Capital Projects / Projects

Reviewing Work Packages and Submitting Bids

As a vendor, you can view work packages that are available for you to bid on using the Review Work Packages Out for Bid task. After reviewing the work package, using this task, you have the option to create a bid and immediately submit the bid. You can also create a bid and submit it later.

Depending on the status of the bid, the Add Bid and Edit Bid buttons appear next to work packages that are available for bidding.

  • If you have not yet entered a bid for a work package, the Add Bid button is shown. If you have already entered a bid for the work package, the Add Bid button is disabled.
  • If you have created and saved a bid, the Edit Bid button appears next to a bid.
  • If you have submitted a bid and the Bid Status is "Submitted - In Review", the bid is no longer available for editing. In this case, the View button appears next to the bid so that you can review a read-only view of the bid details.

Note : You can submit a bid using the Projects application. You can also notify the employer of your bid by phone or fax.

Reviewing Work Packages and Submitting a Bid

To review work packages and submit a bid:

  1. Select the Contract / Review Work Packages Out for Bid task.
  2. If needed, to restrict the list of work packages shown, in the Filter console at the top of the page, choose the criteria that you want to use to search for work packages and click Show.

    All the work packages that are available for bidding and that are within your restriction are displayed.

  3. Select a work package in the Work Packages Out for Bid list to view the work package details in the right panel. The Actions panel shows actions for the work package.
  4. Browse through the Work Packages list to review the work that is available.
  5. To add a bid for a work package that you have not yet created a bid for:
    1. Click the Add Bid button in the My Bid panel.
      The Work Package Bid Details form appears.
    2. Enter your bid information.
    3. Do one of the following:
      • To save the bid information and submit it later, click Save Draft.

        Your bid is saved but not yet submitted. This gives you the option to add edits before you submit your bid. The details of your bid appear in the My Bid panel.

      • To submit the bid, click Submit.
  6. To edit a bid you have saved but not submitted:
    1. Click the Edit Bid button in the row for the bid in the My Bid panel.
      The Work Package Bid Details form displays the bid details.
    2. Make the necessary edits and click Save.
    3. Click the Submit button to submit your bid.
      The Status is changed to "Submitted."

Withdrawing a Bid to Edit It

If you want to edit a bid that you have already submitted, you must first withdraw the bid. You have the option to withdraw the bid if the status of the bid is "Submitted". In this case the Edit button appears next to the bid.

If the bid status is "Submitted - In Review", you cannot withdraw and edit the bid.

To withdraw and edit a bid that has already been submitted:

  1. Select the Contract/Review Work Packages Out for Bid task.
  2. If needed, to restrict the list of work packages shown, in the Filter console at the top of the page, choose the criteria that you want to use to search for work packages, and click Show.

    All the work packages that are available for bidding and that are within your restriction are displayed.

  3. Select the work package that has the bid you want to edit.

    The My Bid panel shows the bids for the selected work package.

  4. Select the Edit button in the row for the bid that you submitted and that you want to withdraw.

    Note : The Edit button is available if the Bid Status is Created or Submitted. If the Bid Status is Submitted - Out for Review, the Edit button is not available. In that case, the View Bid button appears in the row for the bid.

    The Work Package Bid Details form appears.

  5. Click the Withdraw button to withdraw the bid you submitted.
    The Status is changed to Withdrawn.
  6. In the My Bids panel, click the Edit Bid button in the row for the bid that you want to edit.
    The Work Package Bid Details form appears.
  7. Enter the changes for the bid.
  8. Do one of the following:
    • To save the bid information and submit it later, click Save Draft.
    • To save the bid information and submit it later, click save Draft.