Tender Creation

SR Number Need By Date Tender Start date

Tender No Description Tender validity

Tender Object Quantity Bid Acknowledgement

Contracting strategy- Classifications Clarification last date

One Tier Two Tiers Proposal Submission Date

Contracts Service Agreement Bid Open Date

Single source Bidding

 Creation OUPA

G1 G2 G3
Status
Internal
Preparer F1 F2 F3
Budget
Currency
Approval OEPA Approval

Note:

Save Submit
OUPA

G4

Internal
G4
 Tender Creation

SR Number Need By Date Tender Start date

Tender No Description Tender validity

Tender Object Quantity Bid Acknowledgement

Contracting strategy- Classifications Clarification last date

One Tier Two Tiers Proposal Submission Date

Contracts Service Agreement Bid Open Date

Single source Bidding

 Creation

Status

Preparer
Budget
Currency
Approval OEPA Approval

Note:

ApproverNote:

Approve Reject
 ITB-Document

Tender Number

Instruction & information to Bidder Review the ITB

Letter of Confirmation of submit Bid

Bid Proposal form

Bidders Exception

Technical Proposal

Commercial Proposal form

Service Agreement Form

Exhibits
Review the ITB
ITB - Document creation UI as per template
Tender number Chooseing option

ITB - World document attachment option

ITB-Attached Document Choosing Option
ITB- chose Documents View summary Option
ITB- View and Edit Summary form
ITB- Search option, Under line Option, Table creation option, bold option
ITB - Summary ( Table of contents)
ITB- Save/submit option required
ITB- Preparer only can edit the ITB
ITB- Supplier choosing and Submit form (Oracle Suppliers LOV)
ITB- Once Submitted ITB sent to Suppliers thru mail
 ITB- Creation
Tender Number Table creation Mass Change

Instruction & information to Bidder

Letter of Confirmation of submit Bid

Bid Proposal form

Bidders Exception

Technical Proposal

Commercial Proposal form

Service Agreement Form

Exhibits
n
Spell check Font Colour Underline

Save
 Submit S no
1
2
3
4
5

ITB - Document creation UI as per template

ITB - World document attachment
ITB-Attached Document Choosing Option
ITB- chose Documents View summary Option
ITB- View and Edit Summary form
ITB- Search option, Under line Option, Table creation option, bold option
ITB - Summary ( Table of contents)
ITB- Supplier choosing and Submit form
Supplier Email Contact
S1
S2
S3
S4
S5
 Tender Details Entry

SR Number Tender Number

Bidder Clarification
ITB Status Bidder Clarification Replied
Supplier Name
Released Received Date Replied Date
Supplier 1
Supplier 2
Supplier 3
Supplier 4

Tender Details Entry - Based on the Tender number choose/Entry suppliers name should be default
Tender Details Entry - If the ITB sent to the Suppliers Date should be default to the ITB status colum
Tender Details Entry - 5 columns are manual entry (Yes/No) 5 columns are manual Entry (date for
Tender Details Entry - Anyone can view the entry but preparer only can edit option required
Tender Details Entry -
Tender Details Entry -
Tender Details Entry -
Tender Details Entry -
Tender Details Entry -
 Tender Details Entry

Find

Bidder Proposal Submitted Technical Evaluation Commercial Evaluation

Submitted Date Evaluated Date Evaluated Date

liers name should be default

default to the ITB status column
ns are manual Entry (date format)
n edit option required
Bidder Proposal Submitted
 Tender Evaluation

SR Number Tender Number

Technical Committee Members

Team Member Name
S No

Supplier 1 Supplier 2 Supplier 3

segregate 1
segregate 2
segregate 3
segregate 4
segregate 5

Supplier Justification

Service type Amount Currency Effective date

Evaluation -Based on the SR/Tender number Suppllier names & Type should be default
Evaluation - If the type is I Tire comertial portion should me mentatory
Evaluation -if the Type 2 Tire technical and comertial should be mentatory
Evaluation -Committee members entry form (Technical and commercial)
Evaluation -Committee members LOV
Evaluation -Save And Submit option
Evaluation -If the satus save Preparer can only edit the Evaluation
Evaluation - If the Evaluation is submitted approval notification sent to the approver (1 person)
Evaluation -
Evaluation
Committee Me
Preparer
Evaluation Type Technical Committee Members

Commercial Committee Members

Team Member Name
S No

Supplier 1 Supplier 2 Supplier 3

segregate 1
segregate 2
segregate 3
segregate 4
segregate 5

Justification

Expiry date
Save Submit

be default

approver (1 person)
 Committee Members creation

hnical Committee Members Commercial Committee Members

 Tender Evaluation

SR Number Tender Number

Technical Committee Members Commercial Comm

Team Member Name
S No S No

Supplier 1 Supplier 2 Supplier 3

segregate 1 segregate 1
segregate 2 segregate 2
segregate 3 segregate 3
segregate 4 segregate 4
segregate 5 segregate 5

Supplier Justification

Service type Amount Currency Effective date Expiry date

 Preparer
Evaluation Type

Commercial Committee Members

Team Member Name

Supplier 1 Supplier 2 Supplier 3

Approve Reject
 Ou Name Preparer

SR Number Currency

Tender Number Start Date End Date

Tender Approval

Evaluation Approval Contract Number

New

OU Name SR Number Creation Tender No Creation Need By Date

Tende

OU Name SR Number Creation Tender No Creation Description

Tender Details
ITB Status Bidder Clarification Bidder Clarification Replied
Supplier Name
Released Received Date Replied Date
 Find

Amount Preparer Tender Status Supplier Date Status

Tender
Contracting strategy- Classifications
Need By Date Quantity Tender Object Amount Preparer

Tender Details
Bidder Proposal Submitted Technical Evaluation Commercial Evaluation
Submitted Date Evaluated Date Evaluated Date
 Evaluation

Tender Status Amount Supplier Date Preparer Status Effective date Expiry date
Order Number
Tender creation Approved ITB creation ITB-Suppliers
Technical Evaluation Commercial Evaluation Supplier Approval oracle Order creation
 Tender Management -Status
Date Sprint Activities
Use management
11 to 17APR Sprint 1 Creation screen
Approval path
Creation
Tender Approval
18 to 24 APR Sprint 2
Summary
ITB - Approach
ITB
Suppliers mail (ITB)
25 to 2May Sprint 3 Tender Details Entry
Evaluation
Evaluation Approval
er Management -Status
Status Remarks
in progress Status column, Active provision,
in progress scrolling
completed looks fine
User creation form not required the Optional active Status(Y/N)
in User summary form Need Active status like Ticking application
Home dashboard/Home screen/ UI screen need more attractive
In CPL-Application All screen should be same template

When click tender summary menu it should open a page with parameter filters and summary data of tenders (Refer th
Also it should contains New and Find button.
Each summary data should contains view button / Icon. When click this , should show all other details of the
selected tender (Refer the excel).
Able to view the status help of pop up message
If clicking the New in Summary page automatically open the Creation form
Based on the SR number choosing Qty, Description & Need by date will default.
Able to choose approval path
Save option and Submit option is required for the creation screen
Creation form is required without scrolling
Based on the Approval path notification sent to the Approvers
Based on the Approval status will reflect to Summary
If approver reject the order Reason is mandatory
If the approver rejected able to appeal the order and Apple reason should be mandatory
once all approves is approved the status will change to approved in summary header
In summary form incomplete Tender Prepare only can edit option is required
If the status is In process creation form is should be frozen

ITB - Document creation UI as per template

Tender number Choosing option
ITB - World document attachment option
ITB-Attached Document Choosing Option
ITB- chose Documents View summary Option
ITB- View and Edit Summary form
ITB- Search option, Under line Option, Table creation option, bold option
ITB - Summary ( Table of contents)
ITB- Save/submit option required
ITB- Preparer only can edit the ITB
ITB- Supplier choosing and Submit form (Oracle Suppliers LOV)
ITB- Once Submitted ITB sent to Suppliers thru mail

Tender Details Entry - Based on the Tender number choose/Entry suppliers name should be default
Tender Details Entry - If the ITB sent to the Suppliers Date should be default to the ITB status column
Tender Details Entry - 5 columns are manual entry (Yes/No) 5 columns are manual Entry (date format)
Tender Details Entry - Anyone can view the entry but preparer only can edit option required

Evaluation -Based on the SR/Tender number Suppliers names & Type should be default
Evaluation - If the type is I Tire commercial portion should me mandatory
Evaluation -if the Type 2 Tire technical and commercial should be mandatory
Evaluation -Committee members entry form (Technical and commercial)
Evaluation -Committee members LOV
Evaluation -Save And Submit option
Evaluation -If the status save Preparer can only edit the Evaluation
Evaluation - If the Evaluation is submitted approval notification sent to the approver (1 person)