• CHECKLIST

    ESTIMATION AND PROJECT MANAGEMENT CHECKLIST
  • DATE PLANS REC'D
     - -
    2 digit month, 2 digit day, 4 digit year
  • CLOSING DATE
     - -
    2 digit month, 2 digit day, 4 digit year
  • CLOSING TIME
  • QUOTATION TRANSMISSION METHOD:

  • 1. ADMINISTRATIVE REQUIREMENTS

  • SUPERVISORS AUTHORIZATION TO QUOTE 
  • DIVIDE TASKS ON CHECKLIST IF APPLICABLE
  • CHEQUE TO OBTAIN PLANS & SPECS 
  • STAMP PLANS & SPECS UPON RECEPTION
  • VERIFY DRAWINGS LIST
  • VERIFY CLOSING DATE & TIME
  • CHECK SPECIFIC CLAUSES RE BONDS: BID, PERFORMANCE, LABOUR & MATERIAL
  • CHECK SPECIFIC CLAUSES RE BONDS RE INSURANCE
  • CHECK SPECIFIC CLAUSES RE BONDS RE PENALTY CLAUSE
  • CHECK SPECIFIC CLAUSES RE BONDS TYPE OF WORK: NIGHT, WEEKEND & PHASES
  • CHECK SPECIFIC CLAUSES RE TAXES TO BE INCLUDED
  • CHECK SPECIFIC CLAUSES RE BONDS RE PERMITS
  • CHECK SPECIFIC CLAUSES RE BONDS RE SEPERATE PRICES
  • USE COMPANY SEAL
  • COMPANY RESOLUTION (AUTHORIZATION TO SIGN QUOTATION)
  • CHECK SPECIFIC CLAUSES RE BONDS RE PENALTY CLAUSE
  • OTHERS

  • 2. OPEN BLUE FILE

  • OBTAIN CREDIT CHECK
  • REQUEST FILE NUMBER (NEW PROJECT FORM)
  • FILE C/W BEIGE FOLDERS
  • GREEN SUMMARY SHEET
  • GENERAL CONDITIONS SHEET
  • COST ANALYSIS SHEET

  • 3. ESTIMATING ACTIVITIES

  • CALLING LIST COMPLETE
  • REPRODUCTION OF PLANS & SPECS
  • QUANTITY TAKE-OFFS (LABOUR & MATERIAL)
  • INVITATION TO QUOTE(C/W ALTERNATE PROPOSALS)UNION/NONUNION
  • INFORMATION PACKAGE FOR SUBS PREPARED
  • LIST OF QUESTIONS FOR ARCHITECTS/DESIGNER PREPARED
  • FOLLOW UP TO CONFIRM IF SUBS ARE QUOTING
  • ANALYZE SUBS PRICES
  • ANALYZE PRICE WITH LOW SUB
  • ANALYZE PRICE REDUCTION PROPOSALS
  • CONFIRM PRICE WITH LOW SUB
  • CONFIRM DELIVERY DATE OF MATERIALS WITH SUBS

  • 4. CLOSING OF JOB

    (WITH SUPERVISOR)
  • TARGET: CLOSE JOB 2 HOURS BEFORE TENDER DUE
  • APPOINTMENT WITH SUPERVISOR
  • CALCULATOR TAPE
  • IDENTIFICATION OF COMPETITORS
  • EVALUATION OF CLIENT / MARK-UP STRATEGY
  • PRICING ADVANTAGES & DISADVANTAGES
  • ALTERNATIVES & SUBSTITUTIONS
  • FILL COST ANALYSIS SHEET FORM
  • CONTENTS OF BID PACKAGE:  LETTER OF QUOTATION (PROOFREAD & SIGN)
  • CONTENTS OF BID PACKAGE: TENDER FORM (PROOFREAD & SIGN, USE COMPANY SEAL)
  • CONTENTS OF BID PACKAGE: COMPANY RESOLUTION (AUTHORIZATION TO SIGN QUOTATION)
  • CONTENTS OF BID PACKAGE:  ANNEXES (LIST OF ADDENDA )
  • CONTENTS OF BID PACKAGE: BID BOND
  • CONTENTS OF BID PACKAGE: LETTERS OF INTENT: PERFORMANCE, LABOUR & MAT’LS BONDS
  • CONTENTS OF BID PACKAGE: CONTRACTOR’S LICENSE
  • CONTENTS OF BID PACKAGE: PROOF OF INSURANCE
  • CONTENTS OF BID PACKAGE: OTHER
  • MAKE A COPY OF ALL TENDER DOCUMENTS FOR BLUE FILE
  • IF QUOTING BY FAX, CONFIRM RECEPTION BY PHONE
  • CONTENTS OF BID PACKAGE: COMPANY RESOLUTION (AUTHORIZATION TO SIGN QUOTATION)

  • 5. FOLLOW UP OF QUOTATIONS

  • PUBLIC TENDERS : BID OPENING ATTENDANCE
  • PUBLIC TENDERS: BID RESULTS FORM FILLED IN
  • PRIVATE TENDERS : COMMUNICATION WITH ARCHITECT, DESIGNER OR CLIENT
  •  BID RESULTS FORM FILLED IN
  • REASON FOR NOT GETTING THE JOB
  • GIVE COPY OF BID RESULTS FORM & THIS PAGE  TO YOUR SUPERVISOR
  • Should be Empty:
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