Article Content Navigation

Managing Bidder Information

Once a Site User is added as a bidder to a bid package, the Bidder information screen can be accessed by selecting the Bidder Edit icon on the bidder within the Bidders by Division Grid. The Bidder information page will show as a pop-up; please ensure that pop-ups are allowed.


The Bidder information can be modified at the bid package level in this screen. Additionally, Qualifications for a Bidder's Company Profile can be captured from this screen.  Bidder CSI Codes will control which CSI Code the bidder is shown on the bid package, please refer to Organizing the Bidders by Division Grid


Any modifications to the Bidders information on the Bid Package will need to be saved using the "Update" button at the bottom. Please note, these changes are only saved to the Bidder on this bid package, the propogate options are available to make this update to the site user profile globally or to any open bid packages that this bidder is assigned. 


Viewing and Updating a Bidder's Bid Reply

View the Bid Reply & Download Bid Reply Attachments

1. Navigate to the Bid Package and expand the Bidders by Division grid


2. Locate the bidder within the Bidders by Division grid and select the View Bid icon


3. Review the Bidder's intentions by CSI at the top. 



4. Review any Bidder's comments left in the comments section

5. Retrieve any attachments from the Attached Files section by selecting the link in the downloaded file column.


Update a Bidder's Bid Reply on Behalf of the Bidder

1. Navigate to the Bid Package and expand the Bidders by Division grid


2. Locate the bidder within the Bidders by Division grid and select the View Bid icon


3. Update the Bidder's intentions by CSI at the top. 


4. Include any comments for the bidder into the comments section

5. Upload any attachments to the Attached Files section by 

1. Selecting the Browse Button

2. Selecting the file from local storage

3. Select the Attached Selected Document button


6. Select Save to save any changes to this bidder's reply.

Updating Bidder Intentions on Behalf of Bidders

In addition to updating a Bidder's Bid Intentions via the Bid Reply (above), Bidder Intentions can be updated from the Bidders by Division Grid.

Updating Multiple Bidder's Intentions

1. Select the Bidders that Bid Intentions are being updated


2. In the top ribbon, select the Bidder Status section


3. Select the Bid Intentions for the selected Bidders

The screen will refresh and the Bidders Intentions will be updated and saved. 


Updating a Single Bidder Intention

1. Expand the Bidders by Division grid and locate the Bidder that Intentions are being updated


2. Select the appropriate Bidder Intention within the Bidder's entry on the Bidders by Division grid

Adding Bidder Notes

1. Navigate to the Bid Package and expand the Bidders by Division grid


2. Locate the bidder within the Bidders by Division grid and select Note.


3. In the pop-up window, enter and notes about the bidder.


4. Select Save


The note will be added to the Notes section of the Bidders by Division grid. Notes can also be printed on the Bid Packages Report.

Notating When a Bid Has Been Received

1. Navigate to the Bid Package and expand the Bidders by Division grid


2. Locate the bidder within the Bidders by Division grid and select the Bid Rec'd Checkbox

3. Select Update on the Bid Package to save changes


Awarding Bidders (Make a Bidder a Project Member)

1. Navigate to the Bid Package and expand the Bidders by Division grid


2. Locate the bidder(s) being awarded/made a Project Member and select their checkbox(es)


3. In the top ribbon, select the Make Bidder Project Member button.



4. In the pop-up Assign the Project Member Role(s)

Note, the button in the column to the right is a copy down function to copy the role down to entries below.


5. Select Assign


If the bidder profile has already been made a project member, the below screen will present. 

Additional Resources

Bid Management Key Terms & Bid Package Fields Breakdown

Bid Packages

Pre-Qual a Bidder's Company Profile

Navigating and Responding to the Bid Package as a Bidder

The Bid Packages Report