Handing over a tender for procurement on E1 is the best way to ensure that your construction team can make the most of all of the hard work your estimators have already done.
Handing Over the Project Video Guide
If you don't have a tender on E1 for your project you can create a new procurement stage project
Handing over projects:
- Brings across a record of all subcontractors who were invited at tender as well as information about their tender response
- Creates procurement packages for each of the packages issued at tender
- Brings across documents and packages allowing you to quickly revise them to the construction set or issue invitations off the tender set.
Locating the project in your account
The first thing you will need to do is find the tender in your E1 account. Chances are this project will appear in your archive which you can search to quickly find the project.
Starting the procurement phase
Once you have found the project you will need to update the project status to ‘Awarded’ to enable the handover functionality.
Once the project is set to ‘Awarded’ you will be able to start the procurement phase.
Setting up your procurement project
You can now populate the Project Details page. There are a few fields that you will need to fill out such as:
- The project value - giving subcontractors an idea of the scale of the project
- Contact details for the CA or PM - to direct correspondence back to
You might also need to update the project name, address or internal reference number. This can be done in the grey box at the top of the page but we assume this will be the same as the tender.
Optional Fixed Price confirmation
All procurement phase projects have the option to request a ‘fixed price’ confirmation.
When enabling this option, we will prompt subcontractors to confirm whether the quote submitted on E1 is a fixed price. This will help you quickly identify which quotes are fixed and which are not on E1.
A fixed price quote is an offer to complete a project for a set price, valid for a specified period unless the project scope changes.
Head to the ‘Include Fixed Quote Confirmation’ section at the bottom of the project wizard to make your selection.
Any fixed quote submissions from subcontractors can be identified by the phrase ‘Yes, I confirm that the quote provided is fixed and remains valid for the specified validity period stated in the quote.’ in the ‘Fixed quote confirmation’ field of the submission.
The project has now been created and is ready for you to start working on.
Before the quotes start rolling in we recommend that you: