Project Details
CVS 2024 HVAC RFP
RFP
Completed
Won
10-25-2024
Bidding 7.700 locations for HVAC with CVS - 4 year bid. Low right to win so focusing on specific area they are struggling and need most help in hopes of winning pick ups over the next 4 years.
Project Log Items
 
Date
Type of Note
Type of Service
Due Date
Status
Note
Resolution
 
11-13-2024 Pricing Strategy HVAC 11-22-2024 Closed CVS HVAC – Kick Off Call notes & First touch base
•    8,000 sites for PM work both retail and non-retail and hourly rates 
•    Low right to win, right now they use self-performers, but we are hoping to get some areas where CVS is hurting and target those
•    4 year contract – is an option to list a % increase for each year (maybe 2-3%)

Touchbase
•    Daniel priced out PM work for states that we have a strong provider base and there is a good amount of stores
•    CVS team wanted to see if we could push this to include more states – throwing a price out to see if it sticks
•    With this being a 4 year deal, the concern from CVS team was not bidding enough and being locked out for pick ups for 4 years
•    HVAC team decided to get full list from CVS of states they need help. Any that we did not bid that have 100 or more stores, we will price out, even if a little higher than we would like. Hourly rates are being pulled by Jason and we will meet Monday to discuss final pricing
•    Daniel did not price Non retail, we sent question to CVS team about equipment – and they sent an average and said they expect adjustments to be made to these so we will price them. 
•    Margin target will be determined next meeting		  
Postmortems
 
Date Modified
Question
Answer
Action to What We Learned
 
No Postmortem records found
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