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Result or Product of this Process

Process Details

Composition Setup
 
Deck of Cards
idBid
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labelSummary
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width100%

The

Project Manager uses the bidding process and the bidding module to:
  • Compose a list of potential bidders and receive approval on the bidder list
  • Prepare the bid documents and assemble the bid package
  • Release the bid package through the e-Builder Bidder Portal
  • Answer and respond to questions about the bid from the bidders
  • Tabulate and analyze the submitted bids
  • Make an award recommendation
  • Gain approval of the award recommendation
  • Award the bid and notify the winning bidder
  • Notify bidders not selected

Awarding the bid in e-Builder kicks off the commitment/purchase order process

.

04.01 Bidding process is used for Bid List Approval, Release to Bid and Bid Award Recommendation including these specific steps.

  • Obtain an approved list of bidders
  • Prepare and gain approval of the bid package documents including the proposed sample contract provided by the Contract Admin
  • Secure approval to release the bid
  • Recommend an award supported by the bid tabulation in the Bidding module.
  • Gain approval to use a pre-priced agreement to award certain types of work to selected vendors.
  • Create the Selection of Source form and have it reviewed and approved by the Vendor Manager
  • Following approval, award the bid.
  • Ensure that the awarded bidder is properly set up in e-Builder and SAP

Note that the Bidding process is used to inform internal actors about the bid and gain approval to proceed through the bidding stages, from Bid List approval to award. The Bid module is used to construct and publish the bid to the Bidders portal and to initiate your Contract and Purchase order request.

Process Details

Deck of Cards
idBid
Card
labelSummary

The Bidding process and the Bidding module are both used to complete a bid and issue an award.

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labelProcess Map

Image Added

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labelStep Descriptions

To make the Step descriptions for Bidding easier to read they have been separated into the three parts (tabs). 

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idSDBid
historyfalse
Card
labelBid List Approval

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Start

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  • The Bidding process is usually initiated by the Project Manager.
  • Depending on the project the initiator completes the required sections of the page.
    • Contract Management
    • Pre-Priced Agreement for Office/CR/Lab
    • Sole Source
    • Potential Bidders - When adding potential bidders you should add contact information for each bidder prior to submitting for Vendor Manager review. If that information is not provided the process will be returned to your court for the Initiator Revise step
  • When finished, take the Submit action.
  • The next step is Furniture or AV Bid?

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Furniture?

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  • Based on the process initiator's answer to the "Is this a furniture or AV bid?" question the process is routed.
  • If True (Yes) the next step is Bid Doc Preparation
  • If False (No) the next step is AV?

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AV?

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  • Based on the process initiator's answer to the "Is this a furniture or AV bid?" question the process is routed.
  • If True (Yes) the next step is Vendor Mgr Reviews A/V Bid
  • If False (No) the next step is Sole Source?

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Vendor Mgr Reviews A/V Bid

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  • In this step the Vendor Manager reviews the Bid information. The process reaches this step for A/V Bids.
  • If the Submit action is taken the next step is Program Manager Reviews.
  • If the Revise action is taken he next step is Initiator Review.

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Vendor Mgr Reviews Prop Bid List

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  • The Vendor Manager reviews the proposed bid list.
  • If approved the Vendor Manager takes the Submit action. The next step is Prepriced Agmt?
  • If the Revise action is taken he next step is Initiator Review.

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Prepriced Agmt?

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  • The system evaluates this conditional to determine if this is a Pre-priced agreement. Using a pre-priced agreement bypasses the process steps which generate an Approved Bid List.
  • If the use of a pre-priced agreement is approved, the work is awarded to a vendor who has previously bid for for work of a certain scope/complexity in order to be considered for that work in the future.
  • If Pre-priced Agreement is True (Yes) the next step is CA Approved Contract Type.
  • If it is False (No) the next step is Program Manager Review.

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Sole Source?

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  • The system evaluates this conditional to determine if this is a Sole Sourced agreement. Using a Sole Sourced agreement bypasses the process steps which generate an Approved Bid List.
  • If the use of a Sole Source agreement is approved, an explanation must be provided.
  • If this conditional evaluates to True (Yes) the next step is Vendor Reccomendation.
  • If this conditional evaluates to False (No) the next step is Vendor Mgr Reviews Prop Bid List.

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Initiator Revise

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  • Initiator Revise is used to request that the initiator correct an error or add more information to a prior step.
  • The Initiator reviews the process and the comments made by the reviewer and makes adjustments as required. The Action options for the initiator are To Vendor Manager, To Program Manager or Void.
  • If To Vendor Manager is chosen the next step is Vendor Mgr Reviews Prop Bid List.
  • If To Program Manager is chosen the next step is Program Manager Review.
  • If Void is chosen the next step is Finish.

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Program Manager Reviews

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  • The Program Manager reads the comments and reviews the process fields and has the option to take an Action to Submit or Revise.
  • If Submit is chosen the next step is Campus Construction?
  • If Revise is chosen the next step is Initiator Revise.

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Campus Construction?

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  • e-Builder uses information previously entered about the project to determine if this is a Campus Construction project.
  • If Yes the next step is SP&T Program?
  • If No the next step is OCP?

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SP&T Program?

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  • e-Builder uses information previously entered about the project to determine if this is an SP&T
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labelProcess Map

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labelStep Descriptions

Step descriptions for Bidding have been separated into the three discrete parts below. While Bidding is one process, the supporting documentation is made easier to read by making this division..

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idSDBid
historyfalse
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labelBid List Approval

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1. Start

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  • The Bidding process is started by the Project Manager, OCP Planner, SPT Lead, SPT Commissioning Lead or VPF Strategic Sourcing. Regardless of who initiates the process the final step is Submit.
  • The next step is A133 Been Signed?

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2. Furniture or AV Bid? (Decisional Step)

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  • The data field "Is this a furniture or AV bid" is evaluated.
  • If True (Yes) the next step is PM Prepares Bid Documents.
  • If False (No) the next step is Vendor Manager Review.

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3. A133 Been Signed? (Decisional Step)

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  • The data field "Has the A133 Been Signed?" is evaluated.
  • If True (Yes) the next step is PM Prepares Bid Documents.
  • If False (No) the next step is Vendor Manager Review.

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4. Vendor Manager Review

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  • The Vendor Manager completes the required fields and has the option to Submit or Revise.
  • If Submit is chosen the next step is Program Manager Reviews.
  • If Revise is chosen the next step is Initiator Revise.

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5. Initiator Revise

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  • The initiator reviews the process adds comments and makes adjustments as necessary. The options for the indicator are To Vendor Manager, To Program Manager or Void.
  • If To Vendor Manager is chosen the next step is Vendor Manager Review.
  • If To Program Manager is chosen the next step is Program Manager Review.
  • If Void is chosen the next step is Finish.

 

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6. Program Manager Review

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  • The Program Manager reads the comments and reviews the process fields. The Program Manager has options to Submit or Revise.
  • If Submit is chosen the next step is Sole Source?
  • If Revise is chosen the next step is Initiator Revise.

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7. Sole Source? (Decisional Step)

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  • The data field "Sole Source?" is evaluated.
  • If True (Yes) the next step is VPF Procurement Reviews Bid Package
  • If False (No) the next step is Campus Construction?.

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8. Campus Construction? (Decisional Step)

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  • Multiple fields are evaluated to determine if this is a Campus Construction project.
  • If Yes the next step is SP&T Program?
  • If No the next step is OCP?

 

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9. SP&T Program? (Decisional Step)

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  • Multiple fields are evaluated to determine if this is an SP&T Program.
  • If True (Yes) the next step is VPF Strategic Sourcing Review.
  • If False (No) the next step is Projects Director Review.

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10. SPT Director Review

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  • The SPT Director reads the comments and reviews the process fields and has the option to Submit or Revise.
  • If Submit is chosen the next step is CC Director Review.
  • If Revise is chosen the next step is Initiator Revise.

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11. Projects Director Review

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  • The Projects Director reads the comments and reviews the process fields and has the option to Submit or Revise.
  • If Submit is chosen the next step is CC Director Review.
  • If Revise is chosen the next step is Initiator Revise.

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12. CC Director Review

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  • The CC Director reads the comments and reviews the process fields and has the option to Submit or Revise.
  • If Submit is chosen the next step is Approved Bid List (The bid list is approved and Mail Merge creates the bid list)
  • If Revise is chosen the next step is Initiator Revise.

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13. OCP? (Decisional Step)

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  • Multiple fields are evaluated to determine if this is an OCP Program.
  • If True (Yes) the next step is OCP Director Review.
  • If False (No) the next step is M&U?

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14. OCP Director Review

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The OCP Director reads the comments and reviews the process fields. The OCP Director has options to Submit or Revise.

If Submit is chosen the next step is Approved Bid List (The bid list is approved and Mail Merge creates the bid list)

If Revise is chosen the next step is Initiator Revise.

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15. M&U? (Decisional Step)

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  • Multiple fields are evaluated to determine if this is an M&U program?
  • If Yes the next step is Utilities Program?
  • If No the next step is Campus Services?

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16. Utilities Program? (Decisional Step)

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  • Multiple fields are evaluated to determine if this is a Utilities Program.
  • If True (Yes) the next step is Utilities Director Review.
  • If False (No) the next step is SEG Program?

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17. Utilities Director Review

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  • The Utilities Director reads the comments and reviews the process fields. The Utilities Director has the option to Submit or Revise.
  • If Submit is chosen the next step is M&U Director Review.
  • If Revise is chosen the next step is Initiator Revise.

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18. SEG Program? (Decisional Step)

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  • Multiple fields are evaluated to determine if this is an SEG Program.
  • If True (Yes) the next step is SEG SPT Director Review.
  • If False (No) the next step is O&M CC Director Review?.

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19. SEG SPT Director Review

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  • The SEG SPT Director reads the comments and reviews the process fields . The SEG Director and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is M&U CC Director Review.
  • If Revise is chosen the next step is Initiator Revise.

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20. O&M CC Director Review

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  • The O&M CC Director reads the comments and reviews the process fields . The O&M Director and has the option option to take an action to Submit or Revise.
  • If Submit is chosen the next step is M&U Director Review. Approved Bid List
  • If Revise is chosen the next step is Initiator Revise.

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OCP?

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  • e-Builder evaluates information previously entered about the project to determine if this is an OCP Program.
  • If True (Yes) the next step is OCP Director Review.
  • If False (No) the next step is M&U?

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OCP 21. M&U Director Review

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  • The M&U The OCP Director reads the comments and reviews the process fields. The M&U The OCP Director has the option to take an Action to Submit or Revise.
  • If Submit is chosen the next step is Approved Bid List (Mail Merge).If Revise is chosen the next step is
  • If Revise is chosen the next step is Initiator Revise.

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M&U?

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  • e-Builder evaluates information previously entered about the project to determine if this is an M&U program?
  • If Yes the next step is Utilities Program?
  • If No the next step is Campus Services? Initiator Revise.

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22. Campus Services? (Decisional Step)Utilities Program?

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  • e-Builder evaluates information previously entered about the project to
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  • Multiple fields are evaluated to determine if this is an Campus Services a Utilities Program.
  • If True (Yes) the next step is CS Utilities Director Review.
  • If False (No) the next step is IBO Director Review SEG Program?

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23. CS Director Utilities Director Review

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  • The CS Utilities Director reads the comments and reviews the process fields. The CS Utilities Director has the option to take an Action to Submit or Revise.
  • If Submit is chosen the next step is M&U Director Review.
  • If Revise is chosen the next step is Approved Bid List (Mail Merge). (The bid list is approved and Mail Merge creates the bid list.)If Revise is chosen the next step is Initiator Revise. Initiator Revise.

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SEG Program?

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  • e-Builder evaluates information previously entered about the project  to determine if this is an SEG Program.
  • If True (Yes) the next step is SEG Director Review.
  • If False (No) the next step is O&M Director Review?

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24. IBO SEG Director Review

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  • The IBO SEG Director reads the comments and reviews the process fields. The IBO SEG Director has the option to Submit or Revise.
  • If Submit is chosen the next step is Approved Bid List (Mail Merge). (The bid list is approved and Mail Merge creates the bid list.) M&U Director Review.
  • If Revise is chosen the next step is Initiator Revise.

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25. Initiator ReviseO&M Director Review

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  • The VPF/Treasury The initiator revises the process and adds comments if necessary. The initiator Submits when finished with revisions.
  • The next step is Sole Source?

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26. VPF Procurement Reviews Bid Package

  • O&M Director reads the comments and reviews the process fields. The following are the possible actionsThe O&M Director has the option to Submit or Revise.
  • If Submit is chosen the next step is Campus Construction M&U Director Review.
  • If Revise is chosen the next step is Initiator Revise.

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27. Approved Bid List (Automatic Step)

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  • Automatic step generates the Approved Bid List document.
  • The next step is Initiator Prepares Bid Documents.
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labelRelease to Bid

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M&U Director Review

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  • The M&U Director reads the comments and reviews the process fields. The M&U Director has the option to Submit or Revise.
  • If Submit is chosen the next step is Approved Bid List
  • If Revise is chosen the next step is Initiator Revise.

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Campus Services?

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  • e-Builder evaluates information previously entered about the project to determine if this is an Campus Services Program.
  • If True (Yes) the next step is CS Director Review.
  • If False (No) the next step is IBO Director Review

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CS Director Review

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  • The CS Director reads the comments and reviews the process fields. The CS Director has the option to Submit or Revise.
  • If Submit is chosen the next step is Approved Bid List
  • If Revise is chosen the next step is Initiator Revise.

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IBO Director Review

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  • The IBO Director

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28. Initiator Prepares Bid Documents

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  • The initiator prepares the bid documents, completes the required fields and Submits when finished.
  • The next step is DOF Procurement Assembles Bid Package.

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29. Has A133 Been Signed? (Decisional Step)

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  • The data field "Has the A133 been signed?" is evaluated.
  • If True (Yes) the next step is Program Manager Reviews Package.
  • If False (No) the next step is DoF Procurement Assembles Bid Package.

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30. DoF Procurement Assembles Bid Package

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  • The DOF Procurement reads the comments and reviews the process fields DoF Procurement may . The IBO Director has the option to Submit or Revise.
  • If Submit is chosen the next step is Projects Director Reviews Package Approved Bid List.
  • If Revise is chosen the next step is PM Prepares Bid Documents Initiator Revise.

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31. Program Manager Reviews PackageInitiator Revise

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  • The program manager reads the comments and reviews the process fields. The program manager has the option to Submit or Reviseinitiator revises the process and adds comments if necessary. The initiator Submits when finished with revisions.
  • If the Submit action is chosen taken the next step is DoF Procurement Assembles Bid Package. Sole Source?
  • If Revise Void is chosen the next step is PM Prepares Bid Documents Finish.

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32. Projects Director Reviews PackageApproved Bid List

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  • The Projects Director reads the comments and reviews the process fields The Projects Director may Submit of Revise.
  • If Submit is chosen the next step is Release to Bid (Mail Merge).
  • If Revise is chosen the next step is PM Prepares Bid Documents.

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33. Initiator Releases Bid

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  • The initiator completes the required process fields, Submits and uses the e-Builder Bidding module to send the bids to the approved bid list.
  • The next step is Initiator Recommends Vendor.
  • This step generates the Approved Bid List document from a template
  • The bid list document is placed into the Documents\05 Procurement\0505 Bid Lists (I) folder
  • The next step is CA Apprv Contract Type.
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labelDocuments, Contract Approval, Release Bid

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CA Apprv Contract Type

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  • The Contract Admin either approves or changes the contract type or approves the Pre-priced agreement and adds the contract number for that agreement to the process.
  • The Contract Admin takes the Approved action to approve. The next step is Approved Pre-Price.
  • The Contract Admin takes the Changed action when changing the contract type, and adds comments to indicate to the PM that the contract has been changed and the reasons for the change.
  • The next step is Bid Doc Preparation.

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Approved Pre-Price Agreement

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  • This is a conditional step. If True (a Pre-priced agreement) the next step is the Merge/Code step that creates the Selection of Source form document.
  • If False the next step is Bid Document Preparation.

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PrePriced SoS

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  • e-Builder generates the Selection of Source for Pre-priced agreements.
  • The next step is Vendor Manager Review of SoS.

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Bid Document Preparation

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  • The process initiator, usually the Project Manager, prepares/uploads the bid documents and completes the required fields. The Submit action is taken when finished.
  • The next step is Contract Admin Assembles Bid Package

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Contract Admin Assembles Bid Package

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  • The Contract Admin assembles the bid package and when finished takes the Submit action.
  • As part of this process the Contract Admin adds a contract sample and assigns a contract number.

  • The next step is Hold for Bids/Proposals Received.

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Hold for Bids/Proposals Received

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The bid should be released in the Bid module when the process reaches this step.

  • Hold the process in this step from bid release until all bids are received and the bid tab has been opened and analyzed. This may be held for one to several weeks while the bid is open.
  • Once the bids have been analyzed and a vendor recommendation is ready the Project Manager takes the Submit action.
  • The next step is Vendor Recommendation.
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labelBid Award Recommendation

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Vendor Recommendation

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  • The Project Manager, having received all the bids and supporting documents, performs the analysis and selects a vendor.
  • The process step form is completed and the Submit action is taken.
  • The next step is Selection of Source.

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Selection of Source

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  • This is an automatic step to generate the Selection of Source document. The Selection of Source template is applied.
  • The next step is Vendor Manager Review of SoS.

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Vendor Manager Review of SoS

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  • The Vendor Manager reviews the selection and has the option to take the Action to Submit or Revise
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labelBid Award Recommendation

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34. Initiator Recommend Vendor

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  • The initiator receives all the bid documents, reviews them, and selects a vendor for recommendation. All project managers on the project receive a notification when this step is reached. They will fill out the required fields and Submit.
  • The next step is Selection of Source.

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35. Selection of Source (Automatic Step)

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  • This is an automatic step to generate the Selection of Source document. The Selection of Source template is applied.
  • The next step is Program Manager Review.

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36. DoF Procurement Reviews Selection

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  • DoF Procurement reviews the selection and has the option to Submit or Revise
  • If Submit is chosen the next step is Program Manager Review
  • If Revise is chosen the next step is Initiator Recommend Vendor

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37. Program Manager Review

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  • The program manager reads the comments and reviews the process fields. The program manager has the option to Submit or Revise.
  • If Submit is chosen the next step is Campus Construction.
  • If Revise is chosen the next step is Initiator Revise.

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38. Initiator Revise

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  • The initiator reviews the process and adds comments and makes adjustments as necessary. The initiator has the option to Submit or Void.
  • If Submit is chosen the next step is Selection of Source.
  • If Void is chosen the next step is Finish.

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39. Campus Construction (Decisional Step)

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  • Multiple fields are evaluated to determine "ownership of the program".
  • If True (Yes) the next step is SP&T Program.
  • If False (No) the next step is M&U.

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40. SP&T Program? (Decisional Step)

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  • The "Contract managed by a different program" field is evaluated.
  • If True (Yes) the next step is VPF Strategic Sourcing Review.
  • If False (No) the next step is Project Director Review.

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41. SPT Director Review

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  • The SPT Director reads the comments and reviews the process fields. The SPT Director has the option to Submit or Revise.
  • If Submit is chosen the next step is DoF Procurement Review.
  • If Revise is chosen the next step is Initiator Revise.

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42. Projects Director Review

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  • The projects director reads the comments and reviews the process fields. The Projects Director has the option to Submit or Revise.
  • If Submit is chosen the next step is DoF Procurement Program Manager Review.
  • If Revise is chosen the next step is Initiator ReviseVendor Recommendation.
 

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43. M&U (Decisional Step)Program Manager Review

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  • Multiple fields are evaluated to determine ownership of the program.
  • If True (Yes) the next step is Utilities Program?
  • If False the next step is DoF Procurement Review.

 

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44. Utilities Program (Decisional Step)

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  • Multiple fields are evaluated to determine "ownership of the program".
  • If True (Yes) the next step is Utilities Director Review.
  • If False (No) the next step is SEG Program?.

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45. Utilities Director Review

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  • The utilities director reads the comments and reviews the process fields. The utilities director has the option to Submit or Revise.
  • If Submit is chosen the next step is DoF Procurement Review.
  • If Revise is chosen the next step is Initiator Review.

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46. SEG Program

  • The Program Manager reads the comments and reviews the process fields. The program manager has the option to take an Action to Submit or Revise.
  • If Submit is chosen the next step is Campus Construction.
  • If Revise is chosen the next step is Initiator Revise Recommendation.

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Initiator Revise Recommendation

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  • The Initiator reviews the process and adds comments and makes adjustments as necessary. The initiator has the option to Submit or Void.
  • If Submit is chosen the next step is Selection of Source.
  • If Void is chosen the next step is Finish.

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Campus Construction?

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  • e-Builder uses information previously entered to to determine "ownership" of the program.
  • If True (Yes) the next step is SP&T Program.
  • If False (No) the next step is M&U.

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SP&T Program?

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  • The "Contract managed by a different program" field is evaluated
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  • Multiple fields are evaluated to determine if this is an SEG Program.
  • If True (Yes) the nest next step is SEG SPT Director Review.
  • If False (No) the next step is O&M Director Review. Vendor Manager Review of SoS

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47. SEG SPT Director Review

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  • The SEG SPT Director reads the comments and reviews the process fields. The SEG SPT Director has the option to Submit or Revise.
  • If Submit is chosen the next step is DoF Procurement Review.
  • If Revise is chosen the next step is Initiator Revise.

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48. O&M Director Review

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  • The O&M Director reads the comments and reviews the process fields. DoF Procurement has the option to Submit or Revise.
  • If Submit is chosen the next step is DoF Procurement Review.
  • If Revise is chosen the next step is Initiator Revise.

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49. DoF Procurement Review

  • Submit or Revise.
  • If Submit is chosen the next step is Vendor Manager Review of SoS.
  • If Revise is chosen the next step is Initiator Revise.

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M&U2?

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  • e-Builder uses information previously entered to determine "ownership" of the program.
  • If True (Yes) the next step is Utilities Program?
  • If False (No) the next step is Campus Services?

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Utilities Program?

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  • e-Builder uses information previously entered to determine "ownership" of the program.
  • If True (Yes) the next step is Utilities Director Review.
  • If False (No) the next step is SEG Program?.

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Utilities Director Review Rec

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  • The utilities director
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  • DoF Procurement reads the comments and reviews the process fields. The O&M Director utilities director has the option to Submit or Revise.
    If Submit is chosen the next step is A133 Been Signed? M&U Director Review Rec.
  • If Revise is chosen the next step is Initiator Revise Recommendation.

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50. A133 Been Signed? (Decisional Step}SEG Program?

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  • e-Builder uses information previously entered to determine if this is an SEG Program
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  • The data field "Has the A133 Been Signed" is evaluated.
  • If True (Yes) the next nest step is Campus Construction. SEG Director Review Rec
  • If False (No) the next step is >10M O&M Director Review Rec

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51. >10M (Decisional Step)SEG Director Review Rec

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  • The SEG Director reads the comments and reviews the process fields. The SEG Director has the option to take an Action to Submit or Revise.
  • If Submit is chosen
  • The data field ">10M" is evaluated.
  • If True (Yes) the next step is VPF Procurement Vendor Manager Review of SoS.
  • If False (No) Revise is chosen the next step is One Bid? Initiator Revise Recommendation.

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52. One Bid? (Decisional Step)

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  • The data field Reason Vendor Selected is evaluated to determine If the reason selected is "2.5 Multiple Bidders Selected - Only One Bidder Responded".
  • If True the next step is VPF Procurement Review.
  • If False the next step is Lowest Bid?

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53. Lowest Bid? (Decisional Step)

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  • The data field Reason Vendor Selected is evaluated to determine if the reason selected is "2.2 Adequate price competition (at least 2 quotes): Lowest Bidder Selected. No further explanation required.".
  • If True the next step is Campus Construction.
  • If False the next step is VPF Procurement Review.

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54. VPF Procurement Review

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  • The VPF/Treasury reads the comments and reviews the process fields. The VPF/Treasury has the option to Submit or Revise.
  • If Submit is chosen the next step is Campus Construction.
  • If Revise is chosen the next step is DoF Procurement Review.

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55. Campus Construction (Decisional Step)

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  • Multiple fields are evaluated to determine if this is a Campus Construction program.
  • If True (Yes) the next step is CC Director Review.
  • If False (No) the next step is OCP?

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56. CC Director Review

O&M Director Review Rec

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  • The O&M Director reads the comments and reviews the process fields. DoF Procurement has the option to Submit or Revise.
  • If Submit is chosen the next step is Vendor Manager Review of SoS.
  • If Revise is chosen the next step is Initiator Revise Recommendation.

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CC Director Review

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  • The CC Director reads the comments and reviews the process fields. CC Director has the option to Submit or Revise.
  • If Submit is chosen the next step is Initiator Awards Bid.
  • If Revise is chosen the next step is Initiator Revise Recommendation.

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OCP?

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  • Multiple fields are evaluated to determine if this is an OCP Program.
  • If True (Yes) the next step is OCP Director Review.
  • If False (No) the next step is M&U?.

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OCP Director Review

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  • The OCP Director reads the comments and reviews the process fields. OCP Director has the option to Submit or Revise.
  • If Submit is chosen the next step is Initiator Awards Bid.
  • If Revise is chosen the next step is Initiator Revise Recommendation.

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M&U Director Review Rec

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  • The M&U
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  • The CC Director reads the comments and reviews the process fields . CC Director and has the option to Submit or Revise.
  • If Submit is chosen the next step is Initiator Awards Bid.
  • If Revise is chosen the next step is Initiator Revise Recommendation.

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Campus Services?

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57. OCP? (Decisional Step)
  • Multiple fields are evaluated to determine if this is an Campus Services program?
  • If True (Yes) the next step is CS Director Review.
  • If False (No) the next step is IBO Director Review.

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CS Director Review

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  • The Campus Services Director reads the comments and reviews the process fields. The CC Director has the option to Submit or Revise.
  • If Submit is chosen the next step is Initiator Awards Bid.
  • If Revise is chosen the next step is Initiator Revise
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  • Multiple fields are evaluated to determine if this is an OCP Program.
  • If True (Yes) the next step is OCP Director Review.
  • If False (No) the next step is M&U?.

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58. OCP IBO Director Review

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  • The OCP The IBO Director reads the comments and reviews the process fields. OCP The IBO Director has the option to Submit or Revise.
  • If Submit is chosen the next step is Initiator Awards Bid.
  • If Revise is chosen the next step is Initiator Awards Bid.If Revise is chosen the next step is Initiator Revise Initiator Revise.

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Initiator Award Bid

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  • The Initiator reviews the process and awards the bid using the e-Builder Bidding module. The final action when the bid is awarded is to return to the process and take the Submit Action.
  • The next step is Vendor Manager Checks Company Info.

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59. M&U? (Decisional Step)Pre-Priced 3?

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  • Multiple fields are evaluated to determine if this is an M&U programThis conditional determines if this process contains a Pre-priced agreement.
  • If True (Yes) the next step is M&U Director Review the process moves to Finish.
  • If False (No) the next step is Campus Services? the process moves to Vendor Manager Checks Company Info

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60. M&U Director ReviewVendor Mgr Checks Company Info

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  • The M&U Director reads the comments and reviews the process fields and has the option to Submit or Revise
  • If Submit is chosen the next step is Initiator Awards Bid
  • If Revise is chosen the next step is Initiator Revise

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61. Campus Services? (Decisional Field)

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  • Multiple fields are evaluated to determine if this is an Campus Services program?
  • If True (Yes) the next step is CS Director Review.
  • If False (No) the next step is IBO Director Review.

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62. CS Director Review

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  • The Campus Services Director reads the comments and reviews the process fields. The CC Director has the option to Submit or Revise.
  • If Submit is chosen the next step is Initiator Awards Bid.
  • If Revise is chosen the next step is Initiator Revise.

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63. IBO Director Review

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The IBO Director reads the comments and reviews the process fields. The IBO Director has the option to Submit or Revise.

  • If Submit is chosen the next step is Initiator Awards Bid.
  • If Revise is chosen the next step is Initiator Revise.

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64. Initiator Award Bid

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The initiator reviews the process and awards the bid using the e-Builder Bidding module. The initiator Submits.

The next step is Finish.

 

65. Finish

 

 

  • Vendor Managerchecks and fills out form fields to ensure that:
    • The awarded bidder exists in SAP
    • The company information is correct and current in the Contacts module.
    • If the company is not in SAP that the New Company process has been started.
  • When finished the Vendor Manager takes the Submit action.
  • The next step is Vendor Exists in SAP?

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Vendor Exists in SAP?

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  • This step routes the process to the Finish step if the Vendor exists in SAP.
  • If the Vendor does not exist in SAP the next step is AA Adds New Company.

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AA Adds New Company

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  • If the company does not exist in SAP the AA completes the 01.01 Add New Company/Contact process and holds the process in this step until that has been completed.
  • When completed the AA takes the Vendor Added action.
  • The next step is Vendor Manager Checks Company Info.

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Hold for SAP Vendor #

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  • In this step the Administrative Assistant waits until the Vendor has been assigned a SAP Vendor Number from VPF.
  • If the Submit action is taken the next step is Finish.
  • If the Revise action is taken the next step is AA Adds New Company.

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Finish

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