London Tenders Portal for Suppliers

Training Guide London Tenders Portal for Suppliers

Table of Contents London Tenders Portal for Suppliers ...... 1 Finding Opportunities ...... 1 How To Register ...... 1 Expressing an Interest in an Opportunity ...... 6 Responding to Opportunities ...... 9 Viewing Opportunity Details ...... 9 Responding to an Online PQQ ...... 13 Submitting a Clarification Question ...... 22 Responding to a Clarification Question ...... 26 Using the Response Wizard ...... 32

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London Tenders Portal for Suppliers

Finding Opportunities

How To Register Procedure

In this topic you will learn how to:

• Register on the London Tenders Portal

Step Action 1. Click the Register Free link.

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Step Action 2. Note the minimum computer specifications and click the Next button.

3. Click in the *Salutation field.

4. Enter the desired information into the *Salutation: field. 5. Click in the *First Name: field.

6. Enter the desired information into the *First Name: field. 7. Click in the *Last Name: field.

8. Enter the desired information into the *Last Name: field. 9. Click in the *Job Title: field.

10. Enter the desired information into the *Job Title: field. 11. Click in the *Department: field.

12. Enter the desired information into the *Department: field. 13. Click in the *Telephone Number: field.

14. Enter the desired information into the *Telephone Number: field. 15. Click in the *Email Address: field.

16. Enter the desired information into the *Email Address: field.

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Step Action 17. Click in the *Confirm Email Address: field.

18. Enter the desired information into the *Confirm Email Address: field. 19. Click in the *Security Question: field.

20. Enter the desired information into the *Security Question: field. 21. Click in the *Security Answer: field.

22. Enter the desired information into the *Security Answer: field. 23. Click the Next button.

24. Click in the *Company Name: field.

25. Enter the desired information into the *Company Name: field. 26. Click in the *Address Line 1: field.

27. Enter the desired information into the *Address Line 1: field. 28. Click in the *Town/City: field.

29. Enter the desired information into the *Town/City: field. 30. Click the *County/State: list.

31. Select the relevant County.

32. Click in the *Postcode/Zip: field.

33. Enter the desired information into the *Postcode/Zip: field. 34. Click in the *Company Description: field. 35. Enter the desired information into the *Company Description: field. 36. Click in the *Keyword 1: field.

37. Enter the desired information into the *Keyword 1: field. 38. If your organisation has either Construction Line or Exor affiliation this can be recorded here. 39. Click the relevant Company Classification(s) for your organisation.

40. Click the Next button.

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Step Action 41. Click the Search / Select Categories button to choose the categories for which you are interested in receiving opportunity notifications for.

Step Action 42. Click the relevant category(ies) for your organisation. 43. Click the Select Categories button.

44. Click the Finish button.

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Step Action 45. Click the Next button.

46. You can choose to receive notifications by particular council, or leave the Area option set to All to receive notifications from all councils. 47. Click the Next button.

48. Click to agree to the Due North Terms & Conditions.

49. Click to agree to the Privacy Policy .

50. Click the Next button.

51. Click the Submit Registration button.

52. Your registration request will now be processed and you will be sent an email containing your username and password shortly. This may take up to 48 hours. 53. You have now learnt how to

• Register on the London Tenders Portal End of Procedure.

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Expressing an Interest in an Opportunity Procedure

In this topic you will learn how to:

• Express an Interest in a procurement exercise published on the London Tenders Portal.

Step Action 1. To register an interest in any opportunity on the London Tenders Portal you must be first be registered and logged in.

Registration is free of charge.

Step Action 2. Click the Search Latest Opportunities link.

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Step Action 3. Click the drop down arrow next to the Organisation: list.

4. Select the relevant Council.

Click the London Borough of Brent list item.

5. Click the Search button.

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Step Action 6. To view the advert details for an opportunity click on the Contract Title.

Step Action 7. The advert gives details of the procurement exercise.

If you are interested in accessing the documents for the advertised opportunity Register Interest button at the bottom of the page.

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Step Action 8. Once you have expressed an interest you will be sent confirmation of this via email.

Once published by the Council, all relevant documents will be held on the system and available for you to download.

Click the OK button to return to the advert.

9. You have now learnt how to

• Express an interest in an opportunity published on the London Tenders Portal. End of Procedure.

Responding to Opportunities

Viewing Opportunity Details Procedure

In this topic you will learn how to:

• View Opportunity Details of a procurement exercise published on the London Tenders Portal.

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Step Action 1. To view the details of an opportunity you must be logged in.

Step Action 2. Click the My Opportunities link.

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Step Action 3. Click the drop down arrow to view the Organisations: list.

4. Select the relevant Council .

Click the London Borough of Brent list item.

5. Click the Refresh button.

6. Click on the Contract ID of the relevant opportunity.

Step Action 7. Click the View Stage Detail button.

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Step Action 8. Click the View Pre-Qualification Questionnaire link.

9. The summary screen gives an overview of the opportunity.

If online questions form part of the procurement exercise these can be viewed by clicking on the name of the questions within the Evaluation section.

All attachments available can be downloaded by clicking on their name within the Attachments section.

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Step Action 10. Click the Finish button to return to the main page.

11. You have now learnt how to

• View Opportunity Details of a procurement exercise published on the London Tenders Portal. End of Procedure.

Responding to an Online PQQ Procedure

In this topic you will learn how to:

• Submit an Online Pre-Qualification Questionnaire via the London Tenders Portal.

Step Action 1. Click the My Opportunities link.

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Step Action 2. Click the drop down arrow to view the Organisations: list.

3. Select the relevant Council from the list.

Click the London Borough of Brent list item.

4. Click the Refresh button.

5. Click on the relevant Contract ID.

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Step Action 6. Click the View Stage Detail button.

Step Action 7. Click the Response Wizard button.

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Step Action 8. Click the Next button.

9. Click in the * My Reference: field.

10. Enter the desired information into the * My Reference: field. 11. Click the Next button.

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Step Action 12. Select the question set to answer.

Click the Training Services PQQ link.

13. Click on each of the questions to enter your response.

In this scenario we will answer Question 10.1.

Click the Please describe your experience link.

14. Click in the Answer field. 15. Enter the desired information into the Answer field. Enter "Answer". 16. Click the Save & Next button.

17. Once you have answered all the online questions (indicated by a green tick next to each) click the Next button.

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Step Action 18. The Response Wizard gives the option of submitting any additional attachments to your response.

If there are no attachments to be made click Next.

In this scenario you will make one attachment. Click the Add Attachment(s) button.

Step Action 19. Click the Browse... button.

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Step Action 20. Select the file to be attached.

21. Click the Open button.

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Step Action 22. Click the Save button.

Step Action 23. The attachment made now appers in the Response Attachment Information section.

Attachments can be removed by clicking the orange cross icon next to the attachment.

Click the Next button.

24. The Response Wizard Summary screen shows a summary of your response.

Any part of the response can be edited by clicking on the Edit Step links.

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Step Action 25. The response can be saved as a draft if it is not complete by clicking Save as Draft.

Click the Submit Response button to submit the response.

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Step Action 26. Click the Submit Response button again.

You will receive an email confirming your submission, this email should be kept for your records.

27. You have now learnt how to

• Submit an Online Pre-Qualification Questionnaire via the London Tenders Portal. End of Procedure.

Submitting a Clarification Question Procedure

In this topic you will learn how to:

• Submit a Clarification Question via the London Tenders Portal.

Step Action 1. Click the My Opportunities link.

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Step Action 2. Click the drop down arrow to show the Organisations: list.

3. Select the relevant Council.

Click the London Borough of Brent list item.

4. Click the Refresh button.

5. Click on the relevant Contract ID.

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Step Action 6. Click on the stage Title.

Click the Training Services PQQ (PQQ) link.

Step Action 7. Click the View Discussions link.

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Step Action 8. Click the Create New Message button.

Step Action 9. Click in the *Subject: field.

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Step Action 10. Enter the desired information into the *Subject: field.

11. Click in the *Body: field. 12. Enter the desired information into the *Body: field.

13. If any attachments are required they can be made by clicking the Attachments button.

Click the Send button.

14. The question can now be seen in the list along with any other messages sent or received. 15. You have now learnt how to:

• Submit a Clarification Question via the London Tenders Portal. End of Procedure.

Responding to a Clarification Question Procedure

In this topic you will learn how to:

• Respond to Clarification Questions via the the London Tenders Portal.

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Step Action 1. Click the My Opportunities link.

Step Action 2. Click the drop down arrow to show the Organisations: list.

3. Click the London Borough of Brent list item.

4. Click the Refresh button.

5. Select the relevant Contract ID.

Click the UATT-9E9DJ2 link.

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Step Action 6. Click the Training Services PQQ (PQQ) link.

Step Action 7. Click the View Discussions link.

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Step Action 8. Select the relevant question by clicking on the Subject.

Click the Clarification Question link.

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Step Action 9. The message is then shown on the screen.

Click the Reply button.

10. Click in the *Body: field. 11. Enter the desired information into the *Body: field.

12. Click the Attachments button.

Step Action 13. Click the Browse... button.

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Step Action 14. Select the file to attach.

Click on the Name field.

15. Click the Open button.

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Step Action 16. Click the Save button.

17. Click the Finish button.

Step Action 18. Click the Send button.

19. Your response to the question can now be seen in the list along with any other messages sent or received. 20. You have now learnt how to:

• Respond to Clarification Questions via the the London Tenders Portal. End of Procedure.

Using the Response Wizard Procedure

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In this topic you will learn how to:

• Submit a Tender via the London Tenders Portal using the Response Wizard

Step Action 1. Click the My Opportunities link.

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Step Action 2. Click the drop down arrow to view the Organisations: list.

3. Select the relevant Council. Select the London Borough of Brent list item.

4. Click on the relevant Contract ID.

Click the UATT-99UHAA link.

Step Action 5. Click the drop down arrow to view the Stage: list.

6. Select the relevant stage of the procurement. Click the Training Services ITT (ITT) list item.

7. Click the Refresh button.

8. Click on the Title.

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Step Action 9. The Response Wizard cannot be used until the procurement documents have been viewed.

Click the View Itt (Manual Invitation) link.

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Step Action 10. Note the information held within this screen and download the available documents to allow the preparation of your Tender.

Click the Finish button.

Step Action 11. When you are ready to submit your tender click the Response Wizard button.

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Step Action 12. Read the Introduction and click the Next button.

13. Click in the * My Reference: field.

14. Enter the desired information into the * My Reference: field. Enter "Test". 15. Click the Next button.

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Step Action 16. Click the Add Attachment(s) button.

Step Action 17. Click the Upload Multiple Attachments button.

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Step Action 18. Click Select Files.

Step Action 19. Press the [Ctrl] key and click the relevant files to be attached. 20. Click the Open button.

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Step Action 21. Click the Start Uploading button.

22. Once the selected files have been transferred to the File Confirmation box on the right hand side of the screen click the Confirm & Finish button.

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Step Action 23. Click the Next button.

Step Action 24. Click Yes to accept the Terms and Conditions.

25. Click the Next button.

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Step Action 26. Click the Submit Response button.

Step Action 27. Click the Submit Response button.

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Step Action 28. Once your tender has been submitted the status will change from Draft to Submitted.

You will also receive an email confirming your submission which you should keep for your records. 29. You have now learnt how to:

• Submit a Tender via the London Tenders Portal using the Response Wizard End of Procedure.

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