THE RESEARCH DESK FOR COMMERCIAL HVAC PLATFORMSUPDATED OCT 20, 2026

12 · Next steps

What should the pilot statement of work require?

  • Bid Assembly research desk
  • Section 12
  • Page 4 of 13
  • Updated Oct 20, 2026

Use a bounded scope with a price, named deliverables and a decision at the end. The suggested two-to-four-week pilot after inputs and access are ready is a planning allowance, not an observed supplier lead time or a production implementation promise.

Requirement What to write down Who accepts it
Inputs File types, revisions, pages, work packages, document permissions Estimating lead and document owner
Outputs Fields, units, source page links, unresolved issues, export layout Estimating lead and receiving-system owner
Evaluation Held-out cases, manual reference, time categories, severity of errors Estimating lead; finance checks the time arithmetic
Review Named human approval before commercial use; uncertain or conflicting items go to an exception queue Commercial approver
Integration Supported interface, credentials, failure handling, reconciliation and duplicate protection System owner
Data handling Subprocessors, storage, retention, deletion, training-use terms and access records Authorised data/IT decision maker
Economics Fixed and variable costs, internal effort, additional licences and priced exclusions Owner or finance lead
Exit Exported data, configuration ownership, credential handover, deletion and rollback Buyer and delivery lead

Do not substitute a generic model benchmark for the acceptance pack. An extraction confidence score is a routing input; it does not tell you whether an unmentioned item was silently missed.

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