Confirm the documents and bid scope
Record drawing numbers, revisions, specifications and addenda. Agree the included trades, quantities-only or priced output, exclusions, review contact and delivery date in the proposal.
Estimating responsibilities and review
How your estimating scope is assigned and checked
F&K Estimatings provides remote construction estimating and quantity takeoff support. Your written proposal defines the accepted work, communication arrangements and delivery commitments. Ask who will prepare and review your package when agreeing the scope.
Responsibilities to confirm before measurement begins
Measure and retain the source references
Use PlanSwift and Bluebeam Revu for document-based measurement. Keep counts, lengths, areas and volumes in their own units, and retain drawing or schedule references alongside the quantities.
Separate quantities from assumptions
Identify waste, laps, stock rounding, labor inputs and pricing assumptions separately. A source quantity should not be multiplied again just because an assembly has several faces or layers.
Review the agreed deliverable
Check the workbook against the drawing issue, schedules and trade boundaries. Record unresolved items as clarifications, exclusions or agreed allowances so the contractor can review them before submitting a bid.
Review the estimating methodology and scope and fee requirements with your project documents. Estimates do not replace engineering, stamped calculations, code certification, permitting or site verification.
Inspect the published work before requesting a similar breakdown
The source-based commercial case studies show a footing volume check, an MEP responsibility question and a finish-code allowance check. Each keeps the recorded drawing and workbook reference with the quantity.
These approved source workbook excerpts retain their original quantities, units and references. The notes explain how to read a recorded item; they are not complete project totals, client case studies or proof of a bid outcome.
Explore all approved source excerpts and available drawing previews.
Identify who prepared, checked and released your estimate
Before work starts, agree the named preparer, review contact and person authorized to release the package. The delivery record should identify the drawing issue, included scope, pricing basis where applicable and any unresolved questions. Ask for relevant trade experience when agreeing who will handle your project.
A useful review note records which quantity, unit, allowance, rate or interface was checked and what remains open. The worked revision record shows why a changed quantity needs its own document basis and review status.
Agree the handover and revision scope
Identify your required workbook structure, drawing markups, pricing basis and document issue. Confirm how addenda and later revisions will be handled, which questions remain open and who will review the estimate for your bid.