hvac-bid-scope

# 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.