A clear package boundary
Each proposal identifies what is included, what is excluded and what depends on others. Multiple trades can be reviewed together while each retains a clear scope.
From issued set to closeout.
A coordinated package starts with an agreed document basis and clear responsibilities. Carry those decisions through each approval, release and field handoff.
- 01
Review the document basis
Establish project type, location, stage and bid date. Identify the current drawing set, specifications, schedules and addenda for the requested trades.
- Identify the issued revision and addenda
- Name the included buildings and areas
- Record open questions and priced assumptions
- 02
Agree the scope
Separate base scope, alternates, exclusions and work by others. Confirm materials-only or materials with managed installation, plus field dependencies and proposal requirements.
- Align quantities and package boundaries
- Identify adjacent-trade interfaces
- Define approval and change responsibilities
- 03
Approve before procurement
Identify required submittals, samples, shop drawings and dimension checks. Confirm product availability and procurement milestones for the approved scope.
- Assign review responsibility
- Track decisions that affect releases
- Verify exact systems and required evidence
- 04
Release by building, floor or phase
Translate the project schedule into identified work areas. Coordinate agreed deliveries and installation with access, staging, protection and area readiness.
- Identify each release and its revision
- Confirm receiving and storage conditions
- Review sequence changes before release
- 05
Coordinate field work and closeout
Review the agreed installed scope, document corrections and changes, and assemble the required closeout information for the project team.
- Resolve punch items within the agreed package
- Identify required product and care documents
- Confirm project-specific warranty requirements
Clear responsibilities.
Written decisions before release
Selections, accepted alternates and material changes need a recorded basis. An early budget, a concept image or an invitation to bid is not a fabrication release.
Project-specific fit
Location, exact systems, installation requirements and schedule are reviewed for the individual project. Texas coverage and scope acceptance are confirmed through that review.