Contractor Proposal Review

Before you sign a GC proposal or a fixed-price contract, have someone read it who has no stake in the build. We check what’s in the scope, what’s quietly excluded, and what the schedule and payment terms will actually cost you. An independent contractor proposal review is the last step before your signature — in writing, for owners across Texas and the United States.

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Contractor proposal review for a Houston commercial build-out — owner-side scope and pricing check
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Why a contractor proposal needs a second set of eyes

Two construction bids can describe different scopes even when they appear to cover the same project. An allowance may leave selections unresolved, an exclusion may transfer work to the owner, and a proposed completion date may depend on decisions that have not been made. Reviewing those assumptions before signing helps owners ask specific questions and compare proposals on a consistent basis.

What we check in a contractor proposal review

  • Scope completeness. Every CSI division verified as present or explicitly excluded — so nothing critical is quietly missing from the number you’re comparing.
  • Allowances. Flooring, casework, fixtures, signage and the rest, benchmarked against real pricing — because an allowance set too low is just a price increase you haven’t been told about yet.
  • Exclusions. Excluded work and owner-supplied items — identified so you can see who carries the cost and responsibility.
  • Schedule. Defended durations versus aspirational language, and permit time separated from construction time, so the timeline you’re promised is one that can actually hold.
  • Payment terms. Deposit, draw structure, retainage, and the trigger for final payment — read for the terms that quietly shift risk onto you.

Who hires us

Houston owners who order a contractor proposal review before signing a build-out or townhome contract

Commercial tenants signing a build-out. Franchise operators comparing two or three GC bids. Property owners handing a shell to a contractor for the first time. Investors and developers who want an independent read before an equity commitment — often alongside a multifamily feasibility study on the same deal. Anyone holding a proposal who suspects the number is too good, or can’t tell why two bids are so far apart.

What it costs to skip a contractor proposal review

Missing scope and unresolved allowances can increase the amount an owner ultimately spends. A lower proposal may require additional owner-funded work, while a higher proposal may include items its competitor has excluded. A review helps identify those differences before selection; it does not guarantee a particular saving or eliminate every construction risk.

What you receive from a contractor proposal review

The review turns the proposal into a written list of issues to discuss with the contractor. It connects unclear scope, allowances, exclusions, schedule assumptions, and payment milestones to the owner’s decisions. Where the documents support a cost assessment, the review explains the budget exposure; unresolved amounts remain questions to clarify rather than assumed savings.

How to compare construction bids on the same basis

Start with the same drawings, specifications, and project requirements for each bidder. Then compare what each price includes:

  • Base scope: identify work included in one bid but excluded or unmentioned in another.
  • Allowances and alternates: separate provisional amounts and optional work from the committed base price.
  • Owner responsibilities: list equipment, furnishings, utility work, or other items the owner must arrange.
  • Schedule assumptions: clarify start conditions, procurement dependencies, and what must happen before turnover.
  • Payment milestones: connect requested payments to the agreed work and supporting documentation.

For commercial tenants, combine the bid review with commercial buildout advisory so the proposal can be considered alongside lease and landlord responsibilities. Franchise operators can explore franchise build-out advisory for coordination with brand requirements.

How a contractor proposal review works, step by step

A contractor proposal review is not a formality and it is not a negotiation tactic. It is a structured read of every document the contractor has put in front of you, done by someone who does not profit from the outcome. Here is how an Epex contractor proposal review runs for a Houston owner, start to finish.

  1. Intake (day 1). You send the proposal, the drawings it was priced from, and any bid alternates or clarifications the contractor issued. If you have more than one bid, send them all — a contractor proposal review is most valuable when the bids can be leveled against each other.
  2. Scope mapping (days 1–2). We build a line-by-line map of what each proposal includes, excludes, and leaves as an allowance, tied back to the drawings. This is where most of the surprises surface: work that is on the plans but missing from the price, or priced in one bid and excluded in another.
  3. Pricing and allowance check (day 2). Unit prices and allowances are benchmarked against current Houston-area subcontractor pricing so you know whether an allowance is realistic or a placeholder that will become a change order.
  4. Contract terms (day 3). Payment schedule, retainage, change-order markup, delay language, and lien-waiver requirements are read against Texas practice. Where the contract is on an AIA form, we check the modifications against the standard AIA contract documents; where lien rights are involved, we flag the notice and waiver rules in Texas Property Code Chapter 53.
  5. Written findings (day 3–4). You receive a short written report: the gaps, the dollar exposure behind each one, and the specific questions to put back to the contractor before you sign. Most owners use it directly as their negotiation list.

The whole contractor proposal review typically takes three to four business days for a single-bid commercial build-out and about a week for a multi-bid comparison. The cost is fixed and quoted up front, so the review itself never becomes the kind of open-ended expense it is meant to protect you from.

Documents to prepare before your contractor proposal review

Send the contractor’s complete proposal, exclusions, allowance schedule, available drawings, and proposed schedule. Include competing bids if you want to compare them, plus relevant landlord or franchise requirements. Tell us your signing deadline and which decisions are still open. The available documents determine the review scope and the questions that need follow-up.

A proposal is only part of the total project cost. Our development budget review considers the wider budget, while construction draw administration supports payment documentation after construction starts.

Contractor proposal review findings reviewed with a Texas owner before contract signature

Frequently asked questions about contractor proposal review

How fast can you turn it around?

Most proposal reviews are back in 3–5 business days. If you’re against a signing deadline, tell us and we’ll work to it.

Do you negotiate with the contractor for me?

The review gives you a written list of exactly what to raise and why, with the dollar impact attached. You keep the relationship with your contractor; we hand you the leverage to use in it.

Will you build the project too?

No — and that’s the point. Epex Consulting is owner-side only. We take no builder margin, so nothing in the recommendation is protecting a construction contract.

Epex Consulting owner-side contractor proposal review, Houston Texas

Have a proposal or contract in front of you? Start a contractor proposal review

Bring the proposal, drawings, and your decision deadline. We will help you identify the scope questions to resolve before you sign.

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Owner’s Representation Development Budget Review Draw Administration Multifamily Feasibility Study