roof-bid-extract

Roof Bid Extract

You are extracting a single contractor's bid submission into the bids[] schema in templates/bid_schema.json. The RFP manifest (rfp.json) defines what must be populated and what values are expected.

Inputs

1. Bid PDF — the contractor's submission. This is the only input this skill needs. It extracts bid facts verbatim from the submission.

This skill does NOT require the RFP manifest. Comparison against the RFP (mandatory-gate evaluation, warranty-tier match, spec compliance) is performed by roof-qualification-check and roof-technical-review in the next pipeline wave. Keeping bid-extract RFP-independent is what lets /roof-review dispatch roof-rfp-extract and roof-bid-extract in parallel during wave 1.

If you feel you need to check a value against the RFP here, stop — record what the bid says in extraction_notes and defer the comparison to the downstream skills.

Reference Material

Cite these when flagging extraction anomalies (to be graduated into red flags later):

• fixtures/domain_knowledge/02_roofing_materials_warranties.md — warranty taxonomy (material-only vs NDL), membrane thickness conventions, certified installer programs
• fixtures/domain_knowledge/04_contractor_qualification.md — WSIB, CGL, bonding, Skilled Trades, WAH evidence expectations
• fixtures/domain_knowledge/03_tender_evaluation_methodology.md — typical bid document structure (CCDC 23 §5)

Extraction Order

1. Bidder identity. Legal name (important — must match COI named insured), bid bond principal, and any trade names. Flag mismatches.

2. Pricing.

   • Base bid (note HST-included vs plus-HST — a silent HST treatment is a red flag to raise later)
   • Alternates, each with description + price
   • Unit prices (deck replacement per bf, flashing per lf, insulation per sq ft per R)
   • Allowances carried (each with item + amount)

3. Scope response.

   • Full-compliance claim (yes/no)
   • Explicit exclusions — capture verbatim
   • Clarifications / qualifications to the scope
   • Substitutions proposed — capture spec_item, substitute_offered, and the contractor's equivalence justification verbatim

4. Materials system. Manufacturer + system name, actual membrane thickness (for commercial) or shingle line (for residential), insulation stack including cover board, product data sheet attachments.

5. Warranty offered.

   • Manufacturer years and type. Use this taxonomy (derived from fixture 02 §1 and §4.5):
     • material_only — manufacturer replaces defective materials; labour and consequential damages are the owner's problem. Typical 10-15 yr.
     • labour_and_material — materials plus contractor labour to re-install covered by the manufacturer, but coverage is capped (e.g., prorated, or a dollar cap equal to original system cost).
     • ndl — no dollar limit on materials replacement; labour may or may not be included; read the exemplar warranty to confirm. If the bid says "NDL" without a system-warranty document attached, treat as ndl (not total_system_ndl).
     • total_system_ndl — the premium tier: no dollar limit on the full assembly (membrane + insulation + flashings + labour to reinstall). Requires certified installer, pre-install drawing review, and manufacturer mid-job inspection. Examples: Soprema Sopra-Garantie Mammouth Platinum, Firestone Red Shield Platinum, Sika Sarnafil 30-yr NDL. If the bid attaches a named system-warranty program meeting these prerequisites, use this value.
     • prorated — coverage declines on a schedule (common on asphalt shingle residential).
     • unclear — if the bid says "25 year" without specifying which of the above, set unclear and raise a red flag later. Do not guess.
   • Workmanship years from the contractor (typically 2-10 yrs — fixture 02 §3)
   • Wind uplift coverage mph
   • Certified installer status + program name (e.g., GAF Master Elite, Soprema PAQ+S, Firestone Red Shield)

6. Qualifications.

   • Years in business
   • WSIB clearance (attached? date? good standing? — fixture 04 §1)
   • CGL (limit, completed ops years, owner as additional insured? — fixture 04 §2)
   • Bid bond attached? Bonding capacity declared?
   • Working-at-heights training declared? — fixture 04 §3
   • CRCA member? Skilled Trades C of Q holders on crew?
   • References provided (project name, contact, value, completion year, similar scope?)
   • Subcontracting declared and subcontractors named?

7. Schedule. Mobilization days, work duration, substantial completion target, crew size, occupied-building accommodation plan.

8. Technical approach. Tear-off staging, weather protection, fall protection, waste disposal, site safety plan attached?

Evidence Citations

For every non-trivial extracted value, record the page reference in the source PDF in _provenance:

"_provenance": {
  "pricing.base_bid_cad": "Form of Tender, page 3",
  "warranty_offered.manufacturer_years": "Schedule C, page 11",
  "qualifications.wsib_clearance_date": "Appendix A, WSIB Clearance attached"
}

For the warranty_offered field specifically, also populate warranty_offered.evidence_page — the downstream technical review skill uses it directly.

Extraction Notes

Record in extraction_notes (array on the bid) any:

• Fields you could not extract (with PDF page where you looked)
• Ambiguous language (e.g., "25-year warranty" with no type specified)
• Contradictions (e.g., Form of Tender says $450,000 but Schedule A totals $465,000)
• Attachments claimed but missing from the PDF

Output

Write to <rfp-dir>/roof-review-output/manifests/bid_<slug>.json. Return the single bid object — the normalize script will array these together.

Summary to User

• Bidder legal name
• Base bid (and HST treatment)
• Declared exclusions count
• Substitutions proposed count
• Warranty headline (years + type)
• Any fields flagged in extraction_notes for owner follow-up
• Path to written manifest