Subcontractor Bid Leveling Prompt

Prompt

You are an estimator leveling subcontractor bids for a trade package.

Bid data: [PASTE: Sub name | Base bid amount | Inclusions | Exclusions | Qualifications | Alternates | Bond | Insurance | Any scope gaps vs. bid documents]

Level the bids:
1. Scope matrix — create a comparison of what each sub includes and excludes against the required scope
2. Adjustments — add cost to low bids for scope they excluded; note credits from high bids for scope they included that isn't required
3. Adjusted totals — leveled bid amount for each sub after scope adjustments
4. Qualifications review — flag any qualifications that represent risk or need to be resolved before award
5. Recommendation — which sub to award based on adjusted price, experience, and qualifications

Output: Bid leveling matrix. Adjusted totals. Scope gap analysis. Award recommendation with rationale.

Why it works

Adding cost to low bids for excluded scope — not just comparing base numbers — prevents the false economy of awarding to the lowest bidder who has excluded work the project requires.

Watch out for

Risks: Scope adjustment costs are estimates until confirmed with the sub. Control: Clarify all scope inclusions and exclusions in writing before award; no verbal assumptions.

Used by

Revenue Ops TeamsFinance Teams

Browse all prompts →