name: tender-compare-matrix
description: Build a construction tender or quote comparison matrix covering price, exclusions, programme, insurances, bonds, and qualifications without picking a winner. Use when the user says tender compare, bid tab, quote matrix, compare subcontractors, compare builders, or tender assessment.
metadata:
type: workflow
version: "1.0"
pack: construction-office-skills
domain: construction-commercial
Tender compare matrix
Apples vs apples. Highlight gaps. Do not award.
Inputs required
- Trade / package name
- Tender documents issued (drawings rev, spec, programme, BoQ)
- Each bidder return (price schedule, cover letter, qualifications)
- Closing date
- Evaluation criteria if the client has them
If only lump sums arrived and no BoQ, say so and compare at cover-letter level plus exclusions.
Refuse list
- Do not pick a winner or recommend award unless the user explicitly asks for a recommendation after the matrix, and even then label it
RECOMMENDATION — not an award.
- Do not invent line items a bidder omitted — mark
NOT PRICED / MISSING.
- Do not normalise by silently adding numbers. Show an adjusted column only when the user supplies the adjustment rule.
- Do not hide a qualification in a footnote. Put it on the matrix.
- Do not send to bidders.
Method
- Build a common WBS / BoQ spine from the issued documents, not from the cheapest bidder.
- One column per bidder.
- Rows — lump sum, key BoQ lines, provisional sums, PC items, prelims, exclusions, inclusions, programme weeks, start constraint, insurances, bond / security, validity period, qualifications, non-conformances to the tender.
- Flag non-conforming returns at the top (late, wrong spec, missing schedule).
- Money as stated in the return currency. Note GST treatment if given.
- End with Gaps to close before award — questions, not scores, unless a scoring sheet was supplied.
Output
Follow assets/tender-matrix.md. Prefer a markdown table. If a spreadsheet is requested and an xlsx skill exists in the harness, use it — still keep this schema.
HOLD POINT — not an award recommendation unless separately requested
Optional VET map
Only if asked. Procurement evidence + evaluation record. No competency claim.
Done when
- Every missing line is visible as MISSING / NOT PRICED.
- Qualifications are in the matrix, not buried.
- No winner is selected by default.