🧠 Module 10: Case Studies & Real-World Applications
Put your knowledge to the test with full project walk-throughs — from bid invite to submission and post-bid review.
ConstructIQ Access: All case studies for this module — including videos, added content, downloadable files, and quizzes — live in ConstructIQ.
Log in to view each scenario, watch the guided walk-throughs, and complete the graded quizzes.
🎯 Learning Objectives
- Read and interpret a complete plan/spec set and build a defensible scope sheet.
- Perform calibrated digital takeoffs (lighting, power, low-voltage) and export clean QTO.
- Assemble a compliant estimate and proposal package aligned to bid instructions.
- Analyze win/loss outcomes to improve pricing strategy, risk handling, and presentation.
📚 Case Study Lineup (in ConstructIQ)
#1 — Core & Shell Office (Mid-rise)
Focus: feeders, switchgear, shell lighting, site power. Includes addendum overlays and long-lead risk.
Deliverables: scope sheet • QTO CSV • quote log • clarifications • bid form PDF
#2 — K–12 Renovation (Occupied)
Focus: night work premiums, demo vs. new work layers, fire alarm devices, outage windows.
Deliverables: demo/new takeoff layers • contingency rationale • alternates table
#3 — Healthcare TI (Clinic)
Focus: equipment connections, grounding, low-voltage routing, inspection sequencing.
Deliverables: device/fixture audit • QA/QC checklist • proposal cover letter
Note: Each case study in ConstructIQ includes a video walk-through, downloadable plan/spec PDFs, and a graded quiz.
⚙️ Capstone Workflow (Follow These Steps)
- Set Up — Create project folders; download latest plans/specs; record addenda.
- Scope Sheet — Identify drawings/spec sections; summarize inclusions/exclusions; list alternates/allowances.
- Calibrate & Takeoff — Layers for Lighting/Power/Low-Voltage; verify calibration on 2+ dims per sheet.
- QTO Export — Export CSV with columns: Area, Item, Qty, Unit, Rev/Add, Notes.
- Quote Leveling — Log lighting/switchgear/FA quotes; compare scope gaps, lead times, terms.
- Estimate Build — DC → Contingency → Overhead → Profit (margin). Keep alternates separate.
- Proposal Package — Cover letter, clarifications, bid form, alternates, unit prices, quote log.
- Submission & Log — Email/portal as instructed; capture timestamp & confirmation.
- Post-Bid Review — Do the quiz, self-assess using the rubric, and document lessons learned.
📦 Deliverables & File Naming
- Scope Sheet (PDF):
YYYY-MM-DD_Scope__V01.pdf - QTO Export (CSV):
YYYY-MM-DD_QTO__Add##.csv - Quote Log (XLSX):
YYYY-MM-DD_Quotes_.xlsx - Clarifications (PDF):
YYYY-MM-DD_Clar_.pdf - Bid Form (PDF):
YYYY-MM-DD_BidForm_.pdf - Proposal (PDF):
YYYY-MM-DD_Proposal_.pdf - Lessons Learned (DOC/PDF):
YYYY-MM-DD_LL_.pdf
🧮 Grading Rubric (100 pts)
| Category | What We Look For | Points |
|---|---|---|
| QTO Accuracy | Counts/lengths within ±2% of key rooms/areas; calibration proven | 40 |
| Compliance | Bid form, addenda, alternates & unit prices exactly as instructed | 15 |
| Clarity | Clean scope sheet; professional clarifications; readable proposal | 15 |
| Risk Handling | Transparent contingency; long-leads noted; VE/allowances as needed | 10 |
| Pricing Structure | Correct order: DC → Cont → OH → Profit; alternates separated | 15 |
| Professionalism | Naming standards; versioning; submission log with timestamp | 5 |
| Total | 100 | |
Passing benchmark: ≥ 80 pts. Aim for 90+ for “commended” status.
🧰 Mini Tools
✅ Capstone Progress
Completion: 0%
🧮 Self-Score (Quick Rubric)
Total: 0 / 100
Aim for ≥80 before you upload to ConstructIQ.
📈 Win/Loss Analysis — What We Learn
- Winners: scope-complete, on-time, transparent risk handling, clean alternates, strong vendor coverage.
- Non-winners: scope gaps (lighting controls/FA devices), incorrect addenda handling, messy unit prices, late submission.
- Next time: earlier RFQs, better symbol audit, VE options tied to schedule risk, bolder clarifications.
🧠 Practice & Quiz (in ConstructIQ)
- Complete the takeoff and export your QTO CSV.
- Assemble the full proposal package and upload your PDFs.
- Take the case-study quiz to validate your approach and math.
- Submit your lessons learned summary.
Reminder: All case studies, videos, added content, and quizzes are hosted in ConstructIQ.