An Online Bidding record is automatically created for each bidder that you add to Procurement records. Data entered in the Online Bid can automatically update the data displayed in the Procurement Bidder Matrix and Bid Items tabs and can, in turn, be used to automatically generate a Commitment to the awarded bidder. While Online Bids are automatically created you are not required to use them. You can, if you prefer, ignore the Online Bids and manually enter the data directly in the Procurement record. Manually entered data can also be used when generating a Commitment from a Procurement record. See Procurement for more information about generating Commitments.
An unlimited number of revisions to each Online Bid can be created but only one revision per bidder can be designated as the current bid at any one time. This is called the "Best Bid". See Procurement for information about Best Bid and managing multiple revisions.
View NDA Button - Click this link to open the NDA. This link is not applicable if Require Nondisclosure Agreement is not selected in the linked procurement record. See Procurement Options Section for more information.
Submit Bid Button - Bidders click this button to launch the submission process. This includes verifying that all required information has been included. See Submission Tab for details. If required information is missing the submission process stops and the Submission tab is displayed. If all required information is included the Status of the record changes to "Submitted" and PMWeb Visual Workflow begins, if configured. This button is not available if the record has already been submitted.
Program Field - Read only. The program of the linked procurement record.
Project Field - Read only. The project of the linked procurement record.
Bid # Field - Read only. Assigned by the program.
Procurement # Field - Read only. The number of the procurement to which the online bid is linked. Click the field label to navigate to the procurement record.
Description Field - A description of the online bid.
Bid Category Field - Read only. The bid category of the linked procurement record.
Currency Field - Read only. The currency of the linked procurement record.
Bids Due Field - Read only. From the linked procurement record.
Time Field - Read only. From the linked procurement record.
Company Field - Read only. From the bidder matrix of the linked procurement record.
Bid Total Field - Read only. The sum of Total Amount in the details tab table.
0.00 Amount Lines Field - Read only. The count of lines in the details tab table which contain a Total Amount of "0". this is intended to alert bidders to review each bid item for completeness
Acknowledged Fields - Read only. The count of lines in the Acknowledgements table on the Submission tab where the Acknowledge box is checked and the total number of lines.
Project - Read only. The project in the linked Procurement line.
Item - Read only. The item in the linked Procurement line.
Description - Read only. The description in the linked Procurement line.
Currency - Read only. The currency in the linked Procurement line.
Scope of Work - Read only. Click the icon to open a dialog displaying the full scope of work.
Manufacturer - 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 the Procurement header.
Mfr # - 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 the Procurement header.
UOM - Read only. The UOM in the linked Procurement record.
Est. Quantity - Read only. The quantity from the linked Procurement record.
Bid Quantity - Read only if Lock Quantity in Online Bids option is selected in the Procurement header. Defaults to match Est. Quantity.
Unit Price - If Total Amount is edited, this is calculated as Total Amount divided by Bid Quantity.
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.
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 first bar represents the bid Total Amount. The second bar represents the Leveled Total.
Days - Defaults to "0". This field will not be visible if the Include Days Column in Online Bids option is unchecked in the Procurement header..
MWDBE Amount - Default is "0". If this field is edited, MWDBE % is recalculated as MWDBE Amount dived by Total Amount times 100.
MWDBE % - Default is "0". If this field is edited, MWDBE Amount is recalculated as MWDBE % times Total Amount.
Phase - Read only. The phase in the linked Procurement line.
