Cost Adjustments

Overview

Use the Cost Adjustments screen to enter or select the following optional items for the estimate:

Local Multiplier

Local Multiplier Adjustment

Architect's Fee %

Rounding Value

Report Date

Base Date

Single Line Backdate

Effective Age Adjustment Value

Depreciation % Adjustment Value

Maximum Depreciation %

How to Apply Depreciation Percentages

Assessment Items

Related Topics

Estimate Navigation Menu (left side of screen)

 

Note:  All of the items on this screen are optional.  If you do not make an entry for the option, Segregated Estimator uses the default listed on the right side of the screen.

Local Multiplier

The local multiplier adjusts the calculated costs to the location of the building.  Segregated Estimator automatically uses a local multiplier based on the ZIP or Postal Code entered on the General Information screen (using the local multipliers in Section 99 of the Marshall Valuation Service).  To override the automatic local multiplier for an estimate, enter the desired multiplier in this field (using a number between 0.1 and 6.00).

Example:  To set the Local Multiplier to 1.15, enter 1.15 in this field.

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Local Multiplier Adjustment

Use the Local Multiplier Adjustment to increase or decrease the costs for unusual situations, such as remote locations, resort locations, shortages, surpluses, etc.  Enter a positive percentage to increase the local multiplier, or a negative percentage to decrease the local multiplier.

Example:  To increase all costs by 7.5%, enter 7.5 in this field.  If the local multiplier is 1.10, the adjusted local multiplier used in the cost calculations is 1.1825, which is 1.10 increased by 7.5% (1.10 times 1.075)

Example:  To decrease all costs by 7.5%, enter –7.5 in this field.  If the local multiplier is 1.10, the adjusted local multiplier used in the cost calculations is 1.0175, which is 1.10 decreased by 7.5% (1.10 times 0.925).

The following are rough percentage ranges to apply for certain unusual conditions:

Abnormal material shortage:  2% to 10%

Hillside buildings:  5% to 20%

Remote areas:  5% to 15%

Resort locations:  15% to 30%

Quantity or development construction:  1% to  3%

Abnormal labor surplus:  1% to  5%

Amateur workmanship:  15% to 30%

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Architect's Fee Percentage

Segregated Estimator automatically includes an appropriate amount of architect's fees in the calculated costs, based on the building’s occupancy, class and quality.  To override this for an estimate, enter the architect's fee percentage in this field (as a number between 0 and 99.9). To eliminate architect's fees from the calculations, set the architect's fee percentage to 0.

Example: To set the architect's fee percentage to 7.5%, enter 7.5 in this field.

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Rounding Value (Dollars)

Enter a rounding value to print an additional line in the report with the total cost rounded to the value entered.

Example:  To round the total cost to the nearest $1000, enter 1000 in this field.

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Report Date (mm/yyyy)

The report date is the date of the costs in the report.  To get costs for a different date, enter the date of the report for the cost data you want to use (in the format of mm/yyyy).  

Costs are available for current or prior dates only. The earliest date available is October 1975, and the latest date is the current month and year.

Example:  To calculate the costs as of March, 1997, enter 3/1997 in this field.

Note:  When you enter a Report Date, all costs in the report will be as of this date.  To have all the costs in the report be as of one date, and also have an additional line in the report with the total cost indexed to a different date, use the Single Line Backdate field on this screen.

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Base Date (mm/yyyy)

The Base Date indicates when the data values in the estimate were collected.  Segregated Estimator uses this date as follows when the Base Date differs from the Report Date:

The earliest date available is October 1975, and the latest date is the current month and year.

Example:  To set the Base Date to April, 1995, enter 4/1995 in this field.

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Single Line Backdate (mm/yyyy)

Enter a date in this field to print an additional line in the cost report containing the total cost of the building indexed to the date entered.  Enter this date in the format mm/yyyy.  

The earliest date available is October 1975, and the latest date is the current month and year.

Example:  To set the Base Date to April, 1995, enter 4/1995 in this field.

Note:  To have all the costs in the report be a given date, use the Report Date field on this screen.

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Effective Age Adjustment Value

Enter the number of years to adjust each effective age in the section for each year between the base date and the report date.

Example:  To set the effective age adjustment value to 1½ years, enter 1.5 in this field.

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Depreciation Percentage Adjustment Value

Enter the number of years to adjust the combined physical and functional or physical depreciation percentage on the Building Data screen, and the depreciation percentages entered for components and additions, for each year between the base date and the report date.

Example:  To set the depreciation percentage adjustment value to 1% per year, enter 1 in this field.

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Maximum Depreciation Percentage

Enter the maximum allowable depreciation percentage. When you enter a depreciation percentage adjustment value, Segregated Estimator adjusts the depreciation percentages, then checks the adjusted percentages against this value.  If the adjusted percentage is greater than the maximum percentage, Segregated Estimator sets the adjusted percentage to the maximum.

Example:  To set the maximum depreciation percentage to 80%, enter 80 in this field:

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How to Apply Depreciation Percentages

Use the check box labeled “Check here to apply all depreciation % to Replacement Cost New” on the Cost Adjustments screen to indicate how to apply the depreciation percentages as follows:

Example:  The following illustrates the calculations with and without this box checked, assuming each depreciation percentage is 10%:

                                           Checked    Not Checked

Replacement Cost New                      $100,000       $100,000

Physical & Functional Depreciation (10%)    10,000         10,000

Subtotal                                    90,000         90,000

Additional Functional Depreciation (10%)    10,000          9,000

Subtotal                                    80,000         81,000

External Depreciation (10%)                 10,000          8,100

Depreciated Cost                            70,000         72,900

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Assessment Items

Segregated Estimator has the following assessment items:

Example: If the overall building percentage is 10% and the assessed value rounding value is $1000, the report would contain the following:

                           Units       Cost        Total

Total Cost                                     1,399,275

Total Assessed Value       10.0%                 139,927

Rounded to Nearest $1,000                        140,000

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Related Topics

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