Prequalification Supplier Training Document

Transcription

1 Prequalification Supplier Training Document MT Last edition 05/25/2018

2 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

3 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

4 I. Prequalification Consult - public area How to access functionality in the public area 1. Click on the Purchasing and Contracting 2. Click on the Prequalification. 3. Choose the search option Opened or Closed

5 I. Prequalification Consult - public area How to access functionality in the public area 4. Select the "Company". 5. To search for a Prequalification Opportunity, fill in the field with your number. 7. After filling in the fields, click the "Search" button. 6. Fill in the field with the desired period

6 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

7 II. Subscribe to a Prequalification - public area How to access functionality in the public area Select the opportunity and click on the existing icon "I m interested" in "Options" Clicking on the icon will display the list of suppliers that are already "Prequalified", Preliminary and Definitive

8 II. Subscribe to a Prequalification - public area How to access functionality in the public area Fornecedor 01 xxxxxxxxxx Fornecedor 02 xxxxxxxxxx List of "Prequalified Suppliers Preliminary and definitive for the Object of Prequalification

9 II. Subscribe to a Prequalification - public area How to access functionality in the public area Click the "Start Identification Process" button, and on the next screen, follow steps 1 and 2.

10 II. Subscribe to a Prequalification - public area How to access functionality in the public area Fill in the fields for Identification and validate the CNPJ.

11 II. Subscribe to a Prequalification - public area How to access functionality in the public area As the CNPJ is validated, all data from following fields will be automaticaly filled in..

12 II. Subscribe to a Prequalification - public area How to access functionality in the public area Accept the terms and policies Fill in the bank details After completing all fields, click the "Finish" button.

13 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

14 III. Consult Prequalification - internal area Accessing functionality in the internal area 1. Click on "Electronic Quotes" 2. Click on "Opportunity Board".

15 III. Consult Prequalification - internal area Accessing functionality in the internal area Accessing the "Electronic Quotes" feature will display the "Opportunity Board" tab as the home screen. The user must access the "Prequalification" tab to search for an Opportunity. 3. Click "Prequalification" 4. To search for a Prequalification Opportunity, fill in the field with the number. 5. After completing the form, click on the "Search" button.

16 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

17 IV. Subscribe to a Pre-Qualification - internal area Confirm Participation Click the existing icon next to the status, to "Subscribe"

18 IV. Subscribe to a Pre-Qualification - internal area Confirm Participation A pop-up will appear, questioning the certainty of participating in the bid.

19 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

20 V. Prepare Bid - Process 1 Prepare Bid Process 1: The "Display Opportunity" screen will be displayed. Click Prepare Bid

21 V. Prepare Bid - Process 1 Prepare Bid Process 1: The proposal for the Prequalification will be created and the message Quotation XXXXXXX created" will appear. Bid Number

22 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

23 VI. Questionnaire Questionnaire Process 1: If the requirements of the Prequalification are the same as the technical criteria of a family of the registry, for suppliers who have technical approval in this family, the "Questionnaire" option is on consultation mode, since it will be exempt from response by having green flag for the evaluated criteria: 1. Click Questionnaire. Fornecedor 01 xxxxxxxxxxxxx 2. Click Display. IMPORTANT: If the Supplier does NOT have an approved register for this particular "Family", you must prepare a proposal and answer the questionnaire. (Process 2: Supplier, slide 32 - Answer Questionnaire)

24 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

25 VII. Opportunity Board Opportunity Board Process 1: Click on Back to Opportunity Board" to return and check the Prequalification status: Fornecedor 01 xxxxxxxxxxxxx Click on Back to Opportunity Board"

26 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

27 VIII. Status View Status View Process 1: Returning to the Opportunities Board, in the "My Participations" tab you can see the Prequalification with "Evaluation Completed" status: Clicking on the icon, the list of Suppliers already "Prequalified, Preliminary and definitive will appear. Prequalification of a supplier for a particular family does not guarantee that it will be enrolled in a future opportunity created and preceded by this Prequalification.

28 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

29 IX. Report Prequalified suppliers list Process 1: The list with information about the prequalified supplier as final and preliminary, including detailing of the selected family, if any, will be displayed. xxxxxxxxxx

30 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

31 X. Answer Questionnaire - Process 2 Answer Questionnaire Process 2: For suppliers that do NOT have technical approval in the register for that particular "Family", the system must allow the same to register in the opportunity, but should fill out the required questionnaires. Supplier did not respond to the questionnaire; Click Answer" to fill out and respond to the "Questionnaire". The completion of the questionnaire is done within the bid structure of the opportunity.

32 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

33 XI. Edit Questionnaire Edit Questionnaire Process 2: 1. Click Edit. Fornecedor 01 xxxxxxxxxx 2. If it is required, for continuity of the process, it is mandatory to mark the detail according to the company's supply line

34 XI. Edit Questionnaire Edit Questionnaire Process 2: Supplier must respond to the "Questionnaire" and "Save". xxxxxxxxxx Fornecedor Insert attachment 2.If required, for the continuity of the process, marking of the detailing is mandatory according to the company's supply line. 3. Click Save

35 XI. Edit Questionnaire Edit Questionnaire Process 2: After answering the "Questionnaire" and "Save", the following message "Questionnaire Data Saved With Success" will appear. "Questionnaire Data Saved With Success" After completing the Questionnaire, there are no further issues for the criterion Click on Send

36 XI. Edit Questionnaire Edit Questionnaire Process 2: After answering the "Questionnaire" and "Submit", the message will appear below. Click on Yes

37 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

38 XII. Opportunity Board Opportunity Board Process 2: Click on Back to Opportunity Board" to return and check the status of the Prequalification: Click on Back to Opportunity Board"

39 Script I. Prequalification Consult - public area II. Subscribe to a Prequalification - public area III. Prequalification Consult - internal area IV. Subscribe to a Prequalification - internal area V. Prepare Bid - Process 1 VI. Questionnaire VII. Opportunity Board VIII. Status View IX. Report X. Answer Questionnaire - Process 2 XI. Edit Questionnaire XII. Opportunitiy Board XIII. Status View

40 XIII. Status View View status and Prequalified suppliers list Process 2: When viewing the selected Prequalification, click on the icon button for report extraction: In Prequalification - Analysis Click the existing icon for "List of Prequalified" Preliminary and definitive

41 XIII. Status View View status and Prequalified suppliers list Process 2: The list with the information about the pre-qualified supplier as final and preliminary, including the detailing of the selected family, if any, will be displayed. The list also contains the date of submission of the questionnaire by the supplier, in addition to the date of results release. Fornecedor 01 xxxxxxxxxx Fornecedor 02 xxxxxxxxxx Fornecedor 03 xxxxxxxxxx