1. ₮Don’t be afraid to give up the good to go for the great - Rockefeller ₮Discussion about tendering value, challenges, strategies ₮Review CIMS process, reporting to help in the process

2. ₮Have a warehouse and tender for items? ₮No warehouse but tender for non-stock items and few/many categories? What major categories? ₮Maintenance/custodial do their own tendering? ₮Tender for a year or more? ₮Accept bids by spreadsheet or still on paper? ₮Award whole categories (paper, envelopes, art, physed) to a vendor or per item?

3. ₮Collect the items you want on the bid to BID.220.. Items/volumes by P/O purchases PUR.585 to schls then BID.904 ₮Assess BID.220 (BID.523) make adjustments, inactivate items no longer required …. ₮Create your download for spreadsheet(s) BID.230 ₮Upload your spreadsheets BID.375 super NB replace/append! ₮Download collection FMSTRANS/PBID523 to help with awarding or use BID.523, BID.524 to manage ₮Award your items (moves from BID.380 to BID.330) ₮At an appropriate time INV.AWR ₮BID.220 BID.380 BID.330 INV.310

4. ₮PUR.585 to answer ₮For Schools: Summary of purchases (Sort Loc,PageBrk,Sum) ₮By Stock item: to see purchasing history for an item(s) ₮By Vendor: To confirm non-stock or stock purchases to Vendors (for the bid process) Stock Item Location Order Quant Ordered Invoiced U/M 10004 BRISTOL BOARD 4 PLY 22INX 011 J.R. REID SCHOO $122.00 7 7 10062 PAINT REGAL ACRYLIC 500 M 011 J.R. REID SCHOO $451.00 130 130 Stock Item Vendor Order Quant Ordered Invoiced U/M 10004 BRISTOL BOARD 4 PLY 22INX 011 CHRISTIE’S $1000 400 400 10062 PAINT REGAL ACRYLIC 500 M 011 CHRISTIE’S $9500 1200 1200