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
Task
Who
Resource
Notes
Status
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
Task
Assigned To
Resource
Notes
Status
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
Task
Who
Resource
Notes
Status
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
Task
Who
Resource
Notes
Status
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.