Bid comparisons only make sense when contractors are pricing the same scope. If the Work Plan changes after bid requests are sent, document whether revised bids are needed.
Finish one contractor's bid amounts, save, and review the total before moving to the next contractor.
Date Sent and Date Received help explain the procurement timeline. Enter them whenever the information is available.
Do not rely only on manual entry. Compare CDM totals to the contractor's submitted bid sheet before awarding.
Use partial award only when the agency is intentionally splitting work between contractors. Otherwise, awarding all eligible lines to the selected contractor keeps payment tracking simpler.
After generating contractor selection or bid analysis reports, store the final PDF with the appropriate Work Plan, client, property, or loan documents based on agency file practice.
The contractor may already have a bid on the Work Plan, or the contractor record may need to be created/activated.
Check whether the line is instructional, already awarded, or missing a bid amount for the selected contractor.
Confirm the work items were awarded or assigned to that contractor. Contractor Payments pull available contractors from assigned Work Plan items.