Maintaining Quoter Information for Proposals in a Letting

Based on the agency's policies, a bidder must submit information to the agency for all the quotes the bidder received for proposals in the bid letting. The Quoter Proposal Summary component contains a list of all the proposals for which you have received quotes from the selected quoter. To access the Quoter Proposal Summary, navigate to the Bidder/Quoter Summary, expand a bidder row, and then select Open Quoter Proposal from the Actions menu on the appropriate quoter row.

To maintain information for another quoter who submitted quotes to this bidder, click the down arrow in the Quoters field on the component subheader, and select the new quoter. The system refreshes the list to show proposals for which the bidder has received quotes from the selected quoter.

To add or change quoter information, first locate the proposal by typing criteria in the Quick Find search box or by clicking Show first 10. The system displays a list of proposals for which this bidder has received quotes. Each row displays an Action button, and current values for the following fields:

• Proposal

• Description

• Tot Quote Amt

• Used In Bid

Some agencies only require bidders to submit the proposals on which they have received quotes; other agencies require that you submit the amount quoted for each proposal item. If your transportation agency requires you to submit quoter information at the proposal item level, each row in the list expands to display a list of the proposal items quoted in subordinate rows. If you are not required to submit item-level information, the proposal rows do not expand.

To delete a proposal in the Initial phase, select Delete from the Actions menu on the proposal's row. The system shades the row gray to indicate it is marked for deletion. You can click the Undo button to cancel the deletion. Click Save when you are finished to apply your changes to the system.

Adding a Proposal

To add a proposal for which you have received quotes, perform these steps:

1. On the Quoter Proposal Summary, click the Select Proposals button.
   
   The system displays a modal window for selecting proposals in the bid letting.

2. Locate a proposal you want to select by typing criteria in the Quick Find search box or by clicking Show first 10.
   
   The system lists all the proposals that meet your search criteria.

3. Click the row for each proposal you want to add to the list.
   
   The system adds a check mark beside each proposal you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add to Quoter button.
   
   The system closes the modal window and takes you to the Quoter Proposal Summary with the new proposals added to the list.

5. Click the Save button to apply your changes to the system. If your agency requires you to submit item-level quotes, see Maintaining Item-Level Quotes.
   
   The system displays a message to confirm that your changes were saved in the database.

To sign and submit your bidder/quoter information, click the Bidder/Quoter quick link to go to the Bidder/Quoter Summary component. For more information, see Managing Bidder/Quoter Information and Signing Bidder/Quoter Information.

Maintaining Item-Level Quotes

If your agency requires you to submit quotes at the proposal item level, expand a proposal row to display the items quoted for that proposal. Each item row displays the following information:

• Proposal Line Number

• Item ID

• Description

• Supplemental Description

• Quote

• Work Code

• Work Code Source

You can add and change information in the Quote and Work Code fields.

• Note: The DBE Commitment Work Type agency option setting determines which list of work types is available.

Adding Item Quotes

To add new item quotes to a proposal, perform the following steps:

1. Choose Select Proposal Item from the Actions menu on the proposal's row.
   
   The system displays a modal window for selecting items in the proposal.

2. Locate an item you want to select by typing criteria in the Quick Find search box or by clicking Show first 10.
   
   The system lists all the items that meet your search criteria.

3. Click the row for each item you want to add to the list.
   
   The system adds a check mark beside each item you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add to Quoter Proposal button.
   
   The system closes the modal window and takes you to the Quoter Proposal Summary with the new items added to the proposal.

5. When you are finished entering quotes, click the Save button to apply your changes to the system.
   
   The system displays a message to confirm that your changes were saved in the database.

To sign and submit your bidder/quoter information, click the Bidder/Quoter quick link to go to the Bidder/Quoter Summary component. For more information, see Managing Bidder/Quoter Information and Signing Bidder/Quoter Information.