Create a bid package

This article will teach you how to set up a bid package for your project.

To create a bid package for your project, follow the steps below.

Step 1:  Go to Bidding

Go to your Bidding module and click the "NEW BID" button.

Step 2:  Add your bid folder name 

First, type in the name of your bid folder. You can select one of the bid package name suggestions, or enter your own.

Step 3:  Add documents

After clicking your bid package folder, you will be directed to the bid documents tab. Here you will add plans/files related to the bid package works.

Click the "Documents" button to add plans/files from your document folders.

Add whole folders at once or select individual files by clicking the related checkboxes, then click the "SAVE" button on the top-right of your screen.

 Step 4:  Add scope information

Click on the "SCOPE" tab to begin adding your bid package information. A description of each field can be seen below.

• Bid Contact: the project team member responsible for this bid and will receive all related correspondence from contractors invited to price.
• Due Date: represents the date the bid is due to be closed.
• Reminder (optional): automate the distribution of reminder email notifications to contractors invited to price your bid a set number of days before the selected due date.
• Description (optional): information outlining the nature of the works to be done.
• Attachments (optional): attach any file from your device to be included in your bid package

 Step 5:  Add Scope of Works (SoW) breakdown

Your Scope of Works (SoW) breakdown will govern how contractors price your bid to ensure consistency across all the quotes you receive.

The SoW breakdown is broken up in to "sections", with a number of "items" under each.

A scope section represents one part of the total works for the bid. Scope items include a description field and the related unit of measurement for the item.

Contractors that are invited to quote on your bid will submit a price for each individual scope item under each section.

To add a scope section, click into the "Section" field and start to type the section name, then click the "+ADD ITEM" button to add your first item.

You can add the below units of measurement to an item:

• Day(s)
• Hour(s)
• Hundr
• Item
• Level(s)
• Lump sum
• Foot
• Sq ft
• Cu ft
• Month(s)
• No.
• Quantity
• t
• Thous
• Unit(s)
• Visit(s)
• Week(s)
• Worker(s)

After adding the related sections and items for your bid's SoW, click the "SAVE" button.

Step 6:  Preview your bid invitation (optional)

Although contractors will be pricing your bid via the interface, a "bid Invitation" pdf is attached to the email notification of contractors you invite to price as a formality.

To see a preview of the bid invitation pdf, click the "PREVIEW" button at the bottom of your Scope Breakdown section.

If you would like to learn more about setting up bid packages, shoot us an email at [e-mail] and our customer success team will be in touch.