Level Tenders for a Tender Form

Background

You may receive tenders from multiple vendors for your project. Tender levelling enables you to efficiently compare these tenders, helping you make an informed decision about whom to contract with.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Tendering tool.
• Additional Information:
  • Tenders can only be levelled after a tender form has been created and tenders have been received.
  • This feature only works for newer tender packages that have response types configured (after October 2023). See Create a Tender Form.
  • Levelled tenders can be converted to a Subcontract or a Purchase Order. See Award a Tender and Convert it to a Subcontract or Purchase Order.

Video

Steps

1. Navigate to the project's Tendering tool.
2. Click View or the name of the relevant tender package.
   Note: You can also click the name of the tender package.
3. Click the bid form name.
4. Click the Tender Levelling tab.
5. Click the Levelled Tenders view.
6. Take any of the following actions:
   • Alternates
     1. Expand the 'Alternates' section.
     2. Move the toggles  ON or  OFF to show or hide alternates. 
   • Tender Summary
     1. View how many items are excluded or missing from the submitted tender.
   • Configure Columns for Submitted Tenders
     1. Click the table filter icon.
     2. Move the toggles  ON or  OFF to show or hide a tender. 
   • Edit Line Items.
     1. Double click the field in the tender you want to edit.
        Note: Fields that have been edited will have a triangle in the cell.
     2. If available, select Include or Exclude.
        Note: This is based on the 'Response Field Type' in the tender form.
     3. Enter the new amount.
     4. Optional: Enter a note.
     5. Optional: Select a Line Item Colour.
     6. Click Add.
     7. Optional: Click View Activity to view change history for the field,
   • Private Line Items
     1. Locate the 'Private Line Items' section.
     2. Click + icon.
     3. Click Add Line Item and select Cost Code or Plain Text.
     4. Enter the item's Cost Code or Name, Description and select the Response Field Type.
     5. Optional: To create a section for your line items, click Add Section and enter the section name.
     6. Optional: Repeat the steps above to add additional sections and line items.
     7. Optional: To delete a section or line item, click the vertical ellipsesand select Delete Section or Delete Line Item. Click Delete to confirm.
     8. Click Save.
     9. Click into any of the fields for your private line items to enter included or excluded quantities. See the 'Edit Line Items' section above for more information.
   • Sort Tenders
     1. Click Sort to re-sort tenders from lowest to highest.
        Note: Tenders are automatically sorted from lowest to highest from left to right. Use this button to re-sort after editing a tender.
7. Optional: Export Tender Levelling Data.

See Also

• Create a Tender Form