Bid Package Review Checklist
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Bid Package Scope & Clarity
Ensures the scope of work is clearly defined, accurate, and unambiguous to ensure fair and comparable bids.
Project Description Summary
Scope of Work - Detailed Review
Estimated Project Duration (Days/Weeks)
Contract Type (e.g., Lump Sum, Cost Plus, Unit Price)
Areas of Scope Included?
Assumed Site Conditions Notes (if any)
Potential Scope Gaps or Ambiguities Identified
Contract Documents Review
Covers review of all contractual agreements, specifications, and general conditions.
Review General Conditions (Document Number):
Contract Duration (in days/weeks/months):
Contract Type (e.g., Lump Sum, Cost-Plus, Unit Price):
Substantial Completion Date:
Upload Signed Contract (if available):
Note any discrepancies or ambiguities in contract language:
Technical Specifications
Focuses on the technical details of materials, methods, and performance requirements.
Material Quality Standards Description
Specified Concrete Strength (PSI)
Required Testing & Inspections
Attach Material Safety Data Sheets (MSDS)
Acceptable Brand/Manufacturer List Compliance
Minimum Paint Thickness (Mils)
Specific Installation Procedures or Details
Drawings & Plans
Verification of accuracy, completeness, and coordination of all drawings.
Architectural Drawings - Review for Completeness
Structural Drawings - Review for Completeness
Drawing Revision Numbers - Verified Against Latest Set?
Note any discrepancies or conflicts between drawings.
Are all disciplines coordinated? (Architectural, Structural, MEP)
Are all dimensions consistent across disciplines?
Describe any inconsistencies or areas of concern noted in the drawings.
Permitting & Regulatory Compliance
Addresses permits, codes, and regulations relevant to the project.
Identify Required Permits
Permit Research Notes
Estimated Permit Fees
Estimated Permit Application Submission Date
Estimated Permit Approval Date
Relevant Codes & Regulations
Supporting Documentation (e.g., Code Books, Regulatory Info)
Cost & Schedule Considerations
Evaluates potential cost implications and scheduling risks associated with the bid package.
Estimated Labor Cost
Estimated Material Cost
Estimated Subcontractor Costs
Contingency Allowance (Percentage)
Project Start Date (Estimated)
Project Completion Date (Estimated)
Duration of Bid Package (Days/Weeks)
Potential Schedule Risks & Mitigation Strategies
Payment Terms (Review & Adequacy)
Bidder Qualifications & Resources
Assesses the bidder’s capabilities to execute the work as defined in the bid package.
Years of Experience in Similar Projects
Relevant Certifications (Select all that apply)
Brief Project History (Relevant Projects)
Proof of License & Insurance
Number of Employees Dedicated to this Project
Project Manager’s Qualifications (Based on Years of Experience)
Description of Equipment Available for Project
Bid Form & Instructions
Verifies clarity and completeness of the bid form and instructions for bidders.
Bid Package Title Verification
Instructions for Submission Clarity
Bid Due Date Verification
Bid Form Completeness (All Sections Present)
License/Certification Verification Included?
Sample Bid Form (for Review)
Insurance & Bonding Requirements
Confirms the appropriate insurance and bonding requirements are specified.
Workers' Compensation Insurance Limit (per accident)
Employers Liability Insurance Limit (per accident)
General Liability Insurance Limit (per occurrence)
Automobile Liability Insurance Limit (per occurrence)
Bond Type Required
Bid Bond Amount (Percentage of Bid)
Performance Bond Amount (Percentage of Contract)
Payment Bond Amount (Percentage of Contract)
Special Insurance Requirements/Notes
Insurance Certificate Upload (for reference)
Sustainability & Environmental Considerations
Evaluates the inclusion of sustainability goals and environmental requirements.
Are LEED or other green building standards required?
Which of the following sustainable materials are encouraged/required?
Required percentage of recycled content (if applicable)
Describe any specific waste management plan requirements.
Does the project include requirements for erosion and sediment control?
Are there specific requirements for protecting existing vegetation or wildlife?
Upload any environmental impact assessment documentation (if applicable).
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