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EO_User Manual-Guidance_Notes_v1.7

1. Search results 1 Procurement of image processing software National Health Service zZ Procurement of medical PACS systems National Health Service 3 Procurement of medical PACS systems National Health Service 3 results in total Displaying 1 3 Page 1 of 1 Figure 37 Simple search for Call for Tenders 5 2 Advanced search The advanced search functionality enables searching for Call for Tenders CfTs Organisations and Users In order to perform an advanced search query the user should 1 Select the type of the search by using the appropriate button 2 Provide information in one or more fields use of wildcard is also enabled 01 11 2009 Manual for Economic Operator Users Page 36 from 106 e Sourcing 3 Select the button Search The results if any will be presented in a tabular form Advanced search Search for crr O Organisation user s r ni ae Ea i ors Y I F Hia Tre oo n f A Jo 320 fF YT T E SFC CENA a Call for Tender Workspace Details Title Procurement ZA Unique CTT Number Name of Contracting 4uthority Workspace Status Select One Procurement Type Select Procurement Type Procedure Select Procedure vl Deadline for tender submission From Ta Description Maximum characters 2000 CPY codes of i
2. First Name Marek Last Name Sergat Username msergot Password oeeeeeae Re enter Password spettet Passwords match Email msergot websott com Address Postal Code City Country United Kingdom we Phone Number Mobile Phone Number Fax Preferred Language English w Fields with asterisk are mandatory Figure 23 Registration of EO admin In order to finalise the registration process the user selects the button Finish A message confirming the successful registration of the Economic Operator will be displayed s The Economic Operator s Registration was successful Figure 24 Confirmation of successful registration of the Economic Operator 01 11 2009 Manual for Economic Operator Users Page 25 from 106 e Sourcing The system will send an email to the user containing details of how to access the platform Section 2 5 Login to the platform for the first time contains instructions on how to access the platform for the first time The EO Administrator must log in for the first time within 30 days after the organisation was validated by the Contracting Authority Otherwise the account will be considered inactive and automatically deleted by the system The registration of an Economic Operator needs to be validated by the System Administrator Until then the following message appears when the Economic Operator accesses the platform il An error has occured e The or
3. Fields with asterisk are mandatory Figure 18 Resetting the password 2 8 Maintenance of user s profile After successful authentication the user can edit his profile by selecting the Edit Profile functionality accessible in the left column menu The user can update the information fields and then select the button Save to store the performed modifications Edit Account Username dper Account Role EO Admin First Name Dimitrios Last Name Perperidis Password Re enter Password Eroail eol eurodyn com Address Pastal Code Zity Country United Kingdom w Phone Number Mobile Phone Number Fax Preferred Language English w Status Active w Fields with asterisk are mandatory Figure 19 Edit User s Profile 01 11 2009 Manual for Economic Operator Users Page 21 from 106 3 e Sourcing Registration of Economic Operator All Economic Operators are able to self register to use the e Sourcing platform In order for an Economic Operator to register in the system the user should select the option Register as Economic Operator from the Login Panel of the main page Figure 20 Username Password Forgot your password Forgot password Register as Economic Operator Registration of economic operator Figure 20 Register as Economic Operator In the first phase of the registration procedure the user registers his organisation by providing
4. e Auction ID 10590 Official e Auction Type e 4uction Evaluation Method Show CPT Menu Combination Lowest Price e 4uctian Status Pending Number Of Rounds D2 Duration Of Round 10 Interval Between Rounds z Enable Automated Extensions Yes Maximum Number Of Automated Extensions 10 Duration Of Extention z Time before the end of e 4uction when extension is possible Bid Submission Type Overall The e 4uction StartDate 2009 10 29 Auction currency GBP e 4Guction biding visibility Full visibility e Auction Rounds Sequence Number Round Id Round Status Start Date 10599 Pending 2009 10 29 13 00 00 2 10600 Pending 2009 10 29 13 15 00 Figure 110 Detailed information regarding the e Auction event The detailed view of the e Auction event provides the following information Figure 110 1 The type of the e Auction a Rounds The Economic Operators compete based on a number of rounds each participant can provide a single bid for each round b Time The Economic Operators compete based on a certain time period each participant can provide any number of bids within the specified period c Combination The Economic Operators compete based on rounds with a certain duration each participants can provide any number of bids within each round The evaluation method Lowest Price or MEAT Number of rounds and duration of each round Duration of the interval between the rounds Use of auto
5. Ocrerwtvso oe Expand a section of the tender The left panel of the tool displays all the envelopes contained within the tender e g Eligibility Criteria Technical envelope Financial Envelope Each envelope is displayed as a hierarchical tree structure An envelope can be expanded to display the contained sections and subsections Figure 62 01 11 2009 Manual for Economic Operator Users Page 58 from 106 e Sourcing CFT Procurement of Hospital information systems Dgr 00 E Tender Sa Eligibility Criteria al Technical Envelope EA Section Section 1 EA Section Section 2 Sa Financial Envelope Back to My Tenders Figure 62 Tender preparation tool technical envelope The right panel of the tool is used to display sections and the criteria of the tender Figure 63 Sections can be expanded by selecting the C button The following icons are used within the hierarchical tree structure to navigate the tender a Tender The top level node to the tree hierarchy GA Eligibility Criteria The top level node of the eligibility criteria CA Technical Envelope The top level node of the technical envelope Sa Financial Envelope The top level node of the financial envelope a Indication of attention There is information missing or incorrect information within the section or its subsections Fo Indication of acceptance All criteria within the section and its subsections have been correctly filled fi Years
6. Figure 88 Confirm account details After confirming the validity of the user account details the user is prompted to accept the user agreement policy for this CfT Figure 89 In order to accept the agreement the user needs to select the button Accept 01 11 2009 Manual for Economic Operator Users Page 75 from 106 e Sourcing Accept Agreement for this Cft Do not proceed if you are not an Authorised User of the eSourcing application This is a private application and is protected by appropriate security measures Access to and use of this application is restricted to Authorised Users only Any attempt to use this application in a manner not authorised or any attempt to alter destroy or damage any Information contained within tt may constitute a breach of the provisions of the Computer Misuse Act 1990 andor other legislation and shall leave the user liable to both criminal and civil proceedings It is strictly forbidden to attempt to access this application using any third party s logon identity All Authorised Users must accept and comply with defined policies and procedures Anyone using this application consents to active monitoring by the ED System Administrators Accept Reject Figure 89 Accept agreement for this CfT After confirming the account details and accepting the agreement the user is prompted to locate the tender package to upload Figure 90 The user selects the Browse button to locate the file of the
7. and the uploaded Digital Package match i e the column D P match results has the symbol and the tender has been submitted on time column Received on Time If any of the following columns have been marked by symbol e D P match result The uploaded digital signature does not match the uploaded tender package 01 11 2009 Manual for Economic Operator Users Page 81 from 106 e Sourcing e Received on Time The tender has been received after the specified deadline The contracting authority officer will decide whether it will be accepted or not For this type of submission the user should upload the Digital Signature prior to the deadline Then the system allows the user a period of 24 hours to upload his saved tender providing that he does not work on his tender after the generation of the Digital Signature Please note that if the user works on his tender after the generation of the uploaded Digital Signature matching between the signature and the saved tender package will fail and the tender document will be rejected The user can modify his uploaded tender until the Time limit for receipt of tenders or requests to participate has been reached Afterwards the functionality to create edit and upload a tender is disabled In order to modify the uploaded tender the user first needs to remove the existing tender using the Remove button Figure 96 and then upload the new tender Otherwise a
8. s i i lt i i sSsSSS Portable Document File ses s s lt iC S s swsi lt iSsSsSsS File o edes OOOO Contracting Authority Procurement Coordinator Assistant 01 11 2009 Manual for Economic Operator Users Page 8 from 106 e Sourcing 1 e Sourcing workflow The e Sourcing platform supports the following workflow Figure 1 Consensus Scoring is enabled Upload of general Automated Scoring of Responses Evaluation of Responses Different Evaluation Strategies Figure 1 e Sourcing platform supported workflow The following terms are widely used within the e Sourcing platform e Captcha is a type of challenge response test used to ensure that the response is not generated by a computer e Archived WS List is a list of completed CfTs which have been archived by the user e Tender Package is the supplier s response i e offer in a Call for Tender CfT e Digital Signature is a file containing a unique generated code based on the contents of the tender package and the creation date of the tender package e Timestamp is a marking of the time and date on which the tender was uploaded in the system Similar timestamp is used when a bid is submitted during an e Auction event e Bid corresponds to an offer submitted during an e Auction event e One Envelope tender packing Each tender will be packed into a single envelope Unlocking will be
9. Figure 81 The offline tender preparation tool ssssssscsnssecistevnnssrunsesarndescvinriwsciventevensbntutalensedeisbesaannessudin ve ssieunsouenss 69 Figure 82 Open a tender structure in the offline tender preparation tool sesseseeseseererereersererrereresresrsreere 70 Figure 83 Completing sections with the offline tender preparation tool eeseseeereseeeerersersrsrerrsrrrrsrsrsreseses 71 Figure SA Complete a multi ortendet ssion nian E AEE 72 Figure Tender creation and SUDINISSIOM PACE sae enisssccsansuctscauccsusinssiben anasoendensapingepousainutaeenastantebunanantdsceiuns 73 Pene olom Upload tender PACKI 2 en eany meee Oren ere Crete eT een e nT ern meen rE eT vente Teate Stren ee yarT er tven ee een Serer 74 Powe Unon E EPA E sac E E E E OEE EEE NAO ceaeb pan ceves 74 Figures Contr m acconnt detalla acs ey ceo one nee sasp rrien E S 75 Heya JER eM cd Accepragreement orio C T aea E ten nt reer AA NT 76 Pionie So Upload IDE tender Pekan Crin E R E O nr Cer ety 76 Figure 89 Selection of the tender package to Upload vases cvsevseocdanitcenstusspierdundsennebovansiasdedead ansbustiaweanlsieddarerrennaes 77 Fieure bo Upload tew Dioital Prini essnesernrarii iniii iana EA aA 78 PICU FS O C HON Ol ite Metal PAENG agen e a e a aE aor eoanypteaasad 78 Figures Specifying the tender packa Ge Naline c ssssssssescasssnnvasisnnsaticsosenossnauand ease eine e ie 78 Pe The Digital Print is Uploaded scoct gnc spre seamray ooscen eos tateas EEEE EE EAEN EE OENE E
10. 10 Completing the financial envelope The platform displays all financial criteria of the tender structure The user completes the column Value and specifies an optional discount in the Overall discount section Figure 74 The Overall discount section will be enabled only if the associated procurement officer has specified that discounts are permitted for the CfT The Present Value and the Discounted Present Value are automatically calculated by the system 01 11 2009 Manual for Economic Operator Users Page 63 from 106 e Sourcing earQ Overall Discount S 0 Value Present value E Discounted Present valu Training Cost 15 000 00 15 000 00 14 250 00 Installation Cost 45 000 00 45 000 00 42 750 00 Totals 60 000 00 60 000 00 57 000 00 Figure 74 Financial Criteria In case the financial envelope has been defined over a number of year the user need to complete the financial criteria for each specific year Figure 74 Selecting a year from the left panel allows the user to complete the values of the financial criteria for this specific year Selecting the top level Financial Envelope will display a summary of the financial offer Figure 75 Ea Tender Sal Eligibility Criteria Total Value 181 000 00 9 GA Financial Envelope Total Present Value 160 989 98 TE Total Discount Value 9 050 00 a Total Discount Present Value 4 049 50 T Final Value 171 950 00 a Presen
11. 96 Keure 2LAutomated Extensions apphedearirearioir i nanai aea i ENE ET ES EEEE A EEES 96 Powe I eAuchon mesane DOA ei n N O Serv eespteesessete 96 Pieure 123 Posting a message on the message Doard ensatanat 97 Powe 2A 2 AUGHOM 15 suspend d aoinne n E EEEE ab ceuaesitnenctesnsiinte 98 Porre Wo 8a ore Re Towni IOa ae EE E E eee eer eer ee 98 Figure 126 End of thee Auction event casas catssies si acnsecesesecuedsoccniipanid esenasuecssaensacuneocodeeessd wueatiaaseseencmuasasununeaaaeys 99 Figure 12 End of auchon MOrmatiOiN senanserinoreroia rastr a inei aT ren E RET e AE ETE 99 Porre d eP O e E E E cysbeueengscpantunidesee 100 a E e oh yO E T P E E O E A E I T omnes 101 Figure 130 Rank Per Round for FO ssranesiiciciirriicii iirinn iieiea a EA EA ESEE E EEUE E E 101 ra FO TC EE A E E a E A T E E E E E N ecasaeneenaynnees 102 PVCS LZ PCC SR COON act award ainne ian EEE EEEE EEES T EE 102 Peur Too Dec ineco ntact owa eia E E E E 103 a O E e E e E E A E E E A ern A A E EE E E ee 104 Penre 133 Hierarchical Stricture OF CPV COdES orereroercirorin uperene nieri POENE AEE EAE EAR 104 a a e e ee E E E E A A E E eee eee E T T 105 Figure oF scarch runchonalily sscceniroroicerri an eE TEE EE EAN 105 Kontre mooc rOn Ey CIE era A mh ees irre te terer arson nnn mes ennt rrrr eer 106 PICU 197 SU E CPV CON R ARN 106 01 11 2009 Manual for Economic Operator Users Page 7 from 106 e Sourcing Acronyms Abbreviations Acronym PDF Portable Document File
12. Clarifications CFT Procurement of Hospital information system Show CFT Menu meee Requests for Clarification Figure 54 CfT Clarifications The user completes the request for clarification by providing the following information Figure 55 e Title e Language e Description for the request e A file attachment for the request optional 01 11 2009 Manual for Economic Operator Users Page 48 from 106 e Sourcing Clarifications CFT Procurement of Hospital information system Show CT Menu Clarifications Bepe e te Fates Lelong Title Item 34 1 in the specification documents Language English we Description for the request Could you please provide further details regarding item 34 1 in the specification documents 1908 remaining characters Attachment for the request C Documents and Settings dperp Desktop e Browse Send Request Fields marked with an asterisk are mandatory Figure 55 Request for clarification Selecting the button Send Request sends the request to the tender coordinator 10 1 2 View a clarification response The user can visualise a clarification response only after it is published by the Procurement Officer A list of all clarification responses is displayed in the Clarifications tab of the main Clarifications page Figure 53 Clarifications CFT Procurement of Hospital information system Show CHT Menu mE Requests for Clarification 1 I
13. European Dynamics offer DIGITAL PRINT we My Network Files of type Y Canca Figure 93 Selection of the Digital Print file After selecting the appropriate file of the Digital Print the user specifies the name of the tender and finally selects the button Upload to submit the Digital Print to the platform Figure 94 Upload new Digital Print CFT Procurement of Hospital Information Systems Show CT Menu ocate the digital print to upload T C Documents and Settings dperp Browse Tender package name European Dynamics Offer Figure 94 Specifying the tender package name 01 11 2009 Manual for Economic Operator Users Page 78 from 106 e Sourcing When the user successfully uploads a digital print a message containing the unique Digital Print Receipt ID is displayed Figure 95 The system lists the submitted tenders along with the following information e Submitted by The user who submitted the tender e Name The name of the tender e D P receipt ID The unique Receipt ID of the Digital Print submission time e D P submission time The time of the submission of the Digital Print e T P receipt ID The unique Receipt ID of the Tender Package see section 2 Upload of the Tender package e T P submission time The time of submission of the Tender Package e Status The status of the submission e D P match results A check whether the Digita
14. Figure 46 Contract documents Selecting the button Download Zip file the user can download a zip file containing all associated notices and contract documents Figure 46 01 11 2009 Manual for Economic Operator Users Page 43 from 106 e Sourcing 8 Expression of Interest for a CfT In order for the user to express his interest for a call for tender CfT he needs to select the option Expression of Interest from the CfT Menu Figure 47 CFT Procurement of Hospital Information Systems Hide fT Menu Tender submission deadline in days hours dike les View CFT Name of Contracting Authority National Health Service MAAA Uae rs Title Procurement of Hospital Menuiserie C4 Unique CfT Number Tenders Automated notifications CFT Unigue ID 2009 1235776 10 l l Specify lerts Evaluation Mechanism MEAT Description Procurement of Hospital Information Systems Procurement Type Supplies Figure 47 CfT Menu option Expression of Interest The system prompts the user to Figure 48 e Express Interest by associating all users of the EO with this CfT e Express Interest by associating only himself with this CfT e Express Interest by not associating any user from the EO with this CfT Assocation with CIT Mozilla Firefox Assocation with CET The e Sourcing system supports automated notifications to keep associated users up to date with all CTT advances These comprise the publication of new Notices Addenda
15. No attachment Answer ll requested information are provided in the attached document Attachment for the answer e PPS Brochure pdf Figure 102 Response to a feedback question 01 11 2009 Manual for Economic Operator Users Page 85 from 106 e Sourcing 13 Electronic Auctions The e Auction module provides all necessary functionality for the Economic Operators to participate in a live auction event for a particular CfT In order to participate in the auction events the Economic Operators must invited by the contracting authority user who coordinates the specific CfT 13 1 Participation in an e Auction event In order to respond to the e Auction invitation the user needs to select the task Respond to the e Auction Invitation in his task list Figure 103Figure 103 Task List My Tasks 1 Procurement of health IT services Respond 4uction Invitation For Lot No 1 Figure 103 Respond to an e Auction invitation The user has the option to Accept to participate in the e Auction event Figure 104 or to Decline to participate in the e Auction event Figure 106 The system informs the user regarding acceptance Figure 105 rejection Figure 107 decision Accept Decline e Auction Invitation CFT Procurement of health IT services Show CfT Menu e Auction 4994 Answer e 4uction Invitation E I Accept To Participate In The e Auction Event I Decline To Participate In The e Auction
16. Page 91 from 106 e Sourcing In addition to the information described in Figure 112 the following information fields are displayed in lowest price e Auctions Figure 113 e Next Winning bid A suggestion of the total value of the next bid in order to rank at the first position e Minimum bid difference in terms of or absolute value The minimum difference with the previous bid e Previous bid value The value of the last bid The section User Figure 113 provides ranking information during the bidding process The displayed information depends on the e Auction visibility criteria which are specified by the Procurement Officer Tender Coordinator In Figure 113 the row EO current displays the last bid of the current EO while the row EO 1 displays the last bid of the other EO participating in the e Auction The names of the participating Economic Operators are always masked The system prompts the user to confirm the submission of his bid Figure 114 The message contains all details regarding the particular bid Selecting the button OK will submit the bid in the platform while the button Cancel will cancel the operation Windows Internet Explorer Do you wish to place this bid Cost of consulting Year O 100000 Cost of training Year O 45000 Figure 114 Confirm submission of bid lowest price based auction gt es If the bid is valid an acceptance message will be displayed Figur
17. Remove oO All iteras submitted Hash match Fa Additional items will be needed Missing items Hash mismatch Late Submission Figure 60 Main tender preparation page The button Create a Tender online is enabled prior to the expiry of the tender submission deadline Selecting this option redirects the user to the online tender preparation tool 11 3 The tender preparation tool The tender preparation tool is an online tender preparation environment which allows the user to rapidly create a tender return The tool provides functionality for the Economic Operator to answer all tender questions mandatory and optional Furthermore the Economic Operator can validate whether the created tender return conforms to the tender specifications 01 11 2009 Manual for Economic Operator Users Page 57 from 106 e Sourcing CFT Procurement of Hospital information systems Haves 00 E Tender gt Ea Eligibility Criteria EA Technical Envelope GA Financial Envelope Back to My Tenders Figure 61 The tender preparation tool Figure 61 provides an example of the tender preparation tool main GUI The following buttons are widely used in the tool Open tender structure Save tender Save as the tender Validate that the tender conforms to the specifications Pack the content of the tender Create a PDF file of the tender Help on how to use the tender preparation tool Information regarding the tender preparation tool
18. The offline tender preparation tool 3 Use the button l to open the stored XML structure Figure 82 4 Complete the tender by filling all sections in all envelopes Figure 83 Sections 11 3 1 11 3 13 describe how to complete the tender 01 11 2009 Manual for Economic Operator Users Page 69 from 106 e Sourcing eP e PPS e Sourcing itai El Tender 01 11 2009 gt 88 leP Open My Recent Documents My Documents My Network Places 5 ContractDocuments i EvaluationCycles Notices JET 1004_s894 2 c t E753 File name c4t_8753_1 xml Files of type all Files v Figure 82 Open a tender structure in the offline tender preparation tool Manual for Economic Operator Users Page 70 from 106 e Sourcing UP e PPS e Sourcing c4 _8753_1 xml Aves 00 C T 5ave ia a echnical Envelope EA Section Section 1 E FA Financial Envelope 5 BAX Eligibility Criteria Description of the provided functionality Max number of characters 300 Relevant docurnent OO Attach File Humber of surgical IT instruments supported by the system Minimum 50 Maximum 500 Step 1 Relevant document eo ttach file Attach File Manuals of the proposed solution Do you support HL Yes No Relevant docurnent O Attach File Connection interfaces E sE Parallel W other Relevant docurnenit i Attach File Completed Criterians Of 10 Figure 83 Completi
19. To upload the Tender package please follow the step described in the One phase submission section If the submission was successful a page similar to Figure 96 will be displayed 01 11 2009 Manual for Economic Operator Users Page 80 from 106 Package Y CFT Procurement of Hospital Information Systems Show CFT Menu Create a Tender online Silesian Download the Tender structure f Download the preparation tool List of draft Tenders created online sli Created by Creation date Last edited 1 Dimitrios Perperidis 2009 07 16 10 33 48 2009 07 16 10 33 48 List of submitted Tenders created online offline Submitted Name DP DP Status D P Received receipt ID submission receipt ID submission on Time time Cl i Dimitrios European 000000026 16 07 2009 0oo000029 16 o7 2009 g Perperidis Dynamics iL ose seals 10 44 59 Tender Upload OP of tender package Upload tender package Remove oO All items submittedHash match Fa Additional items will be needed Missing items Hash mismatch Late Submission Figure 96 Submission of a tender In the list of submitted tenders the platform displays the following information relating to the submission of the tender package e T P receipt ID e T P submission time Furthermore the Status of the submission must have the symbol indicating that all items have been submitted Figure 96 The platform also checks that the uploaded Digital Print
20. fT We have technical difficulties could WOU Please suspend the event for 5 minutes Maximum characters 500 You Have 419 Lefi Send Message Figure 124 e Auction message board 01 11 2009 Manual for Economic Operator Users Page 96 from 106 e Sourcing The upper part of the message board displays all messages posted by participating Economic Operators and also the messages replies posted by the e Auction Administrator In order to post a message the user fills the Post a new message section and then selects the button Send Message to post the message on the board Figure 125 MessageBoard Of e Auction 4994 User 12358 E0 Messages event is about to start a EO 1238 We have technical E difficulties could you please suspend the event for 5 minutes PO 1224 The event will be suspended for 5 minutes w Post a new message Maximum characters 500 You Have 500 Left Send Message Figure 125 Posting a message on the message board 13 4 Suspension an e Auction event When the event is suspended no further bidding is permitted during the suspension period The platform informs all participating Economic Operators that the event is suspended and also when the event will resume Figure 126 When the event is resumed the user needs to select the button Enter e Auction Room to access the e Auction room and to continue bidding 01 11 2009 Manual for Economic Operator Users P
21. offline tender preparation tool The functionality to create the tender is also supported using an offline tender preparation tool The functionality of the offline tender preparation tool is exactly the same to the one described in sections 11 3 1 11 3 13 In order for the user to prepare his tender locally in his PC the following steps need to be performed 1 Download the tender preparation tool in the local environment select the Download the preparation tool button Figure 80 Extract all files from the archive and execute the application Figure 81 2 Download the tender structure in the local environment select the Download the Tender structure button 01 11 2009 Manual for Economic Operator Users Page 68 from 106 e Sourcing Please note that tender structure files are unique and created for each CfT The Economic Operator user has to make sure that the downloaded tender structure corresponds to the CfT he she intends to participate in Otherwise the tender package generated in the tool with the wrong tender structure will not be consistent to the tender material requested by the Contracting Authority and may result in disqualification of the supplier CFT Procurement of Hospital information systems Show CPT Menu Create a Tender online Ma ee E N CoWwnload the Tender structure Download the preparation tool Figure 80 Download the tender preparation tool EF e PPS e Sourcing Figure 81
22. performed simultaneously for all sections of the tender eligibility criteria technical envelope and financial envelope e Two Envelopes tender packing Each tender will be packed into two separate envelopes Unlocking is initially performed for the eligibility criteria and the 01 11 2009 Manual for Economic Operator Users Page 9 from 106 e Sourcing technical envelopes Financial envelopes are unlocked only for suppliers who have successfully passed the criteria of the other two sections The following deadlines are widely used within the system e Time limit for receipt of tenders or requests to participate mandatory Deadline for the Economic Operators to upload their tender solutions e Deadline for dispatching invitations optional The deadline for dispatching invitations to participate for specific CfTs e Request for clarification From mandatory The starting date of the clarification forum on which suppliers can ask for further clarifications e Request for clarification To Mandatory The final date of the clarification forum on which suppliers can ask for further clarifications e Tenders Opening Date optional The date for unlocking the received tenders This date is set by default to be after the time limit for receipt of tenders Figure 2 provides a description of the workflow the Contracting Authority and Economic Operators users follow to complete a procurement process e Awarding e Auctions e N
23. the Economic Operator will provide his text answer in the displayed text box The maximum number of characters for the Economic 01 11 2009 Manual for Economic Operator Users Page 60 from 106 e Sourcing Operator s answer is also displayed Figure 64 The user can also attach an optional file to provide further details in his answer Industry partners European Dynamics Max number of characters 70 Relevant document a Attach File Figure 64 Supplier s view of the criterion of type text field 11 3 3 Criterion Type Text area For the criteria of this type the Economic Operator will provide his text answer in the displayed text area box The maximum number of characters for the Economic Operator s answer is also displayed Figure 65 The user can also attach an optional file to provide further details in his answer Description of the provided functionality The following functionality is provided Max number of characters 300 Relevant Me o Attach File Figure 65 Supplier s view of the criterion of type text area 11 3 4 Criterion Type Number For the criteria of this type the Economic Operator will provide his answer as a number in the provided box The minimum and maximum ranges of the number are displayed along with the specified step size Figure 66 The user can also attach an optional file to provide further details in his answer Humber of surgical IT instruments supported by the system
24. to e Sourcing Username e PPS e Sourcing is a secure and interoperable web based application which constitutes a total solution for the implementation of electronic procedures in conducting public procurement competitions The system is compliant with the provisions of the European Law of public procurement Amongst its provisions it supports the procurement of contracts through one off and repetitive procedures The system is managed by European Dynamics S Password Forgot your bassword Contracting Authority Service nomic Operator Services ia General Information Contracting Authority services provide a collaborative Economic Operator Services provide the tools for carrying e Sourcing environment for organising Call for Tender out automated transparent and secure preparation and a related activities These services provide the tools for electronic submissions of requests for participation and Information supporting the management of electronic competitions tenders to public procurement competitions It provides a providing amongst others the means for the electronic non discriminatory solution on fundamental procurement News preparation and transmission of procurement notices to the aspects allowing economic operators to carry out Official Journal of the European Union Advanced services efficiently their procurement activities Aublio procurement include the electronic and automated evaluatio
25. 0 from 106 e Sourcing Clarifications CFT Procurement of Hospital information system Show CFT Menu Eee Requests for Clarification 1 Item 36 5 in the specification documents 2 Item 34 1 in the specification documents Description for the request Could you please provide further details regarding item 34 1 in the specification documents ttachment for the request e PPS Brochure pdf Clarification Further details are provided in the attached document Attachment for the request Item 34 1 doc Download all clarifications Figure 58 Attachments in the clarification response Selecting the button Download all clarifications enables to download an archive file with the details of all clarification requests submitted and their associated responses 01 11 2009 Manual for Economic Operator Users Page 51 from 106 e Sourcing 11 Creation of a tender return The tender return is created by the Economic Operator and comprised of the answers to the tender questions plus any other file included within In order to create or edit the answers for a tender the user needs to select the option Tenders from the CfT Menu Figure 59 In the case that the tender is set to Two phase submission the following procedure is followed for the creation and submission of tender e The user creates the new tender section 11 2 e The user uploads the digital signature of the tender 11 4 2 e The user up
26. 0000 Postcards greeting cards and other printed matter 22400000 Stamps cheque forms banknotes stock certificates trade advertising material catalogues and manuals Search results 30212000 Minicomputer hardware 30213100 Portable computers 30237300 Computer supplies 30200000 Computer equipment and supplies 30211000 Mainframe computer 30211100 Super computer 22500000 Printing plates or cylinders or other media for use in printing 22600000 Ink 22800000 Paper or paperboard registers account books binders forms and other articles of printed stationery 22900000 Miscellaneous printed matter 400 TO LST SYNCHRONE LET 24000000 Chemical products 30000000 Office and computing machinery equipment and supplies except furniture and software packages 31000000 Electrical machinery apparatus equipment and consumables lighting lt Selected tems 22000000 Printed matter and related products 30211300 Computer platforms 30213100 Portable computers 30211 400 Computer configurations x IQ Figure 140 Selection of CPV codes Finally the user selects the button Submit to submit the selected codes to the application Figure 140 All selected codes are then presented in the corresponding field CPY Codes of interest 2 000000 Printed matter and related products Pe iar 30211300 Computer platforms 30213100 Portable computers 30211400 Computer configurati
27. 01 11 2009 Manual for Economic Operator Users Page 31 from 106 Organisation Account Role First Name Last Name Username Password Re enter Password Email Address Postal Code City Country Phone Number Mobile phone Fax Preferred Language Fields with asterisk are mandatory n European Dynamics EQ User Ww George Sinclair gsinclair COT Passwords match e01 eurodyn com i United Kingdom w Figure 31 Insert a new user in the organisation Initially the account of the new user will be de activated View Users 4 sstully Added 1 Dimitrios 2 George Add User 2 results in total Displaying 1 2 EQ Admin United Kingdom EQ User United Kingdom k Edit Account Page lof 1 G Active Inactive G De activated Figure 32 The account of the newly inserted user is de activated 01 11 2009 Manual for Economic Operator Users Page 32 from 106 e Sourcing The system will send an email to the new user confirming the successful registration The email will contain the relevant transaction number In order to activate his account the user must provide this number during his first login Thereafter the status of the account will be active View Users 1 Dimitrios Perperidis EQ Admin United Kingdom 2 George Sinclair EO U
28. 06 e Sourcing After confirming the account details and accepting the agreement the user is prompted to locate the tender package to upload Figure 90 The user selects the Browse button to locate the file of the tender package Figure 90 The tender package is the archive the name of the archive contains _TENDER at the end see Figure 91 which has been created during the Pack operation section 11 3 13 Pack the tender Upload tender package CFT Procurement of Hospital Information Systems Show CPT Menu Locate the Tender package to upload C Documents and Settings dperpsDesktop T esting ukProc Store i Browse File Upload Figure 90 Upload the tender package Look in gt Stored tenders i wt My Recent Documents My Computer My Network European Dynamics offer European Dynamics offer 2 European Dynamics offer European Dynamics offer _z European Dynamics offer 2 DIGITSL PRINT Ea European Dynamics offer_2 TENDER E European Dynamics offer DIGITAL PRINT ssl European Dynamics offer TENDER File name European Dynamics offer TENDER Files of type All Files 1 Figure 91 Selection of the tender package to upload In order to complete his action the user selects the button Upload to upload the tender package in the platform Figure 91 The system generates a unique Tender Package Receipt ID and informs the user regarding the suc
29. 1 1 Automated notifications The platform lists all user members of the EO organisation Figure 50 In order to disassociate an EO member from receiving notification of the CfT the user changes the status from associated to disassociated from the drop down menu in the column Associate Disassociate Figure 51 Similarly changing the status from disassociated to associated will enable notification for the particular CfT CFT Procurement of Hospital Information Systems Show Cf Menu Dimitrios Ferperidis Associated wr George Sinclair Associated w Save Changes Cancel 2 results in total Displaying 1 2 Page 1 of 1 Figure 50 List of associated users with the CfT 01 11 2009 Manual for Economic Operator Users Page 45 from 106 e Sourcing CFT Procurement of Hospital Information Systems Show Cf Menu Dimitrios Perperidis Associated we George Sinclair Disassociated Save Changes Cancel results in total Displaying 1 2 Page Lori Figure 51 Disassociation of a user with the CfT 9 1 2 User alerts The users can specify the timing of alert of the following events Figure 52 e Time limit to receive for receipts of tenders or request to participate e Request for clarification From e Request for clarification To For these events the user can select to be notified Figure 52 e 24 hours prior of the event e 48 hours prior of the event e 1 week prior of the event e 2 weeks prior of the event 01 11
30. 2009 Manual for Economic Operator Users Page 46 from 106 e Sourcing Specify Alerts CFT Procurement of Hospital Information Systems Show CT Menu List of alerts for user Slerts for EO User Time limit for receipt of tenders or request to participate O Mo notification 24h prior the ewent O 46h prior the event 1 week prior the event O z week prior the event Request for clarifications from O Mo notification 24h prior the event O 46h prior the event 1 week prior the event O 2 Weel prior the ewent Request for clarifications to O No notification 24h prior the event 46h prior the event 1 week prior the event z2 Weel prior the event Figure 52 Specification of user alerts 01 11 2009 Manual for Economic Operator Users Page 47 from 106 e Sourcing 10 Clarifications In order to create a clarification request and to preview a clarification response the user needs to select the option Clarifications from the CfT Menu Figure 53 This option is available in the CfT Menu during the clarification period Hide CfT Menu wiew CFT CTT documents Clarifications Tenders Automated notifications Specify Alerts Figure 53 CfT Menu option Clarifications 10 1 1 Create a clarification request In order to create a clarification request the user selects the tab Requests for Clarification from the main Clarifications page Figure 54
31. 350 Minimum 50 Maximum 500 Step 1 Relevant document fin Attach File Figure 66 Supplier s view of the criterion of type number 11 3 5 Criterion Type File For the criteria of this type the Economic Operator will upload a file in the system In order to select the file to attach the user should use the Attach File button The maximum allowed size of the file is also displayed Figure 67 01 11 2009 Manual for Economic Operator Users Page 61 from 106 e Sourcing Manuals of the proposed solution Figure 67 Supplier s view of the criterion of type file 11 3 6 Criterion Type List Three types of lists are supported by the system e Radio buttons e Check boxes e Combo box The supplier will have the following views for a criterion of this type Do you support HL Yes No Relevant document Attach File Figure 68 Supplier s view of the criterion of type list radio buttons Connection interfaces LSB Parallel Other Relevant docurrenit Attach File Figure 69 Supplier s view of the criterion of type list check boxes Supporting protocols XML UMIL Relevant docurrerit Attach File Figure 70 Supplier s view of the criterion of type list combo box 11 3 7 Criterion Type Date For the criteria of this type the Economic Operator needs to select a date In order to select the required date the user selects the button to expand the provide
32. 5 Cost of training Place Your Offer For Year 755 Place Your Offer For Year 1 755 Place Your Offer For Year 755 Number of departments participating in amp the project Number of consultants working onthe 55 project Ho Extension Applied Refresh Submit Bid Figure 116 Submit a MEAT bid 01 11 2009 Manual for Economic Operator Users Page 93 from 106 e Sourcing The system prompts the user to confirm the submission of his bid Figure 117 The message contains all details regarding the particular bid Selecting the button OK will submit the bid in the platform while the button Cancel will cancel the operation Windows Internet Explorer Do you wish bo place this bid Cost of training Year 2 1110 Cost of consulting Year 2 12230 Cost of training Year 1 1110 Cosk S of training Year 0 1110 Cost of consulting Year 1 1230 Cost of consulting Year 0 1230 Number of departments participating in the project 9 Number of consultants working on the project 5 Figure 117 The platform prompts the user to confirm his bid If the bid is valid an acceptance message will be displayed Figure 118 The acceptance message contains the unique Bid Receipt Id and the unique Bid Hash Windows Internet Explorer Your Bid Has Been Accepted Bid Receipt Id 000000077 Bid Hash 43ebcboc87h4eb7 a8cOser6436ch6abas 10577105 Figure 118 Bid has been accepted If the bid i
33. Corrigenda Clarifications while there are also notifications for informing associated users about approaching important dates of the CfT Please select a type of assocation for this CT If you select options 1 or 2 below you will be able to individually manage the list of users of your organisation with the fT through the new Manage associations tab in the CfT workspace If you select option 3 these options will appear in your next CFT document download Type of association S22 E gt E gt Ey EaEyx R E gt ERRRE gt R gt RR IXy I _LLxzxzxQx a2E2wwwa aSS254 1 Associate all users of my EQ with this CfT O 2 Associate only myself with this CFT 3 Do not associate any user from my EO with this CfT Figure 48 Expression of Interest association of users 01 11 2009 Manual for Economic Operator Users Page 44 from 106 e Sourcing 9 User notifications In order to associate and disassociate the users of the EO organisation from receiving notifications for the particular CfT the user needs to select the option Automated Notifications from the CfT Menu Figure 49 In addition the user can also specify the timing of the various alters of the particular CfT by selecting the option Specify Alerts from the CfT Menu Figure 49 Hide fT Menu View CFT CFT documents Tenders Automated notifications Specify Alerts Figure 49 CfT Menu options Automated notifications and Specify alerts 9
34. E SOURCING SERVICES ECONOMIC OPERATOR USER MANUAL VERSION 1 0 EUROPEAN DYNAMICS S A KIK vie Zc i EUROPEA y Dy NAMICS e Sourcing Prepared by EUROPEAN DYNAMICS 209 Kifissias Avenue Marousi 15 124 Greece Modification history 20 01 09 EUROPEAN Document creation DYNAMICS 01 10 09 12 EUROPEAN Document updates DYNAMICS 01 11 09 1 3 EUROPEAN Document updates DYNAMICS 23 11 09 1 5 EUROPEAN Documents updates DYNAMICS 10 09 2010 1 7 EUROPEAN Documents updates DYNAMICS 01 11 2009 Manual for Economic Operator Users Page 2 from 106 e Sourcing Table of Contents Tipico COC assoc acca ccc E E E 3 1 OS WOO srpen 9 2 General Punchona iy asia ces steps coscesca savers tase tesuscesceeca ceteieesccesecasceeutie ceerecnsesvemersevees 12 21i NAGO MCPal SASS gpaideliNesSacisisan 12 2 2 The CfT Menu EU Ct OT ANY asics cesssccosscesencavcevcsastasceseevescterseasseceavaastocusiecees 13 De Ma a ica rata access tea ae senses ete estateqeec te essecatencvete ees deanteaseene eatesgeecsiase 14 2 3 1 LOCE CUO pee mene E eer ee eet rer 15 29 2 EAC EO i E E eee O 16 24 NOS tir inthe plat orni sisson re E a Eirias 16 2 5 Login to the platform for the first time oeoseosoossoosoessosssessosssessossos 17 26 LOSOUt rom the plati orii ssp a aa 19 Deke Password FOCOV CL Y sann E E 19 2 8 Maintenance of user s profile ccscscsscscsscssssscsssscsssessscssesssessssasessesses 21 Reg
35. EE 80 Pure oi aon o a eE ene E EEE E 81 Figure 95 Only one tender is allowed to De submitted seciacenccstsstnvdncsisovessonvadesestoyoxetneterdsuseevcspuuesuarsesoenervestinet 82 01 11 2009 Manual for Economic Operator Users Page 6 from 106 e Sourcing Figure 90 CIT Meng option Feedback sieririiirriisorianieiiidni titinda enne E REEE EEE EE EREE ETE ENNEA 83 Pouco Craton or a eed Dae POC epaia nn Ee RN a N E A RN 83 Figure 98 Feedback cent successfully roirahe ee e N AEA ENAERE ONAE EAEE 84 Pear o9 PCG AI ADS WE eea E E ue atenat 84 Figure 100 Response to a feedback question eseeseeseseesssissrersreresresrsrestrststesrststsstesrsttsteststtstssestssisrestserereseeees 85 Figure 101 Respond to an e Auction invitation essessesseeseeseesesrreresrrsrtsrrstesrestsstsstsstssrssentessenrentenresreseesresresteee 86 Figure 102 Accept an invitation to participate in an e Auction event eseseseesrereerrrrererrerrrsrrerrrrersrrsrersreses 86 Figure 103 e Auction invitation acceptance results accepted invitation e eeeeeeeeseereereererrerrerrrrrrrrrerrerresns 87 Figure 104 Decline an invitation to participate in the e Auction event esssseseseeseereresrresrrserrrsresserresresress 87 Figure 105 e Auction invitation acceptance results declined invitation eee eeseeeseceseeeseeeeeeseeeeeeeees 87 MeO ie LOG CT Menu OPU CAUCUS aerisire a oe open euantoetegeess 88 Picture 107 Listof cAuchons related to he CiT gig cccesssseecneine scans oi
36. Event Figure 104 Accept an invitation to participate in an e Auction event 01 11 2009 Manual for Economic Operator Users Page 86 from 106 e Sourcing e Auction Invitation Acceptance Results CFT Procurement of health IT services Show CFT Menu e Auction 4994 Organisation Name European Dynamics e Auction Invitation Status Result of e Auction Invitation Your Organisation Has Accepted the e Auction Invitation Enter e 4uction Room Figure 105 e Auction invitation acceptance results accepted invitation Accept Decline e Auction Invitation CFT Procurement of health IT services Show CHT Menu e Auction 4994 Answer e 4uction Invitation I Accept To Participate In The e 4uction Event a I Decline To Participate In The e Auction Event Figure 106 Decline an invitation to participate in the e Auction event e Auction Invitation Acceptance Results CFT Procurement of health IT services Show CFT Menu e Auction 4994 Organisation Name Capricorn Software Development e Auction Invitation Status Your Organisation Has Declined the e 4uction Invitation Or The e 4uction Has Finished Or You do not Have The Rights to Access the 4uction Result of e 4uction Invitation Figure 107 e Auction invitation acceptance results declined invitation In order to participate in the auction event the user needs to enter the e Auction room This functionality is accessible from the e Auctions opti
37. Manual for Economic Operator Users Page 102 from 106 e Sourcing Contract Award My user role for this CFT is EOASSOC CFT Procurement of Health Information Systems Show CPT Menu Accept Reject Contract Award Do you accept the contract award Accept Decline If the award is declined please provide a reason The reasons are Figure 135 Decline contract award 01 11 2009 Manual for Economic Operator Users Page 103 from 106 e Sourcing 15 Additional Functionality 15 1 Inserting Common Procurement Vocabulary Codes CPV In order to insert a Common Procurement Vocabulary CPV code the platform Se a code selector functionality accessible when the user selects the search icon Pz l next to the field CPY Codes of interest T Figure 136 CPV codes field In the CPV code selection window the following functionality is provided 1 Select a CPV code from the main CPV window e A detailed presentation of all codes in the tree hierarchy is enabled by using the and Hl signs Figure 137 22000000 Printed matter and related products 22100000 Printed books brochures and leaflets 22200000 Mew spapers journals periodicals and magazines 22300000 Postcards greeting cards and other printed matter Figure 137 Hierarchical structure of CPV codes e Double clicking on a CPV code adds it to the list of the selected items All selected codes are included in the selected items window Functionali
38. Note The successful tender submission necessitates the execution of both steps Otherwise the tender is not considered submitted in the system 1 Upload of the Digital Print The first step mentioned above is to upload the tender digital print In this case the user selects the button Upload D P of tender package Figure 85 In the new window Figure 92 the user selects the Browse functionality to locate the digital print of the tender package Figure 93 The digital print is created during the Pack operation which is performed at the end of the creation of the tender section 11 3 13 Pack the tender 01 11 2009 Manual for Economic Operator Users Page 77 from 106 e Sourcing Upload new Digital Print CFT Procurement of Hospital Information Systems Show Cf Menu Locate the digital print to upload 0 Tender package name Figure 92 Upload new Digital Print The name of the generated digital print file contains the words DIGITAL_PRINT which are appended at the end of the filename Figure 93 File Upload Look ir gt Stored tenders European Dynamics offer EG O European Dynamics offer _2 My Recent European Dynamics offer Documents European Dynamics offer _2 European Dynamics offer 2 DIGITSL PRINT 3i EJ European Dynamics offer_2 TENDER E European Dynamics offer DIGITAL PRINT EJ European Dynamics offer TENDER My Documents My Computer File name
39. Q Figure 14 Confirmation of the user agreement 2 6 Logout from the platform The user can exit the e Sourcing services by selecting the Logout functionality Log in Logged in as George McCann CAPC National Health Service Last login on 097 0772009 15 38 44 Figure 15 Logout functionality 2 Password recovery The user can recover his password from the Forgot your password functionality Figure 7 available from the home page To trigger the password reset functionality the system requires the user to provide his her username in the following screen 01 11 2009 Manual for Economic Operator Users Page 19 from 106 Log in 4 Forgot your password U Username j Insert your User name and instructions will be sent to your email provided to the system Username dper Forgot your password Password Fields with asterisk are mandatory Register as Economic Operator Figure 16 The user inserts his username If the provided username is valid the system sends an email to the associated address containing a transaction number and a unique generated access link UE e Sourcing Platform Password reset instructions Hew password for user dper with full name Dimitrios Ferperidis Go to the following link and insert new password with transaction number You can access the new password section through the following link http pe eurodyn com 7003 epps prepareResetP
40. Within the financial envelope each year will be r vear displayed separately g Collapsed The section is collapsed p Expanded The section is expanded ee Indication of successful validation The criterion has been successfully validated 01 11 2009 Manual for Economic Operator Users Page 59 from 106 e Sourcing Indication of unsuccessful validation The validation of the criterion has failed e Navigate in the parent section Expand a section of the tender Y CFT Procurement of Hospital Information Systems weeusr 00 Sj Tender Fe Sectiot B A Technical r 2 EA Section Description of the provided functionality Sal Financial Eny al Eligibility Crit Relevant document Humber of surgical IT instruments supported by the system Minimum 50 Maximum 500 Step 1 Relevant Tees OO O Attach file of Manuals of the proposed solution Attach File Max size 10 MEB Ag 4 ioe gt Completed Criterions 9 10 Back to My Tenders Figure 63 Tender preparation tool technical envelope 11 3 1 Completing the eligibility criteria and the technical envelope The e Sourcing platform supports the following types of criteria e Text Field e Number e File e List e Date e Date Period A description of how to complete criteria of the above types is given in the next sections 11 3 2 Criterion Type Text Field For the criteria of this type
41. a a ra a a a a a r a s a a a a a a r s a aa a a a a a a r a a a a r a a a IMFORTANT All actions within the Sourcing Platform will be recorded for auditing purposes THis email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed If you have received this email in error please notify the system manager This message contains confidential information and is intended only for the individual named If you are not the named addressee you should not disseminate distribute or copy this e mail If you have received this e mail by mistake delete this e mail from your system If you are not the intended recipient you are notified that disclosing copying distributing or taking any action in reliance on the contents of this information is strictly prohibited Please do not reply to this mail ee ar a a a a a a a a a a a a a a a r a r a s a a aa a a r a a a a a a a a a r a a a a r a a a Figure 12 Confirmation email received during registration The email contains the username and the transaction number 2 After providing his user credentials the user is requested to provide the transaction number received during the registration Log in Transaction Number Logged in as Dimitrios Drakopoulos Identification Number EO Admin IntraMedical Please enter the transaction number 1862773062 you received by e mail Log out y Information F
42. age 97 from 106 e Sourcing Auction Status The e 4uction State is The e Auction is suspended until 2009 09 21 15 07 12 Auction currency GBP General event instructions e PPS Brochure pdf Enter e Auction Room Figure 126 e Auction is suspended 13 5 Preview of a completed e Auction At the end of each e Auction round the platform will present the details regarding the bidding activities of the Economic Operator for example Best Overall Bid Per Round Figure 127 provides an example CFT Procurement of health IT services Show CFT Menu MessageBoard Of e Auction 4994 e Auction Status User 1238 E0 The e 4uction State is Next Round number 2 will start at 2009 09 21 15 18 29 Messages PO 1i224 Hello the 4uction event i GBP Auction currency eee en ee General event instructions e PPS Brochure pdf Best Overall Bid Per Round Post 4 new message Best Bid Value Maximum characters 500 You Have S00 Left Send Message Round Number Figure 127 End of round information 01 11 2009 Manual for Economic Operator Users Page 98 from 106 e Sourcing At the end of the e Auction the platform will notify the Economic Operator that the event has terminated Figure 128 Windows Internet Explorer A e uction Finalized vou can proceed to results Figure 128 End of the e Auction event In order to view the bidding results the user needs to select the bu
43. al 5056 2 2009 09 21 15 19 04 96 55 1 2059 2 2009 09 21 15 21 31 30 537 1 Round Ranking History Round Number Ranking After Round al 1 2 1 Final Ranking 1 e Auction Charts Figure 130 Bid information 01 11 2009 Manual for Economic Operator Users Page 100 from 106 01 11 2009 e Sourcing Rank Latest Bid 180 000 L 160 000 140 000 120 000 100 000 50 000 60 000 40 000 20 000 Latest Bid For EO 1 Round Number Figure 131 Latest Bid for EO Rank Per Round For EO 1 Round Number Figure 132 Rank Per Round for EO Manual for Economic Operator Users Page 101 from 106 e Sourcing 14 Contract Awarding If the Economic Operator is awarded the contract the task Reply to contract award will appear in the user s task list Figure 133 Task List My Tasks E Reply to contract award rocurement of Hospital Information Systems Reply to contract awar Figure 133 Reply to contract award task The user has the option to accept or decline the award Figure 134 In case the award is declined a mandatory reason must be provided in the available text area Figure 135 Contract Award My user role for this CFT is EDASSOC CFT Procurement of Health Information Systems Show CH Menu Accept Reject Contract Award Do you accept the contract award i Accept O Decline If the award is declined please provide a reason Figure 134 Accept contract award 01 11 2009
44. assword do username dper num tkxzutwadd Your registration transaction number if 1035316014 TTT TTT TTT TTA TTT IMPORTANT All actions within the Sourcing Platform will be recorded for auditing purposes THis email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed If you have received this email in error please notify the system manager This message contains confidential information and is intended only for the individual named If you are not the named addressee you should not disseminate distribute or copy this e mail If you have received this e mail by mistake delete this e mail from your system If you are not the intended recipient you are notified that disclosing copying distributing or taking any action in reliance on the contents of this information is strictly prohibited Please do not reply to this mail ee ee a a a a a a a Figure 17 The system sends an email containing a registration transaction number as well as a unique access link In order to reset the password the user accesses the displayed link and provides the new password as well as the received transaction number 01 11 2009 Manual for Economic Operator Users Page 20 from 106 e Sourcing Reset password Password ALLEEL Strang Re enter Password eeeeenae Passwords match Please enter the transaction number 1030316014 wou received by e mail
45. ation and awarding phase 11 3 16 Edit the tender return In order to edit a tender return the user selects the particular tender and then selects the button Edit Figure 85 The button Remove is used to remove the selected tender from the list Tenders returns prepared using the offline preparation tool are manually edited by opening the saved tender editing it and finally saving it 01 11 2009 Manual for Economic Operator Users Page 72 from 106 e Sourcing Y CFT Procurement of Hospital Information Systems Show CPT Menu Create a Tender online Me e ea aa E a Download the Tender structure Download the preparation tool List of draft Tenders created online me kia Created by Creation date Last edited 1 Dimitrios Perperidis 2009 10 15 11 47 40 2009 10 13 11 47 40 2 Dimitrios Perperidis 2009 10 13 11 40 21 2009 00 ba 11 40 21 Remove List of submitted Tenders created online offline Submitted Name TZP TZP Received receipt ID submission receipt submission on Time ID time Upload O P of tender package Upload tender package Remove All items submitted Hash match Additional items will be needed Missing items Hash mismatchLate Submission Figure 85 Tender creation and submission page 11 4 Upload the tender return in the platform The e PPS platform supports the following submission types these are displayed to the user within the CfT details pa
46. be the Digital print This file is a digital signature of the Tender Package used to assure the integrity of the Tender Package 01 11 2009 Manual for Economic Operator Users Page 67 from 106 e Sourcing If the tender return is modified after the packing was performed whether for One phase or Iwo phase submission a new packing will be necessary to include the latest changes made Please note that the packaged file tender package created through the above steps is encrypted Therefore the user is being displayed an incorrect file format message when attempting to open this zip file using winzip etc Due to the above for a last check before submitting the tender file packaged within the tender preparation tool the supplier should use the functionality View tender PDF The generated files are stored locally in the same location with the tender structure The system will inform the user regarding the successful completion of the tender packing Figure 79 CFT Procurement of Hospital Information Systems BHEaBaSss 00 E Tender gj Technical Envelope gy Section Section 1 i GA Financial Envelope ol Year Year 3 Year 2 S E Eligibility Criteria ig Section section 1 GA Section section 2 Tender ender validated successfully Packing succesful 1 Packing succesful a i gt Figure 79 Packing of the tender 11 3 14 The
47. ber CFT Unique ID Evaluation Mechanism Description Procurement Type Procedure CFT Involves CPY Codes Inclusion of 4uctions NUTS codes Estimated value S4bove or Below threshold Time limit for receipt of tenders or requests to participate Deadline for dispatching invitations Request for clarifications from to Tenders Opening Date One phased submission or two phased submission Allow Late Responses Contract awarded in Lats EU funding Multiple tenders will be accepted Date of Publication Invitation TED links for published notices Date of Awarding i5r i4 National Health Service Procurement of Hospital Information Systems 2009 123557 76 10 MEAT Procurement of Hospital Information Systems Supplies Open Public Contract 48322000 Graphics software package Mo Above 30 10 2009 00 00 20 10 2009 00 00 29 10 2009 00 00 31 10 2009 00 15 One phase Mo Mo Moa Mo 13 10 2009 11 20 Figure 43 View CfT workspace 01 11 2009 Manual for Economic Operator Users Page 41 from 106 e Sourcing 7 View CfT Documents In order for the user to preview and download all documents associated with the particular CfT ie publication notices being published for this call he needs to select the option CfT documents from the CfT Menu Figure 44 Hide fT Menu Wei TT CfT documents Tenders Automated notifications Specify Alerts F
48. cessful upload of the tender package in the platform 01 11 2009 Manual for Economic Operator Users Page 55 from 106 e Sourcing Hide CTT Menu Welw CET Expression of Interest CTT documents Tenders Automated notifications Specify Alerts Figure 59 CfT Menu option Tenders In the case that the tender is set to One phase submission the following procedure is followed for the creation and submission of tender e The user creates the new tender section 11 4 1 e The user uploads the tender package section 11 4 1 11 2 Creation of a new tender return In order to create a tender return the user selects the button Create a Tender online for the offline line creation of a tender see section 11 3 14 in the main tender preparation page Figure 60 Further information on the different types of submissions can be found on section 11 4 01 11 2009 Manual for Economic Operator Users Page 56 from 106 e Sourcing CFT Procurement of Hospital Information Systems Show CPT Menu Create a Tender online Wis Joie Cownload the Tender structure Download the preparation tool List of draft Tenders created online BE Created by Creation date Last edited 1 Dimitrios Perperidis 2009 10 13 11 47 40 2009 10 13 11 47 40 List of submitted Tenders created online offline Submitted Name DFP Received receipt ID submission receipt ID submission match on Time result
49. ction 3 5 55 Financial Envelope Year 3 2 Year on Year Year Back to My Tenders Figure 77 Successful tender validation 01 11 2009 Manual for Economic Operator Users Page 66 from 106 e Sourcing View Tenders CFT Procurement of Hospital Information Systems BH SaSs e E Tender Tender gt Eligibility Criteria gt Section 1 FA E GA Eligibility Criteria a Section 1 B Lig Technical Envelope ii Section Section 1 al gy Section Section 2 be jg Section Section 3 5 5 Financial Envelope ER Year A Year fm Year Back to My Tenders Figure 78 Tender validation fails 11 3 13 Pack the tender return The packing of the tender return is a mandatory task which has to be performed when no more modifications are expected and prior to the uploading of the tender return in the system In order to pack the contents of a tender return the user selects the K button This action will generate one or more files depending on the type of submission defined for the tender e One phase submission The system will generate the tender return as a single compressed and encrypted file known within the application as the Tender Package e Two phase submission The tender return generated by the system will comprise 2 files One will be the Tender Package mentioned in the above One phase submission section and will contain all answers and files attached The second one will
50. d calendar functionality Figure 71 The user can also attach an optional file to provide further details in his answer 01 11 2009 Manual for Economic Operator Users Page 62 from 106 e Sourcing Proposed end date 09709 2009 gt E Relevant tetau ji Attach File Figure 71 Supplier s view of the criterion of type date 11 3 8 Criterion Type Date Period For the criteria of this type the Economic Operator needs to select a range of two dates From and To In order to select the required dates the user selects the button to expand the provided calendar functionality Figure 72 The user can also attach an optional file to provide further details in his answer Installation day From 2609 2009 gt EECA 25 12 2009 E Relevant fee ed att file Attach File Figure 72 Supplier s view of the criterion of type date period 11 3 9 Supplier read only criteria This choice is enabled for the criteria where the suppliers cannot provide any answer e g scoring of meetings presentations site visits etc The supplier will view the existence of the criterion in the tender but the scoring will be provided directly by the evaluators The supplier will have the following view for the criterion of this type Site Visit Criterion will be filled hy Evaluator Max number of characters 300 4 Figure 73 Supplier s view of the criterion which has been specified as supplier read only 11 3
51. des The user can add new CPV codes by the use of the button The button i is used to delete a selected CPV code For more information about how to use the CPV codes see section 15 1 Inserting Common Procurement Vocabulary Codes CPV After modifying the associated CPV codes Figure 36 the user can select the button Finish to store his changes Edit CPV Codes Edit CP Codes CPM Codes of interest 15000000 Food beverages tobacco and related product iar 19000000 Leather and textile fabrics plastic and rubber Figure 36 Edit CPV codes 01 11 2009 Manual for Economic Operator Users Page 35 from 106 e Sourcing 5 Searching Functionality The e Sourcing platform provides Simple and Advanced search mechanisms Both functionalities allow searching for Call for Tenders CfTs Organisations and Users 5 1 Simple Search The simple search functionality covers searching for available Call for Tenders CfT registered Organisations and registered Users Simple search queries are performed by 1 Selecting the type of searching CfI Organisations and Users from the selection list Mx 2 Providing the full name of the required record or part of it using the wildcard 3 Selecting the button Search The results if any are then presented in a tabular form T pe ieee Calls for Tenders Procurement Search Searching Call For Tender Workspaces
52. e 115 The acceptance message contains the unique Bid Receipt Id and the unique Bid Hash Windows Internet Explorer Your Bid Has Been Accepted Bid Receipt Id 000000076 Bid Hash 43ebcbSc87b4ebrascosel64s6chabbsl4s7Fr i Figure 115 Acceptance message lowest price based auction 01 11 2009 Manual for Economic Operator Users Page 92 from 106 e Sourcing 13 2 2 Placing a bid on a MEAT based auction In this type of events the bidding is performed not only on the associated financial criteria contained within the technical envelope of the tender The platform lists all participating criteria financial and non financial Figure 116 The user provides his bid for all financial i e Cost of Consulting and Cost of Training in Figure 116 and for all non financial criteria Number of Departments participating in the project and Number of consultants working on the project in Figure 116 The user selects the button Submit to submit the bid in the system e Auction Room CFT Procurement of health IT services e Auction Status The e 4uction State is e 4uction Is Running We are on round 1 Auction currency GBP General event instructions e PPS Brochure paf Time Remaining 05 ae Biding Information Previous Score Value 96 53 Current Ranking il Cost of consulting Place Your Offer For Year O 755 Place Your Offer For Year 1 755 Place Your Offer For Year 2 75
53. e sdasenstewnayonesaconontayossoeeersanndesaontvexersanesuonnstues 88 Figure 108 Detailed information regarding the e AUCction EVEN eee eeeeseeseeeseeseesseeseeeaesseeeseeseenaeeneeees 89 Fire 109 C2 UICHOM SEAGIG araen N E 90 Figure 110 e Auction room main information regarding the e AUCtION ce eeseeesseeeeeeeeeeeeseeeesaeeseeees 90 Fiewre I1 bubmita Lowest Pice Did remmenrenmnr re mernn re mer nee Cerrrrrteer tir itrerrtn nce ears ree Cone ETES 91 Figure 112 Confirm submission of bid lowest price based auction 0 0 eee eeeeseeseeeeeeeeeseeseeeenseeseesseeseenes 92 Figure 113 Acceptance message lowest price based auction cess eeseeseeeseceseceseeeseceseceeeseeesseesseeeseeeseeesees 92 PV e a a VE E o e r N P E esa Sos tates san Does N ae we aqeenneiaa E E 93 Figure 115 The platform prompts the user to confirm his bid oo eee eeeeseeeeeeseeeeeeseeeeeseeeeeaeeeeeseeseenes 94 oe E AE a E a E E ov ren eererr ery ere 94 Powe T Bid Nas Weer eC te Cr ce ciorasesereeetscpateasaostoosesssmsnyapsancanceuennde nai ouiseseamtiaeycanmaenersnameniseeompeesea ena 94 Fig re T19 Details of a technical ChECIIOM 4 5 cceseevecesctsnscnase qua eeeunsssanasee in IEN youn dane NESE EET 95 Figure 119 Detailed information regarding automated extensions cc ceeeseeeeeseeseceeeeeeeseeeeeseeeeeseeseenss 95 Figure 170 No automated extension 15 Applied isseansnsouencssnnuesiteansianicdtiouad veruseenecsumcedveeasieustaausteersiuswsseacadevestcowse
54. eT em ere enter eee 12 Figure The CT Mena Collapse erionenn ee E Eeee 13 Figures The CIT Ment expanded seriinin nonnen T ESEA n EOE EE EREE E E E 13 Hipy o Iai CSOT Cie PICE aranna N E A N RRC one me 14 a VAE 0a MC E E E A A O E O 15 Boo e EAE ea a pop cers EE E E EE E O 16 Po rO a E E O 16 a a A E E E E E E E E E E E A E ee 17 arae KAE EE E E EE scree E E E E E A E E A E 17 Figure 12 Confirmation email received during registration The email contains the username and the ANG ONY TOC neirenaa aia E ER E aera 18 Figure 13 The user logins using appropriate username and password and provides the transaction PUDO renr ai tc cc tg ict EE pci a pei cece E E E 18 Figure 14 Comm Maton Ol the user agreement 9 sccostceussssucencasnsenesessexesenessaenonsieayssesusesotsseuerouredecoobdvesersanenuonestati 19 Poure Gba mi AUNa Gute 0121 6 aae nC enr eC ne Ce recnn een ote ernne art nnn nT arene nen tet rer erer ert or re 19 PCS 10 The user inserts Tis S60 A We suini E E EEE 20 Figure 17 The system sends an email containing a registration transaction number as well as a unique EL SS a AA E E EE E A N E T E N 20 PICULE AG IRCSOUIIS De Pass W OFC enin anaa ENEE 21 Nestea Va weal bee ore stg Wisi e cdc ea 0 8 E ee A ene eee eee ene ee eran eee eee er Tee 2l Foure 20 Reeister as Econorne Operati cuseene na S 22 Pic Gre 21 Reeibtatonororgani saio sacra cnincesrnss cee ates A E A OAE 23 Honez As tte CON Ol CUP Visca tess te tase E E ot oecr eee ne 24 FPionre 20 e
55. eaeenas 61 Figure 67 Supplier s view Of the criterion OF type File sissies aaoi 62 Figure 68 Supplier s view of the criterion of type list radio buttons oo ee eeeteeeeecneeeeeeeeeseeeenseeseenee 62 Figure 69 Supplier s view of the criterion of type list check boxes eee eseeeeseeeeeeseeneeeseceeesesseeseeeaeeeas 62 Figure 70 Supplier s view of the criterion of type list combo BOX ee eee eseeeeeeteeeeeeseeseeeseeeeeseeseeeaeeaeenss 62 Figure 71 Suppliers view of the criterion OF ty pe Cate vsivensnseanerinssciinssumnetsuacnsievasinnnesserstaasduanaderutrancatumesannes 63 Figure 72 Supplier s view of the criterion of type date period eeesseesseesssesessresrestsrrsrsrtsresesresrsresresrsresreees 63 Figure 73 Supplier s view of the criterion which has been specified as supplier read only eee 63 Ponet nonae ET ea E E Aa 64 Fig re 75 Financial Criteria over a number of years ssiri siinon EE Era 64 Peo e e al atc e Ab 2 a a ee rear ee eee ener ee ere 65 Figure 77 Successful tender val Cat Ota sissis sco jissceissscatcacaceseatenceossansa conve ceess stone nousdeuveassesvaranienuias tenastesassnnuensacnsee 66 Pe 76 Tender valdaton TIS ppncterseees atop sonspestinastenssaSsuyamgeteseanayeesioaptabinndeneaeeaesinasnaheariod teat anmupNaaies 67 Poewe 77 Pac kne Ore ENIE es ara E A E 68 Figure 80 Download the tender preparation tool e esesseeseeeeeeeresesseesessessesresresrtsresressrsstsstssenstnrensenrenesresresrese 69
56. eld the visual CAPTCHA code displayed by the system on the screen Selecting the Refresh button updates the code Figure 21 Finally the user should select the button Validate and Continue to continue the registration process The next step optional is the association of CPV codes of interest with the organisation Figure 22 The user can associate CPV codes by the use of the button The button E is used to delete a selected CPV code For more information about how to use the CPV codes see section 15 1 Inserting Common Procurement Vocabulary Codes CPV Register CPV Codes Step 7 Register CP Codes CPY Codes of interest 48611000 Database software package iar 46445000 4ccounting software package Cancel Figure 22 Registration of CPV codes In order to continue the user should select the Next button The button Back returns the user to the previous phase Figure 21 At the final phase the user registers the administrator of the Economic Operator EO Admin The following details are mandatory Figure 23 e First Name e Last Name e Username e Password e Email e Country e Preferred language of GUI Furthermore the following details are optional Figure 23 e Address e Postal Code 01 11 2009 Manual for Economic Operator Users Page 24 from 106 e Sourcing e City e Phone number e Mobile number e Fax Register Administrator Step 3 Register EO Admin
57. ender preparation tool e sesesoessoeesosesosesoessosesosssosesosssoessoeesoessoessse 57 01 11 2009 Manual for Economic Operator Users Page 3 from 106 e Sourcing 11 2 1 Completing the eligibility criteria and the technical E A STA ere cree ee rete ee 60 11 2 2 Criterion Type Text Field oe eeseeseceseeseseseeeeeeseeeaeenaes 60 23 Cartio Tipe Te iat ir a n oaleons ea aeen ton oetesesnusnoec 61 124 lt Cnteron Type NUMDE N sasaina aai 61 12a Ceri rn Type 1 Cea ces caren usps oeaap n nE e o 61 TEZO CONT PE Dic Renee ere ener A tse mere r 62 We Zap TOn IAG a E cesar mucseoeas 62 11 2 8 Criterion Type Date Period 0 eeeeeeeseeeneeeeeeeeeeneeeneenaes 63 11 29 Supplier read only CLC tales tases cionscetnidnecpcerertcontarnteesctentdotshocees 63 11 2 10 Completing the financial envelope eee eeeeeeeeeeeeeneeeees 63 11 2 11 Save the tender 1 CRAs yaceseccdvcastsnicsseed pesedcass descesddvivacadsupeatelanienes 64 11 2 12 Validate the tender return eee eeeeeeseeeseeeneeeneeeneeeeeeeeaeeees 65 1213 gfe id gies 16 cia a Un oseni enen 67 11 2 14 The offline tender preparation tool ee eeeeseeeseeeeeeeeeeees 68 11 2 15 Creating a tender for multiple Lots oe eee eee eeeeeneeeees 71 dig Ai orm Pdittheicnder reti sicn eeeanrny eemree mee ere reser eres 72 11 3 Upload the tender return in the platform esesesosesoeesoeesoessoessoessoessoe 73 Ual WOME Phase submis SOL acer creeper eee 74 11 3 2 Tw
58. ers Page 38 from 106 e Sourcing Advanced search Search for O crr O Organisation User User s type of organisation Economic Operator Contracting Authority ae mee e George Mctlann 1 results in total Displaying 1 1 Page 1 of 1 Ea Ey Ee Figure 40 Advanced search for Contracting Authority users Advanced search Search for crr O Organisation User User s type of organisation Economic Operator Contracting S4uthority c Dimitrios Ferperidis 1 results in total Displaying 1 1 Fage 1 of 1 Figure 41 Advanced search for user of the Economic Operator 01 11 2009 Manual for Economic Operator Users Page 39 from 106 e Sourcing 6 View CfT Workspace In order for the user to preview the details of the call for tender CfT he needs to select the option View CfT from the CfT Menu Figure 42 Hide CTT Menu iv E In ie fT CfT documents Tenders Automated notifications Specify Alerts Figure 42 CfT Menu option View CfT The platform will display all details Figure 43 of the particular CfT e g Title Procurement Type information regarding associated deadlines etc 01 11 2009 Manual for Economic Operator Users Page 40 from 106 e Sourcing View CIT Workspace CFT Procurement of Hospital Information Systems Show CT Menu Tender submission deadline in dayshours Name of Contracting Authority Tithe C4 Unigue CfT Num
59. g platform The fundamental sections of the main page are further described in the following 2 3 1 Login Section Username Password Forgot your password Forgot password gt Register as Economic Operator Registration of economic operator Figure 7 Login panel In this section the system provides a functionality to enable all users Contracting Authority Economic Operators and Administrators to login in the system providing that they use the correct credentials username and password Furthermore a functionality to recover the user s password is included Finally functionality for the registration of Economic Operators within the system is provided 01 11 2009 Manual for Economic Operator Users Page 15 from 106 e Sourcing 2 3 2 Search Section Figure 8 Search panel The users can access this section to search for Call for Tenders Organisations and users Advanced searching functionality by selecting the button P45 is also provided Figure 8 2 4 Login in the platform All users of the e Sourcing module should have an appropriate user name and password In order for a user to login in the system he must provide his credentials in the login section of the main page Homepage About FAQ Help Contact e Sourcing Welcome to e Sourcing Username dper e PPS e Sourcing is a secure and interoperable web based application which constitute
60. ganisation has not been validated yet by an SA Please contant your EO Admin and ask him to send the reguired papers as fast as possible so registration can continue Figure 25 Pending validation by the System Administration If this warning message occurs please contact the System Administrator in order to activate the organisation account 01 11 2009 Manual for Economic Operator Users Page 26 from 106 e Sourcing 4 Economic Operator Management The Users with a role of Economic Operator Organisation Administrator can perform the following activities for the management of their organisation e Edit organisation details e View the users registered within the organisation of the Economic Operator e Add new users in the organisation of the Economic Operator e Edit user s details This management functionality is provided through the EO Management option of the EO Administration menu EQ administration gt EQ management gt User management b My CfTs Manual Notification Figure 26 EO administration menu 01 11 2009 Manual for Economic Operator Users Page 27 from 106 e Sourcing View Organisation Edit Organisation Edit CPv Codes Add User Organisation Name European Dynamics Company Registraton Number Unique ID VAT number 4565757 Issuer of unique ID Inland Revenue Unique ID Issuer Country Greece Address Postal Code City Country United Kingdom Email e
61. ge Figure 86 e One phase submission This type of submission requires from the Economic Operator to upload only the tender package e Two phase submission This type of submission requires from the Economic Operator to upload first the digital print and then the tender package The required submission type is defined by the Contracting Authority on the tender specifications The tender preparation tool will analyse these specifications and create automatically during the Pack operation explained on section 11 3 13 the required files one or two for each Call for Tender 3 The tender package is the archive the name of the archive contains _TENDER at the end see Figure 91 which has been created during the Pack operation section 11 3 13 Pack the tender 01 11 2009 Manual for Economic Operator Users Page 73 from 106 e Sourcing The following symbols are displayed in the page Figure 85 Fa Additional items will be required All items submitted Hash match On time submission Missing items Hash Mismatch Late submission Request for clarifications from to 10 05 2010 14 00 04 06 2010 00 00 Upload of documents within the clarifications Mo Tenders Opening Date One phased submission or two phased submission Mo Allow suppliers to make an online Expression Of Interest Yes Contract awarded in Lots Yes Figure 86 CfT details page shows the submission type 11 4 1 One phase submissio
62. igation buttons a First Page Ey Last Page s Previous Page e Next Page The following buttons are also widely used within e Sourcing E Calendar Button Selecting this button opens a calendar enabling the I user to select a date Search Button Selecting this button opens a searching window enabling the user to search for various codes e g CPV and NUTS codes al Clear Button This button clears the selection of the user 01 11 2009 Manual for Economic Operator Users Page 12 from 106 e Sourcing 2 2 The CfT Menu functionality During the creation editing and uploading of a Call for Tender CfT the CfT Menu displays all functionalities available to the user The CfT Menu is collapsed by default CFT Procurement of Hospital Information Systems Show CPT Menu Figure 4 The CfT Menu collapsed If the user selects the Show CfT Menu button the CfT menu will be expanded to show all available functionalities The user can select any of the provided functionalities Hide CTT Menu wiew CFT CTT documents Clarifications Tenders e Auctions Feedback Automated notifications Specify Alerts Figure 5 The CfT Menu expanded The CfT Menu will collapse by selecting on Hide CfT Menu button Figure 4 01 11 2009 Manual for Economic Operator Users Page 13 from 106 e Sourcing 2 3 Main Page Homepage Aba LA elp Contact Searching functionality e Sourcing Log in Welcome
63. igure 13 The user logins using appropriate username and password and provides the transaction number 3 Finally the user is prompted to read and accept the following System User Agreement 01 11 2009 Manual for Economic Operator Users Page 18 from 106 e Sourcing Log in 4 Accept agreement Logged in as A l at ae feet Pee Do not proceed if you are not an Authorised User of the eSourcing application This is a private application and is Dimitrios Drakopoulos protected by appropriate security measures Access to and use of this application is restricted to Authorised Users EO Admin IntraMedical only Any attempt to use this application in a manner not authorised or any attempt to alter destroy or damage any we ENE Information contained within it may constitute a breach of the provisions of the Computer Misuse Act 1990 and or other legislation and shall leave the user liable to both criminal and civil proceedings It is strictly forbidden to attempt to access this application using any third party s logon identity All Authorised Users Information must accept and comply with defined policies and procedures Anyone using this application consents to active monitoring by the ED System Administrators EE E _ _ Eo News Public procurement legislation 9 Electronic public procurement v Statistics Relevant links Interactive walkthroughs Accept Reject FA
64. igure 44 CfT Menu option CfT documents The platform displays all notices and contract documents which are associated with the CfT The tab Notices Figure 45 contains a list of all notices in the CfT The list provides the type of the notice the date when the notice was uploaded in the system the status of the notice and the redirection URL towards this notice on the OJEU site after the official publication of the notice on OPOCE is confirmed In order for the user to download a notice he needs to select the relevant link in the column Type Figure 45 Notice amp Contract Documents CFT Procurement of Hospital Information Systems Show CPT Menu Notices on Contract Documents Contract Notice 13 10 2009 11 20 16 Published Not 4vailable 1 results in total Displaying 1 1 Page 1 of 1 Figure 45 Contract Notices The tab Contract Documents lists all documents which are associated with the CfT Figure 46 In order for the user to download a document he needs to select the relevant link from the column File 01 11 2009 Manual for Economic Operator Users Page 42 from 106 e Sourcing Notice amp Contract Documents CFT Procurement of Hospital Information Systems Show CT Menu Contract Document List Notices Getin Biete leat a MA Term of References TOR doc MA Tender Structure SML Cycle 1 c4t 6753 1 xml z results in total Displaying 1 2 Page 1 of 1 Download zip file
65. ilable for the user when previewing the detailed information of the e Auction event Figure 110 The following information fields are available to the user Figure 121 e Maximum number of automated extensions e Duration of each extension round e Time before the end of e Auction when extension is possible Enable Automated Extensions Wes Maximum Number Of Automated Extensions 10 Duration Of Extention Time before the end of e 4uction when extension is possible Figure 121 Detailed information regarding automated extensions 01 11 2009 Manual for Economic Operator Users Page 95 from 106 e Sourcing During the bidding process the user previews if an extension has been applied Figure 116 and Figure 115 At the bottom of the page the message No Extension Applied is displayed when an extension has not be applied Figure 122 Mo Extension 4ppled Figure 122 No automated extension is applied When an extension is applied the platform displays the extension number and end time and date of the extension Figure 123 Extension Number 1 Round End Date 2009 09 25 11 25 00 Figure 123 Automated Extension is applied 13 3 Message Board The e Auction module provides a message board functionality for the prompt communication between Economic Operators and the administrator of the e Auction Figure 124 MessageBoard Of e Auction 4994 224 Hello the e Auction tts about to start Post a mew messag
66. imitrios Last Name Perperidis Username dper Email eppsl delos euradyn com Address Postal Code iti Country United Kingdom Phone Number Mobile phone Fax Language English Confirm Cance Edit 4ccount Figure 88 Confirm account details After confirming the validity of the user account details the user is prompted to accept the user agreement policy for this CfT Figure 89 In order to accept the agreement the user needs to select the button Accept Accept Agreement for this Cft Do not proceed if you are not an Authorised User of the eSourcing application This is a private application and is protected by appropriate security measures Access to and use of this application is restricted to Authorised Users only Any attempt to use this application in a manner not authorised or any attempt to alter destroy or damage any Information contained within tt may constitute a breach of the provisions of the Computer Misuse Act 1990 andor other legislation and shall leave the user liable to both criminal and civil proceedings It is strictly forbidden to attempt to access this application using any third party s logon identity All Authorised Users must accept and comply with defined policies and procedures Anyone using this application consents to active monitoring by the ED System Administrators Accept Reject Figure 89 Accept agreement for this CfT 01 11 2009 Manual for Economic Operator Users Page 54 from 1
67. ion on fundamental procurement aspects allowing economic operators to carry out efficiently their procurement activities Register as Economic Operator If the user provides incorrect credentials either user name or password an error message will be displayed 01 11 2009 Manual for Economic Operator Users Page 16 from 106 Homepage About FAQ Help Contact q4 Welcome to e Sourcing Username dper An error has occured Password escece s Unsuccesful login you have a maximum of 3 tries Forgot your password e PPS e Sourcing is a secure and interoperable web based application which constitutes a total solution Register as Economic for the implementation of electronic procedures in Operator conducting public procurement competitions The system is compliant with the provisions of the European Law of public procurement Amongst its provisions it supports the procurement of contracts through one off and repetitive procedures The system is managed by European Dynamics S Information Figure 10 Wrong credentials If the user provides an incorrect password for a username more than 3 times the user account will automatically get de activated In this case the user should contact the System Administrator to re activate the account Homepage About FAQ Help Contact e Sourcing search Select E E Welcome to e Sourcing Username dper E An error has occured Passw
68. istration of Economic Operator so scoesoeecoesssecoesosecsecoesosecossosecosessssssess 22 4 Economic Operator Management eeesseeesseosessoesseeessocsssocessocessossssosessesssoesssoesssee 27 Al Edit rganisation details uspenn i aa aee 28 4 2 View the users belonging to the Economic Operator sssseeseees 31 4 3 Insert new user in the organisation of the Economic Operatot 31 AA Edit users details senpsra nien cusses 33 A EdC EV 000 tne eer mr ee ene eee ere eee eee eee 34 5 CAUCUS PCC LO AA Y sorsien 36 51 Simple Searchers enasi A E NEEN S 36 5 2 Advanced search eeseeesessoesseesocssessossoessessoessessoessessoessessoessessoessossoessossos 36 6 View CIT VV OES aC Cocca acerca csc cca cee S 40 7 VIEW CIT Borer re oi bh acy orca a ne eernne eran Senet eer eee eee ee 42 8 Expression of Miterese Tor a CI Topera dae eeaevarie 44 9 User VO NC ALOT Sec seo rs ccs ce E gene cae sence ees ps bccseseesae E eee 45 9 1 1 Automated notifications cceecesccesseceseceseeceeeeeeeeeaeeeseeeeaees 45 9 1 2 TCS erne E EE ERE E E eae ER 46 wW Ca ce 1 ONS eserine E E E S 48 WOMAN Createaclarification reqgUeStesseciircecsssioiina ioiii 48 10 1 2 View a clarification response essesseesesseeseesseserssrssrsseeseeseeses 49 TT Creation OF atender FOU EN signs E EESE EEE i 52 11 1 Creation of a new tender return cccsscsescrssoscsessescasssonsserseseesssoarsenees 56 11 2 The t
69. l Print matches the submitted Tender package e Received on time A check whether the tender submission has been received on time At this stage only the information regarding the submission of the digital print is available in the list Furthermore the status of the submission contains the symbol A indicating that additional items i e the tender package are required in order to finalise the tender submission process 01 11 2009 Manual for Economic Operator Users Page 79 from 106 a The Digital Print file was successfully uploaded and an e mail was sent to your mail The Digital Print Receipt ID is CFT Procurement of Hospital Information Systems Show CP Menu EA Cownload the Tender structure f Download the preparation tool List of draft Tenders created online em ka Created by Creation date Last edited i Dimitrios Perperidis 2009 07 16 10 33 46 2009 07 16 10 35 46 Remove List of submitted Tenders created online offline Submitted Name DSP DSP TZP TP Status D P Received receipt ID submission receipt submission match on Time time ID time result C 1 Dimitrios European 000000026 16 07 2009 Fa Perperidis Dynamics 10 43 15 Tender Upload D P of tender package ackage Remove All ttems submitted Hash match Fa Additional iteras will be needed Missing items Hash mismatchrLate Submission Figure 95 The Digital Print is uploaded 2 Upload of the Tender package
70. les raono FEI ole ly amen eter eater ttn anette E earn rey 25 Figure 24 Confirmation of successful registration of the Economic Operator eseseeeseeeeeeeeeeeeeeees 25 Figure 25 Pending validation by the System Administration nc s2rcsis neuen vesnssaeraonspeeasionseineiudensmnesianiaateges 26 Peure 20 EOadministaton MENU sisisi O E 27 Figure 277 EO Management MinchOma Wty sssisisiiiirmiiiii ia i i iE 28 Figure 28 Editing Economic Operators detailS essssicsssiiesrisiisririsiesiieiaiseieeri iaraa 29 Figure 29 Organisation details were successfully updated seseeeeeeseseeeeessesrsreresrsrsrrsrsrsresrsrrrrsrnrrresrnrrsrsrsrees 30 Figure 30 Display of users belonging to the Economic Operator e eesseessseesesrsresreresresesresrsrtsresrsresreseeresrse 31 Figure 31 nserita new user m the OPS AISA serpinisetriiein idiei ioeina vaniddeaptunesbsuaeteasheiadanbues 32 Figure 32 The account of the newly inserted user is de activated 00 eee ceseeeeeseeseeseeseeseseeseseeeeseeaees 32 Fig re Oo The account ofthe new user 1s ACI Vale Os escsuscsanset trvsaseusssterse ton anesnenee tersuassusemnaredessomeuvesuememsancencss 33 FETT ET Se a lepa cee perspec A E E N N cee ey em cena E T ceualp eter 34 Figure oo SO VCO mariin asc sxnsoas nen wees N TERESE EAE PESEE SEENE E 35 P E TA OEE A ee re 35 Fontres gimplesearch tor Calltor Tenders eniscrnnri un nny ane nrE Onn orn mre Tee mera ier eer ere 36 Figu re 36 Advanced s arch for a Call for Mei ers cscicen ce
71. loads the tender package 11 4 2 11 1 1 One phase submission In order to submit the packaged tender response the user needs to select the button Upload Tender Package Figure 87 Further information on the different types of submissions can be found on section 11 4 01 11 2009 Manual for Economic Operator Users Page 52 from 106 e Sourcing Pracurement of Hospital Informathan Systems Create a Tender online reate aTi r off Download the Tender structure Download the preparation tool List of draft Tenders created online pg Created by Creation date Last edited O 1 Dimitrios Parpernds 2009 07 16 10 33 48 SOO SOs 16 10 Jaah List of submitted Tenders created online offline Submitted DP D P TiP TP D P Received By receipt ID submission receipt submission match n Time timme ID time result Lil bd berecder pack 4g6 All tems submmutted Hash match Additonal tems will be needed Missing tems Hash mismaetch Late Submission Figure 87 Upload tender package The system prompts the user to confirm that his account details are correct Figure 88 The user selects the button Confirm to confirm the validity of his account details selecting the button Edit Account enables the user to edit his account details 01 11 2009 Manual for Economic Operator Users Page 53 from 106 e Sourcing View Account Authority European Dynamics Account Role EO Admin First Name D
72. mated extensions oF ey Maximum number of automated extensions 7 Duration of each extension 01 11 2009 Manual for Economic Operator Users Page 89 from 106 e Sourcing 8 The time period before the end of the event by which if a bid is received an extension will be triggered 9 Scheduled date of the e Auction 10 Currency of the e Auction 11 Selected bid visibility 13 2 Submission of an offer Access to the e Auction room will be enabled only at the commencement date and time specified for the event The user needs to select the button Enter e Auction Room to access the e Auction room e Auction Status The e amp 4uction State is e Guction will start at 2009 09 21 13 00 00 Auction currency GBP Enter e Guction Room Figure 111 e Auction status The e Auction room provides all functionality for placing a bid for events containing only financial criteria i e the evaluation mechanism is specified as being Lowest Price or combination of financial and criteria specified in the technical envelope i e the evaluation mechanism is specified as being MEAT In both cases the user can visualise the following information at the top of the page Figure 112 e The e Auction state status round etc e The e Auction currency e General instructions regarding the event in order to download the instructions the user needs to select the associated link e Remaining time until the end of the e Auction r
73. n In order to submit the packaged tender response the user needs to select the button Upload Tender Package Figure 87 Procurement of Hospital Information Systema Create a Tender online eens Download the Tender structure Download the preparation tool List of draft Tenders created online Bo Created by creation date Last edited O 1 Dimitrios Perperidis OOS 07 16 10 33 4 eOos O7 16 10 3 List of submitted Tenders created online offline Submitted Name JP i P Sta D P Received submission match on Time time result ree ali nage All terns subrratted Hash match Addrhheanal tems will be needed Missing temse Hash mutmaeten Late Submission Figure 87 Upload tender package 01 11 2009 Manual for Economic Operator Users Page 74 from 106 e Sourcing The system prompts the user to confirm that his account details are correct Figure 88 The user selects the button Confirm to confirm the validity of his account details selecting the button Edit Account enables the user to edit his account details View Account Authority Account Role First Name Last Name Username Email Address Postal Code Zity Country Phone Number Mobile phone Fax Language European Dynamics EO Admin Dimitrios Perperidis dper eppsl delos euradyn com United Kingdom English Confirm Cancel Edit 4ccount
74. n error message as displayed in Figure 97 will be shown The user can upload more than one tender only for CfT where multiple tender submissions is allowed i An error has occured e Only one tender is allowed to be submitted per EO for this CfT Multiple tender submission is not allowed Close Figure 97 Only one tender is allowed to be submitted 01 11 2009 Manual for Economic Operator Users Page 82 from 106 e Sourcing 12 Feedback In order to submit a feedback request the user needs to select the option Feedback from the CfT Menu Figure 98 Hide CfT Menu Wiew CTT CfT documents Clarifications Tenders Automated notifications Specify Alerts Figure 98 CfT Menu option Feedback The user provides the Title and the Description of the feedback request An optional file attachment can be also uploaded in the platform Figure 99 In order to complete and submit the feedback request the user needs to select the button Send Request Provide your feedback to the CfT CFT Procurement of health IT services Show CPT Menu Your Feedbacks and Answers Create new Feedback Title Feed back relating to the evaluation procedure Language English w Description Could you please provide our organisation with feedback justifying 1926 remaining characters Attachment for the request Send Request Fields marked with an asterisk are mandatory Figu
75. n of tenders the automated notification of EQs when gt Register as Economic erator legislation ist a addenda corrigenda for competitions are published and the support for electronic auctions Electronic public supe procurement Statistics Latest news Statistics Relevant links Interactive walkthroughs View all View all FAQ Calendar General Information News and Statistics July v 2009 v m 2 3 4 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Last update 09 July 2009 2009 European Dynamics Homepage Government Web Portal Disclaimer Webmaster Figure 6 Main e Sourcing page The main page of the e Sourcing platform consists of the following elements e Left column which contains the Login panel General Information Panel and Calendar Panel e Central column which contains general information regarding the system the Economic Operators and the users of contracting authority Furthermore it lists any uploaded news and also statistical information about the system usage 01 11 2009 Manual for Economic Operator Users Page 14 from 106 e Sourcing e Static header of the main page which provides functionalities accessible from all pages of the e Sourcing platform e Static footer of the main page which provides functionalities accessible from all pages of the e Sourcin
76. ng sections with the offline tender preparation tool 11 3 15 Creating a tender for multiple Lots The procedure of creating a tender for multiple Lots is the same with the procedure described in the previous sections The tender preparation tool allows the user to navigate in different Lots using the functionality provided in the left panel of the tool Figure 84 01 11 2009 Manual for Economic Operator Users Page 71 from 106 e Sourcing CFT Platform interconnectivity software development services BRON 00 Lots to be Submitted Gy Eligibility Criteria _ C Consulting Services Gg Section Section 1 C Software Development Ga Lot Consulting Services t least one lot must be selected EA Technical Envelope A Section Section 1 EA Section Section 2 EA Financial Envelope E3 Lot Software Development gt Gj Technical Envelope GA Section Section 1 GA Section Section 2 BA Financial Envelope Back to My Tenders Figure 84 Completing a multi lot tender The only difference with the previously described approach is that when the user validates the tender by selecting the button G the system will prompt to select for which Lots a tender will be submitted Figure 84 The selection of the lot to which the tender will be submitted is a fundamental step of the supplier tender submission If no lots are selected the uploaded tender package might not be considered by the Evaluator Officers during evalu
77. nterest ee Fl NUTS codes i ii Estimated value Tenders Opening Date fe er re 1 Procurement of image processing software National Health Service 2 National Health Service 3 Procurement of medical PACS systems National Health Service 3 results intotal Displaying 1 3 Page 1 of 1 l t en aaa Figure 38 Advanced search for a Call for Tenders In order to search for an organisation the user needs to first provide the organisation type Contracting Authority Figure 39 provides an example of a search query for Contracting Authorities 01 11 2009 Manual for Economic Operator Users Page 37 from 106 e Sourcing Advanced search Search for O crr Organisation User Searching Organisations Organisation Name National Health Service CA Abbreviation Zity Address Postal Code Search results Organisation Name Short Name al National Health Service NHS 1 results in total Displaying 1 1 Page 1 of 1 Figure 39 Advanced search for a Contracting Authority In order to search for a specific user of an organisation the organisation type Contracting Authority and Economic Operator must be selected Figures 40 and 41 provide examples of search queries for users registered within Contracting Authorities searching is only enabled for Contracting Authority Procurement Coordinators and the organisation of Economic Operator 01 11 2009 Manual for Economic Operator Us
78. o phase submission sseesseseesesessssssssesessessrsssesreseessesees 77 e P OIDE e E E pecseeeeessectseecuae 83 13 Electronic Auctions e seesesseeseeseesesssoseesesseessessossossosseesossoesoeseessessessessossossesseesosssss 86 13 1 Participation in an e Auction event ssesessoescssosssoossssoossssoossssoossesssses 86 D2 BUDS STOW OE aO ei canai E aie aeesearses 90 13 2 1 Placing a bid in a lowest price based auction cece 91 13 2 2 Placing a bid on a MEAT based auction s 93 UZ EEO ODS ese nie r E E EA EEE is 95 TSF Messate OA eisai ce scees sac ne E E ER 96 13 4 Suspension an e Auction event ssesessoessooeessoocsssooesssoossssoossssosssessssss 97 13 5 Preview of a completed e Auction eessessseesssssosesosesosssocssoessoessoessoessoe 98 1 Contract Awarding sercas ene E ES 102 15 Additonal Functionality scsscscscevesscesescsscscsensstesesnscousseeoscesseesieecaucoeetenestosuassbegeincies 104 15 1 Inserting Common Procurement Vocabulary Codes CPV 104 01 11 2009 Manual for Economic Operator Users Page 4 from 106 e Sourcing Figures Figure 1 e Sourcing platform supported WOLK NOW jiisicssssssanninnaspesdersieatispstwsncendesussdsendaibaiitinncsrenicnsdseniibscnendties 9 Figure 2 Workflow of Contracting Authority and Economic Operator USeTS seeeeseeeereerereerrererrereeee 10 Hsia vugage Exame ota aE DEIET ua inn re ren ett er a rn rie tr enor ny TR
79. ogeurodyn com Phone Number Fax Website Employer s Registration Number Taxation ID Company Activities Status Active Figure 27 EO Management functionality 4 1 Edit organisation details Selecting the option Edit Organisation allows the user to edit the organisation s details 01 11 2009 Manual for Economic Operator Users Page 28 from 106 e Sourcing Edit Organization Profile Organisatian Name European Dynamics Company Registraton Number Unique ID YAT number 4565757 Issuer of unique ID Inland Revenue Unique ID Issuer Country Greece a Address Postal Code ii Country United Kingdom w Email eo eurodyn com Phone Mumber Fax Website Employer s Registration Number Taxation ID Company Activities Maximum Characters S12 Status Active vw Fields with asterisk are mandatory Figure 28 Editing Economic Operators details Selecting the button Save will store the performed modifications while the button Reset will reset the performed modifications 01 11 2009 Manual for Economic Operator Users Page 29 from 106 e Sourcing stully Edit Organisation Edit CPY Codes 4dd User Organisation Name European Dynamics Company Registraton Number Unique ID VAT number 456575756 Issuer of unique ID Inland Revenue Unique ID Issuer Country Greece Address Postal Code City Country United Kingdom Email eo eurodyn cam Ph
80. on of the CfT Menu Figure 108 01 11 2009 Manual for Economic Operator Users Page 87 from 106 e Sourcing Hide CTT Menu View CTT CTT documents Clarifications Tenders e 4Guctions Fee Automated notifications Specify Alerts Figure 108 CfT Menu option e Auctions A list with all e Auction events scheduled for the particular CfT will be displayed to the user Figure 109 For each Lot contained in the CfT a separate e Auction event will be held The list contains detailed information regarding the event In particular the system allows to display information such as the type of event whether the event is official or practice and the starting date for the event List Of e Auctions Related To CFT CFT Procurement of health IT services Show CT Menu List of e Auctions Lot Refference Lot e Auction Type Official f e Auction Start Id Name Id Dummy Date Combination Official 2009 10 29 Enter 6 4uction Room 13 00 00 Figure 109 List of e Auctions related to the CfT Selecting the e Auction Id Figure 109 allows the user to preview all details of the event Figure 110 while selecting the link Enter e Auction Room Figure 109 allows the user to enter the e Auction room which provides all the bidding functionality Figure 113 01 11 2009 Manual for Economic Operator Users Page 88 from 106 e Sourcing e Auction Detailed Information CFT Procurement of health IT services
81. one Number Faxi Website Employer s Registration Number Taxation ID Company Activities Status Active Figure 29 Organisation details were successfully updated 01 11 2009 Manual for Economic Operator Users Page 30 from 106 e Sourcing 4 2 View the users belonging to the Economic Operator Selecting the option View Users displays all the users registered within the selected Economic Operator organisation View Users 1 Dimitrios Perperidis EQ Admin United Kingdom 4dd User Edit Account 1 results in total Displaying 1 1 Page 1 of 1 m Active a Inactive G De activated Figure 30 Display of users belonging to the Economic Operator In the above screen the first name last name and the role of each user are displayed Furthermore the current status of the each user account is also displayed G Active i Inactive GH Deactivated The following user roles are supported e Economic Operator Administrator EO Admin Users with this type of role are authorised to manage the users and update the details of their organisation e Economic Operator users EO Users Users with this type of role are not authorised to manage the details and the users of their organisation 4 3 Insert new user in the organisation of the Economic Operator In order to insert new users in the organisation the user needs to select the option Add user The mandatory information below must be provided
82. ons Figure 141 Submitted CPV codes 01 11 2009 Manual for Economic Operator Users Page 106 from 106
83. ord a Account is de activated Forgot your password e PPS e Sourcing is a secure and interoperable web based application which constitutes a total solution Register as Economic for the implementation of electronic procedures in Operator conducting public procurement competitions The system is compliant with the provisions of the European Law of public procurement Amongst its provisions it supports the procurement of contracts through one off and repetitive Ihformation mal procedures The system is managed by European Dynamics SA Figure 11 De activated account 2 5 Login to the platform for the first time The following steps are available when the user login to access the e Sourcing services for the first time 1 Asa first step the user will have to provide the transaction number which is received by email after his successful registration on the platform 01 11 2009 Manual for Economic Operator Users Page 17 from 106 e Sourcing UE e Sourcing Platform Password reset instructions Hew password for user dper with full name Dimitrios Ferperidis Go to the following link and insert new password with transaction number You can access the new password section through the following link http pe eurodyn com 70035 epps prepareResetPassword do username dper num tkxzutwads Your registration transaction number if 1036316014 c i a a s r ra a a a r a a a a a a a r r a a a a a a a a a
84. otification e lendering Users Contracting Authori g Prepare amp Upload Tender Users Submit Clarification Questions Bid in the e Auction event Economic Operator R Time Figure 2 Workflow of Contracting Authority and Economic Operator users 01 11 2009 Manual for Economic Operator Users Page 10 from 106 e Sourcing The following financial thresholds are specified in December 2007 by the European Union EU relating to Supplies Services and Works For the procurement of Public Contracts the thresholds are Public Works 93 37 EEC Public Services Public Supplies 92 50 EEC 93 36 EEC 3 497 313 139 893 139 893 01 11 2009 Manual for Economic Operator Users Page 11 from 106 e Sourcing 2 General Functionality 2 1 General usage guidelines The e Sourcing platform provides the following common navigation behaviour functionality e Tabular display Any data displayed in tabular format will have the following header which helps the user to navigate Type User roles Status Copy Figure 3 Example of a table header e The arrows are used for sorting the results in ascending or descending order according to the field selected The button is used to hide show a number of fields in the table e Any search query or list with more than a page of results will include the following nav
85. ound e Auction Status The e 4uction State is e Auction Is Running We are on round 1 Auction currency SBP General event instructions e PPS Brochure pdf Time Remaining O35 24 Figure 112 e Auction room main information regarding the e Auction 01 11 2009 Manual for Economic Operator Users Page 90 from 106 e Sourcing 13 2 1 Placing a bid in a lowest price based auction In this type of events the bidding is performed only on the associated financial criteria The system lists all the participating financial criteria Figure 113 The user provides his financial bid in all participating criteria i e Cost of Consulting and Cost of Training in Figure 113 and then selects the button Submit to submit the bid in the system e Auction Room CFT Procurement of health IT services e Auction Status The e Guection State is e Guction Is Running We are on round 1 Auction currency CBP Time Remaining O68 09 Biding Information Next Winning Bid 157500 Minimum bid diference 10 Previous Bid Value 175000 0 T C eta a 1 e000 0 EO current ir5000 0 Cost of consulting Place Your Offer For Year Looood Cost of training Place Your Offer For Year d 45000 No Extension 4pplied Refresh Submit Bid Figure 113 Submit a Lowest Price bid 01 11 2009 Manual for Economic Operator Users
86. re 99 Creation of a feedback request 01 11 2009 Manual for Economic Operator Users Page 83 from 106 e Sourcing The platform informs the user that the feedback request has been successfully sent Figure 100 s Feedback sent successfully Figure 100 Feedback sent successfully The response to the feedback request will be listed on the Your Feedback and Answers section e g 1 Feedback relating to the evaluation procedure Figure 101 Each listed feedback item can be further expanded if the user selects on it providing a detailed description of the request and the corresponding answer Figure 102 Provide your feedback to the CHT CFT Procurement of health IT services Show CT Menu Your Feedbacks and Answers 1 Feed back relating to the evaluation procedure Create new Feedback Tithe Language English w Description Maximum characters 2000 Attachment for the request Send Request Cancel Fields marked with an asterisk are mandatory Figure 101 Feedback and Answers 01 11 2009 Manual for Economic Operator Users Page 84 from 106 e Sourcing Provide your feedback to the CfT CFT Procurement of health IT services Show CFT Menu Your Feedbacks and Answers 1 Feed back relating to the evaluation procedure Description of your feedback Could you please provide our organisation with feedback justifying Attachment for the feedback
87. rsresrnteresrstesesrsresrsrsrent 46 Fieure o SPecitiCatl ON Ol user aler S surie o AE E N TE TEETE 47 Figure oo CIT Menu option Clarifications sciesscasipsannnissescosums sactans sovewspess toussoseneasgmeseceinpalnapaensnniedetanciosenees 48 Fey SF CS AN CAOS eessen EEE E E GES 48 Peureso Regua fOr arn NCA ON cp a E E E A E ratans 49 Figure s0 Listor clarilicaton Tes ponsa osresrreni riar uea rera aE EENAA SENEESE AE 49 Figure 57 Response toa Clare Om treguesi earita i E Ee E Ei 50 Figure 58 Attachments in the clarification response esesseeseseeseereresresesresrsstsrssreresestesesttstssestesterestesesresrsees 51 Prureod C Mena opion Eend ETE onii eE E A S 56 Picur 60 Main tender preparation Page srereeoeraan airian EENE ecu EEEN teases 57 Peure ol INe trider prepiri COn Too binair erana EE EE E ete my Tene 58 Figure 62 Tender preparation tool technical envelope eeseseessessreseesesresresresresresrersrssrrsrnsrssenresrensesresresrese 59 Figure 63 Tender preparation tool technical CNV ClO Pe accsceasescacrenrseisxeaiiodseared teiseatentsuseuatvnelacemuternaian 60 Figure 64 Supplier s view of the criterion of type text field oo ee eee eeesseeeeceseeseeceeeeseeseeeaeeeesaeeeeeaeeseenes 61 Figure 65 Supplier s view of the criterion of type text ACA cece eeeeseceeesseceeeeseeseeceeeeaeeeesseseesaeeeeeaeeaeeees 61 Figure 66 Supplier s view of the criterion of type NUMDEL eee eeeeeseeseeeseeseeeseeeeeeaeeseeeseseeeseeseesse
88. s a total solution for the implementation of electronic procedures in conducting public procurement competitions The system is compliant with the provisions of the European Law of public procurement Amongst its provisions it supports the procurement of contracts through one off and repetitive procedures The system is managed by European Dynamics SA Password Forgot your password Register as Economic Operator Information SS SS SS SS SS ee News Public procurement legislation Contracting Authority Services Contracting Authority services provide a collaborative e Sourcing environment for organising Call for Tender related activities These services provide the tools for supporting the management of electronic competitions providing amongst others the means for the electronic preparation and transmission of procurement notices to the Official Journal of the European Union Advanced services include the electronic and automated evaluation of tenders the automated notification of EQs when addenda corrigenda for competitions are published and the stinnnart for electronie atirctinns Figure 9 User login Economic Operator Services Economic Operator Services provide the tools for carrying out automated transparent and secure preparation and electronic submissions of requests for participation and tenders to public procurement competitions It provides a non discriminatory solut
89. s not valid an error message will be displayed to the user Figure 119 The error message will describe why the bid has not been registered in the system Windows Internet Explorer Your Bid Has nok Been Registered For the Following reasons Number of consultants working on the project Criterion value must not be less than the minimum Formula value Figure 119 Bid has been rejected For the technical criteria participating in the e Auction process the user can preview the criterion details by selecting the icon iL displayed next to the criterion description In the new window the platform displays the details of the criterion such as Criterion Parameters Evaluation Parameters and Evaluation Formula Parameters Figure 120 01 11 2009 Manual for Economic Operator Users Page 94 from 106 e Sourcing gt e Sourcing Popup Windows Internet Explorer DER Number of departments participating in the project Criterion parameters Type numeric Measure Unit Departments Step 1 00 Evaluation parameters Weight 30 00 Threshold 50 00 Evaluation formula Formula Parameters of step formula From i To 3 Score 50 00 From 4 To 6 Score 70 00 From 7 To 10 Score 100 00 Figure 120 Details of a technical criterion 13 2 3 Extensions Automated extensions are enabled by the Procurement Officer Tender Coordinator during the creation of the e Auction event Information regarding the use of automated extensions is ava
90. ser United Kingdom z 4dd User Edit Account 2 results in total Displaying 1 2 Page 1 of 1 Ga Active a Inactive De activated Figure 33 The account of the new user is activated 4 4 Edit user s details The user can select the option Edit Account to edit the details of a specific user The platform will display all user details allowing their modification Figure 30 01 11 2009 Manual for Economic Operator Users Page 33 from 106 e Sourcing Edit Account Username Account Role First Name Dimitrios Last Name Perperidis Password Re enter Password Email eo1l eurodyn com Address Fostal Code City Country United Kingdom we Phone Number Mobile Phone Number Fax Preferred Language English wt Status Active ayt Fields with asterisk are mandatory Figure 34 Editing user details Selecting the button Save will update the users details Figure 34 4 5 Edit CPV codes In order to edit the CPV codes associated with the Economic Operator the user selects the Edit CPV codes option in EO Organisation management page Figure 27 The platform displays the CPV codes which are currently associated with the Economic Operator 01 11 2009 Manual for Economic Operator Users Page 34 from 106 e Sourcing Edit CPV Codes Edit CP Codes PY Codes of interest LS000000 Food beverages tobacco and related product i Cancel Figure 35 Associated CPV co
91. t Day Final Value 171 940 48 Figure 75 Financial Criteria over a number of years 11 3 11 Save the tender return The user can save the created tender return using the buttons Save and 5 Save as The system prompts the user to specify a location in his local environment and stores it as an XML structure Figure 76 01 11 2009 Manual for Economic Operator Users Page 64 from 106 e Sourcing CFT Procurement of Hospital Information Systems hegae e fore My Recent Documents File name European Dynamics offer My Network Places Files of type srl we Back to My Tenders Figure 76 Save the tender structure 11 3 12 Validate the tender return In order to validate the given answers the user selects the L button The system checks if the tender return conforms to the expected specification e g values within range all mandatory fields completed etc The user is notified regarding the results of the validation Figure 77 In case the validation is not successful the system displays all questions which have not been properly answered Figure 77 01 11 2009 Manual for Economic Operator Users Page 65 from 106 e Sourcing Y CFT Procurement of Hospital Information Systems B eeaaer e Gaal RES Tender E B Eligibility Criteria EO E GA Section Section 1 ender validated successfully ig Technical Envelope ap GA Section Section 1 gy Section Section 2 Bs GA Section Se
92. tem 36 5 in the specification documents 7 Item 34 1 in the specification documents Download all clarifications Figure 56 List of clarification responses In order to preview the content of the response the user selects the displayed title Then the system expands the details of the response Figure 57 e Description for the request e Procurement Officer s clarification response 01 11 2009 Manual for Economic Operator Users Page 49 from 106 e Sourcing Clarifications CFT Procurement of Hospital information system Show C Menu MEW Requests for Clarification 1 Item 36 5 in the specification documents Description for the request We belleve that this item should be removed in order to enable the participating suppliers to have better flexibility to us the most advanced technologies Attachment for the request Clarification It is important to use the technologies mentioned in item 36 5 in order for the system to be connected with existir modules Attachment for the request 2 Item 34 1 in the specification documents Download all clarifications Figure 57 Response to a clarification request The procurement officer can also attach a file to the clarification response Figure 58 Furthermore please note that the procurement officer is provided with functionality to edit the clarification request in order to remove any confidential information 01 11 2009 Manual for Economic Operator Users Page 5
93. tender package Figure 90 The tender package is the archive the name of the archive contains _TENDER at the end see Figure 91 which has been created during the Pack operation section 11 3 13 Pack the tender Upload tender package CFT Procurement of Hospital Information Systems Show CPT Menu Locate the Tender package to upload C Documents and Settings dperp DesktophT esting ukProcStore i Browee Figure 90 Upload the tender package 01 11 2009 Manual for Economic Operator Users Page 76 from 106 e Sourcing File Upload Look in gt Stored tenders 7 European Dynamics offer Ries faeu opaan Dynamics offer_2 My Recent European Dynamics offer Documents European Dynamics offer_2 il European Dynamics offer 2 DIGITAL PRINT EJ European Dynamics offer_2 TENDER p ans at a iin Lala _DIGITAL_ PRINT My Documents 8 My Computer a File name European Dynamics offer TENDER My Hetwork Files of type All Files Figure 91 Selection of the tender package to upload In order to complete his action the user selects the button Upload to upload the tender package in the platform Figure 91 The system generates a unique Tender Package Receipt ID and informs the user regarding the successful upload of the tender package in the platform 11 4 2 Two phase submission The Two phase submission comprises the following steps
94. the following mandatory information Figure 21 Organisation Name Unique ID VAT number Issuer of unique ID Unique ID Issuer Country Country Furthermore the user can provide the following optional information Company Registration Number Address Postal Code City Email Phone Number 01 11 2009 Manual for Economic Operator Users Page 22 from 106 e Sourcing e Fax e Website e Employer s Registration Number e Taxation ID e Company Activities Maximum Characters e Industry Reference Number Register EO Step 1 Organisation Details Organisation Name Websoft Company Registration Number Unique ID VAT number 56576899 Issuer of unique ID Inland Revenue Unique IB Issuer Country United Kingdom we Address Gower Street Postal Code wel ity London Country United Kingdom we Email Info websott com Phone Number Fax Website Employers Registration Number Taxation ID Please type the code shown below P yvsg Refresh code Ry Vv Ig Company Activities 511 remaining characters Industry Reference Number Validate amp Continue Fields with asterisk are mandatory Figure 21 Registration of organisation 01 11 2009 Manual for Economic Operator Users Page 23 from 106 e Sourcing In order to proceed to the next phase the user should have also typed in the provided text fi
95. tstvrowsaotsuneishstseowduncsunesrolsinanastetuasoissn GuseRevlsationepuesinersist 37 Figure 39 Advanced search for a Contracting Authority essesseesesessesrsresresisresrerisresrssrerestesestesrssestesreresreees 38 Figure 40 Advanced search for Contracting Authority users seseesseesssisresreresresesrisreresrsresesestesreresrseesreerse 39 Figure 41 Advanced search for user of the Economic Operator e eeesseeesessesiereresrsreresrsreresrsrereseererrersresees 39 Figured CT Mena opton View CEI rossiorririieriseiiskii direii rnane EEEN EE EEEE EEO EERE iN 40 Poured View CIT WOrkS 01 1 e eee nmr R ER Tenor EAEE TA EE 41 ier 4 CiT Menu Optom CET documents sesingidan 42 Pionrcdo Contaci NOTCE grenann E a eee ee Er S 42 VAT RG C ontact TO NS eina E AE ERNE E SG 43 01 11 2009 Manual for Economic Operator Users Page 5 from 106 e Sourcing Figure 47 CfT Menu option Expression of Interest cei cceeeescssceseeeeeseeseesecseceeceeseeeesessessesaesseseeseeeeseeaees 44 Figure 48 Expression of Interest association of Users 0 0 0 eeeesesseeseeseeeseeeeeseeseeeseesecseeeaeeseessecseenaeeaeesaeeaeenss 44 Figure 49 CfT Menu options Automated notifications and Specify alerts 45 Figure 50 List of associated users with the CPT sersscserecsussssrpivvscsesecsssanssunsiimniescensisursceeasopulmeiivetanstonlsivininthee 45 Figure 51 Disassociation of a user with the CfT eeesssesessseseriseresrsrsresrsrsresrsreresrsrestnretn
96. tton View Results Figure 129 e Auction Room CFT Procurement of health IT services e Auction Status The e Auction State is e Auction Has Finished Auction currency GBP General event instructions e PPS Brochure pdf Best Overall Bid Per Round 100 ng nnrnnnn mnnon mnnn a0 B0 70 60 50 40 30 20 10 Best Bid Value 1 2 Round Number In a few seconds the results button will be enabled please wait while e Auction finalises View Results Figure 129 End of auction information 01 11 2009 Manual for Economic Operator Users Page 99 from 106 e Sourcing The platform will provide the following information to participating Economic Operator Figure 130 e Winning bid of the e Auction e Ranking of the Economic Operator e Best bid of the operator e Detailed information for all received bids from the Economic Operator e Ranking information per round e Several e Auction charts Figure 131 and Figure 132 Economic Operator Report CFT Procurement of health IT services Show CFT Menu e Auction Ranking For Paul Otto e Auction Status Closed Winning Bid 96 53 Your Ranking Is 1 Your Best Bid 98 53 Details Of Bids Bid Id Round Of Bid Bid Timestamp Ranking After Bid 1 2 5013 2009 09 21 15 00 00 oF 4 s045 1 2009 09 21 15 08 32 90 33 I 3050 1 2009 09 21 15 09 43 SE Ble ete 2 5053 al STOOLS Pate heal LSL sea ninfee 1 5055 Il 2009 09 21 15 14 32 38 53
97. ty is provided to define the presentation order of several CPV codes by using buttons and gt In addition the user can delete a selected CPV code by using the button 7 Figure 138 01 11 2009 Manual for Economic Operator Users Page 104 from 106 e Sourcing Selected tems UOUUUU Frinted matter and related products 30211 3500 Computer platforms 302131 00 Fortable computers 30211 400 Computer configurations x 2 2 Submit Figure 138 Selected CPV codes 2 The user can use the search functionality of a CPV code Figure 139 e The user provides the title or the number of the code entire or partial description in the search field e The user selects the button Search e The results are displayed in the search results panel Selecting a CPV code and selecting the button Add to the List will include the CPV code in the selected items Figure 140 Search Search results 3027 2000 Minicomputer hardware 021 51 00 Porable computers SU2Z00000 Computer equipment and supplies 3021 1000 Maintrame computer 30211100 Super computer 400 TO LET MC HRONE LEST Figure 139 CPV search functionality 01 11 2009 Manual for Economic Operator Users Page 105 from 106 e Sourcing main panel CP 22000000 Printed matter and related products 22100000 Printed books brochures and leaflets Search 22200000 Newspapers journals periodicals and magazines 4 Computer 2230

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