North Coast Surety 1 Welcome to Bid List Connection Slide Show presentation to explain how data can flow in the bidding process. To view the slide show the press the left mouse button or the arrows keys on your keyboard to proceed through the slides.

North Coast Surety 2 This is Part II is a series, and viewers should be acquainted with parts I to understand what XML is Owner Contractor Surety Agent Surety Company Data Flow To view the slide show the press the left mouse button or the arrows keys on your keyboard to proceed through the slides.

North Coast Surety 3 Owner Contractor Surety Agent Surety Company The owner currently publishes the basic project data in a trade journal, and some also publish on their websites. Either way the contractor enters the data into the application they use to assemble the bid. Examples would be excel, lotus, or various estimating software. Caltrans is one owner that uses their website for posting upcoming bids and will be sued as our example.

North Coast Surety 4 Caltrans Contractor Step One Contractor logs onto Caltrans site and locates a project they are interested in bidding

North Coast Surety 5 Caltrans Contractor | List of Bid Items | Special Provisions | Download aecXML Bid File Roadway To Be Constructed With Asphalt Concrete Over Asphalt Treated Permeable Base And Aggregate Base And, Subbase And, Concrete Box Girder Bridge To Be Constructed. 01-Men /14.8 * Date Advertised 4/2/2001 Bids Opening in Sacramento * Bids Open 5/22/2001 Estimate: $15,478,000 In Mendocino County Near Hopland From 0.2 Km South Of Pieta Creek Bridge To Russian River Bridge. 300 Working Days * 10% DBE * Cost per set: Bidders: $38, Non-Bidders: $31. Step Two Caltrans adds to their site the option of downloading the project data in an industry standard XML format Actual project listing from Caltrans site

North Coast Surety 6 Caltrans Contractor | List of Bid Items | Special Provisions | Download aecXML Bid File Roadway To Be Constructed With Asphalt Concrete Over Asphalt Treated Permeable Base And Aggregate Base And, Subbase And, Concrete Box Girder Bridge To Be Constructed. 01-Men /14.8 * Date Advertised 4/2/2001 Bids Opening in Sacramento * Bids Open 5/22/2001 Estimate: $15,478,000 In Mendocino County Near Hopland From 0.2 Km South Of Pieta Creek Bridge To Russian River Bridge. 300 Working Days * 10% DBE * Cost per set: Bidders: $38, Non-Bidders: $31. Step Three Contractor selects the download option and selects “save this program to disk”. Actual project listing from Caltrans site Project Name.XML from

North Coast Surety 7 Caltrans Contractor | List of Bid Items | Special Provisions | Download aecXML Bid File Roadway To Be Constructed With Asphalt Concrete Over Asphalt Treated Permeable Base And Aggregate Base And, Subbase And, Concrete Box Girder Bridge To Be Constructed. 01-Men /14.8 * Date Advertised 4/2/2001 Bids Opening in Sacramento * Bids Open 5/22/2001 Estimate: $15,478,000 In Mendocino County Near Hopland From 0.2 Km South Of Pieta Creek Bridge To Russian River Bridge. 300 Working Days * 10% DBE * Cost per set: Bidders: $38, Non-Bidders: $31. Step Four Contractor saves the downloaded file in the directory they have selected to hold downloads. Actual project listing from Caltrans site Project Name.XML from

North Coast Surety 8 Caltrans Contractor Step Six Contractor logs out of Caltrans site

North Coast Surety 9 Step Seven Contractor logs onto Bid List Connection (or any other program that can process an XML transaction)

North Coast Surety 10 Step Eight Contractor selects “My Bid List”

North Coast Surety 11 Step Nine Contractor enters their user name and password

North Coast Surety 12 Step Ten Contractor can edit existing bid list entries or…

North Coast Surety 13 Step Eleven Contractor creates a new project

North Coast Surety 14 Step Twelve Contractor selects “Import Project Data”

North Coast Surety 15 Step Thirteen Contractor selects downloaded “Project Name.XML” file

North Coast Surety 16 Step Fourteen Contractor imports the data from the file and completes the remaining fields in the project information panel

North Coast Surety 17 Step Fifteen Contractor sends electronic bid request to surety agent, with digital signature Owner Contractor Surety Agent Surety Company

North Coast Surety 18 Step Sixteen Surety Agent receives from Contractor with XML file attachment Surety Agent from contractors company information Project name from project information

North Coast Surety 19 Step Seventeen Surety Agent Imports XML file attachment and processes the bid request. Owner Contractor Surety Agent Surety Company

North Coast Surety 20 Step Eighteen Surety Agent sends XML transaction to Caltrans. Owner Contractor Surety Agent Surety Company

North Coast Surety 21 End Step Nineteen Caltrans verifies Bond Beginning