Estimating And Proposal Templates. Critique My Proposal. - Excavation & Site Work - Contractor Talk

Estimating And Proposal Templates. Critique My Proposal.

Thread Tools Search this Thread Display Modes
Old 03-02-2019, 03:21 PM   #1
Registered User
Eric Rice's Avatar
Trade: General Engineering
Join Date: Feb 2018
Location: California
Posts: 3
Rewards Points: 2

Estimating And Proposal Templates. Critique My Proposal.

I just started my construction company. I am a licensed "A General Engineering Contractor" in California.

I wanted to see if you guys had any recommendations for proposal and estimating templates for our trade. I have used excel in the past as an estimator and project manager. Is there a good place to purchase excel templates? Is there any thing better or new? What do you think of my proposal?

Attached is a pdf proposal I had put together for a reservoir project. Feel free to give me some criticism.

I am trying to set up a good system for my paperwork and estimating.

As of now, I have no employees and no equipment. I am currently working T&M as a water well drill rig operator (3 to 4 months of work) and I have 2 week demolition project coming up and I will be subcontracting with another contractor to do that project.
Attached Files
File Type: pdf Reservoir Proposal.pdf (60.9 KB, 156 views)
Eric Rice is offline  

Warning: The topics covered on this site include activities in which there exists the potential for serious injury or death. DOES NOT guarantee the accuracy or completeness of any information contained on this site. Always use proper safety precaution and reference reliable outside sources before attempting any construction or remodeling task!




Old 03-02-2019, 03:36 PM   #2
Fishindude's Avatar
Trade: Industrial
Join Date: Aug 2017
Location: Indiana
Posts: 466
Rewards Points: 994

Re: Estimating And Proposal Templates. Critique My Proposal.

Kind of appears you have as many or more exclusions and items not included than you do items in scope of work. I'd detail out that scope of work much more thoroughly so the exclusions look incidental. Speaking for myself, for a $700,000 job, it would not be unusual for a proposal to be 3-6 pages or more. You should have some payment terms in there somewhere also.

Good luck !


Fishindude is offline  
The Following User Says Thank You to Fishindude For This Useful Post:
griz (03-02-2019)
Old 03-02-2019, 04:33 PM   #3
Fire up the BBQ
griz's Avatar
Trade: GC
Join Date: Nov 2009
Location: CA
Posts: 22,340
Rewards Points: 50

Re: Estimating And Proposal Templates. Critique My Proposal.

agree with fishindude on way too many exclusions, likely due to you not having the capability to perform them.

on your listing of items you are doing, doing them in relation to what?

should reference plans/pages/details/specs.

i expected a sub to do everything required to complete his section.

some of your exclusions may fly if they are a part of a larger scope of work but should be noted that way.

there is also no time line, construction or payment schedule.

as a gc i would not deal with you on this project without your ability to self perform.

i would end up dealing with a sub of a sub, which ain't gonna happen.
griz is offline  
Sponsored Links
Old 03-09-2019, 09:15 AM   #4
Registered User
NGCExcavation's Avatar
Trade: General Contractor/Excavation
Join Date: Nov 2017
Location: Ottawa
Posts: 13
Rewards Points: 38

Re: Estimating And Proposal Templates. Critique My Proposal.

I agree with what Griz and Finishdude have said.

On a project this size, I would not be putting out a lump sum with less than half a page of details. As others have said, there's no payment schedule, timelines. That wouldn't fly around here.

A lot of your exclusions are what is normal scope of work for excavation contractors around my way. I wouldn't want to have to rely on a someone else controlling basic things like utility locates, erosion and environmental protections, import of soil, or safety fencing. To me those are all things that would screw up my timeline, and thus, I'd want to be in control of them. Charge accordingly.

To me, excavation is all about risk, and performance management. There's insufficient details in the whole scope of work to make me comfortable hiring you. It's perfectly fine to have exclusions, but when there are more of them than the actual scope of work, that indicates to me, you're not equipped, or experienced enough to hand the job.

That's what it appears like on paper - don't take it as a personal attack.
NGCExcavation is offline  
Old 03-09-2019, 11:35 AM   #5
r a s's Avatar
Trade: division twelve
Join Date: Mar 2015
Posts: 143
Rewards Points: 1,172

Re: Estimating And Proposal Templates. Critique My Proposal.

Eric, I'm not in your trade area but if you have a relationship with a local GC or CM ask them if you can stop in to talk. They may be willing to show you a competitors' proposal without the pricing.

Props for throwing your proposal out here for everyone to critique. It appears that the above comments all have merit.
r a s is offline  
Old 03-09-2019, 11:40 AM   #6
Joseph A. Capece
Trade: Builder - General
Join Date: Jan 2011
Location: Martha's Vineyard, MA
Posts: 1,802
Rewards Points: 1,432

Re: Estimating And Proposal Templates. Critique My Proposal.

Totally agree with others... Scope of work would be fine for $7k job, not for a $700k job.


Follow us on FACEBOOK
Martha's Vineyard General Contractors - Builders -
Commercial/Residential - Additions - Renovations
CENTERLINE MV is offline  

Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Join Now... It's Fast and FREE!

I am a professional contractor
I am a DIY Homeowner
Drywall Talk is for

At we cater exlusivly to professional contractors who make their living as a contractor. Knowing that many homeowners and DIYers are looking for a community to call home, we've created DIY Chatroom is full of helpful advices and perfect for DIY homeowners.

Redirecing in 10 seconds
No Thanks
terms of service

Already Have an Account?