Cases / Tendering & procurement
Tendering & procurement

Level the bids and buy out the job

Invite bidders against a written scope, take their spreadsheets in the form they send them, level everyone onto one scope so the numbers can be compared, award on a recommendation that prices the gaps, and carry the winner into a commitment without retyping it.

5 steps22 minGeneral contractorCost consultancy / QS practiceProject / construction management firm

How it works, step by step

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

1

Invite against a scope, not against a drawing set

Bid Management

Write the scope for each trade package, listing what is included and what is explicitly excluded, and invite the bidders against it. Answer questions in one place so every bidder gets the same answer at the same time.

Why: Bidders left to infer the scope from a drawing set will each infer a slightly different one, and the differences do not show up until leveling, when there is no time to resolve them. A written scope is what makes the bids comparable later, and it costs an hour now instead of a change order in the fall.

InScope of work per trade packageBidder list with contactsOutInvitations sent and trackedQuestions answered to everyone at once
2

Take the bids in the form the subs actually send them

Bid Management

Import each bid from the spreadsheet it arrived in and attach the qualification letter with it, so the exclusions travel alongside the number rather than living in somebody's inbox.

Why: Asking bidders to change how they submit is how a process dies on the day it matters most. Meeting them where they are costs nothing on bid day and still gets the numbers into one place, which is the only part that was ever hard.

InBid spreadsheets as they arriveQualifications and exclusionsOutBids loaded without retypingTime of receipt on record
3

Level everyone onto the same scope

Tendering

Set the bids side by side against the invited scope, mark what each one excluded, and carry a price for every gap so the comparison is between complete scopes rather than between headline numbers.

Why: The low bid is frequently the one that left the most out, and that is not dishonesty, it is two readings of the same drawings. Pricing the gaps is what turns three incomparable numbers into a decision, and it is the step a spreadsheet handles worst because the exclusions live in a letter and the numbers live in cells.

InAll bids for one packageThe scope they were invited againstOutBids side by side on one scopeScope gaps priced, not argued
4

Recommend an award somebody can audit

Tendering

Produce the recommendation from the levelled comparison, stating the adjusted total for each bidder and the reason the selected one was chosen, alongside capacity and bonding checks where the package warrants them.

Why: On public and institutional work the reasoning gets read by somebody who was not in the room, sometimes months later. Writing it down while the comparison is in front of you takes minutes; reconstructing it from memory after a protest takes days and convinces nobody.

InThe levelled comparisonReferences, capacity, bondingOutAward recommendation with reasonsWhy the others were not chosen
5

Buy it out without retyping it

Procurement

Turn the selected bid into a commitment, carrying the levelled scope and the priced gaps into the subcontract, and compare the committed value against the estimate line it came from.

Why: The scope that was levelled is the scope that has to be bought, and a subcontract retyped from the bid letter quietly drops the exclusions that leveling just made visible. Comparing the commitment to the estimate also tells you the buyout result per package while you can still act on it, instead of at the end of the job when it is only history.

InThe selected bid and its scopeContract terms and retainageOutSubcontract or purchase order issuedBuyout gain or loss against the estimate

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