Addendum

Screenshot of Addendum

Standard Treeview path: CMiC Field > Bid Management > Addenda

During the bidding period, amendments (usually referred to as addendum) can be issued by the architects, engineers, and owners of a project. These amendments indicate changes, corrections, or clarifications to a bid package. Addendum can be linked to one or more bid packages as required.

When an addendum is issued, you should enter the details, link the addendum to the affected bid packages and then inform the bidders of the affected bid packages.

Addendum – Tab

Addendum No., Name

Enter the addendum number and name.

Received From, Contact

Enter/select the business partner and the contact from whom the addendum was received.

Date

Enter/select the date of the addendum.

Description

Enter a description of the addendum.

[Save] – Button

Press this button to save the addendum and apply any attachments and notes if necessary.

[Print] – Button

Press this button to inform all the bidders on the affected bid packages about the change or clarification. The [Print] button becomes available when the addendum is saved and it is in View mode.

Bid Package

This section is used to link the addendum to bid packages.

Addendum History – Tab

Screenshot of Addendum History tab

This tab shows a list of all communications of an addendum. The tab shows all reports that have been e-mailed or faxed from within the Addendum screen. When the report is being sent by fax, the history page will recognize it for custom fax destinations as well. Notes and document attachment changes are also tracked in the History tab.

Broadcasting Invitation to Bid from Addendum

Invitation to bid items are also broadcast from the Addendum screen. In this way, the user can send important bid addenda or bid notices (as attachments) that need to be sent during the bidding process.

The user can choose a broadcast template from the Template drop-down list, which will copy the predefined text into the Broadcast Message field. The user can then modify the text as desired.

Attachments from the Addendum, Invitation to Bid, and associated Bid Package screens will all be shown for the addendum broadcast.

Example of pop-up window launched from the [Broadcast Addendum] button

Example of pop-up window launched from the [Broadcast Addendum] button

After receiving responses with at least one decline, the box ‘Include Bidders who have previously declined the Bid’ is enabled and displayed the next time the broadcast is launched. This also shows only when there are also attachments.

Example of pop-up window launched from the [Broadcast Addendum] button with new checkbox

If the box is checked for the next broadcast, the system will distribute the broadcast email to all bidders from the associated Bid Package and Invitation To Bid screens. Otherwise, it will distribute the broadcast e-mail to the set of contacts from the associated Bid Package and Invitation To Bid screens who have either accepted or not replied to the invitation to bid or bid package.