‘Addendum to Tender’ form enables tender team to provide additional information to all the invited bidders on ITT for the selected tender package as well as change its end date and review date. Users having ‘Tender Team’ role can create this form by navigating to ‘Procurement’ tab.
Below are the steps to create an ‘Addendum’:
1. Once logged in to Asite, go to the ‘Procurement’ tab and select the project in which form is to be created.
2. Expand the ‘Tender Manager’ form group and select ‘Addendum to Tender’ form type.
3. Click on ‘+’ button available at top right.
Alternately, ‘Addendum’ form can be created directly while viewing the ‘Invitation to Tender’ form.
4. It will open the ‘Create Form’ screen as shown below:
Given below is a description of all the fields available in ‘Addendum to Tender’ form. Click on a link below to continue:
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1. Package
Description - Select from list of available values in dropdown. Only ‘Open’ tender packages will appear in this list.
2. Addendum Title
Description - Value will be auto filled based on the selected tender package.
3. Addendum Notes
Description - Enter notes for the selected addendum to tender package.
4. Change Tender end and Review Start Date?
Description - Select Yes to change the existing review date of selected tender package.
When ‘Yes’ selected, it will allow user to set a new tender end date and time as well as a new tender review date and time.
5. Change Tender Contact Person?
Description - Select Yes to change the tender contact person. When 'Yes' selected, it will allow user to see the previous contact person and accordingly select name of new contact person including email address and contact number.
6. Distribute
Description - Distribution list will be auto populated based on the selected tender package (See screenshot above). However, user can distribute to other users as well using the ‘Distribute’ option.
Click to distribute this form to other users if required.
7. Attachment
Description - Click to upload an external file if applicable.
8. Associate Docs
Description - Associate an existing project file to this form if applicable, from the same or other project based on user access.
9. Associate Forms
Description - Associate an existing project form to this form if applicable, from the same or other project based on user access.
Once the package is selected, relevant details like addendum title and distribution list will be auto populated.
Once done, click ‘Send’ to complete creating the addendum. Click ‘Save Draft’ to save the form in draft mode if required.
Users selected as recipients will be added to the distribution list and each of them will get a ‘For Information’ task.
Next Article: Respond to Query by Bidders