Adding or updating the tender documents is a simple and quick process. To issue an addenda, navigate to the summary page of the desired package.
1. Click on the Documents tab.
2. Click Issue
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Issue Addenda Wizard
The Issue
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Addenda page allows you to enter a reason for the addenda
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, add new documents or update existing documents with new revisions, update the Price Submission, Schedule or Rates and the Scope of Works.
Enter the reason for the change.
Allow Tender Package Addendums to be Created Without Issuing Notifications
When issuing an addenda users can untick reset submissions.
Add New documents
To add new documents select the Add documents tab.
When unticked the system will show a new option called called Send Notifications
User can optionally turn this off and issue the addenda.
When notifications are turned off and the addenda is issued CX records this in the history of the package.
Display Which Users will be Issued the Addenda
To identify which bidders will be sent the addenda, click on the count of bidders link to see the full details of those bidders.
Add New Documents
1. Select the Add Documents tab.
2. Place a tick in the checkbox next to any document(s) you want to add.
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3. Or search for the document(s) you want to add.
4. Or upload additional files from your desktop
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5. Or insert a link.
6. Once you have added the required documents either continue to
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the Update Documents tab to update revisions of existing documents
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or
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click Next Step.
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| Documents that have already been issued will be highlighted and cannot be selected. |
Update
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Documents
To update existing documents with new revisions select the Update
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Documents tab.
1. Documents on the package which have newer revisions available will be listed.
2. To update them simply select a newer revision from the available revisions drop down.
3. Once you have updated the required documents either continue to Add
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Documents tab or
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click Next Step.
Display Which Users will be Issued an Addenda
You will now be able to easily identify which bidders will be sent an addendum. The tender module now displays the count of bidders who will be sent the addenda as well as providing a link to see the full details of those bidders.
What Happens When Addenda are Issued?
When you click issue addenda, all active bidders will receive an email informing them of the change and contained within, is a link to document tab of their bidder page.
The Package will also be updated with an addenda Number and all the progress counters (viewed, downloaded and bid submitted) will reset.
From this email, the bidders will then be able to download either just this addenda, or the full set of current documents.
View Addenda Reason
To view the reason why an addenda was issued, click the documents tab, then click on the addenda link you want to view.
Superseding or Deleting External Attachments
Please note only attachments can be superseded. Publication Space documents linked to a package cannot be superseded when issuing an addenda. To supersede a document in the Publication Space, you must upload a new revision to the Publication Space.
Removing a Document or an Attachment
1. Click on Issue Addenda.
2. Untick the attachments or documents you wish to exclude in the new addenda.
3. Issue the addenda
Supersede an Attachment
1. Click on Issue Addenda.
2. Click Upload.
3. Select the attachments you wish to supersede.
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The new files need the same name and extension as the ones you are superseding. Please note only attachments can be superseded. Publication Space documents picked for a package cannot be superseded when issuing an addenda. To supersede a document in the Publication Space, you must upload a new revision to the Publication Space. |
4. The addenda page will show you which attachments have been superseded.
5. Issue the addenda
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The Documents tab of the package will record and reflect these changes as shown below. |
A red X will be shown against all documents that were superseded or removed.
Price Submission
Make any changes you require to the Price Submission tab.
Schedule of Rates
Make any changes you require to the Schedule of Rates tab.
Scope of Work
Make any changes you require to the Scope of Work tab.
To view what the bidder sees when you issue an addenda click here.