Leopardo Companies, Inc. Estimating Department Bid Procedures
statements, bidder eligibility statements etc. as they apply to the project being bid. Have an exact duplicate proposal book marked “official copy” at the head table in the war room. 19. If the project requires a bid bond, insert the bid bond just inside the cover or top. 20. Interact with marketing department for creation of staff resumes, past project experience, and any other pertinent information required to be submitted along with our bid.
II. When Drawings Come In
1. Conduct a kickoff meeting with operations. 2. Assemble the bid team.
3. The lead estimator is to develop the initial bidders list by using the low subcontractor bid report, geographic location of the subcontractors to the project as well as past experience. The EA will then send out the first round of invitations to bid. In addition, the EA will notify the team estimators where the bidders list is located. The estimators are then responsible for reviewing the list and supplementing it accordingly adding recent low subcontractors from past projects that may not be in on the low subcontractor bid report, subcontractors we have new relationships with and to verify that all of the necessary trades have been identified. The EA will send out additional ITB’s as the list becomes finalized. 4. Compare the drawing index against the drawings that were issued to insure we have all of the drawings. Likewise cross reference the specification table of content to the specification sections to make sure we have all of the sections. 5. Create the ITB call list by trade. Review the low sub-list contained on the J:Drive for projects recently bid. In addition, if the project is a Government project you can obtain copies on line of the other subcontractors that have or are working on similar types of projects. Review the list with the department head and Market PX or VP. 6. The lead estimator within a day or two of receiving the bid documents is do a pre-drawing review by taking a set of drawings and with a highlighter circling those items that could be misunderstood, missed, doubled up on, appear confusing or overlooked. These drawings are then to be reviewed with the rest of the team for determining who has what scope. These items should also help to create some of our initial strategies for winning the project. The scope items are then to be included in the trade scope sheets by the respective estimators making sure their sorted out properly as well crafting RFI’s to influence the market. 7. The lead estimator is to do a scope summary of the project to insure that all items have been accounted for during the scope reviews. This bid summary should be shared with the individual estimators ahead of time and coordinated accordingly to eliminate any confusion and to insure the project is being looked at correctly by the sub trade community. This should be done ahead of the review of the documents by the estimating team. The lead estimator is
responsible for scope of work assignments among the various trades. 8. Send out the ITB right away so we make contact with the subs first.
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