Project Details
FedEx HVAC RFP '23
RFP
Completed
Lost
Green
90%
02-21-2023
04-17-2023
Project Log Items
 
Date
Type of Note
Type of Service
Due Date
Status
Note
Resolution
 
02-27-2023 Meeting     Open UPS and Walmart Rates along with standard pricing from data set. UPS rates were too high. Went with Walmart rates.
walmart rates plus 5. Difference between standard rates and walmart. Played with margin (29%) 		 
02-22-2023 Pricing Strategy     Open
Walmart rates added $5- proposed new labor.
proposed margin line by line in bid sheet
PM Rates=Quantity of labor hours X state labor hours X number of units + cost of parts
Trip charge will match hourly rate		  
02-22-2023 General Note     Open     - Submitting one rate per state
    - Nick working on PM rates- tough without having asset list
        ? Reach out to mike for margins
    - Sent model over to Mike to mess with margins
        ? Bidding A and B sites. No bid C's
    - Jason additional account comparable UPS
        ? Use Mike rates
Send to Nick to drop into his model		  
02-17-2023 General Note     Open The awarding of the HVAC Bids will be done similar to prior bids as they will be based on regional and site locations. So, you may win bids based on the locations you submit pricing. If you have the winning bid in multiple locations, you will awarded those multiple locations or if you have competitive bids in a certain region you can be awarded the business in that regional area only.  
02-14-2023 Key Assumption     Open pricing is not inclusive of tax or union labor.  
02-14-2023 Meeting     Open UPS 135-150 an hour
set a floor of 130 hour
submitting one rate per state
Jason- get batch geo- ACTION.
award by state, but client wants us to note which ones we might have trouble getting to.
Nick- UTAH and Vegas- don't touch NY city and Burroughs
Key assumptions- pricing is not inclusive of tax or union labor.
All contracting done by standard technician rate.
UPS- $75 per trip up to 2 trips- ups margins currently at 35% plus.
Tier 2 if we sub to a woman owned business- can take credit for the tier 2 spend- Mike ask customer if we can note this as applicable on the bid sheet- ACTION.
Mike still waiting on questions through Fedex portal from client.
Determine costs to complete our scopes (spring and fall)
equipment X material multipliers X how many hours= price
SOW- details of SOW will be provided on the work order from Fedex
MSA- 2 trip charge max unless authorized by the client.
Schedule meetings for Friday and Monday for final review- ACTION
Mike- margins for ABC sites- ACTION
  
02-10-2023 General Note     Open The bid sheet has been filled with our initial numbers if you have any questions please let us know. But I have a per state price in there for the initial bid we can adjust based on the ABC but for right now we have the initial #'s at 30%  
02-09-2023 Meeting     Open two scopes- spring and fall- other than rates. 
Asset list for 20 and 50 ton units.
60 sites currently in HVAC- pull this data
Pleasant Valley rate card- mike sending over. At 8% mark up on material 
Ferrandino will go in at self-performer rate. 
Biggest competition knocking out local self-performers.
ABC site list- Mike sending over- ACTION.
Power BI data pull for all customers.
Scopes of work to get approved- ACTION Mike
Allowed to bill two trips		  
Postmortems
 
Date Modified
Question
Answer
Action to What We Learned
 
06-12-2023 11:12 AM   We think HVAC pricing was in line 

  
06-12-2023 11:12 AM   We were 25% to 50% high on price for doors– Bid sheet requested cost per pm and itemized rates  
06-12-2023 11:12 AM   Scorecard was at Ds and Fs across the board with the only A for invoicing on time  
06-12-2023 11:12 AM   They do a lot of bundling on doors – ie 1-5 doors is 700$ flat we were at 400$ for one  
06-12-2023 11:12 AM   HVAC and overhead doors were both denied at the same time  
06-12-2023 11:12 AM   We are competing against self-performers – Powerhouse, Farendino, pleasant valley, train, siemens, DH pace  
06-12-2023 11:12 AM  
SE feels we did great on the sales side – SE feels CBRE did not treat us well – drug us along for six months and told us we were going to win the bid. Cedric parker and jimmy wolf did this to us. 
  
06-12-2023 11:12 AM   Our service was a big factor in the decision – account struggled operationally until recent AM took over – there were 6 month old work orders that the SE had to go back and fix  
06-12-2023 11:12 AM   What would we do differently? Go in more strategic on margin because fedex looks only at price. Go in at a low price and try to use levers/invoicing strategies to make up the margin.  
06-12-2023 11:12 AM   Customer is okay with red lines on the contract  
06-12-2023 11:12 AM   They told us they were trying to award by state  
06-12-2023 11:12 AM   We are getting 3rd position workorders for HVAC and overhead doors currently  
06-12-2023 11:12 AM   Data feedback – get more granular with the data – handyman is too broad, construction is too broad, overhead doors is too broad  
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