Apply overhead, profit, and markup to CWICR estimates. Calculate indirect costs, general conditions, and contractor margins.
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Direct costs need additional markups:
Systematic markup application to CWICR direct costs with configurable rates for overhead, profit, bonds, and other indirect costs.
import pandas as pd
from typing import Dict, Any, List, Optional
from dataclasses import dataclass, field
from enum import Enum
class MarkupType(Enum):
"""Types of markup."""
OVERHEAD = "overhead"
PROFIT = "profit"
BOND = "bond"
INSURANCE = "insurance"
CONTINGENCY = "contingency"
TAX = "tax"
ESCALATION = "escalation"
CUSTOM = "custom"
class MarkupMethod(Enum):
"""Markup calculation methods."""
ON_COST = "on_cost" # Markup on direct cost
ON_COST_PLUS = "on_cost_plus" # Markup on cost + previous markups
FIXED = "fixed" # Fixed amount
@dataclass
class MarkupItem:
"""Single markup item."""
name: str
markup_type: MarkupType
rate: float
method: MarkupMethod
base_amount: float
markup_amount: float
@dataclass
class MarkupSchedule:
"""Complete markup schedule."""
name: str
markups: List[MarkupItem]
def get_total_rate(self) -> float:
"""Get combined markup rate."""
return sum(m.rate for m in self.markups)
@dataclass
class PricingResult:
"""Complete pricing with all markups."""
direct_cost: float
labor_cost: float
material_cost: float
equipment_cost: float
subcontractor_cost: float
markups: List[MarkupItem]
total_markup: float
total_price: float
markup_percentage: float
# Standard markup templates
MARKUP_TEMPLATES = {
'residential': {
'overhead': 0.10,
'profit': 0.10,
'contingency': 0.05
},
'commercial': {
'overhead': 0.12,
'profit': 0.08,
'bond': 0.015,
'insurance': 0.02,
'contingency': 0.05
},
'industrial': {
'overhead': 0.15,
'profit': 0.08,
'bond': 0.02,
'insurance': 0.025,
'contingency': 0.08
},
'government': {
'overhead': 0.12,
'profit': 0.06,
'bond': 0.025,
'contingency': 0.05
},
'subcontractor': {
'overhead': 0.08,
'profit': 0.10
}
}
class CWICROverheadMarkup:
"""Apply overhead and markup to CWICR estimates."""
def __init__(self, cwicr_data: pd.DataFrame = None):
self.cost_data = cwicr_data
if cwicr_data is not None:
self._index_data()
def _index_data(self):
"""Index cost data."""
if 'work_item_code' in self.cost_data.columns:
self._code_index = self.cost_data.set_index('work_item_code')
else:
self._code_index = None
def get_template(self, template_name: str) -> Dict[str, float]:
"""Get markup template."""
return MARKUP_TEMPLATES.get(template_name, MARKUP_TEMPLATES['commercial'])
def create_markup_schedule(self,
name: str,
markups: Dict[str, float],
method: MarkupMethod = MarkupMethod.ON_COST) -> MarkupSchedule:
"""Create markup schedule from rates."""
items = []
for markup_name, rate in markups.items():
markup_type = MarkupType.CUSTOM
for mt in MarkupType:
if mt.value in markup_name.lower():
markup_type = mt
break
items.append(MarkupItem(
name=markup_name,
markup_type=markup_type,
rate=rate,
method=method,
base_amount=0,
markup_amount=0
))
return MarkupSchedule(name=name, markups=items)
def apply_markups(self,
direct_cost: float,
schedule: MarkupSchedule,
cost_breakdown: Dict[str, float] = None) -> PricingResult:
"""Apply markup schedule to direct cost."""
if cost_breakdown is None:
cost_breakdown = {
'labor': direct_cost * 0.40,
'material': direct_cost * 0.45,
'equipment': direct_cost * 0.10,
'subcontractor': direct_cost * 0.05
}
markup_items = []
running_total = direct_cost
for markup in schedule.markups:
if markup.method == MarkupMethod.ON_COST:
base = direct_cost
elif markup.method == MarkupMethod.ON_COST_PLUS:
base = running_total
else: # FIXED
base = 1
amount = base * markup.rate
markup_items.append(MarkupItem(
name=markup.name,
markup_type=markup.markup_type,
rate=markup.rate,
method=markup.method,
base_amount=round(base, 2),
markup_amount=round(amount, 2)
))
running_total += amount
total_markup = running_total - direct_cost
markup_pct = (total_markup / direct_cost * 100) if direct_cost > 0 else 0
return PricingResult(
direct_cost=round(direct_cost, 2),
labor_cost=round(cost_breakdown.get('labor', 0), 2),
material_cost=round(cost_breakdown.get('material', 0), 2),
equipment_cost=round(cost_breakdown.get('equipment', 0), 2),
subcontractor_cost=round(cost_breakdown.get('subcontractor', 0), 2),
markups=markup_items,
total_markup=round(total_markup, 2),
total_price=round(running_total, 2),
markup_percentage=round(markup_pct, 1)
)
def price_estimate(self,
items: List[Dict[str, Any]],
template: str = 'commercial') -> PricingResult:
"""Price complete estimate with markups."""
# Calculate direct costs
labor = 0
material = 0
equipment = 0
subcontractor = 0
for item in items:
code = item.get('work_item_code', item.get('code'))
qty = item.get('quantity', 0)
if self._code_index is not None and code in self._code_index.index:
wi = self._code_index.loc[code]
labor += float(wi.get('labor_cost', 0) or 0) * qty
material += float(wi.get('material_cost', 0) or 0) * qty
equipment += float(wi.get('equipment_cost', 0) or 0) * qty
subcontractor += item.get('subcontractor_cost', 0)
direct_cost = labor + material + equipment + subcontractor
cost_breakdown = {
'labor': labor,
'material': material,
'equipment': equipment,
'subcontractor': subcontractor
}
# Get template and create schedule
rates = self.get_template(template)
schedule = self.create_markup_schedule(template, rates)
return self.apply_markups(direct_cost, schedule, cost_breakdown)
def calculate_bid_price(self,
direct_cost: float,
overhead_rate: float = 0.12,
profit_rate: float = 0.08,
bond_rate: float = 0.015,
contingency_rate: float = 0.05) -> Dict[str, Any]:
"""Calculate bid price with standard markups."""
overhead = direct_cost * overhead_rate
subtotal1 = direct_cost + overhead
profit = subtotal1 * profit_rate
subtotal2 = subtotal1 + profit
bond = subtotal2 * bond_rate
subtotal3 = subtotal2 + bond
contingency = direct_cost * contingency_rate
total = subtotal3 + contingency
return {
'direct_cost': round(direct_cost, 2),
'overhead': round(overhead, 2),
'overhead_rate': f"{overhead_rate:.1%}",
'profit': round(profit, 2),
'profit_rate': f"{profit_rate:.1%}",
'bond': round(bond, 2),
'bond_rate': f"{bond_rate:.1%}",
'contingency': round(contingency, 2),
'contingency_rate': f"{contingency_rate:.1%}",
'bid_price': round(total, 2),
'total_markup': round(total - direct_cost, 2),
'total_markup_pct': round((total - direct_cost) / direct_cost * 100, 1)
}
def compare_markup_scenarios(self,
direct_cost: float,
scenarios: Dict[str, Dict[str, float]]) -> pd.DataFrame:
"""Compare different markup scenarios."""
results = []
for name, rates in scenarios.items():
schedule = self.create_markup_schedule(name, rates)
pricing = self.apply_markups(direct_cost, schedule)
results.append({
'Scenario': name,
'Direct Cost': pricing.direct_cost,
'Total Markup': pricing.total_markup,
'Markup %': pricing.markup_percentage,
'Total Price': pricing.total_price
})
return pd.DataFrame(results)
def export_pricing(self,
result: PricingResult,
output_path: str) -> str:
"""Export pricing breakdown to Excel."""
with pd.ExcelWriter(output_path, engine='openpyxl') as writer:
# Summary
summary_df = pd.DataFrame([{
'Direct Cost': result.direct_cost,
'Labor': result.labor_cost,
'Material': result.material_cost,
'Equipment': result.equipment_cost,
'Subcontractor': result.subcontractor_cost,
'Total Markup': result.total_markup,
'Markup %': result.markup_percentage,
'Total Price': result.total_price
}])
summary_df.to_excel(writer, sheet_name='Summary', index=False)
# Markup Details
markup_df = pd.DataFrame([
{
'Markup': m.name,
'Type': m.markup_type.value,
'Rate': f"{m.rate:.1%}",
'Base': m.base_amount,
'Amount': m.markup_amount
}
for m in result.markups
])
markup_df.to_excel(writer, sheet_name='Markups', index=False)
return output_path
# Initialize markup calculator
markup = CWICROverheadMarkup()
# Calculate bid price
bid = markup.calculate_bid_price(
direct_cost=1000000,
overhead_rate=0.12,
profit_rate=0.08
)
print(f"Direct Cost: ${bid['direct_cost']:,.2f}")
print(f"Bid Price: ${bid['bid_price']:,.2f}")
print(f"Total Markup: {bid['total_markup_pct']}%")
cwicr = pd.read_parquet("TR_workitems_costs_resources_DDC_CWICR.parquet")
markup = CWICROverheadMarkup(cwicr)
items = [
{'work_item_code': 'CONC-001', 'quantity': 150},
{'work_item_code': 'STRL-002', 'quantity': 25}
]
pricing = markup.price_estimate(items, template='commercial')
print(f"Total Price: ${pricing.total_price:,.2f}")
scenarios = {
'Aggressive': {'overhead': 0.08, 'profit': 0.05},
'Standard': {'overhead': 0.12, 'profit': 0.08},
'Premium': {'overhead': 0.15, 'profit': 0.12}
}
comparison = markup.compare_markup_scenarios(1000000, scenarios)
print(comparison)
schedule = markup.create_markup_schedule('Custom', {
'overhead': 0.10,
'profit': 0.08,
'bond': 0.02,
'insurance': 0.015
})
pricing = markup.apply_markups(500000, schedule)
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