MERX supplier webinar slidedeck
Transcript of MERX supplier webinar slidedeck
USING MERX TO GROW
YOUR BUSINESS An overview and demonstration of MERX
Isabelle Moroni
Marketing Communications Manager
[email protected] www.merx.com 1-800-964-MERX
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•Abstract | Follow
•Order Documents • Follow/
Amendments
•Printing
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•Awards
• Former
Opportunities
•Document
Request List
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All Access Package
Search & View Open Notices
Order & previewing documents
Follow Opportunities
Identify potential partnerships
Manage orders
Opportunity Matching Profile
Unlimited document downloads
Access Awards & Former Opportunities
Limited Access
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9 included
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Limited
$49.95 (NSO)
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1 included
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Search & View Notices
Order & Preview documents
Follow Opportunities
Identify potential partnerships
Manage orders
Opportunity Matching Profile
Unlimited document downloads
Access Awards
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P
[email protected] www.merx.com 1-800-964-MERX
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Review opportunities of interest – Decide to bid or not to bid
Read tender documents thoroughly. Including terms & conditions
Assess if your company:
Is capable of offering the goods/services requested.
Meets the evaluation criteria.
Accepts all the terms and conditions.
Accepts the basis of payment or pricing.
Is able to win the contract against the competition.
Ask questions during the question period.
Meet all mandatory requirements.
Respond to all rated requirements.
Conduct an internal review before submitting.
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www.merx.com/events
• Learn how to engage procurement organizations
Professional Development
Workshops
• Live and On-Demand options Delivered by
Industry Experts
• Flexible learning, no travel costs Interactive Online
Learning
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$150 OFF every full day workshop
ME
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$100 OFF every half day workshop
ME
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Exclusive Discounts for MERX Complete Subscribers
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Search
MERX
without
logging in
Use the ‘popular searches’ to
find Supplier Arrangements,
Standing Offers and VOR’s
Ability to view opportunities
posted in the last 24 hours, in
the last week or all currently
listed on MERX by category
Here is how you can reach us
Monday to Friday
7 AM-8 ET
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‘Opportunities’ provides
access to Searching, Managing
your ‘Opportunity Matching’
and your E-bid submissions
‘Account Activity’ allows you
to see what you have ordered
and to access statements
‘Manage My Account’ provides
information about your
account and preferences can
be managed here
‘Information’ includes links to
any announcements, business
resources, events and FAQs
Search field is located here
‘Performance Management M4’
only appears if you are part of
a performance program
This appears if you
happen to be invited
for MERX4
opportunities.
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Search since last login
Choose to search in the Open,
Former or Awarded opportunities
Highlights Opportunities available
within Agencies, Crown and Private
sector Orgs related to your search
terms (Second Tab on MERX)
Region of Delivery is where the work
is to be delivered or completed
It is possible to order your
documents from this point or from
the Opportunity Abstract – click on
the title of the opportunity to get to
the Opportunity Abstract
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Use the ‘Must have’ and/or the
‘Must NOT have’ for a more
refined search query
When searching MERX, you will
receive better results when using
the AND/OR operators as well as
“quotes” in the key word search
field
i.e.: construction and engineering
construction or engineering
You may also consider additional
refining elements by using the
various categories available here.
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Watch our tutorial to learn how
to setup or optimize your
opportunity matching profiles
or call one of our Customer
Service Representatives for
assistance at 1-800-964-6379
Additional resources are available here:
Online help: http://tenders.merx.com/opportunity-matching Online guide: http://marketing.merx.com/Support/Opportunity_Matching.pdf
Online tutorial: http://www.merx.com/tutorials
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Follow an opportunity to remain aware of any activities in relation to this
solicitation. You can also choose from this point if you want to ‘Follow
and receive notification’ which will email you whenever an amendment
is issued OR you can choose to ‘Follow and receive amendments’
which will send you the amendment details and documents via email
when they are issued.
The Document Request List (DRL) or Plan Holders List
(PHL) or Document Takers List (DTL) are found in the
Notice Description/Opportunity Abstract. All Complete
subscribers can view the DRL/PHL/DTL for organizations
who have enabled this feature.
Here is where you find out the bid submission type. If the
type is Electronic Bid Submission, you will require an
Authorized Signer PIN. One PIN per organization is allowed.
For more details and to sign up:
http://tenders.merx.com/RequestEBSPin
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Some buying organizations choose to use our Bid Intent feature. If so,
you will see this button and you will be required to let the Buyer know of
your intent to bid. Click the button and enter your response.
The Place Bid button is what you select when you are ready
to submit your bid. In this case, we have already submitted
a bid, so we can also see the View Bid button. You can
make changes or withdraw your submission anytime
before the closing time and date.
*** It is recommended to always upload your documents at least 1
to 2 hours before closing time to avoid lengthy uploads for larger
documents.
Here is the button to select to order the tender documents.
The next screen takes you to the order basket.
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Select your delivery method and quantity.
Downloading a document included in your
complete subscription. There are
additional fees associated with our other
delivery methods. Click Continue.
Choose the appropriate amendment
notification setting. Details are available in
the highlighted section below.
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Each buying organization chooses whether or
not to share this information. It may not be
available for your viewing.
When enabled, The Document Request List
(DRL) or Plan Holders List (PHL) or Document
Takers List (DTL) allows you to view a list of all
organizations that have downloaded the
document for a specific opportunity.
It is also important to keep your MERX profile up
to date in order for current and accurate details
about you/your business appear on the list.
Many organizations use this to provide
transparency, fairness and accountability to the
tendering process.
*Viewing the list is available to you as a
Complete Subscriber only.
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Account Activity
In your Dashboard, you can see any
solicitations that you choose to follow.
Quickly access your bids in the My Bids
section. You can view or edit from the
Action column.
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Click on the Solicitation No. link to view the
Notice description/Opportunity Abstract
from a previously ordered tender
To re-download the documents from a
previously ordered tender, click on the
Confirmation No. link to access the
download screen.
Change your amendment setting for an
already ordered opportunity by clicking
Following. From there, you can also choose
to unfollow a solicitation as well.
View your history of document orders from
the Reports tab, then select Ordered
Documents.
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At any point, you can click on the house icon to
return to the MERX.com M3 platform.
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When posted, you can view who the contract
was awarded to and in some cases, the amount
for which it was awarded.
The awards database has a history of 7 years.
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MERX Customer Support Monday to Friday 7 AM – 8 PM ET
1-800-964-MERX (6379)
www. .com
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