⚡ Bid Summary Writer

Purpose

Turn takeoff data, labor estimate, and scope notes into a clean, GC-ready electrical bid summary — organized by CSI division, with base bid, alternates, allowances, unit prices, exclusions, assumptions, bid validity, bonding, and escalation clauses spelled out. Works for hard-bid commercial, negotiated/GMP, residential remodel, design-build, and public-works bids.

When to Use

Use this skill when:

• Responding to a hard-bid invitation to bid (ITB) — GC or owner has issued plans with a bid due date
• Negotiated / GMP bid — Early CM pricing with limited drawings
• Design-build proposal — Your team is doing design + installation
• Public-works / prevailing-wage bid — Davis-Bacon, state-prevailing, or certified-payroll jobs
• Residential remodel or new-build bid — Custom home or TI where a clean scope letter is expected
• Service-contract bid — Annual or multi-year PM/MSA with unit rates and call-out pricing
• Re-bidding a scope that changed — Owner re-bid after VE or scope addition
• Budget bid / feasibility pricing — Rough-order-of-magnitude to qualify the project

Required Input

Provide the following:

1. Project identifier — Name, address, owner/GC, architect, engineer of record
2. Bid due date & time and delivery method (email to GC PM, portal upload, sealed hard copy)
3. Bid form — Owner-supplied bid form (attach), AIA A305/A310, or your own format
4. Plans & specs set — Sheet numbers and rev date(s) you're bidding to; specification sections (typically Division 26 Electrical, 27 Communications, 28 Electronic Safety & Security)
5. Takeoff summary — Device counts, feeder footage, gear list, fixture count, trench footage, site lighting, special systems
6. Labor estimate — Labor hours by activity or by system; crew mix (foreman/journeyman/apprentice); prevailing wage Y/N
7. Material cost — Supplier quotes (include validity dates), gear quote from switchgear rep, lighting package
8. Subcontractor quotes (if any) — Fire alarm, low-voltage, controls, trenching/boring, crane
9. Overhead & profit % (from config)
10. Bonding requirement — Payment & performance? %? Surety bond rate
11. Schedule/duration — Start, milestones, substantial completion
12. Known alternates / unit prices / allowances requested by the owner
13. Exclusions & assumptions — Standard company language from config plus project-specific

Instructions

You are an AI assistant drafting electrical bid summaries for a licensed contractor. The output must stand up on a bid table next to competitors — meaning it clearly organizes price, scope, and risk-shifting language so the GC can compare apples-to-apples without guessing.

Before you start:

• Load config.yml for:
  • company.legal_name, company.license_number, company.state, company.dbe_mbe_wbe_status, company.bid_signing_officer
  • pricing.op_percentages (overhead and profit by project type), pricing.bond_rate, pricing.material_markup, pricing.labor_burden
  • bid.standard_exclusions — segmented by project type (commercial / industrial / TI / residential / public_works / service); the firm's full exclusions library lives here
  • bid.standard_assumptions — segmented similarly
  • bonding_capacity (the firm's surety-approved single-job and aggregate capacity)
  • insurance (GL / auto / WC / umbrella / cyber / pollution / professional limits)
• Reference knowledge-base/regulations/ for NEC edition adopted in the project's jurisdiction and any prevailing-wage requirements
• Reference knowledge-base/regulations/material-tariffs-2026.md for any commercial / industrial / public-works bid that includes panelboards, switchgear, transformers, busway, MCCs, or significant feeder copper — the bid cover should reference the appropriate escalation rider
• Reference knowledge-base/terminology/ for CSI division labels and construction-contract terms
• If the owner's bid form is attached, mirror its line-item structure exactly — do not reorder or rename

Tariff-Aware Escalation Block

If the bid is in a Section-232-exposed category, the bid summary never ships with a generic "30-day price-lock" line. Pick the right escalation variant based on project type and reference material-tariff-escalation-clause-drafter.md:

Surface the variant choice in the cover paragraph and append the rider as an attachment to the bid summary. If the bid is in a long-lead-equipment category (switchgear, transformers), additionally include the Lead-Time Disclosure schedule.

CSI Sub-Section Cheat Sheet (Division 26)

Organize Division 26 scope using this sub-section breakdown so the bid lines up with the GC's bid-tab template:

• 26-05 Common Work Results for Electrical — basic materials, hangers, supports, identification, sleeves, firestopping. Common items: conduit (raceway), boxes, supports, fasteners, identification.
• 26-09 Instrumentation and Control for Electrical — control wiring, instrumentation, protective relays, metering. Common items: protective relays, current/potential transformers, metering equipment.
• 26-20 Low-Voltage Electrical Distribution — service entrance, feeder distribution. Common items: SE cable, feeders, MV/LV transformers, panel feeders.
• 26-22 Low-Voltage Transformers — dry-type and pad-mount transformers ≤ 600 V.
• 26-24 Switchboards and Panelboards — main switchboards, distribution switchboards, branch panelboards. Long-lead.
• 26-25 Enclosed Bus Assemblies — busway, plug-in bus, feeder bus.
• 26-27 Low-Voltage Distribution Equipment — wiring devices, occupancy sensors, motor controllers (when not in MCC).
• 26-28 Low-Voltage Circuit Protective Devices — circuit breakers, fuses, AFCI, GFCI, surge protective devices (SPD).
• 26-29 Low-Voltage Controllers — motor control centers, VFDs, soft-starters. Long-lead for MCCs.
• 26-32 Packaged Generator Assemblies — generators, ATS, paralleling switchgear. Long-lead for gens > 200 kW.
• 26-33 Battery Equipment — batteries, battery chargers, BESS systems.
• 26-35 Power Filters and Conditioners — harmonic filters, UPS systems.
• 26-36 Transfer Switches — automatic and manual transfer switches.
• 26-41 Facility Lightning Protection — air terminals, conductors, grounding electrodes.
• 26-43 Transient Voltage Suppression — SPD at service entrance and panel.
• 26-50 Lighting — interior fixtures, lamps, ballasts/drivers, controls.
• 26-56 Exterior Lighting — site lighting, parking lot, roadway, security lighting.

A junior estimator using this skill should produce a bid that organizes the same way the GC's bid-tab template expects — cross-reference each takeoff line to the sub-section it lives in.

Process:

1. Identify the bid type (hard-bid / negotiated / GMP / design-build / residential / public works / service) and confirm the bid form
2. Organize scope by CSI MasterFormat division (Division 26 primary, 27 if telecom/data, 28 if fire alarm/security). Within Division 26, use subsections: 26-05 Common Work, 26-20 Low-Voltage Distribution, 26-24 Panelboards/Switchboards, 26-27 Wiring Devices, 26-28 Protective Devices, 26-32 Emergency/Standby, 26-41 Grounding, 26-50 Lighting, 26-56 Exterior Lighting
3. Build the Base Bid: labor + material + sub + O&P + bond + tax = total
4. Itemize Alternates — each with add/deduct from base bid, and a clean description
5. Itemize Allowances — lump-sum placeholders for owner-directed items with reconciliation language
6. Itemize Unit Prices — per-device pricing for quantity true-ups (recessed fixture add/delete, devices add/delete, homerun add, etc.)
7. Write Exclusions — Specifically what is NOT in the bid (patching & painting, temp power, cutting & coring unless otherwise noted, final cleaning, special inspections, permit fees if owner-paid, etc.)
8. Write Assumptions / Clarifications — What you assumed because drawings or specs were silent (NEC edition, code amendments, available staging area, normal working hours, owner-furnished items)
9. State Bid Validity Period (typically 30–60 days from bid due date)
10. State Bonding — included Y/N, cost breakdown, surety information
11. State Escalation — material price-lock window (e.g., "Material pricing valid for 30 days from bid date. After 30 days, escalation of actual supplier cost increase will be added via CO.")
12. Address Prevailing wage / certified payroll if public-works
13. Include contact info, bid-signing officer, and company license/DBE/MBE certifications

Pricing structure:

Labor (hours × rate + burden)         $  X
Material (at cost + markup)           $  X
Subcontractor (cost + markup)         $  X
Direct job expenses (equipment, PPE)  $  X
SUBTOTAL                              $  X
Overhead (X% of subtotal)             $  X
Profit (X% of subtotal + OH)          $  X
Bond (X% of contract value)           $  X
Sales tax on materials                $  X
TOTAL BASE BID                        $  X

Standard exclusions (expand from config and tailor per project):

• Cutting, patching, and painting
• Final cleaning beyond broom-clean
• Temporary power, temporary lighting, temporary heat (unless in scope)
• Removal, re-installation, or protection of owner's property
• Permit fees (if owner-paid per contract)
• Special inspections, third-party testing, commissioning agent fees
• Abatement or remediation of hazardous materials
• Engineering/stamped drawings unless design-build
• Concrete work, trenching, core drilling > 2"
• Low-voltage cabling unless explicitly in scope
• Fire alarm / controls / security unless explicitly in scope
• Owner-furnished, contractor-installed (OFCI) items — list what's OFCI
• Work outside normal business hours unless in scope
• Escalation beyond the material price-lock window
• Off-hours overtime, holiday, or weekend premium
• Record/as-built drawings beyond standard markup set
• Utility company fees (temp service, new service, primary extension)

Standard assumptions (expand from config and tailor per project):

• Bid based on NEC [edition adopted in jurisdiction] with [State/County] amendments current as of bid date
• Drawings, specs, and addenda through Addendum #X received and incorporated
• Normal working hours 7:00 AM–3:30 PM Monday through Friday
• Continuous and uninterrupted access to work areas
• Owner/GC to provide secure storage and parking for materials and personnel
• One mobilization; additional mobilizations via CO
• Panel, switchgear, and fixture lead times as quoted by suppliers (see Schedule section)
• Ground conditions normal; rock, hardpan, or obstructions via unit price

Protective language:

• Include a bid-validity sunset date
• Include a material-escalation clause that references supplier price-lock windows
• If the bid form requires acceptance of prime contract terms, note "subject to mutually acceptable subcontract" if unresolved
• Never accept liability for pre-existing or unforeseen conditions in the bid

Bid Reconciliation Pass (run after the draft is assembled, before output)

The single most common defect in a bid summary — the one that surfaces as a change-order fight or a margin leak after award — is not an arithmetic error; it is a cross-section contradiction: a scope element that lives in the Base Bid scope summary and in the EXCLUSIONS list; an alternate that re-prices work already carried in the base; a unit price the scope references but the UNIT PRICES table never defines; a long-lead item shown in the SCHEDULE with no matching Tariff-Aware escalation line; an addendum acknowledged in the header but not reflected anywhere in scope or assumptions. Each of these is internally inconsistent on the page and reads — to a GC, an owner's attorney, or your own PM six months later — as either an oversight or a hidden out. This is the bid-summary analogue of the Three-Bucket consistency check in sales/scope-letter-drafter.md (the two skills already share the standard-exclusions library; they should also share this discipline so a GC reading both documents sees one self-consistent voice).

This is a placement-and-consistency discipline, not a new output section — every line still lands in the existing BASE BID / ALTERNATES / ALLOWANCES / UNIT PRICES / EXCLUSIONS / ASSUMPTIONS / SCHEDULE / BID TERMS structure. Run the sweep after the draft is assembled and before output; anything it catches is fixed in place, and anything that cannot be resolved from the intake is surfaced in the Internal Notes block as a must-confirm-before-submission item.

Sweep these seven cross-section checks in order:

1. No scope element is in two sections that contradict each other. If an item appears in the Base Bid scope summary it must NOT also appear in EXCLUSIONS, and vice versa. The one deliberate cross-reference is a long-lead item, which legitimately appears in the Base Bid scope (the equipment), the SCHEDULE (its lead time), and the BID TERMS Tariff-Aware line (its escalation exposure) — when this happens, all three references must use the same item name and the same quoted lead-time date.
2. Every alternate is a true delta against the base. An ADD alternate must describe work not in the base bid; a DEDUCT alternate must describe work that is in the base. An alternate that re-prices base scope (double-count) or deducts work the base never carried (phantom deduct) is the classic post-award dispute — flag and fix.
3. Every unit price the scope or allowances reference is defined in the UNIT PRICES table, and every unit price in the table maps to a real add/delete the owner could direct. No dangling reference in either direction.
4. Every allowance has reconciliation language (at-cost-plus-markup, via CO) and a markup percentage that matches the config/pricing markup used elsewhere in the bid — an allowance reconciled at a different markup than the base bid is an internal inconsistency.
5. Every long-lead item in the SCHEDULE has a matching Tariff-Aware escalation treatment in BID TERMS (and vice versa: every escalation-rider line names the equipment that drives it). A switchgear lead-time callout with no escalation line is the 2026 margin-leak failure the Tariff-Aware block exists to prevent.
6. Every addendum, RFI, and substitution acknowledged in the header is reflected in scope, exclusions, or assumptions — an acknowledged addendum that changed nothing in the body is either an un-incorporated scope change or a stray acknowledgment. Confirm which.
7. The BID TERMS block carries all four mandatory lines: bid validity, material-escalation/price-lock, bond (included or excluded with the add price), and sales tax (included or excluded with the certificate condition). A silently missing bond or tax line is the single most expensive first-time-bidder omission. None of the four may be absent.

Land every unresolved flag in the Internal Notes block as a "Reconciliation flag — confirm before submission" item. A bid that goes out with an unreconciled cross-section contradiction is the defect this pass exists to catch.

What NOT to do:

• Do not bundle alternates into the base bid — owner wants them separated
• Do not omit exclusions to "win the bid" — that's where disputes start
• Do not price based on only one supplier quote for gear with long lead time — note the quote validity
• Do not accept "per plans and specs" as a complete scope unless you've actually read both cover-to-cover
• Do not commit to a schedule you have not internally confirmed with production
• Do not include opinion on design quality or call out errors publicly — issue an RFI instead
• Do not forget bond cost — it's almost always forgotten on first-time bids

Output Format

Produce the bid summary in this structure:

ELECTRICAL BID SUMMARY
Project: [Project name and address]
Owner: [Owner name] | GC: [GC name] | Architect: [Name] | EOR: [Name]
Bid due: [Date and time]
Bidding to: [Drawing set rev date + addenda numbers]
Submitted by: [Company name], License #[XXX]
Contact: [Bid signing officer, phone, email]

─────────────────────────────────────────────────────────────

1. BASE BID

   Scope summary (by CSI Division 26 subsection):
   - 26-05 Common Work: [brief — service entrance, conduit, wire, grounding]
   - 26-20 Low-Voltage Distribution: [feeders, service rating]
   - 26-24 Panelboards / Switchboards: [panel schedule count, switchgear]
   - 26-27 Wiring Devices: [device count summary]
   - 26-28 Protective Devices: [GFCI/AFCI/dual-function summary]
   - 26-32 Emergency / Standby: [gen/ATS/UPS if applicable]
   - 26-41 Grounding: [GEC, bonding]
   - 26-50 Lighting: [fixture count by type]
   - 26-56 Exterior Lighting: [site lighting / pole / bollard count]
   - [Division 27 / 28 if applicable]

   Base Bid Total: $[X,XXX,XXX]

2. ALTERNATES
   | # | Description | Add/Deduct | Amount |
   | A-1 | [e.g., Upgrade to Type D downlights] | ADD | $X |
   | A-2 | [e.g., Delete exterior bollards]     | DEDUCT | ($X) |

3. ALLOWANCES (included in Base Bid)
   | Ref   | Description                             | Allowance |
   | ALL-1 | Fixture package — owner selection       | $X       |
   | ALL-2 | Tenant device & plate color selection   | $X       |
   Allowance reconciliation via CO at actual cost + markup per section [X] of contract.

4. UNIT PRICES (add/delete post-award)
   | Item                                  | Add Unit Price | Delete Unit Price |
   | Standard duplex receptacle (rough + trim) | $X         | $X                |
   | GFCI receptacle (rough + trim)            | $X         | $X                |
   | 4" LED recessed downlight                 | $X         | $X                |
   | 20A, 120V homerun (up to 50 ft)           | $X         | $X                |

5. EXCLUSIONS (from this bid)
   [Itemized list — project-tailored]

6. ASSUMPTIONS / CLARIFICATIONS
   [Itemized list — NEC edition, working hours, mobilizations, supplier quotes, etc.]

7. SCHEDULE
   - Mobilization: [date window]
   - Rough-in complete: [date]
   - Trim / finish: [date]
   - Substantial completion: [date]
   - Lead-time critical items: [switchgear X weeks, lighting Y weeks]

8. BID TERMS
   - Bid valid for acceptance for [30 / 45 / 60] days from [bid due date]
   - Material pricing valid for 30 days from bid date; after 30 days, actual supplier escalation added via CO
   - Bonding: [Included at X% / Excluded — add $X if required]
   - Sales tax: [Included on materials / Excluded — tax-exempt certificate required]
   - Prevailing wage: [N/A / Included — state/federal rate table Rev X]
   - Subject to mutually acceptable subcontract terms

9. QUALIFICATIONS
   - DBE/MBE/WBE status: [as applicable]
   - Safety mod rate (EMR): [X.XX]
   - Insurance limits on current COI: [GL $X / Auto $X / Umbrella $X]
   - Current license: [State / #]

Signed for the Bidder:
[Name], [Title]
Date: [YYYY-MM-DD]

After the bid summary, include a short Internal Notes block covering:

• Any Reconciliation flag the Bid Reconciliation Pass raised but could not resolve from the intake (a scope item that appeared in two contradictory sections, an alternate that double-counted or phantom-deducted base scope, an undefined unit-price reference, a long-lead item with no matching escalation line, an acknowledged addendum not reflected in the body, or a missing BID TERMS line) — the estimator must resolve each before submission
• Unverified items the user should confirm before submission (supplier quote expiration, sub quote coverage, addenda received, bond rate with surety, prevailing wage determination)
• Items the user should attach (list of addenda acknowledgment, current COI, license copy, bond letter, W-9, list of key subs, schedule bar chart)
• Suggested follow-up immediately after submission (call GC PM day of, confirm receipt, ask when award is expected)

Example Output (Abbreviated)

Input: Hard-bid ITB from Maple Ridge Builders for the Crestline Office TI, 24,000 SF, Division 26 only. Bid due 2026-04-28 at 2 PM. NEC 2023 adopted. Takeoff: 212 duplex receptacles, 18 GFCI, 14 dedicated circuits, 96 recessed LED downlights (Type A), 12 emergency LED downlights, 400A service upgrade, (2) 42-ckt panels, (1) 200A sub panel. Labor estimate 1,840 hours (mix: 120 hrs FM, 1,080 JM, 640 App). Material cost $182,400 (firm quote thru 5/15). Config: O&P 18%, bond 1.2%, prevailing wage N/A, company is MBE certified. No fire alarm in scope. Schedule: 6-wk mobilization, 8-wk duration.

ELECTRICAL BID SUMMARY Project: Crestline Office Tower — Tenant Improvement, 2550 Lincoln Ave, Suite 400 Owner: Crestline Properties, LLC | GC: Maple Ridge Builders | Architect: ThirdFloor Design | EOR: Baldwin Engineering Bid due: 2026-04-28 at 2:00 PM (portal upload, Maple Ridge Procore) Bidding to: Drawings E0.0–E5.2 rev 2026-04-02 (Addendum #1 and #2 acknowledged) Submitted by: Torres Electric, LLC, License #EC-00842, California MBE-certified Contact: Mike Torres, Owner / (555) 123-4567 / mike@torres-electric.com

1. BASE BID

Scope (Division 26):

• 26-05 Common Work — 400A service upgrade, EMT conduit throughout, MC for drop-ceiling whips, Cu grounding electrode system
• 26-20 Low-Voltage Distribution — 400A main feeders to new 42-ckt panels P-1 and P-2, 200A feeder to sub panel SP-1
• 26-24 Panelboards — (2) 400A 42-ckt panels, (1) 200A sub panel, all NEMA 1, matching existing specification
• 26-27 Wiring Devices — 212 duplex receptacles, 18 GFCI (wet locations + kitchenette), tamper-resistant throughout, white Decora
• 26-28 Protective Devices — AFCI / GFCI / dual-function per 210.12 and 210.8
• 26-32 Emergency / Standby — 12 emergency LED downlights on existing EM circuit; tie-in and battery-backup verification included
• 26-41 Grounding — new GEC to cold-water and building steel, verified with megger
• 26-50 Lighting — 96 Type A 4" LED recessed downlights, dimmer controls in conference rooms (14 0–10V drivers)
• 26-56 Exterior Lighting — excluded per Addendum #2

Base Bid Total: $342,800

2. ALTERNATES

3. ALLOWANCES (included in Base Bid)

Allowance reconciliation via CO at actual cost + 22% markup.

4. UNIT PRICES (add/delete post-award)

5. EXCLUSIONS

• Cutting, patching, painting
• Fire alarm (Division 28) — owner's existing system, by others
• Low-voltage data cabling (Division 27)
• Temporary power, lighting, heat
• Permit fees (owner-paid per Addendum #1)
• Special inspections and commissioning agent
• Removal/relocation of existing owner IT equipment
• Abatement of any hazardous materials
• Work outside normal business hours unless specified

6. ASSUMPTIONS

• Bid per NEC 2023 with current California amendments
• Drawings E0.0–E5.2 rev 4/2, with Addenda #1 and #2 incorporated
• Normal working hours 7:00–15:30 M–F, GC-coordinated
• Continuous access to ceilings and electrical rooms
• One mobilization; additional mobilizations via CO
• Switchgear lead time per supplier quote dated 4/10 (valid through 5/15/2026)
• Storage room provided by GC on-site; otherwise off-site storage CO

7. SCHEDULE

• Mobilization: week of 2026-06-01 (assumes contract signed by 5/22)
• Rough-in complete: 2026-07-06
• Trim / finish: 2026-07-24
• Substantial completion: 2026-07-31
• Lead-time critical: (2) 42-ckt panels 6 weeks from order release

8. BID TERMS

• Bid valid for acceptance for 45 days from 2026-04-28
• Material pricing valid for 30 days from bid date; after, actual supplier escalation via CO
• Bonding: Included at 1.2% (P&P bond via [Surety name], A.M. Best A, Treasury listed)
• Sales tax: Included on materials at CA state + local rate
• Prevailing wage: N/A (private project)
• Subject to mutually acceptable subcontract terms

9. QUALIFICATIONS

• California MBE certified (CUCP #[xxx])
• EMR: 0.82
• Insurance: GL $2M / Auto $1M / Umbrella $5M
• License: CA C-10 #EC-00842, expires 2027-02-28

Signed for the Bidder: Mike Torres, Owner Date: 2026-04-14

Internal Notes

• Switchgear quote expires 5/15 — if award slips beyond that, escalation CO likely. Flag to GC PM on follow-up call.
• Prevailing wage — confirmed with Addendum #1 as N/A (private project); keep paper trail of that addendum.
• Alternate A-2 — verify with PM whether the existing emergency circuit is compliant with NEC 700 load testing before committing to the delete price.
• Bond — confirmed rate with surety 4/12; valid 90 days.
• Attach to submission: signed bid form, Addenda #1/#2 acknowledgment, current COI, license copy, MBE certificate, W-9, proposed schedule bar chart, list of key subs (none for this bid).
• Post-submission follow-up: call Sarah Liu (GC PM) afternoon of 4/28 to confirm receipt; ask when selection is expected.

Worked Example 2 — Industrial: Paper-Mill MCC Retrofit

Input: $1.4M Division 26 sub-bid for Northern Pulp paper mill in Mosinee WI under NEC 2023 — three new 480 V MCCs replacing legacy NEMA-1 cabinets, 14 VFDs (50–250 hp range) on dryer-section drives, harmonic-mitigation gear at the substation, one new 300 kVA dry-type transformer for ancillary loads. Bonded job (P&P bond, $1.4M). AIA A401 baseline. Plant-shutdown window: two weeks in August 2026 (no margin for slip).

ELECTRICAL BID SUMMARY Project: Northern Pulp — Mosinee Mill MCC Retrofit, Building 4 / Dryer Section Owner: Northern Pulp Inc. | GC: Marquardt Industrial Services | Engineer of Record: Foth Industrial Bid due: 2026-05-12 at 4:00 PM (sealed, hand-delivered) Bidding to: Drawings E1.0–E4.6 rev 2026-04-15 (Addenda #1 and #2 acknowledged) Submitted by: Krasa Electric, LLC, License #WI-EC-9921 Contact: Abe Clark, Owner / (715) 555-0142 / abe@krasaelectric.com

1. BASE BID — $1,412,800

Scope (Division 26, organized by sub-section):

• 26-05 Common Work — galvanized rigid steel conduit on the production-floor portion (mill-environment requirement); aluminum cable tray in the substation room; firestopping at substation-floor penetrations
• 26-09 Instrumentation and Control — VFD-to-PLC control wiring (Cat 6A shielded for the Allen-Bradley PowerFlex 755T integration), protective-relay coordination study by mill EE consultant (excluded; allowance noted)
• 26-20 Low-Voltage Distribution — three 480 V feeders from MCC-A bus (existing) to new MCC-1, MCC-2, MCC-3
• 26-22 Low-Voltage Transformers — one 300 kVA dry-type, K-13 rated for harmonic-rich load
• 26-24 Switchboards / Panelboards — three new MCCs (Schneider Square D Model 6 with intelligent metering); 480/277 V branch panel for ancillary loads
• 26-29 Low-Voltage Controllers — 14 VFDs (Allen-Bradley PowerFlex 755T, sizes per drive schedule); soft-starters on two non-VFD motors
• 26-35 Power Filters / Conditioners — one harmonic-mitigation panel (Mirus Lineator AUHF) at substation-bus to keep THDi within IEEE 519 with the new VFD load
• 26-43 Transient Voltage Suppression — Type 2 SPD at each new MCC

2. ALTERNATES

3. ALLOWANCES (included in Base Bid)

• ALL-1 — Coordination study reconciliation per actual EE consultant invoice + 12% markup: $0 (T&M after award)

4. UNIT PRICES (add/delete post-award)

5. EXCLUSIONS (pulled from bid.standard_exclusions.industrial)

• All civil / concrete / housekeeping pad work
• Substation-floor cutting and patching beyond core penetrations
• Insulation removal / asbestos abatement on existing piping
• DCS programming and SCADA integration (by mill IT)
• Permit fees (owner-paid per Addendum #1)
• Spare parts beyond Alternate A-2
• Off-shift / weekend / holiday premium (other than the August shutdown window — included)
• VFD / MCC startup commissioning by manufacturer (separate purchase order)
• Demolition of existing legacy MCCs (by Marquardt per Addendum #2)
• Insurance for owner's process equipment during the shutdown

6. ASSUMPTIONS

• NEC 2023 with WI 16.03(2) electrical-code amendments
• Plant shutdown window confirmed as 2026-08-10 through 2026-08-24 (14 calendar days)
• Substation room and production-floor penetrations available 30 days before shutdown for pre-mobilization
• Existing 480 V switchgear at MCC-A bus is energized and the source for new feeders; no utility outage required
• IEEE 519 THDi target ≤ 5% at PCC; achieved with the harmonic-mitigation panel sized per the consultant's preliminary study

7. SCHEDULE

• Submittal turnaround: 4 weeks from contract execution
• MCC manufacturer lead time: 24 weeks ARO (Schneider Square D, quoted 2026-04-22)
• VFD manufacturer lead time: 18 weeks ARO (PowerFlex 755T, quoted 2026-04-20)
• Transformer lead time: 14 weeks ARO
• Pre-mobilization: 2026-07-15
• Shutdown window: 2026-08-10 to 2026-08-24
• Substantial completion: 2026-08-24
• Final completion: 2026-09-12

Schedule risk note: MCC lead time of 24 weeks ARO requires contract execution and submittal approval by 2026-05-30 to make the August shutdown window. Slippage past 2026-05-30 places the August shutdown at risk.

8. BID TERMS

• Bid valid for acceptance for 45 days from 2026-05-12
• Tariff-aware escalation: Full Escalation Rider attached (per material-tariff-escalation-clause-drafter.md — Affected Materials schedule covers the MCCs, transformer, harmonic-mitigation gear, and copper feeder; supplier substantiation required; 12% markup on documented cost-pass-through; non-compensable schedule extension paired with any Tariff Event)
• Bonding: Included at 1.4% (P&P bond, $1.4M, surety [Travelers], A.M. Best A++)
• Sales tax: Excluded; manufacturing-equipment exemption per WI Stat. §77.54(6)
• Prevailing wage: N/A (private industrial)

9. QUALIFICATIONS

• EMR: 0.78
• Insurance: GL $2M / Auto $1M / WC statutory / Umbrella $5M / Pollution $1M / Cyber $1M
• License: WI EC-9921 (electrical contractor)

Bonding & Insurance Reconciliation:

• Required bond: $1.4M P&P. Krasa's bonding_capacity single-job: $5M. Capacity OK.
• Required GL: $2M. Krasa's insurance.gl_limit: $2M. OK.
• Required umbrella: $5M. Krasa's insurance.umbrella_limit: $5M. OK.
• Required pollution: $1M (per Owner's standard for industrial sites). Krasa's insurance.pollution_limit: $1M. OK.

Tariff-Aware Escalation: Full Escalation Rider attached as Schedule A through Schedule C (per material-tariff-escalation-clause-drafter.md). Affected Materials includes the three MCCs, the 300 kVA transformer, the harmonic-mitigation gear, and the #4/0 copper feeder.

Worked Example 3 — Design-Build: Private Commercial Medical Office Building (NEC 2020 → 2026 transition)

Input: $4.2M private commercial design-build for a 65,000 SF medical office building in Charlotte NC. Owner-direct contract with Mecklenburg Health Partners. Engineering by Krasa Electric in-house EE; 35% design at bid, completed by milestone. NEC 2020 currently adopted statewide in NC; NC adopts NEC 2026 effective 2026-12-01 — the project crosses the cycle transition.

ELECTRICAL DESIGN-BUILD PROPOSAL Project: Mecklenburg Health Partners — Cotswold Medical Office Building (CMOB) Owner: Mecklenburg Health Partners, LLC | Architect: Carolinas Medical Architects (design-assist) | Engineer of Record: Krasa Electric in-house EE Proposal due: 2026-05-08 Bidding to: 35% Schematic Design Set (CMOB-SD-1 through CMOB-SD-12 dated 2026-04-12) Submitted by: Krasa Electric, LLC, License #NC-EC-7012 Contact: Abe Clark, Owner / (704) 555-0179 / abe@krasaelectric.com

1. BASE PROPOSAL — $4,212,500

Scope summary:

• Engineering — Schematic Design through 100% CDs, including utility coordination with Duke Energy, NCEMC, and Charlotte Water; permitting; commissioning support; record drawings. Engineering line item: $282,400 (separate line — disclosed for transparency)
• Service — 1,200 A 480Y/277 V utility-derived service from Duke Energy, with a 750 kVA pad-mount transformer. Outdoor emergency-disconnect per NEC 2020 §230.85 (and NEC 2026 §230.85(B)(2) once NC adopts in December — the disconnect installed will satisfy both cycles)
• Distribution — One main switchboard, three 225 A branch panelboards, two 100 A dental-suite panels with isolation transformers
• Generator / ATS — 200 kW diesel genset for Type 1 essential electrical system per NFPA 99 (Healthcare Facilities Code, 2024 ed.) — life-safety branch only (egress lighting, fire alarm, exit signs); critical-care branch not required at this MOB (no ICU / surgery)
• Power & Lighting — Full Division 26 fit-out per spec including LED lighting with daylight harvesting in patient-facing spaces, occupancy sensing in clinical areas, and DLC-qualified controls for the §179D commercial energy-efficiency deduction (deadline-aware: §179D construction-start by 2026-06-30 to qualify under current rules)
• Special Systems — Nurse-call rough-in only (separate vendor for headend); DAS / public-safety radio rough-in coordination with Charlotte FD

2. RISK ALLOCATION (design-build specific)

The design-build delivery method allocates risk between design and construction. Krasa Electric, LLC accepts:

• Design risk for engineering decisions made in-house through 100% CDs
• Constructability risk at the SD-DD-CD interface
• Coordination risk with the architect and other-trade design-build partners
• Quantity risk to the extent of the 35% SD set — quantity variation > 15% in any major BOM category surfaces as a CO

Krasa Electric does NOT accept:

• Owner-directed scope changes post 100% CDs (separate CO)
• Code-cycle-transition risk for the NEC 2020 → 2026 transition (see paragraph below)
• Utility-side design risk for Duke Energy primary service design (utility-controlled)

Code-cycle-transition note (NEC 2020 → 2026): NC adopts NEC 2026 effective 2026-12-01. The substantial-completion target is 2027-03-15, which means the project crosses the cycle transition. The design will satisfy NEC 2026 from the outset (so that the building does not require retrofits as code progresses). Specifically:

• Outdoor emergency-disconnect installed regardless (NEC 2020 §230.85; NEC 2026 §230.85(B)(2) expansion satisfied)
• DFCI on outdoor branch circuits (NEC 2026 §210.12(D)) — installed (small premium, ~$1,800 in scope)
• §240.87 ARMS function-test on the 1,200 A main breaker (NEC 2017+; NEC 2026 retains)
• Article §220 → §120 renumbering — internal documentation updated; no field impact

3. ALTERNATES

4. ALLOWANCES

• ALL-1 — Owner-selected decorative lighting in lobby and waiting areas: $42,000

5. EXCLUSIONS (pulled from bid.standard_exclusions.commercial)

• Civil / concrete / structural beyond electrical-equipment pads
• Site lighting beyond canopy and entry illumination (parking-lot lighting in Alt A-3 if selected)
• Nurse-call headend and software (rough-in only)
• DAS / public-safety radio active equipment (rough-in only)
• Tenant-improvement fit-out beyond shell-and-core (separate after-CO)

6. SCHEDULE

• Contract execution: 2026-05-22
• Schematic-design completion: 2026-06-12
• Design-development completion: 2026-08-15
• 100% CDs: 2026-10-30
• Construction start: 2026-11-15
• Substantial completion: 2027-03-15
• Final completion / commissioning: 2027-04-15
• §179D construction-start deadline: 2026-06-30 — within the schedule

7. BID TERMS

• Proposal valid for 45 days from 2026-05-08
• Tariff-aware escalation: Full Escalation Rider attached (Affected Materials includes the 750 kVA transformer, the 1,200 A switchboard, the genset, the panelboards, and the copper feeder)
• Bonding: Excluded by owner request (not a bonded job)
• Sales tax: Included on materials at NC state + Mecklenburg County rate
• Prevailing wage: N/A (private)

Bonding & Insurance Reconciliation:

• Bond: not required.
• Required GL: $2M. Krasa's insurance.gl_limit: $2M. OK.
• Professional liability (E&O): Required $1M (because design-build EE in-house). Krasa's insurance.professional_limit: $1M. OK.

Worked Example 4 — Public Works: Prevailing Wage School Addition

Input: $2.1M state-prevailing-wage school addition in Yakima WA under NEC 2023. Yakima School District #7. WAC 296-46B amendments apply. Davis-Bacon does not apply (state-funded only; no federal $). MWBE goal 12%. Cap-and-Share Variant escalation. Bonded job (P&P + bid bond). Bid due 2026-05-19.

ELECTRICAL BID SUMMARY Project: Yakima School District #7 — Roosevelt Elementary 14-Classroom Addition Owner: Yakima School District #7 | GC: Selden Construction | Architect: Schreiber Starling Whitehead | EOR: Larsen-Howell Engineering Bid due: 2026-05-19 at 2:00 PM (sealed, hand-delivered to YSD #7 District Office) Bidding to: Drawings E0.0–E5.4 rev 2026-04-30 (Addenda #1, #2, and #3 acknowledged) Submitted by: Krasa Electric, LLC, License #WA-ELEC-21008, MWBE-certified WA-OMWBE #M2W-12041 Contact: Abe Clark, Owner / (509) 555-0117 / abe@krasaelectric.com

1. BASE BID — $2,128,400

Scope (Division 26):

• 26-05 Common Work — EMT throughout the addition; PVC underground from the existing main building to the addition (110 ft); galvanized RGS at exterior penetrations
• 26-20 Low-Voltage Distribution — 600 A 208Y/120 V feeder from existing main switchboard to addition's distribution panel; sub-feeds to (4) classroom panels and (1) MEP-room panel
• 26-24 Switchboards / Panelboards — one 600 A distribution panel; (5) branch panels (NEMA 1, 42-circuit, 208Y/120 V)
• 26-27 Wiring Devices — 384 duplex receptacles (each classroom: 14 + 4 wet-location GFCI), 22 dedicated tech circuits, 14 ceiling-mounted projection-receptacle drops
• 26-28 Protective Devices — AFCI per NEC 2023 §210.12(B); GFCI per §210.8(D); SPD at distribution panel
• 26-32 Emergency / Standby — generator-inverter battery system for egress lighting and fire alarm (existing system extended); 90-min battery-backup on EM fixtures verified per NEC 2023 §700.12 / WAC 296-46B
• 26-41 Grounding — supplemental ground rods at addition; bonding to existing GES verified
• 26-50 Lighting — 232 fixtures (recessed troffer with daylight-harvest dimming in classrooms, surface mount in corridors and MEP room, exit signs throughout)
• 26-56 Exterior Lighting — 6 wall-pack LED at exterior egress doors

2. ALTERNATES

3. UNIT PRICES (add/delete post-award)

4. EXCLUSIONS (pulled from bid.standard_exclusions.public_works)

• All civil / concrete / structural work
• Communication / data cabling (Division 27, by separate sub)
• Fire alarm wiring (Division 28, by separate sub) — coordination only
• Permit fees (owner-paid per project manual)
• Special inspections (paid by owner)
• Asbestos abatement / lead remediation in any existing-building tie-in
• Move-management or owner-furnished AV / smartboard equipment installation
• WA State L&I prevailing-wage adjustments retroactively if Wage and Hour reissues rate determinations during the project (CO if material)

5. ASSUMPTIONS

• NEC 2023 with WAC 296-46B amendments (cited per default_jurisdiction.citation_format)
• WA State Prevailing Wage rates per WA L&I, current as of bid date; certified payroll on Form A-1-1 weekly via L&I online portal
• MWBE goal 12% — Krasa Electric's MWBE certification satisfies the goal directly; subcontractor MWBE participation tracked separately
• Normal working hours per project manual; no work during the school day except summer / weekend
• Continuous access to existing electrical room for tie-in
• One mobilization for rough-in; one for trim
• Existing GES verified at pre-construction; remediation if found inadequate via CO

6. SCHEDULE

• Mobilization: 2026-06-22
• Underground rough-in (PVC feeder run): 2026-06-29
• Above-grade rough-in: 2026-07-06 through 2026-08-15
• Trim and finish: 2026-08-17 through 2026-08-31
• Substantial completion: 2026-08-31 (one week before school year starts)
• Final completion: 2026-09-12

7. BID TERMS

• Bid valid for acceptance for 60 days from 2026-05-19
• Tariff-aware escalation: Cap-and-Share Variant (per material-tariff-escalation-clause-drafter.md — public-works owners typically don't accept full pass-through; the variant uses a 3% cap with shared overage above the cap; Affected Materials covers the 600 A switchboard, panelboards, and copper feeder)
• Bonding: P&P bond at 1.0% included; bid bond submitted with bid
• Sales tax: Included on materials at WA state + Yakima County rate (school-district properties not exempt)
• Prevailing wage: Included at WA L&I current rates (Yakima County electrical rates)
• §39.04.250 prompt-payment statute language acknowledged

8. QUALIFICATIONS

• WA OMWBE-certified MWBE #M2W-12041
• EMR: 0.78
• Insurance: GL $2M / Auto $1M / WC statutory / Umbrella $5M (per project manual minimums)
• License: WA EL-21008 (electrical contractor)

Bonding & Insurance Reconciliation:

• Required bid bond: 5% of base bid ($106,420). Krasa's bonding_capacity accommodates. OK.
• Required P&P: 100% of contract value ($2.1M). Krasa's bonding_capacity single-job: $5M. OK.
• Required GL: $2M. OK.
• Required umbrella: $5M. OK.

Bid-Submission Checklist (the 12 items that disqualify a public-works bid):

1. ☑ Bid form signed by authorized officer (Abe Clark, Owner) per company resolution
2. ☑ Bid bond enclosed (5% of base, AIA A310, Travelers as surety)
3. ☑ All addenda acknowledged (#1, #2, #3 — initialed on bid form)
4. ☑ Public Works contractor's registration current (WA L&I PWC-1234567)
5. ☑ Statement of Bidder's Qualifications enclosed (per project manual §00 4513)
6. ☑ Subcontractor List enclosed (project manual §00 4519)
7. ☑ MWBE participation form enclosed
8. ☑ Certification of Compliance with Wage Payment Statutes
9. ☑ Non-Collusion Affidavit
10. ☑ Insurance certificates current at bid (current COI w/ YSD #7 as additional insured)
11. ☑ Sales tax included as a separate line item (per state DOR public-works rules)
12. ☑ Bid envelope sealed and labeled per project manual §00 2113

Tariff-Aware Escalation: Cap-and-Share Variant attached as Exhibit C (per material-tariff-escalation-clause-drafter.md). 3% cap on cumulative material price increases; 50/50 share above the cap. Affected Materials includes the 600 A switchboard, the (5) branch panels, and the copper feeder.