150 lines
3.5 KiB
Markdown
150 lines
3.5 KiB
Markdown
---
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id: 2026-03-19T09:00:43-0400
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title: 2026-03-19 09:00:43
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tags:
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- status/draft
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- occupational
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- type/minutes
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date-created: 2026-03-19T09:00:43-04:00
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daily: "[[2026-03-19]]"
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---
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# 2026-03-19 09:00:43
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## Pre-Takeoff Email Template Meeting
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Meeting lead by [[josh-ford]]
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to discuss acceptable use of [[conest-pre-takeoff-email-template]].
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### Topics
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#### Purpose
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Reiterated intent to replace OneNote,
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however stated that OneNote might (even should)
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be used to track
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Intent is too provide information to the bid team
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potentially to be qualified in future bids.
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> 1. ConEst deviates from specs
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> based on direction from [[pdi-bid-estimating|Bid]].
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>
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> 2. Awarded contract does not include respect for the direction
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>
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> 3. [[pdi-operations|Ops]], not aware of direction, believes ConEst takeoff was in error.
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Intent is to improve transparency,
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an area the OneNote is poor in.
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***
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Direction from [[aaron-permuy]] to improve turnaround
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while maintaining standards
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including presentability of information;
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raise issues with missing BPM tasks ASAP
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rather than being the "task police",
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hounding Bid at the very end.
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> [!quote] [[2026-02-27_13-58-30]]
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> > [!quote] Peer @ 15:36
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> > > They (whoever _They_ is) want Bid to handle more volume,
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> > > which requires that Bid spend less time on a single estimate,
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> > > which requires ConEst to pick up slack to maintain the same rigor.
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> >
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> > Where does this come from?
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>
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> > [!quote] Me @ 15:53
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> > More baseless speculation.
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***
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"Why is Bid not providing this to us?"
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ConEst has more time to review.
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Intent is to have conversations before contract
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There will be bad estimates, bad proposals,
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but ConEst's role is to prevent PDI _from making bad deals_
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> [!quote] [[joel-jansen]] (pp.)
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> Similar could be said by Ops about ConEst.
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> ~~They have more time than us~~
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#### Use
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Only when we're touching a job for the first time,
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not revisions.
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Template should be pasted into the email body,
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not sent as attachment.
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To be revisited in audit meeting [[2026w13|next week]].
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cc: Josh Ford, Corwin Fluitt, Jessalyn
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Other media were considered,
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but email text was determined to be optimal
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to prevent lost attachments and broken links.
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Consistency in formatting is prioritized
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ConEst resources to be allocated by availability, not region.
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Response from Bid is necessary within three days.
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"See proposal" is unacceptable response.
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Escalate issue.
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#### Acceptable Manufacturers
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> [!example] [[sunset-amphitheater]]
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> Cummins generator was spec'd, quoted,
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> but not used in estimate because it was not cheapest.
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Josh, Corwin, Procurement
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to provide a list of "typical PDI manufactures"
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for Wire, Generator, Switchgear
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rather than include entire list from specs.
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> Wire:
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> * Encore
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> * Okonite
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> * Southwire
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#### Project Drawing/Detail Callouts
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[[conest-pre-takeoff-email-template#Project Drawing/Detail Callouts]]
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High-cost impact items
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not mentioned in proposal
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not shown in Bid Sheet.
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* dimming in units
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* balcony pedestals
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#### Lighting Control
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[[conest-pre-takeoff-email-template#Lighting Control]]
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Intent is to provoke conversation ahead of takeoff
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to prevent rework
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not necessary to list all areas
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if not applicable to project
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(code minimum)
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#### Tasks/Quotes Needed for WBS
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[[conest-pre-takeoff-email-template#Tasks/Quotes Needed for WBS]]
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> BPM has both
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> tasks within bid round and
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> tasks outside of bid round.
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To be revisited in [[2026-03-25_13-17-35#BPM Tasks Meeting|dedicated meeting]]
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### Meetings to Follow
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* ConEst Audit Scorecard --- [[2026-03-25]]
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* BPM Tasks Meeting --- TBD
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* ConEst Town Hall --- TBD
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