PM/E Excellence Survey - Part I (same for all levels)

Welcome to the PM/E Excellence Survey

Please read and respond to each statement or question by selecting the best response(s).

The survey includes rating scale, multiple choice, true-false, short answers, and opportunities to tell us if you'd like additional information.

Sections may be completed in any order; all questions must be answered. 

Section 1: Working with Bids

Bid documents that require a signature and company seal...

  • Can be signed by the estimator bidding the work.
  • Can be signed by the President or a director of the company in the President's absence.
  • Are not required.
  • Are acceptable if submitted unsigned.

Instructions to bidders need to...

Select all that apply.

  • Indicate specifics for site visits.
  • Indicate closing date and time.
  • Identify the owner.
  • All of the above.

In your opinion...

True or False?

  • New customers should have a background check completed prior to receiving our bid.

In your opinion...

True or False?

  • It is OK to NOT bid a job when there are too many competitors.

In your opinion...

  • Only electrical specifications need be reviewed for tenders.

Requests for Information issued during the tender period:

  • Should be sent to the electrical consultant.
  • Become part of the contract documents only when responded to by addendum.
  • Are accepted right up to the tender closing time.
  • Don't need to be submitted in writing if the question is asked during the site walkthrough.

This section has focused on working with bids. Please tell us if you'd like more information about working with bids in general, and if there are any specific areas with which you'd appreciate some additional coaching.

Section 2: Contracts, Drawings & Permits

In your opinion...

  • Contracts do not need to be reviewed at tender time.

In your opinion...

  • A contract is formed at the time the tender is submitted, even if conveyed verbally.

In your opinion...

  • Any price submitted can be withdrawn within 24 hours after the tender has closed.

Liquidated damage clauses:

  • Protect the contractor from flood insurance.
  • Must be researched thoroughly to mitigate our risk at tender time.
  • Apply only to the Prime Contractor.
  • Have a maximum value of $1,000.00.

"Pay if Paid" clauses:

  • Are always worded clearly in Section 3.12 of a contract.
  • Are an acceptable revision to any contract.
  • Can be waived if the customer gives us a down payment before we start the work.
  • Must be negotiated away prior to the tender closing.

Supplementary conditions in a tender package:

  • Modify existing contract clauses.
  • Apply only to the General Contractor.
  • Can be read without reference to any other document.
  • Are only to be reviewed when the job has been won.

In your opinion...

  • Bonding costs are the same for all projects.

In your opinion...

  • When big companies hire lawyers to draft contracts they seldom change them due to the high cost of revisions.

In your opinion...

  • Living Out Allowance - LOA costs are fixed according to the current Collective Agreement.

In your opinion...

  • Architectural, structural and mechanical drawings are unimportant to the electrical estimating process.

The scale of a drawing can be checked:

  • By confirming the measurement of the scale bar shown on the drawing.
  • By checking a dimensioned distance.
  • By customizing the scale based on a known standard dimension (door opening etc.).
  • All of the above.

In your opinion...

  • Database Material pricing is regularly updated by Head Office. The database pricing is the best price you will pay.

Budget prices for future developments:

  • Can be calculated by square foot or per unit cost allowances.
  •  Can be affected by the market conditions when the project goes out for tender.
  • Can be calculated by compiling averages for many small pieces of the whole.
  • All the above

This section has focused on contracts, drawings and permits. Please tell us if you'd like more information about any or all of these topics in general, and if there are any specific areas with which you'd appreciate some additional coaching.

Section 3: Working with Estimates

In your opinion...

  • The purpose of an estimate is to determine an accurate cost for the work.

In your opinion...

  • Pursuing a project strategically is done by senior managers and has no impact on developing an estimate.

In your opinion...

  • It is important to track historical estimating data.

In your opinion...

  • It is not important to envision how to do the work during an estimate since the field personnel always have their own vision.

In your opinion...

  • Cost Code 01 always has the highest total number of hours in an estimate.

In your opinion...

  • Addenda seldom impact our estimate.

In your opinion...

  • Estimators do not need to be knowledgeable about electrical codes since they only apply to the design or construction process.

In your opinion...

  • Square foot pricing is sufficiently effective for a last minute quotation request.

In your opinion...

  • Labour units are averages. As such, they are applicable to any type of installation scenario.

Which of the following are represented by Accubid Column One Labour units?

  • NECA Column 1 labour.
  • Labour units customized by Houle Electric based on historical data.
  • NECA Column 2 labour.
  • NECA Column 1 labour less 25%.
  • Accubid labour units shipped with factory database.

In your opinion...

  • During the pursuit of a project the cost of printing drawings and site visits are overhead and do not belong in the cost calculations of estimates.

In your opinion...

  • All estimates must be checked by another party prior to the price being submitted.

In your opinion...

  • Estimate reviews with senior managers should never exceed four hours.

An electrical installation permit will expire:

  • After 180 days from date of issue or last inspection request.
  • After 1 year from date of issue.
  • After six months.
  • After 150 days from last inspection or request for inspection.

How many days does a permit holder have to appeal a Safety Officer's written decision?

  • 7
  • 14
  • 30
  • 0 - You cannot appeal a Safety Officer's decision.

In your opinion...

  • The holder of an operating permit must maintain a written logbook.

This section has focused on estimating. Please tell us if you'd like more information about estimating in general, and if there are any specific areas with which you'd appreciate some additional coaching.

Section 4: Working with Changes

When using Accubid for a change order, what adjustment should be made to material?

  • Database Material Adjustment 1.
  • Database Material Adjustment 2.
  • Database Material Adjustment 1 with cost adders for any missing adjustments.
  • 150%

Change Order labour cost schedules are set:

  • At cost plus 20%.
  • First by rates submitted with the bid, then by rates established with the customer prior to the project, and finally in the absence of either of these by the rates found in the Q drive.
  • At 1.5 times the average project estimated labour rate.
  • At the highest level the market and conditions will bear.

To produce a JES from a costed change order in Accubid it is necessary to:

  • Revise the Material adjustment to 0 and Labour column to 2 and re-extend.
  • Divide the total material and labour by 1.5.
  • No revisions to the change numbers are necessary.
  • Revise the Material adjustment to 0 and the Labour column to the column used in the original estimate and re-extend.

Which type of change is most profitable?

  • Time and Material Work.
  • Quoted work that is approved and started in a timely fashion (after approval).
  • Quoted work that is started as soon as possible on receipt of the request.
  • Supply only material changes.

In Accubid Take Offs for Change Orders should be completed with the default Labour units set to:

  • Accubid Column 3.
  • Accubid Column four + 12%.
  • NECA Column 3.
  • Accubid Column 6.
  • The highest column the market and conditions will bear.

It is contractually safe to begin work on which types of changes:

  • Change Directives.
  • Contemplated Change Notices (Change Price Requests, Proposed Change Notices etc).
  • Architectural Site Instructions.
  • Change Orders.
  • Both A and B
  • Both A and D

In your opinion...

  • An operating permit is required when electrical maintenance is performed on a building or premises

In your opinion...

  • On a service change it is the Field Safety Representative's responsibility to ensure that the circuits they reconnect are safe.

In your opinion...

  • You must submit a completed authorization form to BC Hydro before doing a 'work with' on a service upgrade.

This section has focused on working with changes . Please tell us if you'd like more information about working with changes in general, and if there are any specific areas with which you'd appreciate some additional coaching.

Section 5: Reports and Business Processes

In your opinion...

  • The JSR project value and the JES project value should match the total contract value on the progress draw at all times during a project.

In your opinion...

  • Both the PM an the Foreman should review the Labour Status reports.

In your opinion...

  • The Field Percentage Complete may need to be updated after a JES change is submitted.

When using Accubid to produce a JES from a Costed Change Order it is necessary to:

  • Revise the Material adjustment to 0 and Labour column to 2 and re-extend.
  • Divide the total material and labour by 1.5.
  • No revisions to the change numbers are necessary.
  • Revise the Material adjustment to 0 and the Labour column to the column used in the original estimate and re-extend.

When using Accubid to produce a JES it is necessary to sort the estimate by:

  • Material and Direct Labour.
  • Sort Code 1 and Sort Code 4.
  • Sort Code 2 and Sort Code 4.
  • Sort Code 2 and Sort Code 3.

The Estimating BPI web site can be accessed:

  • From anywhere with an internet connection
  • From a secure connection to the Houle Electric Network.
  • On the Q drive.

The Estimating BPI site contains:

  • Detailed step by step instructions how to sort an estimate into cost codes.
  • Tips on how to review a contract.
  • Links to the Accubid guide.
  • Steps to review when bidding as a Prime Contractor.
  • All of the above.

In your opinion...

  • The Estimating BPI site has instructions how to pursue a background check.

This section has focused on working with reporting, using Accubid, and Estimating BPI. Please tell us if you'd like more information about these topics in general, and if there are any specific areas with which you'd appreciate some additional coaching.

Section 6: Business Development

In your opinion...

  • Market Recovery / Union funding is seldom helpful to our success, and is only intended as a means for the Unions to track market activity.

In your opinion...

  • Estimators should rely on Divisional and Regional Managers to confirm the financial strength of potential customers or end users.

In your opinion

  • Estimators should rely on Divisional and Regional Managers to develop new opportunities.

In your opinion...

  • Training as an Project Manager / Estimator can take as long to pursue as a trade qualification.

This section has focused on Business Development. Please tell us if you'd like more information about Business Development in general, and if there are any specific areas with which you'd appreciate some additional coaching.

Division Specific - Custom questions for Low Voltage / Technology division PMEs

Data Networks: Which of the following are work are components?

  • Telecommunications outlet/connector
  • Work area cable (cord)
  • Multi-user telecommunications outlet assembly (MUTOA)
  • Work area equipment
  • All of the above

Data Networks: What is the standard structured cabling fill ratio for a conduit system?

  • 100%
  • 75%
  • 40%
  • 10%

Data Networks: What is the standard width of a relay rack?

  • 22 inch
  • 19 inch
  • 44U
  • 18 inch

Data Networks: What are the two types of buffering mechanisms for optical fiber cable?

  • Tight buffered (indoors 900um)
  • Tight tube (indoors 900um)
  • Loose tube (Outdoors 250um)
  • Loose buffered (indoors 250um)