Bid Leveling Template

Read 4 min

Bid Leveling Done Right: How to Use a Simple Template to Compare Apples to Apples

When it comes to construction estimating, one of the most time-consuming—and critical—tasks is evaluating and comparing bids from trade partners. Each subcontractor sends their pricing in a different format. Some skip breakouts for alternates, some don’t split up the phases, and others include incorrect quantities. Suddenly, what should be a straightforward comparison turns into a tangled mess of numbers.

That’s why you need a solid bid leveling template.

In this blog, I’ll Walk you through a clear, visual bid leveling template that helps you compare trade to trade, apples to apples, not apples to oranges.

Why a Bid Leveling Template Matters:

When estimators receive multiple bids, it’s rarely a clean comparison. Formats differ, quantities are off, and categories are missing. That’s where your bid leveling template comes in—it creates structure and clarity so that your recommendations for selection are backed by consistent, comparable data.

This blog is designed to give you not only the template but also tips and tricks for using it effectively. And if you have a better approach? Let me know! Lean is a two-way street—we’re always looking to improve.

Inside the Template:

I’m showing you a sample in Miro—just an image with some placeholder data to illustrate the concept. As we progress through projects, I’ll share real examples and lessons learned.

Here’s how the layout works:

  • Top Left Section: Project scope, pro forma budget, and key notes.
  • Left Sidebar: Quantities and risk/action items—for example, long lead procurement.
  • Main Table: Trade names at the top, with breakdowns for materials, labor, and equipment.
  • Bottom Totals: Where all pricing adds up.
  • Alternates and Adjustments: Captured separately to avoid confusion and keep everything visible.

You want at least three trades for a solid comparison. Plug in their numbers under consistent categories. If one trade includes a component the others don’t, use adjustments to normalize the totals so you’re still comparing apples to apples.

It’s Not Just About Price:

The lowest bid is not the lowest total cost.

You should also evaluate:

  • Did they comply with bid docs?
  • Did they price all required alternates?
  • Are they aligned on the schedule?
  • Did they follow the process and checklist?
  • Did they help identify risk?

Grade them on these soft criteria too—because qualifications matter just as much as pricing.

Pro Tips for Leveling:

  • Keep everything visual, clear, and traceable.
  • Use color codes or yes/no indicators for compliance.
  • Highlight your selected trade in the final row.
  • Add a row for notes and a section for final recommendation.
  • Guide the trades with a well-structured bid package up front.

We’ve all been there—getting back a bid that’s just one number with no breakout. That’s why guiding the process from the start helps avoid frustration and wasted time later. When you use a well-formatted bid leveling template, you set your team up for better decisions.

Final Thoughts:

Remember, we’re not just chasing the lowest number—we’re chasing the best value. That comes from a combination of cost, clarity, risk awareness, and process compliance.

And I’d love to hear your feedback—what works for you? What could we improve?

Let’s build smarter, together.

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

 

 

On we go

Posted in All

Work Packaging In Pre-construction

Read 4 min

Work Packaging in Pre-Construction: How to Prepare the Crew with a Single Source of Truth

Let’s be real—I’ve been thinking hard about something lately. Why do we go through a buyout meeting, execute a contract, hold a pre-mobilization meeting, and then run a pre-construction meeting… only to end up with nothing in the hands of the crew?

Each meeting is separate. Each note is stored in a different place. And none of it is tied together. That approach just doesn’t make sense.

But then it hit me—we use Canva all the time in our organization. Why not integrate these agendas into Canva and embed them into the work package?

What if we just:

  • Have the meeting,
  • Update the work package,
  • Repeat?

So, by the end of the process, we print a small, clean packet, and the crew has everything they need. Every decision. Every requirement. All in one place.

“But Jason, I Don’t Want to Print a Book…”

I get it. No one wants to hand their trade partners a 40-page manual. But Canva has a built-in feature where you can hide pages from print. Just click the little eyeball icon to mark the ones for historical backup only.

What’s left? The high-impact content:

  • Quality visuals.
  • Inclusions.
  • Key prep info.

Usually just 1–4 pages. That’s it. It’s all the most important conversations distilled into something the crew can actually use.

The Concept: Build Your LEGO:

Let me walk you through what we’re doing inside Miro. This is where the “Build Your LEGO” concept comes to life. For each bottleneck trade (say, task #80: vinyl), we simulate different production strategies:

  • 3-day Takt time with 5,000 sq ft zones.
  • 2-day Takt time with/without overlap.
  • Smaller zone sizes.

Once we identify the most efficient option, we collaborate with trade partners and ask:

  • What would need to be designed, fabricated, delivered, or installed differently?
  • What’s needed to meet this new rhythm?

Sometimes, this drops the planned duration from 99 days to 70. That’s a 37-day gain—without sacrificing quality or safety.

Connecting the Dots: From Strategy to Execution:

We’re building each work package with key stages in mind:

  • Bid packages.
  • Bid leveling.
  • Purchasing.
  • Pre-mobilization.
  • Pre-construction.

At every stage, information flows into the same document.

This way, when the trade partner gets to site, the work package is fully loaded—with logistics, zone plans, critical requirements, and even a brief blog inside the Miro plan.

Using the Canva Template:

The Canva work package file is structured to support every step:

  • Project goals.
  • Critical planning questions.
  • Checklists for each phase.
  • Trade partner teaming.
  • Pre-mob and pre-con notes.

Every detail—from buyout conversations to pre-test plans—is right there. And again, we hide any non-essential content before printing, so the crew only sees what they need.

What It All Means:

If you’re following along, you’ve probably caught on:
We’re documenting every decision throughout the process in one place using a simple, visual format that crews can trust. It’s not just about organizing—it’s about optimizing how we build.

And honestly, not giving this to our trade partners is like swimming across a mile-wide channel… and drowning five feet from shore.

We can do better.

So, here’s our commitment:

  • We’ll do Build Your LEGO analysis for every bottleneck trade.
  • We’ll document bid leveling, purchasing, and planning in one living document.
  • We’ll track decisions that impact install.
  • And we’ll deliver a clean, field-ready work package that supports success.

Key Takeaway:

Work packaging isn’t just about organizing documents—it’s about building smarter, faster, and with fewer mistakes. By integrating every planning step into a single, visual document using tools like Canva and Miro, we create a clear, field-ready work package that helps crews succeed from day one.

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

 

 

On we go

Posted in All

Temporary Power Planning In Construction

Read 4 min

How to Plan Temporary Power for Your Construction Project

Temporary power planning is something that must be done on every project—whether you’re connecting to an existing transformer, getting a power drop from a utility pole, or finding a solution for a remote site. No matter where your project is—downtown or out in the field—you need power. And not just for the trailers and restrooms, but also for spider boxes, temporary lighting, and all your other construction power needs.

This blog is all about making sure you have a clear plan, a solid timeline, and the right resources to get temporary power set up early and efficiently.

The Power of a Good Plan:

Let’s start with the plan. On our team, we combined input from electricians, a bit of help from ChatGPT, and step-by-step thinking to outline everything from regulatory requirements to system protection, safety measures, and inspection processes. Yes, it’s a lot of text—but it’s incredibly valuable. We included this in our bid packages and shared it with trade partners, and the response was clear: “This is complete. We know exactly what you’re going to do.”

That’s the power of a well-documented plan. Everyone stays aligned.

Building a Timeline:

Next up: the timeline. We built our schedule in InTakt and tied it into our overall production plan. You can export this into Primavera P6, Microsoft Project, or Excel, but the logic remains the same—plan early and tie it to real dependencies. We didn’t need power for early sitework, but it was critical for starting foundations. That’s where the logic connection lives.

From signoff and permitting to installation and inspection, every step is accounted for. That ensures the power company and trade partners can execute without delays.

The Sketch: Visual Clarity

We also created a detailed sketch—complete with notes, a legend, and a high-level visual of the entire power setup. I’ve kept this intentionally a little fuzzy to avoid distracting from the big picture, but it communicates the critical flow of work.

The sketch shows where we’ll tie in with the city and utility company, where service entry sections go, where we’ll need temp power for each construction phase, and how power will reach laydown areas and buildings.

This visual allowed our trade partner to analyze power capacity needs and respond accurately. They even asked for phase details and durations so they could match their work to our project timeline.

Summary: Plan, Timeline, Sketch

To recap, we did three things:

  1. Created a detailed plan — including regulatory, safety, and installation steps.
  2. Built a timeline — integrated into our production plan and aligned with project milestones.
  3. Developed a visual sketch — to communicate clearly and align stakeholders.

Even before we had electricians on board, we used this information to initiate early procurement, issue letters of intent, and immediately bring trade partners up to speed.

Whether you’re a field engineer, project engineer, or assistant superintendent, this blog gives you a repeatable process: Make a plan, sketch it out, set your timeline. Then collaborate, communicate, and execute as a team.

If you want to learn more we have:

-Takt Virtual Training: (Click here)
-Check out our Youtube channel for more info: (Click here) 
-Listen to the Elevate Construction podcast: (Click here) 
-Check out our training programs and certifications: (Click here)
-The Takt Book: (Click here)

Discover Jason’s Expertise:

Meet Jason Schroeder, the driving force behind Elevate Construction IST. As the company’s owner and principal consultant, he’s dedicated to taking construction to new heights. With a wealth of industry experience, he’s crafted the Field Engineer Boot Camp and Superintendent Boot Camp – intensive training programs engineered to cultivate top-tier leaders capable of steering their teams towards success. Jason’s vision? To expand his training initiatives across the nation, empowering construction firms to soar to unprecedented levels of excellence.

 

 

On we go

Posted in All