Bid Creation for Goods User Guide

Bid Creation for
Goods User Guide
http://eproc.karnataka.gov.in
User Guide Developed by:
Bid Creation for Goods User Guide
Contents
1.
INTRODUCTION............................................................................................................ 3
2.
PRE-REQUISITES ......................................................................................................... 4
3.
BID CREATION FOR GOODS ...................................................................................... 5
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Bid Creation for Goods User Guide
1.
Introduction
The Government of Karnataka (GoK) has decided to implement a state-wide e-procurement
portal. The new e-Proc portal will act as an end-to-end system, wherein government
agencies can handle their procurement activities entirely online starting from Indent
Generation, Tendering, Contract Management, Catalogue Management and Payments.
The end-to-end e-Proc portal has been divided into the following key modules:
1.
2.
3.
4.
5.
6.
Supplier registration
Indent management
e-Tendering – Bid Creation, Evaluation and Submission
e-Auctions
Contract management
Catalogue management
This User Guide focuses on Bid Creation for Goods.
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Bid Creation for Goods User Guide
2.
Pre-requisites
You must have the following:
1. A broadband Internet connection. This is important for quicker access, processing and
uploading of files. Some of the common broadband (or high speed Internet) providers
are BSNL, AirTel, Sify and Tata IndiCom.
2. A digital certificate on your PC or on a thumb drive. You cannot proceed with your
registration or edit your profile without a digital certificate. A list of the approved vendors
is available on the e-Proc portal. This is the link to the e-Proc portal:
http://eproc.karnataka.gov.in
A digital certificate helps keep your information and your transactions completely safe.
3. Internet Explorer 6.0 or above. No other browsers are supported at the moment.
4. A valid email account with enough space to receive email. If you are a regular supplier
to the government, we recommend a dedicated email account. There are many free mail
services available on the Internet today:
GMail
Hotmail
SIFY
Rediff
Yahoo
http://www.gmail.com
http://www.hotmail.com
http://www.sify.com
http://www.rediffmail.com
http://www.yahoo.com
or
http://www.yahoo.co.in
You can also opt for a paid service with your domain.
5. WinZIP installed on your system to compress large files into smaller sized files. Get this
from:
http://www.winzip.com
6. On the e-Proc Portal, all fields marked with a red asterisk indicate that it is compulsory
to enter/provide that information. You cannot proceed with registration without entering
those details.
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Bid Creation for Goods User Guide
3.
Bid Creation for Goods
1.
As a registered government user, you can log in to the portal to create bids.
Click on Government Users to proceed.
2.
On logging in, you can view the indent tasks to be executed. Select your indent by
clicking on it.
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Bid Creation for Goods User Guide
3.
Enter the tender number, tender name and a description of the scope. Select the
evaluation type, tender type and commercial bid type. Click Save & Continue.
4.
Confirm the tender details by clicking OK.
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Bid Creation for Goods User Guide
5.
This is the screen where you set bidding specifications.
You can impose a mandatory requirement for bidders to bid for all the items by
clicking the checkbox. An unchecked checkbox means that a bidder can bid for one
or more items. Similarly, you can specify which items need samples.
Click Save & Continue.
6.
If you have set the checkbox for Samples Required for some items, then you have to
specify the sample receiving details. This includes the name, designation and
address of the receiving authority along with the submission date.
Click Add.
Click Save & Continue.
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Bid Creation for Goods User Guide
7.
Select the items, enter an item group name and specify if it is mandatory to bid for all
the items in the group.
Click Save & Continue.
8.
Enter the general eligibility criterion and click Add Criterion. The criteria are all listed
below as you add them. Click Save & Continue when you have added all the criteria.
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Bid Creation for Goods User Guide
9.
Enter the technical qualification criterion and click Add Criterion. The criteria are all
listed below as you add them. Click Save & Continue when you have added all the
criteria.
10.
The next screen is the Document / Evidence Required from the Bidder. Enter the
document name and click +. The added document is listed below. You can click the
optional checkbox against each, if required. Click Save & Continue.
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Bid Creation for Goods User Guide
11.
The next step is to upload tender-related documents. Enter the type and upload from
your computer using the Browse button. Click Add File. When you have added all the
documents, click Save & Continue.
12.
In this step of draft tender schedule preparation, enter the tender fees amount and
the EMD amount. If a pre-bid meeting is required, select Yes. Meeting details fields
will appear below like date, time and meeting. Next, enter the bid validity period and
the dates and times for the schedule milestones. Click Finish.
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Bid Creation for Goods User Guide
13.
A message appears stating that the draft tender schedule was created successfully.
Click Close.
14.
Select Tender Management > My Tenders.
15.
The My Tenders screen opens with a default search for Recent (Draft, Initial)
Tenders. The recent tenders are listed below with a series of action icons against
them. You can select the Search Tenders radio button for an extensive search.
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Bid Creation for Goods User Guide
16.
There are four action icons against each recent tender:
1. View draft tender schedule details
2. Edit the draft tender
3. Form a tender committee
4. Send for approval
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Bid Creation for Goods User Guide
17.
To form a tender scrutiny committee, select the staff from the pick up list and select
the activity. Click Add.
Click Complete Committee Formation.
The Tender Scrutiny Committee formation is completed.
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Bid Creation for Goods User Guide
18.
The Send for Approval screen appears. Click Sign to attach a digital signature.
Click Send for Approval.
A message appears stating the DTS was sent for approval.
Click Close.
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Bid Creation for Goods User Guide
19.
The first approver signs in with his user name and password.
20.
Click on the tender with the status “Perform approval….”
21.
Click Sign to attach a digital signature. Select the Approve radio button and enter the
approval comments in the Comments box. Click Submit to approve.
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Bid Creation for Goods User Guide
22.
The next step is publishing the tender. The user logs in with his user name and
password.
23.
Click on the Publish icon against the tender.
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Bid Creation for Goods User Guide
24.
The Publish NIT screen appears. You can edit the dates here, if required.
Click Publish.
25.
A message appears below stating that the tender was published successfully.
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Bid Creation for Goods User Guide
26.
In the My Tenders screen, the status of the processed tender appears as Published.
~ End ~
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