14 Articles

Bid Intake & Preconstruction

Master the bidding process from ITB review to bid submission. Learn how to quickly evaluate opportunities, capture scope accurately, and win more profitable work.

Questions This Topic Covers

1

How do I quickly evaluate if a bid is worth pursuing?

2

What should I look for in bid documents?

3

How do I write clarifications that win jobs?

4

What are common bid gotchas to watch for?

5

How do I build a scope sheet from specifications?

Articles

MEPProject Management+2

How to Track Scope Creep Before It Hits Your Profit

Identify and document scope creep as it happens so you can recover costs or stop the bleeding before project margins disappear.

Jan 9, 20266 min read
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MEPProject Management+2

From Award to Kickoff: Turning a Bid Into an Execution Plan

A systematic handoff process from preconstruction to project management that ensures nothing gets lost between winning the job and starting work.

Nov 3, 20255 min read
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MEPContracts+2

Scope Gaps: The Most Expensive Small Miss in Construction

Understand how scope gaps form between trades and learn to identify and prevent them before they become costly disputes.

Oct 29, 20255 min read
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MEPPreconstruction+2

Bid Review SOP: Standardize Quality Across Estimators

Create a standard operating procedure for bid reviews that ensures consistent quality regardless of which estimator handles the project.

Oct 21, 20255 min read
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MEPPreconstruction+2

Comparing Revisions: A Practical Guide to Addendum Control

Master the process of comparing document revisions across addenda to catch scope changes before they become expensive surprises.

Oct 14, 20256 min read
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MEPPreconstruction+2

Estimating from Addenda: What Changed and Why It Matters

Learn how to efficiently process addenda and update your estimates without missing critical changes that affect your bid.

Oct 7, 20255 min read
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EstimatingPricing+3

Pricing Strategy: When to Be Aggressive vs. Conservative

Learn how to adjust your pricing strategy based on project characteristics, competitive landscape, and your company's current needs.

Oct 1, 20256 min read
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MEPPreconstruction+2

Inclusions vs Exclusions: The Subcontractor Playbook + Templates

A complete guide to writing clear inclusions and exclusions lists that protect your scope and prevent disputes on construction projects.

Sep 30, 20256 min read
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MEPPreconstruction+2

Clarifications That Win Jobs (and Protect Margin)

Learn how to write bid clarifications that differentiate your proposal, protect your margin, and show GCs you understand the project.

Sep 23, 20255 min read
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MEPPreconstruction+2

Alternates, Allowances, Unit Prices: How AI Helps You Price With Confidence

Master the pricing of alternates, allowances, and unit prices in construction bids with practical strategies and AI-assisted analysis.

Sep 16, 20255 min read
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MEPPreconstruction+2

The Gotchas Checklist: Hidden Requirements AI Should Flag Every Time

A checklist of commonly missed requirements in bid documents that AI can help you catch before they become expensive surprises.

Sep 9, 20255 min read
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MEPPreconstruction+2

How to Build a Scope Sheet From Specs + Drawings in Under an Hour

A practical workflow for extracting scope items from specs and drawings to create a complete scope sheet faster than manual methods.

Sep 2, 20255 min read
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MEPPreconstruction+3

The 10-Minute Bid Package Triage Using AI

Learn how to quickly assess bid packages and decide which opportunities are worth your team's time using a structured AI-assisted triage process.

Aug 22, 20255 min read
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MEPPreconstruction+2

Turn an ITB Into a Bid Checklist (Without Missing a Deadline)

Extract every requirement from an invitation to bid and build a complete checklist so nothing falls through the cracks on bid day.

Aug 15, 20255 min read
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Why Bid Intake & Preconstruction Matters

Your bid intake process directly impacts profitability:

  • Opportunity selection: Pursuing the wrong projects wastes estimating resources and can trap you in unprofitable contracts
  • Scope accuracy: Missing scope in bid review leads to cost overruns or change order disputes
  • Competitive positioning: Thorough bid review enables competitive pricing while protecting margins
  • Risk identification: Early identification of contract risks allows informed go/no-go decisions

The difference between profitable and unprofitable projects often traces back to the bid intake process.

Key Concepts

The Bid Triage Decision

Not every ITB deserves a full bid effort. Effective triage in the first 10-30 minutes separates opportunities worth pursuing from those that will waste resources.

Quick triage criteria:

1. Is this our type of project? (Size, location, building type)

2. Do we have capacity during the construction window?

3. Is the GC or owner someone we want to work with?

4. Are the bid terms acceptable?

5. Is the timeline realistic for bid preparation?

A "no" to any of these should trigger careful consideration before investing estimating time.

Division 01: The Hidden Scope

Division 01 (General Requirements) contains project-wide requirements that affect every trade. Missing these is a common source of cost overruns.

Key Division 01 sections to review:

  • Section 01 10 00: Summary (project description, work restrictions)
  • Section 01 25 00: Substitution Procedures
  • Section 01 31 00: Project Management (meetings, reporting)
  • Section 01 33 00: Submittal Procedures
  • Section 01 45 00: Quality Control
  • Section 01 77 00: Closeout Procedures

Each may contain requirements that affect your labor, materials, or schedule.

Scope Capture: Building the Scope Sheet

A scope sheet is a comprehensive list of what's included and excluded in your bid. It serves as:

  • The basis for your estimate
  • Documentation for clarifications
  • Protection against scope disputes
  • Reference for change order evaluation

Effective scope sheet structure:

1. Work included (by system or area)

2. Work explicitly excluded

3. Assumptions made

4. Allowances included

5. Alternates priced

6. Questions/clarifications needed

Clarifications That Win Jobs

Well-crafted clarifications demonstrate professionalism and protect your bid. They should:

  • Reference specific specification sections or drawing details
  • Ask specific, answerable questions
  • Propose solutions when appropriate
  • Identify potential issues without criticizing the design

Example - Weak clarification:

"The electrical specs are confusing. Please clarify."

Example - Strong clarification:

"Section 26 05 00 paragraph 3.2.1 requires EMT in accessible areas, while detail E-14 shows rigid conduit. Please confirm which conduit type is required for the first-floor corridors."

How to Get Started

1

Step 1: Initial Document Review (30 min)

Quick review to decide if bid deserves full effort:

  • Read the invitation letter completely
  • Scan the specification table of contents
  • Check Division 01 for unusual requirements
  • Review key contract terms (insurance, retainage, payment terms)
  • Note the bid date and any mandatory requirements

Decision: Pursue, decline, or get more information?

2

Step 2: Deep Specification Review

For bids you're pursuing, thorough spec review:

  • Read your trade-specific divisions completely
  • Cross-reference related divisions
  • Note all references to other specifications
  • Identify any performance requirements
  • Document submittal requirements

Build your scope sheet as you go.

3

Step 3: Drawing Coordination

Verify specifications against drawings:

  • Do drawings match specified equipment?
  • Are quantities consistent?
  • Are there conflicts between architectural and MEP drawings?
  • Are details provided for all specified work?

Document discrepancies for clarification.

4

Step 4: Clarification and Bid Assembly

Before final bid:

  • Submit all clarifications with sufficient time for response
  • Review any addenda issued
  • Finalize inclusions and exclusions
  • Complete bid form requirements
  • Have a second person review the bid before submission

Common Mistakes to Avoid

Bidding every project that comes in—this spreads resources thin and leads to mistakes

Skipping Division 01—these general requirements often contain costly requirements

Assuming drawings and specifications agree—always verify and document discrepancies

Waiting too long to submit clarifications—late questions may not get answers before bid date

Vague inclusions and exclusions—be specific about what is and isn't in your bid

Not reading addenda thoroughly—these can significantly change scope

Rushing the final bid review—mistakes often happen in the last hour before submission

Frequently Asked Questions

How long should bid triage take?

10-30 minutes is typically sufficient for an initial go/no-go decision. The goal is to identify obvious deal-breakers without investing full estimating resources. If you can't decide in 30 minutes, schedule a brief discussion with others who can help make the call.

What if I find a major problem after I've already started the bid?

It's better to stop early than submit a bad bid. If you discover issues that make the project undesirable (problematic owner, unrealistic schedule, problematic contract terms), don't feel obligated to finish just because you started. The sunk cost of partial bid preparation is less than the cost of a bad project.

How do I handle bid invitations from unknown GCs?

Research them before investing significant time. Check references, look for online reviews, verify their bonding capacity, and ask other subs about their experience. A few phone calls can prevent major problems.

Should I always submit clarifications, even for clear documents?

Yes, clarifications serve multiple purposes: they demonstrate thoroughness, create documentation, and sometimes reveal issues the design team hadn't considered. Even well-prepared documents benefit from thoughtful clarifications.

Key Takeaways

  • Quick triage (10-30 min) prevents wasting resources on wrong projects
  • Division 01 contains project-wide requirements that affect every trade—never skip it
  • Build your scope sheet as you review, not after
  • Clarifications demonstrate professionalism and protect your bid
  • Verify specifications against drawings—they don't always match
  • Allow time for addenda review before bid date
  • Have a second person review before submission

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