Creating and preparing a bid package

A Bid Package keeps one solicitation's information and bidder lifecycle together.

Best for: General contractor preconstruction teams · Requires: Bid-management permission.

1. Open Preconstruction → Bid Management.
2. Select Add Bid Package.
3. Enter a specific package name and save.
4. On Bid Package, complete the overview, including the manager, due date, project description, instructions, and package attachments available in your workspace.
5. Add bid scopes when bidders should price separate portions of work.

Scopes affect the response form. A package without scopes asks for one bid amount and a Scope narrative. A package with scopes lets the bidder enter an amount and notes for each assigned scope.

Use the package activity area to review important changes. Rename the package from Actions if its identity changes; editing the title does not create a new package.

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