From an RFP to a bid packet, with the output open.
Follow one public 18-page document through a project summary, an Excel materials checklist and a Word proposal draft. This is a generated sample with identifying details removed. It shows the documents, the open questions and the review still left to the contractor.
One public document. The same job in all three files.
The source is a public advertisement for bids from Otter Tail County HRA: Otter Tail County HRA — single-family rehab, Fergus Falls, MN. The recorded run read 18 of 18 pages. Its summary, checklist and proposal draft all come from that same run.
The property and contact details are withheld. The passages below are actual generated output from the published sample files, rather than quotations from the original RFP. This is a product demonstration, not a customer result or a record of a winning bid.
The summary gives you a first scope view.
Start by checking whether the generated summary describes the job you received. Then compare its scope and open questions with the original documents.
Project Summary — Otter Tail County HRA — single-family rehab, Fergus Falls, MN
This is a full gut-rehabilitation of a single-story ranch home with an attached garage in Fergus Falls, Minnesota, owned by Otter Tail County HRA. We're touching everything — exterior envelope, roofing, siding, windows, doors, concrete flatwork, foundation grading, and a complete interior rehab including plumbing, electrical, mechanical, insulation, drywall, flooring, and paint. It's a top-to-bottom rebuild of a tax-forfeit property to bring it up to current code and make it livable again.
A selection that still needs an answer.
Owner to confirm final shingle color and manufacturer selection
A roof appears in the scope, but the final shingle selection remains a question. The contractor needs to settle that selection before ordering or committing to a price.
The Excel file starts a list for you to verify and price.
This sample contains 227 checklist lines across 20 trade categories. The two rows below are copied from the generated file, including its uncertainty and price labels.
| Item | Description | Qty | Unit | Unit price |
|---|---|---|---|---|
| Existing roofing removal | Strip existing roofing material to sheathing; dispose off site | 1 | LS | UNPRICED — add your price |
| Roof sheathing — chimney patch | Inferred — verify before bidding. OSB or plywood sheathing to close chimney opening; match existing thickness | 20 | SF | UNPRICED — add your price |
The chimney patch line is explicitly inferred. Its 20 SF is a generated quantity to check, not a measured takeoff. Verify that the item belongs in your scope and measure the work before ordering. Every price cell in this sample remains unpriced.
Open the sample checklist and Excel download. For a blank workbook to fill yourself, use the construction materials checklist template.
The same scope becomes editable proposal language.
The Word draft carries the job into scope, inclusions and exclusions. Here is its roofing paragraph alongside the selection the summary left open.
Generated proposal scope · roofing excerpt
Strip the existing roofing to the sheathing and reroof with 30-year architectural asphalt shingles (CertainTeed Landmark – Moire Black or owner-selected color/manufacturer), including new felt, flashing, and roof vents.
Finish selections not yet confirmed by owner (paint colors, shingle color/manufacturer, LVP style, handrail material/style)
Read the draft against the open question: the product and color named in this paragraph need review alongside the owner's final selection. Reconcile the scope and exclusions before sending. Any draft dollar amounts in the full proposal also need replacing or confirming against your own costs and the job.
The packet organizes the first pass. You finish the review.
- Compare the generated scope with the current RFP, drawings, specifications and addenda.
- Resolve owner selections, inferred items and unanswered questions.
- Measure quantities, obtain supplier and subcontractor prices, and set your own bid price.
- Check schedule, compliance, terms and submission requirements before sending anything.
To try it on your own job, upload an RFP or plan set and review the free preview before choosing a packet. Final quantities, pricing, compliance and submission remain yours to verify.