1. How do I notify Vendors that the Bid Date has Changed?
During preconstruction, bid dates often change, and you’ll need to let your bidders know. You can notify them in RedTeam Flex in two ways:
Resend the RFQs: Update the Required Date on the RFQ, add a note about the bid date change, and resend it.
Send an email: Send a message to bidders from the Dialog tab.
Steps:
Option 1: Resend RFQs
From the Home menu of the selected Project, select Vendor Quotes.
This action will open Step 5: Vendor Quotes of the Project Setup. Click on the Filter icon.
Filter for Status: Committed; Type: RFQ; Bidding: all except "No". Then, Click Filter & Hide.
Uncommit all filtered RFQs. You can check the box on the top left part to select them all. Then click Uncommit.
Once all RFQs are back in Draft status, click the checkbox to select all RFQs again and click Update.
Update the RFQs by changing the Required Date and/or Special Instructions to note the change in Bid Date. Click Save.
Since your RFQs were uncommitted, use the Filter to display Draft RFQ.
Commit all filtered RFQs.
After you commit the RFQs, select all of them and click Email to resend them.
In the email window, update the subject and message for all RFQs if desired, then click Send.
Option 2: Send an email from Dialog
From the Home menu of the selected Project, select Correspondance.
Click the button + New .
In the Select a Document Template window, search for Email and select your email template.
In the Email form, type the subject of the email and your message.
To send to all current bidders privately, select the Add BCC.
In the Select Contacts window, choose the option Vendor Team Members from the dropdown, then select All. Finally, click Select.
Review your email then click Send.
2. What is a cost code Assembly? How do I add Master Assemblies?
In RedTeam Flex, your company provides a fixed list of cost codes that you use throughout the project. During the estimating/preconstruction phase, you can build cost code Assemblies, which are detailed scope breakdowns of the items you’re estimating for each cost code.
Building Assemblies is optional, but it has several advantages:
Bidders can select what they include or exclude. When bidders use the Upload Quote feature, they can choose which items to include or exclude in their Quotes.
You can compare Quotes against your own estimate. If you add your own cost estimate values, RedTeam Flex uses them to fill in any items a bidder excludes. For example, if one painting bidder includes all items but another excludes the parking lot, RedTeam Flex uses your estimate for painting the parking lot to create a comparable value for the second Quote.
You can create Buyout Commitments faster. When the Project is awarded, you can generate a Buyout Commitment (such as a subcontract or PO) from the Assembly in your Cost Estimate. The scope line items are pulled in automatically, and you can modify them as needed.
You can build as many Assemblies for a cost code as you need. Some will be specific to one Project, but others may cover scope you break down often. You can set those up as Master Assemblies to reuse on future Projects.
With Master Assemblies, the detail is already built in. When you add one to your Cost Estimate, you just add, remove, or modify items instead of creating the breakdown from scratch each time.
Steps:
From the Configuration menu, select Master Assemblies under the Services heading
Click the New (+) icon.
Enter and/or select the required information:
a. Select the cost code for which you are creating a new Assembly.
b. Enter an Assembly Name.
c. Select a Unit of Measure and Quantity for the overall Assembly
d. Click Save.
Scroll through the list or use the Search bar to find your new Master Assembly, then click the Tools icon and select Edit.
Use the + Add Item section to add new scope line items to the Master Assembly. You can add as many items as you need, and once you add an Assembly to a Cost Estimate, you can modify it for that Project.
