Transcript Using the Website - Builders Exchange Dayton

Using the Website
Begin by going to www.bxohio.com
Click on My Deskpad
Enter in your User Name and Password
My Deskpad
•This is the main area you will use
while navigating the website
•On the left, you will see “Project
Quick Search”
•Using this, you can search for jobs
that you already know exist.
•You can search by any phase of
construction
•Archived projects are projects that
have been awarded. We keep plans
and specs online for 19 months after
the project has been awarded
•You can search by the name of the
project, our internal project number,
the bid date or your own internal
notes.
•Once you have your search
parameters, click submit. The jobs will
be listed from the earliest bid date to
latest bid date
Project Summary
•When you hit submit, all
matching projects will come up.
•The project summary is a brief
description of the project, with
quick links for the owner/design
team, bidders, plans and specs
•If you cannot find the project,
the project request form can be
filled out and sent to our main
office
•Please provide us with as much
information as possible. We
handle 500-700 requests per
year, and follow through with
information on 80% of those
projects.
Project Details
•Click on the name of the
project to access the project
details
•The details will give you
more in depth information,
from the scope of work to
the estimated cost if one is
provided. All information
comes directly from the spec
book
•We also provide
information on who to
submit bids to, where to
obtain plans and contact
information for any company
involved with the project
•At the top you will also find
the 8 digit project id. This is
the easiest way for us to
locate a project should you
have a question.
Tracking Projects
•One of the ways we make bidding
easier for you is with the ability to
track jobs
•On the project details page , on
the top, you have four tracking
options
•Tracking projects with email will
keep abreast of any change that
happens. Most of these updates
will come to you in a morning
email. Addenda, Memos and
Amendments are emailed to you
as soon as they are placed online.
This typically happens within an
hour of any one of our 4 offices
receiving the addenda!
•Tracking without email will set
the project aside for you so you
do not have to search for it
every time you sign in.
•Hiding a project will remove that
project from you filter.
•You can also add a reminder to
your Outlook Calendar by clicking
of “add a reminder to MS Outlook.
The Bid List
•The bid list is updates at least once a
week and just prior to the bid date. We
update our bid lists from planholder lists
and pre-bid meeting attendance. This
gives our members the best
approximation of who is interested in
bidding the job.
•We also allow our members to add
themselves to the bid list
•To do this click on Add to Bid List on top
of the page.
•From here you can edit contact info, how
you are bidding and any other pertinent
information about the bid or about your
company in the Bidders Information
notice.
•You can also view company bid history
by clicking on the icon next to the
company name
•Finally, as long as we have an email
address, you can batch email quotes to
prime bidders. To do this, simply check
the box next to the name of the person
you wish to send your quote to, and hit
batch email next to the company type.
Viewing Documents
• To view specs, click on
view specs
• Each spec section is an
individual pdf
individually broken
down by CSI section
• To view plans, click on
view plans
• Click on the icon that
says IVS Pro 2009 to
begin the free install
• After installed, simply
choose which drawing
you want to view.
Getting Started With IVS 2009
• The Plans Tab
– This will allow you to zoom in
and out
– If you own a plotter you can
also print from this page
– You can also save drawing by
clicking on save. If you then
click on the saved plans tab,
you can view selected saved
jobs, export files to email
directly to subs or suppliers,
or email directly from this tab
• The Estimating Tab- See
next slide for guide
– First set your scale (A)
– Chose rectangular or elliptical
area to do regularly shaped
objects (B)
– Use closed area to find area
and perimeter of irregular
objects (C)
– Use measure line for linear
measurement (D)
– Use Count to count objects
on objects on the drawing (E)
B
E D
C
A
Setting Up Search Filters
1. Click on Tracked
Projects Companies
and Filters
2. Click on New Filter
Search
General Search
Parameters
1.
Construction Phase
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2.
3.
4.
5.
6.
2.
3.
Pre-Bid No A/E project in
development
Pre-Bid A/E project has a design
team
Pre-Bid CM/GC project has a
CM/ GC selected
Active. Projects Actively out for
bid.
Apparent Lows.
Contract Awards
Project Types-Hold mouse over
the description of how we
categorize projects into types
Categories- Again hold your
cursor over each category to see
our classifications
Selecting Counties
•The Builders Exchange, Inc. covers the
whole state of Ohio, the eastern third
of Indiana and Northern Kentucky. Our
whole reporting territory is the default
setting.
•Click on Select Counties and or States
to bring up a county map
•Simply click on the counties you
would like to receive leads for, the
ones for which you want to receive
leads will be highlighted in pink.
Adding Search Words
Spec Index Search
• This search will find general
terms you would expect to
see in the titles of CSI
sections.
• Examples: HVAC, Electrical,
Masonry, Door, Site,
Seeding, Technology
• This is your default search
SAM Search
• This stands for spec and
addenda mining. This
search will find very specific
keywords, phrases and
trade names
• Examples: Carrier, GE,
Mitsubishi, Pella
Saving Your Filter
• Once you have your search parameters set up,
click on “Save Filter” at the bottom of the
page
• On the next page name your filter something
specific to you. By default, you will be set up
to receive daily email updates for projects that
meet your search criteria. Save again on the
bottom of the page
Running Your Filter
•To manually run your filter, click on
the name of the filter.
•When you do this, a list of projects
meeting your search criteria will
appear.
•Simply click on the name of the
project to view the project details
•If you are using SAM Search, click on
“Always Expand Results”.
•While the will take a few more
seconds to open it will link every spec
section from every project that had a
hit for your keyword ( see slide 16)
Statistical Research
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This is found on My Deskpad in the
list of links on the right
The first option is to research for a
specific company.
If this company is an architect, owner
or engineer, you can track them with
email
You can also access their bidding
history by clicking on the company
name, which will not only give you
their past history, but any project
actively bidding or in the planning
phase.
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The second major component of
statistical research is to search for
company type.
This will allow to find “top
companies” in a given area.
The basis for the rankings is by the
amount of projects a company has
been affiliated with on our site.
If you were interested in seeing who
the most active architects were in
Summit County, you would be able to
filter out just that county and our site
would produce a list of architects
who have done work in that county
for the past 2 years based on our bid
lists.
If you are looking for new contacts in
any of the major fields, this is a
superb place to begin.
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Private Planroom is a free tool for any
general contractor.
You can use Private Planroom for building
projects, whether you are a member or nonmember
As a member, you can keep your private jobs
disclosed from our whole membership. Nonmember GC’s must also place their projects
on our site.
Private Planroom allows a GC to distribute a
code to subs and suppliers to access jobs
through our site at no charge to them. The
GC is responsible for distributing this code
Subs and suppliers can view, download and
print both specs and blueprints from our site.
In turn, your subs and suppliers can call any
Builders Exchange office if they have any
technical issue or questions.
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Private Planroom Plus is a tool for only members of
the Builders Exchange
While there is a fee for this service, the service
provided by the Builders Exchange for our members
more than pays for the investment made by the
company.
Like Private Planroom, Private Planroom Plus
distributes a code to subs and suppliers, however,
the BX distributes the code electronically via email
and fax
In addition, the Builders Exchange verifies your
database, making sure that we have the correct
contact information, point of contact and company
information
If an ITB or message does not make it to your sub
and supplier, the Builders Exchange follows up with
your contact, fixes any errant information and
redistributes the ITB for you at no additional cost to
you
If a GC utilizing the service needs to find new
bidders or is expanding into a new area, that GC has
access to our database of over 60,000 companies
from all over the state of Ohio, and soon, Kentucky!
Like Private Planroom, all tech support is handled
by BX staff at no charge to the GC , the subs or the
suppliers.
Locations
Main Office:
The Builders Exchange, Inc
9555 Rockside Rd. Ste 300
Valley View, OH 44125
P: (216) 393-6300
Toll Free: (866) 907-6300
F: (216) 393-6304
Email: [email protected]
Builders Exchange of Dayton
2077 Embury Park Rd.
Dayton, OH 45414
P: (937) 278-5723
F: (937) 278-3843
Email: [email protected]
Cincinnati Branch
4350 Glendale-Milford Rd. Ste 120
Blue Ash, OH 45242
P: (513) 769-4800
F: (513) 769-7888
Email: [email protected]
Toledo Branch
555 Airport Highway Ste. 140
Toledo, OH 43615
P: (419) 865-3833
F: (419) 865-8014
Email: [email protected]
Membership Contacts
Cleveland, Akron, Youngstown, Western Pennsylvania: Neal Moir ([email protected])
Cincinnati and the Tri-State: Ashley Grandetti ([email protected])
*Columbus and SE Ohio: Jon Hewis ([email protected])
Dayton: John Grandetti ([email protected])
Toledo and Southern Michigan: Sarah Skiver ([email protected])
*Please note: We are not affiliated with the Builders Exchange of Central Ohio. While
we do report on information in Central Ohio, our members do not have access to the
Columbus Planroom unless they are also members of BX Central Ohio.