Field Definitions: PC Bid Package Form
The following is a list of field descriptions for the PC Bid Package form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
Potential Project
Enter the potential project (from PC Potential Projects) for which to set up a bid package. This should be a display only field.
Bid Package
Enter a number or code to identify this bid package. Up to 20 characters allowed.
Name
Enter the name of this bid package, up to 60 characters.
Description
Use this field to enter a description of the bid package. Space allowance is virtually unlimited.
Spelling Check
Click the Spelling icon on the toolbar or select to spell check the text in this field.
Sealed Bid
Check this box if bidding on this package is sealed (i.e. kept confidential until all bids are received).
Leave this box unchecked if bidding on this package is open.
Bids Due: Date
Enter the date that bids for this bid package are due.
Bids Due: Time
Enter the time, in 24-hour format (i.e. 00:00 - 23:59), that bids for this bid package are due.
Walk-Thru: Date
Enter the date on which the pre-bid project walk-thru will occur.
Walk-Thru: Time
Enter the time, in 24-hour format (i.e. 00:00 - 23:59), that the project walk-thru will occur.
Walk-Thru: Notes
Use this field to enter any notes about the project walk-thru. Space allowance is virtually unlimited.
Primary Contact: Name
Enter the primary contact name for this bid package (i.e. the primary person to which bidders will respond to for information about this bid package). Up to 60 characters allowed.
Primary Contact: Phone
Enter the primary contact's phone number. Up to 20 characters allowed.
Primary Contact: Email
Enter the email address for the primary contact.
Secondary Contact: Name
Enter the secondary contact name for this bid package (i.e. the person to which bidders will respond to for information about this bid package when the primary contact is not available). Up to 60 characters allowed.
Secondary Contact: Phone
Enter the secondary contact's phone number. Up to 20 characters allowed.
Secondary Contact: Email
Enter the email address for the secondary contact.
Scopes: Seq
Enter a sequence number for this scopes entry, or enter N, New, or + to have the system default the next available sequence number (based on highest existing sequence numbers).
Scopes: Scope Code
Enter a scope code (from PC Scope Codes) to associate with this bid package, or leave blank if not using scope codes.
Scopes: Phase
Enter a phase to associate with this bid package. If you are using scope codes, must be a phase associated with the specified scope code (in PC Scope Codes). If you are not using scope codes or this phase is not associated with a scope code, may be any valid phase from JC Phases.
Scopes: Notes
Enter any notes regarding this scope of work. For additional space, double-click in field to open the Grid Notes form. Space is virtually unlimited.
Add a Standard Note
Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.
To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.
Spelling Check
Click the Spelling icon on the toolbar or select to spell check the text in this field.
Bid List: Vendor
Enter a vendor number or press F4 to select one from a list.
You can also add vendors to a bid list by clicking the Select Bidders button. This will open PC Select Bidders.
Bidders are created and maintained using PC Pre-Qualification Info .
Bid List: Contact Seq
Enter a valid contact for the specified vendor (as defined in PC Pre-Qualification Info, Contacts tab). This contact will be available for selection when sending the bid invitation in PC Bid Communication (accessed by clicking the Send Message button in toolbar).
Bid List: Bid Response
Select the bid response that applies to this bid contact.
W - Will Bid — Bill contact has elect to bid on this bid package.
D - Declined — Bid contact declined offer to bid.
U - Undecided — Bid contact is undecided about bidding.
N - No Response — No response has been received from this bid contact.
Bid List: Attending Walk-Thru
Check this box if this vendor/contact will be attending the project walk-thru.
Leave this box unchecked if this vendor/contact will not be attending the project walk-thru.
Notes
Use this field to enter any notes about the project bid package. Space allowance is virtually unlimited.
Add a Standard Note
Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.
To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.
