Create a Bid Leveling Checklist

Open the checklist tab

Open a project, select a bid package, and choose Bid Leveling Checklist.

Build the base bid

Add the requested base-bid line items and describe exactly what each price must include.

Review the calculated base-bid total as line items are added.

Add alternates

Add each requested alternate with its description, quantity, and unit-cost requirement.

Use clear add/deduct language so bidder totals are comparable.

Add general acknowledgements

Enter each requirement bidders must acknowledge.

Choose Yes/No when you need a confirmation or Text when the bidder must explain a response.

Create the scope checklist

Select Create in the scope-checklist area. ScrubPlan creates package questions from drawings, specifications, supplemental bid documents, and organization inclusions.

Wait until checklist generation finishes before editing or creating Contract Inclusions.

Review and customize

Read every scope row, edit unclear wording, reorder items, and remove anything that does not belong in the package.

Use Customize Scope Inclusions to select document groups, pages, or specification sections, generate a preview, edit or delete its rows, and accept the finished group.

Export or refresh

Export the checklist to Excel, Word, or PDF when you need an offline review.

Use Refresh only when the underlying scope changed. Refreshing reloads the checklist and replaces current edits.

Use it for bid leveling

Once bidders submit, compare totals, scope responses, quote differences, notes, and outstanding actions in Bid Leveling.

Open discrepancy notices for missing or conflicting items, then record the awarded bidder when the review is complete.