FOUR-DAY ESTIMATOR TRAINING WORKSHOPS

4-Day Estimator Training Workshop – Buffalo, NY

This four-day program will provide the estimator trainee with the complete fundamentals of estimating and the methodology that would take years to learn by observation. This course is ideal for a junior and entry level estimator. Even the seasoned estimator will gain additional knowledge and insight from the workshop. The trainee will need to be able to devote his or her undivided attention for four straight days due to the intensity of the training.

The program allows for a maximum of six trainees at a time which will provide a classroom setting that is conducive to maximum learning. The training is designed to focus on computerized estimating rather than manual estimating. The estimating project utilized for the workshop is a new vehicle maintenance facility. It has several different labor factoring applications and incorporates methods for exposed and concealed work as well.

The best results will be realized when the trainee have some electrical field experience and knowledge of electrical materials and installations. Those with no electrical experience will not be allowed to attend.

Part 1 – Estimator Training

The purpose of this part of the training will be to teach the client how to think like an estimator. Estimators will be taught methodology that is driven by a proper philosophy of the electrical estimate from the initial organization to the completion of the bid summary. The estimators will be taught concepts that will put them in control of their estimate as marked on their drawings to their final extension of all material with labor hours. Detailed instruction will be given to help the client understand all aspects of labor costs and labor risks. Estimators will learn a proper estimating sequence which is the key to consistent and complete estimating. Training methods will be a combination of demonstration, Power Point presentations, and systematic instructions. Each trainee will receive a workbook titled “The Fundamental of Electrical Estimating.” This part of the training consists of nine lessons.

Lesson 1 – Estimating Philosophy

  1. What Is Electrical Contracting?
  2. Installers Not Engineers
  3. The Role of The Estimator
  4. Focus on What Matters
  5. The Estimator’s Best Friend
  6. The NEC And Electrical Estimating

Lesson 2 – The Estimator

  1. Qualities of An Estimator
  2. Responsibilities of The Estimator
  3. What Is Not the Estimator’s Responsibilities
  4. Accepting Responsibility

Lesson 3 – Organization

  1. Communication Organization
  2. Estimate Three-Ring Binders
  3. Estimate Checklist
  4. Bid Summary Checklist
  5. Managing Multiple Projects
  6. The Estimator’s Files

Lesson 4 – The Contract Documents

Lesson 5 – Estimate Preparation

  1. Information to Bidders Review
  2. Bid Form Review
  3. Front End Specifications Review
  4. Spec Review – Divisions 26, 27, 28
  5. Installation Drawings Review

Lesson 6 – Estimating Labor

  1. Labor Units
  2. The Standard Labor Unit
  3. Labor Columns
  4. Factoring Labor
  5. Conduit Factoring Percentage Tables
  6. Feeder Pulling Labor Factoring
  7. Branch Pulling Labor Factoring
  8. Ladder and Scaffold Work
  9. Multi-Story Factor
  10. Identical Building Factor
  11. Supervision
  12. Labor Factors
  13. Overtime Impact
  14. Multiple Labor Factors
  15. Calculating Crew Size
  16. Labor Units Exclusions

Lesson 7 – Estimating Technique

  1. Accuracy in Takeoff
  2. Estimating Style – The Drawings
  3. Quantifying and Bidding
  4. Labor Hours Per Square Foot
  5. The One-Line Diagram
  6. Alternates
  7. Addendums
  8. Request for Information
  9. Estimating and Bidding Mistakes

Lesson 8 – The Estimating Sequence

This is a 28-step sequence that will allow the estimator to maintain consistency and minimize mistakes and omissions.

Lesson 9 – Having A Great Bid Day

Part 2 – Trimble ® ACCUBID Classic Software Training

The client will learn the basics and advanced workings of Trimble ® ACCUBID Classic software. My goal in training is to provide the client with an understanding of the estimating software that gives him or her full control of the estimate. The concepts with be taught by demonstration with ACCUBID software. Trainees are encouraged to asked questions. Workbooks are provided for each attendee.

Training Objectives:

  1. Increase speed entering takeoffs.
  2. Understand the power of the programs takeoff modules.
  3. Learn how to analyze estimates better through proper structuring of the estimate.
  4. A complete understanding of the database for more powerful takeoffs.
  5. Learn to master the extension screen through grouping, filtering, and extension options. A complete comprehension of the extension screen will put you in full control of your estimate.
  6. Master the audit trail by learning filtering, modifying, reassigning, substituting, and copying and pasting.
  7. Learn the power of labor factoring and setting up typicals.
  8. Provide estimators with confidence to be in full control of his estimate, both in the program and marking his drawings
  9. The ultimate objective is that the estimator will have a complete, understandable estimate for his Chief Estimator.

 

MODULE 101 – TRIMBLE ® ACCUBID BASICS

 

Lesson 1 – Job Schedule Screen

  1. Sorting Projects
  2. Filtering Projects
  3. Job Screen Styles

Lesson 2 – Starting A New Estimate

  1. Starting a New Estimate
  2. The Job Information Screen
  3. Notes Screen

Lesson 3 – Program Overview

  1. Program Structure
  2. Database Structure
  3. Database Items
  4. Takeoff Libraries

Lesson 4 – Takeoff Basics

  1. Structuring the Estimate
  2. Selecting the Takeoff Breakdown
  3. Labor Factor Breakdown
  4. The Takeoff Libraries and Options
  5. Temporary Items
  6. Temporary Assemblies
  7. Database Find

Lesson 5 – Performing Takeoffs

  1. Items
  2. Common Assemblies
  3. Designations – Fixtures & Distribution & Heating
  4. Branch Conduit and Wire
  5. Feeder Conduit and Wire

Lesson 6 – Audit Trail

  1. Filtering the Audit Trail
  2. Modifying the Audit Trail
  3. Copying and Pasting Takeoffs
  4. Reassigning Takeoff Breakdowns
  5. Substituting Items

Lesson 7 – Extension Screen

  1. Consolidated Item View
  2. Modifying Labor & Material Pricing
  3. Supplier Link Column
  4. Locking Values
  5. Re-Extending the Job
  6. Filtering the Extension
  7. Labor Columns
  8. Grouping the Extension

 

MODULE 102 – TRIMBLE ® ACCUBID ADVANCED

 

Lesson 1 – The Job Schedule

  1. Working with Multiple Job Directories
  2. Backing Up and Restoring a Job
  3. Setting the Project Status

Lesson 2 – Program Settings & Defaults

  1. Options
  2. Modifying the Default Job
  3. Database Folders
  4. Job Data Folders
  5. Modifying Make-Up Defaults

Lesson 3 – Advanced Takeoff

  1. Typicals
  2. Adding a Note to a Take-off
  3. Multiple Users and Merging (ACCUBID Pro Only)
  4. Importance of Factoring Labor
  5. Labor Adjustments
  6. Rebidding a Project
  7. Creating Unit Prices
  8. Switching Databases

Lesson 4 – Extension

  1. Analyzing Your Estimate Through Grouping
  2. Understanding Blended Labor Rates
  3. Increasing Labor by Percentages in Categories
  4. Sorting the Extension
  5. Setting Unit Price Group Defaults
  6. Adding an Item

Lesson 5 – Reports & Views

  1. Setting Up Screen Views
  2. Setting Up Extension Views
  3. Setting Up Reports

Lesson 6 – Bid Summaries

  1. Bid Summary Toolbar
  2. Creating Multiple Bid Summaries
  3. Combining Bid Summaries
  4. Modifying Bid Summaries
  5. Renaming Bid Summaries
  6. Deleting Bid Summaries
  7. Changing the Order of Bid Summaries
  8. Switching Between Bid Summaries

Lesson 7 – Closing the Job

  1. Direct Labor
  2. Incidental Labor
  3. Labor Factoring
  4. Labor Escalation (Pro Only)
  5. Indirect Labor (Pro, BidWinner Plus, BidWinner Only)
  6. Subcontractors
  7. General Expenses
  8. Equipment – Pro, BidWinner Plus Only
  9. Quoted Materials
  10. Final Pricing Screen (Pro Version)
  11. Setting up Bond Table

Part 3 – Bonus Hours

Each trainee in the training workshop will have four (4) hours of access to Don Kiper. Bonus time is for review and refresher instruction on the concepts taught during the training workshop. This access can be done by phone or Webx meeting, if necessary.

Part 4 – Training Workshop Includes:

  1. The Fundamentals of Electrical Estimating book by Don Kiper
  2. Training Course Manuals – Estimating and Trimble ® ACCUBID Lessons
  3. All training drawings, specifications, and necessary forms
  4. Sample 3-Ring Binder Estimate Book
  5. All necessary estimating tools:
    • Scale Master Pro electronic scale by Calculated Industries
    • Hand tally counter
    • Four triangular aluminum scales (12” & 24” Architectural, 12” & 24” Engineering)
    • Highlighters, five colors
    • Prismacolor ® pencils, five colors

All estimating tools become the property of the trainee at the end of the workshop.

Estimating 101 provides the following:

  1. Training location
  2. Laptop computer with Trimble ® ACCUBID Pro software
  3. Electrical Estimating with Trimble ® ACCUBID Software Training Manuals – Basic and Advanced
  4. The Fundamentals of Electrical Estimating book – by Don Kiper
  5. All drawings and specifications for workshop
  6. All estimating tools – which become property of each trainee at the end of the workshop
  7. Continental breakfast, lunch and snacks during each day.

The Client is responsible for the following:

  1. Training workshop costs
  2. All lodging
  3. All transportation
  4. Evening meals

Refer to the Workshop Training Schedule page for upcoming training workshops

To reserve your place in a future workshop, please contact me.

don@electricalestimating101.com

905-941-1611 – cell