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SIM eSourcing User Guide Copyright © 2017 Singapore Institute of Management (SIM)

SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

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Page 1: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

SIM eSourcingUser Guide

Copyright © 2017 Singapore Institute of Management (SIM)

Page 2: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Quick Start GuideBrief steps to start using SIM eSourcing

Page 3: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Check your email to activate your account

Step 2Register an account

Step 1

Org ID: Take note of this as it is required during login

Page 4: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Login into the system with your credentials

Step 4Set your password

Step 3

Org ID is given in activation email

Page 5: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Wait for SIM to approve your account –an email will be sent to you. This could take up to several working days. You can browse the opportunities listing but not able to participate yet.

Step 6You will be re-directed to “My Dashboard” – All your notifications and updates will be displayed here.

Step 5

Page 6: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Browse open Opportunities listing to start participating. Click on the project that you want to participate

Step 8Step 7

Click row to view more details

Download Quotation Documents for detailed information of the project

Download document formore information

Important information to take note

Page 7: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Step 10Step 9

Input your questions here and submit. SIM Procurement Team will answer your queries

Have questions? Post it on the Clarification Board or view questions posted by other vendors

All clear? Submit your proposal!

Page 8: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Congratulations! Your submission is successful! – Now wait for Award result!

Step 13Step 12To check your status, you can go to “Past Reponses” tab

Label indicating that you have successfully submitted your proposal and awaiting for SIM Procurement Team to access and award

Page 9: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

In-Depth GuidePre-Login

Page 10: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

HomeThis is the starting screen for SIM eSourcing website. On this screen, you can only view open opportunities and their brief introduction. You are required to login into the system in order to gain more information of the opportunities listed. If you do not have an account, you may register an account with us.

List of open opportunities – open to public

View Frequently Asked Questions

Login ID – created by yourself during registration

Contact information

Link to reset password in case you have forgotten your password

Links to register new account

Organisation ID – will be generated and emailed to you

Password – will be set when you activate your account via activation link sent to your email

Page 11: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Add your contact information

Registration

Select your country where your business is registered. You can also type in in the grey box to filter out your country quickly. Same applies to the rest of drop down lists,

Below is the Registration form. All fields are self-explanatory and compulsory. Once you have submitted your registration, an email will be sent to you to set your password along with other information.

Create your Login ID

Put both as YES

Page 12: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

RegistrationOnce you have submitted your registration, you will see a success message on top right. An email will be sent to you informing about your registration.

You will have to wait for SIM Procurement Team to vet and approve your registration before you can login into the system. Once your registration is approved, you will be notified via email as well.

Success message

Page 13: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Forgot PasswordIn the event you have forgotten your password, key in your given Organisation ID emailed to you during registration and the login ID you created.An email will be sent to you with a link to reset your password

Organisation ID given to you during initial registration

Press to submit

Login ID you created during initial registration

Page 14: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Open OpportunitiesIf you are not logged in, you can view the all the open RFQ/Tender listed by SIM and its affiliates, but you would not be able to download the documents or participate.

Search via RFQ/Tender Number

Filter RFQ/Tender by different criteria. Uncheck those that are not relevant to you. Sort by Closing Date or

Published Date

Toggle sort Ascending or Descending

Open RFQ/Tender

Page 15: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Open Opportunities – Detail PageIf you are not logged in, you can view the all the open RFQ/Tender listed by SIM and its affiliates, but you would not be able to download the documents or participate.

Important information regarding the project

You can view the documents but not able to download without logging in

You will not able to participate if you are not logged in or if your account is not yet verified by SIM Procurement Team

Page 16: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

In-Depth Guide Post-Login

Page 17: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

DashboardOnce logged in, you can see My Dashboard and all the activities that require your attentions (if applicable). Below explains what each section displays:-

Notification to notify you whether your submitted NDA is Approved or Rejected

Reminders on opportunities that you have expressed interests (downloaded Quotation Documents) that are expiring soon

Newly published opportunities that are relevant to your registered procurement categories

New opportunity that SIM Procurement Team invited you to participate

List of open opportunities

List of opportunities that you have participated previously

Page 18: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

User SettingsUnder the Settings icon – you can check your Organisation Profile, Manage Account, Change Password or Sign Out.

Page 19: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

User Settings > Organisation ProfileUnder the Settings icon – you can check your Organisation Profile, Manage Account, Change Password or Sign Out.

Click to add more contact to your company

Click to edit your details

Click to edit your information

Click to delete contact

Note! If you change your details here,Admin will have to re-verify your detailshence your account will not be able to participate in any opportunity for the timebeing

Page 20: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

User Settings > Edit Organisation ProfileClicking edit will launch a pop-up window – you can edit the fields accordingly and press SAVE once done.

Press SAVE once done editing

Click to upload a new file or drag the file into the box

Page 21: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

User Settings > Manage AccountClicking edit will launch a pop-up window – you can edit the fields accordingly and press SAVE once done.

Click to edit your details

Pop-up window: amend the fields as required

Page 22: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

User Settings > Change PasswordUnder the Settings icon – you can check your Organisation Profile, Manage Account, Change Password or Sign Out.

Input your new password accordingly

Page 23: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Open OpportunitiesWhen you are logged in, you can see more opportunities available in the listing, with statuses such as “No Award” or “Awarded” – these are not visible to non-registered user.

More RFQ/Tender listing visible, ie: - Awarded- No Award

Page 24: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Open Opportunities > Detail PageWhen you are logged in, you can see more options, such as the Clarification Board and Submit Proposal tab. You can also download the Quotation Documents and see the Price Schedule.

Documents available for download

More tabs visible after logged in

Page 25: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Open Opportunities > Detail Page > NDA required

Click to participate – you will see this button if NDA is required. You will be prompted to upload your NDA form and await for SIM Procurement Team to approve before you can proceed

Documents locked due to NDA requirement

Page 26: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Open Opportunities > Detail Page > Clarification Board

Input your question here and admin will respond to you within a few days

Click to submit your question

You can post your questions here or view questions posted by other vendors.

Questions posted by you / other vendor

Page 27: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Open Opportunities > Detail Page > Submit Proposal

Click to upload file or drag your file into the box.

Maximum file size is as stated in the box

Click to submit your proposal

Once you are ready, you can submit your proposal by filling the form and submit. You can re-submit your proposal so long the opportunity is still active

Input your price in the Price Schedule

Click to edit your price

Amend the default values if it is different than yours

Page 28: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Past ResponseThis page consists of all the opportunities that you have participated in.

Label indicating active project where you have submitted your proposal

Search via project number

Filter to refinedisplay result –uncheck those thatare not relevant

Label indicating you have won the project

Label indicating you expired project that you didn’t win

Page 29: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

Need help? Drop us an email!Write to us at [email protected]

Page 30: SIM eSourcing - Singapore Institute of Management · Wait for SIM to approve your account – an email will be sent to you. This could take up to several working days. You can browse

The End!Thank you!

Copyright © 2017 Singapore Institute of Management (SIM)