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The GC playbooks

Every GC playbook, what it does, and what to say in chat to start it.

A playbook is the GC pack's written method for one job of work. You never pick one by name: say what you want in a chat and crux loads the right one. The phrases below are examples.

Reading the bid

PlaybookWhat it doesSay
GC onboardReads the whole bid, settles single vs multi-prime, writes the binder. See Onboard a GC bid."onboard this bid"
Executive summaryThe bid card and the 12-part cited bid analysis."refresh the executive summary"
Document indexSearches and cites the specs, addenda, bid forms, owner Q&A and solicitation sections."what does the spec say about bonds?"
Drawing digestThe sheet map of every discipline; answers "what's on sheet X". Never produces quantities."what's on sheet M-201?"
Addenda trackerReads a new addendum or binding Q&A, says what changed, refreshes the binder."addendum 3 is in"
CSI routerWhich division and trade package a spec section belongs to, and where the split is decided."who carries 08 71 00?"
Schedule extractorMilestones, durations, phasing and the completion date that carries damages."read the schedule"
MEP prime splitMulti-prime or MEP-in-GC, and what the GC owes the other primes."is this multi-prime?"

Deciding and pricing the GC's own costs

PlaybookWhat it doesSay
Go / no-goFatal flaws first, then a 100-point scorecard against your company's fits."should we bid this?"
General conditionsEvery GC cost obligation in Divisions 00 and 01, cited, then the GC budget band."price out the general conditions"
Risk scanContract terms that cost money or time: damages, escalation, indemnity, retainage, notice clocks."scan the contract for risk"
Union and prevailing wageWhich wage rules govern and what they cost the GC."is this prevailing wage?"
PA, NJ and DE jurisdictionCode, authority, wage threshold and bond rules for those states, each marked to verify."what does NJ require on this?"
Public bid proceduresThe compliant submission checklist from the instructions to bidders."what do we need to submit?"
Cost researchA budget-grade unit cost from your own history. (Still being built: crux says so and does what it can.)"what did we pay for ACT?"

Subs, quotes and the estimate

PlaybookWhat it doesSay
Scope lettersTrade packages, their boundaries, branded scope letters, bulletins and Q&A transmittals. See Scope letters."write the scope letters"
Scope reconcileKeeps the scope checklist in step with addenda, answered RFIs and amended letters."reconcile the scope after addendum 2"
Sub quote reviewReads a quote in any format and records it with its source."review this quote"
Quote librarySweeps the Quotes folder so no quote is missed and grows your pricing records."sweep the quotes"
Bid levelingThe scope-item by bidder matrix and the carry. See Level sub quotes."level the drywall quotes"
GC estimate builderThe BASE BID workbook. See The BASE BID estimate."set up the estimate"
GC takeoffPartitions, drywall, ceilings, flooring, base, doors, carpentry, siding and concrete, measured on the canvas. See Takeoff."take off the partitions on A-101"
Bid dayThe last hours before the bid. See Bid day."bid day"

Talking to the outside world (drafts only)

PlaybookWhat it doesSay
GC voiceThe final pass on anything that leaves the company, in your company's own voice.(runs on its own)
RFI drafterThe RFIs to send before bid, cited, and the RFI letter on your letterhead."find the RFIs"
RFI responderReplies to a sub, architect or owner, grounded in the documents; reads owner answers back into the job."answer this sub's question"
Call intakeA call, meeting or voicemail into the job's call log."log this call"
Meeting prepOne page for a pre-bid meeting, site walk or interview."prep me for the site walk"
BuildingConnectedThe status board, bid packages and invite drafts. See BuildingConnected."who do I need to call?"
Bonfire Q&APulls an opportunity's owner Q&A and addenda. See Bonfire."check Bonfire"

After the bid

PlaybookWhat it doesSay
Post-bid autopsyReads the bid tab, records the result, compares what you carried with what was available."the results are in"
Competitor intelRecords public bid results and reads the field on bid day. See The bid-day matchup."who bid against us?"
BuyoutAward to signed subcontracts. See Buyout."we won it, start buyout"
PM onboardingThe handoff to project management: the obligation register, the Post-NTP Action Plan and the submittal register."hand this to the PM"
Project diaryKeeps each job's current state so the next chat starts oriented.(runs on its own)
Company databaseExplains the database's state and sends you to Settings to set it up. See Company database."is the database working?"