LCI Preconstruction & Estimating Training Manual

Hard Bid Process

1. Operations to complete a Go-No-Go evaluation for the project pursuit. (Tab 01)

2. Estimating assistant and/or coordinator opens up a job number, puts the documents on LCI’s

invitation to bid software (Building Connected) and creates the master filing system.

3. Complete mandatory kick off meeting with operations to discuss approach to the job, strategies,

subs, timing, prebid meetings, etc. (Tab 02)

4. Team lead is to fill out the cost to estimate the job work sheet, populate the responsibility

matrix (the responsibility matrix details the events and timing required for a successful bid),

confer with the VP of P/E for team resources, create team org chart, set up the BDR, review the

LCI bid requirements for subs to ensure their the most up to date. (Tab 03)

5. Set up the ITB, select the subs and advertise in the industry publications as needed. (Tab 04) .

Cross reference the subcontractors that are LCI prequalified and follow the prequalification

process (Tab 32).

6. Set up a kick off meeting with the estimating team. Use the prescribed agenda for topic matters

(all of the meetings typically held in the responsibility matrix have a suggested agenda for use

with team meetings). (Tab 05)

7. Review the bid procedures and strategies documents to ensure LCI is strategically pursuing all

possible avenues to be competitive in the marketplace and review the spy list documents and

update as appropriate. (Tab 06)

8. Populate the BDR and review the final numbers with the VP of Preconstruction/Estimating and

the BU point person. (Tab 07)

9. Write the clarifications and exclusions utilizing either the short form or long form templates.

(Tab 08)

10. Issue letter to subcontractors notifying them of the bid status and disposition of project. (Tab

31)

11. Upon project award, conduct the TQM approved hand off meeting with operations using the

prescribed agenda and procedures. (Tab 09)

12. Once the project is nearly bought out, hold an 80% bought meeting with the operations team

(Tab 10), file the results on the J:Drive for future decision making on other projects.

Made with FlippingBook flipbook maker