Scope-specific bid forms overview (BC Pro) As a general contractor with BC Pro, you can create bid forms that specifically meet your company’s needs. This capability saves you time by allowing you to store the bid forms that you create so that you can easily use them for future projects.
Scope-specific (i.e. Bid package) bid forms are only visible to bidders who were invited to that bid package. These bid forms are organized into sections under which relevant questions can be added. This article explains the different categories that are available in scope-specific bid forms so that you can accurately organize your scope-specific questions.
Please visit the “Bid Forms” section of our help center for additional resources.
To access bid package bid forms
Start from the “Bid Packages” tab. Click on a bid package.
You will be directed to the “Bidders” tab. Click on the “Bid Form” tab.
Alternately, start from the project’s “Bid Forms” tab. On the right, you will see a list of all the scopes that have been added to the project. Click on the scope-specific bid form tab you wish to update.
You will be directed to the selected bid form.
Please click here for instructions on how to create project bid form templates that can be saved and imported into future projects. Click here for instructions on how to set up bid form templates with detailed breakouts. Instructions for customizing your bid form for lump sum bids can be found here.
Continue reading to learn more about each specific category listed in scope-specific bid forms.
Line items are scope items that require separate pricing. If you want a more detailed breakdown of costs, add line items so that bidders provide pricing accordingly. Additionally, these line items count toward your adjusted total when analyzing bids with our Bid Leveling tool.
Please note that when general contractors do not add line items to a bid form, bidders are only asked to provide what is included in the default version of a scope-specific bid form: a lump sum amount. The lump sum item that is included in the default version of scope-specific bid forms is the same name as the bid package, as illustrated in the screenshot below.
Alternates are items in the scope that are not essential to a base bid but which could be potentially included in the final cost of the bid package. The decision to include items under “alternates” will be based on the final agreement with the owner. Furthermore, alternates count in your adjusted total when analyzing bids with our Bid Leveling tool.
Inclusions are scope confirmations within a subcontractor bid. Specifically, these are “Yes” or “No” questions that confirm that the bidder has a scope item within the bid. The answers that bidders provide to inclusion questions allow you to determine if they are missing any scope in their bid.
If you plug for the missing scope while analyzing bids, then the plug will be counted in your adjusted total amount. Click here for instructions on how to add plugs while analyzing bids.
Scope-specific information and unit costs
Scope-specific information and unit costs refer to clarifications of earlier scope items with specific details on quantity.
Plugs added under this section are not counted in your adjusted total. If you want to include a cost in the adjusted total, please add the question under the “Line Items” or “Inclusions” sections.
This section is meant for notes, disclaimers or any additional clarifications for bidders.
While individual questions can be added under each section, it is not possible to add additional sections to scope-specific bid forms.