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Import your Pre-award project documents, trade tender invitations and invitees into the Post-tender phase, as a Platinum user

Find out how to import your Pre-award project documents, trade tender invitations and shortlist of invitees into the Post-tender phase ready to re-tender for new or more current pricing. You can then switch between the Post-tender and Pre-award phases.
  1. When logged into BidContender, select the project required from either:
    • Your recent tenders list on the Home tab or
    • From your All active tenders list by clicking on the Show all active tenders link on the Home tab
  1. You will default to the Tender details tab, from here click on Start the Post-tender phase 
Post-tender phase screen showing the button to commence the process.
  1. The original tender details will appear. Update any of the details if required and add the new closing date and time that you are wanting quotes to be received by, from your subcontractors and suppliers
  2. Click Save tender
High level details of the tender pre-populated from the Pre-award phase.
  1. You can identify that you are in the Post-tender phase by the blue line running underneath the main menu. The top, right of the screen will read Showing Post-tender phase
  2. To switch between phases on the corresponding screen, click on the drop down arrow to the right of this and you can then select View Pre-award phase 
Showing a blue line under the main menu bar to represent you are viewing the Post-tender phase of the project, as well as the toggle menu to switch between the two phases.
  1. The Pre-award phase is identified by an orange line running underneath the main menu. The top, right of the screen will then read Showing Pre-award phase 
  2. Click on the drop down arrow to the right of this, to revert back to the corresponding screen in the Post-tender phase
Showing a red line under the main menu bar to represent you are viewing the Pre-award phase of the project, as well as the toggle menu to switch between the two phases.
  1. To import your documents from the Pre-award phase into this Post-tender phase, click on Import Pre-award documents 
Showing the Import pre-award documents button.
  1. By default, all the documents will be selected for import as identified by the tick in the check box to the left of each document name. If certain documents are no longer required, deselect the specific documents
  2. Click Import
All Pre-award documents are all selected to be imported shown by a tick in the check box against each document name.

The selected documents have now been imported from the Pre-award phase to the Post-tender phase.

  1. If required, you can now supersede old documents or upload additional documents under the respective discipline headings, to add to the imported document set 
Imported Pre-award documents are all shown sitting in the Post-tender phase project within the Drawings and Docs tab.
  1. Click on the Tender invitations tab
  2. To import your Pre-award trade tender invitations to the Post-tender phase, click on Import Pre-award tender invitations
Showing the Import Pre-award tender invitations button.
  1. All your Pre-award trade tender invitations will appear listed. Check the box for all those that you are wanting to import into this Post-tender phase and add the closing date for each trade
  2. Click Import tender invitations
Showing all Pre-award trade tender invitations to select to import into the Post-tender phase project by clicking into the respective check boxes.
  1. Select the first trade you are wanting to import the Pre-award invitees into and to the right of that trade invitation heading, click on Import Pre-award invitees 
Showing list of all the selected trade tender invitations now sitting in the Post-tender phase project.
  1. All invitees for that trade from the Pre-award phase will be listed. Check box those that you are short listing to have imported into the Post-tender phase for re-pricing 
  2. Click Import invitees
Showing list of Pre-award invitees to be selected to be imported into the Post-tender phase.

Invitees from the pre-award phase that had expressed interest in your tender invitation from the Open tenders area, will be marked as Interested.

  1. Follow the same process for the remaining trade tender invitations, in order to select their shortlist of invitees that you’re wanting to have re-price the job
  2. To edit or send your trade tender invitations, click on the Edit or send button for the trade tender invitation in question
Showing selected invitees from the Pre-award phase now imported into the Post-tender phase of the project.

All tender invitations at this stage are not sent and can still be edited. They are saved as draft until they have been physically issued.

  1. Edit any of the Post-tender invitation details, if necessary
Post-tender phase invitation details.
  1. If you’re still not ready to send the invitation, click on Save as draft
  2. Alternatively, if you are ready to send the invitation to your selected shortlist of invitees, click on Send tender invitation
Save as draft and Send tender invitation buttons.
  1. Follow the above steps for each individual trade tender invitation, until they have all been sent
Showing sent Post-tender invitation with date and time stand. Invitations not yet sent are still marked as being in draft format.

Sent tender invitations will then be date and time stamped.

Once all trade tender invitations have been sent to their respective shortlist of contacts, you can then manage the progress of the tender in the usual fashion.

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