With BC Pro, you have access to bid forms that can be customized to meet your project’s needs. Create these bid forms as templates so that they are saved to your account. The ability to create templates saves you time by allowing you to import these customized bid forms into future projects. This article goes over how to create project and scope-specific bid form templates.
To create a project bid form template
Click "Projects" using the menu on the left-hand side and start by going to the “Bid Form Templates” tab.
Click on “+ New Bid Form Template.”
Enter a number, name, and description, and select a currency. After adding these details, click on “Create Template.”
You will be directed to the “Project Forms” tab. Click on “Edit.”
Click "+" in any of the sections to add the questions or items you wish to include in the project bid form. These are items that all subcontractors who were invited to the project, no matter which bid package they were invited to, will be asked to submit with their bid.
Click on “Save.”
You will immediately see the questions you added to the project bid form template.
Note: The changes made to project bid form templates are not automatically applied to any existing projects that were created from this template.
Bid Form Templates have to be individually imported to a project in order for the form to be available to bidders. Learn more in How general contractors can import bid form templates (BC Pro).
To create scope-specific bid form templates
Once you’ve set up the project bid form, you can then set up customized scope-specific bid form templates. These templates can be added to bid packages for future projects.
In a bid form template, click the “Scope-Specific Bid Packages” tab.
Click on “+ New Bid Package.”
Enter a number, bid package name, and keywords and click “Save.”
Based on your the bid package name you enter, suggestions will appear in the drop-down menu. Also if there are keywords to match, those will auto-populate based on the name.
For example, in the screenshot below, when you enter Demo and select Demolition in the Bid Package Name drop down menu, the keyword Demolition filled in automatically. You can always remove keywords by clicking the "x" icon and add additional keywords as applicable.
Click “Edit" and select from the drop-down menu:
- Edit: Start from scratch to create your scope-specific bid form.
- Use bid form template: Use an existing scope-specific bid form from another template or an existing project. A window will open where you can select the relevant template or project and the scope-specific bid form.
- Import Assemble file: If you use Assemble, you can use an Assemble file to create your scope-specific bid form. Select the file from your computer. Learn more in How to import quantities from Assemble into Bid Forms (BC Pro).
Add or edit the line items you want to include in the scope-specific bid form and click “Save.” For information on how to set up customized bid forms, see How to customize your bid form for lump sum bids (BC Pro).
Note: You will immediately see the questions added to the template. If you have existing projects or bid packages that use this bid form template, the changes made are not automatically applied to those projects or bid packages.
Scope-specific bid form templates have to be individually imported into a bid package in order for the form to be visible to subcontractors. See How general contractors can import bid form templates (BC Pro).
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