Bid Analysis Comparator

Business Case

Bid evaluation requires systematic comparison across multiple criteria. This skill provides structured bid analysis and scoring.

Technical Implementation

import pandas as pd from datetime import date from typing import Dict, Any, List from dataclasses import dataclass, field from enum import Enum

class BidStatus(Enum): RECEIVED = "received" UNDER_REVIEW = "under_review" SHORTLISTED = "shortlisted" AWARDED = "awarded" REJECTED = "rejected"

@dataclass class EvaluationCriteria: name: str weight: float # 0-1 max_score: int = 10

@dataclass class BidScore: criteria: str score: int notes: str = ""

@dataclass class Bid: bid_id: str bidder_name: str bid_package: str submitted_date: date base_bid: float alternates: Dict[str, float] status: BidStatus scores: List[BidScore] = field(default_factory=list) qualifications: List[str] = field(default_factory=list) exclusions: List[str] = field(default_factory=list)

@property
def total_weighted_score(self) -> float:
    return sum(s.score for s in self.scores)

class BidAnalysisComparator: def init(self, project_name: str, bid_package: str): self.project_name = project_name self.bid_package = bid_package self.bids: Dict[str, Bid] = {} self.criteria: List[EvaluationCriteria] = [] self._setup_default_criteria() self._counter = 0

def _setup_default_criteria(self):
    self.criteria = [
        EvaluationCriteria("Price", 0.35),
        EvaluationCriteria("Experience", 0.20),
        EvaluationCriteria("Schedule", 0.15),
        EvaluationCriteria("Safety Record", 0.10),
        EvaluationCriteria("References", 0.10),
        EvaluationCriteria("Capacity", 0.10)
    ]

def add_bid(self, bidder_name: str, base_bid: float,
           submitted_date: date = None,
           alternates: Dict[str, float] = None) -> Bid:
    self._counter += 1
    bid_id = f"BID-{self._counter:03d}"

    bid = Bid(
        bid_id=bid_id,
        bidder_name=bidder_name,
        bid_package=self.bid_package,
        submitted_date=submitted_date or date.today(),
        base_bid=base_bid,
        alternates=alternates or {},
        status=BidStatus.RECEIVED
    )
    self.bids[bid_id] = bid
    return bid

def score_bid(self, bid_id: str, scores: Dict[str, int]):
    """Score bid on criteria. scores = {'Price': 8, 'Experience': 7, ...}"""
    if bid_id not in self.bids:
        return
    bid = self.bids[bid_id]
    bid.scores = []
    for criteria, score in scores.items():
        bid.scores.append(BidScore(criteria, score))
    bid.status = BidStatus.UNDER_REVIEW

def calculate_weighted_scores(self) -> pd.DataFrame:
    """Calculate weighted scores for all bids."""
    results = []
    criteria_weights = {c.name: c.weight for c in self.criteria}

    for bid in self.bids.values():
        row = {
            'Bidder': bid.bidder_name,
            'Base Bid': bid.base_bid,
            'Status': bid.status.value
        }
        total = 0
        for score in bid.scores:
            weight = criteria_weights.get(score.criteria, 0)
            weighted = score.score * weight * 10
            row[score.criteria] = score.score
            row[f'{score.criteria} (W)'] = round(weighted, 1)
            total += weighted
        row['Total Score'] = round(total, 1)
        results.append(row)

    return pd.DataFrame(results).sort_values('Total Score', ascending=False)

def get_recommendation(self) -> Dict[str, Any]:
    """Get bid recommendation."""
    df = self.calculate_weighted_scores()
    if df.empty:
        return {'recommendation': 'No bids to evaluate'}

    top = df.iloc[0]
    lowest = df.sort_values('Base Bid').iloc[0]

    return {
        'highest_score': {
            'bidder': top['Bidder'],
            'score': top['Total Score'],
            'bid': top['Base Bid']
        },
        'lowest_price': {
            'bidder': lowest['Bidder'],
            'bid': lowest['Base Bid']
        },
        'total_bids': len(self.bids),
        'recommendation': top['Bidder']
    }

def export_analysis(self, output_path: str):
    df = self.calculate_weighted_scores()
    with pd.ExcelWriter(output_path, engine='openpyxl') as writer:
        df.to_excel(writer, sheet_name='Comparison', index=False)

        # Bid details
        details = [{
            'Bidder': b.bidder_name,
            'Bid': b.base_bid,
            'Exclusions': '; '.join(b.exclusions),
            'Qualifications': '; '.join(b.qualifications)
        } for b in self.bids.values()]
        pd.DataFrame(details).to_excel(writer, sheet_name='Details', index=False)

Quick Start

comparator = BidAnalysisComparator("Office Tower", "Electrical")

bid1 = comparator.add_bid("ABC Electric", 850000) bid2 = comparator.add_bid("XYZ Electric", 920000)

comparator.score_bid(bid1.bid_id, {'Price': 9, 'Experience': 7, 'Schedule': 8, 'Safety Record': 8, 'References': 7, 'Capacity': 8}) comparator.score_bid(bid2.bid_id, {'Price': 7, 'Experience': 9, 'Schedule': 7, 'Safety Record': 9, 'References': 9, 'Capacity': 9})

recommendation = comparator.get_recommendation() print(f"Recommended: {recommendation['recommendation']}")

Resources

• DDC Book: Chapter 3.4 - Procurement