Efficiently Closing the Bid on Bid Day Monty Claar, Es7mator Tim Saludo, Product Manager John Ehlinger, So>ware Developer Before We Get Started • Expecta7ons – Follow along step-‐by-‐step – Gives us feedback by filling out survey • Assump7ons – Advanced understanding of HeavyBid – Advanced version of HeavyBid Goals • Learn Heavy Bid's Bid Closing features • Understand how to apply them to your unique es7ma7ng situa7on • Learn one or two quick techniques to enhance your companies bid closing sessions What We Will Cover • Overview of the Bid Summary • Tracking Minority Goals • Understand Bid / Takeoff Quan77es – Differences – Pricing Strategies • Using Built-‐in Checklist Feature • Checking for Poten7al Errors What We Will Cover -‐ con7nued • Review the Bid Pricing Screen – Freeze bid items – Closing accounts • Dealing with Caps on bid items – – – – – Mobiliza7on Sales tax Add-‐on con7ngencies Percentages Rounding rou7ne • Decision making “Key Indicators” – How to customize Efficiently Closing the Bid on Bid Day • Overview of the Bid Summary – Totals – Markup Tables – Add-‐ons – Bonding – Spread Overrides – Indirect Spread – Package Alternates (another class) Efficiently Closing the Bid on Bid Day • Tracking Minority Goals and/or good faith effort – Define Minority Goals in Es7mate Setup – Minority Tracking, quote system • Analyzing minority in quote system – Selec7ng low minority vendors / suppliers – What-‐if Scenarios – Misc. Minority Vendor Adds Efficiently Closing the Bid on Bid Day • Bid/Take-‐off qty. differences, pricing strategies – Taking advantage of quan7ty differences – Tools – Preferences • Case 1, retain takeoff unit prices and mul7ply by bid quan77es • Case 2, retain takeoff item bid totals and divide by bid quan77es – This is an odd scenario • Case 3, have bid summaries reflect costs based on bid quan77es – Bid Pricing Screen • Reflect mark-‐up on Bid Qty. vs. Take-‐off Qty. Efficiently Closing the Bid on Bid Day • Using HCSS Checklist Features – HCSS default checklist • Master Es7mate • Standard Es7mate – Preparing Custom Checklist • Bid Closing Efficiently Closing the Bid on Bid Day • Checking for Poten7al Errors – HCSS Built in Error check Feature, “Flashlight” • Es7mate Totals • Bid Item • Ac7vity • Resource • Quote System • Audit (Comprehensive Version Only) • Odd Check (Comprehensive Version Only) Efficiently Closing the Bid on Bid Day • Bid Pricing Screen – Freezing Bid Items, suppressing frozen bid items – Bid pricing screen addi7onal pricing op7ons • Sta7s7cs • Review Bid Proposal • +/-‐ adjust • Closing accounts • Item total • Percent items • Op7ons – detail balanced bid restore, custom tabs Efficiently Closing the Bid on Bid Day • Dealing with Caps on Bid Items – Mobiliza7on – Sales tax – Add-‐on con7ngencies – Percentages – Rounding rou7nes Efficiently Closing the Bid on Bid Day • Key Indicators – Bid Summary Op7ons – Bid Pricing Op7ons – Show Bid QTY vs. Takeoff QTY differences Ques7ons? THANK YOU! For ahending todays class. Please remember to complete the class Survey.
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