BUYERS GUIDES
Market Consultation (MC) Workflow & Project Setup Guide
This user guide has been developed to help buyers understand how to set up a project with a pre-procurement stage for a Market Consultation Event . Audience: Buyers Pre-Requisites: Workflows with a Pre-Procurement Stage already created in the library. For more information, please visit Create & Edit a Workflow
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Market Consultation (MC) — Workflow & Project Setup Guide START
Yes
Know the RTM? No
Standalone (MC Only) PROJECT SETUP
WORKFLOW SELECTION
No RTM (Select Later)
Under Threshold / Open / CFP
1. Create Project and do not choose RTM
1. Create Project
1. Create Project
2. Select Market Consultation WF (Pre-Procurement stage only)
2. Select WF without RTM (from your library)
2. Select WF with RTM (UT / Open / CFP) which can include PreProcurement Stage(s)
3. Run MC / Pre-Procurement Stage
3. Run MC / Pre-Procurement Stage
3. Run MC / Pre-Procurement Stage
4. Review Responses
4. Review Responses
4. Review Responses
STAGES & EVENTS
4. Publish ITT Event
END
5. Manually add next e-Tendering and Contract Management stages/events as required 5. Evaluate Responses
→ Joins RTM column
Select RTM
6. Award Contract
END
MC is NOT possible within a Further Competition, RFQ or Clever Quote. For EOI in FC, create a standard FC and edit the event headings before issue. Create a second FC to invite selected suppliers.
Tip: If the RTM is not known, leave blank and issue the MC. Following MC, either create a new project with agreed RTM or edit the project details and select RTM. It is NOT possible to add in a new workflow when deciding the RTM so the required stages (E-Tendering/CM) must be manually added.