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BidCaster™ User Manual

1. Territories 03100 04000 04000 Union alitems Q Select a Group Select a Group Open Group Save as New Group Master Address Book reset page EES RTE Paes na TER TT TEE ee aie SELECT PAGE SELECT ALL UNSELECT ALL Sort listing by CSI Trade FirstName LastName Company Name Add New Contact save amp return to broadcast Pagel Sub 6 Sub 6 San Francisco California 11111 go Ulosooo Con Uoasn Mosaoo Masonry 1 Mortar 1 Masonrys 1 Stone 1 Tl weccoe Wl wn a geen Wl um me Sub 7 Sub 7 Southfield Alabama 11111 OC Ulosooo LJosio0 Uoasg Mosaoo Masonry 1 Mortar 1 Masonrys 1 Stone 1 E Ge Ge Masonry 1 Mortar 1 Clo4405 Jo4430 Floorint 1 S Sul o o4000 lo4100 loaiso Miosaoo Masonry 1 Mortart 1 Masonrys 1 Stonei TC Pe TI Iesse alin aia ees a Pagel Check All Uncheck All Only 04400 and 04440 codes are checked on selected for each Bidder Cl anyestimator comcast net E 720 222 2410 111 222 3333 MBE WBE DBE DVBE Llanyestimator comcast net 720 222 2410 111 222 3333 MBE WBE DBE DVBE Search results now display CSI Trades for each Bidder that represents such services Note also that while every CSI codes represented by each Bidder appear only those associated with the CSI search criteria are checked on This prevents Bidders from attempting to submit a bid on a trade that is non existent in plans and spe
2. Click here to Add Edit CSI Trade Response M o8210 wood Mos710 Doo Automati Cl Sub 26 anyestimator c D 720 222 2410 Broadcast Click here to Add Edit CSI Trade s Resoonse 09250 Gypsum W O Sub 27 Sub 27 anyestimator c C 720 222 2410 Broadcast Click here to Add Edit CSI Trade Resoonse 09250 Gypsum W O Sub 28 Sub 28 anyestimator c C 72 222 2410 Broadcast Click here to Add Edit CSI Trade Response M 09250 Gypsum M 09120 g Si i Se 8 Trusted ge Notice that the program automatically check boxes wherever an email address exists and not the fax number Wherever an email address does not exist the program defaults to check on to send the ITB by fax number You may override this setting by using the Select a quick Email Fax option see example below Select a quick Email Fax option a quick Email Fax option Check all Email Uncheck all EMail Check all Fax Uncheck all Fax Check all EMail amp Fax Select any one of these options to override email or fax options Once Bidders are selected you may proceed to Step 3 Use Planholders List tab to send a Broadcast BidCaster now automatically tracks and prepares a Planholders List of Bidders who have purchased or received prints for instance by a general contractor on a given project This list can be used to immediately send out an ITB broadcast This feature comes in handy especially on public secto
3. tte pts Internet explorer Add Contact Contact Information Other Important Information First Name Last Name EE Location Trade Edit Company Name Custom Codes Select an existing company name from the Address Book Address Line 1 Address Line 2 123 Any Street Territories Edit City State Amy Town California Country Zip Code K i 12345 Office Phone Ext Cell Phone Union Not Applicable EI EE A Be Notes Comments Alternative Phone Fax Email Title Company WebSite User Status Active il Ey Indicates Required Information Once required demo data is entered gt Click Save Changes at the bottom of the screen and exit You are in the Address Book screen again gt Enter Custom in the Find field gt Click Search results will now display the account for Custom Codes only ref screen below MirrorPlus hier Estimator Sierra Construction Mgt Inc log out PlanWelr Enterprise Supplies EENS Order History Import Contacts Export Contacts Send Email User Permissions Address Book gt Users Listing CI f k h t A ick here to open Zeit Ieielft DG div Search Results d Edit Contact for this account Bnd inti Nave rau al wah Ave Stats on ES aere A E Custom Codes d Custom odes 111 222 3333 none none com 12 3 2005 Click on the Full Name Custom Codes gt Click on Edit for Rating Trade BidCaster User Guide Page 3
4. BidCaster User Guide Page 39 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book The Edit Contact screen appears By Ndl ecie egiuloyss Contier Alert louer lt ylorer Edit Contact Click here Contact In Company Name Custom Codes Address Line 1 Address Line 2 123 Any Street City State Any Town California Country Zip Code USA 12345 Office Phone Ext Cell Phone 111 222 3333 Alternative Phone Fax eg Email e none none com Title Company WebSite L Indicates Required Information Minority Classification Minnritw Rucinecc Fnternrice MRF Other Important Information Primary Location Main Rating Trade Edit 0 01001 General Conditions E 0 01002 Reimbursable Expense 0 01003 Reprographer Services 0 01004 Mileage Expense Territories Edit Union Not Applicable Notes Comments User Status gt Once again Click Edit for Rating Trade The CSI screen appears and displays all custom codes entered under Assigned Trade s for selected user Byes eod Merosofe ornar S2lorer Click on the headings below to jump to that Division 4123 465 6 7 8 10 1 12 13 14 15 16 CODE DESCRIPTION l Casse Company Trades Listing 01005 Construction Organizations 01006 Professional Organizations 01007 Industry Organizations 010
5. 1 Set Ger S bel Sub 24 Sub 17 Any Town Arizona 11111 N los oo los zo M os210 M 05300 a CJ anyestimator comcast net 720 222 2410 111 222 3333 MBE WBE DBE Fed Structul Structul Steel Js Metal Dg 1 2 3 RS Once bidders are selected above gt Click Save amp return to broadcast BidCaster User Guide Page 110 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report e KS MirrorPlus Ga Chief Estimator Sierra Construction Mgt Ir log out PlanWelr errs eeng ore Service Ee Back to Project Details Broadcast History Incomplete Broadcasts Broadcast Status Report gt Add more recipients Cancel amp Return to Broadcast Status Report Send Broadcast for Selected Users Add more recipients to the current Broadcast 1 D Sub i Mlo2010 Mo2050 a2 inn Click Send Broadcast for Selected Users Rin d Mlisooo blisanp Mlisioo M 15310 O Sub 45 Sub 45 M1s000 M 15100 M15400 Mlissoo 15310 EL BR E f miT O Sub 46 Sub 46 mator c 720 22 2410 E M15000 M 15400 iisen j gl Done amp trusted sites gt Click Send Broadcast for Selected Users The additional bidders will now be added to the existing broadcast and appear inside the BSR V Print amp Export Status Report BidCaster User Guide This process allows the BSR to be sorted and printed gt Click Print amp Expo
6. Once codes are added in this fashion they will display for every Contact Bidder in your Address Book using Edit Contact BidCaster User Guide Rev 12 06 05 Page 41 of 117 PlanWell Chapter 3 Working with an Address Book BidCaster In the future open the Custom Codes user account to quickly add new custom codes using this process L Deleting an Entire Address Book Please contact your PlanWell BidCaster Provider to delete your entire Address Book End of Chapter 3 BidCaster User Guide Page 42 of 117 Rev 12 06 05 PlanWell Chapter 4 Customizing Templates BidCaster A Chapter 4 Customizing Templates Introduction BidCaster templates are very similar to merge forms used in word processing programs such as MS Word and Word Perfect The mail merge routine used in these programs takes a standard or customized form and merges in contact plus other information thereby producing individual letters for customers all through a bulk load process BidCaster uses the concept of forms called templates to accomplish the same goals Templates can be fully customized for both email and fax based broadcasts BidCaster uses templates to handle addenda information announcements memorandum etc There are obvious and subtle differences between the two primary templates which warrant discussion here Default Templates The program provides the following pre defined default template
7. manually Middle Name MIDDLENAME Last Name LASTNAME fy Company Name COMPANY Title Te Of TC Email EMAIL2ADDRESS Work Phone Select a Field Work Ph Ext Select a Field prs Title FirstName MiddleName LastName Suffix Company Department JobTitle BusinessStreet BusinessStreet Signage David Twardokus Industries Corp Sales Representative VE R For example in the following screen Work Phone is mapped to BusinessPhone using the drop down menu process displayed This mapping process is repeated until all appropriate important Select a Field data is mapped Note that Work Ph Ext is not available from the third party database so it will remain un mapped since it is relatively un important or required information to import Remember that all asterisked data fields shown are mandatory If the data doesn t exist in the third party database it must be entered before importing BidCaster User Guide Page 26 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book A tres et planyelllcom PManwWellimpont Mapping impon Merosule internet Explorer Import Step 2 of 3 File Name JDW BidList xls Content Type Excel File Size 90624 173 Record s Header Row Present ES First Name Middle Name Last Name Company Name ereirvERSARY Select the Excel WorkSheet Name to import
8. 1 Doing so will trigger an error and prevent the company associated from being successfully uploaded Caution 2 if you do not cut and paste from this screen you must first format the CSI Phase column cells within the Address Book tab to accept text numbers Numeric data must be imported into the BidCaster template as text only otherwise leading zeros will be truncated To format correctly please do the following gt Select the range of cells to format BidCaster User Guide Page 18 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book Bidce een E a R 3 T 0 NM Sete Country Zip lradeSRoting nionlype MBE Cities MBE_ State es F a od k AM Adine Bock CS Trades Z Instructions 7 NI H EO p t y w O O AO a Aal Rib gt Select Cells within Format ref the command bar at the top of the screen gt Select Text and click the button Format Cells Number alignment Font Border Patterns Protection Category Sample Genera 10400 10420 10440 Number Currency Accounting Text format cells are treated as text even when a number is in the cell The cell is displayed exactly as Percentage entered Fraction corel gt You may now enter leading zeros for all codes as required Now select the turquoise colored tab labeled Address Book Shown below is the screen that appears listing various types of data with column headers as fol
9. EE ge Drain 2 02010 Subsurface I 1 02050 Demolition 02050 Demolition 2 2 02055 Soils 1 _ 02060 Building Dem 3 Weer een Zeg E Ma EE ES Drain 2 06000 Wood And Sisi 1 gi EEN 1 06125 Wood Decking 1 06060 Wood Materia 1 E EE and Not Yet Responded S S Treated This will open the Bid Acknowledgement Message for this Bidder ref next screen BidCaster User Guide Page 103 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report BID ACKNOWLEDGMENT INFORMATION Project Name Harris Convention Hall Proceed to fill out the Bid Acknowledgment for the Bidder Company Name Any Contractor Company Contact Chief Estimator Select your response Note Select YES be Gite ONO if you wish to bid and NO if you do not Comments from Bidder trades you are invited for be Click Submit Response and Close Please select to accept or leave unselected to decline the C O Select all 01005 Construction Organizations C 01006 Professional Organizations 01018 Cost Estimating 01065 Professional Consultants Submit Response and Close Done amp Trusted sites The Yes No Bid Acknowledgment information will then display inside the BSR Bidder Comments within the BSR These are comments provided by Bidders using the Bid Acknowledgment submittal process ref example below There is nothing for the Content Provider to do but read
10. This sentence can be edited within the Project Details screen Look for the Plans Online Message POL_Message prompt P The Broadcast_Attachment Merge Tag BidCaster supports linked file attachments that show up in templates and can be downloaded and viewed This section will address using hyperlinks in email ITB broadcasts Merge Tag Description Broadcast_Attachment Provides a hyperlink to files attached in an ITB broadcast This merge tag can only be used in all templates Here are the steps to insert the merge tag gt Edit the response template for the ITB broadcast gt Position the cursor where you want the merge tag then click the Insert Merge Field pull down menu and select Broadcast_Attachment To To Contact Phone To Phone To_Company_Name Fax To_FAX To_Address1 Email o ELLA To_City To_State To_Zip Note the descriptive text before the merge tag From TFronm Contact t x Hl A e ee DE 4 1 indicating these are hyperlink file attachments Gentlemen Your firm has been invited to submit gid for the following project Please download the following Mes if applicable Broadcast_Attachments POL_ Message If you received this document only as a fax please indicate your intention to submit a bid below and fax back to enter fax number YES NO Q Viewing response template when Downloadable Files Display The partial screen below shows how hyperlinks appear in the response template
11. cal fif zdet cmx S wl dwa t dxf svf Locate your company logo We are using the US Army Corps of Engineers logo only for training purposes BC Logo sxcaster BIDCaster My Computer De name ACE Logo ai Files of type La Files C 72 v Cancel ES Cl gt Click on the file to select it gt Click Open gt Click Upload ref next screen bt etappe Yeuiiall sides Tannas Editor Merosoule narniai Seluror Select Template File Enter a new filename to save as Single Default Template el ACE Single Template help quide e GL e 3 BidCaste From_Rddress a Ol UserWorkArea 2026 ImageFiles C Documents and Settings Richard Dinsmore My Docume C overwrite if file with such name exists Max file size allowed 200KB File extensions allowed gif xbm xpm png et jpg pe jpeg tiff tif rgb g3f wd pict ppm pgm pbm ppm bmp ras pc com mil cal fif dsf cmx wi dwg dxf svf Email From_EMAIL gt Ensure the BidCaster Logo is still selected displays handles gt Locate and click to select your company logo from the list gt Click on Insert BidCaster User Guide Rev 12 06 05 Page 59 of 117 Chapter 4 Customizing Templates tte lemer element anoeta editor wMerosofe arnar lt n
12. Click here for plans and viewing availability inside PlanWell Zip Packages must first be defined Project Timezone Pacii Broadcast Settings before using APO Manage ITB Templates html editor help quide Manage Bid Packages Add a Package Edit a selected P ckage Broadcast Templates S Civil Plans GI Double AddendaNEW Default htm Vi Landscape Plans ca Structural Plans Architectural Plans Email Response Templates Fire Protection Plans AddendaNew Response Default htm Gladdl HVAC Plans E Restore Defauk Tester Eear Piare Electrical Plans Complete Plans and Specs E Auto Reminder Templates _ Default Auto Reminder htm Set As Default Template Restore Default Templates Done DN Trusted sites gt Turn on the check box to activate the option where is says Select to Include APO Assign Print Order The screen will refresh to display additional functionality Vi Optional Invitation Settings Gezl K lesrn more Forward Bid Acknowledgment to my email additional charges may apply learn more Change Broadcast Acknowledgment Type Invitation to Bid Turn on Email Response Template Default Response htm Check to Set Auto Reminder on additional charges may apply learn more e te Default Auto Reminder htm H TE Select to Include APO Assign Print Order learn more APO Assign Print Order Print Sets Summa
13. Introduction El Ml id ot D ila L i NR eee NEE Internet Options kita d Security Settings Settings Disable Enable Prompt LS Downloads EH File download Disable Enable e Font download Disable Enable Prompt Miscellaneous Access data sources across domains tanh Pie A S ie d Reset custom settings LS gt Under Privacy Tab gt click on Advanced gt check for overwrite automatic cookies and always allow session cookies First party Cookies and Third Party Cookies should be accepted as shown in the Figure 1 2 Figure 1 2 El Ml ihr il am EEN t b d Ea LEEY e e ee Ke 1 Internet Options iF Advanced Privacy Settings rou can choose how cookies are handled in the Internet mE zone This overrides automatic cookie handling Cookies Override automatic cookie handling First party Cookies Third party Cookies Accept G Accept Block C Block Prompt Prompt Always allow session cookies To override cookie handling for individual Web sites click the Edit button BidCaster User Guide Page 8 of 117 Rev 12 06 05 Chapter 1 Introduction gt Under Advanced tab gt check for Java You need to have Java to view Plans and to upload files in Planwell You can download it from http java com en download help win_auto xml download gt Popular Downloads Java VM Figure 1 3 A mir lS See a SSS ae SEN
14. The following plans will be provided to your firm upon receipt of a YES bid acknowledgment BroadCast_APO Please submit your bid based upon the following CSI phase codes Price_CSI_ Codes Click here to acknowledge that your firm will submit a qualified bid L ie a kj 3 RE CC Creating Broadcast Template Hyperlinks Each broadcast template must have a hyperlink to the corresponding response template for every ITB broadcast BidCaster User Guide Page 67 of 117 Rev 12 06 05 Chapter 4 Customizing Templates PlariWell Subsides er SSmo editor Alerte lt olorss Select Template File Enter a new filename to save as a SS E v Cd a gt A amp Arial sl Normal O BidCast From_Address From_City From_State From_Zip Phone From_Phone Fax From_FAX INVITATION TO BID NOTI Step 2 Since this is a To_Contact Phone To Phone Double Template To_Company_Name Fax To_FAX Approac h To_Address1 Email To_EMAIL To_City To_State To_Zip Click on the BRT BidCaster Response From Contact From_Phone Template icon to create From_Company_Name From_FAX a hyperlink to the i From_EMAIL Response template Gentlemen Your firm has been invited to submit a bid for the following project Click here to view additional instruction details If you received this document as a fax please indicate your intention to submit a bid below and fax back
15. b Applicable merge tags must be inserted T Copying Existing BidCaster Templates from the Old Program If you are an existing user of the previous version of BidCaster you may want to copy all of your existing templates over to the new program This is accomplished as follows Open any existing BidCaster Template in the old program Highlight text to be copied ref screen below ERN Click on the copy icon Click Close Window amp Exit Log off from the old program de kb Vv Abee Vey Broadcast iemplate Microsoitintermnerkxploren Online Editor Help Close Window amp Exit Save Template amp Exit Template Name Default Template htm Select Merge Tag ga rg g BRT in From_City From_State From_Zip Phone From_Phone Fax From_FAX rad ighlighted click RSR Se to copy To_City To_State To_Zip From From Contact From_Phone From_Company_Name From_FAX From_EMAIL If you have received this message as a fax and wish to be emailed on future broadcasts please contact Customer Support 303 485 8471 with your email address eee SSF E HTML Done Internet gt Log into the new program gt My Account gt Manage Templates BidCaster User Guide Page 51 of 117 Rev 12 06 05 Chapter 4 Customizing Templates MirrorPlus Shier estimator Sierra Construction Mgt Inc log out PlanWell Planroo
16. 101 Elecinegl cst Trades Al Tree Rahn Geer 2 d Mangrity Hi002 Reimburnable Expenses ie Conditions 1 Di DHeprecpapher Sereces Select a Group Subs d 12027005 04 00 19 ct meer aui MATAR sa Fest Name Last Name GE Add em Contact ES i Cloar Filter we u ZEIT er address Book reset maach G olote Secourt Project Akhri Planihalde Dess Desa a Ceaser Donos Denso Coma Gm H Smuul Smuda Speed A Ga g a xh a B Ll anypestimatertcomeastnet L 720 322 2410 Closes Dision Choose ies anyastimatorgicomcast net 720 472 2410 Matal Dn Paal Dni Aluminum Wood S o o iz HU GH ameli E Sub 26 Sub 26 Arw Town Georgia 11111 Losse eass De C eanas 3 Clanpestimatontcomecastinet 720 222 2410 Gailig Aiewilr Lath r GAT waa a ith 3 a Sub 27 Sub 27 Any Town Hawan 11101 0 z 0 o 0 anyestimatorticamcast net ome osme Corso Closzio oO 730 222 2410 Lath Or OO LC Iu Bub Ap Sub go Any Taym bnga LU SC D Dosso Conas Cosm Oosa C anyestimatorpeomcastnet 72 222 2410 Tail Abbai Lath kr DRYWALL a ia fa ib cub 29 Sub 29 Any T mo ase Lee Lo s G lanyestimatorticomcastinet 17202272410 Wood Figo arblu e Store Fa Flagriog ta 13 ia woo Bub 20 Su 20 any Town Iechaea LLLLI Oossso Ooss s Coasa Chossa C Olanyestimater comcast net 720 222 2410 Wood Fig Marbit i Biera Fe Flagaiag i im EH B Qh gr Gah 31 Aru Taim fee 10777 111 222 303 MBE VAN L
17. A broadcast can be directed to email addresses fax numbers or a combination of both Prior to actually doing a broadcast the following must be accomplished a Import an Address Book database into BidCaster b Uploaded company logo s files etc into BidCaster c Incorporated logo s into template files and made appropriate modifications to template files for the broadcast d Create a project for the broadcast B Keys to Easier ITB Broadcasts Before starting a new ITB broadcast the easiest approach is to Pre model Bid Lists and save as a Group name Pre model ITB Templates to be used Create the project inside BidCaster Load plans and specifications into PlanWell optional anog Once completed this expedites the broadcast by making it significantly faster and easier C Create a New ITB Project To Setup a new project gt Click on create a new ITB project MirrorPlus hue f Estimator Sierra Construction Mgt Inc log out PlanWell Enterprise M TT Repro Services Supplies Address Book My Account Order History Broadcast Billing Report Planroom gt Company Planroom C IC k h e re Click on a project to view project details E aitalafu Company Planroom Euraan a CH E EEE Find epp jo oll Fils show all projects E E create a new ITB project E view broadcasts Harris Convention Hall Harris Conv
18. Benefit This allow use of standard templates in broadcasts an O BidCaster INVITATION TO BID NOTICE To Sub 4 Phone 303 791 4534 The prog ram automatical ly Sub 4 Fax 720 222 2410 displays NA when data does not exist to populate a merge tag 123 Southfield Road Any Town Alabama 11111 From Ashish Singh Phone 510 403 2409 Ash International Fax 510 403 2479 Email ashish rrrorplus cpm Gentlemen Your firm is invited to bid on the following project If you received this document as a fax please indicaf your intention to sypmit a bid below and fax back to enter fax number YES NO Please download the following files if applicable N A Click here for plans availability inside Frida 2 PM The following plans will be provided to your firm upon receipt of a YES bid Acknowledgment N A Please submit your bid based upon the following CSI phase codes N A Click here to acknowledge that your firm will submit a qualified bid E Note Please do not delete this email until after the bid due date It will be used in the future to directly access additional plans specs and addendum that may change for this project f Insert the merge tag into the template where you wish to place the corresponding information g Merge tag information will insert wrap text within the template according to formats defined N Inserting a Merge Tag Inserting a merge tag is relatively strai
19. Check on Follow Template gt Set Template Name as StdPlanWell Template Zb et pls Dim ell lettre t impot options Werosofe Intariise exploren Import Step 1 of 3 Source file type Microsoft Excel Select file for import Column Header Present Follow Template StdPlanWell Template StdPlanWell Template Duplicate Records First Last amp Company name O Append AC BidCaster Import Template p md 3 S BidCaster Export Template q W SID 5 LI Note Click here to download a Standard PlanWell template file al gt Set Duplicate Records First Last amp Company Name to Overwrite gt Click Next gt gt BidCaster User Guide Page 21 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book bt etaepe d Glesener ell migorn oslser fils t uieore options sMerusore Intorise lt n lorsr BEKR Import Step 1 of 3 Source file type Microsoft Excel Select file for import C Documents and Settings Richard Dins Browse Column Header Present M Follow Template per Name StdPlanWell mae gt Set the Excel Worksheet Name to Import is set to Address Book The import wizard will automatically map all data to the necessary fields gt Click on Next gt gt A hap istagngetplanwelllcom Panwellimponit Mapping t impon Microsoitintemer exploren m efx Import Step 2 of 3 A File Name PLANWELL ImportExcelTemplate xls Content Type Excel File Size 19968 1 Record s Header Row Pre
20. In this example the bidder has already viewed the Broadcast template then clicked on the BRT hyperlinked sentence to view the Response template To download a file for viewing purposes the bidder simply clicks on desired filename ref screen below BidCaster User Guide Page 49 of 117 Rev 12 06 05 PlarWWell Chapter 4 Customizing Templates BidCaster Gentlemen Your firm has been invited to submit a bid for the following project The following documents will be provided upon receipt of a YES Bid Acknowledgment Please download attached Widefield MM1 6 00 do tag populates individual A INVITATION TO BID NOTICE Phone Fax Sub 2 Sub 2 1000 Any Street Any Town Alabama 11111 303 791 4534 720 222 2410 Ashish Singh Phone 324 345 3425 Ash International Fax Email ashish mirrorplus com Documents No of sets MEP Package 1 yew a Electrical Package 1 Click on individual filenames to Structural Package 1 download and view Architectuals SH Note this is how the W s if applicable Broadcast_Attachment merge Please submit a bid based upon the following CSI Trades 00010 Architect Click here to acknowledge that your firm will submit a qualified bid Note Please do not delete this email until after the bid due date It will be used in the future to directly access additional plans s Broadcast Template doc filename
21. Project Name Harris Convention Hall Bid Due Date 11 10 2005 EF Time 2 00PM E Choose Broadcast Template learn more Single Broadcast ge fault htm E Edt html aditar haln auida 4 Select the desired Broadcast template Manage file Attachments Libra Pick Trades Recipients amp Method of Delivery add recipie ve selected remove all save changes Apply changes to Master Address Book 5 Click add recipients then proceed to search and select various Bidders Z Optional Invitation Settings Change Broadcast Acknowledgment Type Invitation to Bid learn more C Turn on Email Response Template Default Response htm E Edit learn more 6 S Select desi red option S O Forward Bid Acknowledgment to my email additional charges may apply learn more and fi out req Ul red data CO Check to Set Auto Reminder on additional charges may apply learn more Select to Include APO Assign Print Order learn more 7 Click Review amp C rew amp Submit Save Gage Cancel A service of American Repro S u b m it Contact Us User Agreement Privacy Policy Library Software Log Out gi Si S amp Trusted sites e 2 Step 1 Invitation Details BidCaster User Guide Page 75 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps Bidce anes The following outlines specific tasks associated with this step a Enter BroadCast Name The program will auto
22. antes er Use to enter custom data that may be searched online D Lien info etc 53 M At HA Address Book CSI Trades Instructions IO E E Draw L ER 32 WE Ta n GE SE e D i VA Se eh zz Se ld P d e wi Ch As you see there are 3 separate spreadsheets denoted by tabs at the bottom of the spreadsheet e Address Book spreadsheet tab click on this tab to view the format for BidCaster data Actual sub supplier data will be loaded into this spreadsheet This format must be maintained and tab names must never be changed e CSI Codes spreadsheet tab click on this tab to view the regulation CSI codes and descriptions e Instructions spreadsheet tab click on this tab to view the instructions for using the import template The instructions list which fields are required by BidCaster Asa general rule if any required fields are missing that record will not be imported into BidCaster Caution Under no circumstances should header or tab information be deleted renamed or moved to a different column Data must be entered exactly as shown BidCaster User Guide Page 17 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book er gt Now select the tab labeled CSI Codes at the bottom of the screen The following screen will appear The CSI codes listed must be used before uploading your bid list into BidCaster They reflect a blend of the 1988 and 1995 official CSI phase codes with 1 680 total code
23. for Step 2 BidCaster User Guide Page 25 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book Z2bttm steen pl ememr sll iieore gt oolser t importoptions Micosoit InternetExplorer Import Step 1 of 3 Source file type Microsoft Excel Select file for import C Documents and Settings Richard Dins Column Header Present Follow Template ame te aE en click for help on template selection Duplicate Records First Last amp Company name Append Overwrite Disallow Note Click here to download a Standard PlanWell template file along with help instructions Note the program will automatically check header information and attempt to make the right mapping decision Users must correctly verify such matches and where the screen displays Select a Field Users must manually determine the correct mapping of the associated data This example is based on an old BidFax database which was exported toa spreadsheet Note whatever appropriate data cannot be mapped it must be entered manually A fires planyelllcom Manwelllimpont Mapping Impor Microso inteme Explorer Import Step 2 of 3 File Name IDW BidList xls Content Type File Size 90624 173 Record s Header Row Present Select the Excel WorkSheet Name to import Contacts Those marked Select a Destination Fields Selectappropriatemfppina Field must be mapped First Name FIRSTNAME
24. 05 Chapter 5 Broadcast Steps Bicester Here s an example of an emailed Broadcast Bid Acknowledgment Notification Favorit KTTS Broadcast Ack mail for Addenda 02 Any Contractor support pla 2 support planwell com inknown contact support planwell com Tue 9 14 AM Broadcast Ack mail for Addenda 02 Any Con To anyestimator comcast net b anyestimator comcast net Tue 8 25 AM Broadcast Bid Acknowledgment Notification t anyestimator comcast net Tue 8 25 AM E BroadCast Name Addenda O02 dee Company Name Any Contractor anyestimator comcast net Tue 8 15 AM Contact Person Chief Estimator Response Status Yes a E Poe Be vide User Comments Thanks for inviting us to bid on this project anyestimator comcast net 11 18 2005 Fs a eee d Beth a anyestimator comcast net 11 17 2005 will submit a bid based on the following CSI Codes O1005 Construction Organizations Yes 01018 Cost Estimating Yes O106 5 Professional Consultants Yes tS anyestimator comcast net 11 15 2005 re Harris Convention Hall Original Bid Set t anyestimator comcast net 11 15 2005 t anyestimator comcast net 11 15 2005 s Convent Original Bid Set d Set Auto Reminder Option This option will email an automatic reminder notice to Bidders who haven t responded to an ITB by a due date and time The process is straightforward gt Turn on the check box to activat
25. 05 100 Gj PlsnWWell Enterprise OOP End of Chapter 6 BidCaster User Guide Page 112 of 117 Rev 12 06 05 PlanWell Appendices BidCaster Appendices Appendix A Frequently Asked Questions FAQ 1 How much does BidCaster cost and who pays a It s free to invited Bidders There is no annual subscription fee b PlanWell is also a freely accessible internet store no registration is necessary c Content Providers such as General Contractors Architects and Owners typically pay all costs relating to its use Such costs are typically included in the cost per square foot of construction documents ordered Contact your nearest American Reprographics Division to obtain pricing tailored for your specific company 2 What software is required a Content Providers must use Microsoft Internet Explorer 6 0 b Files intended to be faxed require the installation of a free thin client print to fax driver called BidCaster Note contact your BidCaster PlanWell Provider first for the installation password c Note Bidders may use any browser of choice and are not limited to Explorer 6 0 d An internet account 3 What hardware is required a Acommon everyday PC Sorry Apple PCs are not compatible b We recommend a DSL or cable modem for faster viewing and flipping through plans online 4 Are Bidder Lists kept confidential a Absolutely and at all times They are never shared with any 3 party firm wit
26. APO This firm is shaky financially at this time Bid 56 234 Fj Any Contractor Click on No here They performed well for us O sus 02060 Building Dem 3 on the last project Bid No No No na 02082 Hazardous Ma 2 Sree 02146 French Drain 2 g Si https order e arc com arcEOC Ent_BCAck aspx uid de45ecda 9f5e 435c a5 19 88a99 2bcd9 5b 8 Trusted sites This opens the Manual Status Change Form where a Content Provide can gt Click on the Plans Viewed radial button BidCaster User Guide Page 105 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report Biri eeter Manual Status Change Form Click on the radial buttons Plans Viewed Plans not Viewed Cancel Ei Trusted sites gt Then click Save Close Plans Viewed will now display with a Yes O Plans Ordered details inside the BSR Plans Ordered operates very similar to Plans Viewed Both can be toggled to read Yes or No by Content Providers for the same reasons explained above gt Click on No under Plans Ordered for any specific Bidder The Manual Status Change Form opens gt Click on the Plans Ordered radial button Manual Status Change Form Click on radial buttons to toggle either way Change Plans Ordered option Plans Ordered Plans not Ordered Cancel Done Trusted sites gt Then click Save amp Close Plans Ordered will now dis
27. Address2 City State Country lavailability inside PlanWell Plans Not Online Message Click here for plans and viewing L Zip Project Timezone Pacific A service of American Reprographics Company Contact Us User Agreement Privacy Policy Library Software Log Out The screen will refresh to display Project Details along with Broadcast Settings information ref next screen A MirrorPlus ial ORe Estimator Sierra Construction Mgt Inc log out PlanWelr lt Enterprise een Repro Services My Account Order History Broadcast History Incomplete Broadcasts Planroom gt Project Details project School Project home exit Start a New Broadcast Project Details indicates required fields Project Name School Project a E zl Note Once a password is entered it will eae ee e 1b wakT not display afterwards You may still Project TimeLine Start 121 2005 D end P 1 change it later by entering a new password Remember to select Save S SES Deposit Amd Project Description 157 900 SF High School P Refund of D Bid Instructi Project Changes i Site Address1 123 Maple Drive Plans Availa Address2 City Any Town Plans Not Online Message Click here for plans and viewing Se E A availability inside PlanWell Country USA K Zip 12345
28. BidCaster EE Best Practices Tips amp Shortcuts e As a rule it s best to create edit and delete templates from the My Account screen e It s also recommended to use an existing default template rename it and save as a new template This way you build on templates which have already been created for projects e Whenever editing templates be sure to save changes when exiting e Within a table don t mix fonts or font sizes as this will cause formatting problems e Keep it simple Use few headings a normal form style and change the font color along with bolding to customize your template You ll be surprised how much can be done e For fax broadcasts make sure font sizes are large enough to be legible when printed e Be sure to add your company logo to every template e Always print your templates first before doing a live broadcast to verify length look and feel etc e Be sure to save templates when making changes e When making changes to a default template it s recommended you change the template name also e It s recommended you change the font style font size bold the text and perhaps even change the font color to make hyperlinks standout within a template End of Chapter 4 BidCaster User Guide Page 69 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps Chapter 5 Broadcast Steps A Overview Before discussing broadcast steps in detail a simple overview of the process is in order
29. H Union Not Applicable EJ Alternative Phone Fax Notes Comments Email Title Company WebSite _ User Status Active Indicates Required Information gt Click Save Changes at the bottom of the screen A confirmation message appears as follows to confirm creation of custom codes ddierocotclteeruee en lopsy The Address Book screen appears with Search Results set for Custom Codes Note that custom codes now display under Rating Trades Also notice that the Rating has been set to 0 or no rating This allows Ratings to be set individually for each Bidder Contact at a later date MirrorPlus hier Estimator Sierra Construction Mgt Inc log out PlanWelr Enterprise Planroom Repro Services Supplies RIETS CET Order History Import Contacts Export Contacts Send Email User Permissions Add Add Employee Add Contact Contact Manage Groups Groups SE Address Book gt Users Listing Click here Find a il i in First Name E lin in all Users a with Active Status only E Date Created Lei dE ie Eai Search Results TT Custom Codes amp Custom Codes 111 222 3333 none none com 0 01001 General Conditions 0 01002 Reimbursable Expenses 12 3 2005 D WE Bey rary Ot ware B Trusted sites The next step is to transfer custom codes to the Company Trades Listing gt Click on the Full Name for Custom Codes
30. L 1 g050 Demolition 2 055 Soils 1 060 Building F Subi Sub 1 EET 082 Hazardous B 2 146 French Drain 2 00010 Architect 1 02055 Soils 1 02146 French Drain 2 02159 Excavation E DN Trusted sites Not Yet Responded None No No No na None This opens the Information Update Form in which the first and last names of the contact can be edited and saved l Edit first and last names then click Ey Iiforubition Ondara rorul wlerusole Mari BAR Save amp Close Contact Name of Sub 1 Se Cl Apply changes to Master Address Book You may also elect to Apply changes to Master Address Book BidCaster User Guide Page 101 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report G Viewing CSI Trades within the BSR gt Click anywhere inside CSI Trades for a specific Bidder DTS Pri 05100 Structural N GE ________ ___ Click anywhere in the wwen a Responded NO at this time Gerry CSI Trades cell to SE ean ii ts open the Manage CSI ana 2 N Trades dialog box 05100 Structural M 1 Y 05120 Structural AHAS Ia comments Please send us a set Sub 17 26L Responded YES plans George 05520 Handrails This opens the Manage CSI Trades dialog box ref next screen where a User can view all selected CSI phase codes along with Rating information Manage CS rades for selected Broadcast Users Microso
31. OK to confirm your intention to delete MirrorPlus hier estimator Sierra Construction Mat Inc log out Planroom Repro Services Address Book My Account Order History Return to EWO Import Contacts Export Contacts Send Email User Permissions Add Employee Add Contact Manage Groups ts Step 1 Select Address Book PlanWell Enterprise Address Book gt Users Listi Users Listing Keier El Find in First Name EN in all Users E with Active Status only E Date Created i E P Delete User s ff Click here for advanced search options jbrigas browniesrepro com Step 3 Click Delete Ford Graphics amp Dilo Wiiesuriva 415 777 9346 4 U sers abric A 11 11 2005 Group El Brownies 916 443 1322 916 443 0 09720 Fabric 11 11 2005 d g MM Mercury LDO amp Miguel Gelle 702 794 4400 bric 11 11 2005 3670 Ido com OCB e 51 11 11 2005 S 5 Deess Step 2 Check box all Bidders to be So admin e E deleted 3436 2 8 9 40 a nnmn BEE J Exporting a Group or Entire Address Book BidCaster User Guide Page 34 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book i The Address Book should be backed up exported on a regular basis Your PlanWell BidCaster Provider backs up all data every 24 hours in case an emergency restore is necessary Note we cannot provide 100 r
32. Project Timezone Pacific Broadcast Settings Manage ITB Templates Manage Bid Packages html editor help quide Add a Package Edit a selected Package Broadcast Templates Double AddendaNEW Default htm Claddl Set As Default Template Restore Default Templates Email Response Templates AddendaNEw Response Default htm Add Restore Default Templates Auto Reminder Templates Default Auto Reminder htm aad BidCaster User Guide Rev 12 06 05 Page 71 of 117 Chapter 5 Broadcast Steps hh D Broadcast Settings Area Under this category are two areas a Manage ITB Templates and b Manage Bid Packages 1 Manage ITB Templates Use Manage ITB Templates to create and save required templates plus use Set As Default Template buttons to display project templates at the top of pull down menus for Broadcast Response and Auto Reminder Templates The next time you access Project Details these templates will display at the top of the pull down menus until such time as changed 2 Manage Bid Packages An alternative is to use the Manage Bid Packages option to define virtual packages for example when plans are not yet ready for posting to PlanWell by the design team This feature is typically used in conjunction with our unique and powerful new Assign Print Order feature which we will address in Chapter 5 Broadcast Steps in detail The purpose is to allow a general contractor t
33. S 2 09200 Lath amp Plast 2 09210 DRYWALL 1 09250 Gypsum Wallb 2 09900 Painting 2 09920 Interior Pai 2 None None None None None None gt Not Yet Responded None No No No na a Not Yet Responded None No No No Not Yet Responded None No E E Not Yet Responded None No No No APO Order EN D None No E E Not Yet Responded None No No No APO Order The Assign Print Order Details screen below gt Click on any APO Order APO Assign Print Order Details for Sub 25 Sub 25 Recipient Information Company Name Sub 25 Recipient Name Sub 25 Address 250 Any Street City Any Town State Florida Zip 11111 USA Phone 111 222 3333 Fax 720 222 2410 Automatic APO Assign Print Order d ser appears tailored for the specific Bidder ref example 1 Complete Plans and Specs 0 Delivery Instructions Delivery Method Messenger Delivery amp Shipping Instructions PAID BY GC IMPORTANT NOTE PLANS ARE CURRENTLY NOT AVAILABLE FOR 1 Bond White Acco 30X42 Note This message appears when APOs are placed based upon virtual packages only THIS PROJECT TO PLACE THIS ORDER PLEASE CONTACT THE REPROGRAPHER REGARDING AVAILABILITY OF PLANS SI Done BidCaster User Guide Rev 12 06 05 B Trusted sites Page 107 of 117 Chapter 6 Broadcast Status Report Q Resend Emails inside the BSR Although emails are very reliab
34. Select Broadcast Attachments Note Select to add or unselect to remove attachments Step 2 Check all boxes associated with files that will be attached to the emailed ITB broadcast Step 3 Save and Close Step 1 Click to browse and upload email file attachments Once uploaded files appear above Manage EMail Attachments OBid Instructions doc lick here to Manage file Attachments Libra Cc D SUEN E Faxed files also follow an identical process to select upload and save for an ITB broadcast see below Step 2 Check all boxes associated with files that will be faxed with the ITB broadcast Step 3 Save and Close Step 1 Click to browse and upload file attachments Once A anaes Broadcast Attract ments Mienie op U Select Broadcast ANa hmin fo remove attechm Manage Fax Attachments DOBid Instructions doc uploaded files appear above Once complete gt Click Save And Close BidCaster User Guide Page 77 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps Bidce r gt Invitation Details Successfully loaded files appear in Email and Fax Broadcast Name Original Bid Set Email Attachments Fax Attachments Broadcast Template doc Broadcast Template doc dialog box listings Manage file Attachments Libra d From Information Checking select to show details will un collapse detail information all of which is
35. Uncheck All ave change broadcast ee ee ee Page 1 21 3 1 41 5 1 AES _ Conti t Name Citv SEX EE SSS E i CAPE _ DN D i 8 la J 1 Y v Si 2 y sul Lab Aw ton ome York 11111 Cant SR Ss Search by filters shown Once lp2or0 Lloz0s0 M o20ss Lloz060 S Canyestimator comcast net 117 y Su surfn Demolitn Soils 1 Buildinn all filters are entered click on 1 2 3 Subl 2 Sub 2 Any Town Alabama 11111 Execute Search The screen poo10 lozoss Llozias losse gt anyestimator comcast net 172 will refresh to display results Architect 1 Soils 1 Seni S mme Pag E th rough Search Resu Its by 720 222 2410 111 222 3333 MBE WBE DBE Fed 8a DVBE clicking on displayed page numbers _ 720 222 2410 111 222 3333 MBE WBE DBE Fed 8a DVBE b Using Find Company Name First Name Last Name Phone City Zip Notes Area Code Email Fax State Name Note multiple filters may be selected individually before clicking on Execute Search gt Enter Find criteria gt Use pull down menus to select desired filter Only one filter is selectable gt Once complete Click on Company Name Company Name First Name BidCaster User Guide Page 80 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps c Search using CSI Trades The pull down menu shown below lists all major trade divisions that exist inside your Address Book Note in this example there are no CSI division 16 E
36. a Crystal Reports file gt Click on print icon to print the report By iitros ordser sare erter Explorer Ee onsen Ne tb si Miz area 00010 lad 02010 02050 PlanWell Sunday December 04 2005 11 15 44PM Pacific Tim 02055 BroadCast Status Report 02060 SE 02082 BroadCast Project Information 02146 02159 Mnpan Name Sierra Construction Mgt Inc Project Number MPTO_Harris Convention Hall Walk Through A BroadCast Name Addenda 1 Project Name Harris Convention Hall Bid Due Date 12 4 2005 12 00 00AM 02200 BroadNgst Date 12 4 2005 2 51 36PM Project Address Deposit Amount 02220 02310 02312 Company Nan Recipient Name Work Phone Resp Response Email Status Fax Status Eid Bid Notes Email AL Refund Amount 02315 03100 Sub 2 h 222 Na i 03110 i Click on the printer icon to process 03120 AE linens printing tasks 03300 CSI 02010 Subsurface Investigation 03370 Sub 1 Sub 1 111 222 3333 NA 03550 04000 Sub 13 Sub 13 111 222 3333 NA anyestimator c 720 222 2410 NA 04100 NONE 04150 04400 Sub 14 Sub 14 111 222 3333 NA anyestimator c 720 222 2410 NA i omcast net H0440 Sent 04430 04440 Sub 15 Sub 15 04460 Clicking on any CSI code will display Geen BSR information for those Bidders 04475 04500 04700 04710 Sub 13 111 222 3333 NA anyestimator c 720 222 2410 NA 04720 tg NONE 04730 04820 CSI 00010 lt Architect Sub 1
37. be moved or renamed 2 Please do not rename Address Book and Instruction worksheets ref worksheet tabs at the bottom of spreadsheet 3 For a complete listing of CSI codes and associated descriptions click onthe CSI Codes worksheet located at the bottom of this spreadsheet You may wish to print this list as a reference before preparing your specific Address Book 4 All CSI Phase Codes keyed into the Bidders List must adhere to the official CSI Code table Missing or invalid CSI Codes will be converted to the nearest major CSI Division example 17032 converts to 17000 once uploaded 5 Custom CSI codes may be defined online using the Add Contact process Note custom codes cannot be imported using the Planwell Import Template 6 Information entered must not contain any formulas or special formatting Tip Copy and select Values under Paste Special to paste values into the template before uploading This will correctly format your data 7 Tip Avoid using the letter O for the number zero 0 8 An initial zero 0 is not necessary to enter for CSI numbers for Div 1 9 BidCaster will add these automatically once uploaded N ote y re q u i re d d ata i S highlighted in red 9 The following is a list of field names that will appear under the Address Book Tab located at the bottom of this spreadsheet 10 BidCaster will automatically add the official CSI Description once CSI numbers are uploaded 11 Information entered in t
38. either Broadcast or templates gt Sort by filters shown i e CSI Trade Company Name etc gt Check box to Remove selected Bidders or Remove All gt Once ready click Launch Broadcast The broadcast is now officially launched Siler Estimator Sierra Construction Mgt Inc log out PlanWelr Enterprise enen kepro Services Order History Planroom gt Harris Convention Hall Lau nch ae broadcast retn to project home BroadCast Details B road cast Launch Broadcast a Broadcast Date 12 04 2005 01 59 PM Pacific Broadcast Name Original Bid Set Preview Broadcast or Email From Response templates Total Emails 94 Total Faxes Broadcast Response E Sub 1 Sub 1 02010 Subsurface I 1 anypsatimator co A 02050 Demolition 2 Si Sort by 02055 Soils 1 E filters shown Broadcast Response 06000 Wood And Pla 1 Ei 06060 Wood Materia 1 TT Sub 10 Sub 1 a 06090 Wood and Pla 1 Ei o 720 222 2410 Broadcast Response TT Sub 11 Sub 11 0 Wood And Pla Se lect Bidde rs Broadcast Response to be CT Sub 24 Sub 17 05100 Structural M 1 E anyestimator comcas i moved i aE 05120 Structural S 2 the n cl ick 05210 Steel Joists 3 E Sub 2 Sub 2 00010 Architect 1 A 02055 Soils 1 02146 French Drain 2 E O Sub 25 Sub 25 08000 Metal Doors 2 E i mat
39. gt Click on add new recipients BidCaster User Guide Page 109 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report MirrorPlus PlanWell iso Click on add new recipients Pc Incomplete Broadcasts Broadcast Status Report gt Add more recjgfents badcast for Selected Users eff ove Selected Save Changes Cl chk unchk all Email C chk unchk all Fax L chk unchk all Email amp Fax B Trusted sites The standard Step 2 add recipient search engine screen appears Proceed to add bidders as required using this process as described under Chapter 4 Working with an Address Book ref next screen e iros Mordan sare couireeOe ee Kenjo jram pers Merusufe litoriise aeulores Find search in Company Name CSI Trades All Trade Rating Territories all items a 00010 Architect 00130 Electrical 01001 General Conditions 01002 Reimbursable Expenses 01003 Reprographer Services all items Clear Filter Select a Group L Select a Group K Save as New Group Check All Uncheck All Sub 1 Sub 1 Any Town New York 11111 Moz010 Mloz0s0 BH oaoss Biesen Clanyestimator comcast net 720 222 2410 111 222 3333 MBE WBE DBE Fed eg eg Soils 1 a inn Sub 2 Sub 2 Any Town Alabama 11111 Kanz Mozoss Mozsss Reuss G C anyestimator comcast net 1720 222 2410 111 222 3333 MBE WBE DBE Fed S5 va
40. import Column Header Present Microsoft Excel Follow Template _ Next gt gt Fils Download Do you want to open or save this file Gi Name PLANWELL ImportExcelTemplate xls Sd Type Microsoft Excel Worksheet 21 0 KB From staging2 planwell com V Always ask before opening this type of file While files from the Intemet can be useful some files can potentially harm your computer If you do not trust the source do not open or save this file What s the risk gt Save the file to your hard drive D Manually Preparing an Address Book using PlanWell Import Template Open the PlanWell Import Template vie file and note the following BG E EES CEET ES DEE a SA RE DER Title Email Work Phone Work Ph Ext Evening Phone Cell Phone Pac Fax E A C ST e zea e There are three colored tabs located at the bottom of the screen Click on the yellow colored Instructions tab to read or print out the instructions as shown below Required fields are indicated in red Please follow these instructions to enter and format data before importing BidCaster User Guide Page 16 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book Instructions for Preparing an Address Book for Import ke encourage gcu te carefully follow these instructions Adherance yil greats enhance a successful import of Address Book data El 1 Column headers within the Address Book worksheet must not
41. net 720 222 2410 757 838 4211 3 3 3 3 Silio z TETU Ty PIE JI D LUG E LIOYU ramia Beach IT OU RPE 09310 Ceramice 09330 Quarry e 09615 Marble g 09620 Specialg anyestimator comcast net 720 222 2410 757 463 5700 4 4 4 4 Tile amp Terrazzo Inc Marvin Spring Suffolk Virginia 23434 09310 Ceramice 09330 Quarry e 09400 Terrazzo 09615 Marble g 2 4 4 4 anyestimator comcast net 720 222 2410 757 923 9100 4 09625 Slate Fg 4 ins I iors Jesse Moor ini irginia 23462 69846 See anyestimator comcast net 720 222 2410 757 473 9793 Ellis Flooring Lloyd Jenkins Unknown 09310 Ceramice 09330 Quarry e 09660 Resilieg 09680 Carpeting anyestimator comcast net 720 222 2410 757 461 0595 4 4 4 4 Pagel gt Proceed to check box all Bidders you wish to add to the Group name Once Bidders are selected gt Enter a Group name ref next screen We have entered Commercial Project for purposes of the tutorial gt Click on Save as New Group Viitros ordsr sare E ED MET jMerusufe SSE lt ulursr mio Find search in Company Name E Enter Group CSI Trades 09 FINISHES p Trade Rating Territories _ name here mem a Al all items el 1 00130 Electrical 2 g 01005 Construction Organizations 01018 Cost Estimating Minority 01065 Professional Consultants A See mem 01410 INSPECTIONS g MBE a alftems E WBE
42. that Division 123 4 5 6 7 EK 10 11 12 13 14 15 16 123 4 6 6 7 8 10 11 12 13 14 15 16 CODE DESCRIPTION CODE DESCRIPTION Company Trades Listing 00010 Architect al E 0 01001 General Conditions 00030 Dqsigner NF 0 16056 Testing Trade 01000 Gdneral Requirements 01005 Cofstruction Organizations 01006 Pr fessional Organizations 01007 Indpstry Organizations 01008 Government Agencies Click here to add Subm custom codes Note ref custom code Add a New Trade Code Description 00030 Designer DSS eer oe Custom code 01001 1 EN General Conditions R Note Adding a new trade will numbers need also update amp add to your company s master trade listing not adhere to a CSI format S Internet The new custom trade will appear under the Assigned Trade s for selected user gt Repeat this process for each custom code to be added HipHistagingezplanyellicom GS Godes Micosoidntermnmerkzpioen f ex Click on the headings below to jump to that Division Click on the headings below to jump to that Division N ew cod e S WI 2 3 4 68 6 7 8 8 10 14 12 13 14 15 16 4123 4 A 6 TS 8 10 11 12 13 4 18 16 display in the CODE DESCRIPTION CODE DESCRIPTION Care order added Company Trades Listing 00010 Architect Ei Im 01001 General Conditions 00030 Designer 0 16056 Testing Trade 01000 General Requirements 1 01002 Reprographer S
43. to enter fax number YES NO Note Please do not delete this email unti the bid due date It will be used in the future to directly access additional plans specs and addendum that hange and digitally view them free of charge Step 1 Place blinking cursor where the linked sentence will be inserted Design Professional Enter Design Firm Name complete with embedded link Drainct Addrace Derainct Addracel E KE LE AS SZ A Sg se In 21 Project Name Project_Name Project Owner Enter Project Owner Name When Bidders click on this link they access the response message template If this links doesn t work for any reason or was inadvertently deleted here are the steps for re creating the link DD Steps to Creating the BidCaster Response Template BRT Hyperlink gt Place blinking cursor where the linked sentence will automatically be inserted complete with embedded link gt Click the BRT link icon on the toolbar wes The sentence Click here to view additional instruction details now appears as a link Remember The only purpose of a BRT link is to link a Broadcast template to a Response template therefore it applies only when using a Double Template approach Conversely the BRT link is never used with a Single Template Approach since it doesn t have to link toa Response template BidCaster User Guide Page 68 of 117 Rev 12 06 05 zi PlanWell Chapter 4 Customizing Templates
44. we suggest using the single template approach b If you make numerous typing errors we suggest using the double template approach c If you are concern about limiting the number of fax pages sent use the double template approach If not then use the single template approach BidCaster User Guide Page 45 of 117 Rev 12 06 05 SR Harel Chapter 4 Customizing Templates BidCaster d If you are concerned about confusing recipient Bidders use the single template approach To date Bidder feedback indicates that confusion is minimal overall but can vary depending upon individual Subs and Suppliers e Ifa majority of your Bidders have email then the double template approach becomes viable If not then the single template approach is the best J Merge Tags Merge Fields The power of BidCaster templates comes from using merge tags and hyperlinks effectively Merge tags are basically place holders for specific information in the template Merge tags are used to insert information such as e General Contractor Content Provider information e company name contact name address phone fax email address e Bidder information e company name contact name address phone fax email address e Project specific information i e bid due date project walk through date project address bid instructions e Additional information i e current date time additional personal messages amp hyperlinks K Identifying Merg
45. will be placed as per your print settings below for any bidder below who acknowledges with a Yes to your broadcast Sub 17 Sub 24 lo gt Select Delivery Method Ce enter delivery instructions e wg Sub 25 Sub 25 o gt Select Delivery Method Die enter delivery instructions ee H Sub 26 Sub 26 o p d 0 Select Delivery Method Ew enter delivery instructions Le K Sub 27 Sub 27 o gt Select Delivery Method iw enter delivery instructions e we Sub 28 Sub 28 o D 0 gt Select Delivery Method Bw enter delivery instructions e w Sub 35 Sub 35 o p Select Delivery Method Gv enter delivery instructions w Sub 36 Sub 36 SE 0 Select Delivery Method Lie enter delivery instructions v Sub 37 Sub 37 Select Delivery Method Ow enter delivery instructions e Sub 38 Sub 38 Select Delivery Method Le enter delivery instructions we o gt o gt v 0 gt _ Sub 39 Sub 39 Set See 0 Select Delivery Method E enter delivery instructions e lo gt 0 gt v 0 v o gt v 0 v lo gt Sub 14 Sub 14 Select Delivery Method ow enter delivery instructions Le Sub 15 Sub 15 Select Delivery Method Cie enter delivery instructions e Sub 16 Sub 16 Select Delivery Method Ce enter delivery instructions Sub 18 Sub 17 Select Delivery Method enter delivery instruction
46. x Normal d j A lt gt Verdana WOU BidCaster From_ Address From_ City From State From_ Zip ce Click to toggle on off Table jae _ Phone Erem Phone Fax From_ FAX INVITATION TO BID NOTICE Borders here ei To_ Contact Phone Dro Phone Pro Company_Name BETEN Fax l To_ FAX ma To Address1 SEENEN Email ro EMA l To_City To_State To_Zip i From_ Phone From_ Contact From_ Company_Name Fax From_ FAX il prom EMAL Gentlemen Your firm has been invited to submit a bid for the following project a gege Tables can be used to center information on the screen arrange data in columns with very specific formatting requirements and control how text wraps Tables can also be nested within tables for even greater control The next sections will cover editing BidCaster templates in great detail Content Providers can chose to use the default BidCaster templates or generate their own templates with or without tables for that matter AA Changing Font Colors gt Tochange the color of text in the template first highlight the text to be changed then click the Change Font Color icon The following color palette will be displayed zI JA Select Template File Enter a new filename to save as eeng From_Address From_City From_State From_Zip Kuebe Phone From_Phone Fax Fro
47. 08 Government Agencies 01009 Regulatory Groups 01010 Summary Of Work 01015 Design Support Services 01016 Computer Aided Design amp Drafting 01017 Models Renderings amp Photography 01018 Cost Estimating 01019 Manufacturers Support Services 01020 Allowances 01030 Special Project Procedures 01040 Coordination 01050 Field Engineering CODE Click on the headings below to jump to that Division 2S 4 8 en Gei Ger 10 11 12 13 14 18 16 DESCRIPTION Quick Search Assigned Trade s for selected user 1 01000 General Requirements 1 0 01001 General Conditions 1 0 01002 Reimbursable Expenses 1 0 01003 Reprographer Services 1 0 01004 Mileage Expense 1 0 01011 Trash Expense 1 0 01012 Temporary Fencing 1 0 01013 Temporary Power 1 0 01014 Builders Risk Insurance 1 0 01021 Bond Cost Add a New Trade Code amp Description CODE Rating DESCRIPTION Add New Edit Trade Mileage Expense Note Adding a new trade will also update amp add to your company s master trade listing gt Proceed to highlight new custom codes to be moved to the Company Trades Listing BidCaster User Guide Rev 12 06 05 Page 40 of 117 Chapter 3 Working with an Address Book Allee Merosore lnitsrnse amp eulorss Click on the headings below to jump to that Division 41 CODE DESCRIPTION Company Trades Listing 01005 Constructi
48. 210 REINFORL 3 K 03010 Concrets 4 DI 03010 Concrets 4 K wo orf K 03010 Concrets 4 Commercial Ready Mix Inc Grayson Bradshaw Cofield North Carolina 27922 anyestimator comcast net 720 222 2410 Ameristeel David Hardin Raleigh North Carolina 27610 TCS Materials Inc Robert Ashburner Newport News Virginia 23616 Tarmac John Connelly Norfolk Virginia 23544 Hall Hodaes Co Joseph Reynolds Norfolk Virginia 23504 e X 2 00130 Electril 4 O03210 REINFORL 4 08100 Metal Ds 4 08200 Wood Ans 4 AAAI EE LOC eee eee 252 358 1111 anyestimator comcast net 919 833 2222 919 833 1111 anyestimator comcast net 720 222 2410 757 591 1111 anyestimator comcast net 720 222 2410 757 533 1234 irqini anyestimator comcast net 720 222 2410 757 627 1111 Commercial Ready Mix Inc Grayson Bradshaw Cofield North Carolina K 27922 03010 Concrets 1 K gt Matelas A DN 03010 Concrets 1 Deleting Groups anyestimator comcast net 252 358 2222 252 358 1111 anyestimator comcast net 757 591 2222 757 591 111 Here are the steps to delete a Group name ref next screen gt Go to Address Book gt Group Listing tab gt Check box those Groups which are to be deleted BidCaster User Guide Rev 12 06 05 Page 33 of 117 Chapter 3 Working with an Address Book gt Click Delete Group s MirrorPlus hier Estimator Sierra Construction Mgt Inc log ou
49. 6 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book A Nsdledie employee contact Microsoft Interner culorer BAR E Edit Contact Contact Information Other Important Information CI iC k on Ed it 8 Last Name Primary Location Custom d Codes Main Office Company Name Rating Track Edit Custom Codes Address Line 1 Address Line 2 123 Any Street l i d City State Territories Edit Any Town l California f Country _ Zip Code USA 12345 Office Phone Ext Cell Phone i 111 222 3333 Union Not Applicable Alternative Phone _ Fax Notes Comments Email none none com Title Company WebSite z User Status Active RI Indicates Required Information The CSI Codes screen will appear ref next screen es Codes Merosure Intsrise Ster Click on the headings below to jump to that Division Click on the headings below to jump to that Division 7 ES A AA amp 8 8 40 1h 12 13 14 15 16 123 465 6 7 8 10 11 12 13 14 15 16 CODE DESCRIPTION CODE _ DESCRIPTION L L_ Quick Search Company Trades Listing Assigned Trade s for selected user 01000 General Requirements 01005 Construction Organizations i DEN 01006 Professional Organizations 11 01007 Industry Organizations 01008 Government Agencies 01009 R
50. 8 Sub 17 US Postal Service Fed Ex 12345678 Sub 19 Sub 18 Si eg eg Delivery Truck Ww Fed Ex 12345678 1 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes d TI Ww Yes a Yes lt 4 Sek B Trusted sites gt Click on Save Step 3 Changes Orders will now be placed when individual Bidders submit a Yes bid acknowledgment F Launch Broadcast Once Step 3 is completed proceed to gt Click Review amp Submit YW Optional Invitation Settings Cl ick Change Broadcast Acknowledgment Troe Tavthaten to Bod Ellan morg Revi ew amp S u b m it O Turn on Email Response Template Defaut Responsg him EE ber omorau F Forward Bid Acknowledgment to my email additional charges may apply bar more F Check to Set Auto Reminder on additional charges may apply leam morm Reminder Date E Time 12 00 4m Ki Auto Reminder Template Defaut auto Reminserntm Ka O Select to Indude APO Assign Print Order learn mone Review amp Submit save changes J tance ra amp Q matisa BidCaster User Guide Page 92 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps The Broadcast Details screen appears and provides a final review of all data before launching the broadcast You may gt Preview Templates by clicking on
51. Ad O be PD F D Calvary Electrical Conatrectice Ce Tuil Boxetim r tameii nei Eagle Ele rt Tari GI near aiser camden Kinra lerma mimeing AMEMA eat Te od joha E Mell Glectricel Csssractsr Enc ica enypeasimagongeosmc anne Enceeeaag Electrical Tachnolsgian Mike petit emei pes 11 18 2003 6 1LE S7AM Chute Bay Canmarmien Enmimminp RAYEM r Oe LOS Ges ae Thampran p Grodieg Ca Ier lark any Renee oat LUIR2GO8 by pF AM Deier Catemppnarg Divid UE TE LAO2G03 dirmi aa Esseg Dei gzeber 4 FOL EPA PST 1 WEEN 4 eaa ee End of Chapter 5 BidCaster User Guide Page 95 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report Chapter 6 Broadcast Status Report A Completed Broadcast Summary Screen After completing an Invitation to Bid ITB broadcast the Broadcast History screen will display all Broadcast Status Reports BSRs for a particular project To view go to gt Company Planroom gt Broadcast History gt Completed Broadcast Summary N MirrorPlus ehief Estimator Sierra Construction Mgt Inc log out PlanWell lt awe Supplies My Account Order History Enterprise ET Repro Services Project Details Start a Broad ast Broadcast History Plan olders Proj Settings Reports Proj Add Book Ee Notification FAQ Manage Packages project Harris Convention Hall exit Start My Order Quick Package Order Digital Download Download Planroom gt Company Planroom
52. American Road Markings Records Updated Overwritten David Stickney ARC Records Updated Overwritten Chuck Davey Argo ICC Records Updated Overwritten Miles Ingram Argo ICC Records Updated Overwritten Jim Disher Argo ICC Records Updated Overwritten Pe es ma Tommy 757 466 A CET Excel Paving ra dinsmore comcast net 1855 Chris 416 749 Murphy Argo ICC ra dinsmore comcast net 4818 David Dozier ra dinsmore comcast net EE Dozier Enterprises i j 7910 Easy Clean up 757 424 Pi Checaneaka s 9052267 2026 9052268 2026 Toronta g 9052269 2026 Chesapeake QNSII7N INPA 1 Eaenn ra dinemnre rcameract net Note some records are overwritten in order to prevent duplicates within the database In this example of the 148 records imported only 15 were new records added to the Address Book The remainder are those which over wrote existing records 3 Import using a BidCaster Import Template This process is reserved for existing BidCaster users who wish to migrate their existing Address Book data which was modeled using the old BidCaster Import Template The process is identical to that for a BidCaster Export Template with the exception that Follow Template is set to BidCaster Import Template ref screen below BidCaster User Guide Page 24 of 117 Rev 12 06 05 PlanWell Chapter 3 Working with an Address Book BidCaster 4 jitiesSrsines oliuiislbeou ManwWellimpont oslser fis impot options Mi
53. Ane po Abo enon dab From Contact first name last name From Company Mame company name From Address address From City City From State State From ip IP From Phone Phone Fron Fass Fax rom EMAIL 1 email address Proci infection niente cong Dram goot Troci Zeta Project Mame project name specied Project Number project number specited Project Description project description pecited Project Address project full address line 1 line 2 city state zip Project Address project address line 1 Project Address2 project address line 2 Project City project City Project State project State Project pl project ip Project StartDate project Start Date Project EndD ate project End Date BroadCast_ Name broadcast name specified Broadcast APO Assign Plan Sets Broadcast Attachments Email File Attachments Project 7 ime_ one project time zone Project Bd Due Date walk through date Project Walk Through Date Project walk Through Date Project ASYP DateTime Project ASP DateTime Project Deposit Amount Project Deposit_Amount Project Deposit Retunded Project_Deposit_Retunded Project Addenda_lssued yes or no was addenda issued Project WebSite project web site Project Email Address project email address Bid_Inatructions Bid any instructions defined 4 fal Done Gi Trusted sites The next task i
54. BE Ga Not Yet Responded Add Edit CSI Lst MBE WBE DBE DVBE Trades Add Edit CSI Sen na MBE WBE DBE DVBE No Trades e Add Edit Rea Responded na MBE WBE DBE DVBE a AA Zr Art SI EN Trusted sites The Broadcast Status Report BSR has many features including Anew Customize this page feature which allows custom display of different data fields View email or fax status information Ability to sort BSR information by Company Name Contact Name CSI Code or description Ability to view verify broadcast and response template sent to each Bidder Ability to view Bidder Comments which are submitted by Bidders via the Bid Acknowledgment message s Ability to filter by Show only Yes responses Show only No responses Show only Pending Replies Show Yes amp Pending responses Ability to see if when someone has opened their email and accessed BidCaster Ability to see if when someone has viewed plans online from PlanWell Ability to manually set the Plans Viewed status Ability to see if when someone has ordered plans online from PlanWell Ability to manually set the Plans Ordered status Ability to save Filter results to a Group name Ability to Add recipient bidders to Broadcast BidCaster User Guide Page 97 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report B Customize this page This feature allows certain data fields to be turn
55. BidCaster BidCaster User Guide Page 54 of 117 Rev 12 06 05 Chapter 4 Customizing Templates PE Show Hide Border Shows or hides borders around tables in the content area Tie fi vont E ee RR eC eC a ES EC RS ER EE EECHER a Cc EC a a RECETTE RECH a REES WE E H EE RER e RENE RE RER EEEEEEE RR CO a a O eene aO RENE RENE EC EE A Flash Manager button Inserts a Flash animation and lets you set its properties iv Done B trusted sites BidCaster User Guide Page 55 of 117 Rev 12 06 05 zi PlanWell Chapter 4 Customizing Templates BidCaster BidCaster maintains a list of standard merge tags which are used to insert test directly into the document A yvanety of different merge tags are available which allow you to specity how and what information will be displayed in the final Ras or email document Menge Tags can be inserted anywhere in the documents typically tables paragraphs even hyperlinks Note Menge tags can also be inserted multiple times within the same document Ange Jaf Dafa Zermatt commen Ae eo bider dof To Contact the contact name To Company Memel the company name To Address the Address To City the city name To State the State To_ip the ZIF To Phone the Phone To_FAs The FAs To EMAIL Email address A ONLINE HTML EDITOR HELP GUIDE Select Menge Tag Drop Down List button FFOR Sioa Aan COREG
56. BidCaster User Guide PlanWell BidCaster A Premier Invitation To Bid Online Software Service Revised 12 06 05 PlanWell Contents BidCaster Organization of This Guide Chapter 1 Introduction describes the features benefits and system requirements of BidCaster Chapter 2 Getting Started covers the BidCaster user registration and initial setup procedures Chapter 3 Working with an Address Book Bid List covers several topics including importing bidder information editing bidder information exporting an Address Book and creating Group Names Chapter 4 Customizing Templates introduces users to editing template files using merge tags etc Chapter 5 Broadcast Steps addresses invitation to bid steps in detail from start to finish Chapter 6 Broadcast Status Reports covers how to view the results of each broadcast how to create reports and how to deal with exceptions which may come up during the broadcast Appendix A Frequently Asked Questions FAQ BidCaster User Guide Page 2 of 117 Rev 12 06 05 PlanWell Contents BidCaster Table of Contents BIDCASTER USER MANUAL sivcscesecccncncsasessenescarcccstsssssaccesxcccsesescesscesaescssdcenssoeecssssessccesessesseavencseacess 1 ORGANIZATION OF THIS MANUAL eccnctvadancuctesccandnactncacsentoadtanaaitsenenisec nese wbienee ce vats secmanesaaenseeaaneeaeadinncseleen 2 ABOUT THIS MANUAL EE 5 CONVENTIONS LEGEND DEFINITIONS USED IN TH
57. Bidders for use on a specific bid opportunity Once selected they can be saved as a Group using a custom name This is an effective method in which you may pre modeled groups to be used for example on various different types of projects in various territories i e schools low rise buildings high rise buildings shopping centers tenant finish industrial etc Different Groups can be saved changed and re used as often as you like Begin the process BidCaster User Guide Page 29 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book gt Click on the Address Book tab from within the Company Planroom ref next screen e A MirrorPlus Ga Ashish Singh Ash International log out PlanWelr Enterprise APA Repro Services Suppli 5 Address Book Order History Broadcast History Bid Info Planholders P oi Settinas Proi A d Book Manage Packages Planroom gt Company Planroom gt Project Home project TEST_0929_SRI_1 exit Order items by clicking the Ss cart icon Quick Package Order g Shopping Cart 0 Items _ Build a Set Gq Most Current Set Eg Custom Packages Manage MEP Package Ca Electrical Package Structural Package p Architectuals PGatset Issuel Seatest Issue2 EK A service of American Reprographics Company Contact Us User Agreement Privacy Policy Library Software Log Out Si internet gt Click on Manage Groups MirrorPlus hier Estimator Si
58. Cast r gt Plans Viewed Displays a YES or NO based on if the bidder has clicked the link to PlanWell and viewed project plans This status can also be manually changed Plans Ordered Displays a YES or NO based on if the bidder has accessed PlanWell and ordered plans This status can also be manually changed APO Displays APO Order for Assigned Print Orders paid by the Content Provider Or na when this option is not exercised Clicking opens the print order for viewing D Viewing the Broadcast Template sent to Bidders inside the BSR gt Clicking on any Company Name will open the specific Broadcast Template sent to that Bidder 5 9 BidCaster 123 Contractor Ave P O Box 12345 Any Tovm California 12345 Phone 111 222 3333 Fax 720 222 2410 INVITATION TO BID NOTICE To Sub 47 Phone 111 222 3333 Sub 47 Fax 720 222 2410 470 Any Street Email ra dinsmore comcast net Any Town Oklahoma 11111 From Chief Estimator Phone 111 222 3333 Any Construction Co Fax 720 222 2410 Email anyestimator comcast net Gentlemen Your firm has been invited to submit a bid for the following project Please download the following files if applicable Bid Instructions doc Click here to view and order plans online using PlanWell If you received this document only as a fax please indicate your intention to submit a bid below and fax back to enter fax number YES NO The following plans will be provided to your
59. Contacts FIRSTNAME MIDDLENAME LASTNAME COMPANY TITLE hit 2ADDRESS pr BUSINESSCITY h DUN TE A gees BUSINESSPOSTALCODE BUSINESSSTATE BUSINESSSTREET BUSINESSSTREET2 BUSINESSSTREET3 Once all data is mappe CALLBACK CARPHONE d gt Click Next gt gt to proceed to Step 3 Depending on the size of the database being uploaded the import process may take a number of minutes to upload and process the data Once it completes the screen appears as shown on the next screen You may then click on the printer icon to print out a report of the imported information In this example 173 Bidder firms were successfully uploaded Time to upload was less than 60 seconds using a high speed cable modem 9052172 9052173 Mark Chambers 9052190 Matthew Epley 9052191 Bill Grainger 9052191 Alan Hart KI Chesapeake Bay Corporation JANMAR Door Controls amp Glass Thompson s Grading Co Inc Cast Stone Inc Georae W Jones Co iii E Records Updated Overwritt Records Updated Overwritt Records Updated Overwritt Records Up ated Overwritt Regefds Updated Overwritthal RH 9052172 2026 9052173 2026 9052190 2026 Chesapeake Bay 757 547 Corporation 9475 Mark JANMAR Door 757 363 Chambers Controls amp Glass 8115 Matthew Thompson s 757 340 Epley Grading Co Inc 1139 Chesapeake Virginia Beach Virgini
60. E Clear Filter Select a Group Select a group i Commercial Project Save as New Group Master Address Book reset page EE SELECT PAGE SELECT ALL UNSELECT ALL Sort listing by CSI Trades FirstName LastName CompanyName Add Save Changes to Selected Group Page 1 21 31 41 51 61 71 81 91 101 111 121 131 141 151 16 Selected Bidders are automatically placed into the Selected Group Members tab Simply click to Any Contractor Chief Estimator Typical Town California kl 12345 anyestimator comcast net 720 222 2410 111 222 01005 Construs 1 01018 Cost Esg 1 01065 Professs 1 SE Jeff Bro on 77036 _jbrown ridgways com 713 782 2862 713 7824 Open and review at any time during the selection process ra ee Gaithersburg Unknown 20879 ddillon repro tech com 301 670 4733 301 670 A 6 mwala fie ee Eu wien vm H laa ew e sem AAFAA Selected Bidders will now appear inside the Selected Group Me Note when data is imported it is automatically assigned a Group Name equal to the imported file name BidCaster User Guide Page 32 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book Add Bidders to an Existing Group Adding to an existing Group is a simple process First use the Select a Group drop down menu to select the desired Group Select a Group Select a group Select a group ee All Subs Suppliers Comme
61. History Broadcast Billing Report Planroom gt Company Planroom Click on a project to view project details atala aaeei Company Planroom LAM e use see Me TT eer in all fields E all projec add to favorites create a new ITB project projects with ITB only projects without ITB on z Dan th eterna AN 5 alc Ax E KE H F Harris Convention Hall view broadcasts Harris Convention Hall Harris Convention Hall I Session Timeout Period BidCaster User Guide Page 12 of 117 Rev 12 06 05 Chapter 2 Getting Started K l m BidCaster won t time out for 90 minutes Last in the event that a time out does occur BidCaster will save all broadcast data until a User logs back in J Create a New ITB Project gt To create a new ITB project click on create a new ITB project K View and Edit a Project gt To view edit a project click on the Project Number of the desired project then enter the project password Access to the project planroom will then be granted L Show All Projects gt Use the drop down menu located on the right side of the screen and select show projects M Filter by ITB projects only gt Use the drop down menu located on the right side of the screen and select show projects with ITB only N Filter by Projects without ITB gt Use the drop down menu located on the right side of the screen and select show projects without ITB only O View Broadcast St
62. ING MERGE TAGS EE 47 INSERTING A MERGE Re 47 THE POL_MESSAGE SPECIAL MERGE Tac 48 THE HYPERLINKED_DOWNLOAD_FILES MERGE Tac 49 Viewing response template with Hyperlinked Files showimng 49 EDITING BIDCAS TIER IER EE 50 TAE TENPAT 1 E 54 KRIER YIN Ga GS BS stearate a ee otc ee cts sense oe nt ete eect cere eee ace eee 64 STEPS FOR FORMATTING 1 EE 66 CHANGING FONT COLORS E 66 SVE FON te E E 67 TODS Rei 67 CREATING BROADCAST TEMPLATE HYPERLINKS cceccceecceeeceeceeeeeeeeeeeeeeeneeeegeeeeaeengeeeeueeneeuenaeeegenenunees 67 Steps to Creating the Broadcast Response Template Hyperlink cccceceeeeeeeeeeeeaeeneeees 68 BidCaster User Guide Page 3 of 117 Rev 12 06 05 PlanWell Contents BidCaster CHAPTER 5 BROADCAST STEPS ccccccccccccccccccccccccccccccccccccccccccccccccccccccscccccccccccceccccceccoes 70 RW ee 70 CHAPTER 6 BROADCAST STATUS REPORT ceccccsccccccccccccccccccccccccccccccccccscccccscccoes 96 BROADCAST STATUS REPORT ccccccccceccucecenncncaacaccececeeceeeeeeeeeennnnnennnanaaaaauaeaeeueueeeeeeeennnnnnnnnnnnnnaaaeas 97 MANUALLY GENERATING A BIDDER RrspOoNSE 103 APPENDICE E 113 APPENDIX A FREQUENTLY ASKED QUESTIONS FACH 113 INGUS UY Changing Servi EE 115 FEATURE ee 116 BENEFIT ee ce ees ce cette erecta ese cece ete ee teste eee ie ee ere eee eee ori eae eee 116 OO EE 117 BidCaster User Guide Page 4 of 117 Rev 12 06 05 PlanWell Conte
63. IS MANUALE 6 BIDCASTER TECHNICAL SUPPORT cccccececcceeceeeeceeeuccueeeeueeueneeeaeueeueueeeeeaneeeeaueeeneueeeseueeeueeenngueennaues 6 CHAPTER INTRODUCTION eege 7 BU TEE 7 Te OC e E 7 SYSTEM REQUIREMENTS FOR BOTH CONTENT PROVIDERS AND BIDDERS scceeceeeceeeceeueeceeeceeeceesueesueeuuenaes 7 CHAPTER 2 GETTING STARTED csccsscccsccccccccccccccccccccsccccsccccsscccceccccsccccecccccscsccscccceccces 10 Ji te Ree 10 NEW USER REGISTRATION eene EE EE 10 ACCESSING BIDC AS KE 10 BIDCASTER PROJECT SUMMARY SCREEN nnana rnnr rreererrnnnnnnne 11 BIDCASTER SCREEN tere 12 PROJECT SUMMARY SCREEN DETAILS stees NENNEN EENS EENS EN de 12 CREATING A NEW PROJECT WEE 13 VIEWING AND EDITING A BROIECT nnana a nann rrr rr rrnrnnnnnne 13 CHAPTER 3 WORKING WITH AN ADDRESS BOOK BID LIST seeessseessssessssessssosssssessoso 14 PREPARING AND IMPORTING A BIDDER DATABASE ccccececeeeecececeecueeeueeeeueeeueeusaeeegueeeaeeeuueenunennunenunennus 14 DOWNLOADING THE BIDCASTER IMPORT TEMPLATE 14 INSTRUCTIONS FOR PREPARING A BIDDERS Uer 16 Single 28 DELETING FAVORITE BID Utsre anrr nunna nnen 33 Deleting Bidders from a Favorite Bid Uert 34 PXPORTING A BODER EI E 34 CHAPTER 4 CUSTOMIZING TEMPLATES sccsescescecssccccsscacasctensccccsneccascncacenesescscosccesssecesiasecsaccnenexe 43 NARODU TO N E E 43 BROAD A T TEMPLATE EE 44 RESPONSE ET VE 45 MERGE TAGS MERCE FIR DS WE 46 IDENTIFYING MERGE Ee 46 RULES FOR US
64. L_Message The following plans will be provided to your firm upon receipt of a YES bid acknowledgment BroadCast_ APO Please submit your bid based upon the following CSI phase codes Price_CSI_ Codes This sentence links to a Yes or Note Please do not delete this email until after the bid due date lt will bei No Bid Acknowledgment access additional plans specs and addendum that may change for this proje message submitted by Bidders Project Name Project_Name To insert in the template place Project Owner U S Government cursor t hen click on the BA Design Professional Army Corp of Engineers i l Project Address Project_Address icon on the command line If you recerved this email as a fax please indicate your intention to submit a bid b YES NO should there be any questions regarding your bid feel free to contact our office Thanks in advance for your willingness to consider this project sincerely From_Contact BidCaster User Guide Page 63 of 117 Rev 12 06 05 SC PlanWell Chapter 4 Customizing Templates BidCaster Ai A INVITATION TO BID NOTICE SS EEN This is how the POL_Message To Sub2 303 791 4534 merge tag populates a link to view Sub 2 Fax 720 222 2410 plans inside PlanWell 1000 Any Street Any Town Alabama 11111 This is how the SE Broadcast_Attachments merge Email ashish mirrorplus tag populates From Ashish Singh A
65. N A4 Z00m 71 Step 2 Select Merge E F y Tags pull down menu B Z U 2 i jg 7 Merge Tags EI BRI BA Broadcast_Attachments Ba BroadCast_APO Step 3 Slide vertical P scroll bar to find Date_Today kii Time_Today tag P Personal Message POL_Message f Fri mi E Step 4 Click on the From_City From_State From Zmp tag you wish to Phone From_Phone Fax From_FAX insert INVITATION TO BID NOTICE A dn Arial z 2 E Normal To Contact Phone To_Phone To_Company_Name Fax To_FAX To Address To_City To_State To_Zip From_Contact From_Phone From_Company_Name x From_FAX 7 From EMAIL Gentlemen Your firm is invited to bid on the following project Please download the following files if applicable Broadcast_Attachments Step 1 Place blinking rsor where the mer The following plans will be provided to your fi ia S S S EES tag is to be inserted Please submit your bid based upon the follow Click here to acknowledge that your firm will submit a qualified bid Gentlemen When inserted tags typically appear without Please download the following files U applicable Broadcast_Attachments any formatti ng You may proceed to format colorize size and save as Your firm is invited to bid on the following projeet POL_Message The following plans will be provided to your firm upon receipt of a YES bid ackno requi red Please sub
66. O CSI codes can be entered with associated Ratings by using the character ref example If you do not wish to apply Ratings skip the separator to ignore Multiple trades can be entered in this column separated by 01005 1 01006 2 01007 4 01008 3 01 Trade amp Rating 009 2 01010 5 01011 2 40 commas Note Ratings scale 1 to 5 Ss 42 MBE_Cities Can have up to three MBE cities separated by a comma _Optional_ San Jose San Francisco Santa Clara 43 MBE_State Jenna certified MBE by the state Op ong YesorNo 44 WBE_Cities Can have upto three WBE cities separated by a comma Optional ___ San Jose San Francisco Santa Clara 45 BE State Is firm a certified WBE bythe state Optional YesorNo 46 DBE_Cities Can have upto three DBE cities separated by a comma Optional ___ San Jose San Francisco Santa Clara 47 DBE_State Is firm a certified DBE bythe state Op ong YesorNo 48 DVBE_Cities Can have upto three DVBE cities separated by a commd _Optional__ San Jose San Francisco Santa Clara 49 DVBE_State IIs firm a certified DVBE bythe state Optional YesorNo 50 Fed8a Is firm certified by the federal government as an 8a Optional YesorNo Can have up to ten territories Values must be State Code County Name separated by a comma for CA San Jose AZ Phoenix TX 51 Territories multiple territories D Houston CO Denver len N
67. Pagel 02050 n ee A comments Bid 23 785 Low Bidder E sub1 Sub 1 Demolition 2 Y None Responded Thanks for the on Oakdale High School Yes Yes No na MBE WBE DBE DVBE 02082 Hazardous invitation gt YES project Ma 2 Y 02055 Soils 1 Y comments TT sub2 Sub2 S 5 None Responded payer sae 7 Yes No na MBE WBE DBE DVBE YES J Earthwork 5 Y Site Demolit 5 N 03100 Concrete For 1 N 03110 Structural Sany the project S20 M comments too far away for udfto They have declined to bid F Sub 3 Sub 3 lec Gm 1 N None Responded be competitive Plse on 3 out of the last 4 Yes Yes No na MBE WBE DBE DVBE EE NO keep us in mind o invitations 03370 Concrete ee Serge Cur 1 N he ae 03550 Concrete Top 1 N nannn l E Internet N Plans Viewed details inside the BSR Plans Viewed is based upon access into PlanWell by Bidders using the POL_Message tag link Once they enter PlanWell to view plans a Yes displays in this column There are times when a General Contractor is providing plans to a Bidder free of charge and therefore wishes to toggle Plans Viewed to Yes A Content Provider can manually toggle this to read Yes by gt Click on No under Plans Viewed for a specific Bidder Page1 21 31 ContactName CSITrades EmailStatus FaxStatus Bid Status SSS Private Notes Email Opened Plans Viewed Plans Ordered
68. SE i 8 7 e DESS ell z TT General Security Privacy Gontent Connections Programs Advanced F Internet Options Settings Use inline Auto orpkie d Use Passive FTP firewall and DSL modem compatibility J ul Use smooth scrolling HTTP 1 1 settings Use HTTF 1 1 d Use HTTP 1 1 through proxy connections ee Java Sun Use Java 2 v1 4 2_06 for applet gt requires restart D I Multimedia r Don t display online media content in the media bar Enable Automatic Image Resizing Enable Image Toolbar requires restart Play animations in web pages Play sounds in web pages Play videos in web pages Show image download placeholders UI Restore Defaults It is also advisable to turn off pop up blockers in your browser End of Chapter 1 BidCaster User Guide Page 9 of 117 Rev 12 06 05 Chapter 2 Getting Started Bicester Chapter 2 Getting Started A Initial Setup process How do Content Providers general contractors owners developers get started e First prepare the Content Providers Address Book commonly called a Bid List Note the Address Book must have CSI code s information listed for each company e It must have a minimum of data regarding company name contact first and last name company address with city state country zip and fax or email number for each comp
69. Step 2 the desired merge tag will populate where the cursor is positioned From From_Contact Phone From_Phone From_Company_Name Fax From_FAX Email From_EMAIL Once the merge tag displays Gaston proceed to edit as desired In be this example we have increased our irm Nas peen invited to Syomit a Did Tor the Tolowin TOIGC e pe the font size and colored the Please download the folloyfng files if applicable Broadcast_Attachments merge tag green POL_Message The following plans will be provided to yo Step 1 Placea blinking cursor where merge tag is to be inserted Please submit your bid based upon the O The POL_Message Merge Tag This_merge tag is referred to as the Plans Online POL message tag It provides one click access to online plans specs and addenda inside PlanWell by recipient Bidders This tag is special in that it by passes the need for Bidders to remember project passwords yet provides direct access by secure invitation from GCs In doing so confidentiality is maintained BidCaster User Guide Page 48 of 117 Rev 12 06 05 Chapter 4 Customizing Templates Bicester HyperLink Description POL_Message Provides a link to PlanWell when plans are available online for viewing and print ordering purposes The Plans OnLine Message POL_Message merge tag populates with a standard default sentence as follows Click here for plans availability amp viewing inside PlanWell
70. Thea 11111 aaen Raus Leen Horo 2 Bl anyestimator comeast net 72 222 2410 Cailingn Acoustin Lath Are ORYWALL Al 2 2 0 Sub 20 Sub 29 Any Tower Hinor 22211 lossso Liesen lesen C oss32 s Wood Fig Marble g Stone Fa Gre im Planyestimator comeast net C 720 222 2410 Di 2 2 zl EE Miossso Joseas kloaez CL osea2 ia El anyestimator comeast net 720 222 2410 Wood Fig a g Stone Fg Flagstog 1 KA 2 acer G ng JIA D Lee E nn Milanan nnn assa far m el m a B woe ser Guide Rev 12 06 05 Terntones all items 03100 os000 D000 Union all tams g 111 222 3333 111 222 3333 111 222 3333 111 222 3333 111 222 3333 111 222 3333 111 222 3333 SELECT PAGE SELECT ALL UNSELECT ALLISort listing by Csi Trade FirstName LastName Company Name Add New Contact gee save amp return kaproadcant Check Al MBE WBE DBE DVE MBE WBE DBE Fed MBE WBE DBE Fed MBE WBE DBE Fed v es ARAA SAA Sat sete gg sa bd MBE WBE DBE DVE aes Uncheck All Click save amp return to broadcast Page 83 of 117 Chapter 5 Broadcast Steps gt Click save amp return to broadcast All recipient Bidders now display in Step 2 MirrorPlus lal Chie Estimator Sierra Construction Mgt Inc log out Address Book My Account Order History Project Home Project Detail
71. WBE DBE DVBE go ee None Yes Yes No na MBE WBE DBE DVBE Trades Ehsan Add Edit SE SE u ne es es No na r Sub 5 Sub5 CSI ao No Y Y No MBE WBE DBE DVBE Trades T dd Edit Responded Sub 50 Sub50 CSI onded None Yes Yes No na MBE WBE DBE DVBE Trades S adamsa EE Si B Trusted sites The program will immediately begin the process of resending the email R Resend Fax inside the BSR In a similar manner as resending an email proceed to resend a fax but first correct the fax number if required gt Check Box under Sel all bidders who have a Failed Message for emails gt Click on Frere REI Se peersy seers ey river vy KT TTT ET Eege e e ene J Resend EMail Resend Fax Resend EMail amp Fax ALL Emergency rop Click Resend Fax Add Edit CSI Trades adwein csi trades o 2ot va necconded Add Edit CSI Trades Sent Bechet Not Yet Responded Add Edit CSI Trades Add Edit CSI Trades BidCaster User Guide Page 108 of 117 Rev 12 06 05 PlanWell Chapter 6 Broadcast Status Report BidCaster The program will immediately begin the process of resending the fax S Resend Email amp Fax The process is identical to resending an email and fax with the exception that a Content Provider will click on the Resend Email amp Fax button T All Emergency STOP This button is reserved for emergencies typically those involving faxes t
72. a Beach Click here to print the Import Data Report Depending on the size of the import this may take several minutes Once the import has completed an Import Results Summary is displayed with information relating to records which were or were not successfully loaded BidCaster User Guide Rev 12 06 05 Page 27 of 117 Chapter 3 Working with an Address Book er Print the Import Data Report to identify and clean up missing information wrong CSI codes etc Once completed import corrected records back into the template and use the wizard to upload again Repeat this process until all desired records are imported successfully L Working with an Address Book Once the Address Book is loaded you may proceed to edit existing contact information or add new Bidders online without use of the import template and most importantly create and save subsets as pre defined Groups with an associated filename Now that your Address Book has been imported it can be easily searched to select appropriate Bidders to use on specific bid opportunities gt Click on the Address Book tab ref next screen Harel Enterprise I ve zenter pamm nnna ana eee EAT Permisi ae Groups Address Book gt Users Listing Leer Lister LTE Cie EI ARDpv reted Landscap Sernaces Ime EI Areuspc Comings Inc 757 928 3101 757 928 3103 al o8s10 Acovance DN G i o9120 Ceiing E Kr a Ceugbica
73. ample of what a template looks like with borders turned on BidCaster User Guide Rev 12 06 05 Page 64 of 117 Chapter 4 Customizing Templates Stied EIalsrt O IAslEeoutz Sanuali sides Paulie editor Merosufe losst eulorss Turn on or off Table US Army Corps Borders by toggling a Engineers E this icon on and off To Dome Fiene To Phone ENN To_Company_Name Cc WEE EST To_Address1 OOOO E ihe ie ee e To_City To State To zip OOO From From_Contat 0 ei Phone From Phone lt __i From_Company_Name Te nora GEN EE Emai Iron pa EE Table borders display when dotted lines appear on the screen Your firm is invited to bid on the following project This is valuable to know when Please download the following files if applicable Broadcast_Attachments editin g tem p lates POL_Message The following plans will be provided to your firm upon receipt of a YES bid acknowledgment BroadCast_APO Please submit your bid based upon the following CSI phase codes Price_CSI_Codes Click here to acknowledge that your firm will submit a qualified bid Note Please do not delete this email until after the bid due date lt will be used in the future to directly access additional plans specs and addendum that may change for EEA A A Gn en on A A A A H anes Gn Gn a an tp a aAa DR r TETRA re Ze nnr rr rr rrn Note that Project Owner and Project Nam
74. any e Itis advisable that Content Providers obtain a copy of their company logo in digital format jpg or gif files are acceptable in order to insert in ITB documents e The initial ITB broadcast may be sent by fax reflecting a request for email addresses from all Bidders if your Address Book doesn t already have this data e Contact your BidCaster Provider for help during the Setup process they have the trained Staff that can expedite the process B Minimum Setup Requirements Before Launching an ITB Broadcast The following is required before starting a new invitation to bid ITB broadcast using BidCaster 1 A list of Bidders uploaded into BidCaster s Address Book commonly called a Bidders List If you are a previous BidCaster user your Address Book can be migrated over by referencing Chapter 3 Working with an Address Book paragraph E 3 2 ITB Templates or Messages that will be sent to Bidders 3 Project Information needed before each ITB broadcast C New User Registration New users can register online to access and use the BidCaster Invitation to Bid ITB service The prerequisites for using BidCaster are Be affiliated with a PlanWell Enterprise licensed reprographer which operates individual PlanWells throughout the U S and is a PlanWell PlanWell BidCaster Provider Note BidCaster is compatible only with PlanWell Enterprise and not with PlanWell PDS gt To register online visit www planwell co
75. apher Services Clear Filter we Save as New Group Select a Group d Select a Group A ee all items Any Contractor Chief Estimator Any Town 111 222 3333 California 12345 seine o1018 cost Mloi0es kl anyestimator comcast net 720 222 2410 Construs 1 Esg 1 Professs 1 Once bidders have been selected you may proceed to Step 3 3 Step 3 Optional Invitation Settings This step lists a number of optional settings associated with some powerful and unique benefits Page 85 of 117 BidCaster User Guide Rev 12 06 05 Chapter 5 Broadcast Steps Bidce anne a Change Broadcast Acknowledgment Type BidCaster offers two types of acknowledgement messages that general contractors can send to Bidders when they send a broadcast e An Invitation to Bid Acknowledgment message e An Information Acknowledgment message Check to Set Auto Reminder on additional charges may apply learn more Reminder Date E Time 12 00 AM EN Auto Reminder Template Default Auto Reminder htm BJ C Select to Include APO Assign Print Order learn more As described in Chapter 4 these messages are opened using the link that is embedded in templates Use the Invitation to Bid Acknowledgment message for standard ITB tasks during the bid phase Use an Information Acknowledgement message during construction or design phases to send and track for
76. atus Report L Viewing Fax Status Details within the BSR gt Click on Fax Status information for a specific Bidder EECH gt Click on the Fax status message to geen open the Information Update Form CH Se Ridqways Southern Jeff Browm Wall Richard 03000 Concrete 4 AL Masonry sonry AbLMason Donovan 04000 Masonry 4 m Acoustical 09520 Acoustical 2 Iiforumtion Update konm Microso emeren Gels Fax number can be edited and saved Fax number of Sub 47 720 222 2410 Date amp Time stamp information is displayed Status Message Fax No 720 222 2410 Status Recetv 12 04 2005 05 03 PM Status Details No Changes can be saved to the Address Book ook N Fax O Apply changes to Master Addres K Manually Generating a Bidder Response within the BSR For those bidders who receive faxed ITBs the reply from the bidder will likely come as a phone call to the content provider BidCaster provides a mechanism for generating a response on behalf of the bidder directly from the BSR gt Click on Bid Status that reads Not Yet Responded for a specific Bidder Page1 2 3 01005 Construction 1 Y 01006 Professional 1 01018 Cost Responded YES Estimat 1 Y 01065 go Any Chief Contractor Estimator Ges ger 1 Y 02010 Subsurface I 1 02050 Demolition 02050 Demolition 2 2 02055 Soils 1 _ 02060 Building Dem 3 SES SE Ma Not Yet Responded
77. atus Reports gt Click on view broadcasts Then enter the project password before accessing all Broadcast Status Reports pertaining to a specific project 7 A MirrorPlus L Chie Estimator Sierra Construction Mgt Inc log out PlanWell Enterprise BEN Repro Services Supplies Lues Book my account Order History Dia zm zl enn zk EI Sa Oa net Planroom gt Company Planroom Click here to view existing Click on a project to view project details Broadcast Status Re ports BS Rs aitia on aaen Company Planroom LV dee CH e TT EEE all proje cis projects wah ITB only projects without ITB on J or Ge SE Sri Harris emmmer Hall fae mr eg Hitis Convention Hall Harris Convention Hall End of Chapter 2 BidCaster User Guide Page 13 of 117 Rev 12 06 05 PlanWell Chapter 3 Working with an Address Book BidCaster Chapter 3 Working with an Address Book Bid List A Preparing and Importing an Address Book In order to use BidCaster an Address Book must first be prepared and uploaded BidCaster uses an Excel file entitled PlanWell Import Template xls for this task There are two basic methods to prepare your Address Book before importing 1 Manually enter all Address Book data into the PlanWell Import Template 2 Use the Import Wizard to map and import from a contact database e g a third party software program such as Prologue BidFax etc Many Content Prov
78. ber column separate each 5 digit CSI code with a comma i e 01000 08000 12000 16000 13000 06200 08400 16220 12491 13160 Fields such as fax and phone numbers must follow the convention of Any use of formulas to create this format will only cause the BidCaster import to fail A maximum of 25 CSI codes can be accepted for each record import For sub suppliers with more than 25 CSI codes duplicate the company record twice and list all CSI codes between both records Note A maximum of 10 000 rows of company data can be uploaded per User BidCaster User Guide Page 20 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book E Using the Import Wizard 1 Import Using a Std PlanWell Template Once all data is entered verified and saved proceed with the import wizard process as follows gt Select the type of file to be imported Excel or comma delimited text gt Browse for the file inside your hard drive 2 ite Gesine planwell com Panwell Geert eler fils a impon ophons Microsoit Intenet Explonen BHB Import Step 1 of 3 Source file type Microsoft Excel Select file for import Microsoft Excel Text File E k Column Header Present Follow Template ie F click for help on template selection Duplicate Records First Last amp Company name Append Overwrite Disallow Note Click here to download a Standard PlanWell template file along with help instructions gt
79. bidcaster logo gif sl bidcaster gif 5 O BidCaster ml Bondfield gif rd EllisDon jpa E ent_pwbidcaster gif TAH O logo tb JPG sl logo_pepper_indiana gif 1KB KA 2 ities patt Ers eomtz Delt Bidcasten Template editor Microsoft Internet Explorer BEHR L Select Template File Enter a new filename to save as Single Default Template ACE Single Template help quide Ee eege SE Re le KI Q BidCaster From_ddress From_cCity From_State From_Zip liga li TJ dies reen EZE To_Addressi To_City To_State From_Contact From Company_Nam arctogomed gif BC Logo gif bidcaster logo gif bidcaster gif Bondfield gif Gentlemen ent_pwhidcaster gif 7KB logo itb JPG SKE logo_pepper_indiana gif 1KB Mortenson Logo gif 1KB Your firm is invited to bid on the f Please download the following file POL_Message Assuming a company logo resides in your hard drive proceed to locate it and upload into BidCaster as follows gt Click on the Upload Image tab gt Click on the Browse button BidCaster User Guide Page 58 of 117 Rev 12 06 05 Chapter 4 Customizing Templates L overwrite if file with such name exists 1 Max file size allowed 200KB File extensions allowed gif xbm xpm png ief z pg jpe jped tiff zm rgb g3f xwed pict ppm pgm pbm pnm bmp ras pcd cgm mil
80. cations approx 30 we use it judiciously 9 How many Bidders typically have email capability a According to a 2002 American Subcontractor Association survey of members over 85 are currently using email daily b According to an AGC member survey a few years ago over 82 employed email in every day business activities BidCaster User Guide Page 113 of 117 Rev 12 06 05 Appendices Bide emm 10 Statistically how many emails or faxes fail during transmission a Although emails are typically very reliable approx 1 in 100 emails fail per recent statistics When an email fails to transmit BidCaster provides a red highlighted Error signal to Content Providers to investigate make a repair and re send b Faxes are statistically higher and vary dramatically When a fax fails to transmit BidCaster provides a red highlighted Error signal to Content Providers to investigate make a repair and re send 11 Can BidCaster tell when an Email is received by Bidders a No Today s technology does not allow web based services to do so Only when Bidders click on a link inside emails can BidCaster track if it has been received 12 Can BidCaster tell when an Email has been received and opened a Yes when Bidders open their emailed broadcast ITB messages b Yes when Bidders submit online Bid Acknowledgements 13 Can uploaded Bidder Lists be exported a Yes This can be accomplished within the M
81. ck 7 Pull down and drop down menus are synonymous and refer to the same function C Merge Tag Revisions BidCaster uses the concept of mail merge in all templates messages sent to Bidders The following are revisions to the existing list of merge tags 1 Broadcast_Attachments replaces Hyperlinked_Download_File Use this merge tag when emailing file attachments to recipients 2 Project_Address1 and Project_Address2 replace Project_Address Two project address tags are now provided 3 Broadcast_APO allows a GC to send different print documents to individual Bidders upon receipt of a YES Bid Acknowledgment This powerful new feature will rapidly become an industry standard For a complete listing of merge tags please view and print the help guide see link located inside the Template Editor program ref screen below z Siesta r planvyellicom PHanwellikidcaster hemplate Editor Microsoft Internen Explorer Select Template File Enter a new filename to save as Default Template htm i Ee help quide gt Merge Tags ses ERT 9 BidCaster INVITATION TO BID NOTICE BidCaster User Guide Page 5 of 117 Rev 12 06 05 Contents BidCaster is accessed through your local PlanWell BidCaster Provider s web site Note your existing username and password to access PlanWell should also provide access to BidCaster If you don t have a user account established please contact your chos
82. crosoft nesrist Saloran Import Step 1 of 3 Source file type Microsoft Excel wl L Select file for import C Documents and Settings Richard Dim Browse Column Header Present Template Name BidCaster Import Template click for help on template selection Duplicate Records First Last amp Company name Follow Template Note Click here to download a Standard PlanWell template file along with help instructions Import from a Third Party Address Book As discussed many third party software programs typically export Address Book data to an excel file but initially it will not formatted correctly ref example below A B L H E FirstName Lasthiame Cormpany Joo Tile Dusines steat Dusine Ci Dead wardokus Signage Indusines Corp Soles Represertatre F OG Box 4879 Lhesopeoke Day Lorporohun 218 Uomupscan Bhed HI ON Bros 1040 a Mark L ssptuzrz AAMAS Uer Coontrobs A Glass A464 Phessunhese L d kath es Epileny Thompson s Grading Co Inc TSE General Booth Ged Suite ii Bill Grainger Last Stone Inc Bowland Earkerpw Alon Haart George W Jones Co Estimator 6752 Walmsley Bird Grayson Bradshaw Commercial Fendy biis Ine 1275 Portsmouth Bhd miina Tillery Grits Femme Landscaping Os or Fuss Maus 2421 Proll tery Haw Harid d H Engis Il 1786 Candice Ad John Volker Poster Fira Protection Services Inc 12444 Executive Dhd Swa 105 d villliarn Bailey Patton Hamis Rust amp Assoc Survey Co
83. cs Also note that various Ratings 1 5 display next to individual Trades This helps prevent inadvertent selection of un qualified Bidders d Select using Groups The recommended approach is to pre model and save various Groups for different types of projects from which your firm often prepares bids Once accomplished Step 2 becomes a relatively simple process gt Click on add recipients gt Use the pull down menu to select a Group ref screen below gt Click Open Group Select a Group Select a Group Open Group OoOo O O Save as New Group Select a Group All Subs Suppliers Commercial Project High Rise Building Low Rise Building Project C256 05 Residential Project School Project Brownies Shopping Center 95818 Subs xl_12022005_ 04 00 32 PM F 09720 Tenant Improvement D Master Address ECT PA _save changes _ by CSITrade FirstName LastName Company Name Add New Contact 1 1371 141 15 nts J Project Address Book Planholders List Check All l Uncheck All ljbriggs browniesrepro com 916 443 4370 916 443 1322 The Group will open and display ref following example BidCaster User Guide Rev 12 06 05 Page 82 of 117 Chapter 5 Broadcast Steps gt 3 Juge Find proceed to select check box bidders Wouer ege EA eee ee KE RI EE e yeu E Totegi ree searchin Company Hame E Temtones all oma DOM Architect
84. cs Company javascript mBCCSIPopup 71938 8 Trusted sites C Broadcast Status Report Column Descriptions The following table describes column headers from left to right for data fields and a brief description of what detailed information is displayed Clicking on links within cells also can display further additional detailed information Column Description Header Check individual bidders using the Sel column in order to Resend Email Resend Email amp Fax Use All Emergency STOP Add Recipients to Broadcast Company Name Company Name Clicking displays a copy of the Broadcast ITB sent to that Bidder Clicking allows first and last names to be edited and changed CSI Trades Clicking allows viewing of full CSI Number Descriptions and Ratings Clicking allows editing of email address and view date amp time stamp info Email Fax Status Clicking allows editing of fax number and view date amp time stamp info Bid Status Displays Yes No Pending Clicking displays Bid Acknowledgement Message and allows manual Yes No entries Displays comments entered as part of the Bid Acknowledgment Comments message Private Notes Allows Content Provider to enter and display confidential notes Email Opened Displays a YES or NO based on if the bidder has opened email and clicked on the link to BidCaster BidCaster User Guide Page 99 of 117 Rev 12 06 05 PlanWell Chapter 6 Broadcast Status Report Bid
85. d Group _ drop down list This prevents Page i 21 31141 51161171181 911101 111 1211131 141 151 16 searching for a code that isn t assigned to an actual firm Any Contractor Chief Estimator Typical Town ET Galifornia 12345 anyestimator comcast net 720 222 01005 Construs 01018 Cost Esg 01065 Professs 1 1 1 Ridgways Southern Jeff Brown Houston LJ Unknown 77036 jbrown ridgways com 713 782 gt Or use Find to search in a variety of areas as shown above gt Click on Execute Search In the example below we performed a search using multiple CSI Trades within Div 09 Finishes BidCaster User Guide Page 31 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book tel OTT et EDM Meter ESS lt ylorsr ompany Name wl Close Window Trade Rating e Territories 09310 Ceramic Tile N 1 09330 Quarry Tile 09400 Terrazzo 2 el Minority Re 09520 Acoustical Wal Lol A 09615 Marble Flooring E MBE al items Ei E WBE Car Fiter Select a Group Sect a group E Save as New Group Master Address Book eset page EOC kom r ot ote SELECT PAGE SEMECT ALL UNSELECT ALL Sort listing by CSI Trades FirstName LastName Company Name Add New Contact Save Changes to S cted Group Carpet Gallery AW Whisman Hampton Virginia 23666 09310 Ceramice 09330 Quarry e 09615 Marble g 09680 Carpeting anyestimator comcast
86. e Project_Name Design Professional names can Project Owner U S Governm Design Professional Army Corp of Engineers be entered identical to using a 1 Project Address Project_Address Word document If you received this email as a fax please indicate your intention to submi rorrt enter phone number YES NO Should there be any questions regarding your bid feel free to contact our office Thanks in advance for your willingness to consider this project Sincerely ER S o a Done B Internet After modifications are made there is no need to turn off Table Borders the program will automatically perform this task when the template is saved BidCaster User Guide Page 65 of 117 Rev 12 06 05 Chapter 4 Customizing Templates Bicester Finally once standard templates for your company are created they can be used repeatedly on numerous broadcasts You ll find pre defined templates are provided which can also be modified and saved for later use Z Steps for Formatting Text The steps for formatting text i e using bold underline italics font type font size font color and background color or for cutting copying text are as follows gt Highlight the text you wish to format cut or copy gt Press the appropriate icon in the toolbar and follow the prompts Eengel Eet Select Template File Enter a new filename to save as X 1
87. e Tags All merge tags are identified by brackets surrounding text For example the following are examples of some but not all merge tags Merge Tag Description Date_Today today s date and time with time zone To_Company_Name company name of Bidder To_Contact contact name of Bidder From_Address company address of Content Provider From_Zip zip code of Content Provider Project_Name project name Broadcast_Name broadcast title Broadcast_Attachment File attachments sent with each broadcast Bid_Instructions bid instructions POL_Message Plans Online message Broadcast_APO Assigned Print Order for different Bidders L Critical Merge Tags amp Links in Templates The following merge tags are deemed critical to the success of an ITB and should always exist in templates indicated in the table below before launching a broadcast Fortunately the program will automatically check for the existence of any merge tags that are missing ina template for which project data exists before allowing a User to send a broadcast Merge Tag Description Single Template Approach Double Template Approach POL_Message Broadcast template Response template Broadcast_Attachment Broadcast template Response template Price_CSI_Codes Broadcast template Response template Broadcast_APO Broadcast template Response template BRT link es Not Applicable Broadcast template only BA link Broadcast template Response template BidCaster U
88. e the option The screen will refresh to display all date time and template tasks ref screen below gt Enter the reminder date by clicking on the calendar icon Ca gt Enter the time of day by using the pull down menu shown gt Select the desired template using the pull down menu shown gt Click if templates require modification Li Optional Invitation Settings Change Broadcast Acknowledgment Type Invitation to Bid Mallearn more Turn on Email Response Template Default Response htm Elo learn more Forward Bid Acknowledgment to my email additional charges may apply learn more Check to Set Auto Reminder on additional charges may apply learn more Reminder Date EF Time 12 00 Am J Auto Reminder Template Default Auto Reminder htm J C Select to Include APO Assign Print Order learn more e APO Assign Print Order Option General contractors may now define individual prints orders including delivery for various Bidders which are automatically placed once Bidders submit an online YES bid acknowledgment through BidCaster The benefits of this service are significant a Print on demand represents significant savings for Users b APO saves significant time and effort through automatic print order and delivery BidCaster is the only ITB product on the market that combines the ITB process with a print amp delivery order for individual Bidders This unique and powerful feature is one which we believe will ra
89. eane sote 12072005 DL ap E EEE 111 332 3332 MES WEE OBE M11 272 3343 MBE WAE DSR 1222 3303 MES WEE DEE Wi 222 3393 MES WDEDBE Sort by any filters shown 1 You may scroll vertically to see what trades each bidder represents and select those that are specific to the project 2 Select all desired bidders by checking each box gt Once all are selected click on Add to Selected Recipients tab The Show Selected Recipients tab now displays all recipients g Sani BidCaster U 3 ditto Sta ug sare Mosioc Ueaze 05210 Goen BR bel anyestimatar comeast net C 720 227 7410 Stee Ja Metal Dg EU OT Atel Dt KE ele ET AE Microsote ileal otal Find search in Company Name E CSI Trades Al H Trade Rating all tems S 00010 Architect 2 e 00130 Electrical 01001 General Conditions Menority Sturctul Structul 33 CH 3 Sub 25 Sub 25 Any Town Florida UUL Eloeooo oe os 20 Closz00 anyestimator comcast net istol Ce AEN De Aluminus wood S H _ 720 222 2410 2 Di 2 Ana it D Suh 26 Suh 28 Any Town Georaia LUG Coszo Boaze Ueazeg Rloszag R Ml anyestimator comcast net 720 222 2410 Cailiaga Acoustin Lath At OR YWALL 1 2 2 2 Sub 27 Sub 27 Any Town Hawai 11111 Domnz0 Qonao Qoveo0 Dovero M anyestimator comeastnet 720 222 2410 Acouttia Lather DRYWALL IO 2 2 D E Sub 20 Sub 26 Ary Toven
90. ed on or off for easier display purposes gt Click on Customize this page ys E MirrorPlus ba hier estimator Sierra Construction Mgt Inc log out eri isia Repro Services Supplies Address Book My Account Order History Customize this page Project Details Print amp Export Status Report Planroom gt Compsay Planrogm gt Broadcast Status Report BROADCAST REPORT Refresh Page Broadcast Name Addenda 01 Click here to start the process PlanWell Broadcast Date 11 18 2005 06 17 47 AM S Plans Return Project Name Harris Convention Hall Deposit Amount 0 00 Refunded No Bid Due 11 15 2005 12 00 00 AM New Favorite List name emm Save as group _ Auto Reminder Find Company Name E OR Filter by Show all recipients E Select All Clear Selection Resend EMail Resend EMail amp Fax ALL Emergency STOP Add Recipients to Broadcast 09720 Fabric Wall Richard 93000 Concrete 4 Donovan 04000 Masonry 4 039520 Acoustical Fj Ridqways Southern Jeff Brovm Red Asterisked fields cannot be turned off as they are mandatory therefore grayed out But all others can be turned on or off as a e desired Contact Name CSI Trades Email Status Fax Status All these can be toggled on or off as Bid Status desired sical Damiena Additional columns not shown are Il K Private Notes e APO e Minority DI Email Opened Plans Vie
91. ed step Starting a New Broadcast If not we recommend reading and fully understanding the following before proceeding BidCaster uses the concept of mail merge It ensures that each Bidder receives an individualized notice with individualized information This is accomplished using merge tags or simply referred as tags Merge tags appear as bracketed words ref examples on the next page To_Contact To_Company_Name To_Address1 etc All merge tags used in BidCaster are listed in a drop down menu as shown below X How Merge Tags Work When a notice is sent to Bidders tags will populate with data drawn from the Address Book and from Project Details more about that later This ensures that each recipient Bidder receives a notice tailored specifically for them To Company Name To Address Dro Address 2 To_City Bi ro Stste From_cCity Phone From_Phone Fax From_FAx INVITATION TO BID NOTICE How are merge tags inserted into a template Place a blinking cursor where a merge tag is to be entered click on the Merge Tags pull down menu down arrow Use the vertical scroll bar to locate the specific tag then click to select it Yyyy Once selected it will be inserted into the template where the blinking cursor was positioned ref following example BidCaster User Guide Page 61 of 117 Rev 12 06 05 Chapter 4 Customizing Templates BidCaster E cl Da 8 D le Gu DI IE
92. editable Typically Users won t edit this information unless they are a project assistant that needs to launch ITB broadcasts using another estimator s name and associated From Information From Information learn more L_ select to show details Company Any Contractor Contact Chief Estimator From Information learn more Unselect to hide details Company any Contractor Contact chief Estimator Address1 123 any Drive Address City Any City State Zip 11111 Phone 111 222 3333 Fax 720 222 2410 Email anyestimator comcast WebSite www anyontractor cor e Project amp Bid Information Similarly you may un collapse and edit this information as shown below Project amp Bid information learn more C select to show details Project Name Harris Convention Hall fd Due Date 11 10 2005 Time w Project amp Bid information learn more Project No mpTO_Harris Conventic Walk Thru Date 11 1 2005 Es Time app am E Site Address 1234 Harris Drive Return Plans on 11 11 2005 2 Time s 00 PM E Project Name Harris Convention Hall Address City State Box 1000 Deposit Refunded OQ yes No Country u Zip bi f Choose Broadcast Template Templates or messages must be employed to reflect all required ITB information BidCaster employs the use of an HTML Web Page Editor program that works in many respects like Microsoft Word BidCaster templates a
93. egulatory Groups 01010 Summary Of Work 01015 Design Support Services 01016 Computer Aided Design amp Drafting 01017 Models Renderings amp Photography 01018 Cost Estimating 01019 Manufacturers Support Services SE EE 01020 Allowances 01030 Special Project Procedures CODE Rating DESCRIPTION fd Meare Tida 01040 Coordination E Ihol O Note Adding a new trade will also update amp add to your company s master trade listing Save Changes Use the Add a New Trade Code amp Description process repeatedly to add any number of desired custom codes with associated descriptions Note you may not overwrite any initial default CSI Trade codes or associated description that exist in the program These reflect official CSI codes per the 1988 and 1995 CSI MasterFormat Adding a new trade will also update amp add to your Company Trades listing Address Book gt Under Code enter a desired 5 digit custom code number gt Under Rating enter a desire rating number from 1 to 5 gt Under Description enter a desired description gt Click Add New Edit Trade BidCaster User Guide Page 37 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book In the example below custom code 01001 General Conditions has been added eet planvellicom CS Codes Microsoft intemen lt olorar Click on the headings below to jump to that Division Click on the headings below to jump to
94. emplate can be utilized In doing so all links and merge tags that formerly applied only to a Response template can now be used in Broadcast templates Broadcast Template Double Template Approach The broadcast template is typically used to create the initial invitation to bid ITB for a project then provide subsequent updates addenda information supplementary documentation etc to the Bidder subcontractor and supplier who s bidding on the project It can be emailed and or faxed to Bidders In general an ITB Broadcast template is comprised of the following nD sO hoa Typically one page or less in size but can be larger Merge tags also called merge fields Identifies the company general contractor Content Provider architect soliciting the invitation to bid ITB States this is an ITB broadcast Identifies the individual Bidder company the broadcast is targeting Provides sufficient project details to generate interest Provides a hyperlink back to BidCaster for email broadcast recipients only Typically includes follow up instructions for the Bidder Its important to keep in mind there are different broadcast templates for different needs Templates may also have different formats based on whether the broadcast uses email only fax only or a combination of both BidCaster uses links embedded into broadcast templates that BidCaster User Guide Rev 12 06 05 Page 44 of 117 SR Harel Chapter 4 Customizin
95. en PlanWell BidCaster Provider who will be happy to set one up or simply click on the link sign up now which displays on the Provider s web site ref next screen MirrorPlus reprographers home PlanWell Services available PlanWell l 7 We l Todays standard in Kb KAN a line planrooms Digital Document Management amp Distribution EES user guide Click here for sign User Name anygc anyconstrucy6n com up now Password occccccce Online invitation to bid made easy qo WA ACCE user guide Not a nggmber yet sign up now Authorized Access Only Login here to access Project Number Private Company Planroom Send out Project ITB Broadcasts MPTO_ m Work with My Project Bids Password Order Reprographic Services Order Reprographic Services over the Web user guide EWO Repro Services Home D Conventions Legend Definitions used in this manual BidCaster screen field names informational messages appear in bold Action items begin with the icon gt Clickable buttons appear in a box The term selecting an option and highlighting an option are the same Definitions i Content Providers refers to firms such as general contractors owners developers public agencies and construction managers who regularly issue invitations to bid ITBs to Bidders ii Bidders simply refers to recipients who receive invitations to bid These are typically S
96. ention Hall al Harris Cent Hall KE FI c05 09 view broadcasts Commercial Office Building 120K SF 3 story Office Building Greenwood Village Tech Center Fl Church C05 006 view broadcasts Church Project 50K SF Church Fi TF05 226 view broadcasts Tenant Finish Project 23K SF Tenant Finish Project in Bank Tower Bldg IP P Zi Trusted sites Proceed to fill out project information paying attention to required asterisked information ref next screen Once completed gt Click BidCaster User Guide Page 70 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps MirrorPlus Estimator Sierra Construction Mgt Inc log out When all data is entered See SEE TRY please click here to Create New Project PlanWell Enterprise pro ect home exit Create New Project Planroom gt Project Details Project Details indicates required fields Project Name School Project Project Number C05 036 Bid Due Date 2 22 2006 Time 12 00 AM Project Password Sa Job Walk Thru Date 1 30 2006 E3 Time 12 00 AM SE f Plans Return Date Time 12 00 am ES Project TimeLine start 1271 2005 TE End 2 24 2006 P ime E S Ge Deposit Amount Project Description 157 000 SF High School i 220 Refund of Deposit Yes O No Bid Instructions Reference Specifications Site Address1 Plans Available
97. equired It is important to note that hyperlinks will not transfer when pasting In this case it is the BRT that needs to be re established since this example reflects a Broadcast template that ties to a Response template i e the Double Template Approach described earlier in this chapter gt Enter the required BRT link gt Modify the BRT link sentence as desired optional gt then save the document before closing If you do not want to take time now to learn about ITB Templates and wish to use pre defined templates provided with the program please skip this section and proceed to the next required step Merge Tags amp Critical Links U The Template Toolbar During an edit session the toolbar below is displayed above the actual template The toolbar consists of standard formatting tools plus several BidCaster specific tools for adding merge tags merge fields and inserting logos Understanding which toolbar icons accomplish which tasks is critical to becoming proficient at using the template editor Reference the Template Toolbar partial screen below EE Select Template File Enter a new filename to save as Single Broadcast Default htm iv help quide FER ee T nce Renee H ae ne a E LA OF Tahoma sii m Normal gt Merge Tags v BRIBA H Zoom si _ Reference General Buttons as shown below Please note not all general buttons listed have been activated since they are not applicable to
98. erra Construction Mgt Inc log out PlanWelr Enterprise Planroom Repro Services Address Book Order History Return to Project Import Contacts Export Contacts Send Email User Permissions Address Book gt Users Listing Add Employee Add Contaci Manage Groups Users Listing LEZIT Ea Baste CC lin Fret Wen Ei vais D wth Active Status only DateCreated D D Click here for advanced search options Wall Covering C Ford Graphics Group amp Ge Wijesuriya 415 777 9346 415 957 1139 dilo fordgraphics com 0 09720 Fabric 11 11 2005 Wall Covering i ET Mercury LDO amp miquel Garcia 702 794 4400 702 794 3670 mgarcia mercury 0 09720 Fabric 11 11 2005 Ido com Wall Covering db Leslie Kiger 949 660 1150 949 975 1125 lesliek ocbinc com 0 09720 Fabric 11 11 2005 Wall Covering TT Brownies ob Jeff Briggs 916 443 1322 916 443 4370 jbriggs browniesrepro com 0 09720 Fabric 11 11 2005 i SE EH oor aaa ee page 13 345678 The Manage Groups screen now appears and defaults to display all Bidders inside the Address Book Use the various filters to quickly search and identify Bidders that you wish to save as a Group Name BidCaster User Guide Page 30 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book Eternal Metteg wierusoit Internet Explorer Find search in Company Name CSI Trades Trade Rating Territories all items 00130 Electrical 01005 Constructio
99. ervices 01005 Construction Organizations 1 01003 Reimbursable Expenses 01006 Professional Organizations 1 01004 Mileage Expenge 01007 Industry Organizations 01008 Government Agencies 01009 Regulatory Groups 01010 Summary Of Work 01015 Design Support Services 01016 Computer Aided Design amp Drafting 01017 Models Renderings amp Photography zeen cade 01018 Cost Estimatin 101019 Aanutackirers Support Services CODE Rating DESCRIHMION Add New Edk Trade 01020 Allowances 01004 1 EI Mileage Expense Note Adding a new trade will also update amp add to your company s master trade listing Save Changes Once all custom codes have been entered gt Click Save Changes The Edit Contact screen will appear and display all custom codes BidCaster User Guide Page 38 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book ej Ndd edit Siiploys Contice Merosi ere Eltre DIE i Edit Conta c New Contact Information Other Important Information C ustom First Name Last Name Primary Location codes will Custom bau display Company Name Rating Trade Edit here Custom Codes 1 01001 General Conditions Address Line 1 Address Line 2 1 01002 Reimbursable Expense 1 01003 Reprographer Services _ aan Steg 1 01004 Mileage Expense E City State Territories Edit Any Town California Zip Code Office Phone Ext Cell Phone 111 222 3333
100. estoration of all lost data gt Go to Address Book gt Export Contacts gt Select to export by Excel or CSV comma separated values gt Use the drop down menu to select the Group Name in this case All Subs Suppliers Alimixport Microsort Internet Expl Ex Excel OCSV Group None ES S gt Click The program will automatically assign a name to the file ref next screen EIS Vosiilestey Do you want to open or save this file ech Name ABook_ALL SUBS SUPPLIERS xls HI Type Microsoft Excel Worksheet 80 0 KB From order e arc com While files from the Intemet can be useful some files can potentially wi ham your computer If you do not trust the source do not open or save this file What s the risk gt Proceed to save the file to your hard drive K Adding Custom CSI Trades BidCaster now allows the creation of custom CSI Trade codes with associated descriptions The first step is to create a Bidder called Custom Codes in which custom codes will be created Whatever custom codes are created for this Contact Bidder will become available for selection to all in your Address Book To accomplish the following process must be followed verbatim all steps must be followed without exception gt Click on Address Book tab gt Click on Add Contact gt Enter Custom Codes data shown below BidCaster User Guide Page 35 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book
101. etting Started Kn m G BidCaster Screen Tabs The Project Summary screen has 4 tabs which you can select Use these tabs to navigate between major components of PlanWell and BidCaster Public Planroom To view public projects posted by your local PlanWell Provider Bidders may access and view projects without the need of a project password To view a list of your own confidential projects read private Projects can be added edited or deleted from this list This list can reflect old and new projects Access is provided only by a project password to view such projects This list typically reflects those projects you are actively working on during design bid or construction phases This provides access to specific individual projects by entering the project password This tab is typically used by Bidders H Company Planroom Screen From this screen you can Create a new ITB project View edit existing projects Show All Projects Filter by ITB projects only Filter by projects without ITB Add projects to My Favorite Projects add to favorites e g create a short list of active projects e View broadcast view broadcasts regarding status information statistics for each project e Access individual projects via Guest Access y ag x l MirrorPlus Shier estimator Sierra Construction Mgt Inc log out PlanWell Enterprise HAPURA Repro Services Supplies Address Book My Account Order
102. example change orders meeting minutes any type of communication This recognizes that BidCaster is simply a communication engine that can send and track any type of information b Turn on Email Response Template If you decide to use a Double Template Approach you ll need to turn this on since a Response template is now necessary gt Select Check box Turn on Email Response Template gt Select desired template gt Click if the template requires modification Vi Optional Invitation Settings Turn on Email Response Template Default Response htm E learn more h AddendaNEW Res se Default ht TT Forward Bid Acknowledgment to my GEES GE learn more ka eck TO Set AUTO Reminder on Ladaivional Charges May apply learn more Reminder Date E Time 12 00 ANM J Auto Reminder Template Default Auto Reminder htm E C Select to Include APO Assign Print Order learn more c Forward Bid Acknowledgement to my email Select this option if you desire a copy of each bid acknowledgement emailed immediately to your inbox immediately after submittal by a Bidder In this day and age where it s important to know immediately when a critical Bidder drops out of a bid the value of this service becomes apparent Vi Optional Invitation Settings Change Broadcast Acknowledgment Type Invitation to Bid Milearn more C Select to Include APO Assign Print Order learn more BidCaster User Guide Page 86 of 117 Rev 12 06
103. fied Landscape Services Inc 4 02900 Planting Address Line 1 Address Line 2 301 E 20th St City State Territories Edit Norfolk Virginia Country Zip Code USA 23517 Office Phone Ext Cell Phone 757 623 1111 Union Alternative Phone Fax Notes Comments 720 222 2410 Email any estimator comcast net Title Compyny WebSite User Status Active Indicates Required Information Minority Classification Minority Business Enterprise MBE Cl State lc Registered Cities Norfolk Note Country must be selected pe aa a first before selecting State or State Province information Cl city Registered Cities Disadvantaged Business Enterprise DBE C State O city Registered Cities Disadvantaged Veteran Business Enterprise DVBE F State o City Registered Cities Federal 8a Fed 8a Reen ee J gt Then proceed to edit any criteria necessary gt Once completed select to complete the transaction A confirmation message will then appear UNierosore Inter Seiler A Employee Chief Estimator was updated successfully Ceg gt Click 5 to Create and Save Groups Now that your Address Book has been imported it s time to search and select appropriate
104. firm upon receipt of a YES bid acknowledgment N A Please submit your bid based upon the following CSI phase codes N A Click here to acknowledge that your firm will submit a qualified bid Note Please do not delete this email until after the bid due date It will be used in the future to directly access additional plans specs and addendum that may change and digitally view them free of charge Project Name Harris Convention Hall Project Owner Enter Project Owner Name Ka Done B Trusted sites E Viewing the Response Template sent to Bidders inside the BSR The pre requisite to viewing a Response template is that you must have used the Double Template Approach i e a Response Template was used in the broadcast Then the Response Template appears as shown below gt Click to open the Response Template BidCaster User Guide Page 100 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report Tal s A MirrorPlus A hier Estimator Sierra Construction Mgt Inc log out Order History Project Details Print amp Export Status Report PlanWell Enterprise N IAMIGETR Repro Services Customize this page Planroom gt Company Planroom gt Broadcast Status Report BROADCAST REPORT Refresh Page Broadcast History Project Home Resend as NEW Broadcast Broadcast Name Original Bid Set ha Project Time Zone Pacific Response Temp
105. g Templates BidCaster allow email recipients of the broadcast to instantaneously access project details view plan specifications and order plans online These links will be discussed in detail later in this chapter F Response Template used only with Double Template Approach First of all Response Templates can only be used by those Bidders accepting email bid solicitations If a Bidder clicks the link labeled Click here for plans and viewing availability inside PlanWell on the broadcast template this link will take them to the BidCaster Response Template created for this project While the Broadcast Template basically generates interest the Response Template typically provides greater details collects statistics and facilitates the viewing and ordering of plans online Response templates are named because this is where Bidders respond with a YES NO bid acknowledgement by clicking on the BA bid acknowledgment hyperlinked sentence Click here to acknowledge that your firm will submita qualified bid The Response Template uses hyperlinks to link the customer to the PlanWell system for online viewing and ordering of plans The number of pages size of the Response Template isn t a concern as it can be of any length Response Templates can be viewed and saved electronically without the need to print hard copies Bid Acknowledgement Templates are also used by BidCaster to actively prompt a Bidder via a pop up scree
106. ght forward BidCaster User Guide Page 47 of 117 Rev 12 06 05 Chapter 4 Customizing Templates Bicie aster gt While editing a template position the cursor where you want the merge field gt Click on the Insert Merge Field pull down menu and select the merge tag to insert Merge Tags wr To Contact To Company Memel To_Address 1 To_Address Click here to trigger the pull down menu then scroll down to the froo Hes desired merge tag and click to Jee el select J E We recommend creating a descriptive text preceding the merge tag as seen in templates throughout this manual You can also change the color of merge tags to make them stand out See the example POL_Message below Inserting a Merge Tag example A Planyrell Bidcaster Template Eitor Microso Internet eenen IEN Select Template File R PRerenewter Step 2 Use drop down menu Single Broadcast Default ht v Save amp Exit Exit i GE D E sca Es to select desired merge tag E E PO Od E EA Lo In this example click on gt Normal gt Merge Tags v BRI gt A amp Times New Rome 5 ff Broadcast_Attad ees O BroadCast_AP PO L_ M ESS ag e Eam Date_Today Phone Time_Toda Personal Message D INVITATI m ICE POL_Message ei 4 oe To To_Contact Phone lo_Pnon y To_Company_Name To_Address1 To_City To_State To_Zip After
107. gt Proje Order items by clicking the Ss cart icon Build a Set SR E Shopping Cart 0 Items Ga Most Current Set II Set Sheetwame N tse ITT Galnitial set Click on Broadcast History g Initial Specs F Addendum 2 Ji E RJ Contact Us User Agreement Privacy Policy Library Software Log Out amp Trusted sites A service of American Reprographics Company amp The Broadcast History screen now appears ref next screen below It lists all broadcasts made to date for the project The Completed Broadcast Summary provides a quick overview of activity on different broadcasts i e Broadcast Date amp Time Email Viewed How many Emails were opened and viewed Yes How many Yes Bid Acknowledgments have been received to date No How many No Bid Acknowledgments have been received to date No Reply How many Bidders have not yet responded Total The combined total of emails faxes and No Replys to date zm On TD Reference the following example gt Clicking on a Broadcast Name will open the Broadcast Status Report associated with that broadcast MirrorPlus thier Estimator Sierra Construction Mgt Inc log out PlanWelr Enterprise HENVIS Repro Services Printable Broadcast Summary Report Project Name Harris Convention Hall Click on a broadcast to view details Return to Project Home Project Details Completed Br
108. hat are being sent that have mistakes somewhere on the templates If a Content Provider wants to stop all emails and faxes that are being sent in a broadcast they need to act swiftly Most emails will be sent ina few minutes they are that fast Faxes are slower but BidCaster uses the most advanced and fastest fax technology available BidCaster cannot guarantee that most faxes will still not go out but catching the error early is the key When that happens gt Click All Emergency STOP 2 This will STOP all the Emails and Faxes that are not processed so far Completed and In Queue process cannot be stopped Do you want to continue with your request gt Click OK to continue with All Emergency STOP The program will immediately cease processing and sending out remaining emails and faxes You will typically see how many were stopped by looking at the BSR associated with the broadcast U Add Recipients to Broadcast This is a powerful new feature that allows a Content Provider such as a general contractor to add for instance late bidders to a previous broadcast This is again a simple process as follows gt Click Add Recipients to Broadcast ema Im Tens oe eee Vuen vy begettegtetbegdbbegege ageggetegeg TT El E SE EECHER EE Click on Add Recipients to Broadcast Yes Yes 02060 Building Dem 3 ast pr No 02082 Hazardous Ma 2 EI Si Zi Trusted sites The following screen appears
109. he Motes field is searchable online feel free to enter any custom data accordingly 12 All cells are pre formatted as text in the Address Book worksheet and must not be changed 13 Please contact your local BidCaster Provider for help in preparing and uploading your Address Book 14 Reference the BidCaster User Manual for instructions concerning exporting this data from BidCaster or Planwell 15 Minimum required data fields are indicated in red below Note this data is required in order for the import process to frork successfully 16 Note either an email address or a faz number must be entered at a minimum First Name Firstname sd Requiredfied John MiddleName MiddleName Optional Adm 24 Last Namet LastName _ L eouregpegl Smith 25 Company Name Company name RequiredFieid Am Contractor Inc 26 Tite Tite tional Estimator F WorkPhEt WorkPhEt Optional 234 S 20 Evening Phone Contacts after hours phone number Optional 222 333 4444 La CellPhone Contacts cell phone number TC Option 222 333 5555 22 Pager Company Contac s Pager LC Optional 222 333 6666 EI 25 Address2 Companys address SL Optional PO Box12345 Lan CompanyCity e L eouregpegl Amien _ _ 37 State Company State B guted Del Am State 38 County Komm RequiredFieid AnyCountry Lsap Zp Required Field 12345
110. his specific template for new users i e the Single Template Approach described in Chapter 4 You are now ready to proceed to Step 2 2 Step 2 Pick Trades Recipients amp Method of Delivery a Add Recipient Bidders This step involves searching and selecting desired recipient Bidders Subs amp Suppliers for your ITB gt Click on add recipients A MirrorPlus Ki I Chie Estimator Sierra Construction Mgt Inc log out PlanWell Enterprise vETAIETR Repro Services Supplies Address Book My Account Order History Project Home Project Details Broadcast History Incomplete Broadcasts Company Planroom gt Harris Convention Hall gt New Broadcast Create a new Invitation Review amp Submit Save Changes Vv Invitation Details Broadcast Name Orginal Bid Set UU 2 03 2005 10 28 AM Click here to search and From Information Company Any Co select recipient Bidders Email Attachments Fax AttachAents edit Project amp Bid information learn more _ select to show details Project Name Harris Convention Hall Bid Due Date 49 9 9005 el Time 12 00 AM Choose Broadcast Template learn more Single Broadcast Default htm E Edit html editor help quide Vi Pick Trades Recipients amp Method of Delivery Total Counts Recipients 0 Emails 0 Faxes 0 add recipients remove selected remove all save changes Apply changes to Master Address Book Sort listi
111. holders Proj Settings Reports Proj Add Book Package Notification FAQ Manage Packages Planroom gt Ca SCT Home project Harris Convention Hall exit Order items by clicking the Ss cart icon Start My Order Quick Package Order Digital Download Build a Set Igniti Shopping Cart 0 Items eae sss Tree directory displays posted p Initial Set a tial ani plans specs and addenda Gg Addendum 2 A service of American Reprographics Company Contact Us User Agreement Privacy Policy Library Software Log Out SI https order e arc com arcEOC Ent_BCList aspx vt 1 8 Trusted sites Chalet The New Broadcast screen now appears It is now a matter of following Steps 1 through 3 A quick overview of the process is outlined as shown below 1 Enter Broadcast lia e Name MirrorPlus W Estimator Project Home Project Details Broac 3 Verify From Information and Project amp Bid Information is correct Edit if necessary Ursin Repro Services Company Planfoom gt Harris Conve ___ 2 Click to upload required email and fax attachments Create a new Invitation Vv Inyitation Detaifs Broadcast Name Original Bid Set Review Broadcast D From Information learn more select to show details Company am Contractor Contact Chief Estimator edit Project amp Bid information learn more C select to show details
112. hout a customer s written express approval 5 Can ITB emails be forwarded to other Bidders who were not invited If so Why a Yes The primary reason is that Subcontractors will typically want to conveniently forward these to Suppliers who will be preparing and submitting pricing 6 What s the initial BidCaster setup process How do Content Providers get started a First obtain the Content Provider s list of Bidders in digital format i It must have CSI code s information listed for each company At a minimum major CSI code divisions need to be assigned to each company ii It must have a company name contact and fax number for each company b Your ARC reprographer will correctly format the list and upload it into BidCaster c Your ARC reprographer will request a copy of the Content Provider s company logo in digital format jpg gif or pgn files are acceptable d The initial ITB message broadcasted will be by fax reflecting a request for email addresses from all Bidders e Bidders can contact your ARC reprographer with email address information and enter it into a Content Provider s Bidder List at no charge 7 What other ITB products compete with BidCaster a Bid Fax b WinFax c iSqFt 8 Is BidCaster SSL protected a Yes but only where sensitive confidential information is involved such as Credit Card or financial information b Note Because SSL128 Bit encryption typically slows down appli
113. idCaster is now integrated inside PlanWell as one program b They now share the same Address Book formerly defined as a Bidders List c BidCaster s broadcast process is significantly streamlined d BidCaster is faster rewritten using the latest programming technology 3 Assign Print Orders General contractors may now define individual prints orders including delivery for various Bidders which are automatically placed once Bidders submit an online YES bid acknowledgment through BidCaster a Print on demand now represents significant savings for Users b Saves significant time and effort through automatic print order and delivery BidCaster is the only ITB product that offers this unique and powerful feature which we believe will rapidly become an industry standard Search Address Books now by Area Code Custom CSI phase codes and descriptions can now be used Use of a single ITB broadcast template for increased simplicity Auto Reminder Notices sent to Bidders are now customizable in same manner as Broadcast and Response templates 8 Add additional Bidders to an existing Broadcast Status Report via subsequent broadcast 9 Interrupted broadcasts are now saved as Incomplete Broadcasts with no data lost 10 A Planholder s List is automatically saved as a Group for immediate use in a broadcast 11 Easier data exchange with third party programs a Easier to push pull data through use of a mapping wizard b More data is
114. iders such as general contractors already have some sort of existing Bid List or Address Book prepared in a digital format such as an excel word dbase text tab or comma delimited file Today s software programs typically export to an excel file or to one of these formats Your local PlanWell BidCaster Provider can help format this data and upload it into BidCaster Caution If preparing an Address Book exported from an existing BidFax database the data must first be scrubbed to promote an error free upload We have found through experience that BidFax spreadsheets have numerous embedded commands and special formats that need to be stripped out This is accomplished by importing the BidFax spreadsheet into Microsoft Access then exporting back to Excel and saving the file Your PlanWell BidCaster Provider can help with this task if your firm doesn t have use of Microsoft Access Again this is a required process only with BidFax Caution When using the PlanWell Import Template xls please do not change any descriptions shown anywhere on the spreadsheet This specifically applies to Worksheet Tab descriptions and column header descriptions Changing any of these will cause a failure to successfully upload data into BidCaster B Downloading the PlanWell Import Template To download the import template gt click on the Address Book tab MirrorPlus E Ash International log out ER PlanWell Enterprise HeLena Repr
115. import template for your specific situation A htpnistagingt planwell com Panwell Import selectrile import options Microsott aere Explonen B el EN Import Step 1 of 3 Source file type Microsoft Excel Select file for import Column Header Present Follow Template L Duplicate Records First Last amp Company nan Note Click here to download a Standard PlanWell template file along with help instructions This triggers the following instructions to display MErosofe raran Enora Select StdPlanWell Template if you have prepared your import file following the Plan Vell template link below Select Bidcaster Import Template if you have prepared your import file following the Stand alone BidCaster import template Select Bidcaster Export template if you have the import file automatically created using the Export process from the Stand alone BidCaster application Each of the above three import situations are addressed individually below Please find the one that matches your situation before proceeding C Download Standard PlanWell Template gt Select Click here to download a Standard PlanWell template file along with help instructions BidCaster User Guide Page 15 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book e tt d stapngt planwellicom Hanwellimpont selectnile timpornophons Oste Intorior eanloror Sele Import Step 1 of 3 Source file type Select file for
116. irrorPlus Project Number PTO Harris Ce e Haii Company Nama Any Contractor Broadcast home Original Bid Set UserName Chief Estimator Issued 11 15 2005 7 46 20AH FAAL feripents a Campas ams Primary Noatart Teberepean feni Date Time Cirgla H Cenerachag Andries ITU TUTE Come ana LU 8C2Gpn8 PiarssAe T D Maan Ine Tie Bpeeitim prBteemc ptn LEWES Pid sae Hedging Hnzenre Entimating Aneg ire i r Rome niL LSS PAP BAM _Sumary Fr Brendes Original hd St Teal BAILS Summary Fer Prajedt i Haris Convention Hal Page through report neat HETO_Marris Convention Hall commen USING arrows Shown 37 Primacy Laatat Ta Beregpeang Amy Cenpwctor Chief ny Men emg pn ne IP TEOD ER Ridgedya Southern Zen Ankrestimu orfrC zen Eug pes LIXROGPD G RR 3GAM Waisper Walls of WA SORA SPY TO TO CHE NIR TE LIBS Bees Bin Bighe Crsprneran Carp Grice sey eo cnc eee ESE SOOS 61 ber Se Becke Builders Supply E Bet Argent ior Cem ane LNIBr2onn GrERO6ANM Bmgcuntsgel Darid anyem ameba Comtgeille Buildag Mavanals Ier l IO TE DT ETH P P Tider neng Crpwal Sr zez Click here to print Praon Led Casimating B xpIDPR fr RER RE nit S Safety Deve ea APRN ene osm het h Acewitical Begourceg Bust Aven lr Agr Cen ER net O ut t l S re po rt 7 It Beuta Compacts Ier The Estimating APY RTS CUM eT l d Barkis Partivioeg iar HI SAY ROT Coens eee WI CO nve rt a n p rl nt Timber Sp items Robart B x ip Af eniem Toriai Dorrell Tisy Pa eat a as a n
117. it Internet Explorer Show All Trades O Show Trades for all matching Company Name Sub 1 CSI Trades All E 05650 Railroad Track and Accessories Ko 02010 Subsurface Investigation 05710 Ornamental Stairs 02055 Sails 05715 Fabricated Spiral Stairs 05700 Ornamental Metal 05720 OQramental Handrails and Railings i il 05 730 Omamental Formed Metal 05725 Omamental Metal Castings 02050 Demolition 05740 Ornamental Forged Metal05 00 Ornamer me 02002 Hazardous Material Abatement 05600 Expansion Control 02146 French Drains 05610 Expansion Joint Cover Assemblies 02060 Building Demolition 05820 Slide Bearings wl L Viewing Email Status Details within the BSR gt Click on Email Status information for a specific Bidder Name Click on status message to open zss gt ondsd the Information Update Form Richard 03000 Concrete 4 Not Yet Donovan 04000 Masonry 4 Responded m Acoustical S 09520 Acoustical Not Yet C Ridgweys Southern Jeff Brovm 92720 Fabric Wall Fi A L Masonry STlatempgtort Udara Foni Alert urarii Bae Email Address of Chief Estimator anyestimator comcast net Date amp Time stamp information is displayed Status Message Email ID anyestimator comcast net Status Sent 12 04 2005 01 39 PM Changes can be saved to the Address Book Turn ON Email Cl Apply changes to Master Address Book BidCaster User Guide Page 102 of 117 Rev 12 06 05 Chapter 6 Broadcast St
118. l KA 0 Acoustical Resources 512 259 5050 720 222 2410 anyestimator comeast net s 09820 accustical LIJI Wal Treatment E action paving and Click on Contact Name to D l Gd open the Edit Contact h LI ANE inc screen i0 Tasting 1 14 2005 P E E S nem amp employed i cored pli a a bp ZS m g The Address Book opens to initially display the User Listing screen shown above 1 Click here for advanced search options Although a Content Provider can search by selecting this link it is reserved for use only with PlanWell You will be directed to use a different search engine for BidCaster shortly 2 information You may add new Bidders online by clicking on this button It will open the Edit Contact screen ref next screen Fill out the form to add the new Bidder while paying particular attention to required fields marked by a red asterisk Cl 3 How to Edit Contact information gt To edit a bidder record click on the Contact Name to open the Edit Contact screen ref screen above Use the same method as for Add Contact to edit contact information as required BidCaster User Guide Page 28 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book te E GE tte ee Contact Microsotintermnmet Exponen Edit Contact Contact Information Other Important Information First Name Last Name Primary Location Thomas Whit Main Office Company Name Rating Trade Edit A R Diversi
119. larging as it will pixelize immediately i e quality will deteriorate It is therefore better to reduce a logo than enlarge Fortunately you ll find most logos are sized correctly when inserted especially those captured from a website To adjust gt Click on the logo to display handles gt Place the cursor over one of the handles and drag while holding down the left mouse button Be careful to maintain proportionality it may take some practice tele Glesener Jannea ditor Werosofe arisi lt olorse Enter a new filename to save as ACE Single Template Save As Select Template File Single Default Template El CECR eee 18 Merge Tags v BRIBA a US Army Corps f Engineers e It s best to resize a logo by clicking on a corner handle before dragging toa new size D From_Address From_City From_State From_Zip Phone From_Phone Fax From_FAxX INVITATION TO BID NOTICE To_Contact Phone To_Phone To_Company_Name Fax To_FAX BidCaster User Guide Page 60 of 117 Rev 12 06 05 _ PlanWell Chapter 4 Customizing Templates BidCaster gt Enter the new file name gt Click Save As W Merge Tags amp Creating Critical Links in Templates If you are familiar with the concept of mail merge you may elect to skip over this section to the next requir
120. late Default Response_h VEL save changes help Broadcast Date 12 04 2005 06 45 53 FA job walk Thru 01 30 2006 12 00 00 AM Project Name School Project Bid Due 02 22 2006 12 00 00 AM Deposit Amount 350 00 Refunded Yes auto Reminder New Groupname Saw as group Find in Company Name H OR Filter by Show all recipients E glear Selection Click here to edit the Page HR R mal pas ae IS Pat Email Plans Re S po n S e Te m p ate D F Change a Contact Name in the BSR A contact name can be edited within the BSR by gt Click ona Contact Name we MirrorPlus W Chief Estimator Sierra Construction Mgt Inc log out i Planwelr u Enterprise ETE Repro Services Order History Project Details Planroom gt Company Planroom gt Broadcast Status Report BROADCAST REPORT Refresh Page Broadcast History Project Home Resend as NEW Broadcast Broadcast Name Original Bid Set Project Time Zone Pacific Response Template Default Response h E Edit help Broadcast Date 12 04 2005 06 45 53PM Job Walk Thru Project N j i mates RE STS RECON Click on any Contact Name Bid Due 02 22 2006 12 00 70 AM Deposit Amount to open the Information Auto Reminder New Group name Update Form Find in Company Mame OR Filter by Show Resend EMail __ Resend Fan 1 Resend EMail amp Fax ALL Emergency STOP Add Recipients to Broadcast Pagei 2 02010 Subsurface Sr
121. le especially when compared with faxes occasionally you will observe a Failed message appear inside the BSR After verifying that the email is correct or corrected resending emails is a very simple process gt Check box under Sel all bidders who have a Failed Message for emails gt Click on Resend Email ral L MirrorPlus el nator Sierra Construction Mgt Inc log out PlanwWell 2 Click Resend Email Eterprise ress Book My Account Order History Customize this page rroject Details Print amp Export Status Report Planroom gt Company Plarfoom gt Broadcast Status Report BROADCAST REPORT Refresh Page Broadcast History Project Home Resend as NEW Broadcast J e al S S Broadcast Name priginal Bid Set EI project Time Zone Pacific Broadcast Date 12 04 2005 01 38 20 pm Job Walk Thru S S R Plans Return Project Name Harris Convention Hall DepositAmount 0 00 Refunded No Bid Due 12 02 2005 12 00 00 AM New Group name 1 Check box the bidder that requires an email resent Auto Remigider Find mn Compefy Narr Resend EMail Resend EMail amp Fax ALL Emergency STO EE 1 2 Page3 Company p x a H ke CES Eth SEN e sn Bi ST P H eg x N E x AS i Sic gt ee WO geen em Pa ZS Mpenec sew c Not Yet Responded None No No na MBE WBE DBE DVBE Sub A None No No No na MBE
122. lectrical codes loaded hence none display in the drop down list Selecting one of these major divisions will automatically cause the vertical scroll bar to access the beginning of that specific CSI Division gt Use the CSI Trades pull down menu to select the desired major trade category Use pull down to view all major CSI Divisions that exist in your EISES DN OX Address Book Select desired Division 09 FINISBES 10 SPEGALTIES Use the vertical scroll bar to manually access desired CSI Trades inside the listing box Find OO O OOO g CSI T RES SONRY EX ol 1000 Masonry 04100 Mortar 04150 Masonry Accessories 04400 Stone 04405 Flooring Carpet 04430 Quarried Stone Gel Select to highlight multiple CSI Trades using standard Windows Commands Find ei hold Ctl or Shift keys down when CSI Trades doing so 04100 Mortar 04150 Masonry Accessories 04405 Flooring Carpet 04430 Quarmied Stone 04440 Flagstone gt Click Execute Search Results of the search will now display ref next screen BidCaster User Guide Page 81 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps e fitres fordor are E EE Meter ntsrise lt olursr Find _ search in Company Name j Trade Rating CSI Trades 04 MASONRY el 1 2 01005 Construction Organizations Minority 01016 Cost Estimating 01065 Professional Consultants Ka MBE WBE Gell Clear Filter 7
123. lorsr Select Template File Enter a new filename to save as Single Default Template ACE Single Teprptate Savo Ae E L S y e Make sure the logo is still selected and displays handles before inserting This is how the program knows where to replace an existing logo BidC ster From_Rddress From_City From_State From_Zip D D D D D D Otherwise it will insert the logo wherever the cursor is positioned Browse Files l Upload Image Image URL UserWorkArea 2026 ImageFiles ACE Logo o To To_Cont ro Comtgeze Name Size To_Addrt To_City ACE Logo jpg sl arctogomed aif From From_q From_q wm Se sl bidcaster logo gif 2KB sl bidcaster gif 2KB el Bondfield gif 2KB sl ent_pwbidcaster gif 7KB logo tb JPG 5KB sl logo_pepper _indiana gif 1KB sl Mortenson Logo gif 11KB 7 A POL_Messagt Gentlemen Your firm is invited ti Please download thi The followina nlans will he nravided to vour firm upon receint of a YFS hid acknowledament RroadCast APOI El Done B Internet The screen will refresh and display the newly inserted logo ref screen on next page If the logo needs adjusting be careful especially when en
124. lows Company Name Phone Primary Contact Cell Phone Position Type Fax Address 1 Email Address Address 2 Website Address Country Notes Custom City CSI Phase amp Rating State Territory Zip Minority BidCaster User Guide Page 19 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book islets A B C D z F Company_Name PrimaryContact PositionType Address Address2 Country Caution Header names must not be changed or relocated Caution Again header name and column cannot be moved or changed in any fashion Once complete the data should appear similar to that shown as follows A E ee c IE D g 49 Encompass Electrical Technologies Mike Kennedy Dist President 1129 Executive Blvd E 50 Coggin Electrical Specialists Estimating 317 Azalea Lane DI Shoreline Mechanical Inc Mark Long 522 Central Dr Suite 104 52 Johns Brothers Inc John King 1384 Ingleside Rd 53 Structural Mechanical Inc Mike Taylor Estimator Proj Mgr 2844 Crusader Circl Suite 300 54 AITB Inc Estimating P O Box 6055 55 Warner Moore amp Co Inc Richard Midgett President 129 Sykes Ave P 56 Virginia Storage Systems Inc Sheila Huff 1147 Chesapeake Ave 57 Engineering Steel Equipment Co Mike Coltrain Sales Engineer 1307 Boissevain Ave Py 58 BFPE International Jim Russell 822 Professional Place West Carpet Gallery hu Whisman 1 3312 W Mercury Blvd 5 60 Dillon Stone Corp Stua
125. m Repro Services ZEN Order History Enterprise My Account gt Account Preferences Click on any service link below to view or edit your company defaults Save Changes Account Preferences KZ HIE Te TE CSO LE EINET D ease Flat Sierra Construction Mgt Inc Default Account Preferences Small Black amp White incl PlanWell Small Color Large Black amp White Large Color incl PlanWell Traditional Reprographics Plan Well Large Black amp White only PlanWell Quick Package Order only Miscellaneous A service of American Reprographics Company Contsct Us User Agreement Privacy Policy Library Software Log Out gt Click on Add for any desired Template MirrorPlus hier Estimator Sierra Construction Mgt Inc log out PlanWell Enterprise PlanWell My Account gt Manage Templates Click on edit button to update or add new templates ler E EENS LKE Ier EISE Rieder Manage Templates Manage ITB Templates Broadcast Templates Double AddendaNEW Default htm Click on Add for any Email Response Templates d i d t t AddendaNEW Response Default htm Add esire em p ate Auto Reminder Templates Default Auto Reminder htm A service of American Reprographics Company Contact Us User Agreement Privacy Policy Library Software Log Out DN Trusted sites This will open a blank screen as follows ref next screen gt Place a blinking cu
126. m gt Find PlanWell Locations Nearest You gt Access Licensee website shown Click on sign up now Required registration information is denoted by a red asterisk next to the information requested Online registration only takes a few minutes and typically is activated within 24 hours A PlanWell PlanWell BidCaster Provider representative will contact you with your username and password information once established D Existing BidCaster User Registration Existing users of the old program will automatically migrate over to the new release effective 12 31 05 This will be accomplished by their local BidCaster Provider Note this may involve issuance of a new user ID amp PW to match that used in PlanWell E Accessing BidCaster gt Users can access BidCaster at www planwell com gt Find PlanWell Locations Nearest You gt Access Licensee website shown A valid user name and password is required before logging on Login screen to BidCaster ref next screen BidCaster User Guide Page 10 of 117 Rev 12 06 05 Chapter 2 Getting Started MirrorPlus Digital Document Management amp SNe Pierce PlanWell Todays standard in user guide User Name estimating anyconstruciton com New Users click a oe here to sign up Online invitation to bid forgot your password 1I VV made easy user guide Not a member ye sign up now Login here to access Private Company Planroom
127. m Send out Project ITB Broadcasts Authorized Access Only Project Number Password Order Reprographic Services over the Web user guide Click here to download the BidCaster User Guide EWO Repro Services Home EWO Home Contact Us User Agreement Privacy Policy Library Software E ARC com Bookmark Us A Service of American Reprographics Company Note This site is best viewed with a s een resolution of 1024x768 on IE 5 or Netscape 6 amp higher gt Click on the User Guide to download this and other manuals F PlanWell s Company Planroom Once logged into BidCaster you are placed inside your private Company Planroom inside PlanWell reference the following screen Company Planroom screen MirrorPlus A Chief Estimator Sierra Construction Mgt I og oL PlanWel Enterprise Planroom Order History Broadcast Billing Report Planroom gt Company Planroom Click on a project to view project details ats eure Company Planroom ilar litte TE CH BC eee Find E Harris Convention Hall Locate the four tabs at the top of the screen as follows Commercial Office Build view broadcasts Church Project view broadcasts Tenant Finish Project gt Public Planroom gt Company Planroom gt My Favorite Projects gt Guest Access ER BidCaster User Guide Page 11 of 117 Rev 12 06 05 Chapter 2 G
128. m_FAX diane INVITATION TO BID NOTICE Ta Ta Contact Dhana Ta Phannal BidCaster User Guide Page 66 of 117 Rev 12 06 05 Lt PlanWell Chapter 4 Customizing Templates BidCaster gt Select a color by clicking on it then verify color and shade are correct You may also want to bold the text to further emphasize it BB Font Style and Size For more dramatic templates use these pull down menus in combination with tools above i e change font color to change the template s look and feel Under the pull down menu for each category the options are Style Menu Font Menu Size Menu Normal normal text Arial 1 8pt Heading 1 Arial Black 2 10pt Heading 2 Arial Narrow 3 12pt Style Menu cont Font Menu cont Size Menu cont Heading 3 Comic Sans MS 4 14pt Heading 4 Courier New 5 18pt Heading 5 System 6 24pt Address Tahoma 7 36pt Formatted Time New Roman Definition Term Vendana gt To change the style font or point size for text highlight the text first then select the desired affect from the corresponding pull down menu The following screen shows examples of several font styles Gentlemen Your firm has been invited to submit a bid for the following project Please download the following files if applicable Broadcast_Attachments POL_Message If you received this document only as a fax please indicate your intention to submit a bid below and fax back t enter fax number YES NO
129. mail Attachments edt Fax Attachments TI Manage file Atta Revew amp Subm Broadcast Date 12 04 2005 12 06 PM From Information learn more C select to show details Company Any Construction Co Contact Chief Estimator Project amp Bid information learn more C select to show details Project Name Harris Convention Hall Bid Due Date 12 2 2005 P Time 12 00 Au Ei Choose Broadcast Template learn more Single Broadcast Default htm leo html editor hel i nts Libra Ki Pick Trades Recipients A Method of Delivery Total Counts Recipients 13 Emails 13 Faxes 0 add recipients remove selected remove all save changes Be changes to Master Address Book Sort listing by First Name Last Name D Any Contractor 1 Chit Estimator e anyestimator c CO 720 222 2410 Select a quick Email Fax option EJ Click here to Add Edit CSI Trade Mo1005 loos Mo106s Construc Cost Est Professi O spa S Se Ji m fnyestimatorge Click here to Add Edit CSI Trade Mo2010 Mozo0s0 Subsurfa 02060 Building M o2055 Demoliti Soils Mo20s2 Moz2146 Hazardou French D m e JB E anyestimatore Click here to Add Edit CSI Trade E CT 720 222 2410 Be c 720 222 2410 BEN Mooo10 Moz0ss Moz2146 vi l Done S amp Trusted sites G Deleting Broadcasts Broadcasts can be deleted inside either the Completed Broadcas
130. matically enter a name for the broadcast ref next screen The program will enter an automatic name which can be edited Broadcast Name New Broadcast ID 2821 It may be edited so for demonstration purposes we have entered Broadcast Name Original Bid Set Note if this was a broadcast required for an addendum you might have entered Addendum 01 b Manage File Attachments Library Clicking on the this link opens the associated dialog box below Email File attachments are limited to a maximum size of 1 MB which is the size that virtually all ISPs Internet Service Providers across the country can support Note BidCaster will now automatically convert digital files to a faxable tif image Email Attachments Fax Attachments Bid Instructions doc Bid Instructions doc Click here Proceed to Browse and upload any files to be attached or faxed with the ITB broadcast Once uploaded click on the Close button Once uploaded files will appear in the All Files Listing box BidCaster User Guide Page 76 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps hh c Edit Email amp Fax Attachments Next to Email Attachments or Fax Attachments gt Click on edit Email Attachments Bid Instructions doc ax Attachments Bid Tretructions doc Click here The Select Broadcast Attachments screen now appears enee Broadcast Attachments Merosore hs l a Ed
131. mit your bid based upon the following CSI phase codes Price_CSI Codes The revised template now displays ref next screen Notice how each link and merge tag operates according to specific notes provided BidCaster User Guide Page 62 of 117 Rev 12 06 05 Chapter 4 Customizing Templates Bie aeter Fa AlhttpHistagingt planwellacom Banwell Bidcaster Template Editor Microsoft Internet Explorer FB Ba Ph C ST a f it This tag will populate with an editable sentence that typically reads Click here for plans availability inside PlanWell It allows immediate one click access to view plans and specs online inside PlanWell by Bidders free of charge lt p Times New Romz 3 r US Army Corps _ of Engineers KE From Address From_City From Stater From_7Zip Phone From_Phone Fax From_FAX This tag populates with various email file INVITATION TO BID NOTICE attachments To To Contact Phone To_Company Name Fax To_Address Leger This populates with From From_Cortact Phone From_Phone app li ca bl e CSI codes amp From_Company_Name Fax descri ptions This populates with specific print documents to be provided to each individual Bidder Gentlemen Your firm is infited to bid on the fallowing project Please dowfload the following files if applicable Broadcast_Attachments PO
132. n to indicate their desire Yes or No to participate in a bid BidCaster captures bid acknowledgment information and provides Statistics number of Yes No Pending replies obtained from all Bidders via a Broadcast Status Report G Auto Reminder Templates Auto Reminder Templates are now customizable ref default template below We recommend inserting your company logo to replace the existing default BidCaster logo Also please be careful not to delete the link sentence shown within when customizing H Pros amp Cons of Single versus Double Template Approaches Single Broadcast Template Pros a Easy amp simple to use b Easily understood by GCs and Bidders c Promotes higher participation by Bidders due to simplicity d Can be emailed and faxed Single Broadcast Template Cons a Difficult to limit broadcast templates to one page to minimize fax costs b Can t correct mistakes on template after sending a broadcast Double Template Pros a Broadcast Templates can be limited to one page to minimize fax costs b Response Templates can be corrected after a broadcast is launched c Response Templates can be unlimited in length Double Template Cons a Slightly confusing to some GC Users and recipient Bidders may promote slightly less participation by recipient Bidders b Response templates can only be emailed not faxed I Recommendations re Single vs Double Template Approach a If you do not make typing mistakes
133. n Organizations 01016 Cost Estimating 01065 Professional Consultants 01410 NSPECTIONS Company Name Ad Pagel 21 231 411 511 611711 81 191110 1 111 121 131 141 151 161 Any Contractor Chief Estimator Typical Town California Pl 12345 anyestimator comcast net 720 222 2410 111 222 3 01005 Construs 1 O01018 Cost Esg f1 01065 Professs 1 Ridgways Southern Jeff Brown Houston Unknown 77036 ar S o Bee jbrown ridgways com 713 782 2862 713 782 8 You may search simultaneously using the various types of filters shown i e CSI Trades Trade Rating Territories Union amp Minority Status as desired using drop down menus shown Multiple filter criteria are selected by using standard Windows commands eJ iros ordar sire EH EEN MEET ase vWMerosofe arnar lt nlorsr K l Lal EN pes Find ohearen in Company Name D CSI Trades 06 WOOD AND PLASTICS A Territories 06100 Rough Carpentry A 06130 Heavy Timber Construction 06600 Plastic Fabrications 2 07000 Thermal And Moisture Protection a 08100 Metal Doors And Frames EN 08200 Wood And Plastic Doors all items Clear Filter Select a Group Select a group N Sd Note only CSI trades that exist in Master Address Book Bet Ests Rei gee om iil 91 Te the Address Book appear in the SELECT PAGE SELECT ALL UNSELECT ALL Sort listing by First Name Last Name Cq F _ Save Changes to Selecte
134. ndle Name must not contain these S w amp lt gt special characters Once finished gt Click Save Changes amp Close The screen will refresh to display that Civil Plans have been added to Manage Bid Packages ref next screen Broadcast Settings Manage ITB Templates Manage Bid Packages html editor help quide Add a Package Edit a selected Package Broadcast Templates e Civil Plans Double AddendaNEW Default htm Aca Set As Default Template Restore Default Templates Email Response Templates AddendaNEW Response Default htm RJ Add Auto Reminder Templates plan set Default Auto Reminder htm RJ Add Set As Default Template Restore Default Templates Done B Trusted sites Civil Plans have now been added as a virtual Use this process repeatedly to define and add all desired virtual Bid Packages Once complete it should appear as follows Manage ITB Templates Manage Bid Packages html editor help quide Add a Package Edit a selected Package Broadcast Templates Double AddendaNEw Default htm H Aadd Set As Default Template Restore Default Templates Email Response Templates AddendaNEW Response Default htm Set As Default Template Restore Default Templates Auto Reminder Templates l Default Auto Reminder htm Elada Set As Default Template Restore Default Templates Si Done amp Trusted sites Use Edit a selected Package to make necessary changes later as
135. ng by CSI Trades Trades CSI Trades First Name Last Name Company ane sel Company Name amp CST Trades Contact Name First Last Email Fax Personal Message _ BidCaster User Guide Page 79 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps The program automatically defaults to display all Bidders within the Address Book Searching is accomplished by using various filters indicated Each filter is explained in detail following this screen You may proceed to search by CSI Trades or use Find to filter by Company Name First Name Last Name Phone City Zip Notes Area Code new enhancement State Name Trade Rating scale 1 to 5 Minority Territories City amp State Union status Union Open Shop or All or by Group name LAPSE a ACTA EENHEETEN Find sub search in Company Name CSI Trades All be Trade Rating Territories all items q all items 4100 00010 Architect 00130 Electrical ice 01005 Construction Organization Minprity 01018 Cost Estimating Stegen Union e 01065 Professional Consultants E SE all items Ka b geg BE Execute Search Clear Filter Select a Group Select a Groyp CU Open Group Save as New Group Master Address Book reset pageN Add to Selected Recipient s i Project Address Book Plar iolders List SELECT PAGE SELECT ALL UNSKLECT ANN Sort stina by CSf Trade first Name LastName Company Name Add New Contact SS aaa Check All
136. now imported and exported 12 Easier Editing of Templates Our new HTML Editor allows a Pasting directly from Microsoft Word b Easier creation and editing of templates similar to Microsoft Word 13 Significantly faster faxing with increased reliability 14 Fax attachment files are now automatically converted before sending out with broadcasts 15 Private Notes are now a viewable inside a Broadcast Status Report 16 Various Data Fields can be turned on or off inside the Broadcast Status Report 17 Deleted default templates can now be restored 18 Online time out duration has been increased from 60 to 90 minutes 19 Broadcast Status Reports can be customized to display or hide desired data fields ee BidCaster User Guide Page 115 of 117 Rev 12 06 05 PlanWell Appendices BidCaster Marketing Information A Key Features Key Feature For the first time when sending out invitations to bid by email complete plans specs and addenda are simultaneously distributed digitally free of charge to all Bidders ITBs can also be faxed simultaneously to Bidders BidCaster is a completely free service to Bidders who receive invitation to bids BidCaster integrates the invitation to bid process with PlanWell the world s largest online planroom backed by American Reprographics Company the nation s largest reprographer No registration is required as PlanWell is a freely accessible online store No
137. nts BidCaster A Welcome to BidCaster This manual covers the installation and operational use of BidCaster BidCaster has been integrated into PlanWell and upgraded with new powerful features The objective of this user guide is to provide instructions regarding production use and as a detailed reference Content Providers will benefit from utilizing the information found here Updates to this guide along with other documentation can be found on ARC and The PEIR Group Intranets Please note that only those areas of PlanWell that incorporate BidCaster are addressed in this guide PlanWell user manuals are also located in ARC and The PEiR Group Intranets B New Definitions amp Terms The following new definitions and terms apply 1 Address Book was formerly referred to as a Bidders List These terms are interchangeable throughout the guide 2 A Favorite Bid List is now called a Favorite Group As you recall this term relates to a pre defined subset of Bidders derived from an overall Master Bid List Address Book database 3 An RSVP Notice is now called an Auto Reminder Notice 4 PlanWell BidCaster Provider is a reprographer who is licensed and trained to sell and support BidCaster 5 Click specifically refers to a left button click Whenever a right click is required the manual will specifically use the term right click 6 The term Select also refers to Cli
138. o Services Supplies il Address Book My Account Order History i Broadcast Billing Report Planroom gt Company Planroom Click on a project to view project details Company Planroom LYA EN KE EEE in all fields Ei show all projects EI add to favorites create a new ITB project to favorites create a new ITB project i O OB123 view broadcasts Example Office Building Low Rise commercial office core and shell with interior tenant finish TT Project 12345 view broadcasts Any Project New core and shell building Tenant improvement subsequent to leasing internet The Users Listing screen now displays Your Address Book is initially empty since no Bidder information has yet been uploaded gt Click on BidCaster User Guide Page 14 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book MirrorPlus Ashish Singh Ash International log out Click here __ r Plano pm Reg SETVICES SUPPNES PUETE My Account Order History Return to Project Import Contacts E port Contacts Send Email User Permissions Users Listing LEE E Find infestNane Bl s in Bas Sits ony QjDate crested BP Click here for advanced search options Harel Enterprise Address Book gt Users Listing The PlanWell Import Wizard appears and displays Step 1 of 3 gt Select click for help on template selection This should help you decide on the appropriate
139. o issue an ITB ahead of when plans will be ready yet still tell specific Bidders in the ITB which plans will be provided to them free of charge but only when they first respond with a YES bid acknowledgment The term virtual packages denotes that plans and specs don t yet exist inside PlanWell Virtual packages are created solely for communication purposes within the ITB message sent to Bidders and until such time as plans and specs are posted or not to PlanWell Assuming plans have not yet been posted to PlanWell proceed as follows to set up virtual bid packages gt Click Add a Package Broadcast Settings Manage ITB Templates html editor help quide ages lected Package MADAME alla d Add a Package Edita s Broadcast Templates Double AddendaNEW Default htm Ka Set As Default Template Restore Default Templates Email Response Templates AddendaNEW Response Default htm E Ada 7 Click here Auto Reminder Templates Default Auto Reminder htm J Set As Default Template Restore Default Templates amp Trusted sites Proceed to fill out all fields shown below BidCaster User Guide Page 72 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps By ene dunes Yrousrtiss Alert IESSE Bak Manage Bid Packages Bundle Name Civil Plans Media 1 Bond White Size 30X42 Binding Edge Bind Description Sheets C1 C9 Bu
140. o send free pre paid bid set prints to continue All Users for Current Broadcast Select Reimbursable Recipients Sub 30 1 Highlight desired Sub 32 J Bidders 33 Sub 33 Sub 36 Sub 37 Sub 38 2 Click to move Bidders over as Select Reimbursable Recipients Assign Print Sets gt lt lt Step 1 Bid Packages Step 3 Once all recipient Bidders are selected the screen should appear similar to the next screen BidCaster User Guide Page 90 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps CG EEEE Step 2 Select Recipients Ei KH ieee aes eel Select Recipients Step 2 of 3 Note Select your favorite bidders to send free pre paid bid set prints to continue All Users for Current Broadcast Sub 17 Sub 24 Sub 32 Sub 32 Sub 35 Sub 35 Select Reimbursable Recipients gt Click on Step 3 Assign Print Sets tab Proceed to enter delivery method and instructions as shown below gt Use arrows to copy information for fast easy use 1 Yes 2 Yes 3 Yes 4 Yes 5 Yes 6 Yes 7 Yes 8 Yes 9 Yes 10 Yes 12 Yes 13 Yes 14 Yes 15 Yes SNo Paid Contact Name Company Name 11 Yes f Assign Print Sets Step 3 of 3 Ee aE EE EH Ed Eae Step 3 Assign Print Sets Note Assign pre paid bid set prints to your selected favorite bidders Please note that if plans are available for this project an automatic order
141. oadcast Summary paseis a EE Delete Selected Complete Broadcast View All Broadcasts Report No of completed broadcast s 2 No of incomplete broadcast s 0 Click a SHEN the BSR 12 04 2005 02 51 PM Pacific 0 for this broadcast 12 04 2005 01 38 PM Pacific 36 TT Addenda 1 CT Original Bid Se 8 Trusted sites BidCaster User Guide Page 96 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report B Broadcast Status Report Overview An example Broadcast Status Report can be seen below MirrorPlus LG fet estimator Sierra Construction Mat Inc log out Supplies Address Book My Account Order History Project Details Print amp Export Status Report PlanWelr Enterprise GETT Repro Services Customize this page Planroom gt Company Planroom gt Broadcast Status Report BROADCAST REPORT Refresh Page Broadcast History Project Home Resend as NEW Broadcast Broadcast Name Original Bid Set Project Time Zone Pacific Broadcast Date 12 04 2005 01 38 20 pm oP Walk Thru Plans Return Deposit Amount 0 00 Refunded No Find jin Company Name E g OR Filter by Show all recipients Clear Selection Resend EMail Resend EMail amp Fax ALL Emergency STOP Add Recipients to Broadcast Project Name Harris Convention Hall Bid Due 12 02 2005 12 00 00 AM UU Auto Reminder erm AT na MBE WBE DBE DVBE Responcec M No MBE WBE DBE DV
142. on Export to Excel File Follow Template i StdPlanWell Template Duplicate Records First Last amp Company name Append GO BidCaster Import Template BidCaster Export Template Note Click here to download a Standard PlanWell template file alona VW ST Actions Once exported you will be prompted to save the file to your hard drive E ax Note the file will be automatically zipped and must be un zipped before importing Proceed with the Import Wizard to begin the import process BidCaster User Guide Rev 12 06 05 Page 23 of 117 t Chapter 3 Working with an Address Book gt Follow the same process as before but this time select BidCaster Export Template gt Under Duplicate Records select Overwrite gt Click on Next gt gt to proceed to Step 2 Similarly follow Steps 2 and 3 of the Import Wizard to successfully import the BidCaster Export Template into the new integrated BidCaster Once imported the screen should appear similar to the following Ey tt etappe Manwellimpoi Mapping imponi Microso intemen exploren Import Step 2 of 3 _ Mee l File Name SubAndSuppliers_DB_10_14 2005_8 23 _21 xls Content Type Excel File Size 62464 148 Record s Header Row Present Select the Excel WorkSheet Name to import Canceled 0 Operation started 10 14 2005 9 08 00 AM Dave Corbin Action Paving and Construction Records Updated Overwritten Chuck Cole
143. on Organizations 01006 Professional Organizations 01007 Industry Organizations 01008 Government Agencies 01009 Regulatory Groups 01010 Summary Of Work 01015 Design Support Services 01016 Computer Aided Design amp Drafting 01017 Models Renderings amp Photography 01018 Cost Estimating 01019 Manufacturers Support Services 01020 Allowances 01030 Special Project Procedures 01040 Coordination 01050 Field Engineering 23 45 6 7 8 9 10 11 12 13 14 15 16 Cui sear 2 Click the left arrow to move codes Ratin Click on the headings below to jump to that Division 123 465 6 7 8 10 11 12 13 14 15 16 CODE DESCRIPTION CH Assigned Trade s for selected user nm 01000 General Requirements 1 0 01001 General Conditions 1 1 0 01002 Reimbursable Expenses 1 0 01003 Reprographer Services 1 0 01004 Mileage Expense i 1 0 01011 Trash Expense 1 Highlight 1 0 01012 T emporary Fencing 1 0 01013 Temporary Power all codes to 1 0 01014 Builders Risk Insurance be moved 1 0 01021 Bond Cost Add a New Trade Code amp Description CODE Rating DESCRIPTION Add New Edit Trade 01000 IE General Requirements Note Adding a new trade will also update amp add to your company s master trade listing Save Changes Cancel gt Now Click the left arrow symbol to move the custom trade into the Company Trades Lis
144. on labor Again does in less than 60 minutes what typically takes days BidCaster digitally pushes complete bid documents out to all Bidders with each ITB Immediate Document Distribution Digitally distributes Bid Set Documents and Addenda by email within minutes of each broadcast launch Represents an Unfair Competitive Advantage since increased competition wins more bids Invite significant additional numbers of Bidders with less effort to increase your odds of being low Lowers Risk Eliminate busts in bids by distributing 100 to all Bidders 24 7 365 Bids received are quality bids since Bidders receive complete information all the time every time BidCaster User Guide Page 116 of 117 Rev 12 06 05 Appendices Bide emm e BidCaster costs can become a reimbursable expense On negotiated projects costs can now be passed onto the architect and owner for payment Ask GCs what percentage of work do they negotiate Most will say it s between 30 to 90 e Control the Pace Allows Estimators to slow down the pace and focus to exercise better judgment e Lowers Project Costs Makes for happier Owners and increases odds for repeat business e More Efficient What is benefit to bidding more projects per month Increased bottom line profits e Bidders need not drive across town to pick up and drop off plans at a general contractor s office thus saving the related time and expense e Simple to U
145. oom 05 INVITATION TO BID NOTIC These are called handles To To_Contact Phone To_Phone Pulling on them will stretch sg at se elit the logo Be especially To_City To_State To_Zip careful when enlarging as From From_Contact Phone From_Phone the image quality will From_Company_Name Fax From_FAX Email From EMAL degrade quickly Gentlemen Your firm is invited to bid on the following project Please download the following files if applicable Broadcast_Attachments POL_Message The following plans will be provided to your firm upon receipt of a YES bid acknowledgment BroadCast_APO Please submit your bid based upon the following CSI phase codes Price_CSI_Codes Click here to acknowledge that your firm will submit a qualified bid V Insert a Company Logo The first step is to replace the existing BidCaster logo with your company logo or type in your Company name if a digital logo is not available Note only gif and jpg files can be used within BidCaster Templates BidCaster User Guide Page 57 of 117 Rev 12 06 05 Chapter 4 Customizing Templates gt Click on the Image Manager icon in the toolbar This opens the Image Manager where logos can be imported and inserted ee Fis LA Upload Image Image URL UserWorkArea 2026 lmageFiles BC Logo ot Insert D companylogo E ACE Logo jpg sl arctogomed aif 8C Logo aif Kl
146. or comcas Remove broadcast Response 08100 Metal Doors 1 5 Selected X 08120 Aluminum Doo 2 Done DN Trusted sites G Interrupted Broadcasts Estimating is an incredibly busy task there are constant interruptions If you are inadvertently logged off after 90 minutes of inactivity or purposely cancel a broadcast any data entered in Broadcast Steps 1 3 will be saved for possible later use This is accomplished by using the Incomplete Broadcasts tab This is located gt Company Planroom gt Broadcast History gt Incomplete Broadcasts Project Name Harris Convention Hall Click on a broadcast to view details Return to Project Home Project Details EE CE Els Incomplete Broadcasts No of completed broadcast s 5 No of incomplete broadcast s 1 O ori i 12 04 2005 08 28 AM Pacific na na na na 13 E amp Trusted sites BidCaster User Guide Page 93 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps A list of Incomplete Broadcasts will display Simply click on a Broadcast name to pick up where you left off in the broadcast steps ref example below MirrorPlus el Chief Estimator Sierra Const ETIN Repro Services ois es tos E Project Home t Details Broadcast History Incom ple PlanWelf l Enterprise Broadcasts Company Planroom gt Harris Convention Hall gt New Broadcast Create a new Invitation Vv Invitation Details Broadcast Name Original Bid Set E
147. ordinator 195 Rosemom Pid Brien Sontore Zanen Musch Wish Walerian Kesar L opnzfeecJug Ine Propet Mango HOS Cruse Larche A vahy marulih Fo Pile Founttehz Feler E LU Hox fea gare Krach WA 2 2dbb z7IbAlldMRp Euchd d Henry smith shoreline inidusties Mike Wate Morolk Sash 8 Door Co Inc 1301 Production Pad Eddie Lester Greenville Cortractors Inc Estimator P O Bow 42 3bGreercville Mil 2789511274 kMurtorg Fid H barry Gotoh Anne E atoarmpgnlure fine Presi fl Rnllluuumc aalt 1 Rus 4194 Lu Tun Nahonal So sc3plluzz Lu FC Ho rah Columbine Tony Donovan MichAdenitic Glass Corp G05 Love Qek Drive Chiapas Jati Gay Fit Electric Inc Zlo re arn aa fe Perhaps the most valuable part of the Import Wizard is its ability to import data from an unknown third party Address Book This is done by allowing custom mapping of data to fit into a PlanWell Import Template This process is accomplished as follows For training purposes we ll assume the data is available as an Excel spreadsheet vs Text file gt Browse to locate and Open the third party file Verify that header information is available If it is not please add header titles to match that of the PlanWell Import Template with same spelling gt After complete check on the Column Header Present box Since we are not following a pre defined template Follow Template is purposely checked off gt Set Duplicate Records to Overwrite this avoids duplicates gt Click Next gt gt
148. pidly become an industry standard Content Providers will be responsible for payment of all orders when using the APO process BidCaster User Guide Page 87 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps A pre requisite to using APO is that either virtual packages must be defined or plans and specs must be posted to PlanWell Use Manage Bid Packages inside Project Details to perform this task ref next screen MirrorPlus D Chie Estimator Sierra Construction Mgt Inc log out v ITAIGETR Repro Services Supplies Address Book My Account Order History Return to Project Home Broadcast History Incomplete Broadcasts PlanWell Enterprise Planroom gt Project Details project School Project home exit Save Project Changes Start a New Broadcast Project Details indicates required fields Project Name School Project Project Number PTO _C05 036 ie l K Bid Due Date 2 22 2006 A Job Walk Thru Date 1 30 2006 PS 2 24 2006 PS e x A RF Gem am PA Project Password Time 12 00 AM Ei Start 12 1 2005 D eng D Project TimeLine Plans Return Date Time 12 00 am EI Project Description 157 900 SF High School Deposit Amount Refund of Deposit Bid Instructions 350 0000 yes Ono Reference Specifications Site Address1 Plans Available Address2 City State li a Country usa GE Plans Not Online Message
149. play with a Yes inside the BSR BidCaster User Guide Page 106 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report P APO Details inside the BSR Again the APO Assigned Print Order process is where a Content Provider such as a general contractor arranges to pay for prints to a select group of Bidders typically his A Team Inside the BSR in the APO column they appear as APO Orders ref example below E Sub24 E Sub 26 E Sub28 Sub 17 Sub 26 Sub 28 02010 Subsurface I 1 02050 Demolition 2 02055 Soils 1 02060 Building Dem 3 00010 Architect 02055 Soils 1 02146 French DI J Ch 02220 Site Demolit 5 02312 Excavatin 03370 Concrete Cur 1 05100 Structural M 1 05120 Structural S 2 05210 Steel Joists 3 05300 Metal Deckin 2 05500 Metal Fabric 2 05510 Appliances 2 05520 Handrails an 2 08000 Metal Doors 2 08100 08100 Metsl Doors Doors 1 HE Aluminum Doo 2 nd Pla Sone Weed Doors 2 08300 Special Door 1 08700 Hardware 2 08710 Automatic Do 2 09120 Ceiling Susp 1 09130 Acoustical S 2 09200 Lath amp Plast 2 09210 DRYWALL 1 09250 Gypsum Wallb 2 09900 Painting 2 09920 Interior Pai 2 09120 Ceiling Susp 1 09130 Acoustical S 2 gazte ath Sela th S Plast Gel eer il 2 09500 Painting 2 09920 Interior Pai 2 09120 Ceiling Susp 1 09130 Acoustical
150. quired password ref screen below MirrorPlus bE A sGhief Estimator Sierra Construction Mgt Ir 1 out PlanWell El planroom DE Brea count Order HO roadcast Billing Report Planroom gt Company Planroom Click on a project to view project details Click on the desired ataa Company Planroom LAA ET a Me project name l add to favorites create a new ITB project Haris eme Hall Harris Convention Hall g PEP artis Convention sn Ball view broadcasts F a C05 09 view broadcasts Commercial Office Building 120K SF 3 story Office Building Greenwood Village Tech Center O El Church co5 006 view broadcasts Church Project SOK SF Church g a TFO5 226 view broadcasts Tenant Finish Project 23K SF Tenant Finish Project in Bank Tower Bldg d B trusted sites F A Project Password Microsd BHA Enter required Project Password Passwo rd Enter Password a ae Go BidCaster User Guide Page 74 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps You will automatically access the planroom for the specific project ref next screen Note that project plans specs and applicable addenda in this example have already been posted inside PlanWell and display as required within the tree directory left side of screen gt Click Start a New Broadcast MirrorPlus Q Click on Start a Broadcast V PlanWell den EES ST EE Project Deta gt Start a Broadcast B oadcast History Plan
151. r bid projects that require all planholders to be notified of an addendum BidCaster User Guide Page 84 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps The Planholders List tab is only available for use inside Step 2 add recipients By ios Mordan sare cousureeoe ene KOVi jarami lerusofe litariise ylorer Find search in Company Name CSI Trades All Trade Rating Territories SS rl all items 00010 Architect 00130 Electrical 01001 General Conditions mm 01002 Reimbursable Expenses 01003 Reprographer Services MBE WBE Clear Filter Select a Group E Select a Group Ri Check All Uncheck All Sub 1 Sub 1 Any Town New York 11111 LU on gt Simply click on the Planholders List tab to view Bidders who have received bid documents as print orders submitted through PlanWell Once selected the Planholders List tab changes to read Show Planholders List ref screen below Caution This list reflects print orders submitted to your PlanWell BidCaster Provider through PlanWell only It does not necessarily represent a planhoders list maintained by a public agency It does include print orders defined using the Broadcast APO feature Sites sare cousareeOC ene RE EISE j Merusofe iitsrise lt ulorsr Find arch in Company Name k CSI Trades All Territories S 01001 General Conditions 01002 Reimbursable Expenses 01003 Reprogr
152. rcial Project High Rise Building Low Rise Building Project C256 05 Page 1 2 3 Residential Project g Ridgways Southern Jeff Brown Houston Unknown 771 NAa7 N Fahrir a TA For tutorial purposes we ll select Project C256 05 Now use CSI Trades to select additional codes that you wish to add to the Group name We have highlighted several Div 03 trades as shown on the next screen gt Click Execute Search Those Bidders who meet the search criteria now appear below in the Master Address Book screen gt Proceed to check box those trades desired or simply click on SELECT ALL gt Now click on the Selected Group Members tab to add these to the Group named Project C256 05 g Heros ordsr are GE Et PWManageGroupsaspx Microsotdntenmner Exponen Find o search in Company Name Close Window CSI Trades 03 CONCRETE J all items 00130 Electrical 01005 Construction Organizations 01018 Cost Estimating 01065 Professional Consultants 01410 INSPECTIONS Execute Search Clear Filter Select a Group Project C256 05 Trade Rating i Territories mmm 2 d Union MBE al tens Ei WEE E J en Master Address Book reset page REC A E OT E EE SELECT PAGE SELECT ALL UNSELECT ALL Sort listing by CSI Trades FirstName LastName Company Name Add New Contact Save Changes to Selected Group Page1 2 d 03010 Concrets 4 K vi 03
153. re 100 customizable Default Broadcast templates named below are provided with each new user account For most ITB broadcasts the Single one template Broadcast Default is the easiest template for GCs and Bidders to understand and use Any Broadcast default template that has the word Double incorporated in the filename requires a Response Template BidCaster User Guide Page 78 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps to work properly The term Double means two templates are needed a Broadcast and a Response Template Any Broadcast default template that has the word Single incorporated doesn t require a Response template to work properly Note There are distinct but different benefits to use of a Single template versus Double templates in an ITB broadcast These benefits are explained previously in this guide under Chapter 4 Customizing Templates learn mo Single Broadcast Default htm Ec J html editor help quide Double AddendaNEW Default htm Double Broadcast Default htm Tip When using the HTML editor program it is advisable to open Choose Broadcast Template and print this two page help Email Address Request Default htm i Single AddendaNEW Default htm g u id e Single Broadcast Default htm For purposes of this guide we have used the drop down menu to select gt Single Broadcast Default htm Due to the simplicity of this template we encourage the use of t
154. required Civil Plans Landscape Plans Structural Plans Architectural Plans Use Edit a selected Fire Protection Plans Package later to Plumbing Plans make changes Electrical Plans Complete Plans and Specs D BidCaster User Guide Page 73 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps Note Once actual plans and specs are posted to PlanWell they will replace all virtual bid packages You may not add any further virtual packages at that time Once Manage Bid Packages are completed you may save changes and exit as follows gt Click Save Project Changes gt Click exit ref screen below MirrorPlus EI N S H MERE EStimator Sierra Construction Mgt Inc log out g planwerr Click here to exit Sane eme coro Services Supplies nadres Wooic Ly Account Order History Return to Project Home Broadcast History Incomp cte Broadcasts Planroom gt Project project School Project home exit Or click to Start a New Broadcast Neninct Nataile Done B Trusted sites a If exiting you will then be placed back in the Company Planroom screen ref screen on next page Or you may elect to E Starting a New Broadcast 1 Select a Project Once Project Details have been entered and verified you may proceed with the broadcast process gt Select your chosen project inside the Company Planroom screen gt Click and enter the re
155. ription Save Changes Remove selected step 2 Select Recipients gt gt 8 Trusted sites Selected Bid Packages for current Broadcast will appear ref next screen Proceed to gt Check box desired packages in this case Complete Plans and Specs gt Fillin a Description if desired gt Click Step 2 Select Recipients gt gt BidCaster User Guide Page 89 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps Select Bid Packages Step 1 of 3 Save amp Close Step 1 Bid Packages EZ KH em ele lace ET KD Note Select bid packages amp click on add selected bid packages button to continue Plumbing Plans Electrical Plans plete Plans and Spe Complete Specifications Selected Bid Packages for current Broadcast sel Package Name Media Paper Size Binding Description ss em __ Complete plans zl Kl Complete Plans and Specs 1 Bond White H 30X42 iv Bes Ei SS specs v eg y mm wm d Save Changes Remove Selected Step 2 Select Recipients gt gt Done B Trusted sites The Select Recipients Step 2 of 3 screen appears Proceed to gt Highlight all recipient Bidders that will received Complete Plans and Specs gt Click on the right arrow to add Bidders as Select Reimbursable Recipients Select Recipients Step A of 3 it eee eee eel 8 Step 2 Select Recipients ECG Ee eee teen east a Note Select your favorite bidders t
156. rsor in the upper left corner of the template BidCaster User Guide Page 52 of 117 Rev 12 06 05 Chapter 4 Customizing Templates Alter emgeet Merosufe Intarsise eolorsr File Enter a new filename to save as Select Template aNEW Default htm Save Save amp Exit i Save As help quide 2 Click on paste icon Step 1 Place a blinking cursor in upper left corner of screen Enter a new filename to save as LSave As help quide Any Construction Company From_Address From_City From_State From_Zip Phone From_Phone Fax From_FAX INVITATION TO BID NOTICE To To_Contact Phone To_Phone To_Company_Name Fax To_FAX To_Address1 To_City To_state To_Zip Note this link will not work with the Phone From_phof New Program and must be deleted Fax From_FAX Mai From_EM4 Use the BRT icon l to recreate the link complete with new sentence From From_Contact From_Company_Name RE Invitation to Bid with Instructions Invited Bidder Your firm is invited to bid on thg following project a BidCaster User Guide Page 53 of 117 Rev 12 06 05 Lt PlanWell Chapter 4 Customizing Templates BidCaster Some re formatting is typically necessary Proceed to use formatting tools to accomplish corrections as r
157. rt Lloyd Commercial Sales Manz 2648 Quality Court 61 Acoustic Ceilings Inc Jackie Short 233 28th Street J 62 Tile amp Terrazzo Inc Marvin Spring CEO 1000 Obici Industrial Blvd 63 East Coast Coatings Inc Michael Store 5474 Nansemond Pkwy Hudgins Interiors 600 N Witchduck Rd 65 James Doorcheck Inc Caution Tab names 543 Central Drive HCI Cratsmen 700 Flagstone Way Suite D EI Pella Virginia Inc cannot be changed ES Mac Products Company gt P O 1604 69 HCC Inc Chris Wall President H O Box 1616 70 Amerglass Rick Petersen President 617 A Jack Rabbit Rd 74 Walker amp Laberge C Inc Dan Barber 7613 Sewells Pooint Rd 72 Tidewater Sealan Michael O Connor 3249 Tyre Neck Rd A 73 1J D Miles amp Miles President P O Box 5008 _ v Maar Book AGTEN e E Draw W Autoshapes N NOS de gallo A nRa Note that each row represents an individual company The same company can be entered numerous times on separate rows using different contact names and CSI phase codes Or the company can be entered once with a single contact name but with multiple CSI codes Either way is acceptable In this manner you may upload a maximum of 10 000 rows of company information For example if a sub supplier has 10 CSI codes the Bidder database will have 10 records For companies with multiple CSI codes the format for entering this information into the BidCaster template is as follows In the CSI_Num
158. rt Status Report z A MirrorPlus hier Estimator Sierra Construction Mgt Inc loa out PlanWell SS l Enterprise M EIUIETN Repro Services Supplies bok My Account Order History Project D tails Print amp Export Status Report Planroom gt Company Planroom gt Broadcast Status Report BROADCAST REPORT Refresh Page Broadcast History Project Home Resenddas NEW Broadcast Broadcast Name Addenda 1 CA Project Time Zone Pacific Broadcast Date 12 04 2005 02 51 36 PM Click Print amp Export Status Project Name Harris Convention Hall Bid Due 12 04 2005 12 00 00 AM Auto Reminder Find jn Company Name E OR Filter by Show all recipients E _ Clear Selection Resend EMail Resend EMail amp Fax ALL Emergency STOP Add Recipients to Broadcast 03100 Concrete For 1 03110 Structural C 1 03120 Architectura 1 03210 Not Yet REINFORCING 1 Responded 03300 Cast in plac 1 03370 Concrete Cur 1 4 NISSA CC oneneeesken Tan amp Trusted sites The Select BSR Sort Options dialog box appears ref next screen gt Click to sort by Company Name or by CSI Trades Page 111 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report gt Click on A BroadCast Status Report Microsoit Internet Explorer BroadCast Status Report Select BSR Sort Options By Company Name By CSI This triggers the Broadcast Status Report to appear as
159. ry Click here to Configure Print Sets per Recipient gt Select Click here to Configure Print Sets per Recipient The Select Bid Packages Step 1 of 3 screen appears ref next screen BidCaster User Guide Rev 12 06 05 Page 88 of 117 Chapter 5 Broadcast Steps Select Bid Packages Step 1 of 3 Step 1 Bid Packages KR Recipients Step 3 Assign Print Sets Note Select bid packages amp click on add selected bid packages button to continue Available Project Packages ___2 d selected bid packages J Civil Plans A Landscape Plans ET These are virtual packages or Geen actual package documents Architectural Plans i posted inside PlanWell B Selected Bid Packages for current Broadcast sel Package Name Media Paper Size Binding Description S Trusted sites Note documents posted to PlanWell will replace all virtual packages To proceed gt Highlight desired packages gt Click on add selected bid packages Select Bid Packages Step 1 of 3 Save amp Close Step 1 Bid Packages jC pr HIE g Tiet elen ENER EE eg ed e Note Select bid packages amp click on add selected bid packages button to continue Available Project Packages add selected bid packages Plumbing Plans Electrical Plans Complete Plans and Spe Complete Specifications Selected Bid Packages for current Broadcast sel Package Name Media Paper Size Binding Desc
160. s Sub 19 Sub 18 Select Delivery Method Ew enter delivery instructions e Complete Plans and Specs Save amp Close BidCaster User Guide Rev 12 06 05 amp Trusted sites Page 91 of 117 Chapter 5 Broadcast Steps Once complete your screen should look like the following example Assign Print Sets Step 3 of 3 Save amp Close RIIT EE EE KH edd Step 3 Assign Print Sets Note Assign pre paid bid set prints to your selected favorite bidders Please note that if plans are available for this project an automatic order will be placed as per your print settings below for any bidder below who acknowledges with a Yes to your broadcast SNo Paid Contact Name Company Name Complete Plans and Specs Sub 17 Sub 24 Delivery Truck Sch Paid by Bidder y Sub 25 Sub 25 ES Messenger Ev Express Courier Svc w Sub 26 Sub 26 FedEx Dw Fed Ex 12345678 Sub 27 Sub 27 FedEx Ground Ew Fed Ex 12345678 Sub 28 Sub 28 FedEx Overnight Ew Fed Ex 12345678 Sub 35 Sub 35 FedEx Priority Ew Fed Ex 20000000 Sub 36 Sub 36 Yes Airbome Express Ely Fed Ex 12345678 Sub 37 Sub 37 Airborne Ground Ew Fed Ex 40000000 Sub 38 Sub 38 Call When Ready Ew Fed Ex 35000000 Sub 39 Sub 39 Other Ce Fed Ex 12345678 Sub 14 Sub 14 7 i er UPS Ew Fed Ex 12345678 Sub 15 Sub 15 UPS Ground w Fed Ex 12345678 Sub 16 Sub 16 f UPS Overnight ww Fed Ex 12345678 Sub 1
161. s cs and addendum that may change for this project R Editing Templates You can edit templates one of several ways a b C d E In the My Account gt Manage Templates screen you can create edit and delete any template In Step 1 Invitation Details you can view and edit the Broadcast template In Step 3 Optional Invitation Settings you can view and edit any Response template In the Broadcast Status Report you can edit and re set the Response template but only when using the Double Template approach You may also cut and paste from Microsoft Word directly into the HTML Editor S Pasting Microsoft Word Documents into HTML Editor The BidCaster HTML Editor program is unique since it allows pasting from a Word document This is accomplished by using the Paste from Word icon E located in the Toolbar Note Most standard HTML editors do not allow pasting from Word due to embedded code that prevents it from becoming a viable web page document Benefit This allows users to a Prepare the bulk of their ITB document in Word then paste into the Editor b Copy Paste existing ITB documents prepared in Word directly into the HTML editor BidCaster User Guide Page 50 of 117 Rev 12 06 05 Chapter 4 Customizing Templates Bide iia The end result is a significant time savings and increased ease of use The following rules apply when pasting from Word a BidCaster hyperlinks must still be inserted
162. s Broadcast History Incomplete Broadcasts PlanWell Enterprise ZEITEN Repro Services Supplies Company Planroom gt Harris Convention Hall gt New Broadcast Create a new Invitation Review amp Submit Save Changes Vv Invitation Details Broadcast Date 12 03 2005 05 51 PM Broadcast Name From Information learn more O select to show details Original Bid Set Company Any Construction Co Contact Chief Estimator Email Attachments Fax Attachments Project amp Bid information learn more L select to show details Project Name Harris Convention Hall Bid Due Date 42 2 2005 P Time 12 00 AM E Choose Broadcast Template learn more U S e th e Single Broadcast Default htm E Edt html editor help quide p u l l d own Manage file Attachments Libra to ove rr i d e Ki Pick Trades Recipients amp Method of Delivery Total Counts Recipients 30 Emails 30 Faxes g d efa u It add recipients remove selected remove all ili save changes Select a quick Email Fax option E emal an d Be changes to Master Address Book Sort listing by ege Last Name nen ene fax SC een Coma wee j settings Sel Company Name amp CST Trodes Contact Name First Last Email Fax Personal Message Templates O Sub 24 a e e E anyestimator e 720 222 2410 Click here to Add Edit CSI Trade 05500 Metal Fa D Sub 25 anyestimator c C 720 222 2410 Broadcast
163. s available from which to select While Users cannot upload custom CSI codes using the import template process they may add them online Codes that do not match this list will still be uploaded but changed to reflect only the major CSI category Example 09123 gt 09000 Note Once uploaded though you may then change to an official code number once online within BidCaster using the Bidder List tab E Mierosufe Excell PIANWE let emmer 11 72 05 Format Tools Data Window Help Adobe PDF e dr Sp a gt te Wi A CSI Code Industry Organizations Government Agencies egulatory Groups ummary Of Work esign Support Services omputer Aided Design amp Drafting odels Renderings amp Photograph Cost Estimating Manufacturers Support Services 041020 Allowances Special Project Procedures Coordination ield Engineering 18 01060 Regulatory Requirements 21 01070 Abbreviations And Symbols wl var nu CSI Trades Instructions Ka gt 5 4 d ee j L A1 A La scr d Kad Y e a x It J GT O Y Draw KR PZI a NS zy g BS A c Gg O ch SP un O 5 6 8 E E Ready We recommend copying and pasting codes into the CSI Phase column since they are pre formatted in text format with required leading zeros for divisions 1 through 9 Example gt 07100 or 09200 Caution 1 Make sure you do not inadvertently use the letter O to represent the number zero O or the letter I to represent the number
164. s for each new user account These can be accessed inside My Account gt Manage Templates Broadcast Templates Manage ITB Templates Broadcast Templates Double AddendaNEW Default htm Double AddendaNEW Default htm _ Double Broadcast Default htm Email Address Request Default htm Single AddendaNEW Default htm ee Response Templates Email Response Templates AddendaNEW Response Default htm AddendaNEW Response Default htm Default Resp Auto Reminder Template Auto Reminder Templates Restoring Deleted Default Templates If a default template is ever inadvertently deleted it can be restored within the Project Details screen by simply clicking on within the Manage ITB Template area for each type of template i e Broadcast Response and Auto Reminder Ref the next screen for an example Note this process restores only default templates provided by the program BidCaster User Guide Page 43 of 117 Rev 12 06 05 Chapter 4 Customizing Templates PlanWell BidCaster Pare Enterprise Planroom gt Project Details Project Details L indicates mequired fields Project Hame Hanis Comentan Hali Project Number MPTO_ Hanis Convention Hall Propect Password ELETTI Project TimeLine start 8112005 E eng 8820s ES Project Description yew commercial office building 200 000 SF oore EL shell with Tenant Finish MirrorPlus jes Ashish Singh Ash International log o
165. s the proven capabilities of today s digital reprographers C System Requirements Content Providers owners architects developers and general contractors Need e Microsoft Internet Explorer 6 x or Netscape 6 x browser requirement e Windows 98 NT 2000 or XP compliant personal computer e Internet connection 56K modem or higher broadband connection is recommended DSL cable modem or higher e An ISP internet account e Bidders Subcontractors and Suppliers Need e Any standard graphic browser e g Internet Explorer Netscape or AOL Note Not compatible with Macintosh browsers e Internet connection 56K modem or higher broadband connection is recommended DSL cable modem or higher e Email program which supports HTML graphics and is configured to receive HTML email e An ISP internet account D Required IE Browser Configuration The following browser configuration is required when working with BidCaster or PlanWell Browsers supported by Planwell include a minimum screen resolution of 1024x768 gt Open the Internet Explorer window gt Click on Tools gt Internet Options gt In General Tab gt Delete cookies and Delete files gt In Security Tab gt Click on Custom Level gt Check for Downloads gt File Download should be enable The Custom settings should be either reset to Medium or Medium Low gt Click OK when complete Figure 1 1 BidCaster User Guide Page 7 of 117 Rev 12 06 05 Chapter 1
166. s to select and modify an ITB Template to be emailed to a select group of Bidders Three types of Templates are available for use ref next screen below all are 100 customizable For purposes of this guide we ll use standard default templates that are pre defined and come with each user account BidCaster User Guide Page 56 of 117 Rev 12 06 05 Chapter 4 Customizing Templates Bi Manage ITB Templates Broadcast Templates Single Broadcast Default htm E Add Edt Be 1 Broadcast templates can be faxed and emailed Email Response Templates 2 Response templates can only be emailed and link Default Response htm P directly to Broadcast templates Auto Reminder Templates 3 Auto Reminder templates often called RSVP Default Auto Reminder BG E Dal templates can be emailed and faxed gt Locate and open the Single Default Template This template reflects a comprehensive set of common merge tags and links to send to Bidders and is the only template you will use for the remainder of this guide gt Place your cursor over the existing BidCaster logo and click to select it ref screen below Handles will appear around the logo once selected A a Bidcaster lemer Editor Mich oso Internet Explores BAR i Select Template File Enter a new filename to save as Single Default Template N ACE Single Template help quide Ar i Oil H Z
167. se by General Contractors Takes hours not days to learn e Pain Relief Eliminate ongoing stress due to this messy time consuming process that must be done with accuracy thoroughness and dispatch each time e The end result BidCaster and PlanWell becomes a very effective and economical Project Assistant that works 24 7 C Cost Please contact your regional BidCaster Provider for pricing applicable in your area End of User Guide BidCaster User Guide Page 117 of 117 Rev 12 06 05
168. sent Select the Excel WorkSheet Name to import BidCaster User Guide Page 22 of 117 Rev 12 06 05 Chapter 3 Working with an Address Book Import Step 2 of 3 File Name PLANWELL ImportExcelTemplate xis Content Type Excel File Size 19968 1 Record s Header Row Present Select the Excel WorkSheet Name to import Canceled 0 Operation started 10 13 2005 9 55 29 PM first name last name company name oF Records Updated Overwritten Operation ended 10 13 2005 9 55 29 PM g 111 111 111 first last COMPANY designation none none com 111 111 11t a i 5 a name name name lt lt lt Previous El Done Internet 2 Import using a BidCaster Export ed Template the old BidCaster program uses this template when exporting data We recommend this rocess to all existing BidCaster Users versus using a BidCaster Impor Template The reason is because there is slightly more data exported e g minority information and territory information 2Abtt tee leger ManwWellimpont select fils import ontions Microsort interner Explorer Import Step 1 of 3 Source file type Microsoft Excel EN Select file for import C Documents and Settings Richard Din Column Header Present gt Log into the previous BidCaster program gt Access My Files within the My Account tab gt Under Export Bidder List set Select Bidder List or Favorite to Entire Bidder List gt Click
169. ser Guide Page 46 of 117 Rev 12 06 05 Lt PlanWell Chapter 4 Customizing Templates BidCaster Note BidCaster will check for the existence of critical merge tags inside templates but will not prevent a user from launching a broadcast without them This provides needed flexibility when a general contractor wishes to send out an ITB without linking to PlanWell other templates or websites Remember When doing so tracking within the BSR is severely limited M Rules for using Merge Tags There are specific rules for using merge tags a Merge tags are case sensitive They must be spelled exactly including brackets Due to a high chance of error we do not recommend typing merge tags into templates and recommend using the pull down menu process instead b Insert merge tags by using the Insert Merge Field pull down menu All merge tags can be used in any template If the merge tag associated with a specific piece of information isn t in the template the corresponding information won t be in the template either For example if you have created bid instructions and want those instructions in the broadcast template you must add the Bid_Instructions merge tag to the template Conversely if you don t need certain information in the template don t include the corresponding merge tag e When a merge tag exists in a template and no data populates the merge tag the program will automatically display NA ref next screen
170. sh International Phone 324 345 3425 Gentlemen Click on filenames to download and view Your firm has been invited fo subnjfit a bid for the following project This is how the Broadcast_Attachment merge tag populates H This is how the Price_CSI_Codes merge tag populates Documents MEP Package Electrical Package Structural Package Architectuals Please download attach Widefield MM1 6 00 Broadcast Template doc files if applicable This is how the BA link Please submit based upon the following CSI Trades command populates a 00010 Architect link to the Bid Acknowledgment Message Click here to acknowledge that your firm will submit a qualified bid Note Please do not delete this email until after the bid due date It will be used in the future to directly access additional plans specs and addendum that may change for this project wl It s important to note that any merge tag or sentence can be deleted if it is not required fora broadcast Delete just as you would in a Word document Y Displaying Tables BidCaster templates use tables to better organize and display information When editing templates it s strongly recommended to turn on view Table Borders by clicking on the Table Borders icon in order to know where tables exist in the template Tables are also used inside Microsoft Word and can be pasted directly into the HTML editor Reference the next screen for an ex
171. special software is required as it is browser based just use latest versions of Microsoft Internet Explorer Netscape or AOL Bidders simply read customizable ITB invitation to bid messages complete with company logos embedded then click on a link to immediately view plans or use Acrobat Reader to read a complete spec book online No typing or memorization is required since emails are encrypted with necessary ID and Password information Bidders then submit a Yes or No bid acknowledgement which is tracked inside BidCaster for private viewing and printing by the Content Provider typically a general contractor Additionally PlanWell automatically tracks all plans or specifications purchased ina private Planholder s List B Key Benefits Free to invited Bidders Allows immediate use by all Bidders Simple to Use by Bidders Point and click process and No IDs or Passwords are needed to immediately view Plans Specifications or Addenda No typing required No special software required by Bidders It s all browser based Eliminates Travel to Pick up and Drop off Plans Bidders can evaluate projects now from the comfort of their office or at home 24 7 25 to 75 of in house ITB labor saved Does in 15 minutes what typically takes hours or days Print on Demand Print only when Bidders acknowledge Yes they will submit a bid Avoids traditional shotgun cost of prints to all Bidders Lowers Bid Document distributi
172. t Planroom Repro Services Supplies WELTER LEE My Account Return to EWO Send Email User Permissions PlanWell Enterprise Address Book gt Groups Listing Create new Group quick Create new Group advanced US es eS eee Groups Listing amp All Subs Suppliers C h ec k box G rou p S to Adv Edit amp Commercial Project be re moved e Adv Edit Adv Edit DDIDD i o 11 17 2005 7 05 57 PM Quick Edit Adv Edit amp JDW BidList4 01 03 x 11172005 01 51 09 PM 11 17 2005 1 51 09 PM Quick Edit Adv Edit amp Low Rise Building 11 14 2005 2 05 39 PM Quick Edit Adv Edit amp project C256 05 11 16 2005 11 19 40 AM Quick Edit Adv Edit amp Residential Project 11 16 2005 10 34 45 AM Quick Edit Adv Edit amp school Project 11 14 2005 1 35 45 PM Quick Edit Adv Edit amp shopping Center 11 14 2005 1 40 23 PM Quick Edit Adv Edit amp tenant Improvement 11 14 2005 1 41 05 PM Quick Edit Adv Edit K i N A servic Am San P grap yeap Goler ser Agreemen ivacy Polic ary Software og Done amp Trusted sites Deleting a Group name does not delete the underlying bidder information in the database This only removes the Group name Deleting Individual Bidders from an Address Book If you need to delete individual bidders entirely from the database gt Go to Address Book gt User Listing tab gt Check box all Bidders to be deleted gt Select Delete User s gt Click
173. t Summary or Incomplete Broadcasts tab gt Check box Broadcasts to be deleted gt Click Delete Selected Complete Broadcasts Or inside Incomplete Broadcasts gt Click Delete Selected Broadcast Drafts Completed Broadcast Summary PO EA EPE EE Delete Selected Complete Broadcast View All Broadcasts Report No of completed broadcast s 5 No of incomplete broadcast s 1 Addenda 04 12 01 2005 08 56 AM Pacific 1 Addenda 02 11 29 2005 07 23 AM Pacific 2 Addenda 03 11 29 2005 07 12 AM Pacific 1 Addenda 01 11 18 2005 06 17 AM Pacific 0 Original Bid Set 11 15 2005 07 46 AM Pacific 0 BidCaster User Guide Page 94 of 117 Rev 12 06 05 Chapter 5 Broadcast Steps H View All Broadcast Report This report provides information relating to date amp time each broadcast was sent to individual recipient Bidders via email and or fax Completed Broadcast Summary PES EE Delete Selected Complete Broadcast View All Broadcasts Report No of completed broadcast s 5 No of incomplete broadcast s 1 a TT Addenda 04 12 01 2005 08 56 AM Pacific 1 W 0 22 C Addenda 02 11 29 2005 07 23 AM Pacific 2 0 1 OE C Addenda 03 11 29 2005 07 12 AM Pacific 1 W 0 22 C Addenda 01 11 18 2005 06 17 AM Pacific 0 0 O 37 37 C Original Bid Set 11 15 2005 07 46 AM Pacific 0 2 1 o 3 AJ Dose E Timas Chapt mm Pacis Srtrr nr Thee Project Narma i Harria Convention All Repropraphar M
174. them 02050 Demolition 2 Y 02082 Hazardous Ma 2 Y 02055 Soils 1 Y 02146 French Drain 2 N 02159 Excavation O Sub2 Sub2 5S 5 N comments id 5 83 Thanks for the sp meer In Oakdale 4 None Responded thats n Oakdale YES roject comments None Responded YES Sorry we cannot bid on French Drains 02200 Earthwork 5 Y 02220 Site Demolit 5 N 03100 Concrete For 1 N 03110 Structural Sorry the project is Ga D M comments too far away for us to O Sub3 Sub 3 oee ae None Responded Be competitive Please No na MBE WBE DBE DVBE z5 NO keep us in mind on vitations 03370 Concrete tee nnadh Cur 1 N GER 03550 Concrete Top 1 N nannn Internet Private Notes inside the BSR To add brief notes regarding a specific Bidder click on the Private Notes text which initially displays as None Private Notes will change to an edit field allowing you to type brief but sufficient comments This is an especially valuable tool on Bid Day where bids can be entered and tracked very easily BidCaster User Guide Page 104 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report friforumition Unedars Sot werosuie IESSE Saag Private Notes for Chief Estimator Bidder is shaky financially at this time Once saved this information will display inside the BSR ref next screen
175. ting box Note depending upon the number of custom codes transferred this operation may take some time so please be patient The screen will refresh to display custom codes within the Company Trades Listing box Custom trades will display numerically in order based on the associated custom number Bes Codes Merusofe ariar lt olorss Click on the headings below to jump to that Division 123 45 6 7 8 9 10 11 12 13 14 15 16 CODE DESCRIPTION Casse Company Trades Listing 1 01000 General Requirements 1 0 01001 General Conditions 1 0 01002 Reimbursable Expenses 1 0 01003 Reprographer Services 1 0 01004 Mileage Expense 01005 Construction Organizations 01006 Professional Organizations 01007 Industry Organizations 01008 Government Agencies 01009 Regulatory Groups 01010 Summary Of Work 1 0 01011 Trash Expense 1 0 01012 Temporary Fencing 1 0 01013 Temporary Power 1 0 01014 Builders Risk Insurance Ratin a Click on the headings below to jump to that Division 2a 4A oS 6 Tf CS 10 TE 13 1415 16 CODE DESCRIPTION a Assigned Trade s for selected user Add a New Trade Code amp Description CODE Rating DESCRIPTION Add New Edit Trade 01000 IE Ki General Requirements Note Adding a new trade will also update amp add to your company s master trade listing Save Changes Cancel gt Click on before exiting
176. ubcontractors and Suppliers but can be anyone who receives ITBs iii Broadcast Refers to an invitation to bid sent to Bidders for a specific purpose Le to issue the original bid set or addenda 01 02 etc mm P A PM zi E PlanWell Technical Support For fast resolution of technical questions please consult with your PlanWell BidCaster Provider They are the point of contact for all BidCaster questions Normal office hours are between 8am and 5pm PST Monday through Friday excluding major holidays Phone support is also provided 24 7 by contacting PlanWell Support 510 403 2444 or by email support planwell com BidCaster User Guide Page 6 of 117 Rev 12 06 05 FlanWell Chapter 1 Introduction BidCaster Chapter 1 Introduction A Overview BidCaster is an integrated ITB invitation to bid service with PlanWell the nation s largest Online planroom It provides an order of magnitude time cost and risk reducing benefits for owners developers and especially general contractors subs and suppliers B The Integrated ITB with Online Planroom Concept Primary benefit Contractors use email to broadcast invitations to bid while digitally distributing 100 of plans specifications and addenda for free viewing by invited Bidders Bidders submit online Yes or No Bid Acknowledgments which are automatically tracked online This concept greatly simplifies the traditional time consuming ITB process and leverage
177. ut Return to Project Home Broadcast History Incomplete Broadcasts J project Harris Convention Halll home exit Start a hew Broadcast Bid Due Date Alike Tima 2 00PM Io Job Walk Thru Date 1272005 EA Time s 00 AM Ei Plans Retum Date wiz Ey Time 5 00 Sa D pogg Amount OO Refund of D p st Gi Yes On e Bud Instructors On teneplates Plans Available Plans nine Hessa ge Cleck here for plans awailabdity inside Site Address 43555 Grimmer Blvd address2 payye city Fremont State Pabfornia g Country SA H Zip Project Timezone Broadcast Settings Manage ITB Templates adtor phelp ous Broadcast Templates Cafault Template him gAdd Resare Default Terobrer Email Response Templates Gj Add Ede Hipsing Tag Aarpansa hirn Set As Defaut Templte Restore Defaut Templtes Auto Remmgder Templates Auto Reminder Defui him ga Ede at As Defui Tempate Restore Defauk Terre Click on Restore Default Templates for each type of template shown MEF FERID Electrical Package Ztnsctural Package Architectsals Insulator Insulo Brchkdechsal wi Addarnda 01 D Broadcast Template Single Template Approach BidCaster now allows the option to use a single template to perform all necessary ITB tasks that previously took two templates Double Template Approach to accomplish i e using a Broadcast and a Response template Now a single Broadcast t
178. wed DI Plans Ordered H gt Use before exiting BidCaster User Guide Page 98 of 117 Rev 12 06 05 Chapter 6 Broadcast Status Report Here s how the BSR would look with the maximum number of data fields turned off ref next screen MirrorPlus timator Sierra Construction Mgt Inc log out PlanWelr Enterprise PUVAS Repro Services Supplies Address Book My Account Order History Project Details Print amp Export Status Report Customize this page Planroom gt Company Planroom gt Broadcast Status Report BROADCAST REPORT Refresh Page Broadcast History Project Home Resend as NEW Broadcast Broadcast Name Original Bid Set E project Time Zone Pacific Broadcast Date 12 04 2005 01 38 20 pm 710P Walk Thru Plans Return Project Name Harris Convention Hall Deposit Amount 0 00 Refunded No Bid Due 12 02 2005 12 00 00 AM New Group name Auto Reminder Find in Company Name Ka OR Filter by Show all recipients g Resend EMail amp Fax ALL Emergency STOP Add Recipients to Broadcast TEI OE AES Add Edit CSI Trades Sent Received Not Yet Responded Add Edit CSI Trades Add Edit CSI Trades Add Edit CSI Trades Add Edit CSI Trades Sent R ecel vec Responded YES Add Edit CSI Trades Re d Responded YES Add Edit CSI Trades Sent Received Responded YES Contact Us User Agreement Privacy Policy Library Software Log Out A service of American Reprographi
179. y Files area located within the My Accounts tab Content Providers find BidCaster a very effective tool to dynamically maintain the latest changes to Bidder information that can be exported as an excel spreadsheet file for use for example by the accounting program 14 Can Favorites be exported a Yes This can be accomplished within the My Files area located within the My Accounts tab BidCaster User Guide Page 114 of 117 Rev 12 06 05 Appendices Bide emm Marketing Information The following is information pertaining to BidCaster for your possible marketing use Welcome to BidCaster BidCaster has been integrated into PlanWell and upgraded with new powerful features The objective of this user guide is to provide instructions regarding product use and as a detailed reference An Industry Changing Service The combined concept represented by BidCaster and PlanWell is rapidly emerging as an industry Standard Virtually all online planrooms certainly those operated by reprographers are rapidly adopting an integrated invitation to bid module such as BidCaster with an online planroom like PlanWell Its remarkable time and cost benefits typically point towards keen interest by all who witness a presentation Overview New Features amp Benefits In addition to BidCaster s existing powerful features here is a list of new and powerful enhancements 2 Integration with PlanWell a B

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