---
id: 2026-03-03T09:37:39-0500
title: 2026-03-03 09:37:39
tags:
  - exclude-from-word-count
  - occupational
  - status/draft
  - type/media
daily: "[[2026-03-03]]"
date-created: 2026-03-03T09:37:39-05:00
---
# 2026-03-03 09:37:39

## Trainee Development Scorecard

reviewed with [[joel-jansen]] [[2026-02-20]]:

### Skill: WBS

#### Requirements

WBS excel sheet created and matches correct building areas on plans

#### Score: Meets Expectations

##### Trainers Comments

Meets expectations for all project types (HD and HR).
Has not had a chance to complete a Garden style project at this time.

### Skill: Unit Matrix

#### Requirements

* Compare/cross-reference architectural and electrical plans
    to determine correct unit naming, count, location, and layout.

* Create a unit matrix Excel document.

* Enter information into Accubid.

#### Score: Highly Proficient

##### Trainers Comments

Zane is extemely proficient with creating Unit Matrices for projects,
and I have discussed with Brodie
to possibly streamline the Coordinators process
for this and square footage take-offs.

### Skill: Setup Project in Accubid/LiveCount

#### Requirements

* Create an Accubid file in the proper location and format.
* Create LiveCount folder in the proper location and format.
* Enter the WBS area breakout and Unit Matrix into Accubid.
* Upload contracted plans per the scope of work to LiveCount and link to Accubid.

#### Score: Proficient

##### Trainers Comments

Creates Accubid/LiveCount in a timely manner with no issues.

### Skill: Means and Methods

#### Requirements

* Review the specifications, proposal, and scope of work to determine contracted responsibilities.

* Determine the allowable scope of work and recommended methods of construction per NEC and specifications.

#### Score: Proficient

##### Trainers Comments

Zane is proficient and able to capture the M&Ms on the projects he worked on
in his Pre-takeoff emails and OneNote completion.
He captures any discrepencies and brings them to my or bid attention.

### Skill: Fixtures

#### Requirements

* Review reflected ceiling plans and compare/cross reference architectural, electrical, interior design, and landscape plans to identify all fixtures and their proper mounting requirements and length per fixtur. Fixture schedule may be required to consult for mounting requirements.

* Build fixture assembly and assign to proper Accubid task.

##### Review Quick Checks

* broken out by area with correct naming convention
* no fixture labor in extension
* Spot check one unit on RCP's and mounting method
* double check assemblies with count over 100
* review all site fixtures

Self check:

* review every page of drawings to ensure all fixtures have been captured

#### Score: Proficient

##### Trainers Comments

Zane references the Electrical/Arch/ID drawings
to identify fixtures and their mounting methods
with minimal to no issues in the fixture creation.

### Skill: Units

#### Requirements

Identify wiring type, receptacle and switch specs based on Unit panel, proposal and drawings.See Fixtures, Fire Alarm, Telecom, and Electrical for detailed requirements

##### Review Quick Checks

* wiring method matches construction type
* review extension for unit panel, range count, dryer and MSDE counts to match total number of units
* review one unit panel for breaker types (GFI/standard)
* review contract requirements for wiring devices (i.e. Decora vs toggle, 20amp vs 15amp)
* review unit plan notes
* measured lengths for anything over 30amp
* check unit load center assembly to include unit misc
* confirm water heater and air handling unit to match unit panels amperage
* tstats, door bells, garage door wiring taken off as needed per contract documents

#### Score: Proficient

##### Trainers Comments

Minimal to no issues on unit take-offs.
Captures all systems included in our scope.
Gets clarification from myself or Bid
on discrepencies between drawings/PDI proposal (typically telecom).

### Skill: Units Sub feeds

#### Requirements

* Check structural, architectual and electrical drawings to determine correct wiring method.
* Determine correct routing
* Determine proper sizing based on NEC code year and voltage drop

##### Review Quick Checks

* review extension system 2pc strut clamp count is double the number of units
* verify subfeed method (i.e. MC, PVC, etc)
* check routing against wiring method
* spot check adders against wiring method and levels
* voltage drop calculated correctly and annotated when upsized
* added troughs, stubbies, and pigtails as needed

#### Score: Highly Proficient

##### Trainers Comments

Zane confirms which method, sizing and routing can be used prior to take-off.
He accurately adds voltage drop/pigtails/troughs when necessary.

### Skill: Fire Alarm

#### Requirements

* Review Architectural, Electrical and Fire Alarm drawings
    to determine correct assembly types based on symbols and structure type.

* Determine correct routing for underground and riser requirements based on building type.

* DAS requirements integrated where applicable, using information gathered from Fire Alarm/DAS scope

##### Review Quick Checks

* correct conduit requirements (PVC/EMT)
* free air in units if permitted
* all OneNote item checklist taken off
* all DAS checklist items taken off
* head-end taken off per correct building type

#### Score: Proficient

##### Trainers Comments

Zane uses the correct assemblies per the job requirements
and completes each systems accurately (FA/DAS/2Way).

### Skill: Telecom

#### Requirements

* Review Architectural, Electrical and Low Voltage drawings to determine correct cable specs, MSDE, riser requirements, and assemblies per legend.

* Determine backbone routing and spec requirements for mounting details and any other special requirements per job.

##### Review Quick Checks

* MDSE and cable spec verified per contract documents
* unit home runs per contract (free air or conduit)
* unit details referenced for hi/lows or clock recepticles
* Telecom backbone riser checklist taken off
* Amenity area stub ups as needed
* SLVDB taken off per contract documents

#### Score: Meets Expectations

##### Trainers Comments

Zane references Electrical and Low Voltage drawings
to determine job requirements for accurate take-off of the Telecom system.
Telecom seems to be a living system that changes between initial take-off to completion,
and Zane does a good job to stay on top of it.
Can improve speed of take-off

### Skill: Low Voltage

#### Requirements

* Review Architectural, Electrical and Low Voltage drawings
    to determine required systems, correct cable specs,
    riser requirements, and assemblies per legend.

##### Review Quick Checks

* correct conduit requirements (PVC/EMT)

* confirm systems - Access Control, CCTV, Audio Visual, WIFI, and code blue

#### Score: Meets Expectations

##### Trainers Comments

Many of the projects he has completed
are typical "free-air where allowed"
and Zane takes these off accurately.
It would be good to diversify his experience
with different regional projects.

### Skill: Electrical

#### Requirements

* Review all drawings, RCPs, and contract for requirements.

* Determine correct wiring sizing, voltage drop,
    panel locations/schedules, wire/device specs,
    conduit specs, and slab thickness.

* Differentiate spec requirements between garage and building as applicable.

##### Review Quick Checks

* correct wiring and conduit method is used
* correct devices specifications used
* spot check mechanical connections
    (check against panel schedule, check for correct flex, check length and voltage drop)
* condensing unit take off on roof and levels if applicable
* additional home runs added in highly populated areas (amenity, courtyard, etc) as needed
* car charger home runs measured and home runs per panel schedule
* sleeving and misc slab deck assembly

#### Score: Meets Expectations

##### Trainers Comments

Minimal to no issues with electrical take-off.
Can improve speed of take-off.

### Skill: Switchgear

#### Requirements

Review riser and panel schedules to determine correct assemblies.

##### Review Quick Checks

* spot check panel assemblies based on typical panel schedule
* subfeed terminations in meter center assemblies taken off by level
* terminations in switchboard assemblies
* terminations for generator included

#### Score: Proficient

##### Trainers Comments

Learned quickly and meets expectations.
(Subfeeds terminations are currently in subfeed assemblies, similar to Feeders)

### Skill: Feeders / Risers / Primaries / Secondaries

#### Requirements

* Review all drawings and contract specifications for requirements.
* Determine correct sizing, routing, wiring method, conduit spec, and regional requirements.

##### Review Quick Checks

* conduit and wiring method matching contract requirements
* check riser to validate all feeders captured
* check all underground routing (were structural drawings referenced)
* full validation of all high level cost feeders (any feeder over $20k)
* spot check grounding specs followed
* ensure grounding wire deleted from secondary assemblies
* check feeder sleeving and cable supports correlate to feeder counts and wire sizing
* spot check adders match floor height
* upsizing for voltage drop where necessary

#### Score: Proficient

##### Trainers Comments

Zane's FRR take-off is accurate and captures the correct sizing/routing/M&M.
Q2 Goal - Collab w/ Joel to create efficient Feeder Checklist

### Skill: Gather Quotes/Target Numbers

#### Requirements

Review project documentation to determine accurate project conditions
(i.e. duration, type, region, etc.) to be applied to PDI guidelines.

##### Review Quick Checks

* cost listed for all Scopes in SOW
* internal correspondence with correct POC for each scope
* prices listed are PDI Cost, not Sale price
* quotes are recent and/or still in effect
* relevant backup documentation saved in project folder

#### Score: N/A

##### Trainers Comments

I don't currently have Zane completing the Tabs in Accubid at this time
as I want him to fully understand the PDI Standards during his take-offs,
but I will set this as a goal for Q1.

### Skill: Create General Conditions Budget

#### Requirements

Review project documentation to determine accurate project conditions
(i.e. duration, type, region, etc.) to be applied to PDI guidelines

##### Review Quick Checks

* project schedule, CTC, FRM and Bid comp sheet are saved in folder
* cross reference documents to spot check areas
* critical factors to validate: Unit count, project duration, building type, region
* temp power validation against plans (should follow 75' rule)
* all areas are completed

#### Score: N/A

##### Trainers Comments

I don't currently have Zane completing the Tabs in Accubid at this time
as I want him to fully understand the PDI Standards during his take-offs,
but I will set this as a goal for Q1.

### Skill: Create PDI Labor and General Support Budget

#### Requirements

Review project documentation to determine accurate project conditions
(i.e. duration, type, region, etc.) to be applied to PDI guidelines

##### Review Quick Checks

* project schedule, CTC, FRM and Bid comp sheet are saved in folder
* cross reference documents to spot check areas
* critical factors to validate: Unit count, project duration, building type, project type, region
* relevant backup documentation saved in project folder for VDC cost
* all areas are completed

#### Score: N/A

##### Trainers Comments

I don't currently have Zane completing the Tabs in Accubid at this time
as I want him to fully understand the PDI Standards during his take-offs,
but I will set this as a goal for Q1.

### Skill: Create Production Labor Plan

#### Requirements

* Fill out the standard template information
* Cross-reference Accubid takeoff labor numbers to determine template numbers.
* Cross-reference the bid to determine strategy.
* Determine factors/conditions that would impact rate changes
    (site, region, install requirements).

##### Review Quick Checks

* latest template used to complete
* Project information fields are filled accurately
* manual input fields are completed (site number, unit misc tab, etc)
* Percentages of area cost fall within typical ranges or have clear explanation otherwise
    (i.e. back-of-house around 13%)

#### Score: N/A

##### Trainers Comments

I don't currently have Zane completing the Labor Plan at this time,
but he has sat with me to complete while reviewing his jobs.
I would like to have this as a Q2 goal for him to complete.
