Capture exclusions in bidder language
Record every stated exclusion, qualification, allowance, and owner-furnished item with its proposal page or section. Keep the original wording available.
A short normalized label helps comparison, but it should never replace the bidder record. Start with the subcontractor bid recap so proposal revision, base amount, alternates, and commercial conditions stay tied to the scope review.
Map each exclusion to the common scope
Assign the excluded work to the relevant scope line and determine whether another bidder includes it, another trade carries it, the contractor will self-perform it, or the estimate needs an adjustment. Distinguish a true exclusion from a clarification that limits means, sequence, or quantity. AGC resources on construction contracts can inform general review, but only the project documents and authorized reviewers determine contractual responsibility.
| Field | Purpose |
|---|---|
| Bidder wording | Preserve the offered terms |
| Common scope line | Compare the same obligation |
| Estimate adjustment | Show evaluated cost separately |
| Resolution | Owner and written confirmation |
Show adjustments without changing the offer
Add estimate-side scope adjustments in separate columns. State the basis and source for each adjustment, and do not edit the bidder amount. This keeps the proposed price intact while showing the evaluated cost of reaching the common scope.
Carry unresolved items into the quote leveling checklist. The recommendation should show which exceptions remain, who owns them, and whether written bidder confirmation is still required.
