Leopardo Companies, Inc. Estimating Department Bid Procedures
to the fact that our partners firm maybe receiving more favorable pricing from the subcontractors they normally work with. Check the proposal amounts before posting them. 20. Be aware that our competitors may be fishing to see what numbers we have or what our target costs are. They commonly use the sub trades to find out this information by having them call us to see where they need to be price wise. In addition, they may even call another LCI estimator who isn’t handling that specific trade to try and have them give the information. If a sub calls you and it’s your trade always refer them back to the estimator that is. Never give a subcontractor feedback on where their number is or tell them where they need to be. If you’re getting pressured, let the people at the head table know. In addition, as much as we trying to avoid this from happening to us, use this as a strategy against our competition. VIII. Proposal Price 1. All numbers put on the proposal are to be double checked by two different people in the war room before their called into the runners for final insertion into our bid documents. This consists of checking all subtotals and totals making sure they add up correctly. The numbers should be checked by 2 of the following people depending on who is participating in the bid effort; lead estimator, VP of estimating, market VP, market PX. 2. The actual bid forms should be typed into an excel spread sheet replicating the exact bid form. Formulas should be double checked by hand calculator prior to bid day and verified by two independent people. 3. All final numbers that we arrive at are always to be hand written and to be read over the phone to our bid runners.
IX.
Bid Close Out
1. The lead estimator is to collect the file folders by trade from each estimator. The EA is to Type into bid day any hand written items of scope and plug numbers. Make sure all proposals and phone quotes are attached behind each trade scope sheet. 2. Scan files into the J:Drive, and down load into Modelogix. 3. The lead estimator and EA is to keep track of who our competitors used and post it to the J:Drive. 4. If we are successful in winning the project, send out an ITB alerting the subs that we won the project. 5. If we were not successful in winning the project, send out an ITB to the subs informing them. 6. Send out prequalification forms to our competitor’s subs that contacted us. In addition, send out prequalification forms to those subs we identified through spy calls that didn’t quote us. The EA is to add the new subcontractors to our ITB data base for future use. 7. Update our low subcontractor database with those subcontractors that were low on bid day.
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