Page History

1. The Vendor Manager sees the type of work and estimated cost and uses that information to evaluate the vendors suggested by the PM.

2. The Vendor Manager checks to make sure:

   1. If a Vendor has been selected from the Company Lookup, the PM should have added Contact Name, Phone #, Email.

   2. If a new company is being added, the PM should have added the Company, Contact Name, Phone #, Email.

3. The Vendor Manager is responsible for reviewing the bidder information and updating the Contacts Module in e-Builder based on the information provided in the Potential Bidder List. 

   1. The VM checks to make sure the company and contact information exist in the Contacts Module and is correct.  If information is missing:

      1. The VM clicks on the “Contacts” tab at the top of the screen.

         1. If the Company already exists, add the Contact:

            1. The VM selects the Company.

            2. Clicks on “Add Contact” and copies the Contact information from the VM step into “Contacts”

            3. Clicks “Save”.

         2. If the Company does not already exist:

            1. The VM clicks “Add Company” and adds the Company

               1. From SAP, if available

               2. If not in SAP, more information will be required from the PM

            2. Add the Contact as per 3.a.i. above.

4. The Vendor Manager should add comments, where appropriate in the Vendor Manager Comments text box, or attach relevant documents to the step.

5. To have the PM revise information, the VM should select “Revise”.  To move it forward to the Program Manager, the VM should “Submit”.

To upload Companies and/or Contacts:

1. Click on Contacts tab at the top.

2. Click on “Import Contacts” (top right, in red line)

3. Select the “How is your import file organized?”

4. Choose the file to upload.