AI Subcontractor Bid Leveling Agent

How Cassidy automates bid leveling using AI

Step 1: Trigger on bid submission deadline

The Workflow activates when your bid deadline passes or new proposals arrive via email, portal, or shared drive—automatically collecting all attachments and de-duplicating versions.

Step 2: Extract bid data from mixed formats

Cassidy's AI parses each proposal using OCR and NLP to pull base bids, alternates, allowances, unit prices, adders/credits, inclusions/exclusions, schedule notes, and addenda acknowledgments—regardless of format.

Step 3: Map to your scope baseline

Extracted line items are automatically mapped to your CSI divisions, WBS structure, and internal cost codes. Units are converted and standardized so every bid speaks the same language.

Step 4: Detect gaps and generate plugs

Cassidy compares each bid against your scope checklist and peer submissions, flagging missing scope (permits, commissioning, freight, testing), overlaps between trades, and brand/system variances. Plug amounts are suggested from historical benchmarks or estimator inputs.

Step 5: Validate compliance and flag outliers

The Workflow checks addenda acknowledgment, insurance limits, bonding, and safety requirements—flagging non-compliant bids. Pricing outliers are surfaced when line items or totals fall outside peer ranges or historical norms.

Step 6: Generate leveled bid tab and scope matrix

Cassidy produces a structured leveling sheet with bidders as columns and standardized scope items as rows—showing base bids, plugs, adjustments, and leveled totals alongside a complete scope matrix of inclusions and exclusions.

Step 7: Route for review and negotiation

The leveled comparison, gap log, and compliance summary are delivered to your estimating team via Slack, Teams, or email—ready for scope calls, final negotiations, and award decisions with a full audit trail.