Seller_Office_Automation_Checklist_B2727576.pdf

PDF 210 KB Posted

Attached to
Palo Alto Firewall for Simons Rec Center (FY27)
Solicitation number
B2727576
Issued by
Pennsylvania

About this file

This is a seller checklist for the City of Philadelphia Procurement Department's Office Automation Program, designed to guide vendors through the quote submission process on the PHLContracts portal. The checklist outlines a 15-step process that sellers must complete to submit a quote, beginning with ensuring the correct seller role is selected and proceeding through the General, Items, Questions, Terms & Conditions, Attachments, and Summary tabs. While the related contract opportunity references a Palo Alto Firewall installation for Simons Rec Center in Pennsylvania, the checklist itself does not specify product categories, quantities, response deadlines, or contract award dates. Instead, it focuses on the procedural requirements for any vendor submitting quotes through the Philadelphia office automation program.

The checklist emphasizes that vendors must complete mandatory fields on each tab, including indicating whether their business is certified as a Local Business Entity, providing unit costs and any applicable discounts for each item, answering all mandatory questions, and accepting the terms and conditions. Vendors are required to provide installation and configuration costs unless otherwise directed, submit product literature upon request, and arrange for inside deliveries with drop shipment to loading docks being unacceptable. The document does not contain specific pricing terms, set-aside information, funding amounts, or other financial details; rather, it serves as an instructional guide to ensure compliance with the City of Philadelphia's procurement submission requirements.

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Office_Automation_Form_B2727576.pdf PDF

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Text version

CITY OF PHILADELPHIA

PROCUREMENT DEPARTMENT

PHLContracts Seller Checklist for Office Automation Program

*** Reminder: Click "Save & Continue" on every tab *** Looking for a quote you started but have not yet submitted?

Click on the Quotes tab to the right of the News and Vendor Communication tabs.

Click on the Working link to continue with your quote.

*** Seller Role ***

Make sure you are in the Seller role, not the Seller Admin role. Click on the user icon on the top right of the screen. If Seller‐Admin appears, click on the down triangle

, then select Seller. The screen will refresh with the Seller role.

General Tab Step 1: Save & Continue

Red validation messages will appear at the top of the screen. After reviewing and completing every tab, the warning messages will disappear, and you will be able to submit your quote.

Step 2: Select Yes if your business is certified as a Local Business Entity (LBE), otherwise select No, then click "Save & Continue" The LBE Program does not apply to the Office Automation Program, but this question must be answered in order to proceed with your quote.

Step 3: Select Acknowledged For each item listed on the Items tab, indicate a cost or select 'No Charge'. Please do not select 'No Bid'.

Items Tab

Step 4: Enter the Unit Cost and Discount (optional) for each item listed in the bid

Step 5: Use the Alternate Description field for additional information or include it in a separate attachment uploaded to the Attachments tab.

Questions Tab

Step 6: Answer all mandatory questions

Terms & Conditions Tab Step 7: Download and Save all attachments listed

Step 8: Review Office Automation Form for installation, configuration, and maintenance requirements

Step 9: Accept the terms and conditions of the bid

Step 10: Complete any Attachments required to be submitted with your quote

Step 11: Complete any Attachments required to be submitted with your quote

Attachments Tab

Step 12: Attach any documents related to your quote

Summary Tab

Step 13: Review your quote

Step 14: Address any Red validation warnings

Step 15: Submit your quote www.PHLContracts.phila.gov http://www.phlcontracts.phila.gov/

*** Reminder: Click "Save & Continue" on every tab *** Looking for a quote you started but have not yet submitted?
Click on the Working link to continue with your quote.
General Tab
Items Tab
Questions Tab
Terms & Conditions Tab
Attachments Tab
Summary Tab

File details come from the government source that posted it. Updated .