Cases / Tendering & procurement
Tendering & procurement

Level bids to a common scope

Normalise structurally different bids - filling the scope gaps and pricing the qualifications - so every offer sits on the same basis before you compare the bottom lines and pick the real lowest.

4 steps12 minGeneral contractorCost consultancy / QS practiceProject / construction management firm

How it works, step by step

4 steps across the platform - what you do at each one, and why it matters.

1

Collect the bids

Bid Management

Gather every returned bid with the covering letter, the priced schedule and the qualifications each firm attached, so nothing that conditions a price is left in an inbox.

Why: The qualifications are where the real differences hide. A bid read without its conditions is a number without a meaning, and half the leveling work is just finding them.

InReturned bidsQualificationsOutBid set assembled
2

Map each bid to the scope

Bid Management

Set each bid against the common scope and flag what is missing, what is extra and where a firm has priced something different from what was asked.

Why: A gap you spot now is a negotiation; a gap you miss becomes a variation the day after award. Mapping to a single scope is what turns apples and oranges back into apples.

InBid setCommon scopeOutScope gaps flagged
3

Adjust to one basis

Bid Management

Price the gaps and the qualifications into each bid as adjustments, so every offer is restated as what it would cost to deliver the full common scope.

Why: Adjusting rather than disqualifying keeps a strong contractor in the race even if their bid was scrappy. It is the fairest and the sharpest way to find the true lowest cost.

InScope gapsOutLevelled bids
4

Compare and recommend

Tendering

Compare the levelled bids against each other and the budget, then write the recommendation on the offer that is genuinely lowest for the full scope, not just cheapest on paper.

Tendering screen in OpenConstructionERP: compare and recommend

Why: A recommendation built on levelled numbers survives challenge. It shows the client you compared like for like and awarded on value rather than on whoever forgot the most.

InLevelled bidsBudget baselineOutAward recommendation
Modules

Modules in this playbook

2 / 184 platform modules

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