224 lines
5.3 KiB
Markdown
224 lines
5.3 KiB
Markdown
---
|
|
id: 2026-06-02T10:09:38-0400
|
|
title: 2026-06-02 10:09:38
|
|
tags: []
|
|
daily: "[[2026-06-02]]"
|
|
---
|
|
# 2026-06-02 10:09:38
|
|
|
|
## PDI Estimating Town Hall
|
|
|
|
[[pdi-estimating|PDI Estimating]] Town Hall
|
|
lead by Aaron and Mitch Permuy.
|
|
|
|
Note that the text is of my own interpretation.
|
|
Information presented as fact may not be so.
|
|
|
|
### Agenda
|
|
|
|
1. Notable Awards
|
|
2. 2026 Metrics
|
|
3. Proposal Audits
|
|
4. LFG
|
|
5. Fleet/Wire Distribution
|
|
6. Power Design Global
|
|
7. PE Program
|
|
|
|
### Notable Awards
|
|
|
|
* **Williams Brice Stadium**
|
|
|
|
* **St. Regis Sunny Isles Beach**
|
|
|
|
Lost Mechanical and Plumbing scope.
|
|
Aaron expects that the awarded contractor(s)
|
|
may be in a financial situation to give discounts
|
|
that PDI isn't desperate enough for.
|
|
|
|
* [[virginia-live-casino-and-hotel]]
|
|
|
|
* **10MW ALBQ Data Center**
|
|
|
|
Same developer as similar job in El Paso
|
|
|
|
Mitch and Aaron described strategy for data centers:
|
|
"boutique" rather than hyperscale.
|
|
This job falls in the boutique range.
|
|
|
|
* **Acc Opp Lane & High**
|
|
|
|
* **SpaceX Gigabay**
|
|
|
|
* [[hampton-roads-navy_norfolk]]
|
|
|
|
***
|
|
|
|
Aaron and Mitch described how data center work
|
|
was the boost PDI needed to break out of multifamily
|
|
into other markets
|
|
(stadiums, casinos, hospitals, etc.)
|
|
which are not as "compressed" as our usual work.
|
|
|
|
> Off of SpaceX Gigabay
|
|
> and a possibility of work for Elon Musk's house,
|
|
> Mitch mentioned an existing plan to make PDI
|
|
> "the first electrical contractor in space." (pp.)
|
|
>
|
|
> Lauren: "Lunar-ready. There's a whole plan."
|
|
|
|
GC's have been hesitant about qualifying us
|
|
due to lack of experience in other markets.
|
|
|
|
> "What do GC's do? Risk manage.
|
|
> Everything's a risk manage."
|
|
> ---Mitch
|
|
|
|
***
|
|
|
|
* **CoStar Headquarters Virginia**
|
|
|
|
> [CoStar](https://www.costar.com/)
|
|
> validates project funding plans, financial models
|
|
> for developers to secure monies.
|
|
|
|
* **OMNI Midland** (MEP)
|
|
|
|
* **Camping World Stadium Renovation**
|
|
|
|
* **Shorecrest** (Electrical and Plumbing)
|
|
|
|
* **Mary Immaculate Hospital**
|
|
|
|
* First Hospital
|
|
|
|
GC is Whiting-Turner,
|
|
whom Mitch explained has been a long time loyal GC.
|
|
|
|
### 2026 Metrics
|
|
|
|
* 28mil sqft awarded
|
|
* \$650mil awarded
|
|
* \$380mil 95%
|
|
|
|
> Mitch said that today we're where we were in November last year.
|
|
|
|
#### Strategy
|
|
|
|
Given our performance,
|
|
Aaron emphasized the importance of taking the right jobs.
|
|
Mitch suggested coordinating with [[pdi-operations|Ops]] for their availability.
|
|
|
|
"Don't negotiate down."
|
|
We are still aggressive in certain markets,
|
|
but we don't want to take deals that don't make sense.
|
|
|
|
### Proposal Audit
|
|
|
|
Aaron highlighted recent improvement to Proposal Audit scores,
|
|
emphasized the importance of the proposal
|
|
as our first impression on the customer,
|
|
the first document they will see of ours.
|
|
|
|
Reiterated kudos but mentioned room for further improvement.
|
|
|
|
### LFG
|
|
|
|
Zac suggested the next estimating town hall should be at the LINK.
|
|
|
|
"40 switchboards this month"
|
|
|
|
#### Purchasing Agreements
|
|
|
|
LFG recently secured a direct purchasing agreement with Siemens.
|
|
ABB proposed another immediately after.
|
|
|
|
Mitch explained the manufacturers hesitated
|
|
due to fear of reaction from other contractors
|
|
citing unfair advantage---"which it is," he said---
|
|
but are not able to resist the deal.
|
|
|
|
> "We can match the spec for Siemens, for ABB."
|
|
>
|
|
> "No specification limitations"
|
|
|
|
Medium voltage equipment
|
|
|
|
MGM transformers
|
|
including PDI branded LV transformers.
|
|
|
|
#### Outside Sales
|
|
|
|
Zac described recent sales to other contractors
|
|
including a microchip plant.
|
|
|
|
Zac noted LFG's growing pains,
|
|
but thanks _Power Design_ for "sticking through it."
|
|
|
|
Mitch notes that this a big step for LFG,
|
|
that selling to PDI is safe,
|
|
selling to other contractors is risky.
|
|
|
|
%%
|
|
I believe Mitch was referring to concerns of schedule overrun.
|
|
We can eat our own missed promises,
|
|
but others' may come with litigation.
|
|
%%
|
|
|
|
#### Bus Duct
|
|
|
|
Market lead time for bus duct at least 52 weeks.
|
|
|
|
Aaron and Mitch say that estimating should be selling spec,
|
|
but proposing LS Electric for schedule.
|
|
Tell GC's "if they don't award soon,
|
|
their schedule is in jeopardy."
|
|
|
|
LFG engineers were recently at GRID,
|
|
training engineers on the "nuances"
|
|
of LS Electric bus duct.
|
|
|
|
### Fleet/Wire Distribution
|
|
|
|
PDI has (8) 18-wheeler trucks.
|
|
Value proposition is project investment on the part of delivery---
|
|
which is normally lacking from distributors---
|
|
with the expectation that this translates to speed and reliability.
|
|
|
|
Clients say seeing LINK was the most impactful experience in their decision,
|
|
noting supply chain control and risk reduction.
|
|
|
|
LINK prefab has a crew of 160.
|
|
|
|
> Estimating needs to explain
|
|
> that prefab is not a discount,
|
|
> it _costs_ money.
|
|
> The advantage is in schedule.
|
|
> ---Aaron (pp.)
|
|
|
|
### Power Design Global
|
|
|
|
Aaron highlighted PDG's improvement
|
|
getting average hours per job from ~50 to ~31.
|
|
|
|
### Project Engineer Program
|
|
|
|
> The PE program is the future of the business.
|
|
> ---Aaron (pp.)
|
|
|
|
### Founding Principles
|
|
|
|
Aaron mentioned a "PDI Founding Principles" document (or video?)
|
|
to be released within the next few weeks.
|
|
|
|
### PDI Estimating Experience
|
|
|
|
PDI estimating has a cumulative tenure of 429 years,
|
|
spread among 92 people.
|
|
%% mean 4.66 years %%
|
|
|
|
Aaron and Mitch suggest that estimating experience at PDI
|
|
may be worth more than at other contractors
|
|
("more experience per year")
|
|
because PDI bids "30--40 jobs per week"
|
|
compared to "5--6" for the "average contractor."
|