The Lucernex Bidding and Program Bidding sub-modules allow you to solicit, collect, and manage bids from bidders with minimal required setup. The Bidding sub-module is available in the Project and Capital Project modules. Click here to watch our training for the Bidding sub-module.
Bidders are the users who will submit competitive bids for a project. Once a bidder has been selected as the winning bidder, they will perform work determined by the project plans.
The responsibilities of a Bid Manager vary depending upon the company's preferences. Typically, the Bid Manager might create bid packages and award bids, enter summary page information, upload documents, and complete schedule tasks.
Any modifications made to the bid package will generate an email notification sent to your bidders.
Bid Manager
Most of the steps you will take are based on pre-configured templates created by your System Administrator. If you have questions about which template to use or about the template itself, consult with your System Administrator.
(optional) Add your Estimate column to the Budgets Page
This budget column is displayed on the Conditioning page and is used to house your estimated budget values for your line items.
Assign a Budget Template
Create Bid Package
Manage Bid Alternates and Breakouts
This functionality is only applicable for Projects and Capital Projects.
The Bid Line Items page is where the Bid Manager will add, edit, and delete bid alternates and bid breakouts. Once the conditioning period has ended, the Bid Manager will need to decide which of the alternate line items to select for the bid package. Once they have decided, they will select the Accepted check box for the alternate.
Invite Bidders
Comment on Submitted Bids
Review Submitted Bid Breakouts and Bid Alternates
This functionality is only applicable for Projects and Capital Projects.
On the Conditioning page, Bid Managers can view what the Bidders have submitted for alternate line items and breakouts. Bid Managers cannot edit or delete bid alternates or breakouts from the Conditioning page.
Once the Bid Manager has decided which alternate they want to use, they will need to accept it on the Bid Line Items page.
Enable / Disable Bid Conditioning
Accept or Reject Bid Alternates
This functionality is only applicable for Projects and Capital Projects.
Once the conditioning period has ended, the Bid Manager will need to decide which of the alternate line items to select for the bid package, if any. Once they have decided, they will select the Accepted check box for the alternate.
After the Bid Manager has selected an alternate, the total values for each bid will update to include the value of the alternate line item. This may cause the total cost to increase or decrease. You may need to refresh the page to see the updated value.
Submit Winning Bid for Approval
Award Bid
Bidders
Once you have received an invitation to bid on a project, you can choose to accept or reject the bid. If you reject the bid, you will no longer be able to submit a bid unless the bid manager re-invites you.
Accept or Reject Bid Package
Share Bid
Create Bid
Add Alternates or Breakouts to Bid
This functionality is only applicable for Projects and Capital Projects.
For Bidders, bid alternates and bid breakouts are both managed on the Bid Submission page. If Bidders do not enter a value for an alternate line item, the amount will appear as 0.00 on their submitted bid. Alternates and breakouts cannot be imported via spreadsheet.
