A project record can earn a place on your research list. A useful bid needs a defined purchaser, scope, timing, and conditions. Use this checklist to separate “worth researching” from “ready for a quote.” It is a proposed working method, not a verified status for any project in BroomBrief’s sample.
First, confirm you have the right project.
Record the official project ID, source link, exact address and suite, scope, and last-check date. If two sources disagree, write down both versions. A name match alone is not enough: one address can have several suites, tenants, or phases of work.
TDLR’s project search supplies location and date filters. The City’s AB+C Public Search provides permits and case history without registration. Use those as evidence sources, not as substitutes for the purchaser’s current instructions.
Eight questions before you prepare a bid.
Is the project identity matched?
Confirm the address, suite, project phase, and scope. Keep a link and check date for each source. If the match is uncertain, resolve it before assigning another company’s project details to this record.
What is the actual stage and schedule?
Ask about the anticipated cleaning window, access hours, readiness of the space, and who will notify you of changes. Record who confirmed the timing and when. Keep filed dates labeled “planned” until actual timing is confirmed.
Who buys and approves the cleaning?
Identify the organization purchasing this scope, its business contact route, and the person or role authorized to review a quote. Do not assume the building owner, tenant, designer, or listed specialist is the cleaning buyer.
Is the scope still available?
Ask whether cleaning has been awarded, is included in another contract, or is handled by an existing vendor. Confirm any invitation, deadline, required format, and vendor-registration process. A public filing is not an invitation to bid.
What exactly needs cleaning?
Request a scope and, when appropriate, a site walk. Distinguish rough clean, final clean, and later touch-ups. Clarify interior glass, floors, fixtures, exterior work, debris, residue removal, and excluded areas instead of assuming they are included.
What quantities and conditions affect your work?
Verify cleanable areas and relevant quantities, finishes, access, available utilities, and site constraints. A registered project area is not a cleaning takeoff. Do not use the project construction budget as if it were a cleaning budget.
Can your business meet the requirements?
Check the purchaser’s onboarding, insurance, documentation, staffing, access, and scheduling requirements against what you can actually provide. Clarify how completion is accepted, how changes are authorized, and the proposed payment process before agreeing to terms.
What is the next action—and who owns it?
Choose one specific action and a date. For example: request the scope, resolve the suite mismatch, confirm the purchasing role, or decline because the work is outside your capabilities. A list without next actions is not a pipeline.
A listed project contact is not automatically a cleaning buyer.
TDLR’s accessibility-program overview describes a Registered Accessibility Specialist’s role in plan reviews and inspections. That role does not itself establish responsibility for buying cleaning. Likewise, an owner or design-firm name is a research clue, not buyer consent or a verified purchasing assignment.
A short routing question can be more useful than an unsolicited full proposal: “Who handles construction-cleaning procurement for this specific project, and is there a vendor process we should follow?” Use the business’s appropriate public channel and respect its response. Do not describe a source record as a referral or an invitation.
Use statuses that reflect what you know.
- Research only
- Source record found; project fit, buyer, or current stage is not confirmed.
- Needs clarification
- A specific missing fact or conflict prevents meaningful qualification.
- Purchaser confirmed
- The relevant purchasing role and current business route have been verified, with a date.
- Invited to scope or quote
- The purchaser has actually provided an invitation or next step. Record the evidence and conditions.
- Not a fit / archive
- Outside your scope, already covered, not available, or no longer worth pursuing. Retain the reason.
Do not promote a record just because a planned completion date is near. Keep unknowns visible, and update the status only when new evidence supports it.
Take the checklist into your own workflow.
The free CSV is a blank qualification worksheet with prompts, not a contact list or a set of verified opportunities. Download it into your spreadsheet tool and keep your project notes privately. Nothing entered in your own copy is submitted to BroomBrief.
Download the blank worksheetNeed a source list first? Read how to find Austin post-construction cleaning projects.
Published October 22, 2026. This checklist is BroomBrief’s general research workflow, not a pricing formula, safety procedure, legal advice, or assurance that a job is available. You remain responsible for evaluating a project and obtaining appropriate professional advice for your business.