Create or Edit Unsolicited Sub-quote Requests

As a subcontractor, you can create sub-quotes for items in any proposal and send it to selected contractors. You can edit an unsolicited sub-quote request provided you have not yet sent it to a contractor.

Creating an Unsolicited Sub-quote

To create an unsolicited sub-quote:

  1. On the Small Business Network tab in the subcontractor view, click create new next to the Unsolicited Sub-quote Table heading. The Bid Express SBN opens the Header Information page of the Create Unsolicited Sub-quote process.

  2. Verify the header information in the fields.

  3. Click in the Expiration field to open a calendar.  Navigate to and select the date for how long this request is valid. The quote will expire right before midnight on the selected date.

  4. Select any additional costs to be included in the quote.

  5. Enter any comments in the Comments field.

  6. When everything is entered, click save draft to remain on the Header Information page or click save and continue to go to the Select Letting page. The header information you entered displays at the top of each page for the sub-quote.

  7. On the Select Letting page, click Select this letting to choose the letting for which you are creating the sub-quote. You can click the letting date to see details about the letting. After you select the letting, the Bid Express SBN goes to the Select Proposal page.

  8. Select the proposal for which you are creating the sub-quote. The Bid Express SBN goes to the Select Work Types and Items page.

  9. On the Select Work Types and Items page, click Add Work Types to display the list of work types for the quote.

  10. Select the check box for the work types used in the sub-quote. You can use the filter to find a specific work type.  Enter the work type in the Filter Work Types field. The Bid Express Small Business Network searches the work types as you type.

  11. Once all the work types are selected, click add selected.

  12. Add items to your work type by selecting Add Items.  The Bid Express SBN opens the Add Items window.

  13. Select the check boxes of the items to add to the work type. You can use the filter to find specific items. When you are finished, click add selected.

  14. Add the price to your quote for each item. You can also change the quantities and add any comments.

  15. You can delete any work type or item that was added in error by clicking the X beside the specific work type or item.

  16. Repeat the steps for adding items for your remaining work types. All work types must have at least one item or they will not be saved. When all items have been added, click save draft or save and continue. If you click save and continue, the Bid Express SBN brings you to the Terms and Conditions page.

  17. Enter any terms or conditions regarding the sub-quote in the available space. When you are finished, click save draft or save and continue. If you click save and continue, the Bid Express SBN brings you to the Attachments page.

  18. Click Upload/Manage attachments to add any attachments to your quote.  The Bid Express SBN opens the Manage Attachment for Sub-quote Request page.

  19. If you want to add any attachments, click browse.  Navigate to and select the file in the Select Files window.  Click open.

  20. Add more files by clicking browse and selecting the file. When you are finished, click upload. When the attachments are uploaded, click done. The Bid Express service returns you to the Attachments page.  

  21. Click save and continue. The Bid Express SBN goes to the Verify SBN Unsolicited Sub-quote page.

  22. Review your quote.  If you need to make changes, click back at the bottom of the page until you reach the page that needs updating.   

Once your quote has been reviewed, you can save it or send it to vendors.

Editing the Unsolicited Sub-quote

If you have not yet notified the contractor about your sub-quote, you can make changes to it.

To edit the unsolicited sub-quote:

  1. In the subcontractor view of the SBN tab, click Edit for the unsolicited sub-quote you wish to change. If you do not see the Edit link, your sub-quote cannot be modified.

  2. Correct any incorrect information by going through the sub-quote using the save and continue button until you reach the end. There you can choose your contractors or click cancel to return to the subcontractor view.

Once your quote has been edited, you can save it or send it to vendors.

 

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