Sub Specialty Contractor

  • 1.  Who is responsible for completing Prequals at your company?

    Posted 09-23-2024 15:22

    Hello CFMA community, I'm curious who is responsible for completing prequals at your company? Estimating, project management, business development, accounting, administrative? Do you have one person that is able to complete all information on their own or do you have one person quarterback the process in a cross-department effort?   



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    Kim Timmons
    Controller
    Pacific Southwest Structures, Inc.
    Lemon Grove CA
    (619) 469-2323
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  • 2.  RE: Who is responsible for completing Prequals at your company?

    Posted 09-23-2024 17:55

    We have a compliance manager that gets it started, then she kicks it to the Controller (me) for anything related to accounting.  Between those two they usually get completed without the need for others.



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    Christy Barnes
    Contoller
    Herzog Glass
    Seattle WA
    (206) 538-0643
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    Original Message


  • 3.  RE: Who is responsible for completing Prequals at your company?

    Posted 09-24-2024 06:53

    Accounting handles the prequals at my company. We maintain electronic files with folders for the typical documents requested: financials, OSHA logs, EMR, banking and bonding letters, references, etc.

     

    Thanks,

     

    Jeff

    Jeffrey S. Michael, CPA, CCIFP

    Chief Financial Officer

    Celebrating 30+ Years in Business!!!

     

    9323 Keystone Street Philadelphia, PA 19114

    Wk:215.335.1401 x235 fax 215.708.7399

    Cell 215-206-9707

    email:jmichael@cippco.com

     

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    Original Message


  • 4.  RE: Who is responsible for completing Prequals at your company?

    Posted 09-24-2024 08:24

    We have an estimating support specialist that handles that.  I still get questions from time to time.  Every GC is different. 



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    Scott Wallace
    Director of Accounting
    Otto Baum Company, Inc.
    Morton IL
    (309) 266-7114
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    Original Message


  • 5.  RE: Who is responsible for completing Prequals at your company?

    Posted 09-24-2024 09:33
    We have an admin who assists the estimators in research and preparing bid documents. She also handles the prequals, that can get to be extensive during certain times of the year.



    Original Message


  • 6.  RE: Who is responsible for completing Prequals at your company?

    Posted 09-24-2024 10:34

    Our office has delegated this to our Contract Admin person and 1 backup person.  Our Contract Admin works directly under the CFO where most of the information originates from.  She submits roughly 30 PreQuals per year based on the number of school districts we "might" bid with in the next 12mths.   Though the process takes the better part of a month to work through all of them, she has a very good system that can be picked up from another person if she becomes unavailable. 



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    Jeri Swenson
    CFO
    Westech Systems, LLC
    Clovis CA
    (559) 455-1720
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    Original Message


  • 7.  RE: Who is responsible for completing Prequals at your company?

    Posted 09-24-2024 10:53

    Our controller completes and submits the prequal without attaching a PDF of required financial statement. In its place, we insert a letter inviting the GC to contact our CFO (me) for a virtual meeting to review the statement. During that virtual meeting,  I always request insight re the GC's prequal rating system and our "score", job size limits if available. Some GC's give the info to me at the end of the virtual meeting; others email me back after their in-house prequal process is completed, which I relay to our VP/SH who heads up our bidding efforts, at a minimum letting him know the prequal process has been completed and we are good for another year with that GC.

     

     

    John Bieber, CPA, CCIFP

    Chief Financial Officer

     NATIONAL  Glass & Metal Co., Inc.

    1424 Easton Road; Suite #400     Horsham, Pennsylvania 19044

    D: 267-532-1780  ǀ  O: 215-938-8880  ǀ  C: 267-650-9271 

     




    Original Message


  • 8.  RE: Who is responsible for completing Prequals at your company?

    Posted 09-24-2024 10:58
    I like that, good ideas.



    Original Message


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