Blueline Environmental makes its no-bid calls in minutes
An environmental services firm held a meeting for every notice that looked close. Captivaq shows why a notice fits before anyone opens it, and the meeting became a glance.
Diego AlvarezCapture Manager, Blueline Environmental
Key results
Bid and no-bid decided in minutes, not a meeting
Strengths and gaps listed for every match
Capture, estimating and ops on one pipeline
“Seeing why a notice fits us before we open it. That alone has been huge. Our no-bid decisions take minutes instead of a meeting.”
Diego AlvarezCapture Manager, Blueline EnvironmentalMeet Blueline Environmental
Blueline Environmental does remediation, sampling and compliance work for federal and state agencies in the Mid-Atlantic. Diego Alvarez leads capture for a team of six, with estimating and operations in the same room.
The work is specialised and the notices are not. A remediation solicitation can be posted under three different codes, and the requirement that decides it is often a certification on the last page.
“Every notice that looked close got a meeting. We had a lot of meetings.”
A meeting for every maybe
Deciding whether to bid meant reading the package, pulling the requirements, and getting three people in a room. Most of those rooms ended in no, after an hour.
The team tracked a dozen live notices at a time on a whiteboard. Some closed before the meeting. Some were bid on that should not have been, because the disqualifying line was found after the estimate was done.
“We spent more hours deciding not to bid than we spent writing the bids we did.”
The profile carries the certifications
Captivaq drafted the profile from the website and Diego added the certifications, the sampling capabilities and the past performance on federal sites. That is the list the disqualifying lines are checked against.
“The certifications are in the profile. Now the gap shows up on the card, not in the meeting.”
Every match now arrives with the strengths and the gaps listed against the profile, and the requirement list pulled from the package before anyone opens it.
The fit is on the card
The no-bid calls happen on the card. Diego reads the gaps, and a notice that needs a certification the company does not hold is a no in thirty seconds instead of a meeting.
“Seeing why a notice fits us before we open it. Our no-bid decisions take minutes instead of a meeting.”
The shared pipeline keeps capture, estimating and operations on one list, so the bids that go ahead start with everyone already in. The whiteboard is gone, and so is the Thursday meeting.
