Getting Quotes For Vendor Services SOP
- Check WV trust for pre-approved vendors or preferred vendors
- On Homepage click "property name" under our properties.
- Preferred vendors are vendors that have existing contracts or relationships that have excellent performances.
- If no vendor exists, send email to admin at wv for adding a new vendor.
- Create a 'maintenance' Ticket in Paperless Tasks
- Get 3 quotes from existing and new vendors.
- If there is a preferred vendor, may go ahead without other quotes.
- Vendors will be informed if they are 20% above average quote and asked to 're-bid' at a lower price.
- If there is a preferred vendor, may go ahead without other quotes.
- Get approved by any director with "Ok go ahead"
- Update job process and when it starts and completed.
- You maybe attach pictures here.
- You maybe attach pictures here.
- Once vendor completes and wants payment.
- Update ticket to 'Feedback' and type 'job finished'.
- Forward invoice to 'admin' at wesvault for payment.
- Admin will update ticket to 'Done' once payment has been made.
Template for Replies
Invitation to Re-bid | Quote More than 100%
Dear Sir/Mdm,
Please note, your bid price exceeds another vendor's bid by more than 100%. As a valued partner we invite you to re-bid within 3 working days. Please feel free to clarify the scope.
We look forward to receiving your updated bid.
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[Service] Quote Awarded!
Dear Sir/Mdm,
Your quote for the above service is successful. Please contact XYZ to arrange a date and time to carry out the work!