When you need it
Use when a proposed construction rate needs an explainable resource and cost basis. Prepare for estimating, commercial review or pricing changes where quoted lump sums do not reveal important assumptions.
XLSX /
AI tools and documents for engineering and project management.
Unit Rate Build-up Worksheet
Document the resources, productivity basis and cost inclusions behind a proposed unit rate.
How to use this templateThis Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.
This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.
The form prepares a separate brief; it does not fill the Word or Excel file.
Read product descriptions in your language. The Word and Excel template files are in English.
Only selected pages are shown. This is not the complete template. The full editable Word or Excel file is supplied with purchase.
Learning
How to use this template
What it helps you decide
The buildup shows how resources and productivity affect the cost of a defined unit. It exposes missing inclusions and duplicated allowances while keeping profit, contingency and overhead treatment visible for review.
How to complete it
- Define the measured item's boundary and unit, including relevant supply, installation and ancillary scope. List Resources and Resource units against that exact output.
- Record Quantity per item, Unit cost source and Price basis. Explain Productivity basis and distinguish crew-hours from labour-hours before using a reviewed calculation.
- Enter Checked contribution and Cost inclusion from the checked model. Review currency, taxes, overhead and profit treatment, including whether quoted costs already contain proposed additions.
Who prepares and reviews it
An estimator or quantity surveyor prepares it with site productivity and procurement inputs. A cost reviewer checks arithmetic and inclusions; the authorized commercial manager decides pricing assumptions and any final offered rate.
A mistake to avoid
Applying a profit margin as though it were an equivalent markup understates the intended selling price, while hiding the basis prevents commercial reviewers from detecting it.
Illustrative example
Illustrative example: an estimator builds a rate for installed cable tray. Supplier material prices, crew output evidence and access assumptions are recorded separately. The reviewer identifies that delivery is already included in the quotation, removes the duplicate allowance and tests how restricted access changes the supported rate.
Document contents
- Document control and decision owner
- Evidence, scope and applicability
- Rate boundary
- Resource and productivity basis
- Cost normalization
- Rate verification
- Open points, competent review and decision
Required inputs
- Project / asset identity, assessment date, scope and authorized decision owner
- Verified source documents with exact revision and record locators
- Defined measured item and unit
- Dated material, labor and plant cost sources
- Sourced productivity and working-condition assumptions
- Tax, overhead and margin treatment
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief