Bid preparation

How To Bid Commercial Jobs — The Full Playbook

A working guide, not a checklist. You'll learn where to find commercial bids, how to read an RFP without missing a disqualifier, how to build a real quote with the numbers behind it, and how to follow up so more bids close. Pair with the Proposal Templates, Capability Statement, and Insurance Requirements.
Contractors reviewing a commercial bid package at a conference table

Step 1 — Where to find commercial bids (with links)

Commercial office buildings that put services out to bid every year
Every commercial property near you runs at least one competitive bid cycle each year.

Commercial bids come from four buyer types, and each has its own place to look. Pick two to start, and register today — most buyers won't open your bid unless you're already approved in their compliance system.

1. Property management firms (multifamily, office, retail). They post bids inside vendor compliance portals — Compliance Depot, Net Vendor / Vendor Cafe, RealPage Vendor Credentialing, VIVE. Get approved once and you'll receive bid invites the same day they're posted. Walk through registration in how to become a vendor.

2. Facility managers at owner-occupied sites (schools, hospitals, corporate campuses). They rarely post publicly — you win these by cold email + a strong capability statement. Find contacts on LinkedIn by searching "facility manager" + your city.

3. HOAs and community associations. Get on management-company vendor lists (FirstService Residential, Associa, RealManage) and attend one board meeting per quarter in your target neighborhoods. Boards vote on vendors in public — you can literally sit in the room.

4. Public agencies — federal, state, county, city. Register on SAM.gov (federal), your state eProcurement portal, and each county/city vendor site. Free, but the registration takes 2–4 weeks — start now, bid later.

  • SAM.gov — federal contracts (free, 2–4 week approval)
  • State eProcurement portals — search '[your state] vendor registration'
  • Compliance Depot / Net Vendor / RealPage — property management
  • BidNet Direct, BidPrime, GovWin — aggregators (paid, worth it after 6 months)
  • Local Chamber of Commerce vendor directories
  • LinkedIn — direct outreach to facility managers

Step 2 — Read the RFP twice (before you touch a spreadsheet)

Contractor reading a printed RFP with a highlighter

First read — scope only. One highlighter color. Mark every "shall," "must," and deliverable. At the end, write one sentence: "The buyer wants ___." If you can't, you don't understand the scope yet.

Second read — disqualifiers. Different highlighter. Look for the five things that get bids thrown out before pricing is opened: insurance limits, bonding, mandatory pre-bid meeting, submission format, and hard deadline. Miss one and your work is wasted — check insurance requirements before you estimate.

Then ask questions in writing. Every RFP has a Q&A window. Use it. Ask about ambiguous scope, materials specs, and warranty length. Silent bidders lose to bidders who look engaged.

  • Scope of work — every 'shall' and 'must' highlighted
  • Insurance and bonding requirements (GL, WC, umbrella, additional insured)
  • Submission format — PDF vs printed, page count, tab structure
  • Hard deadline — with timezone (bids submitted 1 minute late are rejected)
  • Mandatory pre-bid site walk (miss it and you're out)
  • Liquidated damages, retainage %, payment terms (Net 30 / 60 / 90)
  • Prevailing wage / Davis-Bacon requirements
  • MWBE / DBE participation goals

Step 3 — Build the quote (the formula + a worked example)

Estimator building a commercial quote in a spreadsheet

Every commercial quote is the same six-line formula. Miss a line and you either lose the bid or lose money winning it:

  1. Labor = production hours × loaded labor rate
  2. Materials = quantity × unit cost × (1 + waste %)
  3. Equipment = rental or hourly ownership cost × hours
  4. Subs = sub quotes × (1 + markup, usually 10–15%)
  5. Overhead = subtotal × 15–25%
  6. Profit + contingency = subtotal × 15–25% profit + 5–10% contingency

Worked example — 40,000 sqft office parking lot pressure wash, quarterly service.

Production rate for a 5.5 GPM hot-water rig with a 24" surface cleaner: ~2,500 sqft/hr. That's 16 labor hours per visit. Loaded labor rate (wage + payroll tax + WC + benefits) = $38/hr. Labor = 16 × $38 = $608.

Materials: 3 gal degreaser + SH mix at $9/gal = $27. Equipment: truck + hot-water rig allocated at $22/hr × 16 = $352. Fuel + disposal: $40. Direct cost subtotal: $1,027 per visit.

Overhead at 20% = $205. Total cost: $1,232. Add 20% profit + 5% contingency = $1,540 per visit, or roughly $0.0385/sqft. Quarterly contract price: $6,160/year. Cold-bid benchmarks from pressure washing pricing confirm this is mid-market for this property type.

Sanity check. Divide the total price by your revenue-per-labor-hour target ($90–$130/hr for most trades). If the number of hours implied is way off from your production estimate, one of your inputs is wrong. Never submit a bid you can't reconcile two ways.

  • Always visit the site — never estimate from Google Maps alone
  • Use production rates from your last 3 similar jobs, not what YouTube says
  • Loaded labor rate = wage × 1.30–1.45 (not just the hourly wage)
  • Add a written assumption for every unknown (water source, access, hours)
  • If contingency is over 10%, walk the site again — you don't understand the scope yet

Step 4 — Write the proposal (structure that wins)

Branded contractor proposal PDF open on a laptop

A commercial proposal is a document, not an email. Match the RFP's format exactly. If they want a tabbed PDF, deliver a tabbed PDF. If they want a printed submission in triplicate, do that — buyers absolutely reject non-conforming submissions.

Use this order every time. Buyers skim in this order and stop reading the moment something's missing:

  1. Branded cover — logo, buyer name, project name, date, your contact
  2. Executive summary — 3–5 sentences, benefits-forward, no fluff
  3. Scope of work — restated in the RFP's exact language, line by line
  4. Schedule — start date, milestones, completion date
  5. Pricing / schedule of values — itemized, not a single lump sum
  6. Assumptions + exclusions — this is what protects your margin
  7. References — 3–5 comparable jobs with buyer contact info
  8. Compliance — COI, W-9, license copy, certifications
  9. Signature + acceptance block — makes it easy to say yes

Attach a one-page capability statement and a short past-performance portfolio to every submission. The first page decides whether pricing gets read at all.

Step 5 — Submit without disqualifying yourself

Submission is where 10–15% of bids die on their own. Print the RFP's submission checklist, tape it to your monitor, and check it twice before you send. Common self-inflicted losses:

Wrong file format. Wrong number of copies. Filename doesn't match the RFP naming convention. Attached COI to the wrong email. Uploaded to the portal 90 seconds after the deadline (portals timestamp to the second — no grace period). Missing a required form buried on page 47.

Submit 24 hours early. Portal outages are real and never count as an excused delay. Confirm receipt by email or portal notification, save the confirmation, and move on.

  • File format matches RFP exactly (PDF vs .docx vs sealed print)
  • Filename convention matches (usually 'CompanyName_ProjectName_Date')
  • Every required form signed and dated
  • COI names the correct additional insured with correct wording
  • Submitted 24 hours before the deadline
  • Confirmation of receipt saved to the job folder

Step 6 — Follow up (where 30% of 'lost' bids get won)

Contractor calling a property manager to follow up on a submitted bid

Most competitors submit and disappear. A short, professional check-in every 5–7 days keeps you top of mind without being annoying. Use this cadence:

Day 1 — email confirming receipt and asking who the decision-maker is. Day 5 — brief email: "Wanted to make sure our proposal came through cleanly and see if any clarifications would help." Day 12 — phone call. Day 20+ — weekly light-touch email until a decision.

On losses, always ask why in writing. Half the time you'll learn something fixable; the other half you'll learn the incumbent was locked in and the bid was a compliance formality — which is worth knowing so you don't chase that account again next year.

  • Day 1 — confirmation + decision-maker email
  • Day 5 — clarification email
  • Day 12 — phone call
  • Weekly light-touch email after that
  • Every loss: request written feedback + add buyer to rebid list for next cycle
  • Every win: send a thank-you and confirm start date within 24 hours

The mistakes that quietly kill your win rate

Most lost bids share the same handful of causes. Fix these and win rate on qualified opportunities usually climbs from ~10% to 30%+ inside a quarter.

The biggest one buyers admit off the record? Your website. Commercial buyers Google every vendor before opening the bid. A Facebook page or a hobby-grade site quietly tanks you before pricing is read. See Facebook Page vs Website and commercial contractor websites for what buyers expect.

  • Skipping the mandatory site visit or pre-bid meeting
  • Missing the submission format (PDF vs printed, page limits, tabs)
  • Wrong COI — missing additional insured or below required limits
  • No exclusions section — you own every surprise on the site
  • Vague scope language the buyer can weaponize during change orders
  • No comparable references
  • No website, or a website that looks like a hobby
  • No follow-up

Get the full bid kit — checklist, templates, spreadsheet

Enter your email and we'll send the exact commercial bid kit we ship to every Attano client: the pre-bid checklist, the estimating spreadsheet used in the worked example above, editable proposal templates for your trade, and a follow-up email sequence. Free, no strings.

Frequently asked questions

Free preview + templates

Get the templates + a free website preview.

Drop your email — we'll send the templates from this guide, plus build you a free website preview. $100 only if you approve, then $50/month hosting and unlimited updates.

  • Bid + proposal templates emailed instantly.
  • Website preview in 3–5 business days.
  • No contracts, no commitment.

Request your free website preview

We’ll build a draft and only charge if you love it.

No credit card. No commitment. Built before you pay.

CallGet My Website Preview