Project Questionnaire

Please review and provide answers to the following questions in order for us to provide you accurate information that meets your specific company formats for use in finalizing your estimate.

1. Company and Contact Information

Company Name

Mailing Address

Estimating Contact Name

Estimating Contact Phone

Estimating Contact Email

Billing Contact Email (if different from above)

2. What is your bid deadline to a client/customer?

3. When do you need takeoff / budget information back from IES?

4. Do you have an existing estimate template you need information displayed or provide in? If so, upload here:

5. What takeoff software, if any, do you use?
(If Planswift we can send a takeoff file once completed. We also offer training on this software if you are interested)

6. Do you want an estimate including all divisions of construction (1-16) or just subcontractor level divisions? Please check all that apply below.
General CondSiteConcreteMasonryMetalsCarpentryThermalDoors & WindowsFinishesSpecialtiesEquipmentFurnishingsSpecial SystemsConveying SystemsHVACPlumbingFire ProtectionElectrical

7. Do you want IES to solicit subcontractor bids on your company’s behalf or simply budget off historical cost? (If so, please provide sub list and contact information. We will not disclose this information and will provide an NDA if requested)
YesNo

8. Company specific questions. Please answer depending on level of detail you want in cost estimate.

a. Do you self-perform any trades? If so, please list.

• For each self-performed trade, do you have an example of takeoff detail required?

• For each self-performed trade, what units do you budget in? (Ex: SF or CY of concrete paving)

b. Do you pay employees traveling/per diem costs?
YesNo

c. Do you have a generic labor rate for budget sake or position specific labor rates? -- Laborer, Foreman, Superintendent, or Other rate?

Notes / Comments / Special Requests

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