Subconsultants/Subconsultants List

Similar to the “Clients List”, the “Subconsultants List” page gathers detailed information about each subconsultant and it is where administrators to create, edit or delete subconsultant contacts.

This page generates a list that provides some of the mandatory information necessary to create a new request for proposals (RFPs), and serves as a filtering option to refine results shown in the “Requests for Proposal List” and “RFP Responses List” pages.

The table in this page displays the following information about each subconsultant:

-Code (alphanumeric identifier)

-Name

-Organization

-Position

-Telephone

-Cell Phone

-Email

-Login Details

The hyperlink within the “Login Details” is the tool for the administrators to send PASconcept account credentials to the subconsultants via email with a single click. With access to their PASconcept accounts, subconsultants can view and respond to RFPs from the administrator and save valuable information that makes the RFP response process quick and easy.

The “Subconsultants List” page is also furnished with an all-purpose search field to summon specific results in the table.

Subconsultants/New Subconsultant

 This is where new contacts can be entered into the “Subconsultants List.”

The following information about each subconsultant can be entered:

-Full Name (mandatory)

-Discipline (of the subconsultant)

-Position

-Organization

-Subconsultant Code (mandatory)

-Email (mandatory)

-Address

-Telephone

-Cell Phone

-Facsimile

-Web Page

-Date Created

-Billing Contact

-Billing Telephone

-Notes

-The subconsultant code serves as an identifier and search criterion throughout PASconcept. The code accepts alphanumeric characters.

-The email address is used to register the subconsultant as a PASconcept user, and it is the primary form of contact between the administrators and subconsultants. Administrators can forward account credentials and send RFPs to the subconsultant directly through PASconcept.

The information entered in the Billing Contact (name) and Billing Telephone fields will facilitate the communication between the Administrator and the subconsultant during payment.

Subconsultants/Requests For Proposals List

Each Request for Proposal (RFP) can generate several responses, depending on the number of subconsultants that replied to it.

The “RFP Responses List” page gathers, in separate entries, all of the responses to an RFP received. Each entry promptly displays the fee proposed in each subconsultant’s response, for visual comparisons. This allows easy management of responses to RFPs. Administrators can accept or decline each RFP independently while still comparing them in a single page.

The table in this page offers the following information and tools:

Subconsultants/New Request for Proposals

Requests for proposals, or RFPs, provide help administrators assemble a multidisciplinary team when needed. Architecture/engineering projects often require collaboration among several firms where each one contributes part of the qualifications necessary to fulfill the job. RFPs allow administrators to obtain a fee proposal for outsourced services.

The procedure to create a new RFP is similar to that of creating a fee proposal. However, the RFP is divided into two separate sections: one visible only to the administrators (internal use) and the one visible to both administrators and subconsultants (external use)

Internal use contains the following:

-RFP Number (automatically generated by PASconcept)

-RFP Status (automatically generated by PASconcept depending on whether the RFP has been sent to the subconsultants or not)

-Client Name

-Job Number

-Job Type

-A/E Discipline (a list of disciplines from which the administrator can choose according to the project’s scope of work)

-RFP Recipients Selection (depending on the A/E discipline, a list of appropriate subconsultants will be available)

-Notes

External use contains the following:

-RFP Number (not changeable)

-Sender (name of the administrator or firm sending the RFP)

-RFP Date

-Introductory text

-Job Name

-Job Location

-Site Area

-Job Description

-Payment Schedules

-RFP Terms (all applicable conditions set by the administrator)

The request for proposals remains changeable until the administrator sends it to the subconsultants, after which it cannot be edited again. This allows preserving the information originally sent to the Subconsultants.

Once the administrator has emitted the RFP to the subconsultants, the RFP becomes immediately available in the subconsultants’ PASconcept accounts assigned to them by the administrator. Subconsultants can respond to the RFP directly through their accounts.

As soon as a subconsultant submits a response, a notification email is sent to the administrator automatically, and the contents of the response are available for review in the “Responses to RFP List” page in the administrator’s PASconcept account.

From there, the administrator can accept or decline the RFP response.