Pre-Tender

The Pre-Tender process deals with the process of obtaining new business.

• Prospect - A prospect is an organization with whom we are looking to engage in a contract.
• Contact & Follow-up - Contacts are names of people on the Prospect organization and Follow-ups are meetings or conversations with the Contacts.
• Enquiry - An enquiry is essentially job which the Prospect wants the contractor to perform.
  • An Enquiry is estimated in much the same way that an Execution Job is estimated.
• Quote - Once estimated a markup is added to the Cost and Quote created that is submitted to the client.
• Contract - A contract is the Work Order provided by the Client to the Contractor.

The final output of the Pre-Tender process is the creation of a Quote to be submitted to a Prospective Client. The Quote contains the prices that are going to be charged for each BOQ.

These prices all are essentially Cost+ Prices derived from loading a Profit Markup % on an estimated cost. There are 3 ways in which an estimated cost can be calculated:

1: Creating a Quote from a Standard Cost

• This is the easiest way and essentially involves knowing (or calculating offline) a cost per unit for each BOQ and then loading a markup on that.
• This video demonstrates the process of creating a quote from a Standard Cost.

2: Creating a Quote from the Scheduled Rate

• The second option is to create an estimate from a library of pre-defined rates.
• OMNI supports the ability to create a Template of the standard set of activities for a particular Job Type. For instance for creating a Residential Building you can create a set of standard activities for each BOQ Type that will always need to be executed to deliver on all BOQs for that BOQ Type.
• These standard set of activities are referred to as Scopes and each Scope will have its own Resource Requirements per unit to arrive at the standard rate for that scope.
• Using this Standard Rate we can calculate the estimated cost of all activities that are mapped to BOQs and hence the cost of each BOQ.

3: Create a Quote by building an Estimate Manually

• This process lets you make a Quote with the most amount of granular control on the estimate creation process.
• You have to manually create the Scope, link the Scopes to the BOQs and then add the Resources (Labour, Material etc.) to each Scope to build the cost of the Scope and in turn the cost of the BOQ.