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Bidding Phase Tasks

All the tasks of the Bidding Phase are divided into five groups: Bidding Prerequisites, Preliminaries, Bidding Period, Bid Day, and After Bid Day. Each table contains a list of tasks with the ability to make Assignments; review Resources for completing the task; store Notes, instructions or ‘lessons learned for next time’; and show the Status. The headings are collapsible to help you focus.

Bidding Prerequisites

Before starting the Bidding Phase there are a number of things you need to do to be ready to start. If these items have not been completed by the end of the Construction Documents Phase, do them now.
Bidding Prerequisite Tasks
0
Task
Who
Resource
Notes
Status
1
Obtain Owner’s Requirements
​
G612PartB-2017.sample.pdf
Open
​
2
Verify document titles all agree
​
Open
​
3
Develope a list of Qualified Contractors
​
Open
​
There are no rows in this table
⁠

Preliminaries

The first tasks to undertake are listed here.
Preliminary Tasks
0
Task
Assigned To
Resource
Notes
Status
1
Review Owner’s Instructions
​
G612PartB-2017.sample.pdf
Open
In Progress
2
Set the Bid Due Date
​
Open
​
3
Prepare the Bid Documents
​
Open
​
4
Edit the Instructions To Bidders
​
A701_2018.sample.pdf
Open
Complete
5
Prepare the Bid Form
​
4-bidform.pdf
Open
Checked and Ready
6
Prepare legal ad (if any)
​
legal_ad_for_paper.doc
Open
Assigned
7
Prepare Invitation To Bid
​
invitationtobid.doc
Open
​
8
Submit documents for permits
​
Open
​
There are no rows in this table
⁠

Bidding Period

The bidding tasks during the bidding period are here.
Bidding Period Tasks
0
Task
Who
Resource
Notes
Status
1
Start document distribution
​
Open
​
2
Order and distribute documents for non-bidders
​
Open
​
3
Alert the preferred bidders
​
Open
​
4
Place legal ad (if any)
​
Open
​
5
Start Addendum #1 - see Notes
​
Addendum.pdf
Open
​
6
Repeat addendum process
​
Open
​
7
Prepare the Bid Tabulation Form
​
BidTabsForm.xls
Open
​
8
​
​
Open
​
There are no rows in this table
⁠

Bid Day

Things to do on the day bids are due.
Bid Day Tasks
0
Task
Who
Resource
Notes
Status
1
Determine the likely number of bidders
​
Open
Assigned
2
Print Bid Tabulation sheets
​
Open
​
3
Notify receptionist of how to handle bids
​
Open
In Progress
4
Prepare in-house agenda
​
Open
Checked and Ready
5
Arrive one hour before bids are due to confirm location is ready.
​
Open
Complete
6
​
​
Open
​
There are no rows in this table
⁠

After Bid Day

Tasks that bring the Bidding Phase to a close.
After Bid Day Tasks
0
Task
Who
Resource
Notes
Status
1
Investigate low bidder(s)
​
Open
​
2
Verify bid tabulation
​
Open
Assigned
3
Prepare recommendation
​
BIDRECOM.doc
Open
In Progress
4
Obtain Owner’s agreement
​
Open
Complete
5
Determine official start of construction
​
Open
​
6
Prepare construction agreement
​
Open
Checked and Ready
There are no rows in this table
⁠

Bidding Prerequisites
Bidding Prerequisite Tasks
Preliminaries
Preliminary Tasks
Bidding Period
Bidding Period Tasks
Bid Day
Bid Day Tasks
After Bid Day
After Bid Day Tasks
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