Project Estimator

 

Description

The Project Estimator represents the estimating group on the project team, provides and coordinates the full range of estimating services for the project, coordinates with other disciplines, assists in settling change orders and develops project estimated final cost with finance.

 

Process

Current State

Description

Budget Transfers

Draft

Ability for Finance and the Controls Team to re-allocate Budget within the project.

 

Finance or Estimating Review

 

 

Estimator/Finance reviews the Budget Transfer information entered by Estimator/Finance and any attachments to determine if in conformance.  If in conformance, based on the agreement with the Project Manager the Budget Transfer will be approved or sent to the Project Manager for approval.

Change Order

 

Draft

 

The Project Estimator creates the Change Order and bundles settled CDs and adds attachment(s), as required.

Change Order No JFC or CD

Draft

The Project Estimator creates the Change Order without JFC/CD and adds attachment(s), as required.

Contract

 

Funding/WBS Assignment

 

Project Estimator will receive a notification via Email for their portion of the contract (sub contract).

Contract JFC and Contract Directive

 

Funding/WBS Assignment

Project Estimator determines the WBS Funding type and confirms type and cause of change.

 

Definitive Pending

 

Project Estimator determines the value that will be used for the Definitive Estimate that will impact Cost Reporting prior to settling the Contract Directive.

 

Submitted Proposal

 

Project Estimator reviews the proposed value and attachments of the Contract Directive entered by Responsible Individual or Vendor. If Contract Directive ready to be received, Project Estimator receives the Contract Directive. If not ready to be received, Contract Directive is reset to Reissue Directive and returns to Responsible Individual or Vendor for Reissue Directive.

Lean Change Order with Contract Directive

Draft

 

The Project Estimator creates the Change Order Lean with CD and bundles settled CDs and adds attachment(s), as required.

Lean Change Order without Contract Directive

Draft

The Project Estimator creates the Lean Change Order without CD and adds attachment(s), as required.