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Bidder’s User Guide For Online E-Tendering System

Bidder’s User Guide For Online E-Tendering System · Page 4 of 22 1.0 Bidder Online E-Tendering System 1.1 Login to E-Tendering System Bidder will receive a tender invitation from

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Page 1: Bidder’s User Guide For Online E-Tendering System · Page 4 of 22 1.0 Bidder Online E-Tendering System 1.1 Login to E-Tendering System Bidder will receive a tender invitation from

Bidder’s User Guide

For Online E-Tendering System

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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).

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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.