Which files should be handed over?
Use a handoff index that points to the approved estimate and its supporting records. Keep superseded estimates separate from the live basis.
| Group | Record | Status |
|---|---|---|
| Basis | Current drawings and assumptions | Approved or open |
| Quantity | Takeoff and measurement notes | Reviewed |
| Supplier | Quotes and qualifications | Current |
| Risk | Open items and actions | Owner assigned |
| Response | Clarifications and departures | Accepted or open |
What should the delivery team question?
Question provisional quantities, unclosed interfaces, expiring quotes, allowances and qualifications before using the estimate as a project baseline.
- Current source set
- Scope boundary
- Supplier validity
- Open design inputs
- Approved commercial position
What does a handoff not guarantee?
It does not guarantee final cost or design. It gives the project team a traceable basis to validate as the work develops.
Common questions
What else should the bid team know?
What should a estimate handoff include?
It should include estimate, takeoff, source index, supplier returns, assumptions, exclusions, risks and approvals.
Who reviews a estimate handoff?
The estimating lead hands over the records and the project team accepts, updates or re-prices the basis.
Does this page create project quantities?
No. Use the issued drawings, schedules and specifications. The estimator reviews and approves the project basis.
Primary sources
- MasterFormat 2026Construction Specifications Institute
- NFPA 70, National Electrical CodeNational Fire Protection Association
- ANSI/TIA-942 Telecommunications Infrastructure Standard for Data CentersTelecommunications Industry Association
- Tier Standard: TopologyUptime Institute