Accessing the Bidders Uploaded Documents
- When a bidder responds to the email the person marked as the "Responsible Project Estimator / Assistant" will receive an email alerting them that a response has been posted
- Navigate to the desire bid package and click on it to open the editing screen. Scroll to the section of the bid where the list of bidders are and click "Expand All"
- Next to the bidder's Company and Name, click the magnifying glass icon to open their bid reply
- The bidder's message will open in a separate window. Scroll to the bottom of this window to view the files attached by the bidder. Files can also be attached to send back to this specific bidder as well as a reply in the "Reply to Bid" text box above the attachments section. Click "Cancel" to close the screen.
Updating the Bidders responses
- In the event the bidder responds directly in an email instead of the bid package, here are the steps to change the bidder's response within the bid package manually:
- Changing one bidders response
- Navigate to the Bidder Division and Row
- Select the thumbs Up if they will bid
- Select the thumbs down if they will not bid
- Select the pointer finger for bidders who are not sure
- Changing one bidders response
- Changing multiple bidder responses
- Select the bidder(s) to update by clicking on the checkbox next to the bidder(s) name
- In the "Bidder Status" Tab of the top ribbon bar, select the appropriate gesture for the response of those bidders selected
Awarding Bidders
- Select the bidders to be awarded by clicking the check box next to their name(s). One to several bidders can be awarded at one time by clicking "Expand All" on the bidders list
- Once the bidders have been selected, click "Award Bidders" in the top ribbon bar of the Home tab at the top of the bid package screen. The awarded bidders will now be added to the Project Member list to begin collaboration on the project