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Removing package assessment at tender
Scenario 1
You submit a tender containing 4 packages of work, the client comes back saying yes to 3 but is not sure about the 4th package.
What should you do?
1. View the tender which has not been secured and click the 'Withdraw' button.
2. Return to the package assessments that your client definitely wants you to proceed with and mark the 'Rate build up', 'Bill of quantities', and 'Fixed costs' sections as 'Complete'.
3. From the project home page, go to the ‘Create Tender’ section and tick the packages that you want to proceed with. Click the ‘Create Tender’ button.
4. Click the ‘Generate Bill & Cover Letter’ button and go through the process of creating these documents.
5. As the packages have already been accepted by your client, you can choose the ‘Accepted’ button and take the tender straight onto site.
Scenario 2
The client decide that they want to proceed with package 4 at a later date.
What should you do?
1. You can accept a package onto the project at the time that the client decides to go forward it. Mark the 'Rate build up', 'Bill of quantities', and 'Fixed costs' sections as 'Complete' and go through the tender process.
- By withdrawing the tender, the assessments are reverted to the state before the tender was submitted.
- We strongly recommend that the correct version of an assessment is accepted onto site once you are 100% sure that the works are to proceed.
- Do not accept a package tender onto site if the client has not confirmed they want to continue with it.
- All packages do not need to be accepted onto site all at the same time, they only need to be accepted once the client has confirmed.