← All playbooks
📦
Document
Preconstruction

Tender Package

One trade's tender package, built to bring back unqualified, comparable bids.

A tender package that protects you: bids come back unqualified, complete and comparable. Built for one trade, ready to issue to bidders.

What you get

  • Key information – Validity, bid security, insurance, holdback, liquidated damages and the rest of the tender terms, each traced to the clause or section it came from.
  • Scope of work – Your Division 01 general requirements plus the project’s own trade scope, written from its drawings and specs.
  • Tender documents – The actual drawings, specifications, reports and addenda, listed.
  • Tender form – Pricing appendices for alternates, itemized, separate and unit prices, labour classifications and long-lead items, with exclusions kept to Appendix 10.
  • Schedule, logistics and risk – Milestones, site logistics, insurance, bonding, safety and the subcontract reference.

How it works

  1. The agent agrees the trade package with you – the trade, the package number, and supply and install, supply only or install only.
  2. It finds the tender terms in the contract, Division 00, supplementary conditions, specs and schedule, and shows you each one with its source.
  3. It asks you for anything it couldn’t find. Terms you leave open stay as bracketed placeholders.
  4. It writes the trade scope and shows it to you for changes before assembling the package.
  5. It builds the package, then reports the closing date, the open placeholders and the prices the tender form asks for.

Try asking

  • Build the tender package for electrical, supply and install. Closing is the 14th at 2 pm.
  • Put together package 09A for drywall and acoustic ceilings. Ask for unit rates on bulkheads.
  • What tender terms can you find in the supplementary conditions for the mechanical package?
Details
Output
Document
Category
Preconstruction
Builds
Tender package with tender form
Reads
Contract, Division 00 and 01, specifications, drawings, schedule, site logistics plan
Learns from
79 example files – package sections and trade scopes

See more playbooks

Estimates, scopes, reviews and logs – built the way your team builds them.

All playbooks