Cost estimating is one of the most important steps in project management. In this Intermediate course, Dan Romine, an expert in the glazing management field, will provide a step by step guide on estimating a medium sized from assessing a bid opportunity to writing a proposal. In a workshop environment, Dan will discuss the use of a templated processes to streamline the steps required for a responsive bid, while collecting valuable cost information on future projects. This course will provide an deeper understanding of the overall estimating process.
Date: Tuesday, May 16, 2023
Time: 8:00am – 11:00am PST
Location: Courtyard by Marriott Los Angeles Hacienda Heights; 1905 S Azusa Ave, Hacienda Heights, CA 91745
Course Outline:
- Assessing a bid opportunity.
Discussion regarding how firms assess a bid opportunity, including scope, project schedule, competition. - Invitation to Bid / Instructions to Bidders
Once committing to a bid, completing a bid document review to record for the basis of the bid and the foundation for the written proposal. - Take-offs
Discuss the most efficient means to “take-off” a project and how product types should be organized in preparation for building the estimate. What processes are used to avoid missed scope. - Vendors
When should bidders assess vendor strategies and in anticipation of building the estimate. What can be done differently from your competitors that would provide you an advantage. - The Estimate
Review the process of completing an estimate, focusing on product types, cost categories and intermittent unit cost analysis. In what ways can you assess the competitiveness of your bid. - The Proposal
Discuss the use of a standard proposal template that summarizes bid documents, provides scope of work and clarifications. What is the best way to communicate to the customer your understanding of the bid scope. - Following up
Assess feedback loop from customer regarding price and award. Does the information aid in future bids with customer or understanding competition.
About Dan Romine:
Dan Romine has decades of experience in the glazing management arena. He currently specializes in providing Curtain Wall Design-Assist services, technical assistance, estimating/budgeting, cost savings analysis and project management support to the construction industry.
RSVP Required. To RSVP, please email Rowanne Khafagy at rkhafagy@scgma.com.
Food & Refreshment will be provided. Parking is complimentary.
Free for SCGMA Members*
$75 for Non-Members*