Click "Add Bidders" in the top ribbon bar. The user selection tool will pop up

Select the desired bidders to add by checking the check box next to their name. Use the filters, search boxes and User Groups to choose from. When the bidders have been added click "Close & Add Selected"

 

View: My user Groups Category : SELECT USERS None User Group: Override user CSI Divisions: NC uær(s) Test Group Oven-ide uær CSI Divisions Close & Add Selected Cancel

 

  • Create Bidders

If the bidder did not exist in the Selection tool, they can be created within the module. To create a contact, Click on the Create Contact Button in the top ribbon bar within the User Options box. This will open the site users portion of the site. 

 

You are here: Home Home Bidder Status Add File Add Multiple Files Reference Documents Attachment Options \ Documents Bid Packages Addendu ms Send Options BidPackage Bidders Z D el ete Edit Options Responsible Project Estimator / Assistant Responsible Project Manager Construction Start Date Construction Schedule Completion Fax Bid Forms To Plans Available Online After Show most current revision Download Print/ Reports aAdd Bidders 4Add Bidders Advanced Bidder Options 11/15/2019 Invitation To Bid &Create Contact &Create User &Award Bidders user Options 12:00 PM Divisions Description (This user receives all email responses) Email Title Update Collapse All WITHOUT Cancel select All Divisions El WITHOUT - WITHOUT Email Bid sent SCPC Note: Note: I OTI MBE WBE ITB (800) 4s6-78go Org Admin, 847-876-1003 DBE VSE SSE AF PæQualB 0T safety SC Finan. FC Will Bid Not Not

 

Please refer to the Creating Contacts and Users Section for information on what and how to complete the creation process

 

  • Delete Bidders

To delete a bidder you click the checkbox on the left within the row for that bidder then click the "Delete" button in the top ribbon bar to remove the bidder.


You are here: Home Home Bidder Status Add File Add Multiple Files Reference Documents Attachment Options \ Documents Bid Packages Addendu ms Send Options BidPackage Move Bidders V el ete Edit Options Responsible Project Estimator / Assistant Responsible Project Manager Construction Start Date Construction Schedule Completion Fax Bid Forms To Plans Available Online After Show most current revision Download Print/ Reports aAdd Bidders 4Add Bidders Advanced Bidder Options 11/15/2019 Invitation To Bid e Create Contact E Create User &Award Bidders user Options 12:00 PM Divisions Description (This user receives all email responses) Email Title Update Collapse All WITH Select All Divisions o OUT - WITHOUT BE Email Bid sent SCPC Note: Note: I OTI MBE WBE ITB (800) 4s6-78go Org Admin, 847-876-1003 DBE VSE SSE AF PæQualB 0T safety SC Finan. FC Will Bid Not Not

 

 

 

Sending out your Invitation to Bid

  • Selecting the Bidders to receive the Invitation to Bid

To send certain bidders an invitation to bid you can select individual bidders by clicking the checkbox on the left within the row for that bidder

 

You are here: Home Home Bidder Status Add File Add Multiple Files Reference Documents Attachment Options \ Documents Bid Packages Addendu ms Send Options BidPackage Bidders Z D el ete Edit Options Responsible Project Estimator / Assistant Responsible Project Manager Construction Start Date Construction Schedule Completion Fax Bid Forms To Plans Available Online After Show most current revision Download Print/ Reports aAdd Bidders 4Add Bidders Advanced Bidder Options 11/15/2019 Invitation To Bid e Create Contact E Create User &Award Bidders user Options 12:00 PM Divisions Description (This user receives all email responses) Email Title Update Collapse All WITH Select All Divisions o OUT - WITHOUT BE Email Bid sent SCPC Note: Note: I OTI MBE WBE ITB (800) 4s6-78go Org Admin, 847-876-1003 DBE VSE SSE AF PæQualB 0T safety SC Finan FC Will Bid Not Not

 

To send all bidders within a Division you can click the checkbox left of the division header and it will select all the bidders within that division (The division needs to be expanded for them to be selected)

 

 

In the top ribbon bar, click on the "Send Options" tab then click email to send the Invitation to Bid to the selected bidders 

 

You are here: Home \ Documents Bid Packages Home Bidder Status Addendums Send Options Down load P rint/Reports Email Fax User Preference Send Options Responsible Pro timator / Assistant Responsible Project Mana Construction Start Date Construction Schedule Completion Fax Bid Forms To Plans Available Online After Show most current revision Email Title Update Collapse All WITHOUT Cancel select All El WITHOUT - WITHOUT 11/15/2019 Invitation To Bid Divisions ITB 12:00 PM Divisions Description (800) 456-78go Email scpc I OTI

 

Confirm the number of bidders is accurate to those selected by clicking "OK" in the notification pop-up window. 

 

 

  • Confirmation that the bid was sent

On the far right of the bidder row under the ITB sent column you will see a green checkmark next to all of the emails that were sent

 

 

View of the Invitation sent out of the system

 

 



  • Organize Bidders

Bidders are organized by their division(s) that are selected for them (You can select up to 4 CSI Divisions)

Changing or Adding Bidder Division(s)

Click on the BE button on the left of the Company and contact that you want to edit

 

Machine generated alternative text: BE

 

At the bottom of the pop-up there are four available Bidder CSI Codes

 

Machine generated alternative text: Bidder CSI codes CSI Division dditional CSI 1 dditional CSI 2 dditional CSI 3 No CSI code Show Bidder under the following CSIs:



Published:01-2020 | Revised:03-2020 v8.5.4