In the Funding and Tenders Portal, users can search for business opportunities by clicking on the Procurement tab from the top navigation menu and selecting the option Calls for tenders .
The user is directed to the Calls for tenders page, where they can search for public calls for tenders (including ex-ante publications) by typing keywords in the search box or using the available filters.
Users can do a quick search based on the following criteria:
| 1. | Contracting authority | The user can search by choosing the contracting authority's name & acronym from the dropdown list.
|
| 2. | Procedure type | The user can search by any of the procurement procedures listed in the dropdown menu.
|
| 3. | Submission status | The user can search for a call for tenders based on the submission status : Forthcoming, Open for submission or Closed.
|
| 4. | Publication date | The user can search for a call for tenders by providing the publication date or the dates between which the procedure was published.
|
| 5. | Closing date | The user can search for a call for tenders by providing the closing date or the dates between which the procedure was closed.
|
| 6. | All filters | When this option is selected, a window opens on the left side of the screen, where, in addition to the above mentioned criteria, other filter options such as country, CPV code, and contract value are available.
|
Once the search criteria have been entered, the user will find the results on the left side of the screen.
The user can also:
| Div | ||||||
|---|---|---|---|---|---|---|
| ||||||
|
Save a search Anchor Save searches Save searches
| Save searches | |
| Save searches |
The user can select one or more criteria and save the search. Users can create and save as many searches as they want.
If a new call for tenders is published matching the saved search criteria, the user will receive an automatic notification from the system.
To save search criteria:
| 1. | The user must first authenticate themselves by clicking the Sign in button of the Funding and Tenders Portal in the top right-hand corner of any Portal page (with EU Login and password).
|
| 2. | The user selects the criteria they want to use and clicks Save.
|
| 3. | A pop-up window appears, where the user can name the search and click Save. |
View saved searches Anchor View saved searches View saved searches
| View saved searches | |
| View saved searches |
To view the Saved searches, the user must take the following steps:
| 1. | The user must first authenticate themselves by clikcing the Sign in button of the Funding & Tenders Portal in the top right-hand corner of any Portal page (with EU Login and password).
|
| 2. | The user clicks Saved searches within the Content centre section under My area from the left-hand navigation menu.
|
| 3. | Under the Calls for tenders tab, all the saved searches along with their respective criteria are listed.
|
| 4. | In this screen, the user can also enable / disable notifications, rename and delete the saved search.
|
Delete saved searches
| Anchor | ||||
|---|---|---|---|---|
|
To delete a saved search, the user must take the following steps:
| 1. | The user must first authenticate themselves by clicking the Sign in button of the Funding & Tenders Portal in the top right-hand corner of any Portal page (with EU Login and password). |
| 2. | Click on Saved searches within the Content centre section under My area from the left hand navigation menu.
|
| 3. | Under the Calls for tenders tab, all the saved searches along with their respective criteria are listed.
|
| 4. | The user clicks the 3 dots next to the saved search and selects the Delete option.
|
Invitations section on the left side navigation of the Funding & Tenders Portal under the Procurement centre tab is visible only when the PCoCo/CoCo or the LEAR / Account Administrator of a leader organisation (in read-only mode) for a call for tender has logged into the portal.
If PCoCo/CoCo does not have an EU Login account yet linked to the email address that was used by the contracting authority for the invitation, F&T Portal will automatically create it for him/her. See detailed explanation here.In the Invitations section you can :
The PCoCo/CoCo or the LEAR / Account Administrator of a leader organisation, can also view the submissions that have been sent for open procedures, first step of the two-step procedures and the expressions of interests for planned negotiated procedures for low or middle value contracts under the Submissions section. | Table of Contents | ||||
|---|---|---|---|---|
|
From the navigation menu on the left you will find the invitations(s) under Invitations section. A search field is also available on the right above the list of invitations.
For each invitation, you will see:
the procedure reference number;
the lot (if applicable);
the deadline;
- the invitation status (received, acknowledged, closed or accepted in case of requests for specific contracts);
- the procedure type as well as the step (two-step procedures) or round (negotiated procedures);
the procedure title;
- the participant name.
Under the general information section you can view the information related to the procedure.
Access the restricted procurement documents
Under the Restricted documents section, you can consult the documents of the procedure (not applicable in case of requests for specific contracts).
If there are several versions of a document, you will see the latest version on the screen. To view an older version, click on the dropdown menu and select the version you want to see. You can also consult the available translations (if any).
Access the Restricted Questions & answers (Q&A) section. From this section you can ask a question concerning the procedure (not applicable in case of requests for specific contracts).
If the contracting authority provides the answer privately, it will appear under the 'My Q&A' section. If the answer is provided to all candidates invited to the procedure, it will appear under the Restricted Q&A section. For more information see How to create and submit a question on the Funding and Tenders portal .
The submission can only be done from Invitations section. Tender(s) cannot be submitted from the procedure details page.
The Funding & Tenders Portal allows you to view invitation(s) with the following status:
Received : an invitation has been received by the organisation or consortium to participate in the call for tenders/requests for specific contracts;
- Acknowledged : the PCoCo/CoCo has acknowledged having received the invitation for the call for tenders/requests for specific contracts;
- Accepted : the PCoCo/CoCo has expressed their willingness to participate in a requests for specific contracts (cascade or single FWC);
Closed : the invitation is closed when the allocated time for submission has expired.
You can perform different actions based on the status of the invitation(s). You can also view the submissions that have been made based on these invitations and perform different actions based on the status of the submissions and the deadlines for the call for tenders/ requests for specific contracts for which you have participated.
The actions that can be performed as per the status of the invitation(s) are described below.
For invitations in Received status PCoCo/CoCo can:
This action is a confirmation that you have received the invitation to submit a tender/requests for specific contracts. The status of the invitation will now change to Acknowledged.
For negotiated procedures when the an invitation to submit a tender is received you must first click on Select Organisation from the Action button for the invitation received - you need to select the organisation indicated in the invitation mail as "Participant".
A pop-up window will appear where you will have two options:
- My organisations - you can select an organisation among those for which you have a role: role for the organisation (e.g. self-registrant, LEAR, LSIGN) or for a project (submission/invitation/contract/grant). If your organisation is not yet registered, then you need first to register it in the Participant Register to obtain a PIC (Participant Identification Code).
Read more here. After your organisation is registered, you can select the newly created PIC.
- My organisations - you can select an organisation among those for which you have a role: role for the organisation (e.g. self-registrant, LEAR, LSIGN) or for a project (submission/invitation/contract/grant). If your organisation is not yet registered, then you need first to register it in the Participant Register to obtain a PIC (Participant Identification Code).
Only after you have selected your organisation, you will be able to see the invitation details and documents.
The EU Login account linked to the email address to which the invitation has been sent receives the role Primary Coordinator Contact (PCoCo) for the invitation.
Via the 'Manage Roles' button (see below) the PCoCo can add other persons from their organisation as Coordinator Contact(s) (CoCo) for the invitation.
The Contact Person indicated in the submission of the tender receives the PCoCo for the submission and the invitation for subsequent round(s) (for negotiated procedures). The user submitting the tender (if different from the Contact Person in the submission) receives the role Coordinator Contact (CoCo) for the submission and the invitation for subsequent round(s)(for negotiated procedures), unless the role has been removed by the PCoCo/another CoCo of the submission in the period between the opening of the tender by the contracting authority and the receipt of the invitation for subsequent round(s).
All of the actions described above (see Invitation(s) status and actions section) can be performed by the PCoCo or CoCos of the respective item (invitation or submission). Please note that there can be only one PCoCo per invitation or submission.To add/remove roles on a submission follow the steps below:
Under the Action dropdown on the right of the submission of the initial tender, click on the Manage Roles option.
Click on Edit Roles button.
To add a new CoCo click on Add Roles button.
For invitations in Acknowledged status PCoCo/CoCo can:
This action enables you to access eSubmission to submit a tender/requests for specific contracts.
To view and manage the submissions against an invitation, click on the Submission(s) link.
The Action menu on the right of each submission (unless the submission has been deleted) allows the PCoCo/CoCo to perform different actions depending on the submission status.
For submissions in Draft status:
- Edit: eSubmission opens the screen you were in when you left the application. You can now edit your submission in eSubmission.
- View: eSubmission opens the screen you were in when you left the application. It is not possible to edit the submission as you are viewing it in read-only mode.
- Delete: the draft submission will be deleted from the Funding & Tenders Portal.
For submissions in Submitted status:
- View Receipt: the submission receipt is displayed.
- Withdraw (available only before the deadline for submission): provide the reason to withdraw the submission and confirm by clicking on the Withdraw button. Once you have withdrawn a submission, you cannot view, edit or submit it again.
For submissions in Withdrawn status:
View Withdrawal Receipt: the withdrawal receipt is displayed.For submissions in Deleted status:
The Action menu is not available for the tenders with the status Deleted. Once a draft tender has been deleted, it cannot be retrieved by the tenderer. The steps that should be taken to perform the actions related to submissions have been explained in detail under the section Submission status and actions of Submission(s) wiki page.Accepted status
For invitations for requests for specific contracts (cascade or single FWC) if the contractor indicates their willingness to participate the status of the invitation changes to Accepted and PCoCo/CoCo can:
- View Willingness
- Manage Roles
- Start New Submission
- See Details: you will be able to see the details regarding the requests for specific contracts (see above).
The contractor can change the willingness response at at any time before the submission deadline.
Click on View willingness in the Action menu next to your invitation and then Change Willingness on the next screen.
If the willingness is changed to No, the status of the invitation becomes Closed and the contractor cannot change the willingness or continue with their submission.
See detailed explanation on Response to requests for specific contracts.
Closed status
You can view all the Invitations that are in status Closed.
Using the search box on the page you will be able to find all the closed invitation(s).
For invitations in closed status PCoCo/CoCo can :
- See Details : you will be able to see the details regarding the procurement procedure (see above ).