Review the bid analysis for an estimate's RFP package

Open the RFP package details

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Estimates in the Preconstruction section.
3. Select the estimate number or title from the list.
4. Select View Estimate.
5. Within the estimate, select the Bid Management tab.
6. Select the RFP package code.

Open the bid analysis and select the winning bids

1. In the Bidders section, select Bid Analysis.
2. Review the Bidders Ranked By Total Bid, Lowest Bidders By Item, and the Bidder Items.
3. In the Bidder Items section, select the lowest bidder using the following options:
   • Select the lowest item manually by selecting the Awarded checkbox next to the appropriate vendor and item.
   • Use the Select Lowest Item Unit Price option to analyze and select each vendor's item individually.
   • Use the Select Lowest Bidder Overall option to select the vendor with the overall lowest price across all items.
4. Select Actions.
5. Select one of the following options:
   • Set Awarded Only: The vendor is tagged as the winner, but item pricing remains unchanged.
   • Set Awarded and Reset M Cost: The vendor is tagged as the winner, and the price is copied to the item’s Material (M) Cost Rate field.
   • Set Awarded and Reset L Cost: The vendor is tagged as the winner, and the price is copied to the item’s Labor (L) Cost Rate field.
   • Set Awarded and Reset E Cost: The vendor is tagged as the winner, and the price is copied to the item’s Equipment (E) Cost Rate field.
   • Set Awarded and Reset S Cost: The vendor is tagged as the winner, and the price is copied to the item’s Subcontract (S) Cost Rate field.
   • Set Awarded and Reset O Cost: The vendor is tagged as the winner, and the price is copied to the item’s Other (O) Cost Rate field.
   • Set Awarded and Reset M Cost and Set L / E / S / O Cost and Sell Rates to 0: The vendor is tagged as the winner, the price is copied to the item’s Material (M) Cost Rate field, and the Cost and Sell Rate fields for all remaining resources are set to zero.
   • Set Awarded and Reset L Cost and Set M / E / S / O Cost and Sell Rates to 0: The vendor is tagged as the winner, the price is copied to the item’s Labor (L) Cost Rate field, and the Cost and Sell Rate fields for all remaining resources are set to zero.
   • Set Awarded and Reset E Cost and Set M / L / S / O Cost and Sell Rates to 0: The vendor is tagged as the winner, the price is copied to the item’s Equipment (E) Cost Rate field, and the Cost and Sell Rate fields for all remaining resources are set to zero.
   • Set Awarded and Reset S Cost and Set M/ L / E / O Cost and Sell Rates to 0: The vendor is tagged as the winner, the price is copied to the item’s Subcontract (S) Cost Rate field, and the Cost and Sell Rate fields for all remaining resources are set to zero.
   • Set Awarded and Reset O Cost and Set M / L / E / S Cost and Sell Rates to 0: The vendor is tagged as the winner, the price is copied to the item’s Other (O) Cost Rate field, and the Cost and Sell Rate fields for all remaining resources are set to zero.

Remove awarded bidder selections

1. In the Bidders section, select Bid Analysis.
2. Select Reset.

Next steps: After pricing is submitted and analysis is complete, lock the bids as follows to prevent vendors from changing the prices in the TeamLink Portal:

1. In the Lock Status section, select the Locked checkbox.

2. In the dialog, select OK to confirm your action.