A request-for-proposal workspace for owners and general contractors selecting trades or general contractors — covering bid leveling, scope drawings, subcontractor qualification, schedule comparison, and an AI Bid-Leveling Agent that flags missing scope and inconsistent exclusions in Taskade.
What's Included
- Scope Document Database: Drawings, specifications, and addenda versioned with bidder-question logs.
- Bid Leveling Table: Side-by-side line-item bids with normalized units and an exclusions column.
- AI Bid-Leveling Agent: Reads each bid and flags scope items missing from one bid but present in others.
- Sub Qualification Tracker: Insurance, bonding, prior-project, and safety record per bidder.
- Schedule Comparison: Gantt view of each bidder's proposed schedule with critical-path comparison.
Why This Template Wins
- Apples-to-apples bid leveling: Construction bids hide profit in inclusion gaps. The agent surfaces those gaps before award.
- Sub qualification visible: Insurance lapses and bond gaps flagged before the contract — not at the project kickoff.
- Schedule realism scored: Side-by-side critical-path comparison forces bidders to defend optimistic schedules.
How to Use
- Clone this template into your Taskade workspace.
- Customize the scope document set and line-item structure for your trade package.
- Connect Procore, DocuSign, your file storage.
- Train the AI Bid-Leveling Agent on your project's scope.
- Set up automation triggers for bidder-question routing and award notifications.
FAQ
Does this work for public-bid projects with prevailing-wage requirements?
Yes. The compliance language library includes Davis-Bacon, state prevailing wage, and DBE participation language. Customize per jurisdiction.
Can the agent flag bid bond and insurance gaps?
Yes. Train the agent on your insurance minimums, bond requirements, and certification thresholds. It flags any bidder missing documentation before the panel scores qualifications.
What plan supports a multi-trade package RFP?
Pro ($16/mo annual) handles a full trade package. Business ($40/mo) adds the audit-log retention construction owners typically require.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Project Management Templates. Browse construction apps in the Community Gallery.