Execution & control

Scope packages

Draft scopes with inclusions, exclusions, and interfaces.

Converza helps turn documents and criteria into reviewable trade scope drafts.

Book a demo See workflow

Mechanical bid package

Workspace · Subcontractor scope package

Ready

Division 23 HVAC.pdf

Source map108%

Cited page

Trade scope matrix

IAO 1.1Specs, drawings, alternates, and interface notes grouped by trade.

IAO 2.1Draft inclusions, exclusions, and interfaces for trade partner review.

IAO 3.1Controls integration is mentionedin Division 23, but responsibilityis split with electrical drawings.1

Division 23 HVAC.pdfMechanical scopeIndexed
E-601 Controls Diagram.pdfInterface pointIndexed
Bid Form Alternates.xlsxAlternate pricingIndexed

Subcontractor scope with interfaces

Open sourceVerified

Specs, drawings, alternates, and interface notes grouped by trade.

Converza turns specs, drawings, and alternates into a trade-specific scope draft. 1

Controls integration is mentioned in Division 23, but responsibility is split with electrical drawings. 2

Converza turns the bid package into a structured scope draft that the team can validate before sending.

·1 Division 23 HVAC.pdf·2 E-601 Controls Diagram.pdf·3 Bid Form Alternates.xlsx

Before and after

The operational shift is from scattered manual review to cited answers and reviewable drafts.

Before

Procurement builds scopes by copying spec and drawing text, with interfaces that are easy to miss.

After

Converza returns cited inclusions, exclusions, and interfaces for review before sending to trade partners.

Real workflow for subcontractor scopes

Converza turns a technical package into a scope draft for procurement, PM, and operations review.

Mention trade package

The user mentions @Division 23 HVAC, @E-601 Controls, and @Alternates to create a coherent mechanical package.

Mechanical bid package

Workspace · Subcontractor scope package

Ready

Division 23 HVAC.pdf

Source map108%

Cited page

Trade scope matrix

IAO 1.1Specs, drawings, alternates, and interface notes grouped by trade.

IAO 2.1Draft inclusions, exclusions, and interfaces for trade partner review.

IAO 3.1Controls integration is mentionedin Division 23, but responsibilityis split with electrical drawings.1

Division 23 HVAC.pdfMechanical scopeIndexed
E-601 Controls Diagram.pdfInterface pointIndexed
Bid Form Alternates.xlsxAlternate pricingIndexed

Build mechanical package from @Division 23 and @E-601

Open sourceVerified

Specs, drawings, alternates, and interface notes grouped by trade.

Base scope includes HVAC, related controls, and relevant alternates grouped for subcontractor pricing. 1

Controls integration is mentioned in Division 23, but responsibility is split with electrical drawings. 2

Converza turns the bid package into a structured scope draft that the team can validate before sending.

·1 Division 23 HVAC.pdf·2 E-601 Controls Diagram.pdf·3 Bid Form Alternates.xlsx

Extract inclusions

The agent lists equipment, ductwork, insulation, startup, testing, and required closeout documentation with sources.

Mechanical bid package

Workspace · Subcontractor scope package

Ready

Division 23 HVAC.pdf

Source map108%

Cited page

Trade scope matrix

IAO 1.1Specs, drawings, alternates, and interface notes grouped by trade.

IAO 2.1Draft inclusions, exclusions, and interfaces for trade partner review.

IAO 3.1Controls integration is mentionedin Division 23, but responsibilityis split with electrical drawings.1

Division 23 HVAC.pdfMechanical scopeIndexed
E-601 Controls Diagram.pdfInterface pointIndexed
Bid Form Alternates.xlsxAlternate pricingIndexed

Extract required inclusions

Open sourceVerified

Specs, drawings, alternates, and interface notes grouped by trade.

Include supply, installation, startup, TAB testing, insulation, and closeout documentation required in Division 23. 1

Controls integration is mentioned in Division 23, but responsibility is split with electrical drawings. 2

Converza turns the bid package into a structured scope draft that the team can validate before sending.

·1 Division 23 HVAC.pdf·2 E-601 Controls Diagram.pdf·3 Bid Form Alternates.xlsx

Flag exclusions

Converza separates items not included or requiring alternate pricing to avoid incomparable quotes.

Mechanical bid package

Workspace · Subcontractor scope package

Ready

Division 23 HVAC.pdf

Source map108%

Cited page

Trade scope matrix

IAO 1.1Specs, drawings, alternates, and interface notes grouped by trade.

IAO 2.1Draft inclusions, exclusions, and interfaces for trade partner review.

IAO 3.1Controls integration is mentionedin Division 23, but responsibilityis split with electrical drawings.1

Division 23 HVAC.pdfMechanical scopeIndexed
E-601 Controls Diagram.pdfInterface pointIndexed
Bid Form Alternates.xlsxAlternate pricingIndexed

Flag exclusions and alternates

Open sourceVerified

Specs, drawings, alternates, and interface notes grouped by trade.

Exclude civil equipment pads, primary electrical feeders, and Alternate HVAC-02 unless procurement approves. 1

Controls integration is mentioned in Division 23, but responsibility is split with electrical drawings. 2

Converza turns the bid package into a structured scope draft that the team can validate before sending.

·1 Division 23 HVAC.pdf·2 E-601 Controls Diagram.pdf·3 Bid Form Alternates.xlsx

Resolve interfaces

The agent inserts an editable interface table with owner, preliminary budget, and action before sending.

Mechanical bid package

Workspace · Subcontractor scope package

Ready

Trade scope matrix

Generate at cursor

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ArialNormal text12BIUSH@#

Specs, drawings, alternates, and interface notes grouped by trade.

Controls integration is mentioned in Division 23, but responsibility is split with electrical drawings.

Insert an editable table with owner, preliminary budget, and action for each critical interface.

Table added to document

Interfaces and preliminary budget

Interface	Owner	Budget	Action
BMS / controls	Mechanical + electrical	US$18k allowance	Confirm E-601
Equipment pads	Civil	Excluded	Price alternate
Startup and TAB	Mechanical	Included	Attach protocol

Converza inserts the table as an editable draft so procurement can validate costs and owners.

Reject1/1Accept

Output example

A working format the team can review, correct, and move into its internal process.

Mechanical scope draft

Reviewable scope before requesting pricing.

Inclusions: HVAC equipment, ductwork, insulation, TAB, startup, and Division 23 submittals.

Exclusions: civil pads, primary electrical feeders, and Alternate HVAC-02 unless instructed.

Interfaces: editable table with BMS controls, pads, TAB, owner, budget, and action by point.

Review: procurement validates language and PM confirms interfaces before sending to subcontractors.

Documents used

Converza works from the project document package and keeps sources visible.

Specs
Drawings
Contracts
Trade packages
Addenda

Personas

Teams typically involved in this workflow.

Procurement
Project manager
Operations lead

Test Subcontractor Scopes with real documents.

Book a demo to walk through this flow with your team context.

Book a demo Explore product

Draft scopes with inclusions, exclusions, and interfaces.

Trade scope matrix

Before and after

Before

After

Real workflow for subcontractor scopes

Mention trade package

Trade scope matrix

Extract inclusions

Trade scope matrix

Flag exclusions

Trade scope matrix

Resolve interfaces

Output example

Mechanical scope draft

Documents used

Personas

Related product modules

Knowledge Base

Editor

Instructions

Collaboration

Related use cases

Scope & Risk Analysis

Contract Comparison

Quantity Takeoff Assist

Test Subcontractor Scopes with real documents.