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HomeMy WebLinkAboutPB System _ eProcurement Software by Pl.. Powerful O Oions Provided by PB System TM 666 Om* Vendor M enagem ent so Bid M anagem ent Contract M anagem ent Insurance Certificate Management Business Certification / Prequalification M anagem ent Em ergency O perations Evaluation M anagem ent Bid Spec Library PlanetBids provides a modular suite of leading eProcurem ent solutions to help sm all to large organizations autom ate and better m anage the com plete bidding process for goods, services and construction related projects, cost effectively and efficiently. All of the solutions w eoffer are interconnected, easy-to-use, comprehensive and streamlined to help you fulfill tasks in a timely manner, increase your productivity and significantly reduce your organization's spend. • pbsy7m­ %.00 TI Request a Demo Experience the power of PlanetBids REDU EST ADBVIO Vendor M anagernEnt Vendor M anagem ent is the core of the PB System TM suite of modules. It offers a configurable and intuitive registration process to ensure that vendor registrations are com plete and unique, avoiding duplicate records. Instantly gain access to vendor records, run advanced searches on multiple sets of vendor data, perform real-time verification of provided information (i.e. certifications and licenses) against third party databases, generate comprehensive reports w th visual charts, and broadcast messages to selected vendors. KEY FEATURES D efine vendor categories, classification and demographics Verify certifications and licenses such as SBE, D BE, M BE, WBE, D R , C cntractor Licenses, and many more C etegory independent (N AC $ N G P hom egrow n) Allow vendors to register and maintain their profiles at no cost Automate vendor notifications Em ploy advanced search filters to identify a single or group of vendors Generate intricate reports and dynamic charts Send custom email messages to all or targeted groups of vendors Post new sand events Track outreach efforts and how vendors learned about registering w th your agency Integrate vendor information to any ER Psystem s (O racle, PeopleSoft, SAP) Bid M anagem Ent PlanetBids' Bid M anagem ent m odule is the m ost com plete w eb based system on the market today. Procurement agents can quickly manage the process of issuing, monitoring, conducting evaluations, and aw .-ding formal and informal bids. More importantly, the PB System TM can handle construction and public w crks projects — a feature unique to the eProcurem ent industry. Vendors can interactively search, view, and respond to bid opportunities securely over the Internet. KEY FEATURES G reater outreach to PlanetBids vendors across the entire netw crk of agencies Tim ely and comprehensive bid document distribution E-C cm merce enabled — for purchase of digital or hard-copy documents Automatic addendum notification and acknow bdgm ents C Lstom email notifications O dine Q&A m anagem ent Split/lump sum aw ad capabilities U sar access management and security R cbust ad-hoc reporting, analysis, charts and audit trails Sealed bids/lock box Advanced eBidding for Public Works/C cnstruction (optional add-on) Secure eBidding — including line item ization, calculation w /net terms, etc. Contract M anagem Ent The C cntract M anagem ent m odule, w han paired w th the Vendor M anagem ent module of the PB System TM ,enables contract administrators, procurement and public w aks to maintain and retrieve up-to-date relevant information regarding contracts greatly reducing the need to search through endless documents. This module can be deployed departmentally or across an entire organization. KEY FEATURES Add/edit agency contract information and track changes Track subcontractor information Maintain online contract document files View existing and past contract history, w th an audit trail Generate reports by vendor name, contract type, status, contract dates, PO num ber, title, category, etc. Search contracts for key information Schedule tasks Automate em ails Generate dynamic graphs and charts C rntract M anagem ent C an pliance Tracking (optional) Search and share contracts w th other agencies (optional) Insurance Certificate M anagem Ent The Insurance C ertificate Management module enables risk managers, procurement, public w aks, and contract administrators to automate, maintain and retrieve up-to-date relevant information regarding vendor or contractor insurance certificates. Paired w th My Insurance, agencies and vendors can conduct all insurance related tasks w thin the PB System TM .The Insurance C ertificate Management module can be deployed departmentally or across an entire organization. KEY FEATURES Add/edit insurance certificates by either the agency or the vendor Maintain broker, agent and insurance details U Ooad AC O R Dertificates in PD F View existing and past AC O R @ertificates for history Integrate w th AM Best Automate notification settings Send custom email notifications U sa My Insurance to request insurance information from vendors (optional) Generate reports (e.g. vendor name, insurance type, status, certificate dates, notes, contract title, contract administrator, project names) Business Certification / Prequalification M anagem Ent The Business C E-tification module enables an organization to manage their certification program s such as Sm all Business Enterprise, M inority, or D Versity as w ell as C cntractor Prequalification(s). Agencies can manage, maintain and retrieve up-to-date information on vendor certifications and prequalifications. Registered vendors have access to view hg certified/prequalified vendors for potential subcontracting opportunities. The Business C ertification Management m odule can be integrated w th our Bid M anagem ent m odule for even greater control and reporting. KEY FEATURES Manage one or more certification types Allow svendors to apply for and self-m aintain their online certifications and prequalifications Automate renew d notifications Perform random audits Search certified vendors and produce listings C orn ply w th C AD R regulations Ern Ergency O perations The Emergency Operations module enables any organization to manage, maintain and retrieve up-to-date information on vendors that provide goods and services in the event of an emergency. As a valuable addition to the existing Vendor module of the PB System TM ,this module can be deployed departmentally or across an entire organization. KEY FEATURES Identify emergency suppliers from the master database shared by other agencies Access to emergency categorizations (Goods, Services, H eavy Equipment, etc.) C an prehensive emergency vendor detail form Generate reports by pre-defined categories, sub-categories and additional descriptions Schedule automatic vendor notification em ails to maintain up-to-date em ergency records Schedule emergency vendor sum may reports Allow unlim ited user access across the organization A free mobile app is available for easy access from tablet or phone Mobile app also provides emergency off line mode in case of internet outage Evaluation M anagem Ent Evaluation M anagem ent is offered as an add-on to the Bid M anagem ent module of the PB System TM or as a standalone feature enabling an organization to interactively conduct the evaluation process entirely online. It allow sthe buying officer and the evaluation com mttee to fairly assess a bidder's ability to effectively execute a contract and identify the best proposal. Buying officers can assign evaluators, set evaluation criteria, attach related documents, build scoring measures, com m Lnicate w th evaluators, qualify and recom m end the most responsive bidder. Technical qualifications, proposal, cost, preference and presentation can be evaluated objectively, documenting the entire decision making process. KEY FEATURES C cnduct R FP and bid evaluations Post schedule of meetings Share documents C I-eck technical qualifications prior to proposal evaluation C ieate evaluation criteria R Eview and score proposals w thout know bdge of pricing Identify and record strengths and w Eaknesses C cnsensus scoring Automatic and custom email notifications D ocum entation of notes U dim ited evaluators C anprehensive reports and charts Bid Spec Library Bid Spec Library offers access to thousands of projects conducted by PlanetBids agencies. It reduces the time spent researching and collecting information, assists in w rating bid specifications and finding partners for bidding events. KEY FEATURES Search and review bid postings D oN load bid documents View prospective bidder lists Locate projects w th cooperative and piggy-backable language C cpyright© 2023 PlanetBids, Inc. All R ghts R eserved. Privacy Policy_ I Terms and C cnditions I Accessibility_