Tender Templates

We have a selection of three different standard Tender Templates on C-Link. These are listed below:

• Quick Tender: This is probably the most commonly used template. Best for tenders valued under £200,000. This template can be used for all kinds of packages including design, supply and installation.
• The JCT Design and Build Subcontract (with amendments): an amended version of the standard JCT Design and Build Subcontract and is best used where the Main Contract is a JCT Design and Build Contract. This is best used on packages which are complex and valued over £200,000.
• The JCT Standard Building Subcontract (with amendments):an amended version of the standard JCT Standard Building Subcontract and is best used where the Main Contract is a JCT Standard Building Contract. This is best used on packages which are complex and valued over £200,000.

Creating Tender Templates

• 1)Login and from your dashboard Click “Projects”.
• 2)Then head to the Project Documents section and select “Tender Templates”.
• 3)Click the “Create New Template” button and then choose which package and Template you’d like to create. Then press “Create Tender”.
• 4)Your Tender will appear in the list below and just click the name and you will be taken through to Document Creator.

Document Creator

• 5)When you first arrive in Document Creator you will be asked a series of questions. Fill out this information in the most detailed way you can. The answers you provide will then auto-populate onto your tender document.
• 6)Once this is done you can check the document. Where you see words in between {brackets like this} don’t worry, this information will auto-populate with the Subcontractors details when you issue the document. You don’t need to edit these.
• 7) You can edit any section by clicking the Pencil button in the top right of each paragraph. Just make sure you always save each section as you go through.

File Manager

• 8)If you scroll to the bottom of the document, you will see a Numbered Documents list. Press “File Manager” to edit and add/delete files.

• 9)On File Manager you can create a new folder by pressing the “Create new Category” button and from here you can upload files to your new folder. Alternatively, you can add files to the pre-set folders by clicking them and then uploading files from there.

• 10)After you’ve uploaded files you can press the “Update Template” button to see the updated Numbered Documents list.

Finalising your Document

• 11)To Save your document, Click the Save Template button as you go.

• 12)To Preview your document just Click the Preview Template button.

• 13)To send the document click “Back to Dashboard” in the top right-hand corner and head to the Procurement Schedule.

Issue an Order

Creating Order Templates

• 1)Login and from your dashboard Click “Projects”
• 2)Then head to Quotes and Tender Analysis
• 3)Click the action button for the subcontractor to whom you wish to issue the order
• 4)From here, a pop up will appear and you’ll be given the option to select the type of order you want to raise

We have a selection of five different Order Templates on C-Link. These are listed below:

• Purchase Order:This is best used for simple Material or Service orders such as the supply only of protection materials. This template is better avoided where you have a combination of materials and service (i.e. supply and install).

• Small Works Order (with Monthly valuations): This is probably the most commonly used template. Best for orders valued under £200,000. This template can be used for all kinds of packages including design, supply and installation. The order is setup to accommodate monthly payment valuations in accordance with The Act.

• Small Works Order (with Staged Payments): Best for orders valued under £200,000. This template can be used for all kinds of packages including design, supply and installation. The order is setup to accommodate Staged Payments if you need to pay for the order value in stages (advanced payments, payments for materials upfront etc.)

• JCT Design and Build Subcontract (with amendments): Best used on packages which are complex and valued over £200,000. The JCT Design and Build Subcontract and is best used where the Main Contract is a JCT Design and Build Contract. This is best used on packages which are complex and valued over £200,000.

• The JCT Standard Building Subcontract (with amendments): an amended version of the standard JCT Standard Building Subcontract and is best used where the Main Contract is a JCT Standard Building Contract. This is best used on packages which are complex and valued over £200,000.

Creating Order Templates

• 1)Login and from your dashboard Click “Projects”.
• 2)Then head to the Project Documents section and select “Order Templates”.
• 3)Click the “Create New Order” button and then choose which package and Template you’d like to create. Then press “Create Order”.
• 4)Your Order will appear in the list below and just click the name and you will be taken through to Document Creator.

Document Creator

• 5)When you first arrive in Document Creator you will be asked a series of questions. Fill out this information in the most detailed way you can. The answers you provide will then auto-populate onto your Order document.
• 6) Once this is done you can check the document. Where you see words in between {brackets like this} don’t worry, this information will auto-populate with the Subcontractor’s details when you issue the document. You don’t need to edit these.
• 7)You can edit any section by clicking the Pencil button in the top right of each paragraph. Just make sure you always save each section as you go through.

File Manager

• 8)If you scroll to the bottom of the document, you will see a Numbered Documents list. Press “File Manager” to edit and add/delete files.
• 9)On File Manager you can create a new folder by pressing the “Create new Category” button and from here you can upload files to your new folder. Alternatively, you can add files to the pre-set folders by clicking them and then uploading files from there.
• 10)After you’ve uploaded files you can press the “Update Template” button to see the updated Numbered Documents list.

Finalising your Document

• 11)To Save your document, Click the Save Template button as you go.
• 12)To Preview your document just Click the Preview Template button.
• 13)To send the document click “Send Order.” A pop-up will appear for you to insert the contact name and email for the recipient. Enter this information then click send. You’ll also receive a copy of the email with the order

File Manager

File Manager is the area of C-Link where you can manage all your project documents for the various packages of work. File Manager will start to be automatically populated with files as you complete Plan My Project.

To manage your files, follow these steps:

• 1)Login and from your dashboard Click “Projects”.
• 2)Select the Project and you will go to the Project Dashboard where you can then head to the Project Documents dropdown and select “File Manager”.
• 3)On File Manager you will see a list of the Subcontract packages and you can click on them to see the documents in each. The documents you insert into these folders will be attached to the Tenders and Orders when you send them out.
• 4)Each package has four standard folders:
  • Architectural: for you to upload Architectural Drawings.
  • BoQ/Pricing Document: upload a pricing document here if you have one
  • M & E:for you to upload M & E drawings
  • Structural: upload structural information here
• 5)To see what files are in each folder click the folder and you will see a list of files. To upload more files to a folder just click Upload Files.
  NB: We accept the following file types Images ( .jpg, .png) Word (.doc, .docx, .docm, .dotx, .dotm) Excel (.xls, .xlsx, .xlsm, .xltx, .xltm) Adobe Acrobat (.pdf) Text (.txt) PowerPoint (.ppt, .pptx, .pps, .ppsx, .pptm, .potx, .potm) CAD (.dwg & .dxf)
• 6)If you wanted a new folder type (i.e. for Specifications, Site Photos, Sketches etc.) it is possible to create one by pressing the “Create new Category” button. Once created, just click the folder and upload files to it.

Can I add all project files from Plan my Project to a package?

C-Link filters project documents so that you send only relevant information to the Subcontractors. This saves time and money for the Subcontractor. If you’d prefer to send all your project documents however, you follow these steps:

• 1)Tick the Select All checkbox
• 2)Press “Add all Project Documents” and all the folders will be auto filled

If you want to do this for a folder only, just click the Meatball Action button and press “Add all Docs”. This will add all the project documents for that specific folder.

Can I manage files when I’m creating a Tender Document?

• 1)Yes
• 2)File Manager works from the Project Dashboard and from within the document. The changes you make in either will be reflected in both locations.