Electronic bidding

Presented by Richard Allie - Procurement Specialist

Quinte Construction Association Belleville, ON – Apr 12, 2016

Agenda

• Roll-out • What you will need • How to find our opportunities • Bid security • Tender call results • Screen views • Transition • Information • Questions

Roll-out

• Tenders only (No RFP) • Tenders

1. Without bid security 2. With bid bond 3. With bid security in the form of bid bond or wire

transfer

• By region: Quebec, Atlantic, Ontario, National Capital, West

What you will need

• Internet connection • MERX account • Authorized bidder PIN

– Provided by MERX http://tenders.merx.com/RequestEBSPIN – Per company, not per person – Use the same PIN for all your tenders

• www.merx.com – Supplier menu • 1-800-964-MERX (6379) • Direct deposit with DCC if you intend to use wire

transfer for bid security

Subscription types BASIC COMPLETE DCC

Search on Canadian Public Tenders and view opportunity abstracts

Order and preview documents $49.95 (NSO)

Receive Notification of amendments

Identify potential partnerships*

Order Management

Opportunity Matching Profiles 1 9 1

Unlimited download of documents from the Public Tenders Tab

Awards and Former Database access

Electronic Bid Submission *No fee for DCC Included

FREE $19.95 / month $219.95 / year

$49.89 per year

How to find our opportunities • www.merx.com – “Canadian Public

Tenders” tab • www.merx4.merx.com/dcc - DCC

opportunities only. Available since March 23, 2016 for those opportunities that DCC posted using MERX 4

Search

Simple search here.

You can do a simple search in the main search field.

By invitation

Contains a link directly to the solicitation page.

In some cases, you may receive an email inviting you to submit a bid for a specific tender. This is an example of this email.

By invitation

Once connected, you will see a red button which indicates that you have been invited to bid.

Opportunity Matching Profile

Manage your profiles from this menu.

Be sure to take advantage of at least one opportunity matching profile to be sure not to miss any potential tenders.

Watch the tutorial for assistance in setting up your profile

BID SECURITY

Bid security

• Bid bond – Prepared in accordance with provincial/territorial

electronic documents and commerce legislation, – Submitted through the Electronic Bidding System, – Issued by an approved company whose bonds are

acceptable to the Government of Canada or that is listed on the Treasury Board Secretariat’s website at http://www.tbs-sct.gc.ca/pol/doc-eng.aspx?id=14494&section=text#appL, and

– Verifiable i.e. the results of the verification process shall provide a clear and immediate indication that the document received is the true document executed and that the content has not been changed or altered.

Verifiable bond • The Surety Association of Canada has

reviewed and evaluated some of the existing systems – Infinite Source - http://infinitesource.com – Mobile Bonds - http://mobilebonds.com – Surety2000 - http://surety2000.com (United States) – Xenex Enterprises - http://xenex.ca

• Information available at http://www.surety-canada.com/en/ebonding/index.html

• Consult your broker to find out which system they are using

Mobile Bonds Example

Xenex Example

Sample Bid Bonds

Bid security

• Wire transfer – will be available starting in May 2016 – Be sent to the account number provided in the

Electronic Bidding System, – Contain the reference number provided by the

Electronic Bidding System, – Made through a corporation or institution that is a

member of the Canadian Payments Association, or – Made through a corporation, association or federation

incorporated or organized as a credit union or cooperative credit society that conforms to the requirements of a credit union which are more particularly described in paragraph 137 (6)(b) of the Income Tax Act.

Tender call results • Bid opening done online after closing • Preliminary results will be available online at

www.merx.com • The selected contractor (award) http://www.dcc-cdc.gc.ca/english/cc_contracts.html

Bid results

Go to Bid Management

Click on the Sol. Number

Click on Bid Results Tab

Opportunity abstract

Opportunity Abstract

Before you get to see the abstract, you may get a pop-up window asking your acknowledgement. Open the document and read it. When completed, click on ACCEPT.

Link to acknowledgement document

Opportunity Abstract

Basic Information

The opportunity abstract is a summary of the tender documents and an overview of what you need to know before you order the tender documents.

Bid Submission Process

Opportunity Abstract

Follow this opportunity and receive notifications of amendments or receive the physical amendments documents.

Click on FOLLOW

Opportunity Abstract

Tenders are categorized. This tab shows you which category this tender is under.

In this case, there are 3 categories

Opportunity Abstract

You can preview the documents by clicking on the document link.*

From the Documents & Items tab, you will find the tender documents.

Opportunity Abstract

Your profile details

Be certain that your profile information on MERX is correct with your true and valid information. That information will appear under the Plan Holders List.

Opportunity Abstract

The Audit tab is where you can find a historical summary of the documents and activities for a specific solicitation.

Publication and amendment

Ordering Documents

Local Construction Associations (LCA) will continue to have access to our documents and be able to advertise our opportunities on their web sites. The relationship with the LCAs has not changed.

Document Order

Click on ORDER

When you are ready to order your documents, click on ORDER.

Document Order

Delivery Method

In the shopping cart you must select a delivery method and the quantity of each document you want. We recommend Download, but you can view the other available options.

Follow on Newsfeed

Click CONTINUE

Document Order

Review the summary and when ready, click on the PROCESS ORDER button.

PROCESS ORDER

Document Order

Here are your order details. You can see your confirmation number. Proceed with the download of your documents from the Download column.

Confirmation

Download your documents

Bid Intent Applies only when DCC is requesting the bidders to confirm their intent to bid. Otherwise, the button will not be visible

Bid Intent

Once you’ve made the decision that you intend on bidding, return to the opportunity abstract of the solicitation you are interested in and select BID INTENT.

BID INTENT

Bid Intent

Select if your response: “Intent to bid” or “Intent not to bid”. You can always make a change to your choice in the menu options.

Select your choice

Bid Intent

To make a change to your Intent, click on Solicitations from the top menu, then Bid Management. Find the solicitations of interest and from the Actions column, select Edit.

Click Edit

Bid Intent This window will open, follow the instructions to make your change to your bid intent status. Submit intent to continue.

Select desired action

Electronic bid submission

Electronic Bid Submission

When ready to submit your bid, select the solicitation and select Place Bid. Follow the easy steps.

PLACE BID

Electronic Bid Submission

If you don’t have an Authorized Signer PIN, you must request one from MERX. Either through online form or by calling us at 1-800-964-6379. Online: http://tenders.merx.com/RequestEBSPIN

Electronic Bid Submission

Click Add File to upload

Countdown Clock

Electronic Bid Submission

Click on Pricing

Select NEXT

Electronic Bid Submission

SUBMIT BID

Electronic Bid Submission

To complete submission, click YES

Electronic Bid Submission

Electronic Bid Submission

Electronic Bid Submission

Line item bidding

Information DCC http://www.dcc-cdc.gc.ca/english/e-procurement.html MERX http://www.merx.com Click on Supplier menu 1-800-9640MERX (6379) Surety Association of Canada http://www.surety-canada.com/en/ebonding/index.html

Questions