Estimation Audit Observation Sheet

• Estimation Audit Observation Sheet

• Client / Site

• Conducted on

  Date

• Prepared by

Tender receipt

• Has tender documentation been received from a client?

  Yes

  No

  N/A

Tender registration

• Has the Tender/s been registered in the Tender Register?

  Yes

  No

  N/A

• Are the system generated tender numbers in sequential branch / section order?

  Yes

  No

  N/A

• Have the tender documents been reviewed?

  Yes

  No

  N/A

• Are documents controlled as per the drawings, sketches and specifications procedure?

  Yes

  No

  N/A

• Will Stowe Australia carry out the tender?

  Yes

  No

  N/A

• Has the customer been notified and the tender filed as directed by management if not tendering?

  Yes

  No

  N/A

Assessment / Authorization

• Has authorization been given prior to commencement of any tender?

  Yes

  No

  N/A

Tender format

• Have the tenders been filed in a tender file, clearly marked with the tenders name and number?

  Yes

  No

  N/A

• Have the tender files been formatted in a method approved by management?

  Yes

  No

  N/A

Subcontractors / Suppliers

• Has pricing for subcontract and supply items been requested from companies specifically nominated within the tender documents?

  Yes

  No

  N/A

• Has pricing for subcontract and supply items been requested from companies who are approved for use by management?

  Yes

  No

  N/A

Price allocation

• Has the take-offs labor, material and the subcontractor / supplier pricing been entered onto a tender summary form (to calculate tender price) or equivalent form?

  Yes

  No

  N/A

• Has the price allocation been authorized by the branch manager or as per the limits of authority procedure?

  Yes

  No

  N/A

Tender review / proposal

• Has the tender proposal been prepared which includes the tender letter and / or forms which detail - condition of offer and price?

  Yes

  No

  N/A

• Has the tender proposal been authorized by the branch manager or as per the limits of authority procedure?

  Yes

  No

  N/A

• Has the estimator submitted the tender proposal in accordance with the requirements of the customer?

  Yes

  No

  N/A

Filing / record storage

• Have the tenders been filed in numerical order complete with all the tender documents in a manner approved by management?

  Yes

  No

  N/A

• Have large quantities of drawings been filed in an approved manner as directed by management, eg. drawing racking system?

  Yes

  No

  N/A

Tender alterations / amendments

• Does the customer require alterations / amendments to the offer?

  Yes

  No

  N/A

Tender acceptance

• Has Stowe Australia Pty Ltd been successful in the tender offer?

  Yes

  No

  N/A

• Does the tender register indicate whether the tender is pending, lost (unsuccessful) or won (successful)?

  Yes

  No

  N/A

Tender items

• What happens if the customer has accepted the quotation as a VERBAL ACCEPTANCE?

• How is documentation assosciated with any changes been identified?

• How is a quotation indicated that it is schedule of rates / unit prices?

Summary

• Documents reviewed -

• Corrective actions required -

• Audit summary -

• Audit completed by -

  Roxanne Ingersoll

  Michael Godwin

• Add signature

  Sign