bidder submission guide - otm.adco.ae · pdf fileabu dhabi national oil companyadnoc onshore...
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ABU DHABI NATIONAL OIL COMPANY ADNOC ONSHORE
BIDDER SUBMISSION GUIDE
ONLINE TENDER MANAGEMENT – PROCON SYSTEM
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BIDDER USER GUIDE CONTENT
Introduction:
- E-bidding (OTM) by ADNOC Onshore
- Technical Requirements
Access to ProCon E-Bidding (OTM) Login Screen
Viewing and Downloading Tender invitations Viewing Tender Invitation Package
Tender Communications Tender Messages
Acknowledgement and Submission of formal bids:
- Form of Tender Acknowledging Receipt of Tender invitation & Form of Tender
- Technical Submission Acknowledging intention to make a Technical submission
- Bid Bonds Acknowledging intention to make a Bid Bond submission
- Commercial Submission Acknowledging intention to make a Commercial submission
Retract Submissions Retracting a Submission
Adding Team Members Adding Team Members
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TECHNICAL REQUIREMENTS
• ProCon is a web base application and supports Microsoft Internet Explorer 8 & 9 only. Please do not use Firefox, Chrome or
Opera as your browsers when accessing the ProCon site
• Preparation of soft copies of documents for online submission
For tenders dispatched via ProCon – Online Tender Management system, ADNOC Onshore requires bidders to prepare all formal
submission documents to be in soft copies which are of Adobe Portable Document Format (PDF). It should be noted that all
requirements as specified within the Tender Invitation Package (TIP) documents should be followed to prepare the submission
documents. These documents should be scanned to soft copies which should include all relevant signatures and stamps as
required by standard tendering guidelines in TIP documentation.
• Format and size of documents
Please note that all your documents should be submitted in PDF format. For better handling of these documents, they can also
be delivered in batches by using standard Windows compression methods. If submissions are made in this manner, the preferred
format for compressed files is ZIP format. Other formats such as RAR, 7z, ISO, NRG etc. will not be accepted. Please also
make sure that the size of a single compressed file does not exceed 50 Megabytes. Multiple files which are less than this limit
can be uploaded successively but the files should be given proper names as specified in the following naming conventions
section in this document.
• Naming Conventions
Please ensure that you name all tender submission documents appropriately with the correct names of what the document
consist of and with clear serial numbers as suffix. As a prefix, we recommend putting a short company abbreviation to all the file
names of the documents. This will ensure that your documents can be easily identified and organised by those involved in the
evaluation of submission. We have included some examples below.
Sample submission files for a company known as ABC company: ABC-Form of tender.pdf, ABC-HSE Policy.pdf
S U B M I S S I O N V I A O T M S Y S T E M
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E-BIDDING (OTM) LOGIN SCREEN
When invited to a Tender by ADNOC Onshore the Bidder will receive an email similar to the one displayed here.
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Note: Final Submission Date is displayed in GMT time zone. 1
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E-BIDDING (OTM) LOGIN SCREEN
Enter the user name and Password previously email to you by ADNOC Onshore
Click on the Login button If you have forgotten your password click
on the link Password Reminder, enter your full email address and click ‘Submit’
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Note: You will be returned to the login screen and the password will be sent to you via
email.
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VIEWING TENDER INVITATION PACKAGE
If you log in normally i.e. not using the link in the email then you will be brought to the overview page You will be able to see all ADNOC Onshore
tenders you currently have tasks or messages for
You can see that there are tasks currently
awaiting action There is 1 unread message. Click on the
tender name to go to the tender page. Click to Change your contact details Click to change your password
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Note: The number of tasks available for you will be dependent on the nature of the Tender.
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VIEWING TENDER INVITATION PACKAGE
You are now in the tender page.
Here you will be able to action the current tasks Click on the ‘View Details’ button for TIP – Form of tender
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Note: The number of tasks available for you will be dependent on the nature of the tender whether it requires bid bonds or not.
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Note: There are only two tasks: TIP- Form of tender and Technical Submission with the same Final Submission Date at this stage of the Tender. If the Technical Bid passes technical evaluation then ADNOC Onshore will request the Bidder to submit Bid Bonds (if required) and Commercial Bid Submission.
Note: The Tender Invitation Package (TIP) can be found in the Task ‘TIP – Form of Tender.
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VIEWING AND DOWNLOADING THE TENDER INVITATION PACKAGE
This is the Final Submission Date The additional Information section contains important information please read fully All Tender package documents are displayed and can be downloaded by clicking on download
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Note: In ProCon you need to acknowledge each Task before you can complete it. This guide will cover all the steps required.
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VIEWING AND DOWNLOADING THE TENDER INVITATION PACKAGE
A File download pop-up screen will appear
To view the file click on Open
To save the file to your PC or network drive click on save and save as normal
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VIEWING AND DOWNLOADING THE TENDER INVITATION PACKAGE
The file will automatically launch the required programme e.g. Microsoft word and the file will be visible
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16 Note: If you have any difficulty downloading, opening or uploading file please refer to the Troubleshooting guide available on the login screen.
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TENDER MESSAGES
Note: ProCon can be used to receive and send messages regarding your tender e.g. requests for information Clarifications. When you are sent a message by ADNOC Onshore via ProCon you will receive an email automatically informing you of a message in ProCon.
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TENDER MESSAGES
To access the message in ProCon click on the link
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Note: This is an example of the notification via email please ensure your SPAM filter is set to allow emails from [email protected]
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TENDER MESSAGES
This will bring you to the ADNOC Onshore E-Bidding Portal Enter the user name and Password previously email to you by ADNOC Onshore Click on the login button
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TENDER MESSAGES
Once logged in you will be brought directly to the message Click on the Mark As ‘Read’ button
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Note: If you do not mark the message as read it will remain visible on the Overview screen. Some messages will not require a response such as this example however some will, in this case you will see a link titled reply.
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TENDER MESSAGES
A pop-up message will appear asking are you sure you want to mark this message as read? Click on OK to proceed
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TENDER MESSAGES
You are informed the message has been successfully marked as ‘Read’ You can Navigate to the Tender by clicking on the ‘Tenders’ Tab or By clicking on the link in the message
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TENDER MESSAGES
To create a message navigate to the Tender screen Click on the ‘Create message’ link
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TENDER MESSAGES
Enter a descriptive subject Enter the message body If you wish a response from ADNOC Onshore ensure Yes is selected Enter the date and time you would like a response by You can attach files if you wish Double check your message and click on send
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submissions will lead to your disqualification.
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TENDER MESSAGES
You are informed your message has been successfully created
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Note: There is no need to choose a recipient as ProCon will automatically direct the message to the ADNOC Onshore Tender team for Action.
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TENDER MESSAGES
Note: Sometimes you will receive messages from ADNOC Onshore which you must respond to.
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To respond to a message from ADNOC Onshore click on Reply
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TENDER MESSAGES
Enter a descriptive subject Enter the message body
If you wish a response from ADNOC Onshore ensure Yes is selected
Enter the date and time you would like a response by You can attach files if you wish Double check your message and click on send
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section of this guide.
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TENDER MESSAGES
A pop-up screen will appear informing you that the message can be viewed by Authorised members of the tender within ADNOC Onshore
Click on OK
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TENDER MESSAGES
You are returned to the Message screen
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ACKNOWLEDGING RECEIPT OF TENDER INVITATION & FORM OF TENDER
Click on the ‘View Details Button for TIP –Form
of Tender 1
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ACKNOWLEDGING RECEIPT OF TENDER INVITATION & FORM OF TENDER
After reviewing the Tender Invitation Package you should Acknowledge and Submit or Acknowledge and Decline.
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Note: This guide assumes you will be making a submission. If you do not wish to make a submission please click on ‘Acknowledge and Decline’ button and repeat for all 3 remaining tasks giving a full description of why you wish to decline. You may retract your decision to decline any time before the Final Submission Date please see end of guide for retraction instructions.
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ACKNOWLEDGING RECEIPT OF TENDER INVITATION & FORM OF TENDER
When Acknowledging and submitting the form of tender please use the text provided in the Tender invitation Package for the Acknowledgement Letter
Click on send when you have entered and
modified the text correctly
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Note: You are required to Acknowledge receipt of Tender within 3 days of Invitation and you MUST fax a signed copy of the acknowledgement letter contained in the Tender invitation Package to ADNOC Onshore, again within 3 days.
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SUBMITTING THE FORM OF TENDER
You are returned to the tender page. Click on the ‘View Details’ button for Tip – Form of Tender
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Note: The following steps should only be performed when you are ready to make your submission to ADNOC Onshore.
Note: Don’t leave your submission to the last minute. ProCon is a web based application so if you have a slow web connection you will need longer to upload the files depending on their size.
Note: Submissions are not visible to ADNOC Onshore until after the Final Submission Date and you can retract your submissions and modify them at any time up until the final submission date. After this date and time you will no longer be able to submit or retract.
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SUBMITTING THE FORM OF TENDER
Your Acknowledgement is visible To make you submission for form of tender click in the ‘Ready to Proceed now’ button
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SUBMITTING THE FORM OF TENDER
To attach files Click on the ‘Yes’ Button
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SUBMITTING THE FORM OF TENDER
To find the file click on the ‘Browse’ button on locate the file Click on the ‘Save” button to attach the file
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Note: A pop-up screen will appear explaining there may be a delay during upload.
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SUBMITTING THE FORM OF TENDER
The attached file is visible The attached file can be deleted To save your changes but not submit click on the ‘Save’ button To complete your submission click on the ‘No, proceed to next step’ button
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Note: You may attach as many files as you need to.
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SUBMITTING THE FORM OF TENDER
Steps 2 and 3 are now available, Modify the text in step 2 When you have completed step 2 click on ‘Submit’
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Note: Ensure only the Form of Tender document and related documents are attached here.
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SUBMITTING THE FORM OF TENDER
A pop-up screen will appear asking ‘Are you sure you want to submit this response?’ Click on OK
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ACKNOWLEDGING RECEIPT OF TECHNICAL SUBMISSIONS
Click on the ‘View Details’ Button for Technical
Submissions 1
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ACKNOWLEDGING INTENTION TO MAKE A TECHNICAL SUBMISSION
Please read the additional information Click on the ‘Acknowledge and Submit’ button
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ACKNOWLEDGING INTENTION TO MAKE A TECHNICAL SUBMISSION
Modify the default text if required Click on the ‘Send’ button when ready. A confirmation note ‘Your acknowledgement has been logged successfully’ will be displayed.
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Note: This is a default text, you can enter specific text when acknowledging the Technical submission.
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SUBMITTING YOUR TECHNICAL SUBMISSION
You are returned to the tender page Click on the ‘View Details’ button for Technical Submission
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Note: The following steps should only be performed when you are ready to make your submission to ADNOC Onshore.
Note: Don’t leave your submission to the last minute. ProCon is a web based application so if you have a slow web connection you will need longer to upload the files depending on their size.
Note: Submissions are not visible to ADNOC Onshore until after the Final Submission Date and you can retract your submissions and modify them at any time up until the final submission date. After this date and time you will no longer be able to submit or retract.
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SUBMITTING YOUR TECHNICAL SUBMISSION
Read the Additional information Your Acknowledgement is visible Click on the ‘Ready to proceed now’ button
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SUBMITTING YOUR TECHNICAL SUBMISSION
To attach files Click on the ‘Yes’ Button
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SUBMITTING YOUR TECHNICAL SUBMISSION
To find the file click on the ‘Browse’ Button on locate the file. Click on the ‘Save” button to attach the file
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Note: A pop-up screen will appear explaining there may be a delay during upload. Click Ok to proceed.
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SUBMITTING YOUR TECHNICAL SUBMISSION
The attached file is visible The attached file can be deleted
To save your changes but not submit click on the ‘Save’ button To complete your submission click on the ‘No, proceed to next step’ button
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SUBMITTING YOUR TECHNICAL SUBMISSION
Steps 2 and 3 are now available, Modify the text in step 2 When you have completed step 2 click on ‘Submit
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Note: Ensure only your technical submission documents are attached here.
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SUBMITTING YOUR TECHNICAL SUBMISSION
A pop-up screen will appear asking ‘Are you sure you want to submit this response?’ Click on OK
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ACKNOWLEDGING INTENTION TO MAKE A BID BOND SUBMISSION
Click on the ‘View Details’ Button for Bid Bond 1
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ACKNOWLEDGING INTENTION TO MAKE A BID BOND SUBMISSION
Please read the additional information Click on the ‘Acknowledge and Submit’ button
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Note: The Bidder shall submit Bid Bonds only if requested by ADNOC Onshore.
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ACKNOWLEDGING INTENTION TO MAKE A BID BOND SUBMISSION
Modify the default text if required Note: This is a default text, you can enter specific text when acknowledging the Bid Bonds. Click on the ‘Send’ button when ready. A confirmation note ‘Your acknowledgement has been logged successfully’ will be displayed.
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SUBMITTING YOUR BID BONDS (IF REQUIRED)
You are returned to the Tender screen and informed the response has been successfully sent
Click on the ‘View Details’ button for ‘Bid Bond’.
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Note: Don’t leave your submission to the last minute. ProCon is a web based application so if you have a slow web connection you will need longer to upload the files depending on their size.
Note: Submissions are not visible to ADNOC Onshore until after the Final Submission Date and you can retract your submissions and modify them at any time up until the final submission date. After this date and time you will no longer be able to submit or retract.
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SUBMITTING YOUR BID BONDS (IF REQUIRED)
Read the Additional information Your Acknowledgement is visible Click on the ‘Ready to proceed now’ button
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SUBMITTING YOUR BID BONDS (IF REQUIRED)
To attach files Click on the ‘Yes’ Button
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SUBMITTING YOUR BID BONDS (IF REQUIRED)
To find the file click on the ‘Browse’ button on locate the file Click on the ‘Save’ button to attach the file
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Note: A pop-up screen will appear explaining there may be a delay during upload. Click Ok to proceed.
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SUBMITTING YOUR BID BONDS (IF REQUIRED)
The attached file is visible The attached file can be deleted
To save your changes but not submit click on the ‘Save’ button To complete your submission click on the ‘No, proceed to next step’ button
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SUBMITTING YOUR BID BONDS (IF REQUIRED)
Steps 2 and 3 are now available, Modify the text in step 2 When you have completed step 2 click on ‘Submit
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Note: Ensure only your Bid Bond documents are attached here.
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SUBMITTING YOUR BID BONDS (IF REQUIRED)
A pop-up screen will appear asking ‘Are you sure you want to submit this response?’ Click on OK
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ACKNOWLEDGING INTENTION TO MAKE A COMMERCIAL SUBMISSION
Click on the ‘View Details’ Button for Commercial Submission
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ACKNOWLEDGING INTENTION TO MAKE A COMMERCIAL SUBMISSION
Please read the additional information Click on the ‘Acknowledge and Submit’ button
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ACKNOWLEDGING INTENTION TO MAKE A COMMERCIAL SUBMISSION
Modify the default text if required Click on the ‘Send’ button when ready. A confirmation note ‘Your acknowledgement has been logged successfully’ will be displayed.
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Note: This is a default text, you can enter specific text when acknowledging the Commercial submission.
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SUBMITTING YOUR COMMERCIAL SUBMISSION
You are returned to the Tender screen and informed the response has been successfully sent
Click on the ‘View Details’ button for ‘Commercial Submission’
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Note: Don’t leave your submission to the last minute. ProCon is a web based application so if you have a slow web connection you will need longer to upload the files depending on their size.
Note: Submissions are not visible to ADNOC Onshore until after the Final Submission Date and you can retract your submissions and modify them at any time up until the final submission date. After this date and time you will no longer be able to submit or retract.
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SUBMITTING YOUR COMMERCIAL SUBMISSION
Read the Additional information Your Acknowledgement is visible Click on the ‘Ready to proceed now’ button
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SUBMITTING YOUR COMMERCIAL SUBMISSION
To attach files Click on the ‘Yes’ Button
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SUBMITTING YOUR COMMERCIAL SUBMISSION
To find the file click on the ‘Browse’ button on locate the file Click on the ‘Save” button to attach the file
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Note: A pop-up screen will appear explaining there may be a delay during upload. Click Ok to proceed.
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SUBMITTING YOUR COMMERCIAL SUBMISSION
The attached file is visible The attached file can be deleted
To save your changes but not submit click on the ‘Save’ button To complete your submission click on the ‘No, proceed to next step’ button
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SUBMITTING YOUR COMMERCIAL SUBMISSION
Steps 2 and 3 are now available, Modify the text in step 2 When you have completed step 2 click on ‘Submit’
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Note: Ensure only your Commercial Submission documents are attached here.
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SUBMITTING YOUR COMMERCIAL SUBMISSION
A pop-up screen will appear asking ‘Are you sure you want to submit this response?’ Click on OK
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RETRACTING A SUBMISSION
Click on the History expander icon
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Note: You may wish to make a change to your submission or even submit after earlier declining. You can do this in ProCon as long as the Final Submission Date has not passed.
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RETRACTING A SUBMISSION
The History menu is displayed Beside each of your submissions or declines you will have the option to retract Click on the relevant retract link e.g. you wish to update the technical submission
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RETRACTING A SUBMISSION
Update the default text as required Click on Send when ready
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ADDING TEAM MEMBERS
You are informed your response/decline has been retracted successfully The task is now visible and the ‘View Details’ button is available
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Note: If you had previously declined all 4 tasks you must retract all 4 tasks and then submit all 4 task as per instructions in the Tender Invitation package.
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ADDING TEAM MEMBERS
Click on the Company Tab
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1 Note: It is possible to add existing company contacts to the tender to assist in the tender submissions or to complete in your absence. If the contact does not exist already they must be added to your company first.
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ADDING TEAM MEMBERS
You will be brought to the detail page by default To add a contact click on ‘Contacts’ Tab
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ADDING TEAM MEMBERS
Existing Contacts will be displayed and can be deleted or edited to update information.
To Add a new contact click on the ‘Add’ button
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Note: The ‘Edit’, ‘Delete’ and ‘Add’ buttons may not be visible due to your ProCon Permissions if this is the case please contact your companies ProCon Administrator or contact ADNOC Onshore support.
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ADDING TEAM MEMBERS
Populate all field with valid information * denotes a mandatory field
Ensure Primary Contact is set to ‘Yes’ if you wish this person to be able to receive tender invitations from ADNOC Onshore
Ensure ‘Use Extranet’ only is ticked or they may miss communications from ADNOC Onshore
Enter the Username as the contact first name and last name with a _ e.g. Andrew_Kealy
Ensure the role Supplier is selected from the dropdown
Enter a simple password e.g. Password1
Double check all entered information then click on Save
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Note: Selecting the wrong role may result is loss of functionality available to the user so ensure supplier is selected.
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ADDING TEAM MEMBERS
You are returned to the Contacts Tab and informed the contact has been added
Contact is visible on the screen
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ADDING TEAM MEMBERS TO TENDER
Click on Tenders
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ADDING TEAM MEMBERS TO TENDER
Click on name of the tender you wish to add the new contact to
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ADDING TEAM MEMBERS TO TENDER
Click on ‘Change Contacts’ link
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ADDING TEAM MEMBERS TO TENDER
Current tender contacts are displayed Available contacts are displayed Ensure the check box for the contact you wish to
add is ticked Click on Add
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ADDING TEAM MEMBERS TO TENDER
You are returned to the ‘Tender’ screen and informed Contact successfully added Number of contacts in now 2
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ADNOC ONSHORE
THANK YOU