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    Small Job Takeoff Procedure

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    CorbyFriel
    The document outlines the procedures for putting together a small service job proposal for a client. It includes gathering information on the scope of work such as location, schedule, and conditions. It also involves researching the client to understand their budget, decision authority, and any site familiarity. Details of the technician performing the work like their skills, apprentices needed, and billing requirements are collected. The proposal process also accounts for materials pricing, documentation with photos, and administrative overhead.

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    Small Job Takeoff Procedure

    Uploaded by

    CorbyFriel
    38 views2 pages
    The document outlines the procedures for putting together a small service job proposal for a client. It includes gathering information on the scope of work such as location, schedule, and conditions. It also involves researching the client to understand their budget, decision authority, and any site familiarity. Details of the technician performing the work like their skills, apprentices needed, and billing requirements are collected. The proposal process also accounts for materials pricing, documentation with photos, and administrative overhead.

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    Small Job Takeoff Procedure

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    The document outlines the procedures for putting together a small service job proposal for a client. It includes gathering information on the scope of work such as location, schedule, and conditions. It also involves researching the client to understand their budget, decision authority, and any site familiarity. Details of the technician performing the work like their skills, apprentices needed, and billing requirements are collected. The proposal process also accounts for materials pricing, documentation with photos, and administrative overhead.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    38 views2 pages

    Small Job Takeoff Procedure

    Uploaded by

    CorbyFriel
    The document outlines the procedures for putting together a small service job proposal for a client. It includes gathering information on the scope of work such as location, schedule, and conditions. It also involves researching the client to understand their budget, decision authority, and any site familiarity. Details of the technician performing the work like their skills, apprentices needed, and billing requirements are collected. The proposal process also accounts for materials pricing, documentation with photos, and administrative overhead.

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    © All Rights Reserved
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    Service Department

    Small Job Takeoffs

    Here are the Procedures that need to be followed when putting together a proposal for a client on a small service job.

    1. Scope: What am I doing? __________________________________________


    a. What: _______________________________________________________
    b. Where: ______________________________________________________
    c. When: _______________________________________________________
    d. How: ________________________________________________________
    e. Why: ________________________________________________________
    f. Conditions: ___________________________________________________
    g. When will work be performed: Day, Shift or Evening __________________
    h. Duration: _____________________________________________________
    i. Weather: _____________________________________________________
    j. Occupied or Not: _______________________________________________
    k. Aerial or Ground: _______________________________________________
    l. Above Ceiling: Grid or Hardlid? ____________________________________
    m. Trenching/Dirtwork: ____________________________________________
    n. Expansion Fittings: ______________________________________________
    o. Transition:___ _________________________________________________
    p. Hazardous Location: _____________________________________________
    q. Conduit Fill / Length: _____________________________________________
    r. When to Bore vs. Trench: __________________________________________

    2. Who is my Client?
    a. Do I have history / Relationship? ______________________________________
    b. Do I know the site & or shortcuts? _____________________________________
    c. Budget – How much is anticipated? ____________________________________
    d. Do they have a CAP – spending CAP? ___________________________________
    e. Do they have authority to decide? _____________________________________

    3. Technician

    146 Yuma St., Denver, CO 80223 weifieldcontracting.com


    303.428.2011 phone
    303.202.0466 fax
    a. Who is doing the work? ______________________________________________
    Me or another Tech?
    b. Apprentice? ________________________________________________________
    c. Skill set of installer? __________________________________________________
    Anticipate an average Electrician
    Burden toward the slower less prime electrician (not sand bagging, it’s just business)
    d. Client Audit – Our time must reflect what is billed
    e. Is the tech an onsite technician (ex. Halliburton)? ____________________________
    Client monitors hours worked and audits so we must remain onsite for the hours were are billing for on
    T & M.

    4. Paperwork and Materials


    a. Make a manifest – list and price on supply house – plus 35% and tax

    5. Photos
    a. Take LOTS of photos and provide a wide perception. THE BIG VIEW.

    6. PM / Administration
    a. Account for PM / Administration support
    b. Account for Estimate time in bid as well.

    146 Yuma St., Denver, CO 80223 weifieldcontracting.com


    303.428.2011 phone
    303.202.0466 fax

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