BIDDING TUTORIAL

GUIDE (For Vendors)

Published Date: October 12, 2015

Contents LOGIN ........................................................................................................................................................ 3

COMMUNICATION WITH BID REQUESTOR ............................................................................................... 5

CREATE BID ............................................................................................................................................. 10

ADDING AND VIEWING ATTACHMENT ................................................................................................... 17

BID WITHDRAWAL .................................................................................................................................. 20

For Any Support Issues, Contact Unifier Support @ usupport@northwell.edu or call (516) 734 3264

OR

(516) 734 3066 / 3041

LOGIN

Every Vendor selected for the bidding process receives two emails 1) An invitation email to participate in

the Bid and 2) An email with the username and password along with the link to access the Unifier to

submit bid. The main email to be used is the one with the username, password and a link to get into

unifier. As shown below

Click on the link in the email or copy and paste the link in browser url bar to get to the login page. Enter

the username and password that was sent to you (EXACTLY AS IT APPEARS)

(Note: The Link is supported by any browser EXCEPT Internet Explorer 9 or lower)

- You will be prompted to change the password you logged in with, when this happens;

- Enter you old Password, then enter and confirm you new password (Any password you desire

BUT it has to be alphanumeric character.)

COMMUNICATION WITH BID REQUESTOR In cases where the Bid Requestor sends messages to Bidders/Vendors, you can reply back to the

Requestor using unifier

- When an email is sent to you, it will look like a normal email as seen below. But note that you cannot

reply via email, you have to log into unifier before you can reply.

Log into unifier using your username and the NEW PASSWORD.

-Click on “UMail” on the left side of the page, then double click on the email that was send (It should

have the same subject as the email you got in your inbox)

-Click on “Reply” to open a different window.

-Type your reply in the text box and click on “Send”

-If not sure about Placing Bids or have any questions, you can initiate and send an email to the bid

requestor by following these steps.

Step 2: After Logging in follow the steps as shown in the figure below to create and submit your bid.

1) Click on Request for Bids/ Bids -> 2) double click on the record on the right hand side for which

you wish to place the bid->3) Create Bid to start filling the form.

First Click on the “LINKED MAIL” Link

Then Click on “NEW” to open the email window.

Within the Email window, enter the Subject, type out your question or concern in the text box and click

Send.

CREATE BID

After Logging in follow the steps as shown in the figure below to create and submit your bid.

1) Click on Request for Bids/ Bids -> 2) double click on the record on the right hand side for which

you wish to place the bid->3) Create Bid to start filling the form.

When the record is opened as shown below, click on “Create Bid”

-After clicking “Create Bid”, a different window opens up for preparing bids.

Preparing the Bid

The figure below shows what the form looks like after the bidder clicks on the “Create Bid” button. It

mainly has 2 main parts. The a) Upper form (Request for Bid) and b) Standard (the detail form). The

vendor can also add attachments using the “Add Attachment” button on the Top.

(Note: if you don’t see all the parts of the form, please close the form and try again or logout and login

again)

a) Upper form (Request for Bid):

-Enter your Company Name in the box that says “VENDOR NAME” within the Request for Bids

section as shown below.

-Fill out the “Conceptual Construction Schedule Durations” part of the Upper form section.

-Finally fill out the “Bid Cost Summary” part of the Upper Form section

The other sections give Information regarding the bidding. The RFB Due Date is the date and

time before which bidders need to submit their bid. Once this time expires the bidder won’t be

allowed to submit bids. Bid Scope defines the scope of the project, Bid package Instruction and

Vendor requirements give the bidder more information regarding this particular bid. Meeting

details provide the time and location where the kick off meeting will be held.

b) The detail form (Standard):

In the standard section, you enter the amount for the provided itemized list. To do so you

1) double click on the item, 2) then enter the bid amount against that item, 3) provide

comments and 4) then click “ok”. Complete this for all Items. (Note: you can see your total bid

amount on the upper form) SEE THE STEPS BELOW.

-Click on “Standard”

-Double click on a line Item to enter your bid

-Enter the “Amount”, “Exclusion Clarifications” and click “OK”

Do this for as many line items are in the “Standard” part of the form.

- When it has all been entered in, it should have your amount beside it as shown below. Click

Submit Send the bid for submission (If there are no attachments)

ADDING AND VIEWING ATTACHMENT

-However if you do have an attachment;

c) Adding and Viewing attachment

To View attachments sent by the NSLIJ manager follow the steps as shown on the screen below

Click on Attachment -> double click the attachment you wish to open -> Click open

To Add Attachment

Click on Add attachment -> My Computer-> browse -> select file->click open->click ok

Submit the Bid: Click the “Submit Bid” button to send your bid.

- A smaller window opens up to clarify BID Submission as shown below. Click on “YES”

- A final box to confirm bid submission would show up.

BID WITHDRAWAL You can withdraw your bid if necessary from time of bid creation to any time before the Due

RFB date.

Below are instructions on how to withdraw your bid.

AFTER LOGGING IN WITH YOUR USERNAME AND PASSWORD

(NOTE: USE THE SAME LOGIN LINK, THE SAME USERNAME, BUT THE PASSWORD WILL BE

YOUR NEW PASSWORD CREATED DURING YOUR FIRST LOGIN)

-Click on “Request for Bids” then double click on the bid record.

-Click on “Create Bid”

-Click on “Withdraw Bid”

-Click on “Yes” to confirm bid withdrawal

To Recreate Bid, See Create Bid. But note that this MUST be done within RFB due date