bidder’s user guide for online e-tendering system · page 4 of 22 1.0 bidder online e-tendering...
TRANSCRIPT
Bidder’s User Guide
For Online E-Tendering System
Introduction to the User’s Guide The User’s Guide is a documentation regarding all the features of Bidder Online E-Tendering System. It explains how the program works and gives an opportunity to learn about all its functions. This is a User’s Guide designed for Bidder’s interested to use PetroleumBRUNEI Bidder Online E-Tendering System. An outline of the functions and how the program works can also be obtained in this User’s Guide. Navigation This User’s Guide is divided into several sections, accessible from the Table of Contents. Some of the pages are divided into subsections regarding a function or a group of functions. All available subsections are listed at the top of the pages. Example Every function explained in the User’s Guide generally comes with screenshot(s) and sample data(s).
Table of Contents 1.0 Bidder Online E-Tendering System .......................................................................................................... 4
1.1 Login to E-Tendering System ............................................................................................................... 4
1.2 Forgot Password .................................................................................................................................. 6
1.3 Logging Out .......................................................................................................................................... 6
2.0 Welcome Home Page .............................................................................................................................. 7
3.0 My Profile ................................................................................................................................................ 8
4.0 Tender Dashboard ................................................................................................................................... 9
4.1 Accept or Decline the tender invitation .............................................................................................. 9
4.2 View Tender Details ........................................................................................................................... 11
4.3 Download Tender Document(s) ........................................................................................................ 12
4.4 Tender Submission ............................................................................................................................ 13
4.5 View, replace or delete bidder submission document ...................................................................... 16
5.0 Clarifications .......................................................................................................................................... 18
5.1 Any Queries ....................................................................................................................................... 18
6.0 Notification ............................................................................................................................................ 20
6.1 General Notification .......................................................................................................................... 20
7.0 Activities ................................................................................................................................................ 21
8.0 Help........................................................................................................................................................ 22
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1.0 Bidder Online E-Tendering System
1.1 Login to E-Tendering System
Bidder will receive a tender invitation from PetroleumBRUNEI via email (Figure 1).
Figure 1
Open a web browser and enter the address provided in the email; e-t.pb.com.bn/client (Figure 2).
Figure 2
The Login screen of the Online E-Tendering System page appears. Enter your login details and click Login (Figure 3).
Company’s Name
Type the URL in web
browser Login
Credentials
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Figure 3
Login details are case sensitive see example in figure 4.
Figure 4
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1.2 Forgot Password Click ‘Forgot Password?’ You can locate this button at the bottom of the Login page. Enter all the mandatory fields and click ’Send’ (Figure 5). The User will receive new login credentials via email.
Figure 5
1.3 Logging Out
The user can exit the application by selecting the Logout functionality from the drop down setting menu (Figure 6).
Always click the Logout button to securely leave the Online E-Tendering System. Figure 6
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2.0 Welcome Home Page Once a user successfully login to the system, a welcome screen will be displayed (Figure 7).
Figure 7
The main page of the Online E-Tendering System platform consists of the following elements:
1. Dashboard, with contains the list of menu. 2. User Information, which contains the user’s profile, short cut to Queries & Responses
module and logout. 3. Queries, showing the total number of queries for that particular tender. 4. Activities, showing the total number of activities of the user & related to tender. 5. Welcome dashboard, which contains the tender reference number, tender details and Tender
closing date. User can also access the tender details by clicking the tender name. 6. Recent Activities, which contains the latest activities related to the tender. 7. Latest notification, which contains the latest notification from Admin & user.
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3.0 My Profile (Navigation: Dashboard → My Account → My Profile)
The User is to view their company’s information from here (Figure 8). If there is any changes
with the company’s details, please contact the administrator (or) email to: [email protected]
Figure 8
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4.0 Tender Dashboard (Navigation: Tender → Dashboard)
Figure 9
4.1 Accept or Decline the tender invitation Under Tender Dashboard, invited bidder is required to respond by choosing either ‘Accept’ or
‘Decline’- see figure 10. Bidder is required to respond within seven (7) days from tender invitation date.
Figure 10
If a Bidder wishes not to participate in the tender, Bidder can click ‘Decline’ and provide
reason(s) for declining the tender invitation (Figure 11).
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Figure 11
Bidder will receive a Decline Alert upon submitting the reason for declining. Figure 12
However, when the invited bidder decides to accept the invitation after declining the invitation,
the bidder still can ‘Accept’ the tender invitation again (Figure 13). Upon choosing ‘Accept’, the system will prompt the bidder with a confirmation alert. The Bidder
should click ‘OK’ to proceed. Figure 13
Type your reason(s) for
declining here.
Select
‘Accept’ option
Click ‘OK’
to accept
Click on the Tender Name link to
view the Tender Details
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Bidder will receive a notification on their acceptance to participate in the tender (Figure 14). Figure 14
4.2 View Tender Details
After the Bidder’s acceptance was sent successfully, click the Tender Name to view the tender details (Figure 13).
Tender Details contains of the following features: 1. Tender details containing Tender Name, Tender ID, Tender Reference Number, Tender Status,
Open Tender Date, Close Tender Date, Tender Work Category & Number of participated Bidders for that particular tender (Figure 15).
2. This feature contain the assigned PetroleumBRUNEI ‘s Tender Board Secretary & Supply Chain Executive for that particular tender and the description of the Tender (Figure 15).
Figure 15
To view the Tender Document, navigate to Tender Document tab – see figure 15. In the Tender Document tab, it contains of Server Directory, File Name and download file action
(Figure 16).
Click here to view the
tender document
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Figure 16
4.3 Download Tender Document(s) (Navigation: Tender → Dashboard →Tender Documents)
To download tender documents, click the download button under actions column (Figure 16).
Bidder can also download the tender document(s) direct from the tender dashboard by clicking the ‘Tender Document’ button (Figure 17).
Then click the ‘download all’ button and it will start downloading the documents. Figure 17
Once the download is completed, you can view your downloaded document. It will be
automatically saved in the ‘downloads’ file. From your computer, go to windows → Computer → Downloads. Bidder should be able to see the downloaded document from there (Figure 18).
Tender file Name Click the button to
download the tender
document.
Click the ‘Tender
Documents’ button.
Click on the ‘Download All’
button and it will start
downloading the documents.
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Figure 18
4.4 Tender Submission (Navigation: Tender → Dashboard → Submit →Tender Submissions) To submit tender documents, click tender submissions button (Figure 19).
Figure 19
For all tenders, Bidders are required to submit their proposal in 2 separate documents;
Commercial and Technical (Figure 20).
The downloaded
documents
Click this button to
submit the tender
documents
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Figure 20
Important Note: Submissions should be submitted and segregated into 2 separate files (Technical and Commercial Proposals) as indicated in the Tender Document (Section A). Failure to do so may result in the Bidder’s submission being rejected.
Before uploading the documents, please make sure you have the FTP Server connectivity (Figure
20). A Bidder should proceed to ‘Commercial Proposal’ and click ‘choose files’ to upload their
Commercial documentation(s) (Figure 21).
Figure 21
Upload Technical documentation under Technical Proposal, by clicking the “Choose Files” button
(Figure 22). Once both files are chosen, click ‘Submit’.
Insert the Commercial document
here
Insert the Technical
document here
Make sure the FTP
server is connected
when uploading the
documents.
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Figure 22
Tips: To select multiple files, hold ‘Shift’ key and ‘Arrow’ keys at the same time.
Click ‘Open’ button to insert the files.
Submission status will be displayed upon successful tender submission (Figure 23).
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Figure 23
Tender that has been submitted by the Bidder can be viewed at the ‘Submission’ Dashboard –
see figure 24.
Figure 24
4.5 View, replace or delete bidder submission document (Navigation: Tender → My Submissions) In the case Bidder accidently submitted the wrong file, click buttons under ‘Actions’ column to
replace or delete submitted tender document(s) – see figure 25.
Figure 25
The status of the
submitted document
shown here.
Click here to go
back to Tender Dashboard
The submitted file‘s
name can be viewed
from here.
Submitted documents can
be replaced or deleted
before the closing date.
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Please note that uploading new file(s) will replace file(s) that was previously uploaded.
Figure 26
Figure 27
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5.0 Clarifications (Navigation: Dashboard → Clarifications)
5.1 Any Queries (Navigation: Tender → Dashboard → Need Clarity) Bidder can send a query by clicking ‘Need Clarity’ at ‘any queries’ from the Tender Dashboard
(Figure 28).
Figure 28
A Tender Clarification form will appear and Bidder can continue sending query by entering the
subject query and the message. Please click ‘send’ to proceed with the query – see figure 29.
Figure 29
Bidder(s) can view all queries & responses, including the reply status (Figure 30).
Click here to
send queries
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Figure 30
Click on ‘query subject’ to read the query response from PetroleumBRUNEI. Bidder can view the query, whether it was responded by PetroleumBRUNEI or not. The reply message will also be sent via email to bidder.
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6.0 Notification (Navigation: Dashboard → Notification)
Figure 31
6.1 General Notification
Bidder(s) can view all notification activities received from PetroleumBRUNEI. Bidder(s) also can view all notification activities sent out to PetroleumBRUNEI, such as queries &
response, tender addendum, tender extension, tender cancellation, tender submission, document download and etc.
Bidder(s) can filter and sort notification(s) from this dashboard. Bidder(s) will receive all notification(s) via email.
Click here to read
the notification.
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7.0 Activities (Navigation: Activities → My Activities)
Bidder(s) can view all their activities in the system (Figure 32).
Figure 32
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8.0 Help (Navigation: Help) Figure 33
‘Help’ menu contains of the following features(refer to figure 33);
1. User Manual, Bidder(s) can either choose to view or save the pdf document on the
computer.
2. E-mail, Bidder(s) can email to administrator ([email protected]) for further
assistance in accessing the system if required.
- End of User Guide -
To view the User
Guide click this button
Sent to this email address
if User need further
assistance.