Below is a list of action types available for procurement tasks
Action Type | Details |
Approve Requirement Sections | Completing this action type will approve the requirement sections set up on the project. Suppliers cannot be invited or register interest until requirement sections are approved. |
Issue an Amendment | If users need to add or change any requirements during a live project, they can use this action type. |
Publish Opportunity | Completing this action type will make the opportunity publicly available for suppliers to view and register their interest. |
FTS/OJEU Notice | The user can draft a contract notice to submit to Find a Tender Service (FTS). Depending on the procurement procedure, the user can also publish the notice in the Official Journal of the European Union (OJEU). |
Contracts Finder Notice | The user can draft and publish a notice on Contracts Finder. |
Suggest Suppliers | The system will use the category associated with the project and suggest suppliers that match that category. Suppliers will not be invited or emailed at this stage. |
Add Suppliers | This action type will allow the user to search for suppliers' portal accounts or set up new suppliers with a portal account and add them to the project. |
Invitation | The user can invite the suppliers added to the project to respond to the opportunity. |
Use this task to send a message/email to all or selected bidders. Suppliers can also be emailed via the message centre. Users can be prompted by email reminders if set up as a task. | |
New Procurement Stage | This is used on multi-stage projects. This aaction type will move the project from one project stage to another. |
Start Evaluation | Upon closure of the response window, the user will be able to start the evaluation process and notify evaluators using this action type. Evaluators must first be assigned records to evaluate before completing this action. |
Award | This action type can be used to award the contract to the successful bidder. |
Request Approval | If the project contains tasks which require approval to proceed, the users can request approval by completing this task. |
Evaluate Scores | When all evaluators have completed scoring all responses, completing this action type will calculate the overall score totals. This action should be repeated to re-calculate totals whenever evaluator score or override scores are entered. |
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