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User guide · v1

Bidsmith for NYC Procurement

Bidsmith turns a one-page project intake into a compliant NYC RFQ, matches qualified contractors, and helps each one draft a bid response — without ever submitting on your behalf. This guide walks both sides through their workflow in 15 minutes.

What you're looking at

Bidsmith has two sides. Originators (architects, GCs, agency staff) create RFQs and invite vendors to respond. Responders(contractors, subs) accept the invitation, draft their bid response with AI assistance, and download a submission package they upload to PASSPort manually. The platform never submits on anyone's behalf — every binding step requires a human click.

Part 1 — Originator workflow

For the person who needs to issue an RFQ. 15–20 minutes end-to-end.

1

Sign in

Open bidsmithnyc.com and sign in (top right). First-time users create an account with their work email.
2

Create your RFQ

From the dashboard, click + New RFQ. Fill in:
  • Project title.The work's name — e.g. "Bronx River Houses Masonry Restoration, Phase 2". Don't paste a URL.
  • Agency. NYCHA, DDC, SCA, DOT, etc.
  • Procurement method. RFQ for two-step qualifications, CSB for low-bid, RFP for scored.
  • Estimate, schedule, M/WBE goal, bonding, insurance.Fill what you know. Anything missing renders as "[ORIGINATOR: SUPPLY THIS]" in the generated RFQ so you can fix it later.
  • Drawings & specs. Drag and drop PDFs (up to 30 MB each), or paste public Drive / Dropbox / Box / S3 URLs.
Click Create.
3

Wait while AI drafts your RFQ

Bidsmith reads your inputs and the uploaded drawings, then generates a complete NYC-standard RFQ in Markdown plus a procurement-flow diagram. This takes 30–90 seconds.
4

Review and edit the draft

The generated RFQ appears in the Draft RFQ panel. Read every word.The AI is honest about placeholders (it never invents dollar values, dates, or certifications), but boilerplate sections may need editing for your specific agency's conventions. Edit inline in the textarea, then click Approve & publish.
5

Find responders

Top-right corner: Find responders. Bidsmith ranks vendors in your database against this RFQ — bonding capacity, M/WBE status, trade alignment, past performance. Vendors with red "blocked" badges fail a hard requirement and can't be invited.
6

Invite the firms you want

Check the box next to each vendor you want to invite (high scorers are pre-checked). The right column shows whyeach got their score, so you can override the model where it's wrong about your project. Click Notify selected at the bottom of the page. Each vendor gets an email with a private link to their draft response.
7

Track responses

Back on the RFQ page, you can see which invited firms have opened their draft, run pre-flights, and completed sections. Bids close on whatever Bids due date you set during intake.
Important:Bidsmith prepares the package; you still post the RFQ to PASSPort or your agency's procurement portal manually. Bidsmith never submits on your behalf.

Part 2 — Responder workflow

For the contractor or sub responding to an RFQ. 20–40 minutes end-to-end.

1

Open the invitation email

You'll receive an email from Bidsmith with the subject line "Bid invitation: [project title]". Click Open your draft responsein the email. Check your spam folder if it doesn't arrive within a minute.
2

Sign in or create an account

Critical: sign in with the exact emailthe invitation was sent to. Bidsmith verifies email ownership before granting access to the draft. If you sign up with a different address, you'll see a "Wrong account" page — sign out and try again with the right email.
3

Step 1 — Eligibility

The workspace has four tabs across the top. Start with Eligibility. Click Run check. Bidsmith compares your firm's profile (bonding, certifications, VENDEX, past performance) against the RFQ's hard requirements. Outcomes:
  • Eligible — you can bid.
  • Conditional — you can bid, but one or more requirements are borderline (e.g. bonding capacity close to the threshold). Read the notes.
  • Ineligible — you fail a hard requirement (e.g. missing required certification). The notes tell you what to fix.
4

Step 2 — Narrative

Click Generate draft. AI writes a complete five-section bid response using your firm profile and past performance: Project Understanding, Approach, Schedule, Key Personnel, Past Performance. 30–60 seconds.

Read every section. Edit each one to add specifics, fix language, or remove anything the AI got wrong. Click Approve sectionon each. You'll see 1/5 approved5/5 approved as you go.

The AI will never invent past projects, awards, or people your firm doesn't actually have. If a section feels thin, that means your firm profile is thin for this scope — you can edit the section to add real detail, or acknowledge the gap honestly.

5

Step 3 — M/WBE plan (if the RFQ has a goal)

If the RFQ requires M/WBE participation, click Build plan. AI proposes certified sub commitments — names, cert numbers, scopes, dollar allocations — that meet or exceed the goal. Review and edit. For each proposed sub, AI also drafts a commitment-letter request you can send to that firm to lock in their participation.
6

Step 4 — Submit (compliance pre-flight)

Click Run pre-flight. Bidsmith checks every hard requirement: bonding, insurance limits, M/WBE plan against goal, VENDEX status, mandatory walkthrough attendance, federal SAM.gov exclusion list, NYC debarment list. Each check is pass / fail / warn. Every check must pass before you can download.
7

Download submission package

Once all three gates are green — narrative approved, compliance passing, M/WBE plan built — the Download submission package button activates. Click it. You get a .zip containing:
  • bid-package.md — your combined narrative + M/WBE plan + compliance attestation
  • opportunity-rfq.md — the originator's approved RFQ for reference
  • attachments/ — every file you attached to the response
  • manifest.json — machine-readable inventory of what's included
8

Submit to PASSPort (outside Bidsmith)

Open PASSPort in a new tab and sign in with your NYC procurement account. Upload the zip following the agency's instructions in the RFQ. Bidsmith does not submit for you — by design.Auto-submission to a city procurement portal is a liability nightmare, and you wouldn't want it anyway.

Frequently asked

Can I trust the AI-generated RFQ / narrative without reading it?

No. Always read every section before approving. The AI is honest about facts it doesn't know (it inserts "[ORIGINATOR: SUPPLY THIS]" placeholders rather than guessing), but boilerplate clauses and tone may need editing for your specific situation.

What happens to my uploaded PDFs?

They're stored privately under your account on Vercel Blob with a random URL only you can guess. Bidsmith reads them once to extract the project structure, and includes them verbatim in the responder's submission package. We never re-share, sell, or use your PDFs for model training.

What if the AI gets something wrong about my firm?

Edit the section in the textarea before approving. Your edits are what gets included in the submission package — the AI's draft is a starting point, not a finished bid.

The compliance pre-flight failed. Now what?

The failure detail tells you exactly which requirement didn't pass and what value is needed. Fix the underlying issue (e.g. attach a bid bond, update your firm's VENDEX status, increase the M/WBE plan%), then click Run pre-flight again.

I didn't receive my invitation email.

Check your spam folder. The sender is no-reply@bidsmithnyc.com(or whatever the originator configured). If it's not in spam either, ask the originator to re-send — they can re-trigger the invitation from their dashboard.

Can the AI submit my bid for me?

No, and it never will. By design, every binding step requires an explicit human click. Auto-submission would void your firm's review responsibility and create insurance and contract issues.

Does Bidsmith replace VENDEX / PASSPort?

No. Bidsmith prepares the bid package; you still maintain VENDEX / PASSPort accounts and submit through the agency's official portal. Bidsmith saves the prep work; PASSPort is still the system of record.


Need help?

Email support@bidsmithnyc.com or visit the glossary for definitions of NYC procurement vocabulary (M/WBE, VENDEX, PASSPort, PQL, prevailing wage, and more).

Bidsmith · NYC Procurement · Guide v1 · Updated 2026-05-12