VG Ops · Estimating · 2026-05-05
| Doc | View | Use when |
|---|---|---|
| `cost-codes/agent-summary-variables.md` | **WO-side** — vars grouped by WO category, with multipliers and formulas | Editing a WO formula, calibrating rates |
| `workspaces/estimating/capture-forms/` (Forms 00–10) | **Form-side** — vars grouped by capture-timing event | Filling out a form during intake |
| `workspaces/workflow/_outputs/guides/2026-04-28_property-intake-checklist.html` | **Decision-side** — vars grouped by deal milestone (offer / contract / purchase) | Acquisition gating decision |
| **this file** | **Variable-side** — every variable, who owns it, when it's captured, where it goes | Reconciling a value, onboarding a new estimator, debugging a missing input |
| Pattern | Used in | Example | Pros |
|---|---|---|---|
| **Canonical (WO-scoped)** | `agent-summary-variables.md`, formula docs | `type` (within P2W06 — Fireplaces) | Concise; works because WO scope is implicit |
| **Descriptive (prefixed)** | Form 08, multi-WO documents | `fireplace_type`, `roofing_material`, `hvac_system_type` | Unambiguous when many vars sit in one document |
| Variable | Description / Options | Owner | First captured | Refined in | Used by |
|---|---|---|---|---|---|
| `sqft_total` | All levels combined (sq ft) | Shlomo · MLS | Form 00 | — | P0W14 (Holding) · scaling |
| `sqft_above_grade` | Conditioned above-grade area (sq ft) | Shlomo (offer) → Andrew (walkthrough) → architect | Form 00 | Form 01 · Form 03 | P1W06 (Framing) · P2W03 (HVAC) · P2W08 (Drywall) · P3W08 (Painting) |
| `sqft_footprint` | Building footprint / roof plan area (sq ft) | Shlomo → Andrew | Form 00 | Form 01 · Form 03 | P1W05 (Foundation) · P1W07 (Roofing) |
| `sqft_conditioned` | Conditioned sq ft for HVAC load | Andrew | Form 01 | Form 04 (MEP) | P2W03 (HVAC) |
| `lot_sqft` | Total lot area (sq ft) | Shlomo · MLS / assessor → architect / civil | Form 00 | Form 03 | P2W10 (Landscape) |
| `lot_dimensions` | Frontage × depth (ft) | survey / assessor | Form 00 | — | setback compliance · site plan |
| `stories` | Above-grade floors (1 / 1.5 / 2 / 3) | Shlomo → Andrew | Form 00 | Form 01 | P1W06 (Framing) · P1W09 (Stairs) · P2W03 (HVAC zoning) · P3W19 (Railing) |
| `full_bath_count` | Number of full bathrooms | Shlomo · MLS | Form 00 | Form 01 | P2W02 (Plumbing) · P3W02 (Tile) · P3W12 (Accessories) · P3W14 (MEP Finishes) · P3W15 (Shower Glass) |
| `half_bath_count` | Number of half baths / powder rooms | Shlomo · MLS | Form 00 | Form 01 | P2W02 (Plumbing) |
| `kitchen_count` | Number of kitchens (note ADU separately) | Shlomo · MLS | Form 00 | Form 01 | P2W02 (Plumbing) · P3W04 (Cabinetry) · P3W16 (Appliances) |
| `ceiling_heights` | Existing heights bsmt/1st/2nd/attic | inspection | Form 00 | Form 03 (`ceiling_height` for new) | IHA elevation drawings · P2W08 (Drywall) |
| Variable | Description / Options | Owner | First captured | Refined in | Used by |
|---|---|---|---|---|---|
| `block_lot_taxmap` | Block, lot, tax map number | title / assessor | Form 00 | — | permit application |
| `zone` | Zoning designation (R1 / R2 / B1 / etc.) | municipality | Form 00 | — | setbacks · height limits · use restrictions |
| `flood_zone_status` | FEMA zone (X / AE / AO / VE) | FEMA map | Form 00 | — | design / insurance |
| `easement_status` | Recorded easement (none / type) | title search | Form 00 | — | buildable area · site plan |
| `historic_status` | Historic designation (none / contributing / designated) | municipality | Form 00 | — | exterior change restrictions |
| `steep_slope` | Steep slope present (yes / no) | survey · municipality | Form 00 | Form 10 | environmental review |
| `wetlands_status` | Wetlands present — NJDEP jurisdiction (yes / no) | survey · municipality | Form 00 | Form 10 | environmental review |
| `legal_residences` | Existing / proposed residences (count) | assessor / zoning | Form 00 | — | zoning compliance · permit category |
| Variable | Description / Options | Owner | First captured | Refined in | Used by |
|---|---|---|---|---|---|
| `garage_status` | Existing garage (none / 1-car / 2-car · attached / detached) | inspection | Form 00 | Form 01 | parking compliance · framing scope |
| `driveway_status` | Driveway (dedicated / shared / none) | inspection | Form 00 | — | site plan · parking count |
| `utilities_water` | Water service (city / well) | utility · inspection | Form 00 | — | P2W02 (Plumbing) · permit type |
| `utilities_sewer` | Sewer service (city / septic) | utility · inspection | Form 00 | — | P1W02 (Sewer) · P2W02 (Plumbing) |
| `utilities_fuel` | Heating fuel (gas / oil / electric) | utility · inspection | Form 00 | Form 04 (MEP) | P2W03 (HVAC system selection) |
| `site_access` | Access condition (standard / restricted / gated) | Andrew | Form 01 | — | P1W01a (Site Mgmt) · P1W04 (Site Work) |
| Variable | Description / Options | Owner | First captured | Refined in | Used by |
|---|---|---|---|---|---|
| `months_holding` | Estimated project duration (months) | Andrew (offer estimate → confirmed at purchase) | Form 01 | Guide §03 | P0W14 (Holding) |
| `monthly_holding_rate` | Taxes + utilities + insurance + lawn ($/mo) | Shlomo · property | Form 00 | — | P0W14 (Holding) |
| `tree_removal_count` | Large trees to remove | Andrew | Form 01 | Form 09 | P1W01b (Tree Removal) |
| `stump_grinding` | Stump grinding required (yes / no) | Andrew | Form 01 | — | P1W01b (Tree Removal) |
| `wood_disposal` | Disposal method (haul off / chip on site) | Andrew | Form 09 | — | P1W01b (Tree Removal) |
| `arborist_needed` | Arborist required (yes / no) | And |