Before you count
- The set is complete. Compare the sheet index to the sheets you have.
- You have the full Project Manual, not only your section.
- You have every addendum. Check the plan room on the day you start.
- You know the bid date, the bid time and the question deadline.
- You read the bid form, the alternates and the unit prices.
- You read your spec section and the related sections it names.
While you count
- The scale on each sheet is checked against a known dimension.
- Each sheet is marked done when you finish it.
- Each item is marked on the plan as you count it.
- Plan counts are compared to schedule counts.
- Typical rooms and typical floors are multiplied.
- Other disciplines' sheets are checked for your items.
- Items marked existing, by others, NIC or owner furnished are noted and not counted.
- Each question is written down with its sheet number.
After you count
- Each spec requirement has a takeoff line, or a note that says why not.
- Each addendum is applied and listed.
- Alternates are taken off as their own lists.
- Accessories required by the spec are on the list.
- Exclusions are written from your notes.
- A second person has reviewed the takeoff.
- Takeoff totals match the totals in the estimate.
How to use the checklist
Print it or keep it in the job folder. Initial each line. A checklist does not replace judgment. It stops you from skipping a step on the day three bids are due.
Make it your own
Add a line each time a job teaches you something. If a missed sleeve cost you money, add sleeves to the list. In a few years the checklist holds your company's lessons.
Bidding and estimating · Updated 11 Nov 2026