SMA Consulting’s Purchasing & Estimating Certification Program
This intensive training solution consists of 3-4 online prerequisite training sessions on estimating fundamentals totally 8 hours of instruction. These classes will be offered twice (Semester 1 & 2) for your live attending convenience. Plus, we will be recording each session for future viewing.
These will be followed by an online session on the fundamentals of the Closed Loop Purchase Order system totaling another 2 hours of instruction. This will also be offered live twice per the schedule below and recorded for additional convenience.
The schedule for these online sessions for this first round of what will become regular P&E training.
Online Classes & Testing
Semester 1:
Introduction & Requirements (Pre-Recorded)
Available November 1
Practice Quiz
Required Reading Assignment 1
Estimating 101 – Foundations & Framing (Online Class 2)
November 16, 2023, from 1:00pm – 2:30pm
Required Reading Quiz 1
Required Reading Assignment 2
Estimating 102 – Roofing, Mechanicals, Sheetrock (Online Class 3)
November 30, 2023, from 1:00pm – 2:30pm
Takeoff Quiz 1
Estimating 103 – Siding, Masonry & Finishes (Online Class 4)
December 7, 2023, from 1:00pm – 2:30pm
Required Reading Assignment 3
Estimating 201 – Stick Framed Roofs in PlanSwift (Optional Online Class, Not Required)
December 14, 2023, from 1:00pm – 2:30pm
Required Reading Assignment 4
Takeoff Quiz 2
The Closed Loop PO System (Online Class 5)
January 11 2024, from 1:00pm – 2:30pm
Required Reading Quiz 2
Estimating 202 – Misc Extras & Excel Formulas
January 18 2024, from 1:00pm – 2:30pm
Semester 1 students can retake any class from above in Semester 2 per schedule below.
Semester 2:
Required Reading
What EveryBODY is Saying by: Joe Navarro
Foreword: I See What You’re Thinking
One: Mastering the Secrets of Nonverbal Communication
Two: Living our Limbic Legacy
Three: Getting a Leg Up on Body Language: Nonverbals of the Feet and Legs
Four: Torso Tips: Nonverbals of the Torso, Hips, Chest, and Shoulders
Five: Knowledge Within Reach: Nonverbals of the Arms
Six: Getting a Grip: Nonverbals of the Hands and Fingers
Live Class to Complete Course for both Semesters, Orlando, FL
2 Day In-Person Conference: May 14-15, 2024 - Orlando, FL
4 Pillars of Purchasing
Preconstruction/Sale to Start Schedule
EPO Review Process
EPO Review Exercise
Scopes of Work & Trade Partner Agreements
In Person Takeoff
Negotiation
In-Person Review Quiz
Finally, the exam will be available for timed online completion between the dates of May 21-May 31, 2024.
Final Exam:
A passing grade of 80% and above results in certification by SMA as a Certified Residential Homebuilder Purchasing and Estimating professional. Grades below 70% will be welcomed back into the next class.
Online Exam – timed for 2 hours
Tuition Investment: The $2,490 tuition for the first team member from each participating company ($1,490 for second and beyond from same company – registering at the same time) pays for all classes, including online and live in Orlando, the exam fees and breakfast during each of the two days of training in Orlando. Travel to Orlando and sleeping room accommodations are NOT included. Invoicing will be sent upon registration to the email suggested during the registration process.
