Process Change Order Bids

The 'Work cost' tab allows the general contractor to review the bids submitted by the contractor(s) and accept or reject them.

The 'Work cost' tab shows the responses submitted by all invited contractors, including the one added by the general contractor, if any. 

• You can peruse each estimate in detail and approve the estimates.
• You can also request a revision of the estimate from the contractor with your comments, if required. If requested, the CO moves to the contractor. The contractor is notified to resubmit the estimates based on your comments. 
• Once the estimates 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. Also, the change order estimate is added to the project budget. 

Approve or revise the estimates

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 '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, then choose 'Boards' on the left
• Click the change order from the 'Bids in Process' column
• Open the 'Work Cost' tab

The interface shows the list of subcontractors who responded to the CO, with a snapshot of their estimate details. 

• Click the name of the company whose estimate you want to review. 

• Use the 'Detailed View' toggle switch to view the granular breakdown of the estimate
• Review the bid in detail

Once you have reviewed you can take the following actions using the buttons at the bottom-right for each estimate:

• 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 contractor 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 Close a Change Order to learn more.