Trade Scope Leveling Meeting Before Award

Prepare a focused comparison

Send the current scope checklist, drawings, specifications, addenda, schedule milestones, logistics constraints, and open questions to the meeting owner. Mark differences among proposals before the call.

Do not disclose another bidder confidential commercial information. Build the agenda from the bid leveling process and rank questions by scope, schedule, and cost consequence.

Separate confirmation from negotiation

Confirm inclusions, exclusions, quantities, materials, interfaces, supervision, equipment, temporary work, testing, cleanup, tax, freight, bonds, insurance, alternates, and unit prices. Record the bidder response and whether a formal revised proposal is required. Meeting notes should not silently amend the offer.

AGC publishes material on construction contracts, but project obligations depend on the actual documents and authorized review. Route contractual uncertainty to the responsible commercial or legal reviewer.

Close actions before recommendation

Read back decisions, identify open actions, assign owners, and set deadlines. Request written clarification where the bid record needs it. Update the leveling sheet only after the supporting response is retained.

Move the confirmed comparison into the subcontractor scope sheet. The final record should distinguish resolved scope, pending exceptions, estimator adjustments, and the authorized recommendation.

Frequently asked questions