Prepare project context
- Take wide and close-up photos from safe, accessible locations.
- Write down visible concerns and where they are located.
- Collect HOA, county, or fire-district links to verify with appropriate authorities.
Printable sample
Contractor Bid Prep Packet
This public sample previews the structure of the bid-prep packet. It helps homeowners organize quote conversations; it does not rank, certify, endorse, warrant, or guarantee any contractor, scope, price, or wildfire outcome.
1. Project scope snapshot
Property / neighborhood: ________________________________
Project category: ☐ Vegetation / defensible space ☐ Gutter / roof debris ☐ Vent / ember protection ☐ Deck / fence / siding ☐ Other: ____________
Areas to discuss with vendors:
- ________________________________________________
- ________________________________________________
- ________________________________________________
Access notes: gate codes, driveway grade, turnaround space, pets/livestock, parking, disposal/staging limits.
2. Before-call checklist
Prepare vendor questions
- Ask what is included, excluded, and assumed in the quoted scope.
- Ask what credentials, insurance, permits, disposal, and site-safety steps may apply.
- Ask whether an onsite visit is needed before any final price or scope.
Prepare decision criteria
- Define preferred timing, budget range, cleanup expectations, and communication owner.
- Separate must-have work from nice-to-have upgrades.
- Plan to verify references, contract terms, and suitability independently.
3. Quote comparison matrix
| Vendor | Scope included | Exclusions / assumptions | Credentials question asked? | Price / timing | Follow-up |
|---|---|---|---|---|---|
4. Contractor question prompts
Scope and methods
- What exact areas and materials are included?
- How will debris, slash, chips, or removed materials be handled?
- What could change the scope after site verification?
Schedule and access
- What lead time, work duration, and access windows are expected?
- Who needs to be onsite, and what must be moved before work starts?
- How are weather, red-flag conditions, or restrictions handled?
Documentation
- Will the vendor provide a written quote and written change orders?
- What license, insurance, references, or proof of qualifications can be verified?
- What photos or completion notes will be provided for household records?
5. Decision log
| Date | Vendor / category | Open question | Owner | Next step | Status |
|---|---|---|---|---|---|
Customers choose and contract directly with providers. Verify credentials, suitability, permits, insurance, scope, and local requirements. This sample is not a complete product and does not guarantee quality, price, code compliance, lower premiums, wildfire safety, or structure survival.