CONSTRUCTION
INDUSTRY ASSESSMENT OF ESSENTIAL SKILLS
Your Company Name:
1. Does your business have an established process for obtain bid documents which includes any or all
or the following:
a.)
Selecting
projects to obtain bid documents by reviewing trade publications, and
bid advertisements.
b.)
Contacting architect, owner, or prime contractor; and preparing and
submitting contractor pre-qualification forms; then obtaining bid
documents?
2. Does your business have established procedures for reviewing bid documents which include any or
all of the following:
a.)
Translating instructions to
bidders into your firm's written action plan for placing bid?
b.)
Preparing
an outline summarizing general and supplementary conditions of the bid
which affect your firm's scope of work?
c.) Identifying
the appropriate specifications which affect your firm's scope of work
and illustrate them in your firm's action plan?
3. Does your business have an established process for handling bonding and insurance requirements
on projects which includes:
a.)
Reviewing project requirements for
bonding and insurance?
b.)Contacting
bonding and insurance agents?
c.)Amounts
of the largest bonds your firm has ever provided
BID:
PERFORMANCE:
4. Does your business have an
established process for performing on-site review of projects prior to
bidding which includes:
a.)
Preparing a written analysis of
the project's specifications for pre-bid meeting, and attending pre-bid
meeting?
b.)
Performing an evaluation of the project site and listing conditions such
as: utilities, space restrictions, access, and storage?
c.) Assessing the external conditions of the site by creating a checklist of
conditions such as: noise restrictions and other municipal concerns;
availability of project resources such as: dump sites, raw materials,
pits, etc.?
d.)
A review and appraisal of soil borings and geotechnical reports?
5. Does your business have established procedures for performing quantity takeoffs which
include:
a.)
Defining a takeoff format?
b.)Methods to
match notations with takeoff sheets?
c.)
Preparing
a master list of discrepancies that need clarification?
d.)
Preparing
a letter that requests an answer for items that need clarification?
e.)
Reviewing
and incorporating addenda and on-site review notes with takeoff sheets?
f.)
Completing
calculations and extending quantity takeoffs, and double checking for
accuracy?
g.)
Reconstructing
quantity takeoff and reviewing bid for Value Engineering?
6. Does your business have an
established process for obtaining quotes which includes:
a.)
A list of subcontractors and/or
vendors to obtain quotations from?
b.)Making phone
calls and/or mailing out solicitation cards?
c.)
Incorporating
special requirements for participation of DBEs? (when needed)
d.)
Making
follow-up phone calls to insure timely quotes?
e.)
A form for receiving subcontractor and vendor quotes?
7. Does your firm use any of the
following methods listed below to determine pricing:
a.)
Review your firms' historical data
or actuals from past projects?
b.)By estimating
production?
c.)
Determine
crew make-up and size; equipment needed; rates for labor, equipment, and
materials?
d.)
Establishing unit costs?
e.)
Determining the cost of overhead and supervision, and incorporate them into
bid?
f.)
By developing a list of general conditions items tied to an item bid, and
price same, then evaluate risk?
g.)
Determining profit mark-up, extending total cost, and double checking in
house costs and competitions costs?
8. Does your firm do any of the following when assembling and
submitting the final bid document:
a.)
Review and select subcontractors
and vendors?
b.)Complete bid
forms and bonding (if needed)?
c.)
Make arrangements for bid delivery?
d.)
How many bids for Public Sector work does your firm prepare by
quarter?
1st:
2nd:
3rd:
4th:
e.)
How many bids for Private Sector work does your firm prepare by
quarter?
1st:
2nd:
3rd:
4th:
9. Does your firm have an
established process to follow up on a bid that includes any of the
following:
a.)
Attending the bid opening,
identify successful bidder
b.)Evaluating your
firms' bid standing?
c.)
Return bid documents?
d.)
Outlining
your firms' options in a bid process provided that your bid is
excessively low?
e.)
How
many bids are awarded to your firm by quarter:
1st:
2nd:
3rd:
4th:
f.)
Amount
of the largest contract awarded to your business:
g.)
What percentage
of your annual revenue is derived from Public Sector versus Private
sector work?
% of Public Sector:
% of Private Sector:
10. Does your firm use a computer to perform any of the
Estimating tasks mentioned in this section?
