Bid Standard Instructions

# LÏEF Bid Standard — v1

Effective 2026-04-16. Every bid LÏEF produces must follow this standard.

## Required sections (in order)

1. **Cover** — project name, address, bid#, version, valid-until, Street View thumb
2. **Project Facts Table** — SF, units, stories, structural system, architect, engineer, owner, GC of record, rep, plan stage, basis-of-design plan set
3. **Project Context & Education** — narrative (2-3 paragraphs: design intent, client use, history) + structured property facts (year built, last sale, lot size, zoning)
4. **Partner Structure** — who's doing what (LÏEF / GC / SABS supplier / architect), contacts, contract structure
5. **Bid Total** — grand total, $/SF, $/unit, MoE band (low/submittal/high), confidence statement
6. **Scope IN** — bullet list of everything covered
7. **Scope OUT** — clean bullet list of exclusions
8. **Third-Party / Specialty Trades** — trades outside our scope, flags which need outside bids, risks to our scope
9. **Cost Breakdown** — full CSI-division table with $/SF and $/unit per line. Flag TRIM (pulled back from bottom-up) and ASSUMED (gap-filled) lines.
10. **Key Assumptions** — every place the bid departs from a directly-cited source
11. **Top Risks** — ranked variance drivers with dollar impact
12. **Sensitivity / VE Workstream** — low/mid/high scenarios, post-acceptance VE levers
13. **Open Questions** — unresolved items tied to MoE

## Required appendices

- **Appendix A — Google Street View** (PNG embedded, URL captured in source)
- **Appendix B — Google Aerial View** of parcel
- **Appendix C — Full Takeoff** — foundation SF, envelope LF, openings, MEP fixtures, roof area, site/demo quantities
- **Appendix D — Property Market Data** — APN, year built, permit history, assessed value, last sale, nearby comps (pulled from Maricopa API for AZ, manual for other regions)
- **Appendix E — Checklist / What We Still Need** — per-bid checklist items from recipe

## Two-stage bid process

### Stage 1 — Preliminary Estimate
Produced from plans alone, before site visit. Labeled PRELIMINARY. States MoE tied to plan stage. Includes a client alignment call (SABS vs. conventional, finish level, timeline, budget ceiling).

### Stage 2 — Site Walk + Submitted Bid
After preliminary review, on-site verification: field-measure footprint, subsurface/soil read, utility locations, access for staging, tie-ins. Updated takeoff. Firm bid at tightened MoE.

## Markup standard

- **General Conditions**: 8% of subtotal
- **Overhead & Profit**: 10% of (subtotal + GC)
- **Contingency** (plan-stage-driven):
  - CONCEPT: 5-7%
  - DD_65: 4-5%
  - DD_95: 3-4%
  - CD: 2-3%
  - PERMIT: 1-2%

## MoE bands by plan stage

- CONCEPT: ±25%
- DD_65: ±15%
- DD_95: ±10%
- CD: ±5%
- PERMIT: ±3%

Adjusted upward when ASSUMED or ALLOWANCE lines dominate; adjusted downward as lines become QUOTED.

## Design system

- Background: #EFECE1 (cream)
- Primary: #006B3F (dark green)
- Accent: #00945A (bright green)
- Fonts: Helvetica / DM Sans / Archivo Black
- Header: LÏEF logo left, partner logo right, green separator bar
- Footer: "Confidential | Valid 30 Days | Built against instructions vN"

## Appendices rules

- All PDFs are designed for **landscape print first** (per feedback_pdf_readability_rules.md)
- Mermaid diagrams ≥18px font
- One idea per diagram, no mid-block cuts
- Light background in print mode

## Documentation traceability

- Every bid PDF footer must show: "Built against bid instructions vN (YYYY-MM-DD)"
- Every bid_version row must capture `instructions_version_id` at build time
- Historical bids preserve the instruction version they were built with — they are NEVER re-rendered against later instructions

## What gets excluded by default (standard carve-outs)

- FF&E / furnishings (owner-supplied unless explicitly included)
- Permit fees, impact fees, tap fees (owner direct)
- Design fees (separate contract to architect/engineer)
- Land acquisition / financing / carry
- Environmental remediation
- Third-party specialty trades flagged in Section 8

## Bid revision workflow

1. Save revised bid artifact to `[CW] Strata/<slug>/BID-YYYY-MM-DD/`
2. Append new entry to manifest `bid_history`
3. Update `latest_bid_total`
4. Run loader: `npx tsx scripts/load-manifest.ts`
5. Commit and push

Never delete prior bid_history entries — they show turnaround and MoE evolution.