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2026-03-20T09:11:09-0400 2026-03-20 09:11:09
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2026-03-20 2026-03-20T09:11:09-04:00

2026-03-20 09:11:09

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,

Following up from our meeting yesterday. Please see attached for the Pre-takeoff template and example.

  • The template is saved here: S:\Estimating\7 ConEst Team\ConEst Process Documents

  • When completed please save in #4. Notes & E-mails within the project folder.

  • When distribution to the team, please send content within the body of the email and not as an attachment.

  • Distribution List:

    • To: PCM, Senior Estimator & Estimator
    • CC: Senior Construction Estimator, Other ConEst team members on the project, Josh Ford, Corwin Fluit & Jessalyn Williams
  • We will not use this exact template for Design Builds (remove spec portion of email), Data Centers, Stadiums or Large commercial projects (We will customize based on SOW)

For the tasks, I will set up a separate meeting to go over that portion, feel free to leave that portion off the email until after that training.

Let me know if you have any questions or if I forgot anything we discussed.

Thanks everyone!

BPM Task Review scheduled for 2026-03-25