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Online Bidding Details Tab

 
Online Bidding Details Tab
 
This table displays all of the bid items in the procurement record with Include In Bid checked. See Procurement Bid Items Tab for more information.
 
1

Preview Conversions Button

1. Preview Conversions Button
2

Line Number

2. Line Number
Line # Field. Sequential, in the same order as lines in the Procurement Bid Items Tab.
3

Project

3. Project
Read-only. The project in the linked procurement line.
4

Item

4. Item
Read-only. The item in the linked procurement line.
5

Description

5. Description
Read-only. The description in the linked procurement line.
6

Currency

6. Currency
Read-only. The currency in the linked procurement line.
7

Scope Of Work

7. Scope Of Work
Read-only. Click the icon to open a dialog displaying the full scope of work.
8

Mfr. #

8. Mfr. #
Read-only. The manufacturer in the linked procurement record. This field will not appear if Include Manufacturer Columns in Online Bids option is not selected in Procurement Header Fields.
9

Edit field

9. Edit field
Read-only. The mfr. # in the linked procurement record. This field will not appear if Include Manufacturer Columns in Online Bids option is not selected in Procurement Header Fields.
10

UOM

10. UOM
Read-only. The UOM in the linked procurement record.
11

Est. Quantity

11. Est. Quantity
Read-only. The quantity from the linked procurement record.
12

Bid Quantity

12. Bid Quantity
Read-only if Lock Quantity in Online Bids option is not selected in Procurement Header Fields. Defaults to match Est. Quantity.
13

Unit Price

13. Unit Price
Editable. If Total Amount is edited this is calculated as Total Amount divided by Bid Quantity.
14

Total Amount

14. Total Amount
Defaults to Bid Quantity times Unit Price but may be edited. If edited, Unit Price is calculated as Total Amount divided by Bid Quantity.
15

Leveled Total

15. Leveled Total
PMWeb procurement allows you to level bids to more precisely compare them to others. In the leveling process you can enter one or more adjustments to each bid item to bring it in line with the assumptions that competing bidders made. Importantly, these adjustments are all saved as new transactions. You can always see and revise the leveling adjustments you made while preserving the integrity of the bidder’s original data.
 
The bidder never sees any leveling information. As they enter their bids the Total Amount is automatically copied into the hidden Leveled Total field. Bid managers can subsequently visit the online bidding record, view the Leveled Total field and edit it, as described below.
 
To level a bid item, click the button in the Leveled Total field in the online bidding. The Bid Leveling dialog opens with the current data for that bid item displayed.
 
Use the spreadsheet to enter one or more adjustment lines. Adjustments can be positive or negative and for each you can record a description and explanatory notes. As you save lines in the spreadsheet the recap fields at the top of the dialog will be updated as will the chart at the bottom of the dialog. The estimated recap shows the data that came from the procurement record. The bid recap shows what was entered in the online bidding record. The leveled recap shows what was entered in the dialog.
 
Note: In the Leveled recap, UOM, Quantity and Unit Price will only show data if the UOM on all lines in the spreadsheet match the UOM of the bid item. Leveled Total will always be updated.
 
The chart at the bottom of the dialog shows each bidder’s data for the bid item. The gray bar represents the bid Total Amount. The colored bar represents the Leveled Total.
 
 
16

Days

16. Days
Defaults to "0". This field will not be visible if the Include Days Column in Online Bids option is unchecked in Procurement Header Fields.
17

MWDBE Amount

17. MWDBE Amount
Default is 0.00. If this field is edited MWDBE % is recalculated as MWDBE Amount divided by Total Amount times100.
18

MWDBE %

18. MWDBE %
Default is 0.00%. If this field is edited MWDBE Amount is recalculated as MWDBE % times Total Amount.
19

Phase

19. Phase
Read-only. Phase Field