BAS Scoping and Estimating

Course Description

This course will teach building automation estimators and sales professionals how to create building automation scopes and estimates. The course will also teach estimating and scoping strategy to help building automation professionals win projects.

Length (hours)

9

Audience

This course is targeted towards salespersons, estimators, designers, consulting engineers, and project managers who have at least 6 months of experience with BAS systems or have been through our BAS Fundamentals course.

Pre-Requisite Knowledge

Fundamental awareness of the parts and pieces of BAS. 

Objectives

• Review and perform takeoff's utilizing project documents
• Utilize hand's on exercises to create project scopes and estimates
• Identify project risks and demonstrate the ability to implement pricing strategies to provide a competitive estimate

Key Topics

• Understand what BAS components are and when to use each one
• Familiarize yourself with electrical concepts to effectively price subcontracted labor
• Discuss the construction process and understand the different phases of a construction documentation
• Perform takeoff's and scope evaluations using real-world project documents and scoping checklists
• Learn the key areas to review in specifications and how to determine any potential specification issues
• Discover when (and when not) to utilize the RFI and RFC processes as a sales strategy
• Utilize our Scope Matrix template to perform scope takeoffs and to improve scope clarity
• Implement our third, third, third process to quickly estimate project costs 
• Learn how to utilize margin and markup as sales tools to beat your competition
• Utilize our checklists and cheat sheets to perform a full-scale scoping and estimating project using real project documents
• Discover how to utilize technology to reduce your project costs and simplify your estimates