Retirement Home Worksheets

Download the Retirement Home Estimation App

 

 

Foundation Worksheet

 

 

Now let’s take a look at the foundation of your small home project.  Here are some questions for you and any building partners to consider. 

 

Research your answers as much as possible and if you do not know at this time choose option 3.

 

Is your land you will build on flat?

 

1. Completely flat

2. Slight slope

3. Moderate slope

4. Extreme slope

5. Side of a cliff

 

Your Numerical Score:                    ____

 

 

Is this home site easily accessible from the nearest street?

 

1.   Driveway is complete with gravel

2.   Driveway is visible with dirt road

3.   Clear path of undisturbed grass

4.   Unknown path with trees and obstacles

5.   Bridge or other infrastructure needed

 

Your Numerical Score:                    ____

 

 

Does the local building department require the foundation to have an engineering seal or stamp?

 

1.   No

2.   Probably Not

3.   Maybe

4.   Probably So

5.   Yes

 

Your Numerical Score:                    ____

Are you building a slab, piers, crawlspace, or a basement for your foundation?

 

1.   Slab

2.   Piers

3.   Crawlspace

4.   Combination of two of the above

5.   Basement

 

Your Numerical Score:                    ____

 

 

What will your subfloor system be constructed with?

 

1.   Conventional Wood or Lumber

2.   Manufactured Glue Laminated Timbers

3.   Pre-built floor trusses

4.   Heavy Timbers

5.   Concrete or Steel

 

Your Numerical Score:                    ____

 

 

What will your foundation’s wall system be made of?

 

1.   No wall (Slab or Piers)

2.   Concrete Block

3.   Poured Concrete Walls

4.   Pre-insulated Foundation System

5.   Insulated Concrete forms

 

Your Numerical Score:                    ____

 

 

What portion of the foundation area will be finished during construction?

 

1.   0%

2.   25%

3.   50%

4.   75%

5.   100%

 

Your Numerical Score:                    ____

 

 

 

Calculations:

 

Add up your total score from the previous questions and place it in the blank.  Range: (7-35)    

 

Your Total Numerical Score:                    ____

 

Divide your score by 7

 

Total Score Divided By 7:          ____  (Round the number up)

 

Find your approximation on the scale below.

 

1.   $30-$45

2.        $46-$61

3.        $62-$77

4.        $78-$93

5.        $94-$109     

 

Your Price Range:                          ____

 

 

 

 

Main Floor Worksheet

 

 

Now let’s take a peak at the main floor of your small home project.  Here are some questions for you and any building partners to consider.

 

Research your answers as much as possible and if you do not know at this time choose option 3.

 

How many sinks will be on the main floor of your home?

 

1. 1

2. 2

3. 3

4. 4

5. 5

 

Your Numerical Score:                    ____

 

 

What percentage of the main floor’s roof system will built using conventional construction with no heavy timbers?

 

1.   100%

2.   75%

3.   50%

4.   25%

5.   0%

 

What is the primary construction of the main floor’s wall system?

 

1.   Conventional Lumber

2.   Conventional and Spray Foam

3.   Structural Insulated Panels

4.   Insulated Concrete Forms

5.   Glass

 

Your Numerical Score:                    ____

 

 

 

 

 

 

What type of flooring material will make up the largest percentage of the home?

 

1.   Carpet

2.   Wood

3.   Tile

4.   Exotic Hardwood

5.   Stone

 

Your Numerical Score:                    ____

 

 

What is the primary exterior siding?

 

1.   Vinyl

2.   Natural Wood

3.   Concrete Board

4.   Tree Bark

5.   Stone

 

Your Numerical Score:                    ____

 

 

 

How many fireplaces are on the main floor?

 

1.   1

2.   2

3.   3

4.   4

5.   5 or more

 

 

What is the square footage of exterior porches?

 

1.   100-200 square feet

2.   201-400 square feet

3.   401-600 square feet

4.   601-800 square feet

5.   800 or more square feet

 

Your Numerical Score:                    ____

 

 

 

 

 

 

 

What is the highest ceiling height on your main floor?

 

1.   8’

2.   9’

3.   10’

4.   11’

5.   12’ or more including vaulted ceilings.

 

Your Numerical Score:                    ____

 

 

Calculations:

 

Add up your total score from the previous questions and place it in the blank.  Range: (8-40)    

 

Your Total Numerical Score:                    ____

 

Divide your score by 8

 

Total Score Divided By 8:          ____  (Round the number up)

 

Find your approximation on the scale below.

 

1.  $100-$125

2.    $125-$150

3.    $150-$175

4.    $175-$200

5.    $225 -$250   

 

Your Price Range:                          ____

 

Now take your price range and multiply it by your desired foundation’s square footage.

 

Your Budget Range:       

                  ____

 

 

 

 

Second Floor Worksheet

 

It is now time to create budget numbers for the second floor of your small home project.  Here are some questions for you and any building partners to consider. 

If you do not have a second floor or loft you can skip this section entirely.

 

Research your answers as much as possible and if you do not know at this time choose option 3.

 

 

 

 

 

 

 

 

 

 

What percentage of your second floor plan is a loft that is open to below?

 

1. 80%

2. 60%

3. 40%

4. 20%

5. 0%

 

Your Numerical Score:                    ____

 

 

What type of siding is on the gable ends?

 

1.   Vinyl

2.   Natural wood

3.   Concrete board siding

4.   Tree bark

5.   Stone

 

Your Numerical Score:                    ____

 

 

How many fireplaces are on this floor of the house?

 

1.   0

2.   1

3.   2

4.   3

5.   4 or more

 

Your Numerical Score:                    ____

 

 

 

What is the square footage of the exterior decks, balconies, or porches originating on the second floor?

 

1.  100-200 square feet

2.  201-400 square feet

3.  401-600 square feet

4.  601-800 square feet

5.  800 or more square feet

 

Your Numerical Score:                    ____

 

 

How many sinks are on the second floor?

 

1.   0

2.   1

3.   2

4.   3

5.   4 or more

 

Your Numerical Score:                    ____

 

 

What type of construction is used to build the exterior walls of the second floor?

 

1.   Conventional Lumber

2.   Conventional and Spray Foam

3.   Structural Insulated Panels

4.   Insulated Concrete Forms

5.   Glass

 

Your Numerical Score:                    ____

 

 

 

 

Primary choice of flooring for the second floor?

 

1.  Carpet

2.  Wood

3.  Tile

4.  Exotic Hardwood

5.  Stone

 

Your Numerical Score:                    ____

 

 

What type of material will be used for your finished roof?

 

1.   25 year shingle

2.   35 year shingle

3.   Metal

4.   50 year architectural shingle

5.   Natural Slate or Cedar Shake

 

Your Numerical Score:                    ____

 

 

 

Calculations:

 

Add up your total score from the previous questions and place it in the blank.  Range: (8-40)    

 

Your Total Numerical Score:                    ____

 

Divide your score by 8

 

Total Score Divided By 8:          ____  (Round the number up)

 

 

Find your approximation on the scale below.

 

1. $80-$105

2.    $105-$130

3.    $130-$155

4.    $155-$180

5.    $180-$205 

 

Your Numerical Score:                    ____

 

 

Now take your price range and multiply it by your desired second floor square footage.

 

Your Budget Range:                          ____

 

 

Need Comparison

Foundation

 

Enter corresponding numerical values from budget worksheet

 

                                                  You              Partner

 

Land

 

Engineering

 

Slab/Crawlspace/Basement

 

Subfloor Joist

 

Foundation Wall

 

Finished Basement Percentage

 

 Foundation Budget Average       ________   __________

 

 

 

 

 

 

 

 

 

 

Main Floor

 

Enter corresponding numerical values from budget worksheet

 

Percentage of Conventional Construction  

 

Wall System Construction    

 

Flooring

 

Siding

 

Porches

 

Ceiling

 

Main Floor Budget Average            ______       ______ 

 

Second Floor

 

Loft Area Percentage

 

Exterior Siding

 

Fireplaces

 

Porches

 

Sinks

 

Wall System

 

Flooring Material

 

Roof Finish

 

Second Floor Budget Average         ______       ______

 

 

 

 

 Proposal Analysis

                                                    

Blue Prints                                  Yes    No

 

Usable Square Footage             ________

 

Rafter Size                                 ________

 

Post Size                                     ________

 

Wall Framing                          Yes      No

 

Wall Insulation  Yes  No     R-Value

 

Water/Well                             Yes        No

 

Septic/Sewer                          Yes       No

 

Wall insulation                        Yes       No

 

Caulking                                 Yes       No

 

Exterior paint                          Yes       No

 

Interior paint                           Yes       No

 

Siding                                     Yes       No

Hardware                                Yes       No

 

Porch System                         Yes       No

Note Timber Sizes for

Posts,

Girders

Rafters

Plates

 

Post Jacks                               Yes     No                              

 

Finish siding for Gable End      Yes    No

 

Roof Insulation   Yes  No    R-value? ____

 

Plywood for Gables                 Yes     No

 

Plywood for Roof                     Yes     No

 

Plywood for Shed Dormers      Yes    No

 

Plywood for Gable Dormers     Yes    No

 

Plywood for Porch Roof            Yes    No

 

Gable end framing lumber        Yes    No

 

Roofing Felt                               Yes   No

 

Felt Buttons                                Yes  No

 

Shingles or Metal                       Yes   No

 

Windows                                     Yes   No

 

Exterior Doors                             Yes    No

 

Interior Doors                              Yes    No

 

Electrical Materials                      Yes  No

 

Plumbing Materials                       Yes  No

 

 

 

Freight                                            Yes    No

 

Material Offloaded upon delivery    Yes    No

Other items:

 

 

 

Total Material Package Cost:

 

Sales Tax:

 

Total Material Cost:

 

Installation             Yes     No

 

 

 

 

If no, write the uninstalled items below.

 

 

If yes, write the installed items below.