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