vault backup: 2025-08-13 18:08:15
This commit is contained in:
@@ -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
|
||||
Reference in New Issue
Block a user