Estimate Paint, Primer, Stain, and Surface Finishes

A. Finished-Project Specification

Quantity: one coating schedule and cost worksheet covering every room and surface in the approved finish schedule, with substrate condition, preparation, primer, finish-coat, trim, stain, sundries, protection, labor, equipment, and total cost, entered into the finishes cost-code section of the Chapter 1 workbook and reconciled against the finish schedule.

B. Coating Component Schedule

Component	Quantity	Basis	Contents	Preparation / Purpose
Coating schedule	1	Section D, Step 1	Room, surface, substrate, condition, primer, finish, color, sheen, coat count	Establishes the product and coat-count basis for every surface
Wall and ceiling area takeoff	1 set per room	Section D, Steps 2–4	Gross area, opening deductions, net coating area	Provides the base area for primer and paint quantities
Trim and specialty-surface takeoff	1 set per room	Section D, Step 5	Doors, frames, windows, casing, base, crown, cabinets, shelving, stairs, rails	Provides developed surface for enamel and stain quantities
Substrate-condition log	1 per surface group	Section E, Steps 1–3	New drywall, existing paint, bare wood, metal, masonry, stain-prone, repaired, glossy, contaminated, weathered	Determines preparation scope and coat count
Preparation takeoff	1 set per room	Section E, Step 4	Cleaning, scraping, sanding, deglossing, caulking, filling, patching, masking, spot repair	Prices labor and sundries required before coating begins
Product quantity calculations	1 set per product	Section F, Steps 1–5	Primer, wall/ceiling paint, trim enamel, stain, sealer, clear coat	Converts area and coat count into purchase quantity
Sundries and protection takeoff	1 set	Section G, Steps 1–3	Caulk, filler, masking, abrasives, rags, rollers, brushes, tips, cleaners, protection materials	Prices consumables and protection not carried in product coverage
Labor and equipment estimate	1 set	Section H, Steps 1–3	Setup, preparation, primer, each coat, trim, spray work, cleanup, punch, access equipment	Converts scope into priced labor and equipment
Priced worksheet	1	Section I	Room, surface, product, coats, material, labor, equipment, total	Final deliverable entered into the workbook

C. Substrate and Coverage Reference

• Substrate categories to document: new drywall, existing painted surface, bare wood, metal, masonry, stain-prone wood, repaired surface, glossy existing finish, contaminated surface, and weathered exterior surface.
• Coverage-rate source: use only the coverage rate stated on the current manufacturer data sheet for the exact product and sheen specified; do not substitute a rate from a similar product.
• Coat-count basis: assign coat count from the finish schedule first; where the finish schedule is silent, assign coat count from the documented substrate condition and color-change requirement, and record the basis.
• Hazardous-coating screening: for buildings constructed before the applicable regulated period for lead-based paint, flag existing coated surfaces for hazardous-coating assessment before pricing any disturbance of the existing finish.

D. Measurement Procedure

1. Review finish schedules, elevations, room data, product specifications, color selections, substrate requirements, and quality expectations. Confirm the current revision of each document before measuring.
2. Create the coating schedule by room, surface, substrate, condition, primer, finish, color, sheen, and coat count. Use one row per surface type per room.
3. Measure wall area by perimeter and height. Record the source dimension for each room, whether from the plan, the Chapter 13 room schedule, or a verified field measurement.
4. Deduct openings according to the approved method while retaining cutting-in labor. Record the specific opening-deduction rule used and apply it consistently across every room; do not deduct openings for cutting-in labor purposes.
5. Measure ceiling area by room, slope, tray, soffit, beam, and specialty condition. Record each specialty ceiling condition on a separate schedule row.
6. Measure doors, frames, windows, casing, base, crown, cabinets, shelving, stairs, rails, and trim. Record count or length for each item by room and coordinate counts with the Chapter 11 and Chapter 12 takeoffs.
7. Separate exterior and specialty surfaces from interior work. Place exterior coating scope on its own schedule section with its own substrate and product entries.

E. Substrate Condition and Preparation Procedure

1. Identify new drywall, existing paint, bare wood, metal, masonry, stain-prone, repaired, glossy, contaminated, and weathered substrates. Record the specific condition for every surface row in the coating schedule.
2. Determine preparation from documented condition and product system. Do not assign preparation scope from an assumed condition; base it on the recorded substrate condition and the manufacturer's specified system.
3. Measure cleaning, scraping, sanding, deglossing, caulking, filling, patching, masking, and spot repair. Record quantity or area for each preparation task by room.
4. Identify hazardous-coating assessment and containment for older buildings. Flag any surface requiring assessment and exclude disturbance-labor pricing for that surface until the assessment is complete.

F. Product Quantity Calculation Procedure

1. Calculate primer by substrate, coverage, porosity, method, and coat count. Use the primer product's own data-sheet coverage rate.
2. Calculate wall and ceiling paint by area, coverage, color change, sheen, texture, and coats. Apply an additional coat where the finish schedule or documented color change requires it.
3. Calculate trim enamel by developed surface or the approved linear conversion. Record which method was used and the conversion factor applied.
4. Calculate stain, sealer, clear coat, varnish, oil, or specialty finish by coverage and coats. Use each product's own data-sheet coverage rate.
5. Account for spray, roller, brush, container, touch-up, and retention losses. Add the manufacturer or company-approved retention-loss percentage separately from area-based waste.

G. Sundries, Containers, and Protection Procedure

1. Do not use one coverage rate for all products and substrates. Confirm each product row in the schedule references its own data-sheet coverage rate before totals are calculated.
2. Convert quantity into actual container sizes and minimum order. Round up to the next available container size per product and color.
3. Identify separate colors, bases, sheens, batches, and custom-match charges. Record each as a separate line so batch or custom-match pricing is not averaged across the estimate.
4. Calculate caulk, filler, masking, abrasives, rags, strainers, liners, rollers, brushes, tips, and cleaners. Base quantities on room count, surface area, and company consumption history.
5. Include floor, furniture, fixture, window, landscape, vehicle, and occupant protection. Record protection scope by room and note any items requiring the owner's or occupant's cooperation.
6. Include ventilation, heat, cooling, dehumidification, filtration, and curing restrictions. Record any product-specific environmental requirement from the data sheet.

H. Labor and Equipment Procedure

1. Estimate labor for setup, protection, preparation, primer, each coat, trim, spray work, cleanup, and punch. Use the Chapter 17 production-rate basis where available; otherwise record the source of the rate used.
2. Adjust production for occupancy, height, color change, dark colors, fine finish, spray restrictions, and repairs. Document each adjustment and its basis.
3. Include ladders, scaffolds, lifts, sprayers, dust extraction, and respiratory controls. Record equipment by task and duration.

I. Pricing, Reconciliation, and Worksheet Procedure

1. Price coatings and sundries from dated supplier data. Record supplier, quote date, and expiration for each priced item.
2. Include delivery, environmental fees, disposal, and leftover-material handling. Add each as a separate line rather than folding it into material unit cost.
3. Reconcile coating area against room and finish schedules. Compare the total net coating area to the Chapter 13 room schedule and resolve any variance before pricing is finalized.
4. Compare material quantity with coat count and coverage. Confirm the calculated quantity for each product matches its recorded coat count and coverage rate.
5. Prepare the worksheet by room, surface, product, coats, material, labor, equipment, and total. Enter the completed worksheet into the finishes cost-code section of the Chapter 1 workbook.
6. Document assumptions for condition, color count, occupancy, furniture, repair, and touch-up. Link each assumption to the affected schedule row.
7. Complete independent review of areas, coats, trim, preparation, and protection. Have a second reviewer or an independent recalculation confirm the highest-value rooms and products.