ESTIMATING & SALES OUTLINE

WEEK 1

Day One / Week One Estimator Tasks

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• First Day Arrival & Meet with Manager

• New Hire Packet and HR paperwork Completion

• Desk / Space Set Up

• Computer & Phone Set Up

• Office Tour

• Get Office Front Door Key

• Meet & Greet, Managers

• Meet & Greet, Co-Workers

• IT & Cyber Security Training

• Threat Awareness Training

• Hercules Onboarding Website & SharePoint Review

• High-Level Overview of Project Management SOPs

• High-Level Overview of Estimating & Sales SOPs

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​WEEK 2

Hercules Capabilities / Corporate Overview

• Review SOP: Hercules Capabilities / Corporate Overview Documents and/or Videos

• Shadow PM - 4hrs

• Meet crew in field with PM - 4hrs

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Project Lifecycle

• Review SOP: Project Lifecycle Documents and/or Videos

• Shadow Estimator - 4hrs

• Shadow PM - 4hrs

• Meet crew in field with PM - 4hrs

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Introduction to Estimating

• Review SOP Documents and/or Videos

• Sit with Corey/Mark in conference room

• Shadow/assist with digestible bid

• Send them ITBs to download - QTY 10

• Sit in / shadow weekly meetings between Mark & employee (Corey present)

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Chain Link Fence Basics

• Review SOP Documents and/or Videos

• Walk the shop/yard with Brad, Jeff, Ed and focus on learning the parts and pieces

• Review and keep CLF sample to get familiar with all parts and pieces

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Ornamental Fence Basics

• Review SOP Documents and/or Videos

• Walk the shop/yard with Brad, Jeff, Ed

• Review and keep ORNA sample to get familiar with parts and pieces

• Visit Ironworld MFG

• Ameristar Training

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Bluebeam

• Review SOP Documents and/or Videos

• Watch 2hr Bluebeam Training video

• Practice session

• Shadow 3 Bluebeam take-offs

• Assist 3 Bluebeam take-offs

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Smartsheet Logging, Tracking & Updating

• Review SOP Documents and/or Videos

• Watch expert and manager - logging, updating

• Display ability to locate Job List, Job tracking, PO, Rental Log, PM Meeting Notes

• Meet the expert and manager - follow-ups

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​​​​WEEK 3

​Understanding Plans and Details

• Review SOP: Understanding Plans and Details Documents and/or Videos

• Manager and estimator meeting to review a digestible take-off already done

• Shadow estimator and watch extraction.

• Assist estimator with doing a take-off for them

• Go back to the 3 ITBs and extract applicable please, specs, details.

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Understanding Specifications

• Review SOP: Understanding Specifications Documents and/or Videos

• Manager and estimator meeting to review a digestible take off already done

• Shadow estimator and watch review of specifications

• Assist estimator with specification review and question compilation

• Go back to the 3 ITBs and extract applicable please specs, details

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FenceCloud

• Review SOP: FenceCloud Documents and/or Videos

• Shadow Manager while they use FenceCloud

• Shadow PM as they do Fence Cloud Estimate

• Complete Fence Cloud estimate for 3 jobs and review with Manager

 

Supplier / Vendor Rolodex & Communication

• Review SOP: Supplier / Vendor Rolodex & Communication Documents and/or Videos

• Supplier / Vendor Rolodex & Communication

• Use Rolodex to request dummy quotes for Core Drilling, Pump Truck, and private utility locate

 

ITB's, RFI's, Amendments, Addendums

• Review SOP: ITB's, RFI's, Amendments, Addendums, Documents and/or Videos

• Sit with the estimator to review the initial set of plans, then amendment/addendum changes, and use Bluebeam to cross-reference docs

• Received and downloaded initial plans and amendments, and perform take-offs and cross-referenced with amendment drawings/specifications

• Go back to 1 ITB and generate RFI's

 

Pre-Bid Check List

• Review SOP: Pre-Bid Check List Documents and/or Videos Review Pre-Bid Checklist and Compile Questions

• Review Checklist & Questions with Manager and/or Estimator

• Revisit 1 ITB's and Complete Bid Checklist for All ITB's

 

Labor Costs & Production Rate Sheet

• Review SOP: Labor Costs & Production Rate Sheet Documents and/or Videos

• Sit down with Director of Operations and Project Manager to Review

• Site down with Manager and Estimator to Review.

• Go back to 3 ITBs and develop your own Daily Rate and Production Rates

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WEEK 4

Bid Spreadsheet

• Review SOP: Bid Spreadsheet Documents and/or Videos

• Site with Manager and review the Bid Spreadsheet

• Shadow PM while they compile the Bid Spreadsheet

• Go back to 3 ITB's and create a Bid Spreadsheet

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Permanent & Temporary Fence Proposal Template

• Review SOP: Permanent & Temporary Fence Proposal Documents and/or Videos

• Sit with Estimator and Review Proposal Structure

• Assist Estimator by Typing Information Into Proposal Template

• Go back to 10 ITBs and Generate Proposals

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Qualifications and Exclusions

• Review SOP: Qualifications and Exclusions on Proposal & Generate Questions

• Sit with Manager to Review Qualifications, Exclusions, and Questions

• Go back to 10 ITBs and determine what Qualifications and Exclusions are Applicable

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OCIP / CCIP / Insurance Coverage

• Review SOP: OCIP / CCIP / Insurance Coverage Documents and/or Videos

• OCIP / CCIP / Insurance Coverage

• Sit with, or Virtually Meet with Compliance Admin & Office Admin to Review ALL things Insurance.

• Sit with Manager to Discuss Responsibilities & Expectations Regarding Insurance During Bid Phase vs. Management Phase

• Go back to 10 ITBs and Determine Insurance Requirements

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Wage Scale & Certified Payroll

• Review SOP: Wage Scale & Certified Payroll Documents and/or Videos

• Sit with, or Virtually Meet with Compliance Admin and Director of Operations to Discuss Wage Scale & Certified Payroll

• Sit with Manager and Estimator to Review an Existing Job with Wage Scale Requirements

• Review Davis Bacon and Maryland Stadium Authority Wage Scale Classifications and Determine which are Applicable to the 10x ITB's

 

​Compiling Dead Costs, Documents, and Manager Review

• Review SOP: Compiling Dead Costs, Documents, and Manager Review Documents and/or Videos

• Shadow Estimator compiling documents for review

• Work with Estimator and Compile Documents for review For Them

• Go back to 10 ITB's and Compile Documents for Review

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Bid Bond, P&P Bond, Bond Rate Calculator

• Review SOP: Bid Bond, P&P Bond, Bond Rate Calculator Documents and/or Videos

• Sit with Manager and Admin to Review and Discuss

• Get with Manager to Conduct Bond Rate Calculator for a Project & Discuss Standard Proposed Bond Rates

• Discuss When to look for Bid Bonds

 

Defining Scope with no Plans or Specs

• Review SOP: Defining Scope with no Plans or Specs Documents and/or Videos

• Ride from job to job with Light Commercial Specialist

• Assist with the Compilation of Pricing one Job for Each.

• Shadow Estimator/PM in Field Handling Maintenance Contracts & Assist with Backend work

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WEEK 5

Inner Company Quoting

• Review SOP: Inner Company Quoting Documents and/or Videos

• Visit HCI

• Shadow Estimator to Loop You in on Comms with HCI for a Price

• Shadow Estimator to Loop You in on Comms with HHS

 

Contract Review & Contract Information Summary Sheet

• Review SOP: Contract Review & Contract Information Summary Sheet Documents and/or Videos

• Shadow

• Assist/run

• Do for estimator

 

Project Handoff to Production / Project Management

• Review SOP: Project Handoff to Production / Project Management Documents and/or Videos

• Shadow estimating during hand off

• Conduct hand off with Director of Operations with estimator supporting

• Fully conduct hand off with director of operations

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Job Folder Generation

• Review SOP: Job Folder Generation Documents and/or Videos

• Shadow Project Manager Generating a Folder

• Assist with Compilation of Documents

• Put Together One Folder for Temp and One Folder for Perm for PM

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T & M Tickets

• Review SOP: T & M Tickets, Documents and/or Videos

• Sit with Director of Ops and Review T&M Tickets

• Sit with Manager and Estimator to Review T&M Tickets

• Compile One T&M Tickets for One PM

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Schedule of Values

• Review SOP: Schedule of Values Documents and/or Videos

• Sit with Manager & Accounts Receivable Manager to Review Billing Procedures and Schedule of Values (SOV)

• Revisit 10 ITB's and Complete SOV for Each.

• Shadow Estimator Submitting an AIA Billing Internally.

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Purchase Orders

• Review SOP: Purchase Orders Documents and/or Videos

• Get with Manager and Review Hercules Smartsheet Purchase Order Log

• Shadow PM Processing Purchase Order

• Compile One Purchase Order for a Project Manager

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Estimating Form

• Review SOP: Estimating Form Documents and/or Videos

• Review Estimating Form with Project Manager

• Create Estimating Form with Estimator, for Project Manager, for Project Hand Off

• Revisit 10ITBs and Create Estimating Form for Each

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Job Handoffs

• Review SOP: Job Handoffs Documents and/or Videos

• Shadow x3 Estimator / PM Handoffs in Conference Room

• Assist PM x1 with Running Point on Handoffs

• Revisit 10 ITB's and Put Together 2 Handoffs for Manager

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