Define the delivery term review
Treat one delivery obligation as the review unit. Record the source before changing the estimate so the submitted or governing basis remains available.
Use these working fields: Quote reference, Delivery point, Freight basis, Handling duty, Estimate treatment. Keep source facts separate from reviewer decisions.
Set the review basis
Freeze the estimate version and the source documents used for the check. Name the material estimator, reviewer, and release supported by the work.
Coordinate the boundary with the material quote coverage review. Use that guide for connected scope while keeping this control focused.
Check each delivery obligation
Read the quote, freight notes, delivery point, unloading terms, storage limits, and transfer language together. Map each obligation to the supplier, carrier, subcontractor, or project team, then price only the uncovered work.
Retain quote reference and delivery point as the baseline. Record any correction in a separate decision field.
| Field | What to record | Review question |
|---|---|---|
| Quote reference | Source or baseline evidence | Can another reviewer verify the quote reference? |
| Delivery point | Source or baseline evidence | Can another reviewer verify the delivery point? |
| Freight basis | Current treatment and support | Can another reviewer verify the freight basis? |
| Handling duty | Current treatment and support | Can another reviewer verify the handling duty? |
| Estimate treatment | Decision and estimate result | Can another reviewer verify the estimate treatment? |
Work through an exception
A quote that includes freight to the site may still exclude unloading. Keep the quoted delivery basis intact and add a separate estimate line only when the project must provide the unloading resource.
Complete the record with handling duty and estimate treatment. State the exact value carried into the estimate.
Distinguish errors from valid exceptions
Do not translate a commercial delivery term from memory. Record the wording used in the quote and resolve unclear responsibilities with the source. The AACE recommended practices can help the team select controls that fit the estimate class and project requirements.
Close the finding
Record the original value, checked value, variance, source, owner, and disposition. Recalculate affected detail lines and rollups before closing the finding.
Keep unresolved questions open with a fallback basis and decision date. Do not turn an assumption into a confirmed fact to finish the review.
Connect the result to the estimate
Use the construction tax freight estimate check for the related estimate control. Link records by identifier rather than copying unsupported conclusions.
The delivery term review supports the project decision. It does not replace the approval authority assigned to the estimate.
Use a repeatable review sequence
Test a typical delivery obligation, an exception, and a condition with a material effect on the estimate. Record why each sample was chosen. Trace quote reference through delivery point, freight basis, handling duty, and estimate treatment.
Stop where the evidence and estimate treatment diverge. After a correction, recheck dependent subtotals, markups, alternates, and reported totals. Close the item only when the reviewed release contains the result.
Prepare the handoff
Give the receiving reviewer the active record, source references, closed findings, open actions, and exact estimate version. The person should be able to reproduce the treatment without searching email. Confirm that every material delivery obligation has a source, named owner, current treatment, and closure status.
