About the Tendering + COMPASS Integration

Table of Contents

Overview

 Limited Release
The COMPASS integration is available to users of the Enhanced Tender Management experience in the United States and Canada.

Procore customers using COMPASS by Bespoke Metrics can seamlessly view COMPASS qualification data and invite companies to tender on their project in the Tendering tool. If your company does not have a COMPASS account, you can still view the COMPASS QScore, as well as Procore project data for companies listed in the Procore Construction Network. 

Key Features

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Considerations

  • Your company must have an active subscription to Procore Tender Management.
  • Your projects must also be upgraded to the Enhanced Tender Management experience.
  • To view COMPASS data for companies listed in your Directory, the company's EIN number must be added to the company's details. See the 'Sync COMPASS Data to Procore' section in the Manage the Tendering and COMPASS Integration guide.

Details

View Compass Information in the New Tender Management Experience

You can view qualification information when adding tenderers from the Enhanced Tender Management experience.

Qualification information includes:

  • Annual Revenue
  • Assigned Project Limits
  • Assigned Aggregate Limits
  • Average Contract Value
  • Health & Safety Contact
  • EMR ratings for the past three years
  • Project History
  • QScore 
  • Qualification Expiration Date
  • Qualification Status
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Procore Construction Network

When adding tenderers from the Procore Construction Network, relevant COMPASS information is visible in the Qualifications tab, when viewing the company's details. You can also filter by Qualification information. See Search and Filter Companies to Add to a Tender Form.

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Your Directory

When adding tenderers from your Directory, relevant COMPASS information is visible in the Qualifications tab, when viewing the company's details. COMPASS subscribers can see this data if the company has been added to your Company level Directory with a matching company name, address, and EIN. See steps to Add a Company and Update Company in the Company Directory.

Common Questions

When adding tenderers in Procore, clicking a company name reveals company data in three categories:

  • Overview: General business information from the Procore Construction Network, including office locations, union status, certifications, trades, and licences. This information comes from either the company's Procore Construction Network profile or, if available, directly from their COMPASS profile.

  • Qualifications (COMPASS): Vendor-submitted annual data including:
    • EMR History (last 3 years)
    • Average Contract Size (previous year)
    • Annual Revenue Bucket (previous year)
    • Health and Safety Contact
    • QScore
    • Qualification Status, Project/Aggregate Limit, and Expiration (if available)
    • Up to five current and five completed projects with details like Project Name, Subcontract Value, Location, Estimated Completion Date, GC/Owner, and Scope/CSI Code.
  • Procore Activity: Public data and data from Procore projects over the past three years, including:
    • Total and active project count
    • Most common project types
    • Change Order vs. Contract rate
    • OSHA inspections and violations
    • Mechanics liens (filed by or against)
    • Bankruptcies filed
    • Tax liens filed by the contractor

For more information, see Where does the 'Qualifications' data come from when searching for tenderers?

 Tip

COMPASS subscribers can also see this data when adding tenderers from your Directory if the company's EIN number is in your Directory. Follow steps below.

Some. Users can view information in the Overview and Procore Activity tabs, as well as the QScore in the Qualifications tab.

If you cannot see COMPASS data when adding tenderers from your Directory, the EIN likely hasn't been added to the company record in your Company level Directory.

For companies already in your Directory, COMPASS data syncs automatically when key information matches. To enable this sync, ensure the information aligns by following the steps below.

  1. Navigate to the Company level Directory tool.
  2. Click the Companies tab.
  3. Next to the company, click Edit.
  4. Ensure the following fields match what is in COMPASS:
    1. Company Name
    2. Address
    3. Locate the 'Entity Type' and select EIN.
      1. Enter the EIN number next to the 'Entity Type'.
  5. Click Save.
    COMPASS information will sync instantly and be available in the Tendering tool.
 Note
If you do not have the EIN number, you can follow these same steps, but update the Company Name and Address to match exactly what is in COMPASS. However, this method takes at least three days to sync and process addresses.
  • The COMPASS QScore is COMPASS’s assessment of Subcontractor Risk based on key Business, Finance, and Health & Safety variables. A numerical score between 1.0 (Lowest Risk) and 7.9 (Highest Risk) is assigned by COMPASS to represent that risk.
  • This QScore is available for all companies registered with COMPASS that have submitted their business and financial information to the COMPASS application. 
  • This QScore is available publicly and may be used by any user searching for tenderers without the need for a subscription to COMPASS.
  • EMR stands for Experience Modification Rate. It is a numerical representation used in the field of workers' compensation insurance. It is a factor that influences an employer's premium based on their historical workplace injury and illness claims compared to their industry average. 
  • The standard Experience Modification Rating is 1, which means that the business is about as safe as the average business. If the business had a few more safety incidents than most businesses in the industry, the EMR will be higher than 1. 
  • EMR is typically used to assess the Health & Safety risk for a vendor in the construction industry. Generally, an EMR of 1 or lower is considered good.

Variation vs Contracts Rate is a percentage that represents the contractor's average change in price from the original contract based on variations. The percentage displayed in the application corresponds to all projects known to Procore that this vendor was on in the past three years.

All businesses listed on the Procore Construction Network include relevant information about the business and the trades and services they provide.

Through Procore, you can connect directly with claimed businesses for tendering, payments, and more. Below are the main differences between a claimed and unclaimed business.

Claimed Unclaimed
  • Provides business information including market sector, company type, and trades and services.
  • Company is active on Procore.
  • Can be invited to tender on projects in Procore.
  • Can be paid using Procore Pay.
  • Can invite and manage their team in Procore.
  • Can update their business information on the Procore Construction Network.
  • Can publish or unpublish their business page on the Procore Construction Network.
  • Provides business information including market sector, company type, and trades and services.

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