CBC-PROC-266 Version 1 last review date: Nov, 2019

1.0 Request for Quote

1. CBC Help Desk to raise RFQ in CBC CMMS. Email a copy of clients RFQ work order if applicable to CBC Help Desk.
2. Create CBC quote in Quotewerks. Insert CBC CMMS and Clients Workorder number in Quotewerks “Sale info tab”. CBC CMMS and Clients Workorder number will appear on the quote.
3. Email CBC quote to client for approval. Reference CBC CMMS RFQ number in the document name. e.g. CBC Quote 4605425-Queens Road Kingston-Boundary Fence. (Don’t Reference Quoteworks number)
4. Provide all quotes and relevant documents to CBC Help Desk to be save against the RFQ work order in CMMS. CC in all the relevant CBC contract representatives.
5. CBC Help Desk will then raise a work request and to complete the closeout of the RFQ in CMMS.

2.0 Quote Approval

1. Receive Purchase order from Client
2. Email Client purchase order to CBC Help Desk. The email should contain the follow.
   • Reference the relevant CBC work request number the PO is assigned to.
   • Work order structure e.g. Project Work order with linked.
   • Providers requiring work orders.
   • Confirm priority level and job type.
3. Once the job is completed in CMMS, email CBC Accounts that the job can be invoiced.
4. Client purchase orders for quote/project works aren’t part of the monthly claim and can be invoiced immediately once the job is completed.