HDD and Directional Boring Project RFQ Form: Fields That Matter

Overview

A directional-drilling form should help the estimator understand the job before the first call.

It should not ask the buyer to design the bore.

Field 1: Company and project contact

Collect:

• company;
• estimator/project manager;
• email;
• phone.

Field 2: Project name and owner

Useful for bid tracking and public/private procurement.

Field 3: Project location

Collect:

• city/state/region;
• job address;
• corridor/intersection when appropriate.

Field 4: Project type

Options can include:

• telecom/fiber;
• electric;
• gas;
• water;
• sewer/force main;
• irrigation;
• casing;
• other utility;
• not sure.

Field 5: Crossing type

Useful choices:

• roadway;
• railroad;
• river/waterway;
• parking/industrial site;
• congested utility corridor;
• open field;
• other.

Field 6: Approximate bore footage

Allow Not sure.

Do not force a field estimate to become a design value.

Field 7: Carrier / conduit size and material

Optional fields can include:

• conduit/pipe size;
• material;
• casing requirement if known.

Field 8: Bid due date

One of the highest-value commercial fields for HDD contractors.

Ask:

When is your bid or quote due?

Field 9: Requested start / construction window

Use:

Anticipated construction date

rather than a confirmed crew schedule.

Field 10: Plans / specifications

Ask whether the buyer has:

Use the approved document-transfer process.

• civil plans;
• utility plans;
• bore profile;
• specifications;
• bid package;
• no files yet.

Field 11: Geotechnical / boring information

Ask whether boring logs or soil information exist.

The form should not interpret them.

Field 12: Grade / line criticality

Optional high-level context:

Let technical review determine final constraints.

• grade critical;
• target/manhole tie-in;
• gravity line;
• unknown.

Field 13: Site access

Ask whether the pit/rig area is:

• open;
• tight;
• urban;
• limited vehicle access;
• unknown.

Field 14: Existing utilities / overhead constraints

Ask for known conditions only.

Do not use the public form as a locate record.

Field 15: Wage / project requirements

Where relevant to the contractor:

• prevailing wage;
• union;
• public works;
• certified payroll;
• not sure.

Field 16: Notes

Prompt:

Describe the utility, crossing, approximate length, project schedule and any known site constraints.

What not to ask the buyer to decide

Do not make the public form determine:

Those belong to qualified estimating, engineering and field processes.

• final bore path;
• entry/exit angle;
• minimum bend radius;
• drilling forces;
• utility clearances;
• drilling-fluid design;
• rig/tool selection;
• permit applicability;
• locate status.

Should the form accept plans?

Yes, when the contractor has an approved technical document workflow.

Otherwise ask whether plans exist and collect them after first review.

Should the RFQ create a field job automatically?

No.

Use:

RFQ → estimating review → proposal/award → field project

A bid that is never awarded should not create field capacity or compliance records.

Confirmation message

Use:

Thanks. We received your HDD project request. Our team will review the location, utility/crossing scope, footage, bid timing and available plans and contact you about the next step.

Avoid:

Your bore is scheduled.

until estimating and operations have accepted the project.

Collect the bid context before the bore plan begins

A useful RFQ helps estimating move faster without pretending the technical job has already been designed.

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Questions businesses ask