10. When sending additional info after the initial invite went out and subs have sent back the bid confirmations, we do not want to send the subs that said they do not want to bid (Will Not Bid status) any further correspondence on the project. PLEASE NOTE: IF A SUB HAS NOT RESPONDED (no status in the status column) YOU WILL STILL SEND THEM THE NOTICE. The next two steps will allow you to put the sub list in the correct order so you do not include them: a. Sort the Company/Name column A to Z so they are in alpha order. b. Sort the Status column from Z to A; this will bring all of the “Will Not Bid” subs to the top. c. Uncheck the subs with a status of “Will Not Bid”. d. PLEASE NOTE: IF A SUB HAS NOT RESPONDED (no status in the status column) YOU WILL STILL SEND THEM THE NOTICE. 11. Click on the paper clip icon, Fax/Email Existing Doc (towards the right middle screen).
12. Click Ok 13. Click Yes
14. In the Subject for Email…. Type in the “name of the project” – Addendum #_ Notice 15. In the Message for Email… type in DIRECT LINK: and then paste the link to Building Connected (follow steps 18 through 20 in Adding Documents to Building Connected above or copy from the invite OR COPY FROM THE NOTICE YOU JUST CREATED). 16. Click on Send to fax/email now box (below message box). 17. Click on browse and go to the Correspondence folder for the project and click on the Addendum Notice 18. Click on Open 19. Click OK 20. It is now sending the invite. It will take a few minutes to process. DO NOT OPEN ANY WORD DOCUMENTS WHILE THIS IS PROCESSING. 21. SEND THE LINK TO B&L AND ORDER THE APPROPRIATE NUMBER OF COPIES OF THE ADDENDUM (ASK THE ESTIMATOR).
7.11 SUBCONTRACTOR BIDS
A day or two before the subcontractor due date, the subcontractors will start sending in their bids. Create a shortcut to the Subcontractor Bids folder which is located here - J:\Leopardo Projects\Project Folder\01 Estimating\1600 Subcontractor Bids. 1. Print the bid and give to the estimator for the project. 2. Save the bid in the shortcut you created for the Subcontractor Bids folder. PLEASE NOTE: If you receive a bid and a bid has already been saved in the folder for that sub, save it under the same name with the date after it (i.e. R&I 030113). 3. Go into the sub list in PT in the BID PROJECT ADDRESS BOOK, find the sub on the list and then check the box in the Bid Rec’d column. 4. If the sub is not on the sub list, you will need to add them to the list. If you cannot find them in the PT database, see 7.4 Add Subs To Viewpoint (VP) .
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