In-tend Organiser User Guide e-Tendering System

In-tend Organiser
User Guide
e-Tendering System
April 2013
Version 3.2
In-Tend Organiser
Version 3.0
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Contents
Organiser - In-Tend Homepage Navigation (Page 4)
Organiser - Create a New Project (Page 5)
Project Administration View
Project Summary View
Add Project Users and Opening Ceremony Users (Page 17)
Organiser - Create New Stage (Page 18)
Stage Administration View
Stage Summary View
Organiser - Create Document Set (Page 25)
Organiser - Build Document Set (Page 29)
Organiser - Publish Project to Supplier website (Page 28)
View Supplier web site (Page 31)
Supplier – Express Interest (Page 33)
Organiser - Manually Accept ‘Expression of Interest’ (Page 34)
Organiser - Publish Document Set (Page 34)
Supplier – Submit Tender Return (Page 35)
Organiser – Opening Ceremony (Page 39)
Organiser – Accept/Reject supplier returns (Page 42)
Organiser – View Return (Page 41)
Organiser – Mass Downloading Documents (Page 41)
Organiser – Award Tender (Page 43)
Organiser – Publish Awarded Tenders (Page 45)
Organiser – Project History (Page 45)
OJEU – (Page 46)
Clarifications – (Page 51)
Correspondence – (Page 54)
Correspondence Trail—(Page 60)
Questionnaires – (Page 61)
Document Storage – (Page 68)
Actions – (Page 70)
Project Templates – (Page 72)
Multiple Envelope Tendering—(Page 76)
Flowcharts – (Page 80)
Single Stage Tender - (Page 81)
Multiple Stage Tender - (Page 82)
Closed Tender – (Page 83)
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Company Registration Number: 5845701 • VAT Registration number: GB 886 4167 79
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IN-TEND ORGANISER
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All areas of the system can be accessed via the In-tend Organiser. The drop down
menus located at the top of the Home Page (1) gives the user access to every area
of the Organiser. This menu is often used to alter administration preferences, as
well as for quick navigation to varied functions, such as creating questionnaires,
reports and document sets. A Navigation Bar is also located at the bottom of the
screen (2) which displays links to key parts of the system, whilst also allowing the
user to refresh the screen and go back/forward. The main area found on the
home screen (3) shows details of recent activities within the system, along with
links to relevant sections.
Supplier Messages
At the bottom of the Home Page just above the Navigation Bar are two tabs (4)

Supplier Messages ,which acts as your inbox giving you further warning of
recent communication from the In-Tend web site, such as new supplier registrations, expressions of interest, supplier returns and new correspondence
 Actions, which highlights any Actions that have been placed on users or suppliers that are due for completion or are outstanding.
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Company Registration Number: 5845701 • VAT Registration number: GB 886 4167 79
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Creating a Tender
Any procurement exercise conducted through the In-Tend System is called a
Project.
Searching for and Accessing Projects
There are a number of ways to navigate to Project Administration, where your list
of Projects can be found and from where you begin the procurement process

Rollover ‘Project’ on the top menu and then select ‘Project Administration’.

Click on the ‘Project Administration’ link on the Home Page.

Click on the ‘Projects’ button on the menu found at the bottom of the page.
You will find this is often the case when accessing various sections of the Organiser.
We will be clicking on the ‘Project Administration’ link found on the home page for
this example:
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Create New Project
To create a new Project, click on the ‘Project Administration’ link found on the home page.
The Project Administration page allows the user to view all their projects in a table/list (1).
From here, you can search for a specific project using the search bar or view details of a
project by using the menu buttons found to the right hand side of the screen. We are going
to create a new project, so click ‘Add Project’ from the right hand side menu (2).
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Add Project
The information you record in the Project setup forms the advert that is published to the In-Tend web
site. Fields left blank are not show in the web advert. Any fields that are a mandatory requirement will be
highlighted in Yellow. The Project title is the first mandatory field and must be unique (1).
Reference (2) If the reference is greyed out the system has been configured to generate an automatic
reference number otherwise the user may enter a reference number onscreen.
If the project is OJEU related, certain information will be pulled through onto the OJEU form.
You can only click the OK button on the New Project window when you have completed filling in all the
mandatory information. (Once you have pressed ‘OK’, you are able to go back and edit the Project to
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You should only click the “OK” button after working through the tabs and after completing the final tab [Website]
Complete all the relevant tabs ( details on following pages ) across the top of the ‘New Project’ screen, once completed click the ‘OK’ button to save your updates and create the Project.
The Project will appear in the Projects Administration window (but will not have been published to the supplier site).
When you get to the point where you are publishing your project to the supplier website, the
project will stay visible on the supplier website until the date you entered in the ’Allow supplier to request documents until‘ date field (3).
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The date in this field automatically defaults to the date the
project is created. Therefore you
must ensure you enter a date in
the future (usually the date of
the closing date of the 1st stage). If you do not put a date in the future, the project will be removed from the web site and suppliers will not be able to view
the information!
The Details Tab
Project title: (Mandatory Field)
Enter the title that you wish to give your project (The Project will save in ‘Project Administration’ against the title)
Reference:
A reference number you may have for the project.
Project sponsor customer or department:
This is the customer /department the project is being administered for. When the project is
first created, this field will contain your company's default customer. To change the customer, open the drop-down list of available customers and select the required customer
from the list. (Click on the ‘Green icon’ to be able to add to the Customers list or this can be
done centrally through the ’Lookup Tables’, which can be found in the top navigation bar
under ‘Administration’)
Main contact:
Enter the name of the person the suppliers will need to contact regarding the project.
OJEU notice (when known):
Enter the OJEU Notice reference. The date of the notice is entered in the associated date
field, which defaults to today's date when the project is created. A new date can be inserted by checking the box next to the date field or by activating the calendar icon next to
the date.
Allow suppliers to request documents until:
Enter the expiry date for expressions of interest/request for documents. When this date is
reached, the project will be automatically removed from the current tenders list on your
supplier web site.
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The Type Tab
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
Process – Choose from drop-down
Directive – Choose option from drop-down
Procedure – Choose option from drop-down
If the option isn’t in the drop-down list, you can add one by clicking the green icon
found to the right of the option box. The ‘Project creation date’ can also be entered if different to the default setting.
Note: When the project is first created, these fields contain your company's default, to change these select a different option from the drop-down list associated
with the field.
The Award Tab
Project award criteria checkbox
Tick this checkbox if you wish to set up award criteria. When the checkbox is
ticked, the other fields on the tab become enabled and you are able to enter the
relevant percentages against the criteria chosen, which must total 100%. You are
able to choose whether the supplier can view the Award Criteria as part of the
published project in the Web Site tab.
There are ten criteria fields available.
The user can customise up to ten award criteria in the ‘Lookup Tables‘ section of
the Organiser (for further details see the Advanced Tendering Guide).
Please Note: The award criteria here is for information only. It does not form any
part of the calculation process for the e-Evaluation module.
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The CPV
Common Procurement Vocabulary:
Clicking on the ‘Manage’ button will open a new window which will allow you to
search a list of CPV codes.
There are two search options, the Code Tree or Field Search.
Code Tree
To use the code tree, click on the ‘+’ signs to expand through the tree (1) until you
have reached the required code. Select the required code and then click ‘Add’* (2)
to insert the codes to the ‘Selected Code List’. Repeat this for all the required
codes. You can edit the ‘Main Object’ by selecting the code and clicking ‘Main
Object’ (3). Once done, press ‘OK’, this will pull through the selected codes into
the ‘New Project’ window. (*If you forget to press ‘Add’ and only click on ‘OK’, it
will lose your search and you have to go through the process again).
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Field Search
To search, select the ‘Field Search’ button. The search allows you to enter a key
word which will then bring up all the codes with that word in the description.
Select the requested codes and press ‘Insert’, before pressing ‘OK’.
The Description Tab (Mandatory Field)
The supplier will see the text entered in this field as the Description of the project
on your supplier web site. You can insert standard text by using the ‘Standard
Text’ button (1), which will take you into a new screen. Click ‘Insert’ to pull
through existing text into your project or ‘Add’ to create new text. (See the
‘Advanced Training Guide’ for further details of how to set up Standard Text)
Synopsis: - A file attachment to support the description
Click the ‘Add’ button (2) to navigate to the synopsis document and browse your
network. Link the document to the project by clicking the ‘OK’ button on the Add
Document dialog. The ‘View’ buttons enables you to view the synopsis document
from within the project and the ‘Remove’ button will remove it from the Project.
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The Pre Qual Standard Tab
Pre-Qualification Standard:
The supplier will see the text entered in this field as the Pre-Qualification requirements of the project on your supplier web site. You can insert standard text by
using the ‘Standard Text’ button.
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The Timescales
Use the calendar control or enter dates manually to enter the contract timescales
for this project. This defaults to today's date when the project is created. Check
the tick box next to the date if you wish the date to appear on the supplier web
site advert.
The ‘Contract value’ field is a free text field and allows you to give an indication of
the contract value if applicable. You can insert standard text by using the
‘Standard Text’ button.
The Notes Tab
Use this to enter any notes relating to the project. You can insert standard text by
using the ‘Standard Text’ button.
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Template Details
Template Details allows access to user created fields that can be used within the
project that are saved against a template. These can either be internal fields (useful
in reporting) or set to public / private (indicating whether the field can be seen in the
public or private part of the supplier portal). User created fields must be saved
against a template in order to be used.
Select the template name from the list within the dropdown and the associated
fields will be available onscreen.
(Details about creating user defined fields & templates can be found on page 71)
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The Classification Tab
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By using the Classification codes you are able to run reports for Projects linked to
the category codes or send an automatic alert to suppliers that have registered
against the business code that a new opportunity is available (subject to this function being switched on).
To set up one or more ‘Business Classifications’ for your project, click on the
‘Manage’ button (1). This opens the Project Classification view. Enter a key word
in the Search facility to locate the classification(s) you wish to attach. Tick the classifications you require from the search results then select the ‘Insert’ button to
add them to the ‘Selected Classification List’. Finally click the ‘OK’ button to add
them to your project. When the screen refreshes, the selected classifications will
be displayed on your Classification tab. This is very similar to the entering of CPV
codes.
The Customer Tab
Use this to attach any further customers or departments to the project (you will
already have chosen the lead department in the ‘Details’ tab. You only need to
select further departments in this tab if you are running a tender on behalf of
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The Web Site Tab
Automatically accept an expression of interest:
By selecting the tick box next to ‘Automatically accept an expression of interest’, any
supplier will automatically be accepted into the tender process when they express
interest in a project found on the supplier site.
Automatically publish first stage documents upon receipt of an expression of interest:
By selecting the tick box next to ‘Automatically publish first stage documents upon
receipt of an expression of interest’, any supplier who expresses interest in a project found on the supplier site will automatically be sent the documents from the
first stage of the tender (e.g. PQQ).
E-mail project users when correspondence is received:
By selecting the tick box next to ‘E-mail project users when correspondence is received’, the user will be sent an email to their work/personal email address when
any correspondence is received regarding the project.
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Website tab continued
Send Standard Correspondence messages:
Un-ticking this option will disable the system from sending out automated system
emails about the project. To be used if entering a project into the system for internal records only. Any suppliers attached to the project will not receive any emails
relating to this project.
When disabling ‘Send Standard Correspondence messages’ on a project, the project
will be identified on the project administration screen by a red cross against it.
Raise Action on user when incoming correspondence is received
The system will create an action within the system against the user specified for
each incoming correspondence received from suppliers associated with the project.
The user that the action is against must click the “Complete Action” button when
the correspondence has been dealt with. Any incomplete actions will remain in the
actions screen.
Show award criteria on supplier web portal:
If you have entered percentages into the ‘Award Criteria’ tab, you can choose
whether to publish this information to the supplier website or not.
Finally click ‘OK’ to complete the tender advertisement.
Now you have created your project, it will list in the Project Administration view.
Select the project you wish to view and click on the ‘Project Summary’ option at the
top of the right hand side menu (this is where you are able to manage your project).
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Managing the Project from the Project Summary Screen
From the ‘Project Summary’ screen you can access and manage all of the Project information.
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Project Summary
The Project Summary is the area where all the information relating to your tender
will start to accumulate as you go through the process. In the ‘Supplier Information’
section you will be able to view all details relating to the supplier involvement, from
Expressions of Interest and Correspondence to their Supplier Returns! From this
area you can add Project Users (1); this will allow them to see the areas of the project as per the rights allocated.
You are also able to attach the users who are expected to be present during the
opening ceremony procedure (2). By doing this, all users attached will be asked to
enter their password at the beginning and the end of the Opening Ceremony to ensure they were present during the whole process and provide a thorough audit trail.
Please note: You are able to change the Users upon starting the Opening Ceremony
if attendees alter.
The next step is to create the (first) stage, to do this click on the ‘Project Stages’ button at the right
hand side (3).
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Setting up an In-Tend ‘Stage’
In the ‘Stage Administration’ screen there are 3 stage options. ‘Add Stage’ can be
used for any kind of stage giving full set up options. ‘Add ITT’ & ‘Add PQQ’ can be
used to create a stage condensed to only the minimum setup requirements.
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Select the ‘Add ITT Stage’ (1) button
Complete all the relevant tabs across the top of the ‘Create New Stage’ screen,
once completed click the ‘OK’ button to save your updates and create the Stage.
The Stage will then appear in the ‘Stage Administration’ window.
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Overview Tab
The Stage and Project titles will automatically populate.
The start date defaults to the day you are creating the stage but can be changed to a date
in the future if required.
The Details and Notes sections can be used to enter relevant information relating to the
Stage. You can insert standard text by using the ‘Standard Text’ button.
Returns Tab
Receipting
Enter the end date and time
for the stage. This field defaults to today's date and the
time the stage was created.
This will dictate the information that suppliers see in the
tender return section. Suppliers will see the current server time and will be able to view a countdown which
will indicate the days, hours, minutes and seconds remaining until the tender closing date. This controls whether the return is on time or late (depending on the
settings that are chosen in the Opening Ceremony tab, such as ‘Accept late returns’)
By ticking the Lock Date box, the Opening Ceremony users are unable to perform
the Opening Ceremony until the lock date and time has passed, so the supplier
returns WILL NOT be opened early. This field defaults to today's date and the time
the stage was created.
Supplier Bid
You can choose whether or not you would want the suppliers to enter their bidding value as part of their return by selecting: Optional/Mandatory/Not Required
If you select Optional or Mandatory, you can either set the currency in which the
supplier must quote or allow them to choose. You can also force additional notes
if required.
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Documents
You can set the requirement for suppliers to return documentation as part of their tender
return. This defaults to Mandatory (this is greyed out if the supplier bid option is ‘Not Required’)
Remind suppliers about return closing dates
The In-Tend system will automatically generate reminder emails for suppliers involved in
the tender based on the information entered in this field. For the example shown, suppliers
would receive a reminder 5 days, 3 days and 1 day before the tender closing date.
Opening Ceremony tab
Settings
Open using a formal opening ceremony:
Opening Ceremony attendees will be set up as users in the In-Tend system and will
be pre-selected. It will ask for all attendees’ passwords at the beginning and at the end of the
opening ceremony to prove they were there throughout the whole process. There will be an
audit log of the attendees.
Force the entry of value and currency against each return:
If ticked, this forms a mandatory field and will force an opening ceremony attendee
to insert the suppliers bid. This means going into each individual supplier return, locating
their bid and inserting that price. The system will not allow you to complete the opening ceremony without inserting the bid for every return.
Reject all pending returns (not yet received) upon starting the opening ceremony:
If you have received 10 expressions of interest in a tender but only receive 8 tender returns,
when performing the opening ceremony it will open all 8 returns and give you the supplier
details and attached contents. By ticking this option, it will also open up the supplier details
for the two suppliers who have not returned but it will state that they are a ‘No Submission’.
If you do not tick this option, it will only open up the 8 returns and the other 2 would stay as
‘Return Pending, Unknown Supplier’.
Reject all late returns upon starting the opening ceremony:
If you allow the supplier to make a late return (see option in the list below) you can
set the system to automatically reject any return that is sent after the tender closing date. If
you do not check this box you will have the option to manually reject the return after the
Opening Ceremony.
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Returns
Allow multiple returns:
By ticking this box, the supplier will be able to make modified returns if they need to
amend or add to a previous submission. The supplier resubmits the complete tender response again and this will supersede any previous returns.
Allow returns after the stage return date/time:
If you do not tick this box the suppliers will be unable to make a late return. If a
supplier tries to make a return 1 minute after the tender closing date they system will tell
them that the time and date has passed and therefore they are unable to make a return.
Allow returns after the opening ceremony:
If you tick this box, suppliers will be able to make a tender return, even if the opening ceremony has been completed.
Automatically open returns when received:
By ticking this box, the system will automatically open a supplier return as soon as it
comes into the system. You will then have access to the supplier details and contents with no
need for an opening ceremony.
Alias supplier name until return opened:
By ticking this box the supplier will remain anonymous until the opening ceremony
takes place.
Standard Correspondence
Send Stage Accepted Email
After the opening ceremony has been completed, you should either accept or reject
the suppliers return. By accepting the return, the supplier will get a tender status update
when he logs into In-tend and views the tender history which will tell him that the tender has
been opened and is now being considered. By ticking this box, the system will send an automatic email informing the supplier of this in addition to the status update.
Send Stage Rejected Email
You would only reject a supplier return if for some reason you are refusing to evaluate their tender response. By rejecting the return, the supplier will get a tender
status update when he logs into In-tend and views the tender history which will tell him that
the tender has been opened.
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(If envelopes are not required please skip this page)
Envelopes
Electronic envelopes can be created and used in which to separate tender documents when the supplier submits a tender response. Envelopes are opened in sequence with a password after the opening ceremony has been conducted.
This allows for the for documents to remain locked an unavailable (eg documents
within a Financial Envelope) whilst the contents of the first envelope are being
evaluated (eg contents of a Technical Envelope)
Envelopes are used in conjunction with placeholders. Once you have created the
envelopes, you can assign any placeholders (document that a supplier must upload)
you have created to the relevant envelope. Note: Placeholders are created within
the document set after the creation of the stage, more information can be found on
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Evaluation Tab
Using e-Evaluation requires comprehensive set up, please consult the e-Evaluation manual for guidance. If eEvaluation is not being used this tab will not need to be completed. Simply click the “Ok” button to save the stage.
The “Evaluation” tab should be used to set the preferences for the evaluation module.
“Evaluation Close Date” sets a deadline for the Evaluators & Moderators to complete the evaluation process.
“Value Weighting” is used to set the percentage that the bid value is worth against
the overall tender.
”Value Weighting” should be used in conjunction with either selecting “Tender
Value” mandatory on the Supplier bid of the Returns tab or selecting “Force the
entry of value and currency against each return” on the Opening Ceremony tab.
“Default points for questions” Sets the default value for the questions created in
the evaluation questionnaire.
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Evaluation reason mandatory – Forces the evaluators / moderators to submit a reason to justify their scoring.
Remove evaluator responses once moderated :- Hides the evaluators response if a question has been moderated.
Can the evaluators see the summery mode :- Allows the evaluators access to
the summary screen.
“Action – message to be sent to the evaluator (empty for no action)” – triggered by
entering information in the text field, this sets an automatic action against each
evaluator and uses the “Evaluation close date” as the completion date for the action. The Users will receive an email informing them of this action.
Once completed click ‘OK’.
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This will then take you into ‘Stage Administration’ where all stages relating to your
current tender will be listed. To view further details for individual stages, highlight
the stage and select Stage Summary (1) from the right-side menu.
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To add the documents that will be sent to your supplier, click on ‘Document
Set’ (2).
From this area you can either ‘Add Document’ or ‘Add Multiple Documents’ and
‘Add Questionnaires’.
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Add Document
Click on the ‘Add Document’ button (1) and the Browse window will appear. Click
on the ‘Browse’ button to search on your network for the document you wish to
add to the document set. Click ‘OK’ to load the document into the ‘Add Document’ window.
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Description:
In the Description field you may type details about a document, such as why it has been marked as
pending.
Document pending:
Tick this check box if the document you wish to upload is not yet ready to be added to the document
set. This will create a space for the document and the system will not allow you to publish the document set to suppliers until the pending document has been uploaded into the system.
Internal Document (not published):
Tick the ‘Internal Document (not published) check box if the document you added is NOT to be published to the supplier. For example, the document may be a control document for your purposes only.
Raise action on this document:
Tick the ‘Raise action on this document’ check box to place an action on a user regarding the document. When ‘OK’ is clicked, this will bring up the ‘Create New Action’ window.
Click ‘OK’ to add the document to the document set.
Add Multiple Document
To insert up to five documents to the ‘Document Set’, click on ‘Add Multiple Documents’. The Browse
window is displayed which allows you to select five files individually. Note: The check boxes mentioned
in step 3 are not available using this method.
Add Questionnaire
If you wish to add questionnaires to the document set, click the ‘Add Questionnaire’ button on the
right of the screen. The ‘Add Questionnaire’ window is displayed with a list of available questionnaires.
Tick the box/boxes next to the Questionnaire(s) you want to add it to the document set and then click
‘OK’. If the questionnaire you want to add is not listed, then it may not have been created or completed. Only completed Questionnaires will be shown in the ‘Add Questionnaire’ window.
Document Wizard
From the Document Wizard you can copy documents from other areas within the system, ‘Standard
Document Set’, ‘Existing Stage’, ‘Project Documents’, ‘Contract Documents’ or ‘Customer Documents’. The most commonly used is the ‘Standard Document Set’ which allows you to create folders
within the system.
To add a standard document set, select the ‘Standard Document Set’ radio button. This filters the list
to your standard document sets. Select the document set you wish to add and click the ‘Next’ button.
The next window will list the documents in the set. If you want to add these documents, select the
relevant tick box and then the ‘Finish’ button. (Standard document sets are set up in the ‘Look up
Tables’. Instructions for how to do this can be found in the Advances guide).
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Placeholders
Placeholder are a way of specifying a document type for upload by the supplier. Adding a placeholder
is an excellent way of ensuring the suppliers return specific documents required as part of their tender
submission. The example below shows a placeholder created for the supplier to upload their “Offer
Submission Form”. When a placeholder is created a red upload button will be displayed along side the
description (instruction to supplier).
To add a placeholder, click the ‘Add Placeholder’ button. In the pop-up window, create a description of
the document you are expecting (this forms the instruction to the supplier) and then select the document type from the drop down list before pressing ‘OK’. Please note: The document type is a way of
labeling the document internally within the system. Users of the system can create new document
types if required (See Administration Guide) alternatively select the document type “General” if the
document type you require is not listed in the drop down list.
Ticking the box “This document must be included in the return” creates a mandatory upload button
and the supplier will be required to upload against the placeholder before they are able to submit their
return.
Multiple Envelopes -Note: If using multiple envelopes the envelope drop drown can be used to determine which
envelope the document will belong to. (Information on using envelopes can be found on page 75)
Allow suppliers to upload non-placeholder
documents when using placeholders:
Un-tick this box if you would like to prevent
the suppliers from uploading anything other
than the placeholders that have been created. (This removes the generic “Add Documents” button from the suppliers submission screen).
Please note: If you un-tick this option you
will need to make sure you have created the
correct number of placeholders for the
suppliers to upload their documents against
as the “Add Documents” button will not be
available.
Supplier Site—Supplier Viewing Return Screen
This example shows the suppliers return
screen showing four placeholders that have
been created asking for four documents, Offer
Submission Form, Tender Return, Public Liability Insurance Policy & ISO Accreditation.
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Workflow—Actions on returned documents
1
If you have added Placeholders, you are then able to add an associated workflow
(the workflow tab of edit stage screen). This allows you to set up actions against
users, which will generate an action (sent via email) and will be triggered once
documents are received and opened (either automatically or after the Opening
Ceremony.) Click “Add “(1)
to create the workflow ,
specify a description of the
action you want completing
i.e. ‘Please check this insurance has the correct level
of cover’. Select the user or
group you wish to be actioned, and how long they
have to complete the action. Lastly select the document type that you want to
trigger the action.
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1
If you need to alter the position of the document within the list this can be done by
selecting “Edit Link” and changing the position number.
When you are confident that you have added all tender documents to send to
suppliers as part of the current stage and have added any required Placeholders,
you are ready to build the document set. By building the document set you are
confirming that the documents are ready to be published to suppliers.
To do this you must be in the ‘Stage Summary’ so you need to ‘Close’ (1) the
Document Set
(you may need
to scroll down to
see the ‘Close’
button)
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Once you are back in the ‘Stage Summary’ screen you must build the document set.
Click the ‘Build Document’ button and you will then be presented with the above
screen to complete and build the document set.
Please Note: You are only able to build the document set once, so please ensure
that it is the very last thing you do and that you are sure that all documents have
been added to the Document Set, as you will be unable to amend after the document set has been built. NOTE: If you are using e-evaluation module then this will
need to be set up BEFORE the documents are built.(See evaluation manual)
Once the tender is ready, you must publish the Project to the supplier portal.
Remember that in the first instance you are only publishing the project, the stage
and document set will be sent to suppliers who express an interest in the tender
and are accepted in the Organiser – to publish the project you must be in ‘Project
Summary’.
To get back to the ‘Project Summary’
screen, click on the Project title
(underlined).
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Now click on ‘Publish Manager’ to the right hand side (1).
1
You are given a number of options to choose:

Visible On Web Site – should always be ticked as the project must be visible somewhere – the options below will determine whereabouts it will be visible. (If you
ever need to remove a project off the supplier site temporarily, for reasons such as
an error in the advertisement, un-tick this box)

Visible On Forthcoming Tenders List – will publish your project information in the
public area of the supplier website within the ‘Forthcoming Tenders’ section’

Visible On Current Tenders List – will publish your project information in the public
area of the supplier website within the ‘Current Tenders’ section

Visible on Awarded Tenders List – will publish your project information in the public area of the supplier website within the ‘Awarded Tenders’ section

Visible Only When Suppliers are Logged In – will publish your project information
to the secure area of the supplier site, only to suppliers that have logged in. (You
must ensure that the Forthcoming Tenders List and Current Tenders List checkboxes are un-ticked)
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


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Allow Online Tender Management - will allow your suppliers to manage
tenders and their tender responses
Allow Online Expressions of Interest – will allow suppliers to register
expressions of interest in tenders
Allow Online Correspondence – will allow your suppliers to view and
send correspondence through the system
SUPPLIER WEBSITE
This is the general area of the website that any supplier can view. To view the tender that you have just published, click on ‘Current Tenders’.
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You will be presented with basic project information on all projects found within
the ‘Current Tenders’ section. To view further information on a project, click the’
View Tender Details’ found to the right of the title. From this area the supplier
can then ‘Express Interest’. (as seen below)
To be able to express an interest, the supplier must either already be a registered
supplier, in which case they will need to enter their email address and password
to log in, or they must complete a basic registration form, providing company details, contact name and business categories.
Once completed, it will confirm their registration and that it included their
“Expression of Interest”. An email would then automatically be sent when the
supplier was approved (this can be done either automatically or manually depending on the settings in the Organiser. Further instruction can be found in the
‘Advanced guide’).
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ORGANISER
* If the project has been set to ‘Automatically accept expressions of interest’ &
‘Automatically publish first stage documents’ you may skip this page.
*When the expression of interest comes through, you will see an alert in ‘Supplier
Messages’. You can either click on the underlined ‘Expression of Interest’ (1) or go
through your project summary and view it from the ‘Supplier Information’ section
(2).
2
1
If more than one Expression of Interest is received, you can ‘Accept All’. Once you
have accepted the Expression of Interest, it will automatically bring up ‘Publish
Document Set’ and ask you to confirm that you wish to send the supplier the
stage documentation that you uploaded in your Document Set**.
**If you do not get the Publish Document Set screen and were expecting to, it
may be because you have forgotten to ‘Build Document Set’. Check the Project
Stages. If you have a Red flag against the stage then the stage has not been built.
Click on ‘Stage Summary’ and ‘Build Document Set’ to complete the necessary
step. Once this has been completed you should get the prompt to ‘Publish Document Set’.
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SUPPLIER SITE
1
Once the Expression of Interest has been accepted, the supplier would receive an
email informing them that they have received tender documentation. The supplier
should navigate to ‘Tenders’ and click the ‘My Tenders’ area if they want to view
the tender details. They will now be able to see the stage information and a ‘View
Details’(1) button, which will take them through to the screen shown on following
page.
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This area the supplier can see the stage tab (ITT)
On selecting the ITT tab will take them through to the stage details from which
the supplier may submit their return.
In the stage details
the time remaining is displayed to
the supplier along
side the stage return deadline.
Note: All dates &
times are set
against the server
time.
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From this area, the supplier is able to view or download (1) any documents that
have been sent out. They should upload any Placeholders (2) with the documents
requested. The generic “Attach Documents” button (3) can be used by the supplier
for any other documents they wish to include with their submission.
When the tender has been set making it mandatory for the supplier bid, this must
be inputted in the bid value box (4).
They will be able to view the server time and the time remaining before the tender
closing date.
The ‘Submit Return’(5) button will not allow the submission until they have uploaded all placeholders and answered any Questionnaires that they may have been
sent. They are able to upload any other documents that they feel are relevant to the
tender.
1
2
3
4
5
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As soon as the supplier submits their return they will be able to view their Receipt,
this will confirm the tender reference and stage, who within the organisation has
made the return and will list all the documents/questionnaires that have been uploaded and returned, as well as the value
they are bidding (if asked to do so ). This is
always available for the supplier from the
‘View Tender History’ button.
ORGANISER - Viewing returns
In the Organiser you will see the ‘Supplier Messages’ area will keep updating as
returns are made. All the returns are listed in the ‘Returns Administration’ screen,
which you can navigate to by either clicking on the ‘Return from Supplier’ link in
the ‘Supplier Messages’ area (1) or through the ‘Supplier Returns’ link found in
the ‘Project Summary’ (2). It is in the ‘Returns Administration’ screen that you will
be able to navigate to the Opening Ceremony
2
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You will see the returns that have been made will all be listed as *‘Unknown Supplier’ (1). The supplier details will not be *visible until the Opening Ceremony has
taken place. Any supplier that has failed to make a submission will be displayed as
‘Pending’ (2). Select the ‘Opening Ceremony’ button on the right hand side (3) to
start the opening of the returns. * Based on the opening ceremony setting ‘Alias Supplier Name until return is opened’
3
1
2
When you start the Opening Ceremony, it will first give you the opportunity to
change the settings (1) which were initially chosen when creating the stage and
you will also be able to change the attendees (2)(if a Formal Opening Ceremony
was chosen).
1
2
When you click on ‘Next’, all Opening
Ceremony Users will be asked to enter
their password before clicking ‘Next’.
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If there are some returns pending, it will
show a warning and will
give you the opportunity to receipt any manual returns that may
have been sent. To do
this you should click
‘Add Receipt’ and choose the supplier. Give the
receipt a reference and remember to alter the
date and time to the date the manual return was
received, if you do not do this the return will show
as a late return.
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1
2
Once any manual returns have been receipted click ‘Next’ (2), at which point all
electronic returns will now open. (Optional) By clicking on the Manage button you
are able to view details regarding the individual supplier returns . (You have access
to this same information outside of the opening ceremony, so you do not need to go
into each return and view the contents if this is not necessary at this stage).
Click Next and the users will be
prompted for their passwords for a
second time which will conclude the
opening ceremony.
You may be able to Accept or Reject the
return individually (subject to system
settings) within the opening ceremony,
the most common practice would be to
Accept/Reject returns after the Opening
Ceremony has been completed from the
‘Returns Administration’ screen
(details on following page).
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Once opened, the suppliers name & submitted bid value is displayed onscreen
(subject to settings). Note: The value can be amended (subject to rights & permissions) if needed by clicking “View Return” and selecting “Modify Bid” button.
1
3
2
The contents of the return can be viewed by clicking ‘View Return’ (1) to view or
save the documents returned. You also have the ‘Accept/Reject’ buttons again (2).
In the ‘Contents’ tab, you can view all documents that the supplier has returned,
including Questionnaires. If you have allowed Multiple Returns, the latest return
will be in the ‘Contents’ tab and any previous return would list in the ‘Previous
Submissions’ tab. You are also able to view or save the documents onto your Network if need be (by clicking on ‘Save’ or ‘Save to Zip File’).
Note: The ‘Add’ button can be used to add a document into the suppliers return.
Doing so will prompt the user to explain the reason for this. (Subject to system
settings)
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You can accept the supplier returns individually or more commonly use the ‘Accept /
Reject All’ button to accept all the returns at the same time. Accepted suppliers returns are the ones that are going to be evaluated; this would give a status update
within In-tend for suppliers saying that their return is being considered.
(Note: If you chose the ‘Accept All’ option you may then choose to reject any supplier individually if and as required afterwards)
You would only ‘Reject’ a return that you are refusing to evaluate.
(You must have accepted supplier returns to be able to award the tender or move
suppliers through to further stages)
The Returned Documents (3) will list all the documents returned by all suppliers.
The buyer can choose to zip up any number of documents from this view by ticking
the checkboxes and download the zipped file to their Network.
e-Evaluation— If you are using the system from electronic evaluation then this process can be started now. Guidance can be found within the ‘Evaluation Manual’.
(Addition stages)
If this tender process has additional stages then create the next stage by going back
to page 18 and repeating the process.
Please note:
Any suppliers that you wish to prevent going through to an additional stage should
first have their latest submission changed to ‘Rejected’ by selecting ‘Reject’ from
the latest supplier return. This will prevent them receiving any subsequent stages.
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Once all returns have been evaluated, you should then complete the final step in
the tender process by awarding the project. To do this you need to be in the ‘Project
Summary’ (you must have accepted suppliers to make the ‘Award Project’ link available)
Click on ‘Award Project’ and tick each supplier and assign the relevant award
status from the drop down box.
When awarding the project you
may enter a reference number if
required.
The notes section can be used (if
required) to enter any notes to
be held against the award. This
information would be available
for audit from the ‘Project History’ screen.
Finally check the status for each supplier is correct before committing to clicking
the finish button.
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The red status on the suppliers Tender Management screen will update once the
project has been awarded. The message will depend upon the awarded status.
The suppliers do not receive any automatic notification after the award of the tender therefore correspondence should be created to inform the suppliers of the outcome of their participation of the tender process.
From ‘Project Summary’ select “New Project Correspondence”. The status of the
supplier will be visible. Select the supplier which you want to communicate with.
More information of creating correspondence can
be found on page 54
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Publish Awarded Project—(Optional)
To update the supplier website
with the awarded tender status
you should re-publish the tender
into the ‘Awarded Tenders’ area.
To do this, you should click on
‘Publish Manager’ from the
‘Project Summary’ view and select ‘Visible on Awarded Tenders
List’ (1). Please note: This simply
publishes the project along with
its description therefore it is recommended to edit the project
description and Include a statement that this has now been
awarded.
1
Project History
View Project History from the Project Summary window to view the full history of
the tender from creation of the Project, right through to Award.
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OJEU
Your OJEU notice can be completed and sent through the In-Tend Organiser. When
creating a new Project you would select the OJEU Process from the Type tab.
When your Project has been created you can view the Project Summary screen
and you will then be able to view the OJEU section. Click on the Contract Notice to
complete the required information. (1)
2
1
The “workflow pipeline” (2) is a guide for taking you an OJEU tender. It will only
be visible if you tick “Show workflow pipeline on project summary” (3) when on
the “Type” tab on create new project. If you have already created your project
then the “workflow pipeline” can be added by clicking “Edit Project” button and
ticking “Show workflow pipeline”
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3
The workflow pipe uses colour coding to guide you through the process. Green
indicates the section of the tender is complete. Yellow indicates the particular
part of the tender is in progress. Red indicates the particular part of the tender
not started. You can hover your mouse over the workflow buttons to display additional information. Some buttons on the workflow such as “PQQ Stage” & “ITT
Stage” for example are short cuts that may be clicked to take you onto that part of
the tender.
Contract Notice
All Yellow fields are mandatory requirements. A lot of the information
will be pulled through from the Project
e.g. Tender Ref and Title, Description,
CPV Codes, Contract Dates etc..
The information required in section I.1
can be set against the User profile and
will automatically pull through (see Advanced Tendering User Guide).
The Contract Notice is a Wizard Template and you
should keep clicking Next to proceed through the
Wizard.
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The final screen within the Contract Notice relates to a tender will several LOTS,
you should press the Repeat button and you have up to 20 LOTS.
Once you have completed all required information click on Finish.
As soon as the Contact Notice has
been completed you will see in
the OJEU section that the Publish
OJEU Notice(S) link has become
active.
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By Selecting the Publish OJEU Notice(s) you will be taken to the Publication Wizard from here you are able to select whether you are publishing Project Details,
Prior Information Notice, Contract Notice (1) or Award Notice
1
2
The official OJEU publishing email address is built into the system, click Next (2)
for it to give a summary page of what is about to be published, once you are
happy with the details click Publish. The Contact Notice will be sent and a confirmation email will later be sent to you.
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When you are ready to Publish
your Project to your In-Tend eTendering portal you would go
through Publish Manager as always, for OJEU Project you have
the option to attached a copy of
the Contract Notice with the Project advert.
You will see the OJEU symbol against any OJEU Projects in the Project Administration view. You can also see whether or not the OJEU Contract Notice has been
published, there will be a Green tick in the Published to OJEU column when it has
been sent.
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Clarifications
Clarifications can be found in two places
1. ‘Project Summary’ view, within the ‘Supplier Information’ area to link correspondence to the overall project
2. ‘Stage Summary’ view to link correspondence to
a stage.
In Clarifications you are able to post amendments to
a project/stage. Organiser users can create new
Clarifications with the "Internal" option selected initially, so that Clarifications are
not published to suppliers straightaway.
The user can build up their clarification text over a number of sessions before
publication. Publication is effectively made when the "Internal" option is changed
to either "Public" or "Private" (1). The name of the clarification must be unique
per project.
1
Internal -Only Organiser users can view. No suppliers can view the Clarification.
Private - Only those suppliers who are attached to the project and/or stage can
view the Clarification; suppliers must be logged into the secure area of
the system before they are able to view. Suppliers will get an email alerting them of the Clarification. If a supplier is already attached to a project
or expresses their interest in a project after the clarification has been
sent they will still receive an email alert informing them that there have
been clarifications and to log into the secure area to view.
Public- All suppliers can see them - whether logged in or logged out, attached to
project or not.
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The Project title and reference will automatically pull through if the clarification is
linked to a particular stage. Choose the stage from the drop down list.
You also have the option to add a file attachment to a clarification.
To attach documentation to the clarification click on the Documents tab and click
‘ADD’. You will be able to add multiple documents.
Ensure you have chosen the correct option as to who you want to be able to view
the clarification. If it’s ‘Public’ or ‘Private’ the Clarification will be available to view
on the supplier portal as soon as ‘OK’ is pressed.
For suppliers any, public Clarifications can be viewed from going through ‘Current
Tenders’, locating the tender of interest and clicking on ‘Tender Details’.
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1
If the Clarification has been made Private, the supplier must be logged into the
secure area of the website and be attached to the tender. They would be able to
view the Clarification by clicking on ‘My Tenders’, view tender details any clarifications will be indicated in the ‘Clarification’ tab (1). Alternatively you can click on
the ‘Clarifications’ from the ’Messages’ tab (2). This will view clarifications from
all projects.
2
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Correspondence- Communication with the suppliers
There is a function called Correspondence within In-tend which offers you the
ability to send a communication to your suppliers and still have the Audit trail
recorded within the system.
Correspondence created from ‘Project summary’ will list all suppliers connected
to the project. (Tip: If used after the tender award this will show the suppliers
‘Successful’ or ‘Unsuccessful’ status).
Correspondence from ‘Stage Summary’ will list all the suppliers connected to the
stage. This will also allow filtering to “Stage accepted” & “Stage Rejected”
Correspondence associated with Project
Click on the ‘New Project Correspondence’ link located at the right hand side
within the Project Summary or the ‘Correspondence’ link found below ‘Supplier
Information’ on the same page.
Within the ‘Correspondence’ page you will be presented with any previous communication with suppliers. You can also filter the correspondence by project or
stage using the search facility. We are in the correct area, so to create a correspondence we shall click the ‘Create New Correspondence’ link on the right-hand
side. You will now be presented with a list of the suppliers linked to the project
(which can also be filtered). Select the recipients from the list by placing a tick in
the box/boxes, or click the Select All icon in the bottom left corner if the correspondence is to be sent to everyone listed (suppliers are blind copied (Bcc) so they
are unaware of the other suppliers involved in the process). Then click the ‘Next’
button.
Select the delivery method of the correspondence by selecting one of the following radio buttons:
‘E-mail’, ‘Telephone’, ‘Fax’, ‘Letter’ or ‘Web’
It will automatically default to the Web option, which will send an automated
email to the supplier informing them that they have received a Correspondence
and will give them the link to the supplier website to login and view it. By sending
the Correspondence via the web it means that the supplier can reply to the message and the audit log stays recorded within the system.
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You can select if the message is outgoing or incoming if the message is
being sent via Email, Telephone, Fax or Letter, however it will be disabled if your
chosen method is via Web and be defaulted to Outgoing.
Date:
The date defaults to today's date when the correspondence is created. The date field is enabled for Telephone, Fax or letters. Use the calendar control to change the date. The date field is disabled if your chosen method is e-mail
or web.
Subject:
In the ‘Subject’ field, enter the subject of the correspondence.
Reference A reference number can be assigned to the correspondence. The
reference will be repeated throughout the thread. Reference numbers can be
searched for using the ‘Advanced’ function from Correspondence Trail.
Message:
Type the message in the Message field. If you have Standard Text
relating to your correspondence which you wish to use then click on the ‘Standard
Text’ button and select from the list the text you want to insert into your correspondence. Click ‘Next’.
Attachments Tab
If you wish to attach documents to your correspondence, this step of the wizard
allows you to browse your network or PC for documents to attach. Click the ‘Add’
button to browse for documents you wish to attach.
Click on the ‘Next’ button.
You will now see the summary for your correspondence, which will also confirm
any attachments to the recipients. Check that all the details are correct and, when
you are satisfied, click ‘Next’ to finish. The correspondence will be delivered by
your chosen method to the selected recipients.
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Hint: The recipients tab can be used to verify the supplier(s) that will receive the
correspondence.
Correspondence View
The correspondence that has been sent will list individually against each supplier.
If you click on ‘View Correspondence’ you can see what was sent, you can also
view the History (select ‘History’ tab) where you are able to view if the supplier
has read the
message and the
individual within
the organisation
that has viewed
the message.
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All the correspondence messages for this project can be seen in the screen shot below. The ‘Read’ column indicates how many times a correspondence message has
been viewed. “0” indicating the message has not been read yet.
To view the correspondence and any attachments click the “View Correspondence”
button.
Viewing the message gives
access to:
‘Attachments’ Tab—
Containing any attached
documents.
‘Thread Tab’— Contains
thread links for viewing
replies etc
‘History Tab’— Contains
the audit information. This
will display the date &
time the correspondence
was read and by whom.
When the correspondence contains any file attachments this will be shown as in the link in the screen shot above.
Clicking the link is a shortcut to accessing the attachments.
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View Suppliers Correspondence
When the supplier logs into the secure area of the website, they would see a message in Red on the homepage informing them that they have unread correspondence. They can either click on the link or click on the ‘Correspondence’ link from
the ‘messages tab’ at the top of your screen (1).
1
The supplier can view the correspondence and any attachments, they can
also reply to the message (2).
2
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For general correspondence, roll-over ‘Messages’ and then select ‘New Correspondence’ from the menu at the top of the screen. You can also access this function from the Navigation bar at the bottom of the screen by clicking the
‘Correspondence’ button and selecting the ‘Create New Correspondence’ button
to the right of the screen.
The Correspondence wizard is launched. Select one of the following radio buttons
to filter the list of potential recipients:
By ‘Project’, ‘Stage’, ‘Contract’, ‘User Group’, ‘Project Users’, ‘Approved Supplier
List’, ‘Specified Business Type’ or ‘Specified suppliers’. When you've chosen your
filter criteria, click the ‘Next’ button.
Depending on the filter criteria chosen, you will now be presented with a list of
either users or suppliers, filtered by the selections made in the previous step. Select the recipients from the list by placing a tick in the box, or click the ‘Select All’
icon in the bottom left corner if the correspondence is to be sent to everyone
listed. Then click the ‘Next’ button.
The next steps are as stated above on pages 37 to 39.
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Correspondence Trial
The correspondence trial allows you to view an expanded view of all the correspondence for the project. Any of the headings such as Subject / Supplier name / Attached files are underlined indicating a
link that can be clicked filter the correspondence.
“Export” button– Allows the data onscreen to be exported in excel.
“Advanced Search” button –This enables
you to search for criteria against all correspondence fields.
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Questionnaires
Electronic questionnaires can be saved within the system for use with tendering /
Contract Management KPI`s and auctions. This example will create a tendering
questionnaire. (Please note: These are different to e-Evaluation questionnaires that
require users to log in and score the responses. More information on e-Evaluation
can be found in the e-Evaluation User Manual).
From the top menu, roll-over ‘Administration’ then ‘Questionnaires’ and select
‘Questionnaires’ from the drop-down menu.
To create a questionnaire, select ‘Add Questionnaire’ from the right side menu (1).
1
In the Create New Questionnaire window, complete the information that is required regarding the Title and Description (please note that the information entered here will be visible to suppliers completing the questionnaire). In the
‘Available For’ section, tick the radio button that indicates it is a ‘Tendering’ Questionnaire (the others are required for other modules). Ticking ‘Allow all users to
use this questionnaire’ will determine which users can access it. Next, click on the
‘Header and Footer’ tab to enter information that will appear at the top and the
bottom of your questionnaire. (‘KPI Schedule’ tab relates to the Contract Management module and the ‘Groups’ tab also determines who can view the questionnaire, but is unnecessary at this stage)
Once the fields in the ‘New Questionnaire’ window have been completed click
‘OK’. The ‘Questionnaire’ view is opened and your new questionnaire is displayed
in the list.
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To add questions to the new
questionnaire, highlight the
questionnaire in the Questionnaires list and click the
‘Add Questions’ button located on the right hand side.
In the ‘Questions’ window
click on the ‘Add Question’
button to start adding questions to your questionnaire.
Note: ‘Question Wizard’ will
allow you to select any questions previously entered onto
other questionnaires.
Type your question in the ‘Question’ field. This field is mandatory. The ‘OK’ button
will only be enabled when an entry has been made in this field. Type the text you
wish to appear as a footnote to your question. Leave this field blank if no footnote
is required. (Example Question: Do you have insurance cover to the value of
£5million – Footnote: You may be asked to provide the documentation at a later
date)
The Question Groups can be used for two reasons:
1. Weightings: You need to assign each question into a Question Group if you
wish to assign weightings to your questionnaire.
2. Users: When setting up users you can allow them to have viewing rights to
certain groups, so rather than a user viewing the whole questionnaire and suppliers answers they may only have the right to an individual Group i.e. Technical
Questions.
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Next, click on the ‘Type and Parameters’ tab. In this section you can determine how
you wish your suppliers to answer the question.
Simple Text: Can have either
an alphanumeric or a numeric parameter. You can
change the default width
setting as required.
Memo: Allows for an extended
reply. You can change the default
width and height settings as required. You are also able to set the
maximum length of text a supplier
can enter into the box. (“-1”) Sets
the length of text to unlimited.
Selection: Invites suppliers to choose answers that are either Single Selection or
Multiple Selection answers.
There are pre-defined
choices or alternatively you
can add your own options
by pressing the ‘Add’ button and inputting each of
your relevant answers.
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Description (Type): This acts as a heading on your questionnaire. In the ‘Question’
tab you may type Company Details and then in the ‘Types and Parameters’ tab
select Description. All the following questions would then relate to Company Details. There are no Parameters for a Description heading.
Mandatory: Tick this check box to make the answering of this question mandatory. If ticked, the supplier will be unable to submit the questionnaire without
answering this question.
When you have completed your question, setting the required type and parameters, click ‘OK’ to save and return to the Questionnaires view. Alternatively, click
on the ‘Another’ button to save the current question and create a new one without leaving the ‘Add Question’ window.
When you have entered the questions, click the Preview button to view the questionnaire. The questionnaire can be previewed at any point during and after its
creation. If you want to amend a question, click on the ‘Edit Question’ button.
Please note that, at present, the system will not allow you to change the Question
Type once it has been selected. To change the Type, the question will have to be
removed using the Remove Button and entered again. The sequence of questions
can be altered by clicking on the ‘Move Up’ or ‘Move Down’ buttons. Once you
are happy with all the questions, click ‘Close’ to take you back to the Questionnaires screen.
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To look at the questionnaire as it would be viewed by the supplier then you may
click the ‘Preview’ button.
When you are happy that the questionnaire is finished and correct, click the
‘Complete’ button. Completing a questionnaire makes it active in the system, at
which point you are able to create a score sheet if required and also link it to a
tender stage. Once the questionnaire is completed it cannot be modified, if you
do wish to modify it, you must copy the questionnaire in full and then edit the
copy. The original should be made in-active (from the questionnaire view click on
the ‘Details’ button at the right hand side and click ‘Not Active’ – you will then not
be able to attach it to a tender stage).
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Copy Questionnaire
Click once on the questionnaire you wish to copy and click on the ‘Copy Questionnaire’ button situated to the right of the screen in the Manage list.
Specify a new name for the copied questionnaire and click ‘Copy’.
The copied questionnaire will appear in the questionnaires window in a format
which can then be modified.
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To link the Questionnaire to a tender stage, from the ‘Document Set’ view, select
‘Add Questionnaires’ (1) from options down the right hand side. This will provide
you with a list of all the active tendering questionnaires in the system. Tick the
check box alongside the questionnaire and then click ‘OK’. This will then pull the
questionnaire through to your document set
1
Once you have attached the Questionnaire to the Document Set you are able to
add any other documents that you may wish to send out with the PQQ stage. You
should finally Build Document Set as before.
When the supplier makes their PQQ response the Questionnaire will be a mandatory requirement, they must complete all mandatory questions and complete the
questionnaire before they are able to make their return.
When the return comes back into the Organiser you can view as before in the
Returns Administration section. You must Run Assessment (this can either be
done by click on the View Return button within the Returns Administration if you
are automatically opening the returns or within the Opening Ceremony by clicking
on the Manage button, both screens are exactly the same, click on the Contents
tab highlight the Questionnaire and Run Assessment. This must be done for every
return).
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Document Storage—Project Level
Document Storage is within the Project Summary at the right hand side. The idea
of Document Storage is that you can upload any other documents you have connected to the tender which are not already in the system, Evaluation Report, Purchase Order, copy of signed Contract etc
You can click on Add Multiple Documents if you wish to upload more than one
document at any one time or you click on Add Document where you can input
further detail regarding the document, as well as entering expiry dates where appropriate which can then trigger reminders regarding the expiry.
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Document:
Click on the Add button to browse and locate the document
you wish to upload.
Attached By:
The Attached By field will automatically populate the details of
the person logged in.
Description:
You can add a description to the document if you wish.
Revision no.:
If you have multiple revisions of a document, rather than adding a new document each time instead you would Add Revision in this field it will
tell you how many revisions there are against this document.
Document Type: By clicking on the drop down list you can select the document
type for this document.
Expiry date:
If the document expires you enter it’s expiry date, you will receive emailed reminders regarding the expiry date which you can set in the Reminders tab.
If you tick the Document Pending box you are able to enter a description of the
document which will be required, this creates a placeholder in document storage.
EG. At the beginning of the tender process you may go into Document Storage
and set a document pending for Evaluation Report, Purchase Order etc, then at
the end of the process you would highlight the placeholder and Add Revision to
pull through the actual document.
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Actions
You are able to set Actions against Users. Groups and Suppliers which will trigger
email reminders when the action is due.
To create an Action associated to a Project go into the Project Summary and at
the right and side click Actions.
Step 1:
In the Create New Action window, select whether you want to attach the action to
a user, group, all users in a group or by supplier / supplier contact, by clicking on
one of the radio buttons. You can place an action on all users in a group or just
one person in a group. Click the Next Button.
If you have selected to place an action on a user or a supplier, go to Step 3
1
Step 2:
If you have selected By Group or All Users in a Group, the next screen will list all
the groups that have been set up in the system. Check the box next to the group
you wish to send an action to and Click the Next button.
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Step 3: Select which user(s) / supplier(s) you wish to place an action on by checking the box next to
their name. Click Next
If you select by supplier you can select which individual contact to send to on the next screen, before
entering a description. Click the Next button. In the Description field, type in a description of the action. This field is mandatory.
Step 4: In the Due Date field, select a date when the action must be completed by. This field defaults
to today's date.
If you wish for a copy of the action to be sent to the actionee by email, ensure that the check box
'Send a copy of the action via email' is ticked.
Click on the Reminders tab. Change the settings here to reflect your preferences. (1)
Click the Finish button to accept the action.
Where the Supplier Messages come through at the bottom of the screen there is
also a tab for Actions. If you click on the Actions tab you can see Actions which are
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Project Templates
To create a template to be used when creating a project we first need to create the fields to
assign to the template. Navigate to ‘Contract Administration’ and select custom fields.
Click ‘Add Custom
This example will create a field to ender the final awarded value of a tender
Field Name= The name of the field onscreen
Description= Can be used to give additional information about the field. The description does not show
onscreen when using the field.
Suffix=This can be used to give information on how
the field should be used
Mandatory=Makes the field mandatory. The project
would not be able to be saved until the field has
been filled in.
Show on Summary=Show information from the field within the project summary screen.
Publish To Web= (Internal) means the field will only be used for internal purposes only. Ideal
for using with report writer and custom reporting. (Private) means the field will be visible on
the supplier portal ONLY to suppliers that are logged into the secure area. (Public) means the
field will be visible to anybody looking at the project on the supplier portal.
Type=Specifies the format for the information to be entered against the field (Addition Info
next page)
Default Value=Denotes the fields defaulted value before user enters information or makes
selection.
Edit Control= Only available on a “Selection” for selecting radio buttons or drop down list
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When creating a custom field we can use the type selection to determine in what
format the field will be answered. The following types are available:
Whole number = User must input a numeric character
Decimal Number = User must input a numeric character (shown with decimal place)
Text (256 Characters max) = User can enter field information on a single line limited
to 256 characters.
Text (unlimited characters) = User can enter field information with unlimited characters into a memo style box.
Date = User must select from the date format
Date/Time = User must select from date & time format
Boolean = User is presented with a radio button against the field name for selection
Selection = User can create options for the user to select (more info on next page)
Email = User can enter an email address
Website = User can enter a website address
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The custom fields that have just been created will be listed in the screen as shown
below. Notice that each field’s ‘publish to web’ setting is shown on screen and denotes the fields visibility when used on a published project.
Note: Custom fields can be used on both projects & contracts.
Now we have the fields we can create a custom template. Select the “Custom Templates” button.
Click the “Add Custom
Template button” to
create template
Enter the template
name, and description
if required.
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Next, select the fields tab and click the “Add” button.
Tick the custom fields to
be used and select OK
If required the order of
the fields can be changed
to suit using the “Move
Up” / “Move Down” button. Click “OK” to finish
creating the template.
The screen below shows how the fields are pulled through into a project when selecting the template we just created
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Multiple Envelope tendering
When using multiple envelopes in a tender please see the information below
Envelopes are set up when creating a stage for a tender.
On the “Envelopes tab click “Add Envelope”
When creating the envelopes assign the “name” and add a description if required.
The tick box can box used if the supplier names need to be displayed after the opening of this envelope.
Using the “Opening Users” tab select the users that are required to enter their passwords when opening of this envelope.
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Once envelopes have been created for the stage ,placeholders need to be created to
assign document uploads against the relevant envelopes.
In the document set for the stage click “Add Placeholder”
When you create the placeholder
you must allocate the envelope
that the returned document will be
uploaded to. Note: The envelopes are not shown to the suppliers on the submission
screen and will upload all documents as a single submission. The envelopes are an
internal function for the buyer.
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Request Document Button
The “Request Document” button can be used to create a quick instruction for a supplier to upload a specific document. This appears as an i link on the supplier home
screen that a document is pending. “Request Document” button is available in different areas of the system
Select the supplier from
the drop down list (Only
suppliers attached to the
project will be visible.
When the supplier uploads the document it can be found in the suppliers company
document storage area. The message onscreen reminds the buyer where the document can be found.
The supplier can see a link ‘1 documents awaiting upload’ from the supplier home
screen.
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The supplier can see the instruction of what has been requested along with a red
upload button.
Accessing the requested Document
To access the requested document you need to be in the supplier summary screen
and select “Document Storage”
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FLOWCHARTS
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Single Stage Tender
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Multiple Stage Tender
Stage One
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Multiple Stage Tender
Stage Two
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Closed Tender
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Notes
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Notes
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Notes
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Disclaimer
This document is correct to the best of our knowledge and belief at the time of
printing and no liability is accepted for errors of fact or opinion that may be
contained therein.
The copyright in this document is retained by In-tend Ltd
© In-tend Ltd 2012
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