Seller_Office_Automation_Checklist_ B2727763.pdf
PDF 210 KB Posted
- Attached to
- SurfacePro Purchase
- Solicitation number
- B2727763
- Issued by
- Pennsylvania
About this file
This document is a Seller Office Automation Program Checklist from the City of Philadelphia Procurement Department, designed to guide vendors through the quotation submission process on the PHLContracts platform. The checklist outlines a 15-step process for vendors to submit quotes for office automation products and services, including the SurfacePro Purchase opportunity. Vendors must navigate through multiple tabs—General, Items, Questions, Terms & Conditions, Attachments, and Summary—completing required fields at each stage. The process requires vendors to confirm seller role status, answer the Local Business Entity (LBE) certification question (though the LBE Program does not apply to the Office Automation Program), provide unit costs and optional discounts for each line item, answer all mandatory questions, review and accept terms and conditions, and submit all required supporting documentation before final submission.
Key submission requirements include that all deliveries must be inside deliveries to a loading dock with vendors responsible for providing installation and configuration costs unless otherwise directed by the City. Vendors are required to submit product literature upon City request. The platform requires vendors to click "Save & Continue" on every tab to avoid validation errors, and vendors can access previously started quotes through the Working link on the Quotes tab. Successful quote submission depends on resolving all red validation warnings and completing every required field, with the final submission occurring through the Summary Tab after a comprehensive review of all entered information and attached documentation.
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| File | Type | Posted |
|---|---|---|
| OA_Form_B2727763.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 .