Course Code: CENG-08

Goal: Understand post-estimate processes and documentation to support a smooth transition from estimating to execution, procurement, and project management.

Session Overview

Duration: 1 Hour
Format: Instructor-led (Microsoft Teams or in-person)
Level: Intermediate to Advanced
Resources Provided:

• Material Summary.
• Turnover Sheet.
• RFI Page.
• Part Ref Sheet.
• Final Estimate Review Checklist.
• Sample SOV Template
  

Learning Objectives

By the end of this session, participants will be able to:

• Export material and labor data for procurement and scheduling.
• Review and finalize estimate documents for accuracy and completeness.
• Prepare a comprehensive turnover sheet for internal handoff.
• Track RFIs and manage responses within the estimate.
• Generate part reference sheets to support operations and field teams.
• Create and manage a Schedule of Values aligned to billing structures
  

Session Agenda

8.1 Exporting Material to Material Request

• Accessing the Material Summary to review part-level details.
• Exporting material quantities by system, vendor, or category.
• Preparing data for procurement using standard file formats (CSV, Excel).
• Coordinating with purchasing teams to ensure alignment with vendor pricing
  

8.2 Exporting Labor to Schedule

• Viewing total labor hours by classification and system.

• Exporting labor data for scheduling, project planning, or subcontracting.

• Aligning labor exports with operations milestones and manpower loading
  

8.3 Estimate Document Review

• Performing a structured review of estimate data
  

• System naming.

• Quantities.

• Pricing accuracy.

• Scope alignment
  

• Ensuring all required documentation is attached, labeled, and up to date.

• Using an internal checklist for consistency across estimates
  

8.4 Turnover Sheet

• Purpose of the Turnover Sheet in preparing for project execution.

• Capturing key project details: system breakdown, SOW summary, special notes.

• Reviewing client assumptions, exclusions, and required deliverables.

• Exporting or generating a turnover document to share with project and operations teams
  

8.5 RFI Page & Response Tracking

• Navigating the RFI Page within CUBE.

• Logging RFIs during the estimate review process.

• Recording client responses, internal clarifications, and cost/scope impacts.

• Maintaining a full log for audit trail and handoff transparency.
  

8.6 Part Reference Sheets

• Using the Part Ref Sheet to compile part-level documentation.

• Listing part numbers, descriptions, vendors, and system associations.

• Organizing reference sheets for field teams and engineering
  

8.7 Working with Schedule of Values (SOV)

• What is an SOV and how it supports billing and project tracking.

• Structuring cost breakdowns by system, phase, or milestone.

• Exporting or generating an SOV document linked to estimate totals.

• Sharing with project controls or finance for billing setup.

Hands-On Exercises

Participants will:

• Export a Material Summary and prepare a basic Material Request.
• Export labor details for scheduling purposes.
• Review and finalize an estimate using a checklist.
• Generate a Turnover Sheet based on a completed estimate.
• Create and log a sample RFI.
• Build a Part Reference Sheet for one system.
• Create a draft Schedule of Values using the provided template
  

Post-Session Action Items

To reinforce session learning, participants are encouraged to:

• Perform final reviews on active estimates using the checklist.
• Coordinate with project managers to validate turnover content.
• Maintain a live RFI log throughout the estimating process.
• Standardize part reference sheets for frequently used systems.
• Create a master SOV template for commonly repeated job types

Note: When scheduling, make sure to include this session code: CENG-08.

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