Record the response status of contractors

When contractors submit responses (if they intend to submit a bid, decline the request etc.), their response must be recorded in AVEVA Contract Risk Management. When contractors respond using the Contractor Portal, all information is collected and stored automatically.

If a contractor responds via email or post the contractor's responses and submission documents must be manually uploaded.

• The tender administrators and team members assigned to the schedule item can add/update contractors' response status after the request is dispatched until the schedule item has been completed.

• If the contractor has responded using the Contractor Portal, company users cannot add/update the contractor's response unless the contractor has used the contractor portal to submit his intention to respond but has not made his response (i.e. The response status was changed to In Progress via the Contractor Portal). This is to allow company users to upload responses on behalf of the contractor in exceptional circumstances.

To record the response status of a contractor:

1. Navigate to the home page of the tender. If necessary, click the Schedule tab.

2. Click the link for the Despatch/Tracking type schedule item.

   The Despatch and Tracking page is displayed.

3. Click the + icon to expand the Record Response Status section.

4. Click the icon assigned to the contractor whose response status you want to record/update.

   The Response Status page is displayed.

5. Enter information as required in the relevant fields.

   • Response

   • Status Change Date

6. Click Save.

   A confirmation message is displayed.

See Open contractor submissions as the Opening Authority for details of how to upload submission documents for the contractor.

Note If you wish to upload submission documents on behalf of the contractor, the Response Status must be set to Response Received before the Opening Authority has performed the opening.