TAKEOFF TASKS
- Confirm plan pages against drawing index*
- Provide scopes where takeoff quantities desired*
- Write RFIs generated during takeoff
- Submit RFIs*
- Takeoff of scope items
- Provide takeoff in standard format unless prior breakdown agreed upon
ESTIMATING TASKS
- Confirm plan pages against drawing index**
- Fill out Trade Sheet, ITB, and Due Dates
- Put project out to bid on either Construct Connect or Building Connected**
- Collaborate on coverage. Follow up with emails and phone calls for proper coverage***
- Scope out project and write RFIs (If DD estimate coordinate with precon manager who did SD budget)
- Submit RFIs*
- Receive bids from subs and store in appropriate place**
- Store late bids in appropriate place
- Qualify bids
- Collaborate on prequalifying subs w/ standard prequal metrics if not defined by client***
- Take off of standard GC metrics
- Provide general conditions, general requirements, and any logistics requiring sub pricing*
- Provide pricing and backup for any bonds, builder’s risk, etc. (incl. items such as permitting and impact fees)*
- Incorporate OPS logistics into subcontractor bids
- Capture data to the best of the ability to fill out bid form and/or estimate summay
PRECONSTRUCTION TASKS
- Confirm plan pages against drawing index
- If conceptual budget use past cost data from past projects, DCD, or RS Means
- If SD budget solicit subcontractors for assistance (Fill out Trade Sheet, ITB, and Due Dates)
- Takeoff of standard precon metrics
- Do coordination study per level of project documents incl. for DD budget
- Submit RFIs
- Attend weekly design meetings and help prioritize areas of focus
- Provide general conditions, general requirements, and any logistics not part of past cost*
- Provide pricing for any bonds, builder’s risk, etc. (this includes any pricing typically by client such as permitting and impact fees)*
- Provide costs broken down per phase (building type/location etc.), CSI code, and , if past cost available, per Uniformat
