Construction Estimating Protocol

Written By Brandon Thomas (Administrator)

Updated at August 6th, 2024

BD to solicit potential project opportunities

 

  • Collect information at minimum to include:

BD to input all required information into Cognito Form for Project Pursuits.

 

BD to create Project Folder and include all required information.

 

Director of Preconstruction is to establish Pre-Estimating meeting time within 72 hours to discuss project opportunity with Lead Estimator for project, BD and/or Operations Manager. If project expected to exceed $500,000 dollar value, PM and/or superintendent to also be included for additional input. If Operations Manager is unavailable PM shall be requested to attend in substitution. 

  • Meeting is to be scheduled for 30 minute duration and shall not be exceeded.
  • Meeting minutes are to included Action Items required for successful bid. Director of Preconstruction/BD is responsible for ensuring items are completed and vetted. 

BD to follow up with contractor/owner once meeting has concluded to confirm intent to bid and establish proper communication method as well as confirming all current information is available to Estimator. Request Boilerplate Contract if not received. 

 

BD shall provide project priority at weekly Construction Bid Review Meetings 

 

Bid Mimimum Requirements for Russell Landscape Group

  • Estimator and team are to evaluate potential cost savings opportunities whether solicited or not. This can be a simple list to be provided to owner/contractor separate from bid.
  • Estimator/Team are to confirm all material is available and confirm lead times. If material is not available, provide alternate solution with costs and associated lead times. 
  • Estimator/Team are to confirm specified planting is appropriate for planting locations. If plants are not appropriate, provide alternate solution with costs. Specified materials will need to be priced, but appropriate notification of unsatisfactory conditions to be provided. 
  • Duration for Install are to be included on bid sheet
  • Bond rate to be provided on bid sheet
  • Exposures and constructability notes are to be included on bid sheet

Bid shall be completed 48 hours prior to submission to owner/contractor and sent to Director of Preconstruction and BD to confirm all above items are included to the best of our knowledge. 

 

Once package has been reviewed and confirmed by all parties, BD shall send PDF package, followed by a call to confirm receipt. 

 

BD to follow up on status of award after 7 calendar days if no updates have been provided.