Slides from ISD Digital Roadshow @IOE 29th June 2016, 'Sharepoint Office 365'
eTendersNI Roadshow Slides
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Transcript of eTendersNI Roadshow Slides
![Page 1: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/1.jpg)
![Page 2: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/2.jpg)
Agenda
1. eTendersNI background
2. General tips on using the system
3. Registering
4. Getting to know the home page
5. Setting up your procurement categories
6. Adding additional users
7. Browsing for tenders
8. Expressing an interest
9. Creating a tender
10. Setting reminders about a tender
![Page 3: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/3.jpg)
• New way for NI central government, agencies and arm’s
length bodies to advertise tender opportunities
• Phased introduction over the coming months
• Continue to check eSourcing NI until further notice
![Page 4: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/4.jpg)
• eTendersNI service is provided by CPD
• Will be available for all public sector organisations
• Registration and use is free of charge to all suppliers
![Page 5: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/5.jpg)
• Supplier database for registering, and completing
supplier profile certificates
• Automatic notifications about relevant tenders
• Secure arrangements around submission of tenders
• Advertising for sub-contractors
• Uploading product catalogues after contract award
From a supplier perspective,
what does eTenders NI do?
![Page 6: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/6.jpg)
Suppliers are referred to as Economic Operators (EO)
Tender opportunities are Calls for Tenders (CfT)
Buyers are referred to as Contracting Authorities (CA)
Understanding the eTendersNI language...
![Page 7: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/7.jpg)
Each organisation chooses an Economic Operator
Administrator, who is able to:
• Edit the organisation details
• Add / delete other users
• Complete Supplier Profile Certificates
• Publish subcontracting opportunities
The Administrator should carry out the registration
process, and after this they can add multiple other users.
Understanding supplier roles using the system
![Page 8: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/8.jpg)
Other colleagues in your organisation chosen to become
Economic Operator Users for eTendersNI can do the
following:
• Express an interest in a Call for Tender
• Submit a request for clarification and view responses
• Prepare and submit tender returns
• Accept / reject contract awards
Understanding supplier roles using the system
![Page 9: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/9.jpg)
General tips on using the system...
![Page 10: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/10.jpg)
Information displayed in tables often
has arrows in the table header – use
the arrows to sort the results in
ascending or descending order
Table headers may also contain this
symbol – use it to hide or show a
number of fields in the table
Use the arrows to move
between pages of information
![Page 11: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/11.jpg)
The ‘Calendar’ button allows the
user to select a date
The ‘Search’
button is used
often
The ‘Clear’
button will clear
any items the
user has
previously
selected
![Page 12: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/12.jpg)
Registering your organisation
for eTendersNI
![Page 13: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/13.jpg)
• Supplier data has not been transferred from eSourcing
NI
• To ensure there are no multiple registrations by the
same organisation, the system requires a D-U-N-S
number
• Once the D-U-N-S number is confirmed, organisation
contact details will be completed automatically
Registering for eTendersNI
![Page 14: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/14.jpg)
Select ‘Register as a Supplier’ from the home
page options on the left of the screen
![Page 15: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/15.jpg)
The ‘Register
Supplier’ screen
is easy to
complete
Look for the red
* symbol, as
these fields are
compulsory to
complete
![Page 16: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/16.jpg)
Start by completing your ‘Organisation Name’
Then select ‘Retrieve company data from D&B to proceed’
![Page 17: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/17.jpg)
To prevent duplicate registrations, all suppliers require a
D-U-N-S number to register for eTendersNI
The D-U-N-S number is a unique nine digit code to
identify your business
www.dnb.co.uk/forms/new_duns
![Page 18: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/18.jpg)
A new window will pop-up, offering options
Choose the appropriate D-U-N-S number and then the
‘Select’ button
![Page 19: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/19.jpg)
The organisation contact details are now completed on
the screen, as shown below
![Page 20: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/20.jpg)
• Once the organisation details are confirmed, you should
provide details for your Administrator, including
password
• Opportunity to register interest in all tenders published
by a particular CA – skip if not relevant
Registering for eTendersNI
![Page 21: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/21.jpg)
• A green success message will show your registration
was accepted
• The Administrator receives an email seeking verification
• Read and accept the User Agreement
• eTendersNI will check for system requirements –
download Java Runtime Environment
• Confirmation email will issue to Administrator
Registering for eTendersNI
![Page 22: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/22.jpg)
You now reach the home page
dashboard – welcome to
eTendersNI!
![Page 23: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/23.jpg)
Getting to know the homepage
- Your first steps
![Page 24: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/24.jpg)
Spend some time getting used to
the new home page!
Start with the ‘Correspondence’
section
![Page 25: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/25.jpg)
The ‘Correspondence’ section of the home page is
really useful. Select any message and then the ‘View’
button to read the email
![Page 26: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/26.jpg)
The first messages kept in your
Inbox will relate to your registration
![Page 27: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/27.jpg)
The home page: CfT Management
Now look at the ‘My CfTs’ section on
the home page
Once you associate your
organisation with a Call for Tender,
the title will be displayed here on the
home page, for easy access
![Page 28: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/28.jpg)
The home page: EO administration
‘EO Management’ lets you edit your
organisation details, select
procurement categories, and
complete Supplier Profile
Certificates
‘User Management’ lets you add
more users, or change your
eTendersNI administrator
‘Auditing Reports’ lets you track your activity
on eTendersNI – e.g. when you placed a
particular bid, or added a new user
![Page 29: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/29.jpg)
The home page: Information section
Link to Procurement Pipelines for
all Centres of Procurement
Expertise
Frequently Asked Questions by
suppliers using eTendersNI
Link to helpful information for
suppliers new to public sector
tendering
![Page 30: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/30.jpg)
Return to the
homepage at any
time using this
link
Download the
Supplier User
Manual using this
link
Contact the
helpdesk by
email or
telephone
![Page 31: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/31.jpg)
eTendersNI offers the option to receive email alerts about
tenders relevant to your organisation!
To receive these emails, you must select the relevant
procurement categories (CPV codes) and save these on
your profile.
You can do this, and edit the categories at anytime using
the EO Administration section of the home page.
![Page 32: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/32.jpg)
Select the ‘EO management’ link
from the left of the home page
screen
![Page 33: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/33.jpg)
Select the ‘EO management’ link
from the left of the home page
screen
Select the ‘Edit CPV Codes’
option from the main options on
this screen
![Page 34: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/34.jpg)
CPV codes are used across all the EU countries to classify
contracts into categories
Most codes are 8 or 9 digits, but eTendersNI allows you to
search without knowing your code – start by selecting the
‘Search’ button (magnifying lens symbol)
![Page 35: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/35.jpg)
Selecting procurement categories: using a word search
Type in the ‘Search’
text box and select the
‘Search’ button
The results will be
listed
Select a CPV category
from the results and
the ‘Add to List’ button
Select ‘Submit’ to save
your categories
![Page 36: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/36.jpg)
Selecting procurement categories: search by category tree
Alternatively, search through the categories. Each main
heading breaks into several sub-categories, each with
further sub-categories. Be very specific!
![Page 37: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/37.jpg)
Using the category tree to find the exact category
Use the + and – symbols to navigate through the layers
Double-click on a title you are certain you want to select
![Page 38: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/38.jpg)
Categories selected will appear in the
‘Selected Items’ list
Continue to search for as many categories as
relevant to your organisation, before selecting
‘Submit’ to move on
![Page 39: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/39.jpg)
On this screen select ‘Finish’ to save your
changes, and receive a success message
Your organisation Administrator will now receive email alerts
about tenders published in the selected categories
![Page 40: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/40.jpg)
Adding additional users for your organisation
![Page 41: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/41.jpg)
Select ‘User Management’
from the EO Administration
options on the left hand
side of the home page
![Page 42: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/42.jpg)
Each current and previous
user will be listed
The ‘Status’ column shows
users which are active and
inactive
Viewing the current users
Select ‘Add User’ to add
another member of staff
![Page 43: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/43.jpg)
Select whether the new user will
replace the Administrator, or
simply be an additional user
Adding the new User details
Fill in the details and
select a username and
password
![Page 44: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/44.jpg)
The new user will be listed as ‘Inactive’ until the staff
member receives an email with their transaction number
and activates their account
![Page 45: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/45.jpg)
Using eTendersNI to browse for
Calls for Tender
![Page 46: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/46.jpg)
• Remember the new phrase ‘Calls for Tender’ (CfT)
• eTendersNI offers suppliers an extensive range of
search options
Search by key word
Use the Advanced Search functionality
Read a list of all opportunities and re-order the results
Browsing for tender opportunities
![Page 47: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/47.jpg)
Use ‘View current
opportunities’
Use the simple
‘Search’ function
Use the advanced
‘Search’ function
![Page 48: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/48.jpg)
The ‘View
Current
Opportunities’
list of CfTs is
in order of
the tender #
allocated
Use the
arrows to
move to the
next page, or
go back
![Page 49: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/49.jpg)
Use the arrows in the table heading to re-order the titles in
alphabetical order (this example is Z to A)
![Page 50: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/50.jpg)
Use the arrows in the table heading to re-order the
contracting authorities in alphabetical order
![Page 51: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/51.jpg)
Alternatively use the key word search engine – in this example
searching by ‘taxi’ and seeing the results listed below
![Page 52: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/52.jpg)
Search by ‘Buyer
Organisation’
Select
either
‘Supplies,
Services or
Works’
Search by
the CPV
code
Examples of an Advanced ‘Search’
![Page 53: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/53.jpg)
Examples of an Advanced ‘Search’
Search by
‘Workspace Status’
Select ‘Search’ to
display the results
![Page 54: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/54.jpg)
Using eTendersNI to
download tender documents and
associate your organisation
with a tender opportunity
![Page 55: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/55.jpg)
• Express an interest / associate your organisation
• View tender documents
• Submit clarification questions
• Start creating a bid
• Specify alerts on a particular
tender
The Call for Tender Menu
![Page 56: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/56.jpg)
Returning to the ‘taxi’ example – select the link in the CfT Title
column to access the tender documents and the CfT Menu
Reaching the Call for Tender Menu
![Page 57: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/57.jpg)
• Receive notifications about a
particular tender – e.g. When
a clarification query is raised
• Use the Cft Menu
• Select whether all the users
should be associated or just
you
Expressing an interest
![Page 58: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/58.jpg)
• Initial screen shows link to
the Contract Notice
• Move to the ‘Contract
Documents’ tab to download
the tender documents
• Download files one by one, or
as a zip file
• Save the files to your
computer to access them
offline
Viewing CfT documents
![Page 59: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/59.jpg)
Submitting a clarification question online
through eTendersNI
![Page 60: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/60.jpg)
Requesting clarifications
• This process enables tenderers to raise questions & clarify
requirements
• Responses are copied to all tenderers unless commercially
confidential
• Opportunity to discuss requirement with Client
• Develop full understanding of the requirement
• No negotiation
![Page 61: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/61.jpg)
• Clarifications already posted
will be shown on screen
• Complete a Clarification
Request Form
• Procurement Officer will post
a reply
• Other organisations who
have expressed an interest
will be notified
• Download clarifications as a
zip file
Clarifications
![Page 62: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/62.jpg)
Creating a tender online
![Page 63: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/63.jpg)
• Express an interest first
• Use the ‘Tender’ option
• Download Java plug-in
• Wait for the Tender
Preparation Tool to load
• The tool can only be open in
one browser at a time
Creating a Tender
![Page 64: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/64.jpg)
The LEFT panel of
the tool displays
the envelopes for
the contract type
(e.g. Eligibility
Criteria, Technical,
Financial)
The RIGHT panel
of the tool displays
the requirements
of the selected
envelope
At the top of the Tender
Preparation Tool, the
tool bar shows the
completion % for the
tender
![Page 65: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/65.jpg)
In this example the supplier may tick the check-box to
import one of their Supplier Profile Certificates
Tip: This saves time as it only needs completed once
during the registration process – so before you start
creating a tender, check your certificates using the ‘EO
management’ option from the home page
![Page 66: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/66.jpg)
Alternatively the
user may have
to complete
check boxes,
insert dates, text,
or attach files
In all instances
the instructions
will be clear
Where text is
required, a
maximum
number of
characters will
be specified
![Page 67: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/67.jpg)
Green colour means
this section is now
completed
The completion status
will change to reflect
your progress
![Page 68: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/68.jpg)
The created tender can
be saved at any time
using the ‘Save’ button
above
The user will be asked
to specify a location on
their local environment,
and a copy will be
stored in XML structure
Once the tender is complete, use
the ‘Tools’ menu to select
‘Validate the Tender’
The system will check if all the
mandatory fields have been
completed, with values within
range
![Page 69: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/69.jpg)
If the validation is not successful, the screen
will display the criteria which have not been
properly provided – using red ‘Stop signs’
![Page 70: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/70.jpg)
Once the tender is 100% complete, simply click the
‘Submit Tender’ button
The eTendersNI system will validate the tender, pack it,
encrypt it, and submit it to the contracting authority
Once the tender has been submitted, it will appear in the
List of Submitted Tenders further down the screen, with a
tender receipt ID number, and a green tick
Submitting the tender
![Page 71: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/71.jpg)
Creating a tender using the offline tender
preparation tool
![Page 72: eTendersNI Roadshow Slides](https://reader031.fdocuments.us/reader031/viewer/2022030118/589fd6581a28abf06d8b5e9b/html5/thumbnails/72.jpg)
• If you prefer to prepare tenders offline, or have multiple
users accessing the documents
• Save it on your PC as a zip file and uncompress the
contents
The offline Tender Preparation Tool
• The tool works generally the
same as the online version
• In general, download it
before starting to prepare a
bid, to ensure you have the
latest version
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Using the offline Tender Preparation Tool
At any time you can use the ‘save’ button to save a partially
completed tender, and return to it later.
Select a known folder, provide a name for the tender, and
‘save’ it to your desktop or another location.
Remember not to let the document be saved in a
temporary folder which the operating system may delete.
Once you are ready to submit, use the ‘Pack’ option to
create a tender package ready for uploading
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Use the ‘CfT Menu’ to
select the ‘Tender’
option
Uploading your tender documents (prepared offline)
Use the ‘Manual Upload’
option on screen
Locate your package on
your PC and upload it
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Use this link to begin
preparing your offline
tender
Use this link when your tender is complete and you
are ready to manually upload it to eTendersNI
Note that depending on the Call for Tender, you may
not be able to upload tenders at certain times or
dates (e.g. If the deadline has passed!)
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Managing notifications about tenders you
are associated with
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If you have associated your
organisation with a tender, you
can use this option to specify
when you want email alerts:
e.g. a reminder a week from the
tender submission deadline
If you have associated your
organisation with a tender, you
can use this option to specify
which of your colleagues receive
the email alerts
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Using e-Attestations
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Select the ‘EO management’ link
from the left of the home page
screen
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The ‘eAttestations’ link refers to Supplier Profile Certificates
Using this function, you will be able to save time by saving
information to your profile and uploading the ‘certificate’
when you submit the tender
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Final thoughts
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• Contracts Awarded archives
• Look at the list of current Pan-Government Contracts
(3-5 years) on the CPD website
• Check Procurement Pipelines
• Remember to check eSourcing NI while it still exists
Preparing for what is likely to be
advertised on eTendersNI...
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Online guidance
The CPD website has a number of resources for
suppliers:
Quick Reference Guides
FAQs
Case Studies
Procurement Pipeline
Procurement Guidance Notes
www.dfpni.gov.uk/cpd
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Where to find these?
www.dfpni.gov.uk/cpd and ‘Suppliers’ option from home page
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InterTradeIreland – here to help you!