F&K ESTIMATINGS — INDUSTRIAL ESTIMATING SCOPE CHECKLIST
Use this checklist to describe the bid package for a written project quote.

PROJECT AND PACKAGE
Project location / ZIP:
Plant or process area:
Contractor / contact:
Bid deadline:
Requested systems, trades and work-package boundaries:
Output: quantities only / priced contractor estimate / preliminary budget / revision review
Required breakdown: trade / system / area / line or equipment tag / client cost codes

DOCUMENT REGISTER
Document title / sheet or line list:
Issue / revision / date:
Included P&IDs and process documents:
Dimensioned layouts / general arrangements / isometrics:
Equipment, electrical and cable schedules:
Specifications, addenda and owner bid form:
Missing information and proposed clarifications:

QUANTITY AND PRICING BASIS
Pipe size, material class and schedule:
Fittings, valves, supports, insulation and documented joints:
Equipment tags and vendor inclusions:
Concrete, reinforcement, formwork, steel, feeders, controls and connections requested:
Measured quantities and original units:
Separate waste / purchasing allowances and rounding basis:
For priced estimates: material, labor and equipment rate sources, date and location:
Contractor-provided crew / productivity / shift assumptions:
Vendor quotations, validity dates, exclusions and scope gaps:
Indirects, taxes, bonds, overhead, profit and contingency requested:

EXISTING PLANT AND RESPONSIBILITIES
Tie-in points / demolition boundaries / existing-condition information:
Shutdown windows / permitted shifts / access restrictions:
Vendor supply versus field installation responsibilities:
Testing, commissioning, temporary work and specialist quotations requested:
Items by others / exclusions / unresolved allowances:

DELIVERY AND REVISION REVIEW
Required editable workbook and drawing markup format:
Previous and replacement document issues, if requesting a revision:
Affected line or equipment tags and quantity / rate changes:
Named preparer / review contact / authorized release contact:
Included revision coverage and delivery date to confirm in the proposal:

P&IDs alone do not establish all measurable installed route lengths.
Engineering approval, hazardous-area classification, lift planning, shutdown management
and field verification remain with the responsible designer, contractor or plant team.
This checklist contains no project quantities, rates, fee or delivery commitment.

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