Bid Package Review Checklist

Ensure your construction bids are accurate & compliant! Download our free Bid Package Review Checklist - a vital tool for contractors to minimize risk, avoid costly errors, and maximize project success. Construction bid review made easy!

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Bid Package Scope & Clarity

1 of 10

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

2 of 10

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

3 of 10

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

4 of 10

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

5 of 10

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

6 of 10

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

7 of 10

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

8 of 10

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

9 of 10

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

10 of 10

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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