Estimate Interior Trim, Doors, and Finish Carpentry

A. Finished-Estimate Specification

Quantity: one finish-carpentry estimate covering every interior door, frame, hardware group, casing run, baseboard run, crown and wall-trim run, and shelving assembly shown on the approved plans and schedules, with reconciled quantities, stock-length optimization, material-specific waste, fasteners, finishing materials, coordinated trade boundaries, labor, and dated pricing, entered into the Project 01 workbook's framing, finishes, and labor cost-code sections.

B. Line-Item Schedule (Component Schedule)

Category	Basis	Recorded Fields	Preparation / Purpose
Interior doors	Section E, Steps 1–6	Tag, type, size, swing, core, rating, frame, hardware group, finish, responsibility	Establishes the reconciled door count driving hardware and casing
Casing	Section F, Steps 7–8	Opening tag, perimeter, side count, head count, reveal, profile, stock length	Prices trim around every door and window opening
Baseboard and shoe	Section F, Steps 9–11	Room, perimeter, opening deduction, corners, returns, transitions	Prices floor-level trim by room
Crown and wall trim	Section F, Steps 12–13	Room, elevation, profile, built-up components	Prices ceiling-level and wall-level trim by room
Shelving and stair finish	Section G, Steps 14–15	Location, length, brackets, cleats, supports, approved detail reference	Prices closet and stair finish items only from approved details
Stock optimization and waste	Section H, Steps 17–18	Net length, stock length, waste percentage, purchase quantity	Converts net linear quantity into purchasable stock
Fasteners and finishing	Section H, Steps 19–20	Nails, screws, adhesive, biscuits, dowels, plugs, shims, filler, caulk	Prices installation consumables and touch-up materials
Labor and coordination	Section I, Steps 23–25	Task, crew, production rate, hours, coordinated trade boundary	Converts reconciled scope into priced labor and coordination record

C. Material and Species Categories

• Species and material separation: separate species, MDF, composite, PVC, finger-jointed, clear, stain-grade, and paint-grade materials into distinct lines; do not combine differing materials under one line item.
• Stain-grade handling: apply pattern-matching and grain-continuity requirements only where the finish schedule specifies a stain-grade finish.
• Specialty trim: identify built-up profiles requiring multiple components and record the assembly labor for each component separately from the material quantity.
• Non-substitution rule: do not substitute a species, profile, or stock length not confirmed by the specification, schedule, or an approved clarification.

D. Column and Formula Schedule

Column	Type	Formula Basis
Door tag, type, hardware group, source	Input	Entered directly from the reconciled door schedule; source field required for every row
Opening perimeter, room perimeter	Input	Measured net quantity, with approved unit and opening-deduction rule applied
Stock-length assignment	Formula	Net linear quantity assigned to the nearest usable stock length from the approved reference
Waste	Input	Approved waste percentage for the profile, stock length, stain grade, and room geometry
Order quantity	Formula	Net linear quantity × (1 + waste), converted to purchase stock length
Unit cost	Input	Dated price from a supplier or millwork quotation
Material cost	Formula	Order quantity × unit cost
Labor rate, crew, hours	Input	From Project 17 production-rate basis where available; otherwise left blank pending that chapter
Labor cost	Formula	Hours × burdened labor rate
Line total	Formula	Material cost + labor cost + fasteners and finishing cost

E. Document Review and Door Reconciliation

1. Review plans, door schedule, finish schedule, elevations, sections, details, millwork drawings, and specifications. Record the revision date of each document used.
2. Identify door type, size, swing, core, rating, frame, jamb, stop, casing, hardware group, finish, and responsibility for each door tag. Record these fields exactly as listed on the schedule.
3. Count doors by tag and reconcile the schedule with the plans. Record any discrepancy as an unresolved clarification before continuing.
4. Separate prehung, slab, pocket, bypass, bifold, barn, access, rated, and specialty doors. Assign each its own line so pricing and labor differences are not averaged together.
5. Identify pairs, transoms, sidelights, louvers, glass, and special hardware. Record each as its own line item linked to the parent door tag.
6. Confirm whether the quoted price includes frames, jambs, stops, hinges, locksets, closers, thresholds, seals, and painting. Record the confirmed scope on the quotation log for each door line.

F. Casing, Baseboard, and Wall-Trim Takeoff

1. Measure casing by opening perimeter, side count, head count, reveal, profile, and stock length. Record the opening tag supporting each casing quantity.
2. Include window casing, stools, aprons, jamb extensions, returns, rosettes, and specialty details. Record each as a distinct line linked to its opening.
3. Measure baseboard by room perimeter and apply the approved opening-deduction rule. State the deduction rule used on the room schedule.
4. Add corners, returns, transitions, and stock-length waste. Record the corner and return count separately from the linear footage.
5. Measure shoe, quarter round, and cap, and flexible trim separately. Do not combine these with the baseboard line.
6. Measure crown, picture rail, chair rail, panel molding, wainscot cap, and wall trim by room and elevation. Record the elevation reference for each measurement.
7. Identify built-up profiles requiring multiple components and assembly labor. Record each component of a built-up profile as its own material line, linked under one assembly reference.

G. Shelving, Stair Finish, and Material Categorization

1. Measure closet shelving, rods, cleats, brackets, and supports where assigned. Record the room and closet type for each shelving line.
2. Count stair finish items only from approved details. Do not estimate stair stringers, treads, risers, rails, or balusters without a specific approved detail reference; treat missing stair details as an unresolved clarification.
3. Separate species, MDF, composite, PVC, finger-jointed, clear, stain-grade, and paint-grade materials. Apply the material category rules in Section C.

H. Stock Optimization, Waste, and Consumables

1. Convert linear quantities into stock lengths with cut optimization and pattern matching. Use the approved stock-length reference and record the assigned stock length for each line.
2. Apply waste by profile, stock length, stain grade, room geometry, and cut complexity. Record the waste percentage and its basis on each line; do not apply one waste percentage to every profile.
3. Calculate finish nails, screws, adhesive, biscuits, dowels, plugs, shims, filler, caulk, and touch-up. Base the quantity on linear footage, joint count, and manufacturer coverage.
4. Calculate primer, paint, stain, clear coat, and shop finishing only when included in this estimate's scope. Record whether finishing is included here or excluded and coordinated with Project 14.

I. Coordination, Labor, and Pricing

1. Include field measurement, templates, mockups, samples, and shop drawings where required. Record which items require field verification before ordering.
2. Include delivery, protected storage, acclimation, sorting, culling, handling, and disposal. Record these as separate cost lines, not absorbed into material unit cost.
3. Estimate labor by door, hardware preparation, casing, base, crown, wall trim, shelving, stair, sanding, and punch. Assign a separate labor line for each task category.
4. Adjust production for occupancy, high ceilings, stain grade, irregular walls, specialty joints, and protection. Record the adjustment reason on each affected labor line.
5. Coordinate flooring, cabinets, painting, hardware, and electrical boundaries. Record each boundary in the trade-boundary log with the responsible trade for supply and installation.
6. Price doors, frames, trim, millwork, hardware, fasteners, finishing, and delivery from dated quotations. Record the quotation date, source, and expiration for every priced line.
7. Identify long-lead custom doors, profiles, species, hardware, and factory finishes. Record the lead time and its effect on the schedule assumption.

J. Reconciliation, Documentation, and Review

1. Reconcile door count, opening perimeter, room perimeter, and trim quantities. Compare the workbook totals against the door schedule and room schedule independently.
2. Prepare the estimate by room, opening, profile, material, labor, finish, and total. Enter the completed estimate into the Project 01 workbook's cost-code sections.
3. Document exclusions and unresolved opening, profile, hardware, finish, and responsibility questions. Record each in the assumptions, exclusions, and clarifications register linked to the affected line.
4. Complete independent review of doors, stock lengths, specialty trim, and finish labor. Confirm the review is performed by someone other than the original estimator where company policy requires it.