ISTAR REGISTRATION & BID SUBMITTAL GUIDE

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ISTAR REGISTRATION & BID SUBMITTAL GUIDE There are two ways to access the registration, login and password reset as follows: 1. Follow this link to register or login to istar: https://fsm.lonestar.

1 ISTAR REGISTRATION & BID SUBMITTAL GUIDE There are two ways to access the registration, login and password reset as follows: 1. Follow this link to register or login to istar: 2. Login to the Lone Star College Webpage. Follow this link: Click on the istar Vendor Portal Link located on the right hand side of the screen. Step 2: Click Here 3. Using either option will get you to the screen below. You may do any of the following: Register as a Bidder (never done work with LSC before) Register as a Supplier (VENDOR ID# Required) Reset your password Log in if you are already registered. Please note that bidder registration is linked to the company Tax ID. Only one registration is allowed per company. The password can be changed to accommodate new users if a new person is assigned to receive bid notices. In addition, the address to receive notices must also be updated, otherwise the bid notice will go to an inactive . Page 1 of 12

2 ISTAR REGISTRATION & BID SUBMITTAL GUIDE TIPS FOR CHOOSING YOUR USER ID: VENDOR/BIDDER USER ID Please consider the following when creating your user ID: Use partial or all of your company name (USER ID CANNOT BE CHANGED AT A LATER DATE) Use all CAPS No more than 10 characters No spaces All alpha, no numbers or special characters **NO ADDRESSES!! (CANNOT USE AN AS A USER ID)** *PLEASE DO NOT REGISTER MORE THAN ONCE* To edit categories visit Manage Events and Place Bids > My Categorizations. Please allow several seconds between each selection for the screen to refresh. To edit/add Account Users and Addresses after completing registration go to Manage Events and Place Bids > My Bidder Profile. For registration assistance, if needed, please contact: Bidding Questions Vendor Registration Christina Thibodaux Lynn Bourque Purchasing Department Purchasing Department For sourcing event information, please contact the Commodity Manager listed on the sourcing event or refer to the list below: Cynthia Bright Senior Purchasing Manager Matthew Glidden Commodity Manager Kim Burnaman Commodity Manager Michelle Allen Commodity Manager Phil Barker Commodity Manager Jacqueline Mickens Commodity Manager Christine Campos CommodityManager Page 2 of 12

ISTAR REGISTRATION & BID SUBMITTAL GUIDE Viewing & Accepting Bid **DISCLAIMER** Cannot submit a bid WITHOUT being logged into the Vendor Portal with your

If Lone Star College does NOT receive your bid, you will have no recourse as LSC will not be able to determine if you were in the system and uploaded.

3 ISTAR REGISTRATION & BID SUBMITTAL GUIDE Viewing & Accepting Bid **DISCLAIMER** Cannot submit a bid WITHOUT being logged into the Vendor Portal with your USER ID & PASSWORD. If Lone Star College does NOT receive your bid, you will have no recourse as LSC will not be able to determine if you were in the system and uploaded. There will be no record of your submission. Once registered, you will need to log in using your user ID and password that you created. Then, follow the steps below: 1. Click on Manage Events and Place Bids Step 1: Click Here 2. Next, Click on View Events and Place Bids Step 2: Click Here Page 3 of 12

4 ISTAR REGISTRATION & BID SUBMITTAL GUIDE 3. Next, select the Event you will be bidding on (SEE EXAMPLE BELOW) The screen below displays all the events that are open and active. Click on the one you wish to open and view. Step 3: Click on desired bid event Page 4 of 12

5 ISTAR REGISTRATION & BID SUBMITTAL GUIDE 4. Next, click on Accept Invitation Step 4: Accepting does NOT require a bid submission at this time, rather it will send a notification to the event creator of your acceptance. 5. After clicking Accept (above) it will re-route to the previous page; at this point repeat step 3. The above screen gives a brief description of the event, the calendar of events, the contact name and information and the line(s) with a red star that require a response. 6. Next, click on Bid on Event to view the entire bid details Page 5 of 12

6 ISTAR REGISTRATION & BID SUBMITTAL GUIDE Step 6: Click Here 7. Next, you will be prompted a questions to default the bid quantity for each line; click Yes Step 7: Click Here 8. Then, you are ready to view all of the details of this Event and Submit your bid when ready. *NOTE: All attachments for the bid are in the section View/Add General Comments and Attachments* Step 8: Click Here Page 6 of 12

7 9. Next, you will find all the attachments needed for the bid, including the specs and event details, etc. Click View to open. *NOTE: Some security settings won t allow pop-ups & won t let you view the attachments. To solve this, click on the CTRL key & the attachment at the same time. *DO NOT UPLOAD BID PROPOSAL IN THIS SCREEN, SEE NEXT STEP FOR SUBMITTING PROPOSAL* **Scroll down to the bottom of the page and Click OK** Bid Submission Generally, the Bid Response is divided into two steps. 1. You upload your PDF Copy of the Document and answer questions if required. a. Everything with a red star requires a response. Page 7 of 12 Because it s a required field, type: See Attachment inside the Response box Click Here: Upload a PDF Copy of proposal

*Once you click on the link; the following screen appears.

*The following screen will appear once it has been SUCCESSFULLY uploaded: If the file name appears under

You may type a description for your document or select Add New Attachment if you wish to attach another document.

8 *Once you click on the link; the following screen appears. Click Here to Upload PDF document Click here to choose the PDF file to upload. *The following screen will appear once it has been SUCCESSFULLY uploaded: If the file name appears under Attached File, you have attached your document. You may type a description for your document or select Add New Attachment if you wish to attach another document. RECOMMEND USING SAMPLE PROVIDED ABOVE. EX: 405_LSC_Proposal *PDF FILE NAME CANNOT BE MORE THAN 30 CHARACTERS; ERROR WILL OCCUR OTHERWISE* If you are done, click OK and you will be back on the Event Details, ready to continue with the rest of your response. Page 8 of 12

2. Bid Required: Line Item Entries a. Everything with a red star requires a response. b. When entering line item pricing follow the below instructions: i.

00 for $1,500.00. iv. An error will occur if pricing is not entered in whole numbers and without commas or dollar sign. v.

9 2. Bid Required: Line Item Entries a. Everything with a red star requires a response. b. When entering line item pricing follow the below instructions: i. Use whole numbers only, do not use commas and do not use $$ sign. ii. When asking for percentage input 3 for 3% or 3.5 for 3-1/2% or.50 for 1/2. iii. When asking for dollar value input for $1, iv. An error will occur if pricing is not entered in whole numbers and without commas or dollar sign. v. Pricing must be completed in the I-Star System as well as in the pricing sheet attached to the RFP (if applicable). vi. RFP will not show in the I-Star System if Pricing is not entered in I-Star. Click on Validate Entries BEFORE you submit your bid to make sure there are no errors with your response. Click OK & scroll to the top to see what the error is Common Errors Include: Response required. You must enter a response for General Question 2 - TOTAL PURCHASE COST: (40 points)...! Response required. You must enter a response for General Question 3 - QUALIFICATIONS/EXPERIENCE/SERVIC...! Response required. You must enter a response for General Question 4 - VENDOR REPUTATION: (10 points)...! Response required. You must enter a response for General Question 5 - HUB PLAN: (15 points) Provide c...! Response required. You must enter a response for General Question 6 - Completeness and Thoroughness of...! Response required. You must enter a response for General Question 7 - CONFLICT OF INTEREST QUESTIONNAI...! Response required. You must enter a response for General Question 8 - FELONY CONVICTION DEBARMENT CLEA... Page 9 of 12

Click ok and you may "Submit" your bid or "Save" your bid before you Submit by clicking "Save for Later". 4.

10 The above errors mean a response was not typed on each of the response boxes. In this case see attac hed Once you correct all errors, click Validate Entries again, and if everything is 100% correct, you will get the following screen: Step 3: Click ok 3. Click ok and you may "Submit" your bid or "Save" your bid before you Submit by clicking "Save for Later". 4. If you save for Later, you will need to log-in to go back into the system. Once you log-in, you will need to follow the steps starting on pages four, five and seven which will take you to the following screen: Step 4: Click on View, Edit or Copy from Saved Bids Step 5: Click View/Edit to open save bid. Will re-direct you to Event Details Page 10 of 12

11 Step 6: Once you have made all changes, and validated your entries, you may now click on the Submit Bid button 7. If you Submit your Bid the first time and do not save, you will immediately receive a system notification letting you know that your bid was submitted as follows: Page 11 of 12 **You might also receive an confirmation of your submitted bid. DON T FORGET T O SAVE THE SCREEN ABOVE AS WELL AS THE AS PROOF OF SUBMISSION**

8. A WORD OF CAUTION: VIEW, EDIT OR COPY FROM SUBMITTED BIDS - This link is also available even after the bid is submitted and it will show the following screen with the bid status of posted: Bid

12 8. A WORD OF CAUTION: VIEW, EDIT OR COPY FROM SUBMITTED BIDS - This link is also available even after the bid is submitted and it will show the following screen with the bid status of posted: Bid Status of Posted means it has been submitted successfully DO N OT CLICK View /Edit A FTER POST ED. It will REMOVE the BID from submission AFTER your confirmation! Even if no changes are made to the bid, it has to be re- submitted, by clicking the submit bid button again, followed by another confirmation notification. Bid Questions If you have questions regarding the Event you are bidding on, please submit them via to the appropriate commodity manager for that particular Event. Bid Responses When questions are submitted via to the appropriate commodity manager, an Addendum will be issued with the responses. The addendum is added to the Event as an Attachment. Page 12 of 12 Last updated:

ISTAR REGISTRATION & BID SUBMITTAL GUIDE

ISTAR REGISTRATION & BID SUBMITTAL GUIDE There are two ways to access the registration, login and password reset as follows: 1. Follow this link to register or login to istar: https://fsm.lonestar.edu/psp/fsmprd/supplier/erp/h/?tab=default 2.