Process change order bids
- 4 Minutes to read
Process change order bids
- 4 Minutes to read
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The 'Bids' tab allows the general contractor to review the bids submitted by the contractor(s) and accept or reject them.
Contract Change Orders
The 'Bids' tab shows the bid responses submitted by all invited contractors, including the one added by the general contractor, if any.
You can peruse each bid in detail and compare them to select the qualifying ones. You can accept more than one bid if the change work requires contributions from contractors of different trades. For example, suppose a job contains two components to be completed by electrical and plumbing subcontractors; you may accept bids from one electrical and one plumbing subcontractor for their part of the work as per the change order. Once the bids are accepted, the total cost quoted by the subcontractors is added to the CO. You can add any applicable additional costs and forward the CO for owner approval. After the approval, the CO is ready for assignment to the subcontractors whose bids were accepted. Also, the change order estimate is added to the project budget. See Contract Change Order Bids for more details.
Commitment Change Orders
The 'Bids' tab shows the estimate submitted by the commitment change order creator. You can peruse the bid, then accept, decline, or return the bid for revision accordingly. See Commitment Change Order Bid for more details.
Contract Change Order Bids
You will be notified whenever a subcontractor submits their bid for a contract change order.
- Click the notification to open the change order.
Alternatively, you can open the change order from the 'Change Orders' >'Boards' screen. To do so:
- Open the project management portal.
- Click 'Change Order' on the top.
- Click 'Boards' on the left.
- Click the change order you want to open
- Click the 'Bids' tab.
The interface shows the list of subcontractors who responded to the CO, with a snapshot of their bid details. You can review the bids in two ways:
Compare snapshots of the bids
- Select the bids you want to compare using the checkboxes
- Click the 'Compare' button at the top right
The screen shows a side-by-side comparison of bids from the selected contractors:
- Compare and analyze the bids.
Review bids individually
- Open the 'Bids' tab
- Click the name of the company whose bid you want to review.
- Review the bid in detail
- Hover your mouse over an attachment for the following options:
- Click
to expand it. - Click
to download it to your device. - Click
to remove it from the question.
- Click
- Use the left and right arrows at the top to navigate through the bids
to expand it.
to download it to your device.
to remove it from the question.Once you have reviewed all bids and selected the qualifying bids, you can take the following actions using the buttons at the bottom-right for each bid:
- Decline - Reject the bid.
- Accept- Approve the bid.
- If the change work requires contribution from more than one subcontractor, you can accept bids from multiple subcontractors for their part and award them respective work.
- Revise - Return the bid to the SC and request them to submit a revised bid. This is useful if the bid requires some minor adjustments to qualify. Once the SC accepts the revision request and submits their revised bid, repeat the process to review and approve or reject.
Once you have completed the bid processing, the next step is to finalize the cost and approve the change order. See Approve and close a Change Order to learn more.
Note:
For the change orders created for GC- self-performed work, you can upload your estimate under the 'My Estimate' tab and approve the same in this step. Once approved, the bid requests are locked, and you won't be able to request bids for those from your subcontractors.
Commitment Change Order Bid
You will get a notification whenever a commitment change order is submitted with its estimate by any contractor/vendor.
- Click the notification to open the change order
Alternatively, you can open the change order from the 'Change Orders' >'Boards' screen. To do so:
- Open the project management portal.
- Click 'Change Order' on the top
- Click 'Boards' on the left
- Click the change order you want to open
The change order opens at the 'Details' tab:
You can edit the details, change the due date and add watchers as required. See Create a Commitment Change Order for more details on the fields.
- Choose a sequence for the change order
- Ensure that all mandatory fields are filled in, and click the 'Bids' tab
The snapshot of the bid submitted by the creator is shown.
- Click on the company name to open the bid
- Review the bid in detail
- Hover your mouse over an attachment for the following options:
- Click to expand it.
- Click to download it to your device.
- Click to remove it from the question.
- Click
Once you have reviewed the estimate you can take the following actions using the buttons at the bottom-right for each bid:
- Decline - Reject the bid and decline the change order.
- Accept- Approve the bid. The next step is approving and closing the change order. See Approve and close a Change Order to learn more.
- Revise - Return the bid to the SC and request them to submit a revised bid. This is useful if the bid requires some minor adjustments to qualify. Once the SC accepts the revision request and submits their revised bid, repeat the process to review and approve or reject.
Once you have completed the bid processing, the next step is to finalize the cost and approve the change order. See Approve and close a Change Order to learn more.
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