Page History

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As a result of the Send step, invitations are sent and the selected bidder records are moved to the Invited Bidders tab.

Working with Invited Bidders

The Invited Bidders tab displays a list of all who have been invited to bid on the project. Those with appropriate permissions can access functionality to:

• Switch Views
• Re-Invite Bidders
• Print Invited Bidders List
• Invite Additional Bidders
• Export Invited Bidders List to Excel
• Update Bid Status
• Award/Revoke/Delete Bidder

Re-Invite Bidders

To re-invite bidders:

1. Go to the Bid Package Details page.
2. Click the Invited Bidders tab.
3. Select the checkbox next to the bidder(s) you wish to re-invite.
4. Click Re-Invite.Invite Bidder page appears.
   The
5. Click Send.

Print Invited Bidders List

To print the invited bidders list:

1. Go to the Bid Package Details page.
2. Click the Invited Bidders tab.
3. Click Print.

Invite Additional Bidders

With the appropriate approval you can add Bidders to a bid after it has been begun. To add more bidders:

1. Go to the Bid Package Details page.
2. Click the Invited Bidders tab.
3. Click Invite.
4. You may enter a message and Add/Remove additional contacts.
5. Click Send.

Export Invited Bidders List to Excel

Exporting the Bidders List is useful for bid analysis purposes.

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• Click the Export icon located directly above the Invited Bidders table toward the far right of the page.

Update Bid Status

e-Builder will automatically update the Status of the bid for each bidder based on their interaction with the Bidder's portal. However, the project manager can also manually adjust the status.

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1. Go to the Bid Package Details page.
2. Click the Invited Bidders tab .
3. In the Invited Bidders table click the drop down in the status column corresponding to the bidder for whom you wish to manually set a status.
4. Choose the Status.

Other Bidder Options

Other Bidder Options are set by clicking on the Bidder Options icon which is located in the Invited Bidders table to the right of the Status drop down menu.

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Working with Bid Documents

The Bid Documents tab displays all folders and files to which the invited bidders will have access. As part of creating and editing the Bid Details you must select a Bid Documents folder.

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• View/Download Bidding Documents
• Display History of Invited Bidders

View Bidding Documents

1. Go to the Bid Package Details page.
2. Click the Bid Documents tab.
   All the folders and files that invited bidders have access to display as in the graphic below. If any documents should not be released externally go to the Documents repository and remove that/those documents.

3. Click on the name of any file you wish to review.

   

Download Bidding Documents

1. Go to the Bid Package details page.
2. Click the Bid Documents tab.
3. Click the checkbox next to the file you wish to download.
4. Click the Download button.

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1. Go to the Bid Package Details page.
2. Click the Bid Documents tab.
3. Click the History button. The History table displays the history information.

Working with Questions and Responses

The Questions/Responses tab allows the Project/Bidding Manager to publicize questions and responses. All inquiries and responses posted are sent to all bidders via email or fax. This eliminates the need to send multiple emails. This tab displays questions submitted by bidders and allows you to post answers publicly or directly to the bidder.

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• Add Questions
• Respond to Bidder Questions
• Export Questions/Responses

Add Questions

To add questions:

1. Go to the Bid Package Details page.
2. Click the Questions/Responses tab.
3. Click Add Question. The Bidder Question popup window displays.
4. Enter all required fields.
5. Click Save.

Respond to Bidder Questions

When a bidder posts a question in the Bidder portal it will display on the Questions/Responses tab in e-Builder. A message will also display, indicating the number of awaiting responses. You have the option of answering the bidder's question and making the response public or closing the loop with the bidder directly.

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1. Go to the Bid Package Details page.
2. Click the Questions/Responses tab.
3. Click the Respond link located next to the bidder's question. The Bidder Question pop-up window displays.
4. Enter your response in the Response field.
5. Select the Send the response to all Bidders checkbox to publicize the response or leave the box clear to respond directly.
6. Click Save.

Export Questions/Responses

To export questions/responses:

1. Go to the Bid Package Details page.
2. Click the Questions/Responses tab.
3. Click Export. The Export dialog displays.
4. To export only the unanswered questions, select the Only Unanswered checkbox.
5. Click Export Now.

Working with Bid Tabulation

Bid Tabulation works in conjunction with Bid Scope. After the bid scope has been defined you can tabulate the results of all submitted bids from the Bid Tabulation tab.

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The bid tabulation feature helps bid managers save a significant amount of time by arranging bids side-by-side for comparison. The tabulation is updated instantly whenever a change is made on either the bid tabulation itself or if a change is made through the bidder portal.

Adjusting Bidder's Values

If this setting is enabled in the bidding details you are able to adjust bidder values. As soon as the adjustment is made the change is reflected in the Bidder Portal for the bidder to view. When the bidder logs into the Bidder Portal adjusted amounts display in red and they are able to read your notes.

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1. Go to the Bid Package Details page.
2. Click the Bid Tabulation tab.
3. Click the title of the bidder's company. The Invitation Details page appears.
4. Cl
5. ick Click the Bid Details tab. An Adjust link appears next to each Total Cost Value.
6. Click the Adjust link next to the total you want to change. The Adjust Bid Amount popup window displays.
7. Enter all required fields.
8. Click Save.

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