vault backup: 2026-03-25 16:47:08

2026-03-25 16:47:08 -04:00
parent 1a8d438ec6
commit d29f040c84
23 changed files with 77 additions and 62 deletions
@@ -3,7 +3,10 @@
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@@ -16,15 +19,24 @@
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@@ -13,6 +13,8 @@ dg-publish: true
 # ConEst Pre-Takeoff Email Template
 %%
 Email template for use in [[pdi-pre-takeoff-confirmation]].
 This template effectively replicates the official template,
 originally written in Microsoft Word.
@@ -18,9 +18,9 @@ dg-publish: true
 ## Prerequisites
-1. [[pdi-conest-project-setup]]
+1. [[pre-takeoff-research]]
-2. [[pre-takeoff-research]]
+2. [[pdi-pre-takeoff-confirmation]]
-3. [[pdi-pre-takeoff-confirmation]]
+3. [[pdi-conest-project-setup]]
 ## Sequence
@@ -17,52 +17,30 @@ is to address potential discrepancies
 between the requirements of the project documents
 and the scope included in the bid team's proposed price.
-> [!important]
+## Procedure
 > Complete [[pre-takeoff-research]]
 > before sending the confirmation.
-> [!example] Example provided by Joel Jansen 2025-09-18, edited
+### Complete the Template
-> Good morning,
+
->
+Complete [[conest-pre-takeoff-email-template|the template]]
-> Please see below and confirm the documents we plan to use
+for the project.
-> while we takeoff Alta Watkins are correct.
+Direction is included in comments.
->
+
-> * Plans & Specs,
+### Send the Email
-> * Drawings: GMP, 2025-09-11
+
-> * Project Manual: GMP Specifications, 2025-09-11
+Paste the completed template content to the body of a new email.
-> * Proposal: 2025-07-03
+
-> * Takeoff Stage: **Full Take Off**
+**Subject:** "Pre-Takeoff Confirmation - ..."
->
+
-> Also, please confirm:
+**To:**
->
+* Preconstruction Manager %% Brian %%
-> 1. Are there any variations from the drawings that we need to include in our takeoff?
+* Senior Bid Estimator %% Christian %%
-> 2. Any accepted/pending alternates?
+* Bid Estimator or Associate Estimator (if applicable)
->
+
-> Feeders:
+**CC:**
-> * Size per Schedule on drawings (AL +100 A).
+* Senior Construction Estimator %% Joel %%
-> * PVC UG, EMT OH.
+* ConEst Manager (Josh Ford)
->
+* Director of Estimating (Corwin Fluit)
-> Subfeeds:
+* Jessalyn Williams
-> * MC for metal stud units, SER all other units
+* Other ConEst Estimators (if applicable)
->
+
-> Voltage Drop: As shown for subfeeds, 2% Feeders
+[^1]: [[2026-03-20_09-11-09#Pre-Takeoff Email Process]]
 >
 > Units:
 > * Devices: Standard Duplex/Toggle
 > * USB Rec's: As shown, plus 1 per bedroom (Type A & C).
 > * Studs: Metal in M units, Wood all other locations.
 > * Telecom: 30" UDP, CAT6. (use 28" in takeoff)
 > * Smoke Detection: 120V
 >
 > Fire Alarm:
 > * Pathways: Free Air
 > * 2-Way: Included
 >
 > Electrical:
 > * Devices: Decora Amenities, Duplex/Toggle BOH
 >
 > Fixtures:
 > * Cable: LV in Amenity Areas
 > * Occupancy Sensors: Local
 >
 > Thank you,
@@ -32,5 +32,5 @@ are potentially very different.
 ## See Also
-* [[2025-12-03_15-54-22]]
+* [[2025-12-03_15-54-22#Excluding Vs. Ignoring Project Requirements]]
-* [[2025-11-06_18-12-00]]
+* [[2025-11-06_18-12-00#"Bad Bid Practice"]]
@@ -7,6 +7,7 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - topic/estimating
 daily: "[[2026-03-13]]"
 date-created: 2026-03-13T09:47:42-04:00
 dg-publish: true
@@ -38,4 +39,6 @@ a program could be made to draw the paths
 with colors by cable type
 and a legend with counts and total lengths,
 writing the markup to PDF or TIFF
-which could be uploaded
+which could be uploaded to Trimble Connect
 and used as the `Drawing`
 for takeoffs with lot **Length** and **Count**.
@@ -7,6 +7,7 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - topic/hobbies/cooking
 daily: "[[2026-03-14]]"
 date-created: 2026-03-14T23:17:58-04:00
 dg-publish: true
@@ -7,6 +7,7 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - occupational/takeoff
 dg-publish: true
 date-created: 2026-03-18T11:31:07-04:00
 daily: "[[2026-03-18]]"
@@ -7,6 +7,8 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - occupational
  - type/minutes
 dg-publish: true
 date-created: 2026-03-19T09:00:43-04:00
 daily: "[[2026-03-19]]"
@@ -7,6 +7,7 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - occupational
 daily: "[[2026-03-20]]"
 date-created: 2026-03-20T09:11:09-04:00
 dg-publish: true
@@ -17,7 +18,9 @@ yearly: "[[2026]]"
 ---
 # 2026-03-20 09:11:09
-follow-up to [[2026-03-19_09-00-43]]
+## Pre-Takeoff Email Process
 Follow-up to [[2026-03-19_09-00-43]]
 > [!quote] Josh Ford @ 2026-03-20 09:10 via Outlook
 > Good Morning, Team,
@@ -48,4 +51,4 @@ follow-up to [[2026-03-19_09-00-43]]
 >
 > Thanks everyone!
-BPM Task Review scheduled for [[2026-03-25]]
+BPM Task Review scheduled for [[2026-03-25]]
@@ -7,6 +7,7 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - topic/estimating
 dg-publish: true
 date-created: 2026-03-20T11:05:34-04:00
 daily: "[[2026-03-20]]"
@@ -21,7 +21,7 @@ yearly: "[[2026]]"
 [Causal notation](https://en.wikipedia.org/wiki/Causal_notation)
 may be helpful in illustrating the relationships
-between the quantities listed in
+between the quantities listed in:
 * [[alternating-current]]
 * [[voltage-drop]]
 * [[conductor-sizing]]
@@ -7,6 +7,7 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - topic/hobbies/homelab
 dg-publish: true
 date-created: 2026-03-20T13:18:50-04:00
 daily: "[[2026-03-20]]"
@@ -8,6 +8,7 @@ tags:
  - status/draft
  - type/periodic/timestamped
  - topic/risk
  - topic/estimating
 dg-publish: true
 date-created: 2026-03-20T13:27:12-04:00
 daily: "[[2026-03-20]]"
@@ -7,6 +7,7 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - occupational/takeoff
 dg-publish: true
 date-created: 2026-03-20T13:44:59-04:00
 daily: "[[2026-03-20]]"
@@ -33,7 +33,6 @@ which can be quite abstract.
 I found the PE's receptivity
 a pleasant surprise.
 In my experience training estimating,
 both at Ace and PDI,
 I have to be _very_ careful with my words
@@ -7,6 +7,7 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - topic/construction
 dg-publish: true
 date-created: 2026-03-24T09:51:24-04:00
 daily: "[[2026-03-24]]"
@@ -7,6 +7,7 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - occupational/takeoff
 dg-publish: true
 date-created: 2026-03-25T08:14:59-04:00
 daily: "[[2026-03-25]]"
@@ -7,6 +7,7 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - occupational
 dg-publish: true
 date-created: 2026-03-25T08:55:46-04:00
 daily: "[[2026-03-25]]"
@@ -7,6 +7,7 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - topic/estimating
 dg-publish: true
 date-created: 2026-03-25T12:53:30-04:00
 daily: "[[2026-03-25]]"
@@ -7,6 +7,8 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - occupational
  - type/minutes
 dg-publish: true
 date-created: 2026-03-25T13:00:49-04:00
 daily: "[[2026-03-25]]"
@@ -29,7 +31,8 @@ estimator and senior tasks.
 #### 1. Pre-Takeoff Email
-[[conest-pre-takeoff-email-template]] used correctly.
+[[conest-pre-takeoff-email-template]] used correctly:
 [[pdi-pre-takeoff-confirmation]] executed correctly.
 #### 2. Accubid Extension Pricing
@@ -7,6 +7,8 @@ tags:
  - destiny/permanent
  - status/draft
  - type/periodic/timestamped
  - occupational
  - type/minutes
 dg-publish: true
 date-created: 2026-03-25T13:17:35-04:00
 daily: "[[2026-03-25]]"
@@ -19,7 +21,8 @@ yearly: "[[2026]]"
 ## BPM Tasks Meeting
-Regarding [[conest-pre-takeoff-email-template#Tasks/Quotes Needed for WBS]]:
+Regarding [[conest-pre-takeoff-email-template#Tasks/Quotes Needed for WBS]]
 for [[pdi-pre-takeoff-confirmation]]:
 Intent is to reduce WBS turnaround,
 reduce time spent sitting on WBS's completed
@@ -20,7 +20,7 @@ to gain access to information prior to making a decision.
 ## Example
-Suppose information $I$ is available to a decision maker.
+Suppose a decision maker has the opportunity to purchase information $I$.
 Consider these two scenarios:
 1. the decision maker does not purchase the information