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Paulsen Construction Coaching

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    • 1. Estimating Lump Sum Bidding
    • 2. Estimating Design / Build Projects
    • 3. Estimating Negotiated Projects
    • 4. Lump Sum Project Management
    • 5. Negotiated Project Management
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Estimating Lump Sum Bidding

Course Description This course will guide you through the entire Lump Sum Estimating Process. From initially receiving the bid documents to Bid Day and finishing with the Buy-Out Process and Turnover to Project Management. General Introduction Point Of View Strategies Subcontractors Investigate Detail Analysis Quantity Survey / Take Offs Audit Trails Construction Schedules Personal Involvement […]
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01 General Introduction
  • General Introduction
  • Goals
  • Your Goals for This Course
  • Why Are You in the Construction Industry
  • Every Project Is Different
  • General Introduction Quiz
02 Point of View
  • Let’s play the Game
  • What’s so special about Playing Games
  • The Construction Industry Game
  • Company Values
  • The Estimating Game
  • Point of View Quiz
03 Strategy
  • Who Are You As a Person
  • Strategies
  • Knowing Your Competitors
  • Other Strategies
  • What is Your Strategy
  • Strategy Quiz
04 Subcontractors
  • Subcontractor Selection
  • Subcontractor Relationships
  • Subcontractor Invitations
  • Subcontractor Selection
  • Subcontractor Quiz
05 Investigate Project
  • Investigate the Project
  • Preliminary Scope Sheets
  • Preliminary Budget
  • Who is Responsible
  • Sub Bid Posting Logs
  • Subcontractor Discussions
  • Final Thoughts
  • Investigate Project Quiz
06 Detailing The Estimate
  • Where Do We Begin
  • Visit the Jobsite
  • Study the Bid Documents
  • Soil Reports
  • Thoughts on Quantity Surveys
  • Prepare to Focus on the Quantity Survey
  • Detailing The Estimate Quiz
07 Quantity Surveys
  • Audit Trail
  • Organize Your Estimating Files
  • Self-Performed Quantity Surveys
  • Trade Quantity Surveys
  • Final Thoughts
  • Quantity Surveys Quiz
08 Construction Schedule
  • Construction Schedule
  • Why Are Construction Schedules Important
  • How Schedules Effect Costs
  • Milestones
  • Long Lead Items
  • Procurement Schedule
  • Site Logistics
  • Pricing
  • Construction Schedule Quiz
09 Personal Involvement
  • Personal Involvement
  • Know the Game You Are Playing
  • Why Are You In the Construction Industry
  • Personal Involvement Quiz
10 Pricing
  • Pricing Your Work
  • Entering QS into Pricing
  • Fill in Holes and Gaps
  • Final Thoughts on Pricing
  • Pricing Quiz
11 Synthesizing The Bid Part 1
  • Synthesize the Estimate
  • Review Everything
  • Identify Risks
  • Equipment
  • Synthesizing The Bid Quiz
12 Synthesizing The Bid Part 2
  • Review the Estimate with Management
  • Risks and Fees
  • Cash Flow Reports
  • Subcontractors
  • One Week to Go
  • Synthesizing The Bid Part 2 Quiz
13 Scoping Subcontractors
  • Scoping Out Your Subcontractors
  • Interview Key Subcontractors
  • Laps and Gaps
  • Closing Sub Amounts
  • Handling Alternates
  • Bonding Subcontractors
  • Find the Hidden Subs
  • Hidden Sub Strategy
  • Final Thoughts on Scoping Subcontractors
  • Scoping Subcontractors Quiz
14 Final Details
  • Final Pricing
  • Final Discussions With Management
  • Final Preparations
  • Ready
  • Final Details Quiz
15 Bid Day Closing
  • Bid Day Closing
  • Bid Day Sheets
  • Manage Your Emotions
  • Update Your Pricing
  • Close All Holes
  • Final Steps
  • Bid Day Closing Quiz
16 Post Bid Work
  • Post Bid Work
  • Bid Is Done
  • Post Bid Work Quiz
17 The Buying Process
  • The Buying Process
  • Review Pricing
  • P.M. Duties
  • Pre-Buyout Activities
  • Negotiate With Subs
  • Final Deal Making
  • Final Thoughts
  • The Buying Process Quiz

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