Construction · Estimating/Bidding/Takeoffs
Estimating SOPs
A written procedure manual that sets out how a construction company prepares, reviews, and submits its cost estimates and bids.
What it usually contains
- Step-by-step workflow from bid invitation to submission
- Takeoff methods and measurement conventions by trade
- Markup, overhead, and contingency rules
- Review and approval sign-off levels by bid size
- Bid documentation, filing, and handoff requirements
What the assistant uses it for
Answering questions about how estimates should be built and checked at this company — who approves what, which markups apply, and what steps a bid must pass before it goes out. Useful for training new estimators and settling disputes about estimating practice.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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