Create systems to organize your estimating and avoid errors.
- Estimating is a complex effort and it’s easy to miss some details
- There are many aspects to every estimate
- Contract
- General Requirements
- Project Management
- Work Scope/Tasks
- Closeout & Warranty
- We can miss things and scope gaps erode profits
- Create a system to help avoid omissions
- There are many aspects to every estimate
- Guides and templates help cover the details
- Many of you already use templates – add guides to help the process
- A guide will help the estimator check on common issues / costs
- Break your guide into parts as outlined above
- Create the estimating playbook
- A series of guides and templates to help the estimator check the details
- The guides can be a simple as a series of questions and checklists
- Create one for each group and individual ones for each scope/task section
- Examples:
- Contract: what are pay terms? Schedule? Insurance? Bonds?
- General Requirements: Trash removal? Testing? LEED? Reporting? Software?
- Project Management: Onsite Staffing? Temp Facilities? Oversight?
- Work Scope/Tasks: Create a guide for each scope with questions related to the scope – Concrete Mix Design? Winter Protection?
- Closeout / Warranty: Special closeout requirements? Warranty? Warranty bond?