As a general contractor with BC Pro, you have access to bid forms that can be customized to meet your project’s needs. Your subcontractors will be required to complete the bid forms when they submit on BuildingConnected so that you can ensure you receive all the information you need for your project.
There are two types of bid forms - Project Bid Forms and Scope-specific Bid Forms. This article goes over how to start creating your scope-specific bid form. It also shows how to customize your Scope-specific Bid forms for lump sum bids and for detailed breakouts to provide some examples of how you can use the bid forms for your company's needs.
To create or edit a scope-specific bid form
To start customizing the bid form for a project, start by clicking on the bid package. From the bid package’s “Bid Form” tab, click on “Edit.” Select "Edit" from the drop-down menu.
You will be able to add items to any of the sections as desired. Please review the Scope-specific bid forms overview (BC Pro) for more information about each of the sections. Depending on the section, the items will have different options for the response types (lump sum, unit costs, yes/no or text box) and to require or not require the question.
You can type each question individually or copy and paste questions from Excel.If you have your line items already written in Excel, this video shows how you can quickly copy from Excel (pictured left) and paste them right into the bid form on BuildingConnected (pictured right). BuildingConnected will separate them into lines accordingly.
If you’d like to add headers to keep your bid form organized, you can make any line a header by adding a colon to the end of the line item and it will immediately be marked as a "section header".
You can drag and drop items to reorganize them as you need. To do so, hold onto the left-hand side of the item where the dots are located and drag and drop them as desired.
At anytime, you can click on “Save" to save your progress.
Please note that if subcontractors are already invited to the project, when they access the bid form, they will receive a notice that the bid form has been updated. They will see any updates or progress you save on your end.
Once subcontractors submit bids, you will be able to see the completed bid form in the project’s Bid Leveling tab. For more information on our Bid Leveling tool, please reference the Bid Leveling section of our help center.