Summary Tab The Summary tab allows the user to review the Bid for revisions Review Summary tab and updates prior to approval. Submit for Approval Select Automatic Approval Review information from all Tabs. Return to a Tab to update information and Save Bid status is now to Send’ ‘Ready Submit for Approval Select Send Bid to generate an email to Vendors After a Bid has been approved, the BP user must access the Bid on the Bidders tab and publish online and select ‘Send’. Bid status is now ‘Sent’ After the bid has been Sent and the Bid Available Date is current date or prior, vendors can view online. Navigate to the BidBuy login page and view Open Bids to see the bid available to the public Hands-on Activity Attendees convert the Requisition created in previous step to a Bid Presenter to have the Process & Publish Bid slide on the overhead and walk around to assist Instructor Online Create Bid Amendment (If Needed) – Create Bid Amendment Demo Steps to create the Bid Amendment if the Bid Opening Date is in the future prior to moving on the Open Bid steps below If the Bid Opening Date is in the future when preparing to Open the Bid, an Amendment can be created to change the Bid Opening Date/Time. If an Amendment is required to change the Bid Opening for attendees, it is recommended the Instructor lead those students through the process step-by-step before continuing through the exercise. Instructor does the following and then turns over to users to do. Navigate to Bid Navigate to your Bid document. Between the Bid Available Navigate to Bid: Date/Time and the Bid Opening Date/Time, the document will be Documents > Bids > Sent, or ‘Sent’. Advanced Search Use Document Navigation for Sent Status Select Bid number to open Advanced Search Bid Number
Summary Tab The Summary tab allows the user to review the Bid for revisions and updates prior to approval. Review information from all Tabs. Return to a Tab to update information and Save Submit for Approval After a Bid has been approved, the BP user must access the Bid and select ‘Send’. After the bid has been Sent and the Bid Available Date is current date or prior, vendors can view online. Review Summary tab Submit for Approval Select Automatic Approval Bid status is now ‘Ready to Send’ Select Send Bid to generate an email to Vendors on the Bidders tab and publish online Bid status is now ‘Sent’ Navigate to the BidBuy login page and view Open Bids to see the bid available to the public Hands-on Activity Attendees convert the Requisition created in previous step to a Bid Presenter to have the Process & Publish Bid slide on the overhead and walk around to assist Instructor Online – Create Bid Amendment (If Needed) Create Bid Amendment Demo Steps to create the Bid Amendment if the Bid Opening Date is in the future prior to moving on the Open Bid steps below If the Bid Opening Date is in the future when preparing to Open the Bid, an Amendment can be created to change the Bid Opening Date/Time. If an Amendment is required to change the Bid Opening for attendees, it is recommended the Instructor lead those students through the process step-by-step before continuing through the exercise. Instructor does the following and then turns over to users to do. Navigate to Bid Navigate to your Bid document. Between the Bid Available Date/Time and the Bid Opening Date/Time, the document will be ‘Sent’. Use Document Navigation for Sent Status Advanced Search Bid Number Navigate to Bid: Documents > Bids > Sent, or Advanced Search Select Bid number to open