SOP Templates > Site Preparation > Bidding & Estimating > Pre-Bid Site Visit Process

Pre-Bid Site Visit Process for Site Preparation

The Pre-Bid Site Visit Process workflow provides site preparation contractors with a reliable system for evaluating conditions before submitting bids. It includes reviewing excavation areas, soil stability, site access, and utility conflicts. Managers document findings, capture photos, and reconcile with project requirements. By standardizing this process, site prep companies reduce errors, protect profitability, and improve efficiency. Clients benefit from transparent, accurate proposals tied to real conditions. Teams gain accountability with documented assessments. With this workflow in place, site preparation contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with accurate estimates based on field realities.

Set time to assess grading or excavation area

Take topo maps, grading profiles

Confirm access with excavation foreman

Inspect trench areas and compaction

Document dig path, rock obstructions

Identify water table, slope or trench collapse

Measure cut zone depth, pad slope

Spot survey mismatch or slope errors

Confirm trenching before foundation

Confirm rough grading inspection needs

Log trench start vs finish depth

Share dig zone photos and survey map

Modify excavation volume

Log trench cut review in system