04.00 Bidding

• 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?

• 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.

• 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.

• 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.

• 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.

• 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.

• 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?.

• 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?

• 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.

• 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.

• 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.

• 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.

• 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?

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.

• 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?

• 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?

• 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.

• Multiple fields are evaluated 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?

• The SEG Director reads the comments and reviews the process fields. The SEG 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.

• The O&M Director reads the comments and reviews the process fields. The O&M 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.

• 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?

• 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 (Mail Merge). (The bid list is approved and Mail Merge creates the bid list.)
• If Revise is chosen the next step is Initiator Revise.

• 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 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.

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

• The VPF/Treasury reads the comments and reviews the process fields. The following are the possible actions.
• If Submit is chosen the next step is Campus Construction.
• If Revise is chosen the next step is Initiator Revise.

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

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

• 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.

• The DOF Procurement reads the comments and reviews the process fields DoF Procurement may Submit or Revise
• If Submit is chosen the next step is Projects Director Reviews Package
• If Revise is chosen the next step is PM Prepares Bid Documents

• 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 DoF Procurement Assembles Bid Package.
• If Revise is chosen the next step is PM Prepares Bid Documents.

• 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.

• 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.