Estimator I, II, III

Job Description

Department: Estimating
Reports to: Lead Estimator

Tapani Inc believes all employees should maintain a positive working relationship with those they work with inside and outside of the company. This approach helps maintain employee morale, productivity, efficiency, and effectiveness. We expect all employees to uphold our core values and vision and to continually focus on employee engagement, self-improvement, business innovation, and relationship development.

Job Purpose and Summary

Estimator I

  • In the Estimator I position, the Estimator is expected to be able to bid a project to the 80% level with the expectation that a Lead Estimator will perform a thorough review of the bid with them to finish the bid and submit the final number.
  • Generally, an Estimator I will only bid on less diverse/complex projects.

Estimator II

  • In the Estimator II position, the Estimator is expected to be able to bid a project to the 90% level and only a brief review by the Lead Estimator will be necessary.
  • Understand the general thought process of how the project will be built, and can put together a rough schedule at bid time.
  • An Estimator II is capable of bidding any variety of project they are assigned.

Estimator III

  • In the Estimator III position, the Estimator is expected to be able to bid a project 100% complete from start to finish and only a brief review by the Lead Estimator will be necessary.
  • Understands the phasing staging of the project, how it will be built, and can build a schedule for the project at bid time.
  • An Estimator III is capable of bidding a project of any level of complexity or size and has the ability to take the lead on multi-faceted projects.

The Estimator is responsible for the overall quality of the bids submitted by Tapani Inc. The Estimator is also responsible for creating a cost efficient plan to build the project, procuring pre bid quotes, and submitting professional competitive bids to clients on time.

Responsibility

Estimator I

  • Understand all specs, measure & pay, special requirements, plans and addendum on the project
  • Ensure project sufficiently solicited for all scopes associated with project
  • Verify all takeoffs are completed accurately for the project
  • Maintain clear line of communication with the Assistant Estimator
  • Review past data/cost history to assist the bid
  • Capable of bidding cost in all items for the project.
  • Understand project tax requirements & bid accordingly
  • Begin to identify plan errors, quantity discrepancies, ambiguous information, etc.
  • Keep detailed project notes on critical bid calculations/figures
  • Communicate with subs and suppliers to secure a thorough understanding of the quotes provided
  • Ask questions about project documents to the Owner/Engineer
  • Perform a thorough bid handoff meeting
  • Provide cost efficient budgets for future work
  • Communicate project concerns and collaborate with Supervisor or Project Team
  • For private projects, review contract (especially scope and price)
  • Assist project team through duration of project with any additional pricing as needed
  • Assist Estimating Admin with bid package assembly and ensures the bid runner is prepared and has clear direction
  • Always seek ways to learn and grow personally and professionally
  • Ability to close out and turn in a bid on time
  • Understand project conditions (prebids, site visits, geotech reports, etc.)
  • Identify potential risks and opportunities on the job bidding and discuss them with the Department Lead & Lead Estimator

Estimator II

  • All the duties of an Estimator I plus:
  • Ensure a thorough understanding of the project as a whole
  • Understand and ensure special requirements are fulfilled per bid documents (DBE, apprentice, TERO, etc.)
  • Look for competitive bid advantages and explore Value Engineering Ideas on projects bidding.
  • Find innovative solutions to mitigate difficult/risk aspects of the project
  • Understand bid overruns, under runs, cash flow, and bid balancing
  • Communicate all project constructability concerns with the project owner and/or engineer prior to bid
  • Assist other Estimators with bids
  • Understand the market and trends
  • Understand the current needs and manpower
  • Learn to juggle multiple bids concurrently

Estimator III

  • All the duties of an Estimator I and II plus:
  • The ability to follow through on the full circle cost history
  • Has the ability to lead others
  • Understands the critical aspects of the project and has the ability to influence the Project Team
  • Stay current on new laws, regulations that affect Tapani Inc
  • Work to refine estimating process

Requirements – Knowledge, Certifications, Experience

Estimator I

  • Generally 0-3 Years of Experience at Tapani
  • High School Education or equivalent
  • 3000 hrs of estimating experience and industry experience
  • A combination of experience, education, and/or training which substantially demonstrates some knowledge of the following:
    • The principles and practices of project estimating, including planning, cost, scheduling, organizing, and coordinating
    • An understanding of the work being performed on the assigned projects
    • Applicable federal, state, and local laws related to the assigned projects
    • Bid tactics and strategies
    • Understanding of Tapani’s overall operations

Estimator II

  • Generally 3-5 Years of Experience at Tapani
  • 4000 to 7500 hrs of estimating experience and industry experience
  • A combination of experience, education, and/or training which substantially demonstrates working knowledge of the following:
    • The principles and practices of project estimating, including planning, cost, scheduling, organizing, and coordinating
    • An understanding of the work being performed on the assigned projects
    • Applicable federal, state, and local laws related to the assigned projects
    • Bid and contract tactics and strategies
    • Understanding of Tapani’s overall operations

Estimator III

  • Generally 6-10 Years of Experience at Tapani
  • Minimum 7500 hrs of estimating experience and industry experience
  • A combination of experience, education, and/or training which substantially demonstrates a thorough knowledge of the following:
    • The principles and practices of project estimating, including planning, cost, scheduling, organizing, and coordinating
    • An understanding of the work being performed on the assigned projects
    • Applicable federal, state, and local laws related to the assigned projects
    • Bid and contract tactics and strategies
    • Understanding of Tapani’s overall operations

Qualifications – Skills and Abilities

Estimator I

  • Type 45 words per minute
  • Ability to stay calm in complex situations. Each project we bid is unique and we are always working on a deadline.
  • Identify bid risks
  • Utilize personal computers and software such as Microsoft Excel and Word, and estimating software such as HeavyBid, Planswift, Bluebeam and Agtek
  • Perform all duties of an Assistant Estimator I, II, III
  • Receive, analyze, and input subcontractor and supplier quotes
  • Research, collect, analyze, and evaluate complex data to make sound judgments, logical decisions, and recommendations
  • Communicate effectively in writing in order to prepare clear and concise reports and correspondence
  • Accept and manage change
  • Provide excellent customer service and establish and maintain effective working relationships
  • Manage multiple concurrent bids that are typically less complex and smaller in nature
  • Maintain excellent interpersonal and communication skills with others both inside and outside the organization.
  • Respond in a positive manner to supervision
  • Have a curiosity to continuously learn
  • Ability to manage time to meet deadlines efficiently, willingness to do what it takes to meet the deadline
  • Understanding of soil characteristics and reading soil reports and bore logs
  • General understanding of vertical construction, concrete characteristics, production rates of different aspects of concrete work
  • Knowledgeable in concrete forming systems and where the different systems have their advantages and disadvantages
  • Developed math skills

Estimator II

  • All skills and qualifications of the Estimator I and additionally the skill and ability to:
  • Identify bid risks and develop a plan to mitigate the risk
  • Independently estimate
  • Train others in Assistant Estimator and Estimator duties
  • Supervise and manage the workload of an Assistant Estimators
  • Evaluate the performance of an Assistant Estimator with the Lead Estimator
  • Identify Assistant Estimator training needs, evaluate the readiness of the Assistant Estimator, and recommend related training
  • Interpret and apply policies, procedures, and guidelines
  • Can put together a rough schedule at bid time.
  • Ability to utilize past bidding experience and mine information

Estimator III

  • All skills and qualifications of the Estimator II
  • Assemble, lead, and motivate teams
  • Able to see the big and small picture
  • Able to teach many of the skills – both hard and soft – that are required for successful planning, execution, delivery and support of projects
  • Identify ways to improve estimating process and implement change to take the Company to the next level. Stay 5 years ahead of the competition
  • Influence change on the project – to turn around any troubled project the company is performing
  • Manage multiple concurrent large and highly complex bids that often have competing timelines and deadlines
  • Provide direction, monitor, train, coach, and assign work to lower level staff
  • Independently create schedules on large and highly complex projects
  • Contribute in interviewing and selecting estimators and assistant estimators. Input on personnel structure/seating
  • Coordinate and work collectively with other estimators and project teams to meet overall company needs
  • Develop accurate bids on large, highly complex projects
  • Oversee all regulatory and project specific requirements including but not limited to: DBE, Apprentice, Traffic Control, Safety, Erosion Control
  • Foster and maintain long term relationships with clients, consultants, subcontractors, and suppliers
  • Be a role model, especially for integrity and leadership
  • Valued across the organization – viewed by peers, management, and other members of a project as continually adding value

Working Environment

Estimator I, II, III

  • Mainly office work and site visits
  • Extensive computer work
  • Frequent standing, sitting, talking, hearing and repetitive motions of hands/wrists
  • When the bid schedule is heavy, it is expected of the Estimator to work long hours and put in the extra effort. Working hours are typically 45 hours per week and range between the hours of 7am to 5pm, with potential for evenings and weekends, depending on the workload. During peak estimating times when the bid schedule is heavy, 50 to 60 hours per week is not uncommon. Saturdays are worked occasionally as required.
  • Often “on-call” 24 hrs per day
  • Works indoors in an office
  • Sometimes exposed to sounds and elevated noise levels, such as from earth-moving equipment
  • Are exposed to hot or cold temperatures, depending on the weather
  • Work somewhat close to other people, such as when sharing office space
  • Regularly visit job sites in a car or truck.  They often use the vehicle as a traveling office (bid running, prebids, etc.)
  • High level of social contact. Estimators work with owners, subcontractors, suppliers, architects, and engineers
  • Are sometimes placed in conflict situations in which workers or clients may be unpleasant, angry, or rude
  • Are exposed to stress resulting from the need to meet strict deadlines and make continual decisions which affect the company reputation, the project performance, and the workers on the jobsite.
  • May need to lift 20-40 pounds occasionally if bringing tools or materials to the jobsite

 

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