User guide/Bidding
Module 06
Bidding
Running the bid period on the record: bid events, questions and substitutions, addenda as real issuances, tabulation, and the award that starts the money story.
6.1 · Bid events
Opening a bid event
Open a bid event per delivery package, then set the ground rules in Bid settings: delivery method, bid due date, question deadline, addendum cutoff.
The Overview tracks the whole period at a glance: key dates, what’s in your court, addenda issued, approved substitutions.
6.2 · The registers
Questions, substitutions, addenda, bids
| Tab | What lives there |
|---|---|
| Questions | Logged BQ-01… one at a time or brought in as a batch. The answer and its disposition go on the record. |
| Substitutions | SR-01… — each request gets its own decision. |
| Addenda | A real revision issuance — through the compiler and the same LODE → Set in Stone workflow. At tabulation you transcribe the addenda each bid form acknowledges. |
| Bids | Bidders (roster and prequalification) and Tabulation. |
Bidders work in an external bid room reached by a secure link — no account, no seat.
Tip
6.3 · Tabulation
Tabulation
For CM-at-Risk work, the tabulation shows exactly how the GMP is built:
It refuses to show a GMP until general conditions and the CM fee are entered — a partial total would be a wrong total. Events run open → closed → awarded; pricing rounds carry cycle labels like “GMP 2 · Building”.
6.4 · The award
Recording the award
Recording the award (or “Log a GMP” for negotiated work) starts the contract sum chain — the baseline everything in Module 08 · Financials is measured against.
It’s one record with two windows — you’ll see it from Bidding and from Financials. Multiple awards mean multiple chains, each tracked on its own.