SBA 568: Estimating Owner Direct BAS Work for Sales
Estimating owner-direct BAS projects comes with a unique challenge: What happens when there are no drawings, no specifications, and no clearly defined scope of work? Unlike plan-and-spec projects, owner-direct work requires you to uncover the project's requirements before you can accurately estimate the cost. Missing information, uncertain equipment conditions, and unexpected labor demands can quickly turn a promising opportunity into a project that eats away at your margins. In Episode 568 of the Smart Buildings Academy Podcast, you'll explore what it takes to estimate owner-direct BAS projects with greater confidence, account for the complexities of retrofit work, and establish clear expectations that protect both your profitability and your customer relationships. Whether you're an account manager, estimator, or BAS professional involved in project sales, understanding these challenges can help you avoid costly surprises and build stronger, long-term owner relationships. Topics Covered How owner-direct BAS estimating differs from traditional plan-and-spec projects Why site surveys play a critical role in determining project costs and risks The often-overlooked labor considerations that can impact retrofit profitability How project scope and customer expectations influence successful closeout The connection between accurate estimating, project performance, and long-term customer relationships A successful owner-direct BAS project isn't just about winning the bid. It's about delivering what you promised while protecting your margins.


