Capture items that can still change cost
Include pending clarifications, incomplete design, expiring quotes, unbought alternates, allowance balances, schedule assumptions, and scope interfaces. Identify the estimate revision and cost area affected.
Do not bury these items in meeting minutes that the project team must search later. Use the estimate handoff checklist as the related control and keep the record with the estimate revision under review.
Give each item a decision path
For each item, record the current estimate treatment, possible cost or scope effect, next evidence needed, owner, and decision date. Use a range only when the source supports it. Otherwise describe the uncertainty without manufacturing precision.
AACE recommended practices offer general estimating references. The project documents, contractor procedures, and approved estimate remain the controlling basis for the decision.
| Review field | Required record |
|---|---|
| Item | Specific unresolved decision |
| Current basis | Estimate treatment and revision |
| Next action | Evidence, owner, and date |
| Handoff | Accepted owner and closure record |
Transfer ownership in the handoff meeting
Review every open item with the receiving project lead. Confirm whether estimating keeps the action or transfers it. Record the acceptance and provide links to the supporting estimate, quote, or document.
Keep closed items in history so later changes retain context. Use the construction estimate deliverable register as the related control and keep the record with the estimate revision under review.
