Bid Sheet

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Chris Simms

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Location
Cohutta GA
What type of sheet should I use to send to a company after I have estamated? Would a typed letter stating the price and the inclusions/exclusions work?

This end of the business is pretty new to me.
Thanks
Chris
 
Sending a letter, or proposal form, may be fine for small job quotes, the way we do it, is anything over $300 we send the customer a complete contract, with scope of work, schedule times and dates if required, terms of payment, and all the clauses, and conditions, a complete written contract.

This enables the customer to review the contract, and make a decision based on everything in writing.

"Contracting is all about contracts"
 
The way I used to do it was to type up a proposal letter which hit the high points of the contract, then I included an itemized materials/labor list and then the contract. For some reason we used the odd dollar amount of $399.91for this process...
 
kkwong said:
The way I used to do it was to type up a proposal letter which hit the high points of the contract, then I included an itemized materials/labor list and then the contract. For some reason we used the odd dollar amount of $399.91for this process...

Why would you include an itemized material, labor list?, I thought the OP was asking about a fixed price quote, not an Invoice.
 
I would stay clear of providing an itemized material list. You never know when that individual may take it and turn it over to another firm and have them price up the work. I guarantee if they need the work, their quote will always beat yours.

For quotes, we usually put the drawing numbers and dates of the drawings on the quotes. In addition, the date of the spec book as well. This covers yourself in case anything "appears" at the last minute.
 
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Click on the following attachments to view what I include in my bid package.

Note: There are two pages in the Formal Proposal, Quantity Take-Off and Quantity Take-Off By Room. Use the page control or scroll down to see the second page when viewing these reports.

View attachment 623
View attachment 624
View attachment 625
View attachment 626
View attachment 627

I believe that the more precise you are in your proposals, the better off you will be. It not only clarifies what is included in your proposal but it presents a professional image.

I hope this helps.
 
mdshunk said:
Very nice, IllinoisContractor !

What's the name of the software you develop that in?

Thanks Marc.

To be honest with you, I didn't develop it. It is automatically generated from the estimating program that I use called TurboBid.
 
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IllinoisContractor said:
Click on the following attachments to view what I include in my bid package.

Note: There are two pages in the Formal Proposal, Quantity Take-Off and Quantity Take-Off By Room. Use the page control or scroll down to see the second page when viewing these reports.

View attachment 623
View attachment 624
View attachment 625
View attachment 626
View attachment 627

I believe that the more precise you are in your proposals, the better off you will be. It not only clarifies what is included in your proposal but it presents a professional image.

I hope this helps.

Nice proposal set, it can avoid a lot of problems, when either changes or you said complaints come up.
I like the unit pricing sheet it displays the unit cost not a breakdown of labor and material, very nice
 
Nice proposal. I might try "value engineering" as an engineer speced a hot tub run in pipe indoors. Been trying to figure out a way to bring him to romex, thx for the tip.
 
satcom said:
Nice proposal set, it can avoid a lot of problems, when either changes or you said complaints come up.
I like the unit pricing sheet it displays the unit cost not a breakdown of labor and material, very nice

Unless it’s a time and material job, the customer should not see your material and labor costs. That’s not to say that you shouldn’t generate a detailed material and labor report. I believe that an estimate should be as precise and detailed as possible. I don’t believe in guesstimating. I’ll leave that to my competitors.

Attached is a sample of my take-off detail report. It lists the material and labor for each assembly in the take-off on a per floor basis. The program that I use allows me to assign different labor units for the same assembly based on where the assembly is located. For example: If I am running Romex on the 1st floor where I have to drill through 2 x 12 floor joists, the assemblies located on the 1st floor will be assigned a “hard” labor rate. If I am running Romex on the 2nd floor where there are open roof trusses, with a guy up in the attic running the rope, the assemblies located on the 2nd floor will be assigned an “easy” labor rate. This sounds like it might be time consuming but it’s not. I just designate which floor each room is located on and then do a room by room take-off.

View attachment 630

Nice proposal. I might try "value engineering" as an engineer speced a hot tub run in pipe indoors. Been trying to figure out a way to bring him to romex, thx for the tip.

We all have a decision to make: Do we want to be a professional electrical contractor that provides value added services to our customers or do we want to offer the same level of service as the guy working out of the back of his car? Perception is everything. What we present and how we present it is a direct reflection of our company.

If an architect draws the electric layout on the blueprint, it is merely his opinion. Architect’s are not professional electrical contractors. We are. We need to value engineer the electrical layout to provide the most cost effective, yet code specific, layout possible. This means adding and/or deleting devices to meet the requirements of the Nation Electrical Code and all applicable local amendments in order to lower their cost while still maintaining the industry standard for electrical design.

If I am not familiar with the code requirements of a municipality, I will call the electrical inspector and go over a code checklist with him. Attached is a partial copy of the code checklist that I use.


View attachment 631

I always provide my customers with a “Per Plan” price as well as a “Value Engineered” price. I also include a value engineered quantity take-off that shows what was added and/or deleted on a room by room basis. This way they can see exactly what I am referring to.

Value engineering allows me to provide my customers with a value added service. Also, since value engineering usually results in a lower price, it also increases my odds of getting the job.
 
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IllinoisContractor said:
If an architect draws the electric layout on the blueprint, it is merely his opinion. Architect?s are not professional electrical contractors. We are. We need to value engineer the electrical layout to provide the most cost effective, yet code specific, layout possible. This means adding and/or deleting devices to meet the requirements of the Nation Electrical Code and all applicable local amendments in order to lower their cost while still maintaining the industry standard for electrical design.
What do you do when the inspector fails you for not wiring according to plan-reviewer-approved plans?
 
LarryFine said:
What do you do when the inspector fails you for not wiring according to plan-reviewer-approved plans?

When I present a value engineered estimate to a customer, I am simply informing them of what the NEC and any applicable local amendments require. It is up to my customer to take care of any plan revisions.

It might be different in your area but where I work it is never an issue. Take a track project for example. You might have 5 basic models. The basic plans are approved for each model. Almost every home in the project will have options added to the base model without having to go through additional plan reviews. The inspector is only concerned with making sure that the electrical installation meets the required electrical code.
 
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