CFOS TOOLKIT · CHAPTER 4 · STEP 04
Estimating alignment meeting agenda
The agenda that gets estimating and accounting using the same cost codes.
WHAT IS IN IT
The template covers
ITEM 01
A one-to-one mapping worksheet, estimate line to cost code
ITEM 02
The agenda, in order, with who owns each item
ITEM 03
The exceptions list for anything that won't map
ACCESS ยท KEY REQUIRED
This one is gated
Scanning the QR code in chapter 4 opens it with nothing to type. If you typed the address yourself, enter the key printed under that code. It's the same key on every chapter, so one look at any of them opens all 6.
No key? Get CONTROL. The key's printed inside it, under the QR code at the end of 6 of the 8 chapters.
GET CONTROLTHE CHAPTER BEHIND IT
Step 04: Estimating system
The estimate maps one to one onto the job cost codes, so variance means something the day it appears.
CHAPTER 4
Estimating system
What the chapter covers and what has to be in place before it works.
STEP 04
Make the estimate and the job cost report match
The working reference: dependencies, what it supplies, and how to tell it's installed.
TOOLKIT
All 6 templates
Every template, and why two chapters have none.
THE OTHER FIVE
More templates
CHAPTER 1
Job cost code template
Two separate cost code structures, one built for a subcontractor and one built for a general contractor, because the two trades sort cost differently.
CHAPTER 2
Equipment and vehicle cost basis worksheet
Ownership, maintenance and insurance in one sheet, so every machine and truck gets charged to the job that used it.
CHAPTER 3
Overhead calculator
Enter your indirect costs at whatever frequency you pay them, and get the overhead rate your bids have to cover.
CHAPTER 6
PM standards pack
The written standards your project managers follow so billing dates hold without you following up on them.
CHAPTER 7
Cash flow, WIP and the CEO report
Three separate downloads: the 13 week forecast, the WIP schedule a bank will accept, and the CEO report skill with the spreadsheet it reads.