Estimator II
Description
Your role will also include overseeing, supervising and reviewing tasks performed by team members to ensure effective execution of work; managing end‑to‑end processes and projects for both internal and external clients with responsibility for timely and accurate delivery; issuing clear instructions and directions to team members on tasks to be performed; and mentoring and guiding junior colleagues to support their skill development, professional growth, and overall success.
Estimator II
Goals
- Support Terminal Automation Systems (TAS), Midstream Oil & Gas Automation, Integrated Control & Safety Systems (ICSS), and Telecom, Security & Integration (TSI), with primary emphasis on TAS and Midstream opportunities.
- Lead the preparation and delivery of accurate, competitive, technically compliant, and professional proposals, estimates, and responses to customer requests for global and domestic opportunities.
- Align proposal strategies with sales, operations, engineering, sourcing, commercial, and project execution objectives across greenfield, brownfield, migration, upgrade, and integration opportunities.
- Develop the compliant and highest-value solution through technical alternatives, value engineering, cost optimization, risk assessment, and effective use of internal and external resources.
- Deliver complete technical and commercial proposals on time, using approved systems, estimating tools, CPQ processes, and Standard Operating Procedures (SOPs).
- Continuously improve proposal quality, estimating accuracy, productivity, standardization, lessons learned, and knowledge of the Honeywell portfolio, market, and competition.
Responsibilities
Proposal Development & Bid Management
- Review RFQs, RFPs, ITBs, specifications, datasheets, P&IDs, customer standards, contract documents, and drawings to establish scope, compliance, assumptions, exclusions, risks, and technical gaps.
- Adhere to applicable SOPs, governance, approval, quality, and documentation requirements.
- Work with Business Development and Sales to develop the scope and solution strategy; participate in customer discussions, pre-bid meetings, proposal workshops, technical presentations, and site surveys when required.
- Prepare proposal plans defining resources, responsibilities, deliverables, milestones, and dates for all proposal contributors.
- Develop technical responses, compliance matrices, clarifications, qualifications, deviations, scope boundaries, architectures, material take-offs, BOQs, and cost estimates.
- Coordinate cross-functional inputs from Engineering, Projects, Procurement, Sourcing, Commercial, Finance, other Honeywell business units, OEMs, and third-party vendors.
- Ensure accurate tax, duty, logistics, travel, installation supervision, engineering, FAT, SAT, commissioning, training, documentation, and project management estimates.
- Support bid technical evaluations, commercial reviews, management reviews, EGAP preparation and online submission where applicable.
- Respond to post-proposal technical and commercial queries and update the proposal and estimate when required.
- Prepare booking and handover packages, communicate estimate basis, assumptions, risks, and commitments, and provide clarification support during project execution.
- Capture lessons learned and contribute to standardization, reusable content, estimating methods, and continuous improvement initiatives.
Solution Development & Estimation
- Develop proposals for TAS applications including truck, rail, marine, and pipeline loading or unloading; tank-farm automation; custody-transfer metering; additive injection; blending; inventory management; and terminal management systems.
- Develop proposals for Midstream applications including pipeline automation, pump stations, metering stations, RTU-based monitoring, and pipeline SCADA integration.
- Estimate ICSS scope including DCS, PLC, RTU, SCADA, ESD, remote I/O, Fire & Gas Systems, and third-party interfaces.
- Estimate TSI scope including CCTV, VMS, access and biometric control, PAGA, fire alarm, telecom infrastructure, LAN/WAN, ACS, fiber-optic networks, and integrated security management systems.
- Develop integrated architectures and interfaces across TAS, ICSS, TSI, central control rooms, enterprise systems, and third-party packages.
Cost Estimation & Engineering Deliverables
- Prepare cost estimates and BOQs for control systems, servers, workstations, networking, telecom, instrumentation, metering, tank gauging, valves, analyzers, field equipment, cabling, skids, and OEM packages.
- Estimate engineering, project management, FAT, SAT, installation supervision, commissioning, training, travel, documentation, logistics, taxes, and duties.
- Prepare and review instrument lists, I/O lists, assignment schedules, system and network architectures, security and telecom architectures, material take-offs, specifications, and technical proposal documents.
- Apply value engineering and cost optimization while preserving technical compliance, delivery feasibility, lifecycle value, and required margin.
Vendor, OEM & Commercial Support
- Identify third-party, buyout, and other-business-unit packages; prepare RFQs and technical inquiry packages.
- Obtain and evaluate technical and commercial offers for compliance, completeness, delivery, risk, and competitiveness.
- Support vendor selection, commercial comparisons, negotiation inputs, proposal risk assessment, and mitigation planning.
Key Deliverables
- Proposals and estimates captured in CPQ or approved estimating systems in accordance with SOPs.
- Complete technical and commercial proposals delivered within the stipulated schedule.
- Accurate and transparent cost estimates, BOQs, estimate basis, assumptions, exclusions, risks, and contingencies.
- Technically compliant and commercially competitive solutions, including optimized alternatives that improve customer value and proposal margin.
- Complete management-review and approval packages, including EGAP documentation where applicable.
- Complete booking and project handover packages following award.
Skills, Knowledge and Experience
| Skills | Knowledge | Experience |
• Expertise in Proposal and Estimation processes. • Strong analytical, organizational, planning, communication, presentation, and problem-resolution skills. • Commercial awareness, risk-based thinking, value engineering, cost optimization, and decision-making capability. • Ability to coordinate cross-functional stakeholders, resolve conflicts, set clear expectations, and drive timely closure. • Collaborative mindset and ability to work effectively with multicultural teams across different time zones. • Continuous-learning and process-improvement mindset, with interest in new technologies, products, releases, and competitor offerings. • Microsoft Office and business applications • Effective communication • Team Player | • TAS workflows: truck, rail, marine, pipeline, tank farm and terminal management • Flow metering, custody transfer, metering skids, tank gauging, field instrumentation, valves and analyzers • PLC, RTU, SCADA, DCS, SIS, ESD, Safety PLC, remote I/O and industrial networking • ICSS, Fire & Gas, CCTV, VMS, Access Control, PAGA, Fire Alarm, telecom and fiber networks • System integration, control-room and enterprise interfaces • Process parameters, cable estimation, materials of construction, skid engineering and applicable approvals or certifications • Honeywell portfolio knowledge preferred; understanding of competitor solutions and value propositions | • 5–10 years of experience in automation, instrumentation, control systems, estimation, proposal engineering, project engineering, or related industrial solutions • Experience delivering complete technical-commercial proposals in Industrial Automation, Oil & Gas, Terminal Automation, Process Automation, or similar industries • Hands-on experience reviewing specifications, developing architectures and BOQs, preparing estimates, and coordinating vendor quotations • Experience with global proposal organizations, customer discussions, and cross-functional teams preferred • Exposure to greenfield, brownfield, migration, upgrade, and integration projects preferred |
Qualifications
- Bachelor’s degree in Instrumentation, Instrumentation & Control, Electrical, Electronics or a related engineering discipline.