AV PROJECT HANDOFF

CONFIDENCE DELIVERED.^®

Estimator → Project Manager transfer of project knowledge, bid documentation, and takeoffs upon award

Bid Spec Project

1 — Handoff Summary

Estimator

Project Manager

Award Date

Handoff Date

Contract Amount

Customer PO / Contract #

D-Tools #

Local Union #

2 — Project Information

Official Job Number & Description

Job Site Location (Address, City, State, Zip)

Type Work

Type of Job

Method Type

Sq. Footage

Architect (City, State)

Engineer (City, State)

Owner

Owner Address (City, State, Zip)

Company to be Billed

Billing Address (City, State, Zip)

Job Contact

Phone

Email / Fax

3 — Bid Cycle Information

Bid Date

Start Date

Completion Date

Addenda Received

Liquidated Damages

PLA / Prevailing Wage

Tax Status

Retainage %

Bidding To (GC / CM / Direct)

Known Competitors

Vendor Quotes / Deal Registrations (Dist. / Mfr.)

Alternates (Accepted / Rejected)

Certifications / Submittal Reqs (Mfr. Certs, CTS, AVIXA)

Bid Cycle Notes (Addenda Impacts, Clarifications, Pre-Bid RFIs)

4 — AV Scope Summary

Systems Overview (Rooms / Spaces / System Types in Scope)

Key Manufacturers / Platforms

Long-Lead / Critical Procurement

Owner-Furnished Equip. (OFE / OFCI)

Subcontracted Scope (Prog., Rigging, Elec.)

Exclusions & Clarifications (As Bid)

Value Engineering / Substitutions Carried in Bid

5 — Estimate Breakdown

Material Total

Labor Hours

Labor Total

Subcontracts Total

Direct Job Expense (DJE)

Sales Tax Carried

Bond / Permits

Estimating File Location (Path / D-Tools)

Estimate Notes (Labor Assumptions, Crew, Lifts, Per Diem)

6 — Open Items for Project Manager

Item / Issue	Responsible	Needed By	Status

7 — Bid Documentation & Takeoffs

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Drop markups / takeoffs here, or click to browse

Accepts .pdf, .jpg, .jpeg, .png — PDF pages are rendered as images so they appear in the exported PDF