Upload Tender Documents to the Publication Space
Refer here on how to import bulk documents to the publication space.
Refer here for how to upload documents to the publication space.
Set Up Tender Project
1. Click on Tenders.
2. The set up tender project wizard will display. This will guide you through the essential steps of setting up the defaults for this tender project such as selecting your tender database, writing a project description, package lengths and more.
Project Details
For Info Users
1. Select the for info user/s for the tender packages.
2. The info users will then be shown when creating a package.
3. Info users will receive notifications/emails for all related form types:
- Tender Packages
- Tender Clarifications
- Tender Submissions
- And any configured forms for the bid submission process, Including those generated on awarding the package.
Enter the Project Details
The next step in setting up your tender project is adding the project details. This allows you to set defaults for tender package information so you don’t have to re-enter it every time you create a new package.
| Project Details | Used for |
|---|---|
| Project Name | This is the name of the Project. |
| Main Contact | Person responsible for the Tender packages. All Tender activity will be addressed to this person. This can be changed when the package is being created or after it has been issued. |
| Default Tender Length | Sets the due date of a package based on the number of days entered. For example, if default Tender length was set at 60 days and you create a package on June 1 the close date of the package will be set 60 days from that date, August 1. |
| For Info User(s) | Detailed description here. |
| Location | This is location of the Project. |
| Awarded Company Role | When a bidder is awarded a package you can choose to add them into the Project. This setting will choose the project role the will have when added to the project, e.g. Sub-Contractor. |
| Description | This will set the project description for all packages. This will be appended to the Package Description/Invite when a package is issued. You can remove this when creating a package if desired. |
| Who can Upload Attachment | This setting controls who can use the desktop upload functionality. You may wish to restrict this if you want your staff to only use the Register for attaching Tender Document. |
| Ask Bidder for Lump Sum | This setting allows you to add a step in the Submit bid process where a bidder is required to enter a Lump Sum value as part of the submission process. |
| Enforce Close Date | This setting will lock subbies out of the Bidders page once it has reached its close date. |
| Bidder Portal Days | How long do you want the tenderer to be able to access the bidder portal for. |
| Locked Box Tender | This setting prevents anyone from seeing the bids until it has reached its due date. |
| Who Can Manually Unlock | Select users, groups, administrators who can manually unlock a locked tender box. |
| Package Admins | Select users, groups, etc who can create packages for this tender. |
| Who Can Edit Packages | Select users, groups etc who can edit packages for this tender. |
| Default Tender Documents | If you have one or more documents that you would like to send out with all packages (eg confidentiality agreement, stat dec) you can upload these here. |
Once you have entered the information you can complete the set up process by clicking next step.
Package Config
Pre-Approval Form
Click here for this section.
Requires Package Approval
Click here for this section.
Confidentiality Agreement
Click here for this section.
Invitation to Tender
Click here for this section.
Schedule of Rates
Click here for this section.
Price Submissions
Click here for this section.
Internal Amount Required
Click here for this section.
Scope of Work
Click here for this section.
Display Submission Form Progress
Click here for this section.