hvac-bid-scope

name	hvac-bid-scope
description	Bid-project scope rules for HVAC and mechanical work. Use when starting, triaging, validating, or packaging a commercial HVAC/mechanical bid.

HVAC and Mechanical Bid Scope

Company: Your Company CSI division(s): 23 Spec section hints: 23 05 00, 23 07 00, 23 31 13, 23 74 00

Scope Rule

Base bid is limited to HVAC and mechanical systems defined by the profile: equipment, ductwork, hydronic and refrigerant piping, and air distribution. Test and balance, building automation/controls, plumbing, electrical power connections, and owner-furnished equipment must be explicitly included, excluded, or flagged before pricing.

Base Scope

• rooftop units
• split systems
• air handlers
• ductwork
• grilles registers diffusers
• hydronic piping
• refrigerant piping
• exhaust fans
• VAV boxes

Terms That Usually Identify This Scope

• hvac
• mechanical
• ductwork
• rooftop unit
• air handler
• VAV
• diffuser
• refrigerant
• 23 05
• 23 31

Adjacent Scope To Exclude By Default

• fire sprinkler
• electrical wiring
• plumbing fixtures
• structural steel
• owner furnished

Adjacent Scope To Flag Before Pricing

• test and balance
• controls
• building automation
• natural gas
• louvers
• fire damper
• smoke damper
• roof curbs

Bid Package Workflow

1. Put source PDFs, spreadsheets, and addenda in bid-docs/.
2. Run contractor-bid triage <project> --profile hvac.
3. Review bid-package-working/takeoff/candidate-pages.md (candidate pages plus scope signals).
4. Fill takeoff/scope-pages-sources.json, then run contractor-bid build-packets <project>.
5. Fill the takeoff JSON, then run contractor-bid build-workbook <project>.
6. Run contractor-bid check <project> --profile hvac before sending anything out.
7. Record user corrections with contractor-bid learn and update this skill/profile when the correction should become a durable rule.

Guardrail

Do not silently price excluded or flagged adjacent scopes. Carry the scope boundary through the summary, workbook, proposal letter, alerts, and sendoff package.