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Assess and Estimate      

By an experienced professional

 

 

 

Common Questions and Answers

 

What's in an estimate?  Are free estimates available?

What is a Pro Project Assessment?   Can I see an example?

What can I do to prepare for the assessment?

 

 

 

 

Summary:

 

What's in an estimate?   The ideal estimate includes time on site to discern the details and desires surrounding your situation, an offsite review and compiling of results into a statement of work and matured estimate, conceptual sketches  as applicable, and timely follow up communicating the results. 

 

The ideal estimating process an also take a considerable amount of time and sometimes customers are just looking for a more basic idea of direction and costs for a project they are considering.   We have a Basic Assessment (free estimate) to suit this need and a Pro Assessment for those looking for more.

 

Both Our Basic, Free Assessment and our Pro Assessment, will answer these three questions well.  

  • Is it the right direction?    We establish an accurate direction up front - with communication, knowledge, and experience.  

  • Are we doing everything right?    We ensure enduring results via best practices and a focus on solutions and root causes.

  • Will it look great when it's finished?    We use people and processes that target and support outstanding outcomes. 

  1. Our Basic Assessment helps you gain a sense of direction and cost.  Via a 30 minute consult with you (via email and call), we attain a general sense of direction and present a ballpark estimate.

  2. Our Pro Assessment is more focused and detailed, as it includes more time on site for diagnosis and direction development, follow-on efforts after the visit to review and compile the results into a statement of work and more mature estimate, conceptual sketches  as applicable, and timely follow up communicating the results.   We dedicate efforts to achieve more here; helping you to move your project forward with even more confidence.


 

Small/Simple Project Basic Assessment: for project often taking 4-16 hours to complete.

Some simple projects can be estimated in a few minutes in our office with just a description and a couple of photos.  Check below to see if your project fits.

  • With a few exceptions, they are often completed in a matter of hours

  • Do not require on-site problem solving

  • Have clear boundaries, direction, or remedies, without option review

  • Are understood easily with a brief description, sometimes a Bing Maps Arial view, and one or two photos

    • As the number of task items/details/photos/descriptions increase, so does the likelihood that an on-site assessment is required.

If this sounds like your project, great.   Please organize your information per below, and send it to us by replying to our email.  

Organizing with photos: Provide descriptions for or under each photo and include pertinent information including sizing.   There is also a Table below that can help with organizing.  

A basic assessment helps us attain the general project direction and reconciling it against your budget or advisement via a ballpark range estimate.

 

Some small projects are candidates for a Pro Assessment as well. Read more about that below.


 

Medium to Large ProjectMedium: +2 days to 8 days  |  Large: +8 days.  Weeks to Months

Medium-to-Large projects require a significant effort to develop a statement of work and cost estimate.  These are projects that involve many task items, details, options, configurations, layouts, special disciplines, materials/methods, design, resources, documentation, permitting.

  1. See our Basic Assessment above- to help you towards a basic direction and free ballpark range estimate. 

-OR-

  1. A Pro Assessment is also available.  This is a more comprehensive approach that includes more time on site for diagnosis and direction development, follow-on efforts after the visit to review and compile the results into a statement of work and a more mature estimate, conceptual sketches  as applicable, and timely follow-up communicating the results.   We dedicate efforts to achieve more here; helping you to move your project forward with even more confidence.  Read more about that below.

 

 

Other related topics:

Ballpark Range:  This requires a lot of guessing on our part since what may be clear in your mind is not so in ours.   Accordingly, sometimes the range we may give is useful - other times less so, but with unknowns there will always be an insurance factor in our ballpark number. 

Scope and Uncertainty:  The more specific and fixed the scope - the more specific and fixed the cost.  The greater the uncertainty and unknowns, the greater the uncertainty in cost.  A narrowing down of the project's scope potential is often required to create more specific estimates.

Refinement of Scope:  The aim of this process is to ensure elective and discovery-based scope changes are resolved prior to project start (or at the beginning of smaller projects).

 

 

 

 

Pro Project Assessments:


 

Scheduled and dedicated time, unguarded feedback and ideas, root cause determination and path development, and a complied statement of work and estimate, with prompt follow-up and communication.

 
 

 

 

Pro Assessment: 

Dedicated efforts on and off site to assess your need & desires, to share our knowledge, experience, & ideas about solutions and cost, and to help you achieve your outcome and budget goals.

Includes follow-on efforts after the visit to review and compile the results into a statement of work and estimate.   Example

 

3-5% of project budget, $375 minimum.

 

 

Scheduling: occurs after funds clear.  1-2 days if by check-draft, *3-5 days if by debit/credit card*

Fee Credit:  Yes - Credited to project cost.

 

A Pro Project Assessment is a focused effort including increased time on site to discern the details and desires surrounding your situation, an offsite review and compiling of results into a statement of work and more mature estimate, conceptual sketches  as applicable, and timely follow up communicating the results.  This assessment will answer these three questions very clearly.

  1. Is it the right direction?    We establish an accurate direction up front - with communication, knowledge, and experience.  

  2. Are we doing everything right?    We ensure enduring results via best practices and a focus on solutions and root causes.

  3. Will it look great when it's finished?    We use people and processes that target and support outstanding outcomes. 

The assessment:   

  • First we listen and learn from you and your environment to get the big picture

  • Then we reflect on our industry experience and results and share our knowledge and ideas about your situation. 

  • Our customers value our visits because, while we can't fully solve or design the project during this visit, we do figure some things out, we make interesting suggestions, and overall we help you develop a confident direction. 

  • Your consultant then sits down with this and creates a basic scope of work; an estimate with more clarity and relevance is the result.   

  • This process normally requires three to eight hours (on and off site).

To prepare for our visit:  

  • Please bear in mind that the broadness of the estimate range is effected by the broadness of the potential scope. 

  • The more project uncertainty there is overall (options, number of projects, what-ifs, root-cause discovery), the greater the uncertainty in the estimate.  

  • Please narrow projects to include only those of the most immediate priority, desire, and likelihood as we limit the on site visits to 1 1/2 hours.

  • If we are doing a remodel, renovation, or addition, knowing/having just a couple of examples of general style can be of help.  

  • With time constraints at this phase, we do make some assumptions about details and options that is based on our knowledge and experience with similar projects as well as our conversation with you.  Greater refinement requires even greater effort, so occurs once under contract.

  • Some basic organization always helps.

  • Finally - please be sure all decision makers are present for this visit or have contributed input prior, otherwise this can lead to a direction that is inaccurate or even entirely off the mark leading to additional iterations of basic scopes and estimates, and an additional fee.

 

 

The Table below may help you organize your thoughts, and it's how we organize ours.

 

 

Project Organization Table

Item

Scope

  Testing
Scope here
  Setup/Materials
Scope here
  Demolition/Discover/Prep
Scope here
  Concrete
Scope here
  Structural/Framing
Scope here
  Electrical Rough and Finish
Scope here
  Plumbing Rough and Finish
Scope here
  HVAC
Scope here
  Wallpaper Removal
Scope here
  Insulation
Scope here
  Drywall: Install and Finish
Scope here
  Carpentry, Interior
Scope here
  Windows/Doors/Screens
Scope here
  Wall Coverings
Scope here
  Radiant Floors
Scope here
  Tile
Scope here
  Flooring
Scope here
  Shower Enclosures
Scope here
  Cabinetry
Scope here
  Counter Tops
Scope here
  Appliance Installation
Scope here
  Painting
Scope here
  Concrete Floor Coatings:
Scope here
  Decking
Scope here
  Carpentry, Exterior
Scope here
  Garage Doors
Scope here
  Screen in Porch
Scope here
  Roofing
Scope here
  Gutter:
Scope here
  Closet Shelving
Scope here
  Miscellaneous
Scope here
  Punch-out
s1 Clean/Protect/Close-out
s2 Debris Handling
s3 Project Management
s4 Permitting and Process
s5 Planning / Design/ Development:
back/forth collaboration to refine a full scope:  space layout, disciplines, materials, resources, options discussions, pricing, selection consultation, specification, documentation

 

 

 

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Hayes Homeworks Inc.

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