Quick Buyer Guide The RFT Process

Transcription

1 Quick Buyer Guide The RFT Process October

2 Version Control Version Date By Description Vivien Pierce First Draft Vivien Pierce Revised 2

3 Table of Contents Introduction... 4 To Begin... 4 Create a Workspace... 5 Create a Tender... 7 RFT Checklist... 9 Manage Lots... 9 Set Message Recipients... 9 Select CPV Codes RFT Dates / Planned activities in this process Publication Sites Pricing Required (if any) Manage Questionnaire Documents Prepare zip file Internal Documents Invitation Letter Set weights Define opening committee Prepare and manage publications Publish Suppliers Pre-register supplier Send invitations Opening Procedure Assign Evaluator Evaluation Set Award Values Intention to Award Create Contract Prepare and manage award publications Publish Award Notice Close RFT

4 Introduction This document is designed as a quick buyer guide on the Tender process from creating an RFT (Request for Tender) through to Awarding a Contract. For a more detailed tender process, please read the EUS CTM Buyer User Guide which can be found on the etenders website. To Begin Go to and click on LOGIN to enter the system; Enter your user credentials and click Log In; 4

5 Welcome to your etenders Homepage. To see all Tenders, click on one of the links in the panel on the left of the page; My ongoing, Ongoing, Closed as below; Create a Workspace In this section you can create a new workspace which will act like a project folder/category folder for related tenders e.g. All tenders in the ICT and Office Equipment category. A team can be assigned to a workspace for access to all tenders within. You can decide to create / not create a workspace before setting up a tender. A tender can be created outside of a workspace for example if your tender is not related to any other tenders or if you don t want workspace members to view this particular tender. To create a workspace, click on the button at the bottom of the page Create new Workspace. 5

6 You are now presented with the Workspace form to fill in. Enter a reference, name and address for the new Workspace and click Save. Note: All fields with a * are mandatory fields. 6

7 You can Add/Remove members to the Workspace now and assign appropriate permissions as follows; Note: Members can have one or more permissions. Editor - Has permissions to update and view information. Limited editor - Same as Editor but cannot create objects. Viewer - Can only view information. Will not receive any system or alerts. Limited viewer Same as Viewer but cannot view quotation information. Evaluator - User can be selected as evaluator in a RFT if not "strict evaluation" is enabled. Create a Tender Create a Tender by clicking Create RFT within a Workspace or by clicking Create RFT outside of the Workspace at the bottom of the page. Choose Works, Supplies or Services as appropriate. Enter the estimated value of the contract click Next. Select a Procedure and click Next. For this example, Open Procedure (OJEU) is selected which is for Open Procedures above threshold that will be published to TED. NOTE: OJEU Official Journal European Union, TED Tenders Electronic Daily. If you check the box for Allow use of template based on a lower threshold value, you'll have to select one of the exceptions in the list provided. 7

8 Next you enter a tender Reference, Short description and Detailed description. In the example below, the procedure selected is Open Procedure (OJEU). Indicate your Response deadline and check the Use a tender box if you plan to open the Tender responses online. If you decide to open the tender responses offline i.e. receiving the responses on paper, uncheck Use a tender box and check the Disable submission of online proposals. You can also check the box provided if you want the awarded supplier to make a discount bid. If you plan to split the tender into lots, enter the number of lots and click Ok, otherwise click Skip for only one lot. 8

9 RFT Checklist You are now presented with the RFT Checklist, partial example below. Where there is a hyperlink to the right of a section on the check list, click it and follow the instructions in the left panel or as below; Manage Lots If you have broken the RFT into more than one lot, you can manage the lots here by clicking on each of the lot links to the right of the checklist. You can create, delete, copy or edit lots for this RFT. Click Edit to enter more details about a lot and then click Save. Click Delete to remove a lot and then click OK. Click Copy lot to create a new lot, enter details and click Save. Click Done when finished managing lots. Set Message Recipients Set/change who is going to receive messages from suppliers for this RFT. Each message received is seen on the message tab by all members but selected recipients will receive an alert/etenders notification of a new message. If no recipient is selected only the owner will receive alerts. To set a message recipient, check the box beside the member you wish to add and click Save. 9

10 Select CPV Codes CPV (Common Procurement Vocabulary) codes are used like a barcode to reference the particular item(s) you require. They are useful to Buyers when searching for Suppliers to add to their RFT. They are also useful to potential suppliers to search for business opportunities and to receive alerts for same. Select CPV codes by clicking Add You are then presented with the Category Tree (partial example below) and a list of CPV codes. Search by category name or select the code appropriate for your Tender request and click Add selected categories. Once you have added the appropriate CPV code, click Done. 10

11 RFT Dates / Planned activities in this process Here you can set/change all dates for the whole RFT. Select dates in chronological order. If you select dates in the wrong order, you will receive a warning. Check the boxes for the dates you wish to set. Set Publication of notice date for RFT here. The date has to be the same for all publication sites, e.g. etenders and TED. Set Deadline of clarification questions. No questions will be answered after this date. Set Quotation deadline for last date suppliers can respond to RFT. Tender box/envelopes can be opened after this date. Set Validity of tender date to ensure supplier maintains Tender offer until this date. Set Planned award date for when buyer plans to award the contract. Set Publication of award date for when the RFT process is finished and awarded supplier will be published to any of the publication sites. The publishing of award can only be done after a completed RFT process. Click Save when complete. Publication Sites Select the publication site where the notice and award will be published. The selection of publication sites cannot be changed once the notice publication date has passed. Select the Sector, e.g. General procurement, Utilities or Defence and security. Click Save when finished. 11

12 Pricing Required (if any) Here, you can decide the types of quotes you wish to receive from suppliers; Check Total quote requested and click Save if you wish to get one full quote If you have more than one package, you will need to do this for each package If you will allow suppliers to provide a quote with add-on s, check Option total quotes and click Save o State the number of add-on s allowed. Manage Questionnaire In this section, you can set questions for the suppliers to answer in relation to the RFT. You will use the answers to these questions in your evaluation. Predefined questions are available right away with every template and if you don t want to use them you should delete them. You can add questions from a template or create sections and then create questions within each section. Note: If you do not want to receive any responses through the system then you should disable the Pricing Required and Manage Questionnaire sections. Click Add from template to add a predefined question. Select a template from the dropdown menu, e.g. Evaluation criteria (4), check the main box for the full set of related questions or check only the questions required. Click Link to import questions in an un-editable format or Copy for an editable format. 12

13 You now have a list of predefined questions. If you would like to add more questions, click Create section as below. Give the section a name, e.g. Criteria. Click Save when complete. 13

14 Check the Section (Criteria) box and click Create question to add a question within that section. Choose the question type and click Next. For the purpose of this manual, I have chosen Single Choice so the answer is only right or wrong. Choose the question type that suits your question. Select section where you want your question to appear (Criteria). Give the question a code, this is just a number for your question, I have numbered it 1 here, you could add a second question and give it code 2. Next, enter your question, then enter the possible answers to choose from. By checking the Mandatory requirement box at the bottom, this highlights the Mandatory requirement values boxes. NOTE: This mandatory requirement is not that you must answer the question but more so that you must give the correct answer, such as No, I am not bankrupt! Click Save as draft when complete. 14

15 The question is now set as Draft and will not be seen by the supplier until it is updated to a new version, check the box beside the question and click Update to new version. 15

16 Draft has changed to 1 as below and will now be seen by the supplier. Click Done when finished adding questions. Documents Here you can upload documents for the suppliers to download; Click on Upload files to upload files (documents) from your computer, check the box beside the file you want and click Upload. Click on Add from shared folder to add files already uploaded to etenders Click on Manage Folders to create folders to put your files in. Do this if you want to bundle uploaded files into folders for zipping. Click Done when complete. Prepare zip file Here you can zip up files from the previous section for a supplier to download all at once. Click Zip documents Internal Documents This is the same process as the Documents stage above, but in this case, uploaded files are internal for the RFT and are not visible to suppliers. 16

17 Invitation Letter Here you can create/select from template a letter to go out to suppliers receiving the RFT. You can write your own letter, click Save and Done or; Click Load template to load a predefined letter template. Use the Variable settings to add fields to your letter such as RFT.owner, RFT.description, Date etc. 17

18 Set weights In this section you can put a weight beside particular areas of your specification that you consider important in your decision making. For example, if you have asked a particular question that you consider to be worth 50% of the decision to tender, put 50% beside this question. All weighting must add up to 100%. 18

19 Define opening committee Here you can select users to open the tender box. To select users, click on a user from the All users field on the left and click the arrow pointing to the right, that user is now one the Selected Users to open the Tender Box. If you want all users in the project required to open the tender box, click on All users at the bottom and click Save. Though, it is recommended that you click Other and enter in a minimum of 2 users for opening a tender box as this way you won t have to wait for every user to open the tender box. Click Save when finished adding/removing members. 19

20 Prepare and manage publications Here you can prepare the contract notice for both etenders (alone if below threshold value) and TED. Click the This Site link for the etenders contact notice. Select Contract Notice and click Save. You can change the publication date now if you wish and view the contract notice to be published to etenders. When finished click Done. Click the TED link for the TED contact notice (OJEU). Select Contract Notice (or another option from the drop down menu) and click Save. You can now fill in the Contract notice form to go up on TED. Click Fill in Form. 20

21 Contract Notice You are now presented with the TED Contract Notice Form. Complete each section carefully and ensure you fill in all mandatory fields marked with a *. You will be prompted with a warning if you fail to complete a mandatory field. Choose an option from the dropdown menus for Language, Type of Contract, The notice involves a contract, Procedure and click Save and next. 21

22 Fill in your company contact details as per screenshot below. Some details may be pre-populated from your company profile, for example; Name Address Telephone Website When complete click Save and next. 22

23 Select the Type of contracting authority you are from the dropdown menu and if you choose Other, you must fill in the Other field. Select your Main activity. Check the box at the bottom if your Contract Award is on behalf of other contracting entities. When complete click Save and next. 23

24 Fill in all fields for Object of the Contract as per screenshot below. For the NUTS code, click the Add button, select Ireland and click Save. When complete click Save and next. 24

25 NUTS code selection If you have divided the RFT up into lots, select Yes for the first question below and complete the rest of the fields on the page for Lot 1. At the bottom of the page, click + Add lot to fill in details for Lot 2, then click + Add lot for Lot 3 and so on. If you have only the one Lot, select No for the first question below. When complete click Save and next. 25

26 26

27 Fill in all fields for Object of the Contract as per screenshot below. When entering in the estimated cost excluding VAT, enter in the full value, or choose to enter in a range of values. Ensure you select the correct currency. When complete click Save and next. 27

28 Fill in all fields for legal, economic, financial and technical information as per screenshot below. When complete click Save and next. 28

29 29

30 Fill in all fields for Procedure as per screenshot below. When complete click Save and next. Fill in all fields for Administrative information as per screenshot below. When complete click Save and next. 30

31 31

32 Fill in all fields for Complementary Information as per screenshot below. When complete click Save and next. Finally, review and finalise the Contract Notice. Read carefully through the form data and click Accept. Click To checklist to go back to the RFT checklist in order to now publish the Contract Notice. 32

33 You can now see that the Contract notice is ready to be published indicated by the green tick, click Done. Publish Publish to the site selected in the Process template. This site is TED is Click on the blue Publish All button. You will notice that the status has changed from Not published to Ready for publication. This will change to Sent for review when the publish deadline is reached and then finally status will become Published. 33

34 Suppliers This section is used to search for suppliers to add to your RFT. The following search facilities are available and you can search using any of the filters within any of the search tabs, make your selection and click Search; Quick Search RFT Search Category Search Approved Suppliers Quick Search RFT Search Category Search 34

35 Approved Suppliers: Under this tab, you can list approved suppliers and simply click Add to RFT. Pre-register supplier In this section you can pre-register any non-existing supplier to this RFT and include them in the invitation . You should firstly ensure that the pre-registered supplier does not exist in etenders already. Simply fill in the supplier s details as below and click Save. 35

36 Send invitations Create or select an Invitation letter that will be displayed to the suppliers receiving the RFT. Click To to select the suppliers you want to invite Enter details of your letter in the box provided Click View Invitation to see the invitation that will go out Click Invite to send the invitation Opening Procedure In this section you open the tender box to see all responses to the RFT. A minimum of two users is required to open the tender box. Click Open beside the name of each user, enter the user credentials and click Open. 36

37 Assign Evaluator In this section, you can assign evaluators to question sections if required. Simply check the box beside a user to assign them to a question section and click Save/Notify. The user will receive a message telling them they have a task to perform. You can remove the evaluator task in the same way, just this time uncheck the box beside a user and click Save/Notify. PLEASE NOTE: If you assign one user to a question section, the other users in the list will not be able to edit any of the sections of the questionnaire. In that case you need to check the boxes beside all users that need access to the question sections. Evaluation In this section, you can evaluate responses through the evaluation tool. You can rank and score each supplier based on their responses by clicking Get rank and score. 37

38 Set Award Values In this section, you can add/modify the award values for each response submitted or if a supplier has expressed an interest in the RFT but did not respond. Enter the award value in the box provided for each supplier. Where a response has been submitted, you will see the value below the box, enter this value in the box provided. Where there is an expression of interest but no response submitted, there will be no value given below the box provided, you can enter the value given from paper or non-etenders response. Click Save and Done when complete. Intention to Award In this section, you choose which suppliers to award. You can choose one or more suppliers. If choosing more than one supplier, you can rank them if you wish. If there is a red mark beside a supplier, they are not fully compliant with requirements. You can score and rank the suppliers to see where they came in the evaluation by clicking Show score and rank. To award, simply check the Award box beside your chosen supplier. If more than one chosen and you wish to rank them, enter 1, 2, 3 etc. in the rank box. You can inform suppliers of the award by clicking Create message. Click Save when complete. 38

39 You now enter a reason/justification for your decision and click Save. Create Contract In this section, you simply create the contract. Fill in the required fields in the screenshot below. The left panel gives a brief description of each selection to fill in. Click Save when complete. 39

40 In the form you see the following fields; Work flow type is used to select whether to sign the contract on paper or digitally. We sign on paper so select Signing outside of CTM. Contract Type can be Project, Framework Agreement or Call Off. Select as appropriate. Call-off type is used when Framework Agreement is selected. Select as appropriate. In the next section, check the box beside the package to be included in the framework agreement. Click Save when complete. 40

41 You are now presented with the Contract Checklist where you can do the following; Setup contract add-ons and set their values. Enter the add-on and click Save. Attach internal and external (visible to supplier) documents the same way as when attaching documents to the RFT. Add/edit internal information. This is not visible to the suppliers. Select Suppliers for the contract, simply check the box and click Save. Manage supplier information; you can enter additional information per supplier in the contract. Enter the information in the box provided, click Save and Done. You can create/select from template a cover letter that will be sent to awarded suppliers, in the same way as you created the invitation letter. Finally save the contract by clicking Save as final. 41

42 You can add/remove members to the contract and assign them rights in the same way you do when creating the Workspace and creating an RFT. Click Assign user rights Click Done when complete. Prepare and manage award publications Here you can prepare the contract award notice for both etenders (alone if below threshold value) and TED. Click the This Site link for the etenders contract award notice. You can change the publication date now if you wish and view the contract award notice to be published to etenders. When finished click Done. Click the TED link for the TED contact award notice. You can change the publication date now if you wish and fill in the Contract notice form to go up on TED. Click Fill in Form. 42

43 Contract Award Notice You are now presented with the TED Contract Award Notice Form. Complete each section carefully and ensure you fill in all mandatory fields marked with a *. You will be prompted with a warning if you fail to complete a mandatory field. Select your language and type of contract as per screenshot below. When complete click Save and next. Fill in your company contact details as per screenshot below. Some details may be pre-populated from your company profile, for example; Name Address Telephone Website When complete click Save and next. 43

44 44

45 Fill in all fields for the Object of the Contract as per screenshots below. As before, for the NUTS code, click the Add button, select Ireland and click Save. When complete click Save and next. 45

46 Fill in all fields as per screenshot below. When complete, click Save and next. Fill in all fields as per screenshot below. When complete, click Save and next. 46

47 Fill in all fields for each Lot as per screenshot below. When complete, click Save and next. 47

48 Fill in all fields as per screenshot below. When complete, click Save and next. Finally, review and finalise the Contract Award Notice. Read carefully through the form data and click Accept. Click To checklist to go back to the RFT checklist in order to now publish the Contract Award Notice. You can now see that the Contract Award Notice is ready to be published indicated by the green tick, click Done. 48

49 Publish Award Notice Publish to the site selected in the Process template. This site is TED is Click on the blue Publish All button. You will notice that the status has changed from Not published to Ready for publication. This will change to Sent for review when the publish deadline is reached and then finally status will become Published. Close RFT Closing the RFT sets the RFT in a non-editable mode and moves it to the completed list of RFTs. Click Close. You will be prompted to make sure you are ready to close as you cannot make any more changes after this point. 49