Award a contractor (construction phase)

After receiving a number of quotes for your bid, one contractor will be chosen to do the related works on site for your project.

To award a contractor a bid, follow the steps below.

Note: contractors can only be awarded for projects in the "construction phase".

Step 1:  Go to your bid

Go to your bid and click on the "CONTRACTORS" tab.

Step 2:  Click the overflow button and select "Award bid"

Click the overflow button on the right-hand side of the contractor block and select "Award bid" from the menu.

 

Step 3:  Attach letter of intent

Attach your letter of intent by clicking the "ATTACHMENTS" button. This will be attached to the related email notification (if sent).

Check the "Send notification to Company" checkbox and type in the text field to send the awarded contractor an email to notify them of the award.

You can also check the "Notify unsuccessful contractors" checkbox and type in the related text field to send all contractors that were unsuccessful with their bid an email notification.

Click the "CONFIRM" button to finalize the award and send email notifications.

Step 4:  Notifications

Awarded and unsuccessful contractors will receive an email like the ones below.

The "Letter of Intent" (if added) will be attached to the awarded contractors email notification.

Example: awarded contractor email

Example: unsuccessful contractor email

Note: after a contractor is awarded, unsuccessful contractors will be excluded from the automatic transmittal process from that point onwards.

Step 5:  Add other contacts to the awarded company

Often the contact who is invited to a bid to price the work will not be the person completing the work on site.

To ensure other members of the awarded company (e.g. Site Foremen) also receive document updates, simply invite them into the related bid package.

The system will identify that they relate to a company who is already added to the bid package and group them in the Company's profile.

Note: Uncheck the "Send Notification" option so they do not receive a bid Invitation Email.