Bid packages
Use the Bid Leveling tab
Compare live bids, add estimator-only rows, follow quote and bid revisions, and close out action items.
Before you begin
- A bid package with at least one submitted or manually entered bid
- A completed Bid Leveling Checklist when you want bidder scope responses in the comparison
Step-by-step
Follow these steps
Open the live comparison
Open the project, select a bid package, and choose Bid Leveling.
The current document version opens as the editable live comparison. Select an earlier Document Version to review its frozen, read-only bid-leveling sheet.
Each bidder appears in a column with submitted pricing, alternates, acknowledgements, scope responses, comments, and uploaded quote links.
Add a comparison line
Select + row at the position where the new line belongs. You can add a Budget line under base bid, an Alternate near the alternates, or a Scope item beneath a scope response.
In Add Comparison Row, enter the description. For Budget and Alternate lines, choose whether entered amounts should be included in the comparison total, then select Add Row.
Enter or adjust bidder values in the new cells. Estimator adjustments save without reloading the page.
Update bidder forms after checklist changes
When the Bid Leveling Checklist changes after bids were submitted, ScrubPlan detects the affected bidders automatically. New checklist cells are left blank and highlighted yellow in Bid Leveling.
Review the affected bidders and new checklist items in the Checklist updated after bids were submitted prompt.
Select Yes, notify bidders. ScrubPlan emails only the affected bidders and sends each person back to the updated form through their existing secure bid-submission link; you do not need to create or send a replacement form manually.
As bidders update and resubmit, the live comparison refreshes with their new responses.
Review quote comparisons
Look for Quote Discrepancies Found beneath a bidder total. Select it to open the quote comparison for that bidder.
Review each discrepancy beside the bidder's comments and Confirmed Covered response. Open the submitted quote from the Submitted Quote row when you need to verify the source document.
Resolve scope questions or pricing differences before relying on the comparison total.
Review revised-bid changes
When a bidder revises a bid in the current pricing round, select UPDATED BID: view changes here beneath that bidder's total.
Review the current quote against the previous quote in Changes in the updated bid. ScrubPlan lists the changes it identified and may open this comparison automatically when a new revision arrives.
For a new pricing round, select view quote change from last round to compare the current submission with the prior round.
Work through Action Items
Select Action Items at the top of Bid Leveling. An attention dot indicates that open follow-up items remain.
ScrubPlan reviews newly submitted bids and groups generated action items by section. Wait for preparation to complete when the panel is still processing.
Investigate each item in the comparison, then select its checkbox to mark it complete. Continue until the attention indicator clears.
Check the final comparison
Review comparison totals, alternates, acknowledgements, scope answers, estimator comments, and bidder comments across every column.
Use Add bid manually when you must enter a bid for an active invitee on their behalf.
Select Export when the review is complete. The PDF option creates a presentation-ready comparison followed by uploaded quotes.