Define Trades/Cost Codes during Bid Pkg Creation
Cost Codes/Bid Package setup:
Would be very nice to populate cost codes for a bid package and that specific list for the specific package gets copied to all the subs being invited to bid. Otherwise building out project/bid package specific cost codes is extremely time consuming.
We are working on a new experience for bid package creation from the GC side. Our product team would love to get some thoughts/feedback from you by showing some mocks of what we have in mind.
Please respond to this email if your company is interested in jumping on a call this week to discuss.
Strategic Product Consultant
Jonathan Schaeffer commented
Love the ability of adding multiple trades to a vendor, however would like to pick and chose which associated trades to use for the vendor once added to the bid package. This would help show more accurate bid lists when grouping by trades and having a vendor only show under one trade (because the others were removed) once added to the bid list.
Erica Bjork commented
User would like project specific trades to set up their bid list. There are some vendors/subcontractors who are associated to multiple trades but they might only be bidding for ONE trade on a project. Currently, grouping by trade shows this vendor in all trades they are a part of but contractor would only like them to be visible in the trades they want this vendor to bid for.
Michael Walsh commented
Add a field for Bid Package budget to be input into the Bidding tool....this way we can report on it. It should just map out to the cost code you select for the bid package.
Annie Cooper commented
Add a "select all, un-select all" to the bidding process when selecting vendors cost codes.
Kerri McDonald commented
Need the capability to select what trade classification you want a subcontractor to bid on a project. For example, we have a subcontractor that offers several trades such as Drywall, Painting, Siding, Finish Carpentry. When looking at the bid list reports, this subcontractor will show up under all these categories when in fact they will only be pricing siding, for instance. When choosing the subcontractor we would like the capability of selecting which trade or trades we want them to price. There are also frequently different contact people for particular trades so this would help with contacts and recipients on correspondence getting to the right person.
David Lohman commented
If we are still looking for feedback, I support the need for a pre-determined schedule of values to help guide bidders with our requirements.
At the moment we can add cost codes but this does not allow us to specify what we want (eg, m2, quantity, per subjob/dwelling).
We would also like, (for project admins) to be able to correct and/or delete a cost code for tenders received.
One thing I want to mention as a current workaround, is that when adding bidders to a project, we only add their default cost codes to the bid that match the cost codes added to the project (Project Admin Tab).
So for example, if there was no concrete on this particular project I would not add those cost codes to the project's cost code list. Therefore when bidders are added to the bid package that has the concrete cost code added to their company by default, it WILL NOT display when you get to the invite page. Thus eliminating the need to remove the unused cost code from those bidders.
This is by no means the solution we want to have in place. We can be much more efficient about it during bid package creation, but I did want to provide that information if it might help in the meantime.
Estimating Department commented
Many of our subcontractors perform multiple trades/cost codes and when we send out ITB's for BIDDING it would be great if we had the capability to only keep the cost codes needed for that job OR remove one or more cost code instead of deleting them from the entire bid package, and also would be great if they (subcontractors) can select from the differents cost codes that they work, only the ones that they will be providing a proposal without showing up the amount or the bid proposal in all the trades/cost codes that they are able to do.
Jason Pharr commented
For the bidding functionality, it would be easier to use if I could first select all the "trade names" involved and then all of the "cost codes" that are associated with those "trade names" and then proceed to select the vendors that meet those qualifications. Right now it seems there is a lot of back and forth, which makes it easier to accidentally overlook a potential trade or cost code that should be included in the project scope.
Danita Seyer commented
this needs to happen before we even add bidders to be invited. It makes much more sense to add the cost codes when we are setting up the bid package. Then the last step would be to select bidders and send the package. We only need to enter the cost codes once for a group of bidders instead of individually for each sub. Far too time consuming and not the point of sending a bid package to multiple subs.
Lawrence Motta commented
Agreed. It's not much of a bid "package" if it does not have a schedule of values. Subcontractors are always asked to bid the plans and specs we send them according to the schedule of values that corresponds to our budget line items. This aligns their numbers with the budget and allows us to track costs accurately. Please make this change. Otherwise, your bid package tool is more of an encumbrance than an asset. I can launch better bid packages through Outlook using a .pdf template in half the time.
Bill Sheaffer commented
Currently when picking bidders, we have to pick a trade and then it lists all of the contractors under that trade. It would be a better feature to be able to pick all trades that is required for the project. Once that all of trades are picked then it would list every contractor and then could select to add all or pick manually thru all of the trades that were selected.
Michael Davis commented
Instead of adding line items to the bid sheet of each individual bidder in a bid package. Add a tab to the bid package for the schedule of values or line items that you want for that package. That way, you only have to do it once for a given bid package instead of multiple times.
If you could assign cost code and cost type on that tab and also have a selection to show those fields or not, that would be extremely beneficial and efficient.
Maybe even create a “bid sheet template” for different standard bids that you could apply from a single selection.
JL Jordan commented
Sending bid invites takes to long
Michael Davis commented
When entering cost codes for a bid sheet, there should be a way to enter in the same bid sheet cost codes to multiple bidders at once instead of having to select the same cost codes over and over.
Zak Schuttler commented
During the Bidding process, select the trades prior to selecting the subcontractors'.
Keith Johnson commented
When preparing a bid package, we should be able to build out the cost codes in the main package. I t is time consuming to edit this in each individual bidder since most would want the bidders to bid and submit using the same codes for review purposes.
Also a Draft status of other option so when you save the bid package after selecting the bidders it is not automatically sent out. If we want to prepare bid packages ahead and wait to email or correct information in the package this causes confusion.
Similar platform to ISQFT. Build a Trade/Cost Codes list for each project and make sure you have coverage.