Selecting and Organizing Bidders

 

  • 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:

 

  • Select Bidders

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

 

 

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