5. Award Packages

Owned by Damith Samarakoon
Last updated: May 17, 2024 by Rebecca David
3 min read

Configuring Text for Shortlisted Bidders

When a Bidder is Shortlisted an email can optionally be sent out to them. On this page you can configure the text for the emails that will be sent to Bidders who are shortlisted and not shortlisted.

Enable Interview Form

Once bids have been received and Bidders have been shortlisted you can conduct an Interview with these bidders. As part of this process you can request them to fill in a form. You can enable this option from here by selecting Enable and selecting the form you would like to use.

Enable Recommendation Form

Shortlisted bidders can be recommended via an internal review process. To conduct this review process you can use an RIB cx form and this can be enabled here.

Customise Who can Accept and Award Packages

You have more control over who can accept and award packages. 

Accepting and Awarding packages will now be strictly limited to the list of users/ groups/ companies/ roles listed under the Tender Package Admin group under the Tender Package config page.

Additional PDF Files in the Recommendation Form

Added configuration option to select PDF inclusions when generating a Tender Recommendation form.

These options can be found under Tender Settings - Award Packages.

The options available are.

1. Package PDF (with Questions and Answers )

2. Bidders Submission PDF (with any configured forms)

3. Bidder Submission Attachments

4. Bid evaluation PDF

5. Bid evaluation Excel

Select Contract Type (s) to be Used when Awarding Packages

You can now define which contract types are going to be used when awarding.

This setting can be found under the Award Package tab in the Tender settings page.

The selected contracts will then be shown when awarding a package.