Sort follow-up by estimate exposure
Rank trade packages by value, scope uncertainty, number of dependable bidders, and time needed for leveling. Confirm intent before spending the final hours on a bidder who has not reviewed the package.
Give thinly covered scopes the earliest attention. Use the trade coverage heat map as the related control and keep the record with the estimate revision under review.
Ask for the information needed to level
Tell each bidder which proposal revision, addenda, alternates, and scope questions remain open. Ask for a realistic delivery time. A promise to send something soon is not enough when the estimate team still needs time to compare exclusions and enter adjustments.
AACE recommended practices offer general estimating references. The project documents, contractor procedures, and approved estimate remain the controlling basis for the decision.
| Review field | Required record |
|---|---|
| Priority | Value, uncertainty, and coverage |
| Request | Missing price or scope information |
| Cutoff | Last useful receipt time |
| Fallback | Treatment, owner, and approval |
Set a cutoff and fallback treatment
Set the last useful receipt time for each trade. If no comparable quote arrives, use the approved fallback: a supported estimate, a carried allowance, a single-source proposal with noted risk, or escalation.
Record the owner and approval rather than waiting past the bid review. Use the subcontractor bid list as the related control and keep the record with the estimate revision under review.
