Conditioning Page - Program Module

To show variances between bids:

1. Click Show Variances.

   This appears below the Conditioning tab.

2. Select the bidder you want to compare against from the menu that appears.

   Variance columns appear, showing the difference between the selected bidder and each of the other submitted bids.

To enter a comment about a line item:

1. Click a field in the blank column to the right of the conditioning column.

   The field becomes editable.

2. Enter your comment.

3. Click outside of the field.

   Your comment is saved.

To view how a line item's cost has been distributed:

• Click the hyperlinked line item value.

  The Distribution window opens. The cost per capital project appears in a table.

After the bid close date has passed, the submitted bids will appear on the Conditioning tab. The Conditioning tab is where you will compare bids and add comments to line items. Once you have completed your review, you will enable bid conditioning. Enabling the bids for conditioning will cause the bid and your comments to appear on the Bid Submission tab.

To enable bid conditioning:

• Select the Allow Conditioning check box for the bid in the Bidder List.

  The bidder is sent an email informing them that the conditioning period has begun.

To disable bid conditioning:

• Clear the Allow Conditioning check box for the bid in the Bidder List.

  The bidder is sent an email informing them that the conditioning period has ended.

You can rank your bidders on the Conditioning page. If a bidder is ranked #1, their name will appear first in the Select Bid Winner of the Select Winner window.

To rank your bidders:

1. Click and drag the bidder you want to move.

2. Drop the bidder in the position you want.

   The #1 bidder has a light green background.

The Award action is only visible after the Bid Close Date has passed.

To award a bid to a bidder:

1. Select the bidder you want to award the bid to from the Bidder List.

2. Click Award.

   This displays in the Actions menu on the right side of the page.

   The Select Winner window opens.

3. Confirm that the bidder you want is selected in the Select Bid Winner field.

4. Click Next.

   The Award Bid window opens.

5. Click Notify Winning Bidder.

   An email window opens. The fields in this window may already be pre-populated based on the parameters set by your System Administrator.

   If you have questions about the format of the email, contact your System Administrator.

6. Enter any additional information you want to send the winning bidder in the Email Subject and Email Body fields.

7. Click Send Email.

   The email is sent.

8. Click Close.

9. Click Notify Losing Bidders.

   An email window opens. The fields in this window may already be pre-populated based on the parameters set by your System Administrator.

   If you have questions about the format of the email, contact your System Administrator.

   Note:

   The Remove Losing Bidders after Notification? check box is pre-selected in this window. This check box will remove losing bidders from the project or capital project unless:

   1. the bidder has been invited to bid or accepted an invitation to bid on another bid package

   2. the bidder is assigned to a schedule task on the project or capital project

   As a best practice, we recommend you do not clear the Remove Losing Bidders after Notification? check box.

10. Enter any additional information you want to send the losing bidders in the Email Subject and Email Body fields.

11. Click Send Email.

    The email is sent.

12. Click Close.

13. Click Close.

    The window closes. The Winning Bid column in the Bidder List is now updated to reflect who won the bid and who lost the bid.

1. Navigate to the Budget page of the entity.

2. Click Budget Creation.

   This displays in the Actions menu on the right side of the page.

3. Click Status link in the Actions column of the bid award budget column.

   The Status window opens.

4. Select the default status for the bid award budget column from the Status field.

5. Click Update.

   The bid is no longer awarded to that bidder.