Respond to Estimate Requests

Modified on Wed, 30 Oct at 11:26 AM

The Linarc platform notifies the subcontractors and vendors invited by the general contractor to submit their work cost estimates for a change order work, assigned to them. The subcontractors can analyze their part of the work in the change order, generate an estimate, and submit it to the GC as their bid. 

The GC reviews the bids from different subcontractors for a change order and accepts the qualifying ones. Once accepted and approved, the GC awards the job to the respective contractor. 

This page explains how a project manager of an SC company accepts an invitation and submits their estimate for a change order.

You get a notification once a bid request is made to you.

Roles and Permissions:
Only users assigned with roles having 'Manage' permission or 'Accept' permission for Change order Invite(Bids) in the change order module can respond to a bid request.

View the change order work cost estimate request

  • Click the notification to open the change order

Alternatively, you can open the change order from the 'CO Invites' screen. To do so:

  • Open the management console of the project
  • Click the app launcher  , then select 'Finance.'
  • Click 'Change Order' on the top
  • Click 'CO Invites' on the left

Search and filter options:

The 'Invitation Table' screen shows the list of change orders pending your response:

  • Click the change order title to view its details

  • Click 'Submit Estimates' to activate the 'My Estimates' tab.

Submit your Estimates

  • Click the 'My Estimates' tab

You can submit your estimate in two ways:

Create your estimate

  •  Click 'Create' in the estimate pane

  • Each line in the estimate should contain one task entry. 
  • Enter the values for the tasks under the following column headers. 
    • Task Code - The cost code of the line item. Typically, this is the standard code for the task or deliverable as per CSI Master Format. If your company uses a custom coding system, enter the code as per your company's task code format. Contact your administrator for more details.
      • Click inside the cell and select the code from the drop-down
  • Double-click inside a cell to enter the following values. Enter the monetary values in US dollars.
    • Name - The label of the task or deliverable
    • Qty - The amount of work done by the task 
    • Unit - The unit by which the amount of work done is measured 
    • Hrs - The period required for completion of the task in manhours
    • Labor$ - The manual labor cost estimated for the job
    • Equip$ - The estimate of cost incurred by the use of equipment and machinery for the work
    • Sub$ - Expenses related to external subcontracts, if any. 
    • Mat$ - Cost incurred by the materials used for the work 
    • Other$ - Miscellaneous expenses like transportation, material handling, fees paid to various vendors, agencies, and more.  
    • Oh$ - Overhead and operation costs that the company bears, relevant to the task
    • Profit$ - The profit expected from the work
    • Total$ - Auto-calculated from the values in the row
  • Click '+Add Row' to add more line items
  • Click 'Save' to save your draft

You can edit the values before submission. Click here to know more.

Upload your estimate

  • Click the 'My Estimate' tab
  • Click 'Download' at the bottom right to obtain a blank Excel file containing the required field headers. 

Requirements of the estimate file

  • The Excel file should contain an exhaustive list of tasks for the completion of the change work. 
  • Each line in the file should contain one task entry.
  • Enter the values for the tasks under the following column headers. Enter the monetary values in US dollars. 
    • Task Code - The cost code of the line item. Typically, this is the standard code for the task or deliverable as per CSI MasterFormat. If your company uses a custom coding system, enter the code as per your company's task code format. Ensure that the task codes entered here are included in the task code list of your company. Contact your administrator for more details.
    • Task Name - The label of the task or deliverable
    • Estimate Time - The period required for completion of the task in days
    • Estimate Labor - The manual labor cost estimated for the job
    • Estimate Equipment - The estimate of cost incurred by the use of equipment and machinery for the work
    • Estimate Subcontractor - Expenses related to subcontracts, if any.
    • Estimate Material - Cost incurred by the materials used for the work
    • Estimate Others - Miscellaneous expenses like transportation, material handling, fees paid to various vendors, agencies, and more. 
    • Quantity - The amount of work done by the task
    • Unit - Units by which the amount of work done is measured
    • Overhead - Operation costs that the company bears
    • Profit - The profit expected from the work
  • Save the Excel file with an appropriate name.
  • Upload or drag and drop the file.

Your entries are validated and added to the draft list if there are no errors in them.

Tip:
The entries with errors, for example, the task codes, are shown in red. You can directly double-click on the item and edit it.
  • Click 'Save'
  • Review your draft estimate
    • Use the toggle switch at the top right to switch between the detailed view and the summary view.
    • Click 'Reupload' and repeat the process if you want to present a revised estimate.

  • Click 'Submit' to upload your estimate.

Your estimate is forwarded to the general contractor.

Estimate Details:

The estimate details text box opens as soon as you submit your estimate file. You can enter the details and descriptions for your estimate and add supporting documents and photos.

  • Click the text box and start typing your description.
  • Click on the top right to add attachments like photos, images, and/or other document files to your description.
  • Add your comments at any time to share with the other participants collaborating on the change order work
Tip: 
You can chat with the participants of the change order at any stage. Click the button on the top right to start a chat session. See Chat and collaborate on a CO for more guidance.

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