Tendering, Risk & Reporting in OpenConstructionERP
Tendering workflow
- Prepare the tender BOQ — from the estimate (see
oce-estimate-boq), export GAEB X83/X84 for the market.
- Issue to bidders — track who received, who responded, deadlines.
- Bid comparison — normalize bids to the BOQ structure (same items, same units), compare line-by-line and totals; flag outliers per line.
- Risk review — attach risks (cost, schedule, contractual) to BOQ sections; score likelihood × impact.
- Award — convert the winning bid to the contract baseline (BOQ + schedule freeze).
Risk management
- Risk register per project: description, owner, probability, impact, mitigation, status.
- Risks linked to BOQ lines and tasks — a risk accepted changes the estimate and schedule together.
- Reports: top risks, exposure (risk × contingency), trend.
Report generation
| Report |
Frequency |
Content |
| Weekly progress |
weekly |
done vs planned, issues, photos, punch stats |
| Monthly cost |
monthly |
budget vs actual per section, forecast |
| Cash-flow forecast |
monthly |
schedule × cost roll-up |
| Closeout |
at completion |
as-built BOQ, punch closeout, docs |
API patterns
GET /api/v1/boqs/{id}/export?format=gaeb # tender export
POST /api/v1/risks/ # risk register
GET /api/v1/reports/... # report endpoints (module-specific)
Best practices
- Freeze the tender BOQ version — compare bids against the SAME structure.
- Normalize currencies before comparing bids (never blend).
- Track bidder clarifications (RFIs) in the tender record, not in email.
- Keep the risk register alive: review weekly, close or escalate.
