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Engineering Bid Preparation for HVAC Systems
Alsten Lobo
Alsten Lobo
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Engineering Bid Preparation for HVAC Systems

You will be exposed to the process of preparing an engineering bid for HVAC systems, emphasizing the technical data analysis needed to create accurate project scopes, costs, and timelines.

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Apply now
Mondays
 at
5:00
P.M.
 ET /
2:00
P.M.
PT
8 weeks, 2-3 hours per week
Intermediate
No experience required
No experience required
Some experience required
Degree and experience required

Description

Engineering bidding is a multidisciplinary process that involves various fields of Engineers and other experts, each coming together to the development and submission of a bid. The Mechanical Engineer designs and analyzes all mechanical systems, including HVAC (heating, ventilation, and air conditioning) and plumbing.

In our Build Project, we will review building plans (architectural, mechanical & plumbing drawings) and specifications, learn to identify HVAC mechanical equipment requirements, evaluate specific HVAC product design, and lastly, generate cost estimations.

Session timeline

  • Applications open
    December 1, 2024
  • Application deadline
    January 15, 2025
  • Project start date
    Week of July 8, 2024
    Week of
    February 3, 2025
  • Project end date
    Week of

What you will learn

  • Read and evaluate architectural, mechanical & plumbing drawings. You will gain the ability to accurately read and interpret architectural, mechanical, and plumbing blueprints, identifying key symbols, scales, dimensions, and annotations.
  • Review and understand complex engineering project RFPs. You will become proficient in assessing the scope of a project outlined in the RFP, identifying key deliverables, milestones, and specific project needs, such as design requirements, performance specifications, and quality standards.
  • Conduct a product design review: Cost analysis and BOM creation. You will learn to critically assess product designs to identify potential areas of improvement, cost-saving opportunities, and areas that may affect manufacturability or quality.
  • Understand how different engineering practices work together on new construction projects. You will develop the ability to collaborate with other professionals (architects, engineers, contractors) in evaluating and modifying drawings. You will also learn how to identify discrepancies or potential conflicts between different building systems.
  • Brainstorm and create RFP response bid outlines and plans for HVAC segments of hypothetical engineering projects based on real world scenarios.

Project workshops

1
Introduction to Engineering Bids 
2
Understanding drawings and Specifications
3
Design Review 
4
Create Takeoffs 
5
Cost Analysis: BOM and Routings
6
Bid Optimization and Proposal Drafting
7
Final Submission
8
Presentation and feedback

Prerequisites

  • Ability to read engineering drawings and specifications. You’ll need review and analyze different types of engineering drawings, including schematic diagrams, orthographic projections, and isometric views, as well as the importance of scale and how to convert measurements from scale to real-world dimensions.  
  • Familiarity with 2D (AutoCAD), and 3D (SolidWorks/Creo etc.) CAD software. You should understand how to prepare CAD models for manufacturing, including using SolidWorks, or other 3D platforms.
  • Other skills: Project management, technical reading & writing
  • Other Software: Excel, Bluebeam or Adobe

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About the expert

Alsten Lobo

Mechanical Engineering Fellow
Open Avenues Foundation

Greetings all. My name is Alsten Lobo. I was born in Mangalore, a small coastal city in the south of India, best known for its beaches, local cuisine, historic temples, and churches. While at an early age, my parents moved to Dubai, UAE in search of career growth opportunities. It was our home for 11 years until we moved again to the neighboring Doha, Qatar. Middle East had become our home away from home.  

I first arrived in the USA in the summer of 2012 to pursue my undergraduate studies. In the twelve years since, I completed my bachelor's in Mechanical and Aerospace Engineering, became a Product and Sales Engineer for an International HVAC manufacturer, and had the opportunity to earn my master's in between.

The decision to move away from home was a difficult one but was wholeheartedly supported by my parents. Their emphasis on education is a testament to their struggles during their school years where opportunities for growth were far and few. Their hard work enabled me to become the first member of my family to study away from home.  

From a young age, I had a profound interest in the subject of mathematics. In the later years of my secondary education, I found myself applying mathematics to derive the laws of physics. I began to observe how everyday mechanical devices function and was drawn to the idea of not just understanding them, but also envisioning their design and improvements. Over the years, my interest slowly allowed me to build a good foundational background and confirmed my desire to become a Mechanical Engineer.

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