Difference between revisions of "Create job tenders"

Revision as of 15:52, 19 June 2019

Create tender

First, please create a project as you normally do, and add a job within this project. Then you will be able to offer this job to several candidates through the creation of a new tender.

Note: Please do not assign the job to any vendor when adding it, otherwise you won't be able to create a tender.

So, having added the job, press the "Create tender" button:

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It will open the New job tender page where you should select the tender type:

• First claimer—the job will be assigned to the first claimer.

• Selected by manager (fixed price)—at the end of the tender duration, the project manager will be able to consider candidate applications and assign the job to one of them.

• Selected by manager (negotiable price)—candidates will be able to suggest their own prices, and at the end of the tender duration, the project manager will be able to consider candidate applications and assign the job to one of them.

Then please enter the required information, set the tender duration, and define whether candidates should get access to the files of the job proposal by marking\unmarking "Allow access to job files for candidates" check-box:

Press Create to add the tender.

It will display the tender details page where you can select candidates by pressing the "Add vendors" button:

Here you may also update tender variables or delete the tender by pressing the corresponding buttons.

It will bring you to the Add vendors to tender page.

Note: On this page vendors are displayed in accordance with the language pair defined when creating the job if any.

You can apply additional filters to narrow the search down if necessary.

Select candidates and press "Add selected vendors" to add them to the list:

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It will display the tender details page where you can check tender details and the list of vendors.

On this page you may also update tender variables, delete it, remove/add vendors by pressing the corresponding buttons.

Press "Start" to launch the tender:

After you press the "Start" button, the candidates defined in the Vendors list section will be notified of the job proposal by the system.

If necessary, you may cancel the tender (the button is displayed until the tender in the "Active" and "Review" statuses):

Guidance for managers on how to assign vendors to tenders

First claimer tender

When any vendor claims the tender, the job will be automatically assigned to the vendor with the "Confirmed by vendor" status.

The project manager and vendor will receive the corresponding notifications from the system.

If none of the vendors has applied, the project manager will receive notification that the tender has filed.

Selected by manager (fixed/negotiable price)

After the end of the tender duration, the tender will get the "Review" status and the project manager will be notified by the system that the tender is awaiting applications review.

In the Vendors list section the project manager can see the vendors applied for the tender and assign the job to one of them by clicking the "Assign" button:

The job will be assigned to the vendor with the "Confirmed by vendor" status, and the vendor will be notified accordingly.

In case of the Selected by manager (negotiable price) tender, the project manager can also see the prices proposed by vendors in the Vendors list section of the corresponding tender:

Note: A project manager can assign a job to a vendor without waiting for the end of a tender duration.

Guidance for vendors on how to claim and apply tenders