Creating a Bid Package Addendum

This entry is part 27 of 60 in the series Focus Guide - Doc Types

There are two ways to create a Bid Package Addendum document:
–  Manually, with no automatic connection to a Bid Package.
–  From a Bid Package document with a status of Accepting bids.

To create a Bid Package Addendum from a Bid Package:

  1. From the Project Dashboard, select Vendor Bid Pkg from the Documents list, and open the Bid Package.
  2. From the Actions and Options menu, select Create Vendor Bid Pkg Addendum.
  3. In the confirmation box, click OK.
  4. When the Bid Package Addendum opens, notice that the Instructions, Design Changes, and Spec Changes fields contain the text from the Instructions, Submit To, and Changes fields from the Vendor Bid Pkg. Edit as necessary.
  5. Continue with step 5 in the following instructions.

To create a Bid Package Addendum manually:

  1. From the Project Dashboard, select Vendor Bid Pkg Addendum from the Documents list, and click Add.
  2. (optional) Change the Description.
  3. Save the document.
  4. On the Notes tab, complete Instructions, Design Changes, and Spec Changes.
  5. Add attachments if necessary. You can attach a Bid Package document.
  6. (optional) If the Bid Package Addendum will not be placed on the Plan Room Dashboard, build a route to the appropriate vendors.
  7. Save the document.
  8. When the document is ready for vendors, change the Status to Published.
  9. Either send the document on its route or Save.

 

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