1. Bid Pipeline Development & Governance
The Estimator is accountable for managing a controlled and intentional bid pipeline sourced exclusively from two approved channels and governed by formal bid controls.
This includes accountability for:
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Developing estimates from inbound bid invitations received directly from General Contractors (GCs)
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Managing negotiated and relationship-based bid opportunities
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Proactively identifying bid opportunities through approved sourcing platforms (e.g., PlanHub, AGC sites, public bid portals)
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Screening all opportunities using documented bid/no-bid criteria
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Enforcing capacity, backlog, and risk constraints prior to pursuit
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Managing bid calendars, deadlines, addenda, and final submission timing
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Coordinating pursuit strategy and prioritization with the VP of Sales & Marketing
2. Estimating & Bid Development
The Estimator is accountable for producing complete, defensible, and market-aligned estimates.
This includes accountability for:
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Performing detailed quantity takeoffs for all commercial plumbing systems
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Developing labor projections using standardized productivity assumptions
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Pricing materials, fixtures, equipment, and subcontracted work using current supplier data
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Accounting for escalation, phasing, access constraints, and schedule impacts
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Identifying and documenting scope gaps, exclusions, clarifications, and assumptions
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Preparing bid proposals, scope letters, and qualifications in approved formats
3. Pricing, Margin & Market Risk Management
The Estimator is accountable for protecting margin in dynamic market conditions.
This includes accountability for:
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Maintaining current price books, supplier data, and labor modifiers
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Incorporating material volatility, labor availability, and escalation risk into estimates
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Validating estimates against historical job cost and profitability data
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Applying approved overhead, labor burden, and profit targets
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Escalating abnormal market conditions to Sales leadership
4. Sales Alignment & Pre-Bid Support
The Estimator is accountable for collaborating in a disciplined manner with Sales leadership and external stakeholders.
This includes accountability for:
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Participating in bid/no-bid and pricing strategy discussions
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Responding to GC inquiries, addenda, and clarification requests
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Supporting value engineering efforts without compromising margin or scope
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Ensuring all pre-award commitments are documented and approved
5. Project Handoff to Operations
The Estimator is accountable for a formal, standardized transition of awarded projects.
This includes accountability for delivering a complete handoff package consisting of:
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Labor budgets and productivity assumptions
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Material pricing assumptions and supplier commitments
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Exclusions, clarifications, and scope qualifications
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Documented risk items and constraints