diff --git a/.obsidian/plugins/recent-files-obsidian/data.json b/.obsidian/plugins/recent-files-obsidian/data.json index 5ba2b18..ad04806 100644 --- a/.obsidian/plugins/recent-files-obsidian/data.json +++ b/.obsidian/plugins/recent-files-obsidian/data.json @@ -1,8 +1,8 @@ { "recentFiles": [ { - "basename": "3-phase-power", - "path": "3-phase-power.md" + "basename": "estimator-skills", + "path": "estimator-skills.md" }, { "basename": "README", @@ -12,6 +12,10 @@ "basename": "feeders", "path": "feeders.md" }, + { + "basename": "3-phase-power", + "path": "3-phase-power.md" + }, { "basename": "full-takeoff", "path": "full-takeoff.md" @@ -195,10 +199,6 @@ { "basename": "supertopics", "path": "supertopics.md" - }, - { - "basename": "risk-oriented-estimating", - "path": "risk-oriented-estimating.md" } ], "omittedPaths": [], diff --git a/estimator-skills.md b/estimator-skills.md new file mode 100644 index 0000000..c576180 --- /dev/null +++ b/estimator-skills.md @@ -0,0 +1,515 @@ +--- +id: +aliases: [] +tags: + - type/media +--- +## Create a WBS + +* Responsible Party: Associate/Estimator +* Validating Party: Estimator/Senior + +### Requirements + +* WBS excel sheet created and matches correct building areas on plans +* WBS sent to PM and feedback critically reviewed and determine if changes should be integrated + +### Grading Scale + +* Highly Proficient: no items missed - job fully completed and to standards + Works quickly, consultative and collaboratively with Operations to get to approval and upload + +* Proficient: main breakouts found but not to formatting or standards + Works with Operations but with delay or without consultative view + +* Work in Progress: Main breakouts missing or standards not followed + Approvals with Operations become hostile or overly delayed + +### Validation + +Receive 5 Highly Proficient ratings on jobs by Senior/Estimator review +Once received, validation no longer required + +## Create Unit Matrix + +* Responsible Party: Associate/Estimator +* Validating Party: Estimator/Senior + +### Requirements + +* Compare/cross reference architectural and electrical plans + to determine correct unit naming, count, location, and layout +* Create unit matrix excel document +* Enter information into Accubid and cBOM accurately + +### Grading Scale + +* Highly Proficient: no items missed - job fully completed and to standards +* Proficient: overall unit count correct + but using inconsistent naming or order. + Not to formatting or standards +* Work in Progress: Unit count incorrect, using incorrect documents, + or documents not cross referenced for comparison + +### Validation + +Receive 5 Highly Proficient ratings on jobs by Senior/Estimator review +Once received, validation no longer required + +## Setup Project in Accubid/LiveCount + +* Responsible Party: Associate/Estimator +* Validating Party: Estimator/Senior + +### Requirements + +* Create Accubid file in proper location and format +* Create LiveCount folder in proper location and format +* Enter WBS area breakout and Unit Matrix into Accubid +* Upload contracted plans per scope of work to LiveCount and tie to Accubid using standard bookmark instructions + +### Grading Scale + +* Highly Proficient: all requirements met - job fully completed and to standards +* Proficient: all items completed but not fully to standard; still usable if corrected +* Work in Progress: set-up not usable to complete job, must be redone + +### Validation + +Receive 3 Highly Proficient ratings on jobs by Senior/Estimator review +Once received, validation no longer required + +## Create Means and Methods + +* Responsible Party: Estimator +* Validating Party: Senior + +### Requirements + +* Compile documentation to project folder and link to project OneNote +* Review the specifications, proposal and scope of work + to determine contracted responsibilities +* Determine allowable scope of work +* Document contracted and allowable scope of work + and recommended methods of construction per NEC and specifications +* Send to project team per Hub for approval +* Feedback critically reviewed and determine if changes should be integrated + +### Grading Scale + +* Highly Proficient: all information included and accurate - + fully completed to standards. + Works quickly, consultative and collaboratively with full project team. + +* Proficient: Majority of information completed with minimal inaccuracies. + Works with Operations but with delay, + without consultative view, or not to all parties. + +* Work in Progress: Using incorrect documents, + not thinking critically about constructability, many inaccuracies. + Approvals with project team become hostile or overly delayed; + leaving out multiple project team members. + +### Validation + +* Receive 3 Highly Proficient ratings on jobs by Senior review +* Once received, validation no longer required + +## Fixtures + +* Responsible Party: Associate/Estimator +* Validating Party: Estimator/Senior + +### 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 fixture. + Fixture schedule may be required to consult for mounting requirements. +* Build fixture assembly and assign to proper Accubid task + +### Grading Scale + +* Highly Proficient: all information included and accurate - fully completed to standards +* Proficient: all assemblies selected correctly, lengths may not be adjusted to actuals, installation methods not correct +* Work in Progress: incorrect assemblies chosen, missing lengths, incorrect wiring methods, assigned to wrong Accubid tasks + +### Validation + +* Until at least 3 Highly Proficient ratings on jobs by Senior/Estimator review, full takeoff validation required. (Must have at least 1 of Garden, High Density, and High Rise jobs.) +* After 3 Highly Proficient ratings, validation includes spot check of one unit, one building and one garage plus corridor measurements. + +## Units + +* Responsible Party: Associate/Estimator +* Validating Party: Estimator/Senior + +### 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 +* Measure any lengths of #10 wire and above +* Assign to proper Accubid task + +### Grading Scale + +* Highly Proficient: all information included and accurate - fully completed to standards +* Proficient: all items identified but some assemblies not selected correctly that can be easily substituted +* Work in Progress: incorrect wiring method, not following amperages based on unit panels, multiple items missing, incorrect routing used, not following symbol chart provided + +### Validation + +* Until at least 3 Highly Proficient ratings on jobs by Senior/Estimator review, full takeoff validation required. (Must have at least 1 of Garden, High Density, and High Rise jobs.) +* After 3 Highly Proficient ratings, validation includes extension spot check of high variable items, unit matrix counts + +## Units Sub feeds + +* Responsible Party: Associate/Estimator +* Validating Party: Estimator/Senior + +### Requirements + +* Check structural, architectual and electrical drawings +* Determine correct wiring method +* Determine correct routing +* Determine proper sizing based on NEC code year and voltage drop +* Assign to proper Accubid task + +### Grading Scale + +* Highly Proficient: all information included and accurate - + fully completed to standards + (unit panels drawn on levels, pigtails/stubbies/wire troughs added) +* Proficient: all items taken off, some routing errors +* Work in Progress: voltage drop calculated incorrectly, + incorrect wiring method, incorrect routing, + missing subfeeds, not utilizing typicals + +### Validation + +Until at least 3 Highly Proficient ratings on jobs by Senior/Estimator review, full takeoff validation required. +(Must have at least 1 of Garden, High Density, and High Rise jobs.) +After 3 Highly Proficient ratings, validation includes total count and spot check of voltage drop + +## Fire Alarm + +* Responsible Party: Associate/Estimator +* Validating Party: Estimator/Senior + +### 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 +* Complete and assign to proper Accubid task + +### Grading Scale + +* Highly Proficient: all information included and accurate, + utilizing typicals for efficient completion and review +* Proficient: all items taken off, some routing errors, typicals not utilized +* Work in Progress: Missing assemblies, incorrect conduit requirements, incorrect routing + +### Validation + +Until at least 3 Highly Proficient ratings on jobs by Senior/Estimator review, full takeoff validation required +(Must have at least 1 of Garden, High Density, and High Rise jobs). +After 3 Highly Proficient ratings, validation includes spot check of routing and riser in LiveCount/Accubid + +## Telecom + +* Responsible Party: Associate/Estimator +* Validating Party: Estimator/Senior + +### 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 +* Confirm mounting details and any other special requirements per job +* Complete and assign to proper Accubid task + +### Grading Scale + +* Highly Proficient: all information included and accurate, + utilizing typicals for efficient completion and review +* Proficient: all items taken off, some routing errors, typicals not utilized +* Work in Progress: Incorrect specs/sizing, missing assemblies, incorrect conduit requirements, incorrect routing + +### Validation + +* Until at least 3 Highly Proficient ratings on jobs by Senior/Estimator review, full takeoff validation required. (Must have at least 1 of Garden, High Density, and High Rise jobs.) +* After 3 Highly Proficient ratings, validation includes spot check of routing and riser in LiveCount/Accubid and MSDE sizing/cable spec + +## Electrical + +* Responsible Party: Associate/Estimator +* Validating Party: Estimator/Senior + +### 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 +* Complete and assign to proper Accubid task + +### Grading Scale + +* Highly Proficient: all information included and accurate, adding additional home runs and assemblies based on panel locations not shown on plans +* Proficient: most information included and accurate; short on some lengths, not accounting for voltage drop +* Work in Progress: missing condensing units, home runs, using incorrect wiring or conduit methods, using wrong device specs, no typicals used + +### Validation + +Until at least 3 Highly Proficient ratings on jobs by Senior/Estimator review, full takeoff validation required. +(Must have at least 1 of Garden, High Density, and High Rise jobs.) +After 3 Highly Proficient ratings, validation includes spot check of home runs, reviewing plan notes for special requirements, review one typical level and amenity areas for all requirements + +## Switchgear + +* Responsible Party: Associate/Estimator +* Validating Party: Estimator/Senior + +### Requirements + +* Review riser and panel schedules to determine correct assemblies and power terminations +* Complete and assign to proper Accubid task + +### Grading Scale + +* Highly Proficient: all information included and accurate including termination locations and Accubid areas +* Proficient: most information included and accurate, missing some terminations +* Work in Progress: missing most terminations, incorrect locations in Accubid areas, missing panels + +### Validation + +Until at least 3 Highly Proficient ratings on jobs by Senior/Estimator review, full takeoff validation required. +After 3 Highly Proficient ratings, validation includes spot check one of each switchboard (switchboard/panel/meter center) by category + +## Feeders / Risers / Primaries / Secondaries + +* Responsible Party: Estimator +* Validating Party: Senior + +### Requirements + +* Review all drawings and contract specifications for requirements +* Determine correct sizing, routing, wiring method, conduit spec, and regional requirements +* Coordinate with project team (VDC, BOW, Operations) for routing +* Complete and assign to proper Accubid task + +### Grading Scale + +* Highly Proficient: all information included and accurate, feeders upped for voltage drop, cable supports added where necessary, correct assemblies built where necessary; + updating take-off per regional requirements even when not shown in drawings +* Proficient: all items taken off and linked with To and From, some routing incorrect, standard assemblies used in lieu of feeder schedule +* Work in Progress: missing links and labels, voltage drop not accounted for, not integrating VDC information when available, wrong wiring/conduit method used + +### Validation + +Until at least 3 Highly Proficient ratings on jobs by Senior/Estimator review, full takeoff validation required. (Must have at least 1 of Garden, High Density, and High Rise jobs.) +After 3 Highly Proficient ratings, validation includes spot check of underground routing, LiveCount routing, comparison of assemblies to schedule, check high cost feeders for critical information + +## Gather Quotes/Target Numbers + +* Responsible Party: Estimator +* Validating Party: Senior + +### Requirements + +* Review contract documents to determine contracted responsibilities +* For each included scope, retrieve cost per ConEst SOP guidelines +* Save quotes to project folder in standard format and location +* Input cost into appropriate Accubid location and tab + +### Grading Scale + +* Highly Proficient: all scopes have been identified, have accurate cost, and are properly documented. Follow-up with various scopes is timely and collaborative. +* Proficient: all scopes have been identified and have accurate cost but are not properly documented or wasn't completed in a timely manner. +* Work in Progress: missing scopes, inaccurate costs and/or improperly documented. Follow-up not completed in timely manner or interactions with other parties become hostile or unprofessional. + +### Validation + +* Receive 3 Highly Proficient ratings on jobs by Senior review +* Once received, Senior will validate by verifying all scopes in contract have a cost defined + +## Create General Conditions Budget + +* Responsible Party: Estimator +* Validating Party: Senior + +### Requirements + +* Review project documentation to determine accurate project conditions (i.e. duration, type, region, etc.) to be applied to PDI guidelines +* Use company guidelines and rates per approved CTC/FRM when provided +* Follow ConEst SOP guidelines to create target values if approved FRM/CTC not received +* Input cost into appropriate Accubid tab and folder location + +### Grading Scale + +* Highly Proficient: all areas completed to guideline and all conditions identified and applied accurately. Documentation saved to proper locations +* Proficient: all areas completed to guideline but some conditions identified or applied incorrectly or project not fully documentmented to standard +* Work in Progress: not all areas completed to guideline and/or many conditions identified or applied incorrectly. Project not documented to standard. + +### Validation + +Receive 3 Highly Proficient ratings on jobs by Senior review +Once received, Senior will spot check project duration, region, scope and building type and date of guidelines used + +## Create PDI Labor and General Support Budget + +* Responsible Party: Estimator +* Validating Party: Senior + +### Requirements + +* Review project documentation to determine accurate project conditions + (i.e. duration, type, region, etc.) to be applied to PDI guidelines +* Use company guidelines and rates per approved CTC/FRM when provided +* Follow ConEst SOP guidelines to create target values if approved FRM/CTC not received +* Input cost into appropriate Accubid tab and folder location + +### Grading Scale + +* Highly Proficient: all areas completed to guideline and all conditions identified and applied accurately. Documentation saved to proper locations +* Proficient: all areas completed to guideline but some conditions identified or applied incorrectly or project not fully documentmented to standard +* Work in Progress: not all areas completed to guideline and/or many conditions identified or applied incorrectly. Project not documented to standard. + +### Validation + +* Receive 3 Highly Proficient ratings on jobs by Senior review +* Once received, Senior will spot check project duration, region, scope and building type and date of guidelines used + +## Create Production Labor Plan + +* Responsible Party: Senior +* Validating Party: Manager + +### Requirements + +* Fill out 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) +* Apply factors critically to complete template + +### Grading Scale + +* Highly Proficient: all information processed per guidelines, fully understand pricing strategy in order to explain/defend, communicate labor plan discrepancies clearly to both technical and executive level audiences +* Proficient: all information processed per guidelines but not able to fully defend and/or communicate decisions +* Work in Progress: information not processed to guidelines, not documented correctly and/or demonstrating lack of understanding for reasoning + +### Validation + +* Receive 5 Highly Proficient ratings on jobs by Manager +* Once received, Manager will spot check square footage, Material Handler, Temp Power, Slab/Deck, Gear/Feeders, SOW and Specifications + +## Internal/Senior Review + +* Responsible Party: Estimator/Senior +* Validating Party: Senior/Manager + +### Requirements + +* Use validation requirements to review each take-off area per employee current competencies of each scope +* Provide grading and constructive feedback on each scope as applicable +* Validate corrected items per first review once updated +* Document feedback on Team Member Tracking document + +### Grading Scale + +* Highly Proficient: provides comprehensive explanations and constructive feedback, all take-off areas fully vetted for accuracy and final product fully correct. +* Proficient: some areas have inaccuracies in final product and/or explanations lacking in clarity or not constructive for learning +* Work in Progress: many inaccuracies present after final review, feedback not provided or not constructive/clear + +### Validation + +Receive 3 Highly Proficient ratings on job reviews by Senior or Manager +Once received, validation no longer required + +## ConEst Manager Review + +* Responsible Party: Senior +* Validating Party: Manager + +### Requirements + +* Create project summary chart accurately +* Communicate reasoning clearly for decisions made throughout all scopes + +### Grading Scale + +* Highly Proficient: complete project summary to guideline, fully understand pricing strategy in order to explain/defend, communicate decisions clearly for all scopes +* Proficient: complete project summary to guideline, fully understand pricing strategy in order to explain/defend, communicate decisions clearly for most scopes +* Work in Progress: project summary not completed to guideline, demonstrating lack of understanding of scope decisions in multiple scopes + +### Validation + +Receive 5 Highly Proficient ratings on jobs by Manager +Once received, Manager will spot check square footage, Material Handler, Temp Power, Slab/Deck, Gear/Feeders, SOW and Specifications + +## Complete WBS + +* Responsible Party: Estimator +* Validating Party: Senior + +### Requirements + +* Import Accubid file into WBS template correctly +* Enter all other manual information accurately (comments, tabs, project details) +* Save WBS to correct location and format + +### Grading Scale + +* Highly Proficient: Accubid import completed successfully, all manual information entered correctly and saved to appropriate location +* Proficient: Accubid import completed successfully, all manual information included but entered in wrong location or format +* Work in Progress: Accubid import includes errors, some information missing and/or entered incorrectly, not saved to proper location + +### Validation + +Receive 3 Highly Proficient ratings on jobs by Senior review +Once received, Senior will spot check Import Exceptions tab, contract amount, tax rate, and Accubid final price and GP% + +## Generate cBOM + +* Responsible Party: Associate/Estimator +* Validating Party: Estimator/Senior + +### Requirements + +* Create cBOM to guideline using excel template +* Troubleshoot and correct any errors to allow for full import +* Save cBOM to correct location and format + +### Grading Scale + +* Highly Proficient: cBOM generated and saved, corrected any errors without assistance +* Proficient: cBOM generated and saved, corrected errors with minimal assistance +* Work in Progress: not able to finalize cBOM alone or required significant assistance + +### Validation + +Receive 3 Highly Proficient ratings on jobs by Estimator review +Once received, validation no longer required + +## Executive Review (Chief/Ops/Director) + +* Responsible Party: Senior +* Validating Party: Manager + +### Requirements + +* Distribute draft WBS and cBOM to all parties with deadline +* Collect feedback from all parties and evaluate critically to determine if changes should be integrated +* Communicate updates and reasoning clearly for decisions made throughout all scopes +* Make adjustments where applicable after comments agreed upon +* Distribute final ConEst to all parties + +### Grading Scale + +* Highly Proficient: distribute with clear deadline provided, fully understand pricing strategy in order to explain/defend, communicate decisions clearly for all scopes, works quickly and collaboratively with all parties to get to approval and issuance without escalation required +* Proficient: communication clear and understanding apparent but process gets delayed and/or follow-up not timely to get to issuance +* Work in Progress: not able to complete task independently, unclear communication, demonstrating lack of understanding of scope decisions, follow-up not completed in timely manner or interactions with other parties become hostile or unprofessional. + +### Validation + +Receive 3 Highly Proficient ratings on jobs under Manager supervision +Once received, supervision no longer required