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Create a Bid Form (Beta)

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 In Beta
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

Objective

To create a bid form before you invite companies to bid.

Background

A bid form must be created for a bid package before you can add companies and invite them to bid. Bid forms make it easier to break down scope and cost information and help to standardize the responses that are being received from bidders. They can also help you better assess coverage by allowing you to customize how you organize your bidders. After inviting companies to bid with bid forms, you can easily compare bids with Bid Leveling. See Level Bids for a Bid Form.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Bidding tool.

Prerequisites

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the project's Bidding tool.
  2. Click View next to the bid package you want to add a bid form to.
  3. Click Create Bid Form.
  4. In the 'Bid Form Name' field, enter a name for the new bid form.
  5. Complete the following sections:
 Tip

You can adjust the columns in the Base Bid and Alternates sections. See the steps below.

  1. Click the vertical ellipsis icon-ellipsis-vertical.png icon in the 'Items' or 'Descriptions' column. 
  2. Choose from the following options:
    • Pin Column:
      • Pin Left: Click if you want to pin the column to the left side of the table.
      • Pin Right: Click if you want to pin the column to the right side of the table.
      • No Pin: Click if you want to remove the pin from the column.
    • Autosize This Column: Click to automatically adjust the size of the selected column.
    • Autosize All Columns: Click to automatically adjust the size of both columns.
    • Reset Columns: Click if you want to reset the columns to the default setting.

Base Bid

Fill out the bid form by adding the necessary line items for the project.

  1. Click Add Line Item to begin adding line items.
  2. Click the Select Cost Code menu in the 'Items' column. 
    Tip! Use the Search bar to locate a cost code to select.
  3. Click into the Description field to enter a description for the cost code.
  4. The line item is automatically added. Continue adding additional line items as necessary.
  5. If you want to add Alternates, see the section below. Otherwise, click Save or Save and Add Bidders. See Add Bidders to a Bid Form.

Alternates

If you want to allow bidders to provide alternative options or substitutions on the bid, you can add line items to the Alternates section.

  1. Click Add Line Item to begin adding line items.
  2. Click into the 'Items' column and click the 'Select Cost Code' menu.
  3. Select a cost code from the drop-down menu.
    Tip! Use the Search bar to locate a cost code to select.
  4. Click into the Description field to enter a description for the cost code as necessary.
  5. The line item is automatically added. Continue adding additional line items as necessary.
  6. When you are ready to save the bid form, click Save or Save and Add Bidders. See Add Bidders to a Bid Form.

See Also