| Person or organisation to contact | Question to resolve | Document to obtain |
|---|---|---|
| Estimating manager and a second experienced reviewer | What constitutes correct scope and a serious error? | Approved reference output and severity rules |
| Owner or preconstruction sponsor | Which work should gain capacity? | Pilot charter and decision authority |
| Purchasing lead and equipment distributor | Which price, availability and product fields are authoritative? | Dated sample quotation and data permissions |
| Finance or controller | What costs can actually be avoided? | Loaded cost and cost-inclusion policy |
| Current estimating/CRM vendor | Is the needed capability already licensed? | Module inventory, export/API terms and sandbox access |
| IT adviser or responsible developer | Where do documents go and how are credentials protected? | Data-flow map and access plan |
| Design professional/AHJ when a technical question arises | Which selection and installation rules govern the project? | Project-specific written determination |
| Contract adviser where necessary | Are upload rights, acceptance and custom-work rights adequate? | Reviewed clauses and change-control process |
Do not contact every party for a trivial offline conversion. Involve each when the proposed task crosses their responsibility.
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