Employer Information 

Reports to: General Manager 
Classification: Full Time 

Purpose of Job: 

Plans, coordinates, and/or prepares full estimates for large, complex HVAC Mechanical work and contracts.  Works with clients, subcontractors, and vendors to generate budgets, proposals, hard bids, etc. for commercial, industrial, and institutional projects.  Responsible for review of all final estimate packages with the General Manager to ensure accuracy and completeness.  Perform negotiation of contract scope, buyout of projects, and write-ups for accounting. 

Essential Job Duties and Responsibilities 

• Prepares full estimates for large, HVAC Mechanical work and contracts. 

• Prepares weekly bid calendar and ensures timely completion of estimates. 

• Recommends what projects to bid on, strategies, techniques, etc.  

• Participates in reviews of the current status of pending bids and upcoming bids with the General Manager. 

• Provides technical assistance in negotiating contracts, change orders, etc. as required. 

• Reviews proposal specifications, drawings, attends pre-bid meetings, bid strategy, and presentation meetings as required for projects.  

• Provides technical support to the Project Manager, as requested, for awarded contracts, including estimating/pricing extra work items, change orders, procuring materials, etc. 

• Insures all working documents and data to back-up estimate figures are maintained on the AIRmasters computer network or other programs as required. 

• Makes decisions and recommendations which can greatly affect the profitability of assigned area. 

• Effectively communicates estimating issues. 

• Leads negotiation of contract scope and verbiage with General Contractors on successful projects.  

• Leads negotiation of vendor/subcontractor pricing and buy-out to achieve maximum gross margin for the company. 

• Provide Project Management with ‘Turn-Over Meetings’ to convey all information complied during the estimating process to Production. 

• Responsible for careful observance of corporate policies and objectives. 

• Responsible for monitoring and maintaining estimating software and pricing service to assure estimates are accurate and the department is efficient. 

• Other duties as assigned  

Required Education/Experience: 

Bachelor’s degree in Construction Management or equivalent combinations of technical training and/or related experience. 

Competencies: 

• Ten years of HVAC/R estimating experience in commercial work. 

• Thorough knowledge of company procedures and estimating techniques plus industry standards, practices, and processes that impact the bid. 

• Ability to read, analyze and interpret drawings. 

• Ability to coordinate and supervise group work efforts. 

• Ability to prepare complex proposals with a minimum of supervision. 

• Expert level of verbal and written communication and interpersonal skills with the ability to speak clearly and persuasively.  Demonstrate group presentation skills, phone, and e-mail etiquette. 

• Ability to use significant independent judgment. 

• Advanced Microsoft Word, Excel, and Outlook skills. 

• In-depth knowledge of estimating software with a strong proficiency and /or the ability to learn and thoroughly understand and train others in the use of estimating software. 

• Excellent mathematical and analytical skills. 

• Organizational, supervisory, and decision-making/problem-solving skills.  

Physical Demands 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

This position is a largely sedentary role; however, some filing is required.  This would require the ability to lift files, open filing cabinets and bend or stand as necessary. 

Work Environment 

This job operates in a professional office / shop environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.  

Reasonable Accommodation 

Reasonable accommodations will be made to enable individuals with disabilities to perform the essential job functions unless doing so will present an undue hardship on the Company’s business operations. 

Other Duties 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.  

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.