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360 supports requests for tender, quote, expressions of interest, etc. with two workflows:
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Step-by-step guide
To create a request:
Sign-in to https://360users.apetsoftware.com.au/ as a Request Manager
From the main menu, click Requests
If using the old look:
Click Add Request
If using the new look:
Click New Request
Leading Part
Specify the initial configuration:
Enter a Request Name - a unique name that allows you to identify the request in the request list later
Complete the following recommended fields:
Request Details - a summary of the statement of works
Contact Instructions
Black Flag - conditions for participation
Pre-submission Rules Apply? - if yes, state the pre-submission requirements
Complete the following optional fields that will help with reporting:
Advertising Details - How will the tender be advertised
Qualifying Assessment - The minimal viable total weighted score for a tenderer to be short-listed. (Optional)
Budget - The value against which the offers will be compared (Optional)
Cost Code - The financial delegation for the budget
Business Unit - The organisational unit that controls the budget (ADCOM extension)
Consider:
Will the providers need to attend a mandatory site visit or industry briefing? If so, select Pre-Submission Rules Apply
Will the providers submit a lump-sum price as part of their submission? If so, select Cost Associated
Do local providers receive preferential consideration? If so, select Location Associated
Does the request contain a degree of complexity such that the questionnaire ought to be divided into sections? If so, select Section Required
Is the workflow a Standard or Pre-qualification? If evaluation occur immediately while the request is still open for applications, select Pre-qualification
Will the documentation sent to providers include copyright materials for which a fee must be recovered? If so, select Request Documents - Fee Required (ADCOM extension)
Are there large files that do not need to be included in the providers' export (the export they download to archive their submission)? If so, chose the appropriate options for Attachments to be included in the Providers' Exports:
Response Attachments
Request Documents
Section Documents
Question Documents and/or
Addenda
Specify the Score Upper Limit - the highest value an evaluator can rate a provider's response (e.g. 10 out of 10)
Select the key milestone dates:
Closing Date & Time (in your local time-zone) - the date/time all submissions must be received
Target Release Date & Time - the date/time the request will be available for submissions (although this is reviewed at the point of publishing)
Evaluation Due Date - the date the evaluators ought to be finished with their assessment
Decision Due Date - the date the approach to market ought to be concluded, and an announcement made to all applicants
Click Add
At this point, your request is saved, and the:
Request Documents can be uploaded
Evaluation Guide can be uploaded
The questionnaire can be configured
Other settings can be configured (such as selecting the evaluation team)
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Section Required cannot be changed after the initial save. Request Documents and the Evaluation Guide cannot be uploaded until after the initial save. If not all the options are available, please log in as the Boss and adjust the System Settings. |
Related articles
How to import a request (e.g. for tender) into the 360 buyers' portal (for subsequent release)
How to copy a request (e.g. for tender) in the 360 buyers' portal
How to assign users to a request (grant or revoke access) in the 360 buyers' portal
How to add a section (group of questions) to a request in the 360 buyers' portal
How to configure a hierarchical request (e.g. for tender) in the 360 buyers' portal
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