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The Computerized Mechanical Estimating - Level 100 course is an introductory course in estimating that provides participants with an opportunity to acquire the skills and knowledge to competently estimate costs to construct mechanical projects.

Course Details

Class Setting: Classroom

Course Prerequisites: Proficiency with working in a Windows environment

Who Should Attend: Chief Estimators, Junior Estimators, Senior Estimators, Journeymen, Construction Managers, Operational Management, Project Managers

Participants will learn to apply proven principles and methodologies of mechanical estimating in an instructor-led, hands-on approach. The topics covered focus on key tasks of proven estimating method such as; creating and applying estimate breakdowns, takeoffs of common systems and items, such as fixtures, equipment, drainage waste and vent, pressure and process piping. Participants will use Trimble Accubid Estimating and LiveCount software tools during the course.

By the end of the course, participants are expected to submit a bid along with their peers. A student’s performance will be assessed primarily through the bid they submit along with other submitted assignments.

The course is delivered in a blended method that combines face-to-face instruction with internet-based instruction. This method promises a greater learning experience with higher retention. 

Learning Objectives

Upon successful completion of the course, participants will be able to:

  • Describe the tasks that comprise the estimating process.
  • Accurately describe and review bid documents (i.e. drawings, specifications, bid form and addenda)
  • Demonstrate procedures to setting up an estimate.
  • Describe the importance of breaking down an estimate into logical and functional breakdowns.
  • Correctly perform takeoff of materials in common systems using a systematic approach that emphasizes attention to accuracy and detail.
  • Demonstrate the ability to correctly modify takeoff quantities and items.
  • Demonstrate an understanding of the process of extending material pricing and labor unit values to an accumulated bill of materials.
  • Accurately account for costs of all applicable labor (direct, indirect and incidental), general expenses, subcontractors and quoted material items.
  • Demonstrate the ability to submit a final bid which accurately accounts for all costs, overhead and profit.
  • Demonstrate a basic proficiency in the use of Trimble Accubid estimating and LiveCount software.

Training Modules

Module 1 – The Role of the EstimatorHide

Module 1 – The Role of the Estimator

  • Importance of estimating in contracting business
  • Principle activities of an estimator
Module 2 – The Estimating ProcessShow

Module 2 – The Estimating Process

  • Estimating defined
  • Estimator's responsibility
  • The estimating process
  • Estimate setup
  • Takeoff
  • Material and labor extension
  • Closing the estimate
  • Final pricing
Module 3 – Initiating ProjectsShow

Module 3 – Initiating Projects

  • Assessing risks in bidding
  • Reviewing all documents
Module 4 – Reviewing Bid DocumentsShow

Module 4 – Reviewing Bid Documents

  • Drawing review
  • Surety bonding in the construction industry
  • Contract terms and conditions
Module 5 – Project SpecificationsShow

Module 5 – Project Specifications

  • Specification review
  • Specifications format
  • Components of specification format
  • Request for information process
  • The addenda process
Module 6 - Preparing to EstimateShow

Module 6 - Preparing to Estimate

  • Defining estimate breakdowns
  • Addressing bid requirements
Module 7 – Mechanical Equipment TakeoffShow

Module 7 – Mechanical Equipment Takeoff

  • Mechanical equipment and specialty items defined
  • Minor equipment and specialties
Module 8 – Fixture TakeoffShow

Module 8 – Fixture Takeoff

  • Fixtures defined
  • Quantification process of fixture takeoff
Module 9 – Pipe Valves and Fittings TakeoffShow

Module 9 – Pipe Valves and Fittings Takeoff

  • Defining pipe, valves and fittings
  • Quantification of pipe, valves, and fittings