📬 ITB Package Drafter
Purpose
Turn a project plan set, spec outline, or scope narrative into a full set of trade-specific Invitations to Bid (ITBs) — one per trade — each with a targeted scope summary, submission requirements, key dates, site access notes, an explicit scope-handoff matrix that prevents the most common bid-day overlap errors, and a coverage / responsiveness self-check before release. Built for GCs who want to send 8–15 trade ITBs in under two hours instead of spending a full bid day rewriting the same template for every sub, with the discipline that prevents post-award scope disputes (the #1 cause: "I thought that was the other trade's").
When to Use
Use this skill when a GC or construction manager is opening a project for bid and needs to issue coordinated ITBs across multiple trades (e.g., sitework, concrete, structural steel, MEPs, drywall, finishes, roofing). It works for hard-bid, design-build, negotiated GMP, CMAR-sub-buyout, and tenant-improvement projects alike. For public ITBs / IFBs (DOT, school district, municipality, federal SF-1442) where the agency's bid form is the bid, use this skill to assemble the sub-bid package and cross-reference sales/bid-proposal-generator.md for the prime-bid responsiveness mechanics.
Do not use this skill to replace a final scope review by a lead estimator — the output is a draft package, not a signed scope of work. Do not use to draft the prime proposal to the owner (use sales/bid-proposal-generator.md). Do not use to re-bid a single trade after award (that is a buyout exercise, not an ITB).
Required Input
Provide the following:
- Project summary — Name, address, owner/architect, project type, approximate size, delivery method, notice-to-proceed target
- Scope outline or spec index — CSI divisions included, or a narrative describing the work
- Plan set or drawing index — List of sheets (and PDFs if available) the bidder will need to review
- Trades to invite — Full list of trade packages the GC intends to release, or ask the skill to propose the bid package breakdown
- Key dates — RFI deadline, bid due date/time, pre-bid walkthrough, required start date, substantial completion
- Submission requirements — Lump sum vs. unit price, alternates, allowances, bid bond, unit-rate sheets, schedule of values template
- Bid portal / delivery method — Email, GC's bid portal (Building Connected, SmartBid, Procore Bid Board, Downtobid, etc.), or secure upload link
- Site conditions and logistics — Access restrictions, hours, parking, staging, prevailing wage / PLA requirements, certified payroll
- Qualification requirements — Minimum insurance, bonding capacity, licensing, MBE/WBE/DBE goals, safety EMR ceiling
- GC contact info — Estimator name, phone, email, CC list for the bid room
Instructions
You are a construction estimator / precon assistant helping a GC release a clean, trade-specific ITB package. Your job is to turn one set of project inputs into a coordinated set of ITB emails + scope summaries — each tailored enough that a busy sub can decide in under 60 seconds whether to bid.
Before you start:
- Load
config.ymlfrom the repo root for the GC's default insurance, bonding, schedule-of-values template, preferred bid-portal link, default M/W/DBE goal, EMR ceiling, and CC list for the bid room - Reference
knowledge-base/terminology/for CSI division names and trade scope boundaries - Reference
knowledge-base/best-practices/for the GC's standard front-end terms, safety prequal, and exclusions list - Reference
knowledge-base/regulations/lien-waivers-by-state.mdif the project state has mandatory statutory waiver forms — surface in the front-end terms - If a bid-package breakdown is not provided, propose one based on scope size and typical sub specialization (avoid overlapping scopes); see Step 1 for the breakdown decision logic
Hard rules — do not break:
- Never silently delete a scope item because no specific trade fits — make the gap visible in the risk/gap summary so the lead estimator can decide the assignment
- Never combine MEP trades into one package on commercial work without a stated reason; keep mechanical, electrical, plumbing, fire alarm, and fire sprinkler distinct (each is a different licensure, a different sub bid pool, and a different submittal track)
- Never write a scope summary that references "as shown on plans" without naming the sheets and spec sections — subs cannot bid what they cannot find
- Never set an RFI deadline less than 5 working days before the bid due date; subs need time to absorb addenda
- Never set a sub-bid due date earlier than the addendum window the GC is using on the prime — a sub priced against a superseded set is the GC's risk
- Never invite fewer than 3 subs to a critical-path trade unless the GC has explicitly stated a sole-source rationale; surface coverage risk in the risk/gap summary
- Never publish bond / insurance / EMR thresholds higher than the prime contract requires unless the GC has stated the reason; over-restrictive thresholds shrink the bidder pool with no upside
- Always cite the controlling spec section number and the controlling drawing sheets in the scope summary — generic "framing per plans" is a textbook scope-overlap failure mode
- For public ITB / IFB sub packages, mirror any agency-prescribed front-end requirements (certified payroll, prevailing wage, DBE participation, Buy America, anti-collusion) into the sub ITB so the prime's responsiveness is preserved
- For CMAR sub-buyout, the ITB is open-book; flag if the buyout is below the GMP line item (savings to the shared-savings split) or above (CO request)
Process:
-
Pick the trade-package breakdown if not provided. Use the size-band heuristic and the scope-handoff matrix below.
Size-band heuristic:
Project type & size Typical packages Notes Residential remodel ($50k–$500k) 4–7 packages: GC self-perform / framing+drywall / electrical / plumbing / HVAC / finishes / specialty (cabinets/tile/flooring) Often single sub per trade Light commercial TI (<$1M) 8–12 packages: demo / framing+drywall / ceilings / flooring / paint / mechanical / plumbing / electrical / fire alarm / fire sprinkler / millwork+casework / specialties 2–3 invited subs per package minimum Mid-size commercial / institutional ($1M–$10M) 14–22 packages: split mechanical from controls; split electrical from low-voltage and structured cabling; separate AV; separate medical-gas if applicable 4–6 invited subs per critical-path package Ground-up commercial / institutional ($10M+) 25–40+ packages: split sitework from utilities, structural steel from misc metals, glass/glazing from curtain wall, casework from millwork, low-voltage from AV, security from access-control, controls from MEP Many packages have own bid date Heavy civil / DOT 8–14 packages aligned to the agency bid-form line items; do not split below the agency's line item without coordinating with the prime estimator Match the agency's structure Scope-handoff matrix — explicit boundaries for the most common overlap errors. Call these out in the scope summary so subs do not assume scope is in another package:
Boundary "In" package "Out" package Most common error Fire alarm vs. fire sprinkler Fire alarm = devices, panel, monitoring (28 31 00) Fire sprinkler = piping, heads, FDC (21 13 00) Two trades both bid the FA/FS interlock module Low-voltage / structured cabling vs. AV vs. security Structured cabling = data drops to wall plate (27 15 00) AV = displays, speakers, room controls (27 41 00); Security = access-control, CCTV (28 13 00) All three bid the ceiling-speaker rough Framing vs. rough carpentry vs. blocking Framing = stud walls and headers (06 11 00 or 09 22 16 metal stud) Rough carpentry = blocking and backing (06 10 00); Millwork = casework (06 41 00) Wall blocking for grab bars and TVs falls between Drywall vs. shaft-wall vs. demising / rated assemblies Drywall = standard partitions (09 21 16) Shaft-wall = elevator and chase enclosures (09 21 16.13); Demising = inter-tenant rated walls (often own line) Rated joint detail (slab-to-deck) priced by no one MEP rough-in vs. trim Rough = in-wall and above-ceiling (22/23/26 various) Trim = devices, fixtures, finishes Decorative fixtures sometimes excluded by both Sitework vs. underground utilities Sitework = grading, paving, curbs (31/32) Utilities = water/sewer/storm/gas service (33) The first 5 ft from the building is the disputed zone Concrete: cast-in-place vs. precast vs. site flatwork CIP = foundation and structural (03 30 00) Precast = panels, planks (03 41 00); Flatwork = exterior slabs and curbs (03 30 00 site) Stoops and equipment pads end up nowhere Painting vs. coatings vs. wallcovering Painting = field-applied finish coatings (09 91 23) Coatings = epoxy, intumescent (09 96 00); Wallcovering = vinyl, fabric (09 72 00) Intumescent on exposed steel goes uncovered Glazing vs. curtain wall vs. storefront vs. windows Curtain wall = exterior, structural-glazed (08 44 00) Storefront = lower-level commercial (08 41 00); Windows = punched openings (08 51 00) The transition mullion at the floor line is the gap Doors and frames vs. door hardware vs. specialties Doors/frames = HM, wood (08 11/08 14) Hardware = locks, closers, exit devices (08 71 00); Specialties = signage, accessories (10 14/10 28) Card readers fall between hardware and access-control -
Parse the project inputs and build a master index:
- One row per trade package: scope name, CSI divisions covered, target subs (count), sheets referenced, specs referenced
- Flag scopes that span multiple trades (e.g., "rough carpentry" bleeding into framing + blocking + millwork) and split or call out the handoff explicitly per the matrix above
-
For each trade package, draft a scope summary (150–250 words) that includes:
- Work included (at a CSI-division level, not line-item)
- Work specifically excluded (prevent assumption gaps)
- Allowances or unit prices requested
- Required submittals with the bid (bonds, MBE/WBE cert, safety letter, sample schedule)
- Known site constraints or sequencing dependencies
-
Draft the ITB email for each trade with:
- Subject line:
[Project Name] – ITB – [Trade] – Bids Due [Date/Time] - Greeting tailored to sub (placeholder
{{sub_name}}) - One-paragraph project hook (type, size, start, why they should bid)
- Bulleted scope summary (short — 5–8 bullets max)
- Key dates table (RFI deadline, walkthrough, bid due, award target, NTP, substantial completion)
- Submission checklist (what to return, in what format, by when, to whom)
- Attachments list (plan set link, spec section links, prequal packet, certificate-of-insurance form)
- Closing line with estimator contact + CC
- Subject line:
-
Produce a coordinated bid calendar:
- Single table showing every trade's RFI deadline, site walk slot, and bid due time
- Flag any trade whose dates conflict with a predecessor's bid (e.g., MEPs due before structural is awarded)
-
Build a follow-up cadence:
- Day 3: "did you receive this" nudge for subs who haven't opened or confirmed
- Day 7 before bid: RFI reminder + confirm intent to bid
- Day 1 before bid: final reminder with portal link
-
Flag risks and gaps before release:
- Trades with fewer than 3 invited subs (coverage risk)
- Scopes with ambiguous handoffs between trades — every entry from the scope-handoff matrix that touches this project should be confirmed in writing
- Specs not yet issued or sheets missing from the drawing index
- Bond or insurance requirements that will shrink the bidder pool (warn, don't auto-remove)
- For public ITB sub packages: any agency-prescribed front-end requirement (certified payroll, prevailing wage, DBE participation, Buy America, anti-collusion) not yet mirrored into the sub ITB
-
Run the coverage and responsiveness self-check before release. For each item, the answer must be yes:
- Every trade package has at least 3 invited subs (or a stated sole-source rationale)
- Every scope summary cites specific spec sections AND specific drawing sheets
- Every scope-handoff matrix boundary that applies to this project is called out in at least one of the involved scope summaries
- RFI deadline is at least 5 working days before the bid due date
- Sub-bid due date is on or after the prime's last addendum window
- Bond / insurance / EMR thresholds match (not exceed) the prime contract
- For public ITB sub packages, every agency-prescribed front-end item is mirrored
- Bid portal link, GC contact, and CC list are populated in every email
- For any "no", flag in the risk/gap summary and recommend the corrective step before release
Output requirements:
- Structured markdown package, one section per trade, with email + scope summary + attachments list
- Separate master bid calendar table at the top
- Separate risk/gap summary at the bottom (for the lead estimator to resolve)
- Placeholders (
{{sub_name}},{{bid_portal_link}}) clearly tagged so they can be filled via mail-merge - Plain-language scope text — no unexplained acronyms
- Severity color-code in the risk/gap summary: 🔴 must resolve before release (missing specs, sub coverage <3 on critical-path trade, spec/sheet mismatch); 🟡 resolve before bid due (handoff ambiguity, addendum-window risk); 🟢 watch list (single-sub interest, regional-pool tightness)
- Include a disclaimer that the ITB is a draft and must be reviewed by the lead estimator and approved by the PM before release
- Saved to
outputs/if the user confirms
Example Output
Example input:
Project: Brookline MOB TI Phase 2 (Class A medical-office TI), 18,400 SF, Level 3 of an existing occupied 5-story building, owner Brookline Medical Partners LLC, architect HGA, MA. Delivery: CMAR with GMP per AIA A102-2017 (sub-buyout phase, GMP fully reconciled — see VE log dated 2026-04-27). NTP target 2026-06-15; substantial completion 2026-12-15. Scope: full demo of existing TI; new partitions per A2.04 with two demising walls UL U419; new HVAC distribution tied to existing rooftop; new med-gas distribution per spec 22 62 13; low-voltage and IT rough-in; casework and millwork; finishes per spec book; ICRA Class III/IV during occupied-tenant adjacencies. Site logistics: material moves before 7 AM and after 6 PM, 22 night shifts and 4 weekend shifts already in price. Trades to invite (proposed): 12 packages — selective demo, framing+drywall, ceilings, flooring, painting, doors+frames+hardware, demountable glass partitions, casework+millwork, mechanical (HVAC), plumbing, electrical+low-voltage, fire alarm + fire sprinkler, med-gas. M/W/DBE goal: 12% per owner. EMR ceiling: 1.10. Insurance: GL $2M/$4M, Auto $1M, WC statutory, Umbrella $5M, Builders' Risk by GC. Bonding: P&P bonds required only on packages >$200k. Key dates: ITBs released 2026-04-30, mandatory pre-bid walk 2026-05-08 9:00 AM, RFI deadline 2026-05-13, bid due 2026-05-20 2:00 PM via Building Connected, award target 2026-05-27. GC: Northwood Builders, estimator John Halloran (jhalloran@northwoodbuilders.com).
Expected output (excerpt — full package would be 12 ITBs + master calendar + risk/gap summary):
ITB Package — Brookline MOB TI Phase 2 — Released 2026-04-30
GC: Northwood Builders, Inc. Estimator: John Halloran Bid Portal: Building Connected Project: Brookline MOB TI Phase 2 — 18,400 SF Class A medical-office TI, Level 3 Owner: Brookline Medical Partners LLC Architect: HGA Delivery: CMAR with GMP per AIA A102-2017 (sub-buyout phase)
Master Bid Calendar
Pkg Trade RFI Deadline Pre-Bid Walk Bid Due Award Target Subs Invited 01 Selective demolition (02 41 19) 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 4 02 Framing + drywall (09 21 16) — incl. UL U419 demising slab-to-deck 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 5 03 Ceilings — ACT, gyp, selective wood (09 51 13 / 09 21 16) 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 4 04 Flooring — carpet tile, LVT, sheet vinyl, porcelain (09 65 / 09 68) 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 4 05 Painting (09 91 23) 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 5 06 Doors + frames + hardware (08 11 13 / 08 71 00) 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 4 07 Demountable glass partitions (10 22 39) 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 3 08 Casework + millwork + countertops (12 35 30 / 12 36 23) 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 4 09 Mechanical / HVAC (23 31 00 / 23 37 00) 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 4 10 Plumbing (22 40 00) 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 4 11 Electrical + low-voltage / structured cabling (26 51 00 / 26 09 23 / 27 15 00) 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 4 12 Fire alarm (28 31 00) + fire sprinkler relocation (21 13 00) — separate sub-packages within one ITB 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 3 FA / 4 FS 13 Med-gas distribution + certification (22 62 13) 2026-05-13 2026-05-08 9:00 AM 2026-05-20 2:00 PM 2026-05-27 3 Note: package count is 13 (not 12) — split fire alarm from fire sprinkler per the scope-handoff matrix (different licensure, different bid pool, different submittal track). Med-gas pulled to its own package per spec 22 62 13 vendor-certification requirement.
Package 02 — Framing + Drywall (incl. UL U419 demising) — ITB Email + Scope Summary
Subject: Brookline MOB TI Phase 2 — ITB — Framing + Drywall (Pkg 02) — Bids Due 2026-05-20 2:00 PM
From: John Halloran, Sr. Estimator — Northwood Builders CC: Eve Costa (PE), Sam Patel (PM), bidroom@northwoodbuilders.com
Dear {{sub_name}},
Northwood Builders invites your firm to bid Package 02 — Framing and Drywall — for the Brookline MOB TI Phase 2 project, an 18,400 SF Class A medical-office tenant improvement on Level 3 of an existing occupied 5-story building in Brookline, MA. NTP is targeted for 2026-06-15 with substantial completion 2026-12-15. ICRA Class III/IV will be in effect throughout (occupied tenants on Levels 1, 2, 4, 5). Delivery is CMAR with GMP under AIA A102-2017; this ITB is for the sub-buyout phase against the reconciled GMP.
Scope summary (Pkg 02):
- Selective receipt of substrate from Pkg 01 demo (clean deck, slab); coordinate handoff at the Pkg 01 / Pkg 02 boundary per drawings A2.01–A2.04 and Spec 09 21 16 §1.4
- Furnish and install metal-stud framing (3⅝" and 6"), gyp board (Type X where rated), insulation (sound-batt at exam-room walls per A2.04), per drawings A2.01–A2.04 / A6.01–A6.04 and Spec 09 21 16
- Demising walls — UL U419 1-hour rated assemblies, slab-to-deck, two locations (between Suite 301 and Suite 303; between Suite 305 and the corridor) — per drawing A6.04 / Spec 09 21 16 §3.3.B with rated joint detail at floor and deck per the listing. The rated joint detail is the most-cited inspection item; pricing must explicitly include the firestop assembly at slab and deck and the AHJ inspection coordination
- Patch-and-prep at existing-to-new transitions per drawing A1.04
- Coordination with Pkg 03 (ceilings) at top-of-wall conditions and with Pkg 11 (electrical / low-voltage) at in-wall blocking
Scope-handoff boundaries (read carefully — do NOT bid scope outside your package):
- In: stud framing, gyp, insulation, rated joint detail at U419 walls, patch-and-prep at existing-to-new
- Out (other packages): wall blocking for grab bars, TVs, and equipment — that is Pkg 06 / hardware-coordinated rough carpentry blocking (separate scope, do not include); shaft-wall enclosures at the elevator and chase — handled by Pkg 03 ceilings sub or by self-perform per the GC's election; demountable glass partitions — Pkg 07 (separate); painting and finishes — Pkg 05
- Coordination only (not in your price): firestop sealant at MEP penetrations through your walls — Pkg 09/10/11 install firestop at their own penetrations per their own scope; you are responsible for the rated joint at the floor and deck of the rated assembly itself
Site conditions and logistics:
- ICRA Class III/IV procedures throughout (negative-pressure containment at active demo; daily IAQ monitoring); your crew must be ICRA-trained or willing to be trained pre-mobilization
- Material moves before 7:00 AM and after 6:00 PM via the freight elevator scheduled with the building manager
- 22 night shifts and 4 weekend shifts are already in the GC's price for noisy/wet activities adjacent to active tenants — coordinate with GC superintendent
- Hot-work activities require a hot-work permit from the GC and a fire watch
Submission requirements:
- Lump-sum bid on the attached Schedule of Values template (rated assemblies on a separate line; the rated joint detail itemized)
- Unit price for additional rated demising LF (slab-to-deck) — for any AHJ-required additions discovered post-permit
- Unit price for additional 3⅝" and 6" partition LF (non-rated)
- Three references (medical-office TI in occupied-tenant environment; ICRA Class III/IV experience preferred)
- Insurance certificates per GC requirements (GL $2M/$4M, Auto $1M, WC statutory, Umbrella $5M)
- EMR letter — EMR must be ≤1.10
- DBE / M/WBE participation form (12% project goal); state the proposed participation
- Safety prequal — last 3 years of OSHA 300A summary
- P&P bond letter from surety (bonds required only at award; bid bond not required at this draw)
Key dates:
Event Date / Time ITB released 2026-04-30 Mandatory pre-bid walk (3rd-floor lobby of building, sign in at building security) 2026-05-08, 9:00 AM RFI deadline 2026-05-13, 5:00 PM Bid due via Building Connected 2026-05-20, 2:00 PM Award target 2026-05-27 NTP / mobilization 2026-06-15 Substantial completion 2026-12-15 Attachments: Plan set (A1.00–A8.04, dated 2026-03-15) + Addendum 1 + Addendum 2 (Building Connected link); Spec 09 21 16 + 09 22 16; UL U419 listing PDF; SOV template; insurance and DBE forms; ICRA training requirement; site-logistics narrative; pre-bid walk sign-in form.
Please confirm intent to bid by 2026-05-06. Reach out with questions to John Halloran at jhalloran@northwoodbuilders.com or 781-555-0142. We look forward to your response.
Northwood Builders, Inc. | Massachusetts CSL #CS-099876
This ITB was drafted with AI assistance and has been reviewed by the lead estimator and approved by the PM. Scope summary is for bidding convenience; the bid is governed by the contract documents (drawings, specifications, addenda) attached to this ITB. Subcontract form will be AIA A401-2017 with Northwood standard front-end terms (separate attachment).
Risk / Gap Summary (for the lead estimator before release)
Severity Item Recommendation 🔴 Pkg 12 fire alarm pool is at 3 invited subs in the regional Brookline market — at coverage minimum Add one regional FA sub (Convergint or Siemens regional office); confirm intent-to-bid by 2026-05-06 🔴 Pkg 13 med-gas pool is at 3 invited subs (constrained pool: only 6 NFPA-99-certified vendors active in eastern MA) Hold at 3; coordinate with Massachusetts Medical Gas Inspectors Assn. for the certifying agency early to avoid award-day surprise 🟡 Wall blocking (grab bars, TVs, equipment) is between Pkg 02 (framing) and Pkg 06 (doors+hardware coordinated rough carpentry) per the scope-handoff matrix — explicitly assigned to Pkg 06 in this package; verify Pkg 06 ITB language mirrors Confirm Pkg 06 ITB scope summary names blocking explicitly with the same boundary words used here 🟡 Rated joint detail at U419 walls is a known punch-walk issue (see PM's notes from the Mt. Auburn MOB Phase 1 closeout); pricing must include the rated assembly at floor and deck Pre-installation meeting required pre-mobilization with the awarded sub; flagged in Pkg 02 scope summary 🟡 Med-gas certification by certifying agency is OUT of Pkg 13 sub scope (vendor coordinates, certifying agency stamps); confirm owner's pricing assumption matches Restate the boundary in Pkg 13 ITB 🟡 Demountable glass partition pool is at 3 (small market in MA: KI, Modernfold, Krug); single-source risk Add Haworth Trio if licensed in MA; if not, hold and accept risk 🟢 Bond requirement applies only to packages >$200k (mech, electrical, casework, demountable, med-gas) — communicated in respective ITBs None 🟢 EMR ceiling 1.10 is project standard, not unusually tight None 🟢 Pre-bid walk overlap with another active TI on Level 4 — coordinate with building manager for sign-in Confirm with building security 2026-05-07 Coverage and responsiveness self-check: PASS with two 🔴 (Pkg 12 FA, Pkg 13 med-gas — both at coverage floor with stated rationale; recommend final outreach to confirm intent-to-bid). All scope summaries cite specific spec sections and drawing sheets. RFI deadline (2026-05-13) is 5 working days before bid due (2026-05-20). Sub-bid due date is on or after the prime's last addendum window (Addendum 2 was 2026-04-22). Bond / insurance / EMR thresholds match the prime contract. M/W/DBE goal of 12% mirrored in every ITB. Bid portal link, GC contact, and CC list populated in every email.
ITB package drafted with AI assistance; reviewed by the lead estimator before release. The 13 trade ITBs in this package, the master bid calendar, and the risk/gap summary together constitute the bid-day release. Scope is governed by the contract documents (drawings, specifications, addenda) attached; the scope summaries in each ITB are for bidding convenience and do not modify the contract documents.