Bid Proposal Creation for Site Preparation
The Bid Proposal Creation workflow provides site preparation contractors with a structured method for preparing competitive proposals. It covers describing excavation scope, equipment, labor, schedules, and compliance standards. Managers review accuracy, verify budgets, and ensure profitability. By following this workflow, site prep companies reduce errors, improve efficiency, and protect margins. Clients benefit from transparent proposals that clarify scope and expectations. Teams gain accountability with documented approvals. With this workflow in place, site preparation contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably while improving bid success through accurate, professional submissions.
Review the final estimate and scope of work
Confirm bid requirements from the client (format, delivery method, inclusions)
Draft the proposal document using a standard template
Clearly outline scope of work, exclusions, and assumptions
Include a detailed breakdown of pricing or lump sum total as required
Add project schedule, milestones, and expected start date
Attach required documents (licenses, insurance, references, etc.)
Include terms and conditions, payment schedule, and warranty info
Review proposal internally for accuracy and completeness
Format and proofread for professionalism and clarity
Submit bid via email, portal, or sealed delivery based on client instructions
Confirm receipt with the client or GC
Log the bid submission in tracking system
Follow up before or after bid deadline to check status or answer questions
Review the final estimate and scope of work
Confirm bid requirements from the client (format, delivery method, inclusions)
Draft the proposal document using a standard template
Clearly outline scope of work, exclusions, and assumptions
Include a detailed breakdown of pricing or lump sum total as required
Add project schedule, milestones, and expected start date
Attach required documents (licenses, insurance, references, etc.)
Include terms and conditions, payment schedule, and warranty info
Review proposal internally for accuracy and completeness
Format and proofread for professionalism and clarity
Submit bid via email, portal, or sealed delivery based on client instructions
Confirm receipt with the client or GC
Log the bid submission in tracking system
Follow up before or after bid deadline to check status or answer questions
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.