04.01 Bidding (BIDa)

• The Bidding process is usually initiated by the Project Manager.

• The initiator fills out the Contract Management, Potential Bidders, and if required the Sole Source sections of the process form.
• When finished, click the Submit button. 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
• The next step is Furniture or AV Bid?

• 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 Initiator Prepares Bid Documents.
• If False (No) the next step is Vendor Mgr Reviews Prop Bid List.
  

• The Vendor Manager reviews the proposed bid list.
• If approved the Vendor Manager takes the Submit action.
• If requesting revisions the Vendor Manager takes the Revise action.

• 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 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.

• 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.

• 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?

• e-Builder uses information previously entered about the project to determine if this is an SP&T Program.
• If True (Yes) the next step is SPT Director Review.
• If False (No) the next step is CC Director Review.

• The SPT Director 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 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 take an action 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.

• 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?

• The OCP Director reads the comments and reviews the process fields. 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
• If Revise is chosen the next step is Initiator Revise.

• 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?

• e-Builder evaluates information previously entered about the project 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 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 Initiator Revise.

• 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?

• 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.

• 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.

• 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

• 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.

• 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.
• 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?

• 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 Initiator Prepares Bid Documents.

• The Contract Admin either approves or changes the contract type.
• The Contract Admin takes the Approved action to approve.
• 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.

• 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

• The Contract Admin assembles the bid package and takes the Submit action.
• The next step is Hold for Bids/Proposals Received.

• 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.

• 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 Initiator Releases Bid.
• If Revise is chosen the next step is Initiator Prepares Bid Documents.

• The initiator (usually the Project Manager) works within the Bidding module to complete the steps that enable the Bidding portal for the bid package.
• Once the bid has been released the Initiator completes the required process fields, takes the Submit Action.
• The next step is Initiator Recommend Vendor.

• 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.

• 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.

• The Vendor Manager reviews the selection and has the option to take the Action 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

• 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.

• 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.

• 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.

• The "Contract managed by a different program" field is evaluated.
• If True (Yes) the next step is SPT Director Review.
• If False (No) the next step is Vendor Manager Review of SoS
  

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

• e-Builder uses information previously entered to determine "ownership" of the program.
• If True (Yes) the next step is Utilities Program?
• If False the next step is Vendor Manager Review of SoS.

• 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?.

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

• e-Builder uses information previously entered to determine if this is an SEG Program.
• If True (Yes) the nest 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 take an Action 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.

• 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.

• Vendor Manager reads the comments and reviews the process fields. Vendor 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.

• 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?

• 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.

• 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. 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.

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

• 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

• 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 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.

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.

• 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 Finish.