| 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
- Put source PDFs, spreadsheets, and addenda in
bid-docs/.
- Run
contractor-bid triage <project> --profile hvac.
- Review
bid-package-working/takeoff/candidate-pages.md (candidate pages plus scope signals).
- Fill
takeoff/scope-pages-sources.json, then run contractor-bid build-packets <project>.
- Fill the takeoff JSON, then run
contractor-bid build-workbook <project>.
- Run
contractor-bid check <project> --profile hvac before sending anything out.
- 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.