Contractor Desktop Electronic Bid System Training.
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Contractor Desktop Contractor Desktop Electronic Bid Electronic Bid System System Training Training
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Transcript of Contractor Desktop Electronic Bid System Training.
Contractor DesktopContractor DesktopElectronic Bid SystemElectronic Bid System
TrainingTraining
For Contractor Desktop help:
WYDOT ‘Help Desk’: (307)777-4487 or (307)777-4214
E-mail: [email protected]
LoadingLoadingContractor’s DesktopContractor’s Desktop
ProgramProgram
Program can be installed on a Laptop or PC
using a Diskette or CD provided by
WYDOT.
Program can also be downloaded
and installed from WYDOT’s website
following step-by-step download
instructions.
To install the program from a Diskette, CD or
Website, Double-Click the
‘WYDOT Contractor
Desktop Version 1.0’ and follow these step-by-
step instructions.
12
34
5
6 7
8 9
Double-Click desktop icon to open program.
First time the program is
opened, the bidder must complete a
‘Company Profile’ .
Only has to be entered once.
Can be updated if there are changes..
Also on this window, bidders can
complete their current, ‘Status of
Work Under Contract’.
Select, ‘Add Status Record” and fill in
the applicable information.
Highlight a status record and select,
‘Delete Status Record’ when the project has been
completed.Select, ‘Print Report’ to print the status
report.
Status records are saved and can be
updated for the next bid letting.
After completing the ‘Company Profile’, bidders can load
projects and prepare bids.
LoadingLoadingProjects Projects
Click
‘File’
‘Load Project”
Use
‘From File’
To load project(s)
provided by WYDOT on diskette or
CD.
Selecting
‘From Web’
Opens your browser and
provides a list of currently advertised projects.
Click
‘Load this Project’.
For the project(s) you want to bid.
Project loads and you can
start preparing your bid.
‘Bid Status’
appears on all windows to let you know the current status
of your bid.
‘Bid Total’ and ‘Certifications’ will highlight red if they are not complete.
‘DBE Commitment’,
‘Bid Due Date’ ’ and ‘Prequal’
are FYI and do not turn red..
RequestingRequestingSubcontractorSubcontractor
QuotesQuotes
Click
‘Quote Request’.
Selectitems for quotes.
Select‘Print Quote
Request’
EnteringEnteringBid PricesBid Prices
Use
‘Bid Item Detail’
to enter bid item ‘unit prices’.
Click
on another ‘Category’ to
see the items for that category.
Enter
‘Unit Prices’
Click
‘Show Me Incomplete
Items Only’ to see items that
do not have unit prices.
When all unit prices have
been entered, the ‘Bid Total’
and ‘Categories’ turn to ‘Black’.
DocumentingDocumentingDBE/Good Faith EffortsDBE/Good Faith Efforts
Select
‘DBE Commitment /
Good Faith Efforts’.Select
1. Contact Information’ and
‘Add Contact Record’.
Select
From dropdowns,
‘DBE’, ‘Contact Method’, and
‘Contact Results’.
Enter
‘Contact Date’
If the ‘Contact Result’ is
‘Quote Rec’d’, Select from
dropdown, the quote ‘Type’, (Manufacture,
Supplier or Subcontractor).
Enter the total ‘Bid Amount’ quoted by the
DBE.
If you intend to use the quote,
check the ‘Selected’ box.
Enter a brief comment
describing what is being
Supplied, Manufactured or Subcontracted by clicking the
RED icon.
Comment box changes from
RED to BLACK indicating a
comment has been made.
After completing ‘1. Contact
Information’, select ‘2.
Commitment Report’.
‘2. Commitment Report’
documents the bidders DBE Commitment
and Good Faith Efforts.
Example
‘Commitment Report’
submitted with your bid.
ONLY the ‘Awarded
Contractor’ is required to
complete form
‘DBE-2, DBE Notification of
Intent to Sublet’ The form must be submitted to WYDOT before the Contract is
executed.
Select
‘3. Committed Items (Awarded
Contractor Only).
Selectthe committed
DBE indicated in your bid.
Selecteach item
‘Quoted’ and committed to
the DBE.
Select‘Supply Type’
from dropdown, (Manufacture,
Supplier or Subcontractor).
Enter‘Price’
committed for each item.
Total dollar amount must equal amount committed to DBE when bid was submitted.
To View and Print the ‘DBE-2’ form …Select
‘4. DBE-2 Form (Awarded
Contractor Only)
Selecting‘Print’
will print a separate
DBE-2 Form for each
committed DBE and Contractor
to sign.
Example
‘DBE-2 Form’
DocumentingDocumentingCertificationsCertifications
Click applicable responses.
Click applicable response.
Clicking ‘Yes’ opens this
section to enter additional
documentation.
Explain John Smith’s suspension or debarment.
Comment box changes
indicating an explanation has been entered.
Click applicable responses.
AcknowledgingAcknowledgingAddendumsAddendums
Select
‘Addendums’
to acknowledge
ALL
Addendums issued for the
project.Select
‘Add’
Enter
Your
‘Initials’.
Documentation is complete.
Future Enhancement
Ability to view the actual addendum document.
NOTE: You do not have to change the ‘Addendum Date’ to
the actual date of the addendum.
SubmitSubmitBidBid
‘Submit Bid’ is disabled if the
bid is not complete.
Use
‘View’ to view and print a
specific document
before creating the
bid submittal package.
If you updated your ‘Company Profile’, check
the box.
Enteryour electronic
‘Bid Bond Authorization
Code’ or ‘Cashiers Check
#’.
Proposal Guaranty must
be equal to amount
indicated.
When the ‘Bid Status’
indicates all the ‘Bid Prices’ have been
entered and the ‘Certifications’
have been acknowledged..
‘Submit Bid’is enabled.
Before clicking
‘Submit Bid’
Specify where you want to
save the bid file.Bid has to be submitted to WYDOT on a
Diskette or CD.
Clicking
‘Submit Bid’
Saves your bid to the specified diskette or CD
And
Prints the complete bid package for
your signature.
Create Create MoveMoveFileFile
Multiple people can work on different parts of the bid (DBE /Good Faith, Bid Items, Certifications, etc.) and use the ‘Move’ function to move their part(s) to a target computer used to submit the bid.
Select, ‘File’, and ‘Export, Create Move File’.
Check the ‘Move Option(s)’ you want to ‘Move’.
Specify where you want to save the move file and click ‘OK’.
To Import the ‘Move’ file using the target computer…
Select
‘File’
‘Import’
‘Import From Move File’
Select
the directory and folder
where the move file was saved.
Highlight the file and click ‘Open’
The ‘Move’ updates the specified bid
windows.
Export / ImportExport / ImportBid ItemsBid Items
Select
‘File’,
‘Export’
‘Export Bid items’
Specify where you want to save the ‘Export’ file and click ‘OK’.
Project Bid Items can be ‘Exported’ to a spreadsheet or bidding software used to calculate ‘Unit Prices’ and then ‘Imported’ back into the Contractor Desktop application.
‘Export File’ can be opened in a spreadsheet or a software application used to prepare bids.
Formulas used to calculate the ‘unit prices’ can be placed outside the last column.
After calculating the unit prices, the file can be saved and ‘Imported into the WYDOT Contractor Desktop`.
Important
Columns A – J should not be moved.
To import bid items, select
‘File’
‘Import’
‘Import Bid Items’
Select the saved spreadsheet file and click ‘Open’.
Updates:
‘Unit Prices’, ‘Extended Prices’, ‘Subtotals’, and ‘Total Bid’.
LoadingLoadingDBEDBE
DirectoryDirectory
To check for DBE updates automatically,
Select
‘Tools’
‘Settings’
Check box ‘Obtain DBE
Updates Automatically’.
Important
Do Not Change unless
instructed by WYDOT.
DBE’s can also be loaded from a Diskette or CD provided by WYDOT.
List of current DBE’s will be updated automatically.
Select
‘Tools’
‘Load DBE Directory’
DBE File.txt
Select
‘ DBE File.txt’
‘Open’
ONLINEONLINEHELPHELP
Select ‘Help’
To view online help topics.
C:\ebs\flashhelp.htm
Welcome
Welcome to the Wyoming Department of Transportation (WYDOT) Electronic Bid System – Construction Project Bidding Program. Copyright 2006 Wyoming Department of Transportation. Licensing for use of this application must be granted by the State of Wyoming.
June, 2006
Bid PreparationLoading Projects
1. Select ‘File’, and ‘Load Projects’.
2. Options:
a. If you select ‘From File’, use the diskette or CD provided by WYDOT to load the project or projects you want to bid.
b. If you select ‘From Web’ your browser will provide a list of currently advertised WYDOT projects. Click, ‘Load Project’ to load the project you want to bid.
Note: You can only load one project at a time.
ThankThankyou.you.
