I. Cycle/Task Creation and Tracking (Internal Tracking)
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Identify tasks needed to complete the bid
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Estimate days required to complete each task
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Organize tasks in sequential order: (Cycle Definition)
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Assign tasks to users/personnel
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Record tasks completion info
II. Create Informal Quote
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User creates purchase request (PR)
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PR approval & flagged as QUOTE NEEDED
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Selection of QUOTE for creation
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Obtain quotes and record
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Award quote
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Create purchase order
III. Create Formal Bid
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User creates purchase request (PR)
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PR approval & flagged as BID NEEDED
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Consolidate similar items from approved bid requests
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Record bid information
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Identify internal cycle definition for the bid
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Determine and record bidders for bid invitation (optional)
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Create bid invitations (optional)
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Mail invitations (optional)
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Receive and record invitation responses (optional)
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Determine and record bidders for bid document
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Create bid document
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Mail bid document
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Receive and record bid responses
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Award of items
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Create purchase order