Loading bid projects…Your projects appear here once the board connects.
No project selectedCreate a project with “+ New project”, then add its document link and invite bidders.
| Company | Trade / Scope | Type | Contact | Phone | Invites | ||
|---|---|---|---|---|---|---|---|
| Loading directory… | |||||||
Running a bid from start to finish
Documents live on the SSE Bid Room SharePoint site (sselectriccom.sharepoint.com/sites/SSEBidRoom › Documents). This board stores its records in lists on the same site (BidProjects, Bidders, BidInvites, BidAddenda), so anyone with access to the site sees the same data.
- Create the project folder. In the SSE Bid Room site’s Documents library, copy _TEMPLATE - Copy for New Project and rename it like B-0414-2026 Petrillo Residence.
- Load the documents. Put plans, specs, addenda and the scope sheet in the subfolders of 1 - BID DOCUMENTS. Keep quotes and your estimate in 2 - INTERNAL.
- Make the bidder link. In SharePoint or OneDrive on the web, right-click 1 - BID DOCUMENTS (Share with Bidders) › Share › Link settings › Anyone with the link › Can view. Set an expiration date after the bid date. Copy the link. Bidders can then click “Download” to get a zip of everything.
- Add the project here. “+ New project”, fill in due date and paste the link.
- Invite bidders. “Add bidders” picks from the directory by trade. “Write email” builds the invitation with every detail and the BCC list. Click “Create Outlook draft”, review it in Outlook and send.
- Track responses. Change each bidder’s status as they reply (Will Bid, Declined, Quote Received) and enter quote amounts. The lowest quote per trade is highlighted green.
- Issue addenda. Drop the addendum in 03 Addenda (same shared link, nothing to resend), log it here, then “Write email” › Addendum notice to everyone still bidding.
- Close out. Set the status to Awarded or Not Awarded, turn off the sharing link, and move the folder to _Archive - Awarded & Closed.
SSE Bid Room/
├── _TEMPLATE - Copy for New Project/
│ ├──
│ │ ├── 01 Plans/
│ │ ├── 02 Specifications/
│ │ ├── 03 Addenda/
│ │ ├── 04 Bid Form & Scope of Work/
│ │ ├── 05 RFIs & Clarifications/
│ │ └── 06 Site Photos & Reference/
│ └── 2 - INTERNAL (Do NOT Share)/
│ ├── Quotes Received/
│ ├── Bid Leveling & Estimate/
│ └── Correspondence/
└── _Archive - Awarded & Closed/
Tip: SharePoint can show who opened a shared file (file › Details › Activity) if your tenant allows it, which helps answer “did they get the drawings?”