Leopardo Companies, Inc. Estimating Department Bid Procedures
F. If we have formed a Joint Venture or an LLC with a minority or woman owned business, show the advantage of the potential savings that exists by not having to pay a premium by using MBE/WBE subcontractors to meet the goal. G. List on the board three columns, one for advantages, one for disadvantages and one for risks. In the advantage column list any and all advantages we feel we have over our competitors such as; partnering with an MBE or WBE firm and the savings associated with that, the savings we have based on deals we cut, any influence we have created in the market place, self performed work savings, special discounts, site logistic issues, savings in general conditions, etc. In the disadvantage side, list any and all items that give our competitors an advantage over us such as; types of work they may self perform, award criteria percentages if these are a city of Chicago project, other generals may already be working in the building or in proximity to the job site, etc. In the risk column identify potential risks and their associated costs. Items could be; how we interpret the specifications, one of the manufacturers were using may not be listed in the specifications etc. (if this is not a government bid, those items should be qualified in our proposal).
VII.
Bid Day
1. All people involved with the bid are to assemble in the war room at 7:00 am unless otherwise stated the night before. 2. Any revisions you wish to make to your sub trade numbers after we closed them the night before are to be presented to the lead estimator who will plug them into the master bid day. 3. Don’t spend time scoping subs that are high unless you believe they may have something included that needs to come out of their number and they will then be low. We will be talking to a lot of subs at the last minute. Manage your time wisely. 4. Read each proposal carefully. Analyze exclusions and clarifications and then supplement your scopes accordingly. 5. Subs may not give you the numbers the way you were anticipating from them. This typically occurs when your competitor’s subs call you. Based on how they are pricing the job will give you an idea of their strategy. Be prepared to take various component pieces from different subs to figure out the most cost effective number. Be prepared to think and react quickly. Have a preconceived notion of how you might package subs together to make a whole. This will better prepare for bid day as well as writing/organizing your scopes. 6. As we close out our bid, keep taking and scoping subcontractors in the event there is a better number than what we are carrying. 7. Make your first round of calls to your subs early. If they don’t have their proposals done ask them when they expect to have it done. Write down the time on the scope sheet and follow up. Ask if their scope sheets are done and if they can send it you so you can at least complete that portion of the work while waiting for a number. See if they can give you a rough order of magnitude cost.
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