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RECORDING

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QUESTIONS

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TRAINING

Search. Find. Bid. Win.

Using MERX To Help Grow Your Business

FIND OPPORTUNITIES OPPORTUNITY MATCHING

PARTNERSHIPS

MARKET INTELLIGENCE

WIN CONTRACTS NEGOTIATIONS

GROW YOURBUSINESS

BUSINESS OWNERS

ANALYSTS

TRANSLATORS

CONSULTANTS

ARCHITECTS

HOSPITALITY

HEALTH SERVICES

CONSTRUCTION

ENGINEERS

YOU

GENERATEINVOICES

QUOTES &PROPOSALS

DELIVERCOMMITMENTS

[email protected] | www.merx.com | 1-800-964-MERX

++MANY MORE…CANADIAN PUBLIC TENDERS


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POWERED by

AGENCIES, CROWN & PRIVATE CORPORATIONS




POWERED BY MERXAll OPEN solicitations from the private portals are reposted on to MERX.com so you can find them the same way you would find any open solicitations.

Keep in mind, however that registration or qualification to do business with these organizations does require a separate subscription. The details are available on each respective site.

Please contact our customer support centre for more information

POWERED by




• Simple• Advanced• Opportunity

Matching Profile

SEARCHING M3…




• Simple• Advanced• Saved Searches

SEARCHING M4…




•Abstract // Follow•Order Documents• Follow/Amendments•Printing

FINDING…




• Questions & Answers•Electronic Bid Submission(EBS)Tutorial w w w .m e r x .c o m /t u t o r ia l s

BIDDING…



http://www.merx.com/tutorials


• Awards • Debrief• Closed• Document Takers List

WINNING…

MERX3 (Pre-March 2017)MERX4 (Post-March 2017)




Search, View and Download NoticesOrder & Preview documentsFollow OpportunitiesIdentify potential partnerships** (DRL)Opportunity Matching ProfileAccess Awards Database**Electronic Bid SubmissionQuestions & Answers**

$55

$32/opportunity

SUBSCRIPTIONS – Canadian Public Tenders

FREE

BASICLimited Access

CANADIAN PUBLIC TENDERS $27/month$248/year*

COMPLETEAll Access Package

unlimited

$32/opportunity

* Represents a savings of $76/year.** When made available by the buyer.

NEW TO MERXBEST OPTION




SUBSCRIPTIONS – Agencies, Crown & Private

$32 per Opportunity

PAY-AS-YOU-GO

Search, View and Download Notices*Order & Preview documentsFollow OpportunitiesIdentify potential partnerships** (DRL)Opportunity Matching ProfileAccess Awards Database**Electronic Bid SubmissionQuestions & Answers**

$32 per opportunity

AGENCIES, CROWN & PRIVATE CORPORATIONS $248per year per organization

ANNUAL BY ORGANIZATION

included

*Unlimited for annual subscription**Where available




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.

BEST PRACTICES

Above list is borrowed from Michael Asner – RFP Mentor | www.rfpmentor.com



http://www.rfpmentor.com/

[email protected] | www.merx.com | 1-800-964-MERXwww.merx.com/events

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PROCUREMENT TRAINING




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$100 OFF every half day workshop

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Exclusive Discounts for MERX Complete Subscribers

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VIEW WORKSHOPS HERE

PROCUREMENT TRAINING




SCREENVIEW DEMONSTRATION

RUNS BEST ON GOOGLE CHROME!




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 PM ET

HOMEPAGE

Access our Tutorials directly

Register for the next live Supplier Webinar from our

Events page

Login or register here




POST LOGIN

Opportunities provides access to Searching, Managing your ‘Opportunity Matching’ and

your E-bid submissions

Account Activity allows you to see what you have ordered.

To view your MERX4 account activity, you need to click Bid Management M4 to access.

Manage My Account provides information about your

account, preferences can be managed here and you can access account statements. Information includes links to any

announcements, business resources, events and FAQs

Search field is located here

Performance Management M4only appears if you are a

Complete Annual subscriber

This appears if you happen to be invited

to opportunities.




POST LOGIN SEARCHING MERX3

Search since last login

Choose to search in the Open, Former or Awarded opportunities

Highlights Opportunities available within Agencies, Crown and Private sector organizations 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 open

the Opportunity Abstract




Bid Management is where you can manage your bids on MERX4

My Searches is where you save a typical search related to what you are looking for, based on criteria. Select from the

criteria on the left, then click Save Search. Provide a name and it will

appear in the drop-down menu.

Click on the title of the opportunity you are interested in for more details, access to the Notice

description and tender documents.

Return to www.merx.com

Change language French/English

See our Tutorials page

POST LOGIN SEARCHING MERX4




Use the ‘Must have’ and/or the ‘Must NOT have’ for a more refined search query

When searching MERX, you willreceive better results when usingAND or OR between your search terms in the keyword search field. You may also use parenthesizes to group words together.

a) construction and engineeringb) construction or engineeringc) (construction engineering) OR (construction services)

You may also consider additional refining elements by using the various categories available here.

ADVANCED SEARCH MERX3 (merx.com)




The search functionality on MERX4 is predictive. As soon as you start to type in your keywords, you’ll notice a drop down of items to select from below the search field.

My Searches is where you save a typical search related to what you are looking for using the selections shown here on the left, based on the criteria you selected. Click Save Search when satisfied with the results. Provide a name and it will appear in the drop-down menu.

You have the option to refine your search by using the various categories available such as: GSIN, UNSPSC, Organization, Region of Delivery etc…

Notice also beside every section or option, a # in parenthesis. This is your at-a-glance view of how many solicitations are available in that section.

ADVANCED SEARCH MERX4 (merx.com)




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.

**Opportunity Matching profiles will search through all OPEN opportunities found on MERX, whether they are from MERX3, MERX4 or any of the MERX Portals.

Additional resources are available here: Online help: http://tenders.merx.com/opportunity-matchingOnline guide: http://marketing.merx.com/Support/Opportunity_Matching.pdfOnline tutorial: http://www.merx.com/tutorials

OPPORTUNITY MATCHING PROFILE



http://tenders.merx.com/opportunity-matching

http://marketing.merx.com/Support/Opportunity_Matching.pdf

http://www.merx.com/tutorials


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 notifications which will email you whenever an amendment is issued OR you can choose to Follow and receive amendmentswhich 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.

Large timer notifying you Time Left to Bid.

OPPORTUNITY ABSTRACT/NOTICE DESCRIPTION




Some buying organizations choose to use our Bid Intent feature. If so, you will see a button “BID INTENT” 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. 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 upload time when including larger documents in your submission.

Here is the button to order the tender documents.The next screen takes you to the order basket.

If it is a physical bid submission, it will be indicated in the Bid submission type field.

***Please be certain to read all the tender document instructions on how to submit your bid to the Buying Organization.

BIDDING




Select your delivery method and quantity. Downloading a document is included in your complete subscription. There are additional fees associated with our other delivery methods. Click Continue.

Choose the appropriate amendment notification setting (FOLLOW). Details are available in the highlighted section below.

ORDERING DOCUMENTS

If you see that documents are a hyperlink, this means you have the Complete Subscription so you are not obligated to go through the order basket. Simply click the link and the document will download. You will still appear in the Document Request List if it is available. Otherwise, click on the order button in the top corner. This will open the screen you see here on the left.




It is at the discretion of the buying organization to choose whether or not to share the List. 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 chosen to download the document(s) 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 method to provide transparency, fairness and accountability to the tendering process and create lasting business partnerships or sub-contracting opportunities.

DOCUMENT/PLAN TAKERS/REQUEST/HOLDERS LIST




If the Buying organization has enabled the Q&A function, you will see the Ask Questionbutton within the notice description. If you want to ask a question, click the button to ask your question. This will prompt you with a new window (below) that requests a subject and your question. Click submit and the Buyer responsible for this solicitation will either respond directly to you in the system as seen in the left screen, or they will publicize a list of questions and answers for all to see.

*If the Buyer makes the questions public, you will never see who asked the question. Which means, your details will not be published with your question should you ask one.

QUESTIONS & ANSWERS




In your Dashboard, you can see any solicitations that you choose to follow. If a response to one of your Questions has been replied to, you will be notified in the Dashboard. The Dashboard allows you to quickly view any activities related to the solicitations you chose to follow.

Quickly access your bids in the My Bidssection. You can view or edit from the Action column.

DASHBOARD




Click on the Solicitation No. link to view the Notice description/Opportunity Abstract from a previously ordered solicitation.

To re-download the documents from a previously ordered solicitation, 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.

ORDERED DOCUMENTSView your history of document orders from the Reports tab, then select Ordered Documents.




AWARD DATABASEWhen posted, you can view who the contract was awarded to and in some cases, the amount for which it was awarded. Find the solicitation and select the ‘Award’ tab to view the details.

The awards database contains a history that goes back 7 years.

In this example, you can see the awardee organization and the value for which the contract was awarded.

You will find the Buyer information from the NOTICE Tab. This is the individual you may contact for a debrief (where possible). Find out where you lost points, where you did well and this may help you for the next time you decide to bid on a similar contract.




FIND OPPORTUNITIES OPPORTUNITY MATCHING

PARTNERSHIPS

MARKET INTELLIGENCE

WIN CONTRACTSNEGOTIATIONS

GROW YOURBUSINESS

GENERATEINVOICES

QUOTES &PROPOSALS

DELIVERCOMMITMENTS

• Register Today!

• Check MERX.com everyday

• Create/Optimize your Opportunity

Matching Profile

• Keep your profile info. up to date

• Attend Procurement Training

• Visit us at MERX.com/events

• Learn more at MERX.com/tutorials

WIN WITH MERX




QUESTIONS?




MERX Customer SupportMonday to Friday 7 AM – 8 PM ET

1-800-964-MERX (6379)[email protected]

THANK YOU


