capex-estimate-generation

name	Capex Estimate Generation
slug	capex_estimate_generation
version	0.1.0
status	draft
category	residential_multifamily
subsystem	residential_multifamily
pack_type	workflow
targets	["claude_code"]
stale_data	Line-item library unit costs, labor rates, and material costs drift with market cycles. Contingency assumptions and escalation factors are overlay-driven. Assembly costs (e.g., unit turn scope tiers, common-area refreshes) live in reference libraries.
applies_to	{"segment":["middle_market"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise"],"lifecycle":["stabilized","renovation","lease_up","recap_support"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["estimator_preconstruction_lead","construction_manager","asset_manager","development_manager"],"output_types":["estimate","memo"],"decision_severity_max":"recommendation"}
references	{"reads":["reference/normalized/capex_line_items__{scope}.csv","reference/normalized/labor_rates__{market}.csv","reference/normalized/material_costs__{region}_residential.csv","reference/normalized/construction_duration_assumptions__{region}.csv","reference/derived/contingency_assumptions__{org}.csv"],"writes":[]}
metrics_used	["dev_cost_per_unit","dev_cost_per_gsf","dev_cost_per_nrsf","renovation_yield_on_cost","capex_spend_vs_plan"]
escalation_paths	[{"kind":"estimate_magnitude_outside_band","to":"estimator_preconstruction_lead -> construction_manager -> asset_manager"}]
approvals_required	[]
description	Produces line-item capex estimates for a defined scope using the capex library, labor rates, material costs, and overlay contingency and escalation. Output is a structured estimate suitable for bid leveling, prioritization, or budget inclusion.

Capex Estimate Generation

Workflow purpose

Turn a scope statement into a structured, line-item estimate tied to the capex library. Output feeds workflows/capital_project_intake_and_prioritization, workflows/bid_leveling_procurement_review, and workflows/budget_build.

Trigger conditions

• Explicit: "estimate this capex scope", "unit turn tier estimate", "amenity refresh estimate", "roof replacement estimate".
• Implicit: workflows/capital_project_intake_and_prioritization requests estimate; bid package prep; draw-review estimate scrub.
• Recurring: on demand.

Inputs (required / optional)

Input	Type	Required	Notes
Scope statement	memo	required	assembly / line-item references
Capex library	csv	required
Labor rates	csv	required	market-specific
Material costs	csv	required	region-specific
Duration assumptions	csv	required	for phasing
Contingency assumptions	csv	required	overlay

Outputs

Output	Type	Shape
Line-item estimate	estimate	qty, unit_cost, extended, source
Summary roll-up	table	by assembly and project
Escalation view	table	at estimated execution date
Estimate memo	memo	assumptions, confidence, risk

Required context

Asset_class, segment, form_factor, lifecycle_stage, market.

Process

1. Scope decomposition. Break scope into assemblies and line items; map to library.
2. Quantity take-off. Compute quantities per scope; include allowances per overlay.