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TRANSCRIPT
USER MANUAL
For Implementing Agencies/Borrowers
CALIPER
PROCUREMENT MANAGEMENT
APPLICATION
Table of Content
Introduction 01
About This Manual 01
What You Should Know 01
Registration 02
Login 03
Forget Password 04
Main Navigation Bar 04
1. Dashboard 04
1.1. Procurement Plan: Statistics 05
1.2. Procurement Plan: Add Activities 05
1.2.1. Process of Adding new Activity 06
1.2.1.1. Procurement Plan 07
1.2.1.2. Add Activities 08
1.2.1.2.1. Procurement Plan 09
1.2.1.2.2. Item/ Task List 10
1.2.1.2.3. Procurement Steps 10
1.2.1.3. Notify to Review 11
1.2.1.4. Procurement Plan Activities 12
1.2.1.5. Discussion 12
1.3. Procurement Plan: Progress 13
1.3.1. Procurement Plan 14
1.3.2. Statistics 15
1.3.3. Procurement Plan Progress 15
1.3.4. Activities Progress 16
1.3.5. Procurement Plan Payments 17
1.3.6. Activities Delays 18
1.3.7. Procurement Plan Activities 18
1.3.7.1. Activity Information 19
1.3.7.2. Activity Progress 20
1.3.7.3. Items/Tasks List 21
1.3.7.4. Activities Scheduled Days 21
1.3.7.5. Procurement Steps 22
1.3.7.6. Discussions 23
1.3.8. Quick View of Activities in Progress 23
1.3.9. Discussions 24
2. Procurements 24
2.1. Add 25
2.1.1. Add Procurement Plan 25
2.1.2. About Procurement Plan Types 26
2.2. List All 26
2.2.1. Procurement Plan: Add Activities 26
2.2.2. Procurement Plan: Progress 27
3. Due Activities 27
4. Profile 28
4.1. Account Information 28
4.2. Change Password 29
4.3. Notes 29
List of Figures
Figure I Caliper login 02
Figure II Registration Steps 02
Figure III Caliper Login 03
Figure IV Caliper Forget Password 04
Figure V Caliper Main Navigation Bar 04
Figure 1.0 Procurement Plan Statistics 05
Figure 1.1 Procurement Plan Add Activities 06
Figure 1.2 Adding New Activity page 07
Figure 1.3 Procurement Plan 08
Figure 1.4 Discussions 08
Figure 1.5 Add Activities 09
Figure 1.6 Procurement Plan 10
Figure 1.7 Item/Task List 10
Figure 1.8 Procurement Steps 11
Figure 1.9 Notify to Review 12
Figure 1.10 Procurement Plan Activities 12
Figure 1.11 Discussion 13
Figure 1.12 Procurement Plan Progress 13
Figure 1.13 Procurement Plan 14
Figure 1.14 Procurement Plan Revisions 14
Figure 1.15 Activities Statistics 15
Figure 1.16 Procurement Plan Progress 16
Figure 1.17 Activities Progress 17
Figure 1.18 Procurement Plan Payments 17
Figure 1.19 Activities Delays 18
Figure 1.20 Procurement Plan Activities 19
Figure 1.21 Activity Information 20
Figure 1.22 Activity Progress 20
Figure 1.23 Item/Task List 21
Figure 1.24 Activities Scheduled Days 21
Figure 1.25 Procurement Steps 22
Figure 1.26 Request for Payments 22
Figure 1.27 Entering Payments 23
Figure 1.28 Discussions 23
Figure 1.29 Quick view of Activities in progress 24
Figure 1.30 Discussions 24
Figure 2.0 Procurements Tab 25
Figure 2.1 Add Procurement Plan 25
Figure 2.2 Procurement Plan Types 26
Figure 3.0 Due Activities Tab 27
Figure 3.1 Procurement Plan Due Activities 27
Figure 4.0 Profile Tab 28
Figure 4.1 Account Information 28
Figure 4.2 Change Password 29
Figure 4.3 Notes 29
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Introduction
Welcome to the Caliper (a web based Procurement Management Application) website. This site
has been designed to automate certain steps of Procurement Management process. The Website
gives Implementing Agencies/ Borrowers access to Plan, Monitor, Track, Process & Supervise
their Procurement information of World Bank funded projects.
The most important feature of the Website is the ability to supervise projects, highlighting areas
of improvement and provides project progress statistics.
While using this website, please explore all its functionality. Let us know what works well for
you, and what can be improved. If you find something that doesn’t work properly, please
contact the Webmaster at [email protected], or call 92-333-325-1867.
About This Manual
It contains information about the website, how you can use it. the following topics:
Registration/Login process
Caliper Dashboard (Home) Page
Procurement Information Page
Activity Information Page
Due Activities Information
Your Profile Page
What You Should Know
To use the Caliper website you should understand the basics of the Bank procurement
procedures. If you need information about procurement procedures, see the Guidelines
Procurement of Goods, Works and Non-Consulting Services.
Under IBRD Loans and IDA Credits & Grants by World Bank Borrowers
Selection and Employment of Consultants
Under IBRD Loans and IDA Credits & Grants by World Bank Borrowers
You should have a basic understanding of accessing the Internet and navigating Websites.
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To access the Procurement Management Application (Caliper) follow the URL:
www.sarpscaliper.com
Figure I: Caliper login
If you are a new user, please follow the Registration process, existing user use their access
credentials to Login into Caliper.
Registration
Companies registering for the first time have to create an account for the company by providing
basic information about the company and some initial information about the procurement plan.
For Registration process, click on Register button.
Follow these steps to get register for Caliper.
Figure II: Registration Steps
Step 1: Email
Enter your email address. This will be the email address of the primary contact person
dealing with the World Bank project/activity.
Existing
users Login
here
New users
Register
here
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Step 2: Borrower Information
Enter your company’s information.
Step 3: Procurement Plan Information
Enter the initial information of the Procurement Plan.
Step 4: Password
Choose a password for your account. (Minimum 6 characters)
Step 5: Confirmation
Click on the Register button, the information you submitted will be reviewed by the
Bank for further processing.
[Note: You will only be allowed to access the system, once bank verified and reviewed
your information.]
Login
Use your access credential to Login into Caliper.
Figure III: Caliper Login
After successful login, you will be redirected to system dashboard.
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Forget Password
If you have forgotten your password, click on Forgot your password link to get new password.
Follow forget password process to get notified your new password by e-mail.
Figure IV: Caliper Forget Password
Main Navigation Bar
Figure V: Caliper Main Navigation Bar
The main navigation bar consists of four tabs:
1. Dashboard
2. Procurements
3. Due Activities
4. Profile
1. Dashboard
The main page you view after login is your dashboard.
On dashboard, you can view three sections of information;
1.1. Procurement Plan: Statistics
1.2. Procurement Plan: Add Activities
1.3. Procurement Plan: Progress
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1.1. Procurement Plan: Statistics
The Procurement Plan Statistics section displays the total number of Procurement Plan
submitted at different stages, such as:
Borrower Review
Bank Review
Approved
Completed
And Total number of Procurement Plan Submitted.
Borrower Review: Procurement Plans which are under Borrower’s Personal review.
Bank Review: Procurement Plans which are under Bank Review, notified by
Borrower.
Approved: Procurement Plans Approved by Bank
Completed: Procurement Plans Completed
Figure 1.0: Procurement Plan Statistics
1.2. Procurement Plan: Add Activities
To add/view activities in the Procurement Plan, click on the name of Procurement Plan as
shown in figure below.
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Figure 1.1: Procurement Plan Add Activities
1.2.1. Process of Adding New Activity
When you click on the name of a Procurement Plan, you will be redirected to
another page where you can view five sections of information listed below;
1.2.1.1.Procurement Plan
1.2.1.2. Add Activities
1.2.1.3. Notify to Review
1.2.1.4. Procurement Plan Activities
1.2.1.5. Discussion
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Figure 1.2: Adding New Activity page
1.2.1.1. Procurement Plan
This section displays Procurement Plan information with its Estimated
Start date.
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Figure 1.3: Procurement Plan
1.2.1.2.Add Activities
Adding Activities when Procurement Plan is under different stages
Borrower Review: You can add activities while the status is ‘Borrower
Review’.
Bank Review: You cannot add any activities while the status is
‘Bank Review’ because the Procurement Plan is
locked until the Bank will review it.
Approved: You can add activities while the status is
‘Approved’ but you will need to discuss the need
for their revision with the Bank, using the
Discussion box.
Figure 1.4: Discussion
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Completed: Once the status is ‘Completed’, you cannot add any
further activities.
From this section, you can add activities in a Procurement Plan, by
clicking on Add Activities button. If the status is locked, you cannot add
activities.
Figure 1.5: Add Activities
After clicking add activities button, you will be redirected to a page where
you can add activity information. On that page you will have three
sections of information to fill;
1.2.1.2.1. Procurement Plan
1.2.1.2.2. Item/ Task List
1.2.1.2.3. Procurement Steps
1.2.1.2.1. Procurement Plan
Enter the Name of Activity its Estimated Cost (USD), Procurement
Method and Review type.
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Figure 1.6: Procurement Plan
1.2.1.2.2. Item/Task List
In this section, enter the detail of each and every items/tasks involved
in the activity. For every new item/task, click on Add Item(s)/Add
Task(s) button and enter its name, quantity/days and estimated cost
(USD).
Figure 1.7: Item/Task List
1.2.1.2.3. Procurement Steps
The Procurement Steps are divided into two phases
i. Solicitation
ii. Evaluation/Contract Award
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These steps are benchmarked by bank and consider as the ideal period
to complete these steps.
Figure 1.8: Procurement Steps
Enter the dates of Procurement Steps of each phase (Solicitation and
Evaluation/Contract Award).
After entering planned dates of each Procurement Steps, you can view
planned days in each phase.
To add, click on the Add button.
1.2.1.3.Notify to Review
Once you enter all activities of the Procurement Plan and are satisfied with
the dates of Procurement Steps under each activity, click on Notify to
Review button. The information you entered now goes to the Bank for its
review.
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Figure 1.9: Notify to Review
1.2.1.4.Procurement Plan Activities
To view the detail information of Procurement Plan Activities, click on the
name of activity.
Figure 1.10: Procurement Plan Activities
1.2.1.5.Discussion
Through this box, you can communicate with the Bank about the
Procurement Plan or Activity. Any message/comment you enter here will
be automatically emailed to the concerned person(s) in the Bank. When
they reply, you will get a notification in your email.
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Figure 1.11: Discussion
1.3. Procurement Plan: Progress
To view the progress of Procurement Plan, click on the name of Procurement Plan as
shown in figure given below.
Figure 1.12: Procurement Plan Progress
You will be redirected to another page where you can view nine section of information;
1.3.1. Procurement Plan
1.3.2. Statistics
1.3.3. Procurement Plan Progress
1.3.4. Activities Progress
1.3.5. Procurement Plan Payments
1.3.6. Activities Delays
1.3.7. Procurement Plan Activities
1.3.8. Quick View of Activities in Progress
1.3.9. Discussions
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1.3.1. Procurement Plan
This section contains the basic information of the Procurement Plan.
Figure 1:13: Procurement Plan
If the Procurement Plan has been revised, then at the rightmost side of the page
you can view the button of revision with its number and by clicking on any
revision button you can view the status of Procurement Plan in that revision.
By default, you see the latest Procurement Plan’s information.
Figure 1.14: Procurement Plan Revisions
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1.3.2. Statistics
This section shows a summary of the Procurement Plan. It displays the number of
activities under prior and post review, total number of activities, how many
revisions have been made of the Procurement Plan and how much of payments
have been requested.
Figure 1.15: Activities Statistics
1.3.3. Procurement Plan Progress
This section represents the progress of the Procurement Plan in a graphical form
in terms of percentage.
Display/Hide button in the section will allow you to minimize this section.
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Figure 1.16: Procurement Plan Progress
1.3.4. Activities Progress
This section represents the progress of activities under five different stages, as
listed below;
Not Started
Solicitation
Contract Award
About to Complete
Completed
Activities under these stages are shown on a graph.
Display/Hide button in the section will allow you to minimize this section.
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Figure 1.17: Activities Progress
1.3.5. Procurement Plan Payments
This section displays payments in a graphical form with respect to dates.
Export Payment: Click this button to view all the activities payments in PDF
format.
Display/Hide button in the section will allow you to minimize this section.
Figure 1.18: Procurement Plan Payments
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1.3.6. Activities Delays
This section represents the activities delay in graphical form. This graph will help
in monitoring the delay in Procurement steps with respect to planned and actual
dates.
[Note: Activities Delays graph will not be visible in Procurement type: ‘Non-
Consulting Services’]
Display/Hide button in the section will allow you to minimize this section.
Figure 1.19: Activities Delays
1.3.7. Procurement Plan Activities
This section displays the information of the Procurement Plan Activities.
To view the detail information of the activity, click on the activity name.
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Figure 1.20: Procurement Plan Activities
Export to MS Excel button in the section will help you open the information in
MS Excel. You can also save the MS Excel file.
When you want to complete the Procurement Steps of the activity, click on the
activity name.
You will be redirected to a page where you can view six sections of information;
1.3.7.1. Activity Information
1.3.7.2. Activity Progress
1.3.7.3. Items/Tasks List
1.3.7.4. Activities Scheduled Days
1.3.7.5. Procurement Steps
1.3.7.6. Discussions
1.3.7.1. Activity Information
This section displays Activity information where the Actual Cost (USD)
field is empty until it will be updated automatically from item(s)/task(s)
actual cost.
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Figure 1.21: Activity Information
1.3.7.2. Activity Progress
This section represents the progress of the Procurement Plan in terms of
percentage.
Display/Hide button in the section will allow you to minimize this
section.
Figure 1.22: Activity Progress
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1.3.7.3. Items/Tasks List
Enter the Actual Cost (USD) of each item/task. Click on Update button.
Figure 1.23: Item/Task List
1.3.7.4. Activities Scheduled Days
This section shows the activities delay in graphical form. This graph will
help in monitoring the delay in Procurement steps with respect to planned
and actual dates.
[Note: Activities Delays graph will not be visible in Procurement type:
‘Non-Consulting Services’]
Display/Hide button in the section will allow you to minimize this
section.
Figure 1.24: Activities Scheduled Days
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1.3.7.5. Procurement Steps
In Procurement Steps section, Estimated Dates are the dates which you
have planned, Due Dates are computed by benchmarked days (ideal days
to complete Procurement Steps) suggested by Bank.
After entering the Actual Dates, tick the IsCompleted? checkbox against
each Procurement Steps and click on Update Task Records button. Make
sure that the Procurement Steps status change to Completed.
Figure 1.25: Procurement Steps
You can request for payment from Bank by clicking on Coins icon.
Figure 1.26: Request for Payments
Enter the date, amount (USD) and description and click on Update Task
Record button.
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Figure 1.27: Entering Payments
1.3.7.6. Discussions
Through this box, you can communicate with the Bank about the
Procurement Plan or Activity. Any message/comment you enter here will
be automatically emailed to the concerned person(s) in the Bank. When
they reply, you will get a notification in your email.
Figure 1.28: Discussions
Display/Hide button in the section will allow you to minimize this
section.
1.3.8. Quick View of Activities in Progress/Completed
This section will provide you with a quick view of the entire information of the
activities in a Procurement Plan.
It consists of the activity name, status, estimated cost, method review (prior or
post) and the procurement steps. The estimated dates in Procurement steps are
marked by a red asterisk.
Display/Hide button in the section will allow you to minimize this section.
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Figure 1.29: Quick view of Activities in progress
1.3.9. Discussions
Through this box, you can communicate with the Bank about the Procurement
Plan or Activity. Any message/comment you enter here will be automatically
emailed to the concerned person(s) in the Bank. When they reply, you will get a
notification in your email.
Display/Hide button in the section will allow you to minimize this section.
Figure 1.30: Discussions
2. Procurements
To add/view Procurement Plans, click on Procurements tab on the main navigation bar. This
tab has two options.
2.1. Add
2.2. List All
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Figure 2.0: Procurements Tab
2.1. Add
If you want to add a new Procurement Plan, click on the Add option under
Procurements tab on main navigation bar.
You will be redirected to a page where you will have two sections of information to fill;
2.1.1. Add Procurement Plan
2.1.2. About Procurement Plan Types
2.1.1. Add Procurement Plan
In this section, you can add Procurement Plan information. Once you are done,
click on Add button.
Figure 2.1: Add Procurement Plan
After adding Procurement Plan, its status will change to lock so that you cannot
add activities until Bank completes further processing.
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2.1.2. About Procurement Plan Types
This section provides the knowledge of Procurement Plan Types.
Figure 2.2: Procurement Plan Types
2.2. List All
To view all Procurement Plans, click on List All option under Procurements tab on
main navigation bar.
You will be redirected to a page where you can view two sections of information and
Procurement Plan under different stages, like Borrower review, Bank review, Approved
and Completed.
2.2.1. Procurement Plan: Add Activities
2.2.2. Procurement Plan: Progress
2.2.1. Procurement Plan: Add Activities
To add/view activities in the Procurement Plan, click on the name of Procurement
Plan.
[See Section 1.2. for further details]
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2.2.2. Procurement Plan: Progress
To view the progress of a Procurement Plan, click on the name of Procurement
Plan.
[See Section 1.3. for further details]
3. Due Activities
To view what tasks are pending at your end, and require your action, click on the Due
Activities tab on the main navigation bar.
Figure 3.0: Due Activities Tab
You can view due activities (Incomplete Procurement Steps of activity) of Approved
Procurement Plan with respect to their due dates.
Figure 3.1: Procurement Plan Due Activities
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To view the particular due activity (Incomplete Procurement step of activity), click on the
activity name. You will be redirected to Activity information page where you can enter
actual dates and complete the Procurement Step.
Once all Procurement Steps are completed, activity status will automatically update as
Completed.
4. Profile
Click on Profile tab on main navigation bar.
Figure 4.0: Profile Tab
You will be redirected to a page where you can view three sections;
4.1. Account Information
4.2. Change Password
4.3. Notes
4.1. Account Information
In this section, you can manage your company’s profile information. Once you are done,
click on Update button.
Figure 4.1: Account Information
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4.2. Change Password
In this section, you can change your Caliper account’s password. Once you are done,
click on the Update button.
Figure 4.2: Change Password
4.3. Notes
In this section, you can maintain important notes. Once you are done, click on Save
button.
Figure 4.3: Notes