Freeze the proposal record
Save the received proposal, revision, timestamp, addenda acknowledgement, alternates, unit prices, clarifications, and attachments. Give every bidder a separate column and keep the quoted amount distinct from estimator adjustments.
A late revision should supersede the prior offer without deleting it. Start with the subcontractor quote record and confirm that the recap uses the same current proposals and scope checklist.
Level scope without rewriting bids
Compare inclusions, exclusions, quantities, materials, labor, equipment, taxes, freight, bonds, insurance, schedule, and interface responsibilities. Enter a clearly labeled adjustment when a bidder omits a required item. Cite the estimate source for the adjustment and show whether it is additive or deductive.
AGC resources on contractor qualifications illustrate the breadth of information construction teams evaluate. Price is one input. The contractor should apply its own qualification, safety, capacity, and commercial review.
Preserve recommendation and approval
Show the leveled total beside the quoted total, list unresolved exceptions, and explain the recommendation in project terms. A higher quoted proposal may be the better comparison after scope and schedule are aligned. Do not imply award or commitment before the authorized decision.
Carry the selected treatment into the bid day estimate review and retain the approver, date, conditions, and follow-up owner. Reconcile the recap total with the estimate before release.
| Record | Required detail |
|---|---|
| Proposal | Bidder, revision, receipt time |
| Scope | Inclusions, exclusions, interfaces |
| Adjustment | Amount, reason, estimate source |
| Recommendation | Basis, exceptions, approver |
