Posting Agency Training Resources

Project Setup Guide > Single Contract
This document provides Users with step-by-step comprehensive instructions on creating a new Single Contract project.

Project Setup Guide > MCD Multi-Contract
This guide provides Users with step-by-step comprehensive instructions on creating a new MCD (Multi-Contract) project within the PennBid platform.

Draft Review Guide > Single Contract
Step-by-step instructions to review your single contract draft project set up by a PennBid team member.

Draft Review Guide > Multiple Contract (MCD)
Step-by-step instructions to review your multiple contract (MCD) draft project set up by a PennBid team member.

 Creating Project Templates
If you frequently post similar types of projects, you can Create Project Templates to save time on the initial setup of future projects.

 Creating Project Questionnaire (Acknowledgements)
The Bidder Acknowledgements or Questionnaire is created in the Questionnaires tab for bidders to respond to your acknowledgments.

 Creating Project Bid Table (Pricing Form)
The pricing portion(s) or BidTables are created in the Requested Information/BidTables tab. One or more BidTables can be created.

Setting Up Criteria For Scoring & Evaluating Submissions
How to set up Criteria for use in scoring & evaluating bid submissions based on bidder qualifications and experience.

Setting Up Criteria For Scoring Questionnaire
How to set up Criteria for use in scoring & evaluating a Questionnaire in your project.

 Department User Permissions & Project Roles
Understanding Department Permissions universal to Users within all projects in their respective organization, and individual Project Roles.

 Answering Bidder Questions Messages > Public Q&A
The Public (Q&A) Question and Answer feature allows Department Users to answer and publicly share vendor questions and responses.

 Issuing Addenda Using Messages > Public Notices
During your project solicitation, you may need to issue an addenda for vendors/bidders. This guide walks you through the addenda process.

 Department User Permissions & Project Roles
Understanding Department Permissions universal to Users within all projects in their respective organization, and individual Project Roles.

 Releasing (Unsealing) & Displaying Bid Results > Single Contract
Once your bid has closed, use this guide to “Release” or unseal a Single-Contract bid to review and display the bid results.

 Releasing (Unsealing) & Displaying Bid Results > MCD Multi-Contract
Once your bid has closed, use this guide to “Release” or unseal a Multi-Contract (MCD) bid to review and display the bid results.

 Reviewing Bidder Criteria & Scoring Results
How department Reviewers can access, evaluate, and score bidders using established criteria to identify qualified bidders.

 Awarding Single & Multi-Contract Projects
This step-by-step guide provides instruction on how to award your project to one or more vendors/bidders for single and multi-contract projects.

 Rejecting Or Rebidding A Single Contract Project
If you need to Reject or Reject/Rebid a project follow these steps for single contract projects. If rejecting/rebidding an MCD please contact our office.

 Vendor Discussions After Bid Is Closed
Step-by-step instructions on communicating with Vendors after the bid has closed using Messages > Vendor Discussions.

 Department User Permissions & Project Roles
Understanding Department Permissions universal to Users within all projects in their respective organization, and individual Project Roles.

 DBE Notification & Final Reporting Service
When requested, the PennBid offers DBE (Disadvantaged Business Enterprises) notifications and provides a final report for any funding agency.

 Contract Management > Creating A New Contract
A guide on how to set up a new contract for a specific project in the PennBid portal. Available only to active bidding users.

 Contract Management > Managing Your Contract
Contract life-cycle management including tracking approvals, changes, reminders, and completion dates. Available only to active bidding users.

 Contract Management > FAQs
Frequently asked questions about the Contract Management module from PennBid. This module is only available to active bidding users.

 Sample of Public Advertisement (Invitation to Bid)
Sample public advertisement can be used when creating your project’s invitation to bid. Use this template to abbreviate your ad content for cost savings.

 Revisions To EJCDC Document C-200 Instructions To Bidders
This document is intended to facilitate revisions to the “Instructions to Bidders,” EJCDC Document C200, 2018 Edition.

 Revisions To AIA Document A701-2018 Instructions To Bidders
This document is intended to facilitate revisions to the “Instructions to Bidders,” AIA Document A701- 2018 Edition.

 Instructions To Bidders – PennBid Supplement
This document facilitates the inclusion of “Instructions to Bidders,” within the bidding documents for those agencies not using industry-standard documents.