and put into the project totals spreadsheets. Each section
              below Category 1 and Company Overhead and Margin and
              contain their own fields to calculate costs and costs per unit
              etc…
                  o Category 1
                 UDA Estimating Software

                      o Company Overhead and Margin

o Remodeling Summary – Within each section contains a detail sheet that
  allows you to enter in costs, and information that is specific for each sub-
  section below.
       Remodeling - Bath Remodeling
       Remodeling – Blank
       Remodeling – Garage Interior Remodeling
       Remodeling – Great Room Addition
       Remodeling – Interior Renovation
       Remodeling – Kitchen Remodeling
       Remodeling – Replace Windows
       Remodeling – Room Bath Addition
       Remodeling – Basement Finish Out
o Residential
       Residential Master
               This spreadsheet is the totals of all the sub-sheets listed
                 below. Each section below contains its won spreadsheet
                 and tab. Then totals and information is pulled and put into
                 the project totals spreadsheets. Each section below
                 contains their own fields to calculate costs and costs per
                 unit etc…
                     o Planning
                     o Foundation
                     o Framing
                     o Ext. Windows & Doors
                     o Electrical Systems
                     o Plumbing Systems
                     o HVAC System
                     o Fireplaces & Trim
                     o Roofing
                     o Insulation & Drywall
                     o Exterior Veneer
                     o Cabinetry & Countertops
                     o Interior Trim & Stairs
                     o Floor covering
                     o Tile & Ceramics
                     o Interior Finishes
                     o Door & Closet Hardware
                     o Bath Hardware
                     o Appliances
                     o Site Improvements
                     o Exterior Areas & Finishes
                     o Specialty Options
                     o Construction Cleanup
                     o Project Insurance
                        UDA Estimating Software

                              o Jobsite Facilities
                              o Miscellaneous Supervision
                              o Company Overhead and Margin
                Residential Sample
                      Shows a sample spreadsheet of what it might looked all
                         filled out with totals listed.
                Blank Estimate
                      Project Totals – This spreadsheet is the totals of all the sub-
                         sheets listed below. Each section below contains its own
                         spreadsheet and tab. Then totals and information is pulled
                         and put into the project totals spreadsheets. Each section
                         below Category 1 and Company Overhead and Margin and
                         contain their own fields to calculate costs and costs per unit
                         etc…
                              o Category 1
                              o Company Overhead and Margin
       o Residential Summary
                The Residential Summary contains the following spreadsheets and
                 forms listed below. The summary includes 15 sample projects,
                 preprogrammed with national average construction costs.
                      Summary Master
                      Summary Sample
                      15 Sample Projects
   Scheduling
       o This section is designed to produce professional schedules for Residential,
          Renovation and Light Commercial Construction Projects. Combining
          comprehensive scheduling features with clear understandable Gantt Charts.
          Each schedule contains areas such as;
                Powerful Gantt Charts
                Critical Path Methods with Predecessors
                Intelligent Integration with UDA Estimating
                Summary Task Bars for Scheduling Headers
                Percentage Complete Graphing
                5,6 or 7 Day Work Week Schedules
                Integrated Calendar Tool for Date Entry
                Task Notes for Each Scheduled Task
                Field Notes for Recording Progress Information
                Milestones for Marking Deadlines or Events
                Start Date, End Date, Duration and Color Bar Options
                Export Schedule / Bid and Start Task Reminder to MS Outlook
                Multi-Project Critical Path Scheduling (including in XT Versions)
                Optional Export to Microsoft Project (included in XT Versions)
                         UDA Estimating Software

   Contracts
       o Within the contracts section contains UDA Contracts which feature the
           industry’s leading resource of 127 Expert Construction Contracts and
           Forms for Residential and Light Commercial construction professionals.
           The following are the different types of contracts within the Contracts
           section of the software. There might be additional ones within the CA
           versions.
                Arbitration Rules
                Architectural Contracts
                Architectural Notes
                Conditions and Addenda
                Construction Management
                Contracts
                Design Build
                Draw Requests & Lien Forms
                FHA & VA
                Real Estate
                Proposal
                Remodeling
                Subcontractor
   Specification
       o Within the specification folder contains two different types of
           specification information, Light Commercial and Residential. Each sheet
           contains detailed definitions of construction methods, materials and
           finishes. Contains over 300 categories of details specifications.
   Financing
       o Within the financing folder you will be able to create Loan Request
           Summary Letters, Client Supplier and Professional Reference Lists, etc…
           Listed below are the details within the sub-section of financing.
                Financial Spreadsheet
                        This we will be tracking with QuickBooks which will
                           automatically import.
                Financial Forms
                        Cover Sheet
                        Table of Contents
                        Client Reference List
                        Supplier Reference List
                        Subcontractor Reference List
                        Banking & Professional Reference List
                        Loan Request Summary Letter
                        Schedule of Business Dept
   Planning
       o The UDA Planning guide is designed to assist in the selection and design
           of a new home. It is useful for selecting from a library of existing plans or
           guiding the design of a custom home while also serving as an effective
                            UDA Estimating Software

             tool for establishing relationships with clients. Some of the benefits of
             this tool includes;
                  22 Pages of Innovative Design Ideas
                  Useful Worksheets and Square Footage Guidelines
                  Assists in the Selection and Design of a New Home
                  Helps Define Programming and Client Requirements
                  Establishes Needs and Priorities.
      Accounting
          o This section and information will be controlled by QuickBooks.


Solutions
    Custom Project
          o Custom Project are modeled for various project types and divided into
            specific groups based upon the relationship of the parties involved.
                Contractor & Owner – This contains several forms and/or
                    documents that are pertinent for Contractor & Owner relations
                         Contract
                               o Fixed Amount Contract
                               o Cost Plus Contract Percentage
                               o Cost Plus Contract Fixed Fee
                         General Conditions
                               o General Conditions
                         Specifications
                               o Residential
                               o Light Commercial
                               o Developer
                               o Summary Specifications
                         Project Allowances
                               o Project Allowances
                         Finish Schedules
                               o Finish Schedule Exterior
                               o Finish Schedule Interior
                         Construction Pavement Schedule
                               o Construction Payment Schedule
                         Draw Request
                               o Draw Request – Fixed Contract
                               o Draw Request – Cost Plus
                         Mold Disclosure Statement
                               o Mold Disclosure Statement
                         Change Order
                               o Change Order – Fixed Contract
                               o Change Order – Cost Plus
                         Certificate of Substantial Completion
                               o Certificate of Substantial Completion
                         Inspection Check List
                           UDA Estimating Software

                               o Inspection Check List – Punch List
                           Limited Warranty
                               o Limited Warranty
                           Lien Waivers
                               o Lien Waiver
                           Release of Mechanic Liens
                               o Affidavit for Release of Mechanic’s Liens
   Spec Project
       o The spec project section contains the following different types of forms
           that are outlines for various project types and divided into specific groups
           based upon the relationship of the parties involved
                Contract & Buyer Contracts & Forms Between Contractor &
                   Buyer.
                Contractor & Sub-Contractors Contracts & Forms Between
                   Contractor & Sub-Contractor.
                Contractor and Bank Contracts & Forms Between Contractor and
                   Bank
   Track Project
       o Same concept as the above but forms that deal with Tract Projects. As
           above dealing with three different sub types Contract & Buyer, Contractor
           & Subcontractors etc…
   Remodeling Project
       o Same concept as the above but forms that deal with Tract Projects. As
           above dealing with three different sub types Contract & Buyer, Contractor
           & Subcontractors etc…
   Construction Management
       o Same concept as the above but forms that deal with Tract Projects. As
           above dealing with three different sub types Contract & Buyer, Contractor
           & Subcontractors etc…
   Light Commercial Project
       o Same concept as the above but forms that deal with Tract Projects. As
           above dealing with three different sub types Contract & Buyer, Contractor
           & Subcontractors etc…
   Construction Proposals
       o This section provides framework of professional contracts, forms and
           specifications designed to better manage construction projects and
           generate measurable results. The following are the types of
           contracts/forms that are pre-available within the program;
                Specs LC
                Specifications
                Summary Specifications
                Project Allowances
                Cover Sheets
                Client Reference List
                Supplier Reference List
                Subcontractor Reference List
                            UDA Estimating Software

                     Banking & Professional Reference List

Products
    Is designed to add a wide range of features and functions to Construction Office
      or operate independently as a stand alone module. It contains; (I think this is a
      add-on)
          o UDA Project Sync
                   Advanced File Synchronization Tools
          o UDA Subscription Services
                   Year Round updates for Construction Office Components
          o UDA Priority Support Services
                   Construction Office Technical Support
          o UDA Developer Tools
                   Real Estate Property Development Tools
          o UDA Personnel Management
                   Safety Manuals, Employee Manuals and HR Forms
          o UDA Property Management
                   Rental Property Management Tools.
          o UDA Marketing Tools
                   Construction Marketing Tools

				
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posted:5/4/2010
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