Bid levelling: three bids levelled line by line against the budget, with the recommended bid

Trade Partner Management Kit

CA$59
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Bid levelling: three bids levelled line by line against the budget, with the recommended bid
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  • Bid levelling: three bids levelled line by line against the budget, with the recommended bid
  • All 10 pages of the site handbook for trade partners
  • Compliance sheet on a tablet: each company's workers' compensation, insurance and licence dates, with expiry flags
  • Trade scorecard on a tablet: each review scored on five weighted measures, with the overall rating
  • Bid levelling: three bids levelled line by line against the budget, with the recommended bid
  • All 10 pages of the site handbook for trade partners
  • Compliance sheet on a tablet: each company's workers' compensation, insurance and licence dates, with expiry flags
  • Trade scorecard on a tablet: each review scored on five weighted measures, with the overall rating
Trade Partner Management Kit
Back-Office

Trade Partner Management Kit

CA$59

Launch price until January 15, 2027. Prices in Canadian dollars. Any tax that applies is shown at checkout.

An Excel workbook for the companies you build with: directory, insurance and document expiry flags, bid levelling, a trade scorecard, assignments and call-backs, with a 10-page site handbook for your trades. PDF, editable PowerPoint and Excel.

  • Workbook Excel, nine sheets, example and blank copies
  • Directory Up to 80 companies with document expiry flags
  • Bid levelling Up to 6 scopes, 4 bids each
  • Site handbook 10 pages, PDF and editable PPTX
  • Start Here 7-page PDF guide

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Directory and compliance. Up to 80 companies with contact details, workers' compensation, liability insurance, a licence where the work requires one, and optional tracking of a certificate of insurance and a tax form. Each document is flagged Expired, Missing, Within 30 days, Within 60 days or OK at your statement date, and the liability limit is checked against the minimum you set.

Bid levelling. Up to 6 scopes with up to 4 bids each. List the scope's line items with a value for each, mark every bid Included, Excluded or Not stated, and the sheet adds the value of what was left out. It shows low, high and median levelled prices, each bid against budget, and whether your recommended bid is the lowest levelled one.

Scorecard. Up to 100 reviews scored from 1 to 5 on quality, schedule, communication, safety and cleanliness, with weights you set, a weighted score and a rating.

Assignments and call-backs. Paste up to 200 tasks from the Construction Schedule and choose a company for each trade; flags show trades with no company, documents that run out before the trade finishes and trades to book now. Call-backs logs up to 60 items with due dates and days open.

Site handbook, 10 pages, letter size (PDF and editable PPTX). Welcome, before you start, site rules, safety expectations, cottage and waterfront sites, communication and changes, cleanup and waste, invoicing expectations, and deficiencies, call-backs and contacts.

Start Here guide, 7-page PDF. The sheets, the directory and compliance flags, bid levelling, the scorecard, assignments and call-backs, editing the handbook.
Formats
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: Excel 2016 and later, Excel for Mac and Excel for the web.
  • PDF, letter size: the site handbook (10 pages) and the Start Here guide (7 pages).
  • PowerPoint (.pptx), letter portrait: the editable handbook for PowerPoint or Keynote. PowerPoint files can be imported into Canva; check spacing and fonts after import.
  • Fonts: the handbook uses Cormorant Garamond and Inter, both free open-licence fonts built into the PDF. The workbook uses Georgia and Arial, which come with Windows and macOS.
  • Not included: a subcontract, Word or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.3 MB) holding all five files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the kit isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

Does it include a subcontract?

No. Scope, price, payment, retainage or holdback release, warranty and back-charges belong in your own subcontract or purchase order, prepared with your lawyer. The handbook sets out how you run your sites and adds no contract terms.

Which documents does it track?

Workers' compensation, liability insurance against your minimum limit, and a licence only where the work requires one. A certificate of insurance and a tax form can be switched on in Settings. You choose the warning periods.

How does bid levelling work?

You give each line item in a scope a value: your estimate of its cost if a bidder leaves it out. Anything marked Excluded or Not stated is added to that bid, so every levelled price covers the same work.

Do I need the Construction Schedule?

No. You can type trades and dates on the Assignments sheet yourself. If you own the Construction Schedule, paste its task list on Schedule Paste and the start and finish for each trade fill in.
A note on tax and retainage

The workbook tracks the dates you enter; it does not confirm that a clearance, policy or licence is valid. Check each with the issuing body before you pay or start a trade, and set the insurance minimum your contracts and insurer require. The handbook's safety page is general and does not replace any safety program or legal duty. Sample documents, not legal or tax advice. Confirm with your accountant and lawyer.