What is an
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External Bid?
An external bid is one a bid you have received from one or more of your bidders outside of the iTWOcx RIB CX Tenders system. This could be an email or an attachment you have received from one or more of your bidders.
As the " bid " has been sent from outside of the iTWOcx RIB CX system, the Tenders module will not be able to process it - which means information is disconnected and is not processed by the Tenders module. Neither the Tender Dashboard and nor the Tender Tender Package will not be is updated with the relevant bid details. In effect, you will have information that is disconnected.
However, with iTWOcx RIB CX Tenders, it capturing this information is easy to capture this information so that it and bid information can be imported into your package to keep all your Package/Bidder details in one place.
Topics
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How to
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Submit an External Bid
Open the relevant package
To submit an externally received bid follow the steps below.
1. Go to the Tenders Dashboard.
2. Click
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Summary next to the package you wish to upload the bid to
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.
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3. Go to the Package Progress Tab.
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Select Bidders
1. On the
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Package Progress Tab select the bidders you wish to submit an external bid for.
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2. From the Bidder Tools drop down, select Submit an External
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Bid.
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3. The External Bid submission wizard will launch and display the bidder's company and contact
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for those you have selected.
You are now ready to upload the External
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bid.
Upload the Bid Documents
To upload documents;
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1. Click the Upload button against the relevant Bidder
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.
2. The file selector will launch
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.
3. Click Select files
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to browse and attach files or simply drag and drop them
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to upload
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.
4. Click Done.
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5. You will see a count of the documents you have just added next to the Upload button.
6. Click Next.
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You must upload at least 1 attachment per bidders to proceed to the next step |
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Notify Bidder of Submission
After you click next you will be taken to the Notify tab of the External bid submission Bid Submission Wizard.
On this tab, you are able to select whether or not you would like to Notify the Bidders about you submitting Bidder that you have submitted a bid on their behalf or not.
1. To Notify - Select Yes from the drop down in the Notify column
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.
2. Don't Notify - Select No.
3. Review all your changes.
4. Click Upload Bids.
5. This will upload your external bids into
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What happens after an External Bid has been submitted?
Package Progress tab updated
- The package Progress tab is immediately updated with the newly submitted external Bid
- The submitted column for the relevant bidder will be updated.
- To view the view select View bids from the Post Submission Actions drop down.
External bids will indicate that the Tender Admin (or the user who uploaded them)
Tender Dashboard updated
Package History Updated
Package history will be updated with;
- Who submitted the external bid and on behalf of which Bidder
- If the bidder was notified about the external bid submission
Remove Bidders from External submission Wizard
If you accidently added the wrong bidders into the Wizard or changed your mind,
- You can select the Bidders you wish to remove
- Click Remove
Remove attachments from External bids
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Please note that you can only remove attachments at the time of upload. Any external bids that were submit will need to be withdrawn if you would like to remove those attachments from appearing anywhere in the package |
If you would like to remove any attachments you added during your external bid upload process;
- Click on the link that indicates the number of documents uploaded
- Click on the X to remove the documents as desired.
- Click Done.
Withdraw an External Bid
If for any reason you would like to remove an External bid you submitted from a package
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History will be updated to reflect that the bid was withdrawn.
RIB cx Tenders.
