Define what the owner provides

List the exact equipment or material, approved manufacturer, quantity, delivery point, delivery date, and purchasing responsibility. Read schedules, specifications, and owner agreements together because the obligation may be split across several documents. Distinguish owner-furnished contractor-installed items from owner-furnished owner-installed items.

The site support required for each is different. Use the scope inclusion register as a related estimate control.

Price the contractor interface

Review unloading, inspection, inventory, storage, hoisting, blocking, rough-ins, connections, startup, testing, protection, and damage responsibility. Use the estimate scope inclusion register to assign each interface to a trade or cost code.

The AGC resources provide broad industry references. The contract documents and written owner clarifications remain the controlling source for project responsibility.

How to Review Owner-Furnished Items in an Estimate review record
Review fieldRequired record
ItemOwner-furnished equipment
DeliveryDate, point, receiving party
InterfaceInstall and support work
RiskDamage, delay, warranty

Check schedule and warranty exposure

Confirm when approved information and equipment must arrive. Late delivery may affect temporary work or remobilization. State who reports concealed damage and who coordinates manufacturer representatives.

Avoid promising warranty coverage the contract does not assign. Carry unresolved interfaces into the estimate proposal scope reconciliation so the proposal language matches the cost treatment.

Frequently asked questions

What should be recorded first for how to review owner-furnished items in an estimate?

Owner-furnished equipment should be recorded with the controlling project source and responsible estimator.

Who should resolve an open item?

Assign it to a named estimator or authorized reviewer and include the decision deadline.

What evidence should remain with the estimate?

Keep the source document, estimate treatment, revision, reviewer, and final disposition together.

Scope ReviewConstruction EstimatingCost Support