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User Guide - Regional Tender

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1. 32 REGIONAL TENDER USER GUIDE A prompt appears with a list of the choices The choices include e The list of bidders from the Bid Information section e Remove Award this choice only appears if the Awarded To Firm Name field has a value e Non Award Step Two Select a bidder to award to or choose Remove or Mon Award 50 10000 00 Joint Vendys Select a company and click O K to award the contract to that company N ote Selecting Remove A ward clears out the values of the Awarded T o subsection Selecting Non A ward specifies that the contract will not be awarded to anyone Ok Cancel Step T hree Microsoft Internet Explorer A x A prompt appears to indicate that the AN Award Information Fields have been updated award fields have been updated and remind the user that the document must Click Sawe amp Exit to save the updates still be saved to keep the changes Click OK Step Four C B M S RAGS Home Contact Us Logout MTO Regional User The Firm Total Adjusted Tender and Hohn Bmith Contr Total Tender fields of the Awarded To subsection are now computed to the Contract Business Mana t Cancel chosen contractor Enter the award date DENN eee this is required before saving since an Le umm awardee was chosen ib inactivate Low dm Jj Update Bids Firm ff N Total Adjusted Tender Total Tender 50 1000000 aim UM ndys
2. Bid Information Section 19 REGIONAL TENDER USER GUIDE Step Three Contract Details Subsection Contract Details Date Created 5 May 2003 Program Year 3002 04 Contract Humber 9003 0500 S555 Surber Region Central Tender Owner MTO Regional District 4 Burlington Area Office Length Mot Applicable Contract QE Location Required Number Date Created This field indicates the date that the document was created This field is not editable Program Year This field indicates the program year of the contract This field is always editable and always required Contract Number The contract number is the main field used to identify contracts within CBMS and is unique among all contracts where Tender Owner is MTO Regional This field is only editable while creating a new contract On existing contracts this field is not editable SSB Number This field can indicate the Shared Services Bureau Number of the contract This field is always editable and always optional Region This field indicates the Region of Ontario that the contract takes place in This field is not editable Tender Owner This field indicates that the contract is to be tendered for a regional office This field is not editable District This field indicates which district or districts within a region that the contract applies to The choices for this field are determined by the value of the Region field This field is always required and
3. Cemmacs Connecter Bon Ouali amp ed TRES x Cancel pe fave b E Select the contract Tardar Daning Date 1AE ae TRF Subrweson Closing Das Denn ms Contract Information Tender WTO Regnral 000 1313 TRF Submlesion Open Dale D4H So Step Four Company Information Corporate Name This is the corporate name of the company This is computed to the value from the contractor s NQCRF document Corporate Number This field can hold the corporate number of the company This is defaulted to the value from the contractors NQCRF document Company Tombstone Information Fields These address and contact fields include Suite Number Address City Prov State Phone Country Fax Postal Zip and Web Site Address These fields default to the values from the contractors NQCRF document Address City Prov State Country Postal Zip and Phone are all required C B M Help RAGS Home Contact Lit Logout FE R LI 5 T iii i Contract Business Management System E ipii Contes Centnractors Hos Oisalilisd TEFs M 5H Company Ifermaton a Corp ormie Pam Graham s Consulting um mm Em Comunis Imber Edit the Company Information fields as desired Sie nir Make sure the required fields are completed Bdilrezics 12 vod E Gily Catharines Prowncey ct abe Ont ario Prank EEA 555 5555 lg m Country Canada Fas Ecos 534 4540 E sch Posiazip Code w Web She Ackiress 58 REGIONAL TENDER USER G
4. m Emait ral 44 REGIONAL TENDER USER GUIDE Step Five Alternate Contact Information This section contains tombstone information for the alternate contact person for this company Comments This field can contain any extra comments that should be added to this document The company will be able to read this field The Qualifications Office will be able to read and edit this field C B M S Help RAQS Home Contact Us Logout MTO Regional Uses Contract Business Management System John amih Contracts Contractors Mow Gmalified TEF Edit the Alternate Contact Information fields as desired Caneel Lourdny Canada F Poet az Erraill a Dra A Exi ki pipe oe Alternate Contact information Click hereto copy cong an inir ration ENS s FPaoatanThao Gl JUMATE Suspe m Click here to copy the field values from the Company Information section into this section Caomeients Step Six C B M S Contract Business Management System Contracts Contractors Non Qualified TRFs m x Cancel Tr ESO E ER R eg isti al Click the Save amp Exit action to finish the EPA new registration document Status Submitted il Approve x Required Fields Company Information Jurisdiction Ontario Corporate Number Corporate Name Jason Inc Suite Number Address 4 i2 videl Cr City v st Catharines aa Frov State s Ontaria Phone 4 e s niim E ligt as Bem 45
5. RAGS Home Contact Us Logout a pines NTC Regina Uss Contract Business Management System Lohn Emil Ceanacs Comag Bon Oualied TRES Edit the Contact Information m Cancel Centact Information Click here a OKA COPAY informali o section as desired pe aee amp Exit eater Lill i C d amp urname i MA Thamaz Bita Hurk EA Bier ipp are a S Mo l Cir E Catharina f Phone race La rara a S n Pie cials Onianc T Exi onir Canada Fax facer paai PristaliZip mda Ernail D nier evi ncc one Ein p c 48 REGIONAL TENDER USER GUIDE Step Five Alternate Contact Information This section contains tombstone information for the alternate contact person for this company The section is always editable and always optional Comments This field can contain comments that should be read by the company and or the Qualifications Office This field is always editable and optional G H M 3 Help RAGS Home Contact Lis Logout Contract Business Management System ndis elec Centacs Coada Hon Qualfiad TRF amp yf Cancel Comin Carada Fas EET CE DOG I ri E ar fe 8 be DEM 3 Edit the Alternate Contact RI Areroa Information and Comments sections as desired go St Appreve Alternate Contact Information Cob Fere ho Cre corper Toren Grin Hama P iaiiii Surname Guta Humbar Sineet Andres e 12 Videl Ci City 51 Catharines Phone p Cr an90 Prag Dnisnn Est Camiri Canada T Fak man T a PostaliZg kak
6. REGIONAL TENDER USER GUIDE Result H M S Help RAQS Home Contact Ua Logout reer MTO Feeienas User Contract Business Management System inet Smh Cenmaem Camracmrs Hoa 0waliiiel TRES Daina Cntarno Canada gt fi emm Dairy Cuaon 5 10080 00 SUL er Phora 1111 111 1111 M Fad T he last view is re opened and the new document is visible with a Submitted icon i Grahame Cone ding 70 100 EO Phone 266 555 5855 Fae 05 62 45 a0 ah 12 videl Cr a Cathares Cribanb Canada amp Jason inc 70 10003 00 Sa EH E Fa G09 0 90 90 Vah jason jason Ulnkann Carla Ja SIS Phone 359 332 2331 Fa 03 G3 eh e Jaen NLC Tee 2 7 100 00 00 10 McDonald Lane MeDonaldila Gnbaio Canada i i hl f 1811 es Mrianads 50 100 40400 Phone C1 111 1111 Fac 111 111 1111 Nah bigmac com 46 REGIONAL TENDER USER GUIDE Editing a Non Qualified CRF Conditions Required NQCRF documents are always editable Step One C B M S Help RAOS Home iie is Contract Business Management System onn Smiti Lena Cenmacrgs Mos Osalilfisd TRES Open the Contractors By Company Name e Dairy Quaun or Contractors By Assigned ID view dU locate the desired document and click the document to open it h Create WCEP amp irahane Coneuitim Pon ma iddiada T Jinn HE Tae 2 71D Hoo cx MirDianslds SF EO 40 00 Step Two C B M 5 Contract Business Manager With the doc
7. Z2 D 10000 ZD 1T0L 3 00 50 Help RAOS Home Contact Us Logout MICH Fossgioinal Lei Bonn Sm Navigate to the Contractors By Company Name or Contractors By Assigned ID view locate the desired document and click to open it iL Cainwile Ontario Canada CO 101 Phnre 111 111 1111 Fo 177 111 1111 Nah dairy auuean com 12 side Cr r Catharina Crap Canada Lave 1072 Phone 55 55 5555 Fax 305 Bca AB dO Mah 12 dal Cr 2 cathares Ontsrin Csnsds EAE SKS Phone 209 Fao Fae 05 10 300 Neh REGIONAL TENDER USER GUIDE Step Two C B M S Cantract Business Management System Canta Coniac Hon Oual amp ad TRES qn Chaa Fel aam Ls TUA ae LE Information KJ iet Appears Junsdirhan Corporate Marre Sure Humber Addens 12 Vide i al Cathannes Frata Ontano Cuir Canada P eatalizi BE Sey Registration Form Cniano eon Inr Step Three 3 Do you want to approve this CRF Cancel Comornte Number With the document open in read or edit mode click the Approve action when used in read mode the screen may flash Help RAOS Home Contact Us Logout WTC Pega tesi Hann emit muanmdrans ulirg cnum LOL AUCI Lar Risinn Companii Contact information Gren Name Jason Poole Surname Thomag cute Number Dime Address 12 videl Cr Cu S Calhanine Phone ee Pivatiste intant Ext Couniry Canada Fax Cra ear Poestalizip KK Sh Err
8. A uto F ormatting Certain editable fields in the CBMS application such as telephone numbers or postal codes require their text to be in a specific format In these cases CBMS assists the user with data entry by automatically formatting text as it is typed in For example as the number 9045550000 is typed into a phone number field it is automatically formatted to look like 904 555 0000 REGIONAL TENDER USER GUIDE E xtra Information U sing V iews 1 Opening Documents To open a document from a view move the mouse over the document until the row becomes highlighted Contract Humber Document Type Region District Tender Opening Date Y Information Posted In Last Calendar Days wa 2000 1313 MTG Coriract Central Mat Applicable 13 May 2009 12 00 00 PM A 4003 1111 TU Contract Eastem Distinct 41 Kingslan O1 hiay 2009 01 50 00 Pra B 203 1111 Extension Of Tima Eastem Be ng sion 02 May 2008 01 57 00 PM Distart 47 Chiana Use a single click of the mouse to open the document 2 Using Categories When any categorized view is open the Expand All and Collapse All actions will be available in the action pane sh Expand All z Collapse All Expand All opens all categories and subcategories within the view Collapse All closes all categories and subcategories within the view To open or close a single category move the mouse over the category row until the row is highlighted 1990 71 gt Contract Tender Form b Contract Attach
9. IK Emsi asancirewindrans dinge Comments E Step Six C B M S Help RAGS Hor Contract Business Managemant System Contracts Contractors Hon Qualified TRFs x Cournri arada Fan em rn rr Postale SH Click the Save amp Exit action to finish jasongrev editing the document jiy emee al Hor Agro Alternate Contact Information Click here 1n copy company information Gen Mamm Poanion Title Sumama A Suie Humber Result The document is updated with the changes made 49 REGIONAL TENDER USER GUIDE Approving a Non Qualified CRF Regional Tender users can approve NQ CRF documents Once a Non Qualified Contractor has an approved NO CRF they become Respondent This means they can register online to bid on contracts NQTRF bid on MTO Capital contracts online and receive correspondence from Ministry through CBMS Once an NQCRF document is Not Approved by the Qualifications Office Regional Tender users are no longer able to approve it Conditions Required 1 The document must have a status of Submitted or Not Approved 2 The document must not have been Not Approved by the Q ualifications O ffice Step One C B M 5 Contract Business Management System Camada Compaen Mon hualiad TRES te Create IHHCEF MS red sace 203 B Company Nane i Banger Fang Ki Dairy Queen E ml i Graham a Conauking 5S Jaen Wet Assigned i Tono on 5O TOCDGCHOECI
10. N 55 000 00 50 000 00 Len Avan Contract Awarded To Firm Total Adjusted Tender Total Tender 50 1000000 oirt vvendys 55 OU OQ 57 000 00 Dates Sard Date EAT TTE 33 REGIONAL TENDER USER GUIDE Step Five C B M S RAOS Home Contact Us Logout aan ae MTO Regional User L ontract Business Management system prit Contracts Contractors Hon Qualified TRFs AX Camel ao Dunya A 8m Click the Save amp Exit action to finish the award process A Update Bids Pre Award Section Le JA saura Co ily deed Aa inactivate Plan Takers Section Result The contract is now awarded If the contract is awarded to a Qualified Contractor one or more performance rating documents will be created by the CBMS system when the contract is saved Regional Construction users from the same region as the contract will be able to read and edit these documents Regional Tender users are unable to read these documents 34 REGIONAL TENDER USER GUIDE Inactivating a Contract Tender Form Inactivating a contract sets the status of the contract to Cancel This means that external users will no longer be able to view the contract through the RA QS public site or the CBMS secure site contractors will no longer be able to create TRF or NQTRF documents for the contract and the contract will be no longer be editable Conditions Required 1 The contract must have a status of Active 2 The Tender O wner must be M
11. O5 23 2005 Opening Close Tender Advertise Date This field indicates the date on which the contract should become readable by external RAQS CBMS users Once the Tender Advertise Date has passed and the contract is Active the general public will be able to view the contract through the RAQS public site and contractors will be able to view the contract through the secure CBMS site If the contract has a status of Active this field is required This field is always editable Current Tender Opening This consists of two fields Tender Open Date and Tender Open Time These fields indicate the date and time that this contract s bids are scheduled to be opened Contractors cannot create TRF or NQTHRF documents for this contract after this date and time have passed If the contract has a status of Active these fields are required Tender Open Date must be greater than Tender Advertise Date If Tender Open Date is entered Tender Open Time must also be entered These fields are only editable up until the Tender Open Date has occurred Date Contract Received in Contracts Section This is the date that the contract was received in the contracts section This field is always editable and always optional Original Tender Opening This indicates the first Tender Opening Date ever entered for this contract This field is not editable TRF Submission Opening This field automatically computes to 28 days prior to the Tender Open Date This field is no
12. action Step One ea B M S Help RAOS Home Contact Us Logout MT O Raglenni Fen Contract Business Management System dioh amp mitt Cennmacts Comiactor Bon dualfied TRES Jp Expand an Contracts Ry Number Navigate to the Contracts By Number Collapse all nnb nad view and locate the contract attachment q NNNM document under the Contract E Attachments category of the desired in REI IF contract Click to open A 1138 Y osiad Teeder Farm 24 Contract 193 38 Teridar Opaning 2 Comia d Astachmants F Excel lbemized Lis Yeman 1 Tender Document version d Source Aggregate List erson b qua mm 2003 ab 02 47 00 Pra Result The contract attachment form contains the following fields from the related contract Contract Number Tender Owner Tender Opening Region District Highway Length Location and Description The Attachment field contains a link to download the attached document G B M S Help RAOS Hose Contact Us Logout MI Reginial ssl Lion Smith Contract Business Management System ConwscE Cennaztoss Ham COsalifsad TRES Details The attached document can be These haz bees an asddemdimm to the bellowing poart downloaded and or viewed by right ara EAE clicking on the link and selecting Bitschmeni Click H Save Target As or O pen in Tender Ch reer WTO Capial New Window Tender panir jA af Cz 47 00 PM Regin Eastern isini District 41 Kin
13. always editable Length This field can indicate the length of the contract ex 10km This field is always editable and always optional Contract Location This field contains a brief description of where the contract will be taking place This field is always required and always editable Highway This field can indicate which highway the contract applies to This field is always editable and always optional Project Manager This field can indicate the name of the project manager This field is always editable and always optional Core Plan Required This field indicates if a Core Plan is required for this contract This field cannot be set to Yes unless the Bonding Available for Non Qualified Contractors field is set to No This field is always editable and always required Group W P Number This field can indicate the Group Work Project Number of the contract This field is always editable and always optional Step Four Contract Description Contract Description Grading and Paving Contract Description This field should contain a description of the work to be done This field is always required and always editable 20 REGIONAL TENDER USER GUIDE Step Five Pre Award Section Dates Subsection Dates Tender Advertise 6062003 Current Tender 62972003 3i 2 00PM Date Opening Date Contract NEN Original Tender 29 May 2003 Hecaeived In Opening Contracts Section TRF Submission 05 01 2003 TRF Submission
14. are no approved TRF or NQTRF documents for this contract OR this contract has been Inactivated this subsection is not visible Otherwise this subsection has the following fields Firm This is the name assigned ID and TRF Bid Type of the company from the Bid Information Section that has the lowest Total Adjusted Tender This field is automatically computed each time the Update Tender Totals action is performed This field is not editable Total Adjusted Tender This is the Total Adjusted Tender of the company from the Bid Information Section that has the lowest Total Adjusted Tender This field is automatically computed each time the Update Tender Totals action is performed This field is not editable Total Tender This is the Total Tender of the company from the Bid Information Section that has the lowest Total Adjusted Tender This field is automatically computed each time the Update Tender Totals action is performed This field is not editable 24 REGIONAL TENDER USER GUIDE Step Fifteen Awarded T o Subsection Awarded To Firm Total Adjusted Tender Total Tender FO 1000 20 Simple The Keg 70 DOG D 38D 000 00 Tender Depasit Type Bid Band Certified Cheque C Imeuacahle Letter of Credit Tender Oeposd Recemed C Vea amp Ma Payment ar Peformance Bond Veo Ma Recaiedg If there are no approved TRF or NQTRF documents for this contract OR this contract has been Inactivated this subsection is not visible Otherw
15. ends 30 00 82 00 7O 10001 00 Simple The Keg 30 00 30 00 Bidding Completa Yas Mp If there are no approved TRF or NQTRF documents for this contract this section contains the text There are currently no TRFs for this contract If there are one or more approved TRF or NQTRF documents for this contract this section has the following fields Company This is a list of all companies with approved TRF or NQTRF documents for this contract The list contains each company s name assigned ID and TRF Bid Type This field is not editable Total Adjusted Tender This is a list of the Total Adjusted Tender for all companies with approved TRF or NQTRF documents for this contract This list corresponds horizontally to the Company list This field is only editable indirectly through the Update Tender Totals action Total Tender This is a list of the Total Tenders for all companies with approved TRF or NQTRF documents for this contract This list corresponds horizontally to the Company list This field is only editable indirectly through the Update Tender Totals action Bidding Complete This field indicates whether or not all bids have been received for this contract This field must be set to yes before a contract can be awarded When visible this field is always editable and always required Step Fourteen Lowest Bidder Subsection Award Section Lawest Bidder Firm Total Adjusted Tender Total Tender 0 00 0 00 If there
16. is optional If entered the value for this field must be a valid email address Fax This field can contain the fax number of the contact person for this contract This field is optional If entered the value for this field must be a valid nine digit phone number Primary Contact Details First Mame Phone ast Mare Extensian Email Address Fax Enter the primary contact person s first name last name and phone number These fields are required If desired enter the primary contact person s email extension and fax number These fields are optional Step Seven Instructions Special Instructions This field can contain any special instructions for the contract that possible bidders should know This field is optional Bid Enquiry Instructions This field is required and should contain a brief description of how contractors can perform bid enquiries about this contract Order Instructions This field is required and should contain a brief description of how contractors can order Tender Documents related to this contract If desired enter any special instructions for this contract This field is optional Special Instructions Bid Enquiry Instructions BidEnquiryInstructions 0000000000000 Order Instructions 4 Enter the bid enquiry and order instructions for this contract T hese fields are required REGIONAL TENDER USER GUIDE Step Eight Classifications of Work Classification of Wo
17. m P t when used in read mode the screen cad Py Gard Pi es Untarin may flash Lada With the document open in read or edit eara ndocanauilm cam CERCA ESI Cer Y EDI Relzied Companies Contact information Gren Hame son FosrianiTiie Surname Thomas Sura Hunt Eiragt ech paige 12 Vidal Cr Ci Ei Caiharingz Frani aen acen Pirate Ontario Ext ni ni Carada Fas FEET CED XCECI Postal Kak 21 Errail amependa ns Hira oom Step T hree Microsoft Internet Explorer Step Four Explorer User Pr A prompt appears asking for comments on why the application is being Not Approved these will be visible to company This is required to complete the Not Approve action Enter the relevant comments and click OK to finish the Not Approve action Script Frompt You MUST enter comments on why this is not being approved Cancel 54 REGIONAL TENDER USER GUIDE Result C B M S Help RAGS Home Contact Us Logout RING Regiae U Contract Business Management System ipei Cantus Contrecer on 0u a sd TRIES p Contractors By Company Name SENENDR Hanse Assigned ID Contact nife 10 Burger Awa The last view is re opened and the document now has the Not Approved icon l Darpa Dainpila Drtario Canada Ci D iii Pharec 11 111 1111 Fax 177 111 1111 Nah dairy ci qiean cor 12 idej Cr St Cathanres Ortadi Canada Lh 102 Phone 55 HEET Fax 0
18. should contain a brief description of the additional input that the Contracts Office is requesting surrounding this enquiry Contracts Office Response Details Fasponse Date and Time Outstandine Egspanse Text Lammenta Please clarify on question three af ihe attached questions Tit 64 REGIONAL TENDER USER GUIDE Step Six Hegional Office Response Details This section contains the fields needed to respond to the request for additional information These fields will remain editable until the enquiry is saved with the Regional Office Status field set to Yes Response Originator This is the name of the last Regional Tender user to edit this enquiry This field computes automatically and is not editable Response Date and Time This is the most recent date and time that this enquiry was saved with the Regional Office Status set to Complete Regional Office Status This is the status of the regional response This should be set to Complete when the response is ready to be reviewed by the Contracts Office Once the enquiry is saved with this field set to Complete the Contracts Office is emailed a notification stating that the enquiry has received regional input and the document is no longer editable by Regional Tender Users Hesponse Text This field should contain the actual regional input for this bid enquiry Attachments Small files can be attached to this bid enquiry by first clicking Browse to select a file from your co
19. that only the rows on the current page of the view are searched To search more pages at once select a higher number of Lines per page 10 REGIONAL TENDER USER GUIDE Chapter Contract Tender Form T he following C hapter describes the C ontrad T ender Form and all assodated ations that can be performed Tender users can create activate edit and inactivate in effect cancel MTO Regional contracts from their own region using the Contract Tender Form They can also award a contract and remove the award of a contract CTF s can be accessed in a number of different views i He Contract Tender Form CTF is an integral part of the CBMS System Regional For the purpose of describing the above actions we will be ON REY using the Contracts By Number view This is accessed Draft Contract Tender Form through the Contracts View By Contract Number menu Active Contract Tender Form Item X Inactivated Contract Tender Form 11 REGIONAL TENDER USER GUIDE Creating a Contract Tender Form Conditions Required 1 All required fields must be correctly completed required fields are indicated with red checkmarks before a new contract can be saved Step One C B M S Contract Business Management System Expan l All Collapse All Create HOTRF x6 Create CTF Find Contract Busi x Cancel Le Save amp Exit Iv d Activate RAQS Home Contact Us Logout MTO Regional User Jahn Smit
20. the Bonding Available for Non Qualified Contractors the field defaults to Y es If Yes is selected enter the Performance Bond and or the Payment Bond fields Step E leven N otes Capital Contract Notes This field contains optional text describing the capital contract Capital Contract Notes Enter any extra notes here This field is optional Step Twelve Hequired Field Recap The following fields must be filled in before a new contract can be saved Contract Number must be unique among all other MTO Regional contracts District Contract Location Contract Description Primary Contact First Name Primary Contact Last Name Primary Contact Phone must be a 9 digit number in the format Bid Enquiry Instructions Order Instructions Classification of Work you must select at least one C B M S Contract Business Management System Contracts Contractors Non Qualified TRFs x Cancel a Save amp Exit Stetus Last Updated By a Once all fields have been completed as desired click the Save amp Exit action to finish gt Pre Award Section 17 REGIONAL TENDER USER GUIDE Result C B M S ROS He Contract Business Management System Contracts Contractors Non Qualified TREs S Miede Contracts By Number Coise All 4 Creme HORE CU Hess p Bae 1990 71 P 1951 38 F 1993 7 The document is saved and the Contracts By Number view is re P 199323
21. 3 opened The newly created contract is shown in the view with the P q003 97 draft icon b 4958 70 b 2000 112 F 2000 1313 b 001 5900 b 2003 0002 MT 150 Contract Tender Form A Contract 000500 Tender Opening 29 May 2009 at 12 00 00 Ph 18 REGIONAL TENDER USER GUIDE Editing a Contract Tender Form Conditions Required 1 The Status of the contract must be D raft or Active 2 The Region of the contract must be the same region as the current Regional T ender user 3 The Tender O wner of the contract must be MTO Regional 4 All required fields must be correctly completed before saving the document Step One C B M S Contract Business Management System Contracts Contractors Non Qualified TRFs sgh Expand All zm Collapse All Create NOTRF Lines per page 30 p Create CTF 1990 71 No Find P 1991 38 1993 09 P 1993233 Navigate to the Contracts By Number highlight the desired b 1993 97 contract and click to open it P 1998 20 b 20000012 2000 1313 2001 8900 P 2003 0002 2003 0500 Contract Tender Form Pj Contract 4003 0500 Tender Opening 29 May 2003 at 12 00 00 PM Step T wo C B M S Contract Business Management System Contract With the document open in read d TRFs mode click the Edit action to place it in edit mode Activate Delete Note the Close action is available in read mode to close Plan Takers Section the document and return to the last view
22. 5 E 464 hla 12 ERI Cr St cathares Ontario Ganada KS Jason he 7D 10C3 00 Phone C03 C Fax 09 BUSHI weh amp Burger Eng En E Dain Queen 60 1008000 ice Ghana Ci rra ujat ZD 10DIT2 20 55 REGIONAL TENDER USER GUIDE Chapter Non Qualified Tender Registration Forms T he following C hapte describes the N on Q ualified T ender Registration Form and the assodated adions Tender Registration documents It is also used to create NOTRF documents on he Non Qualified Contractor Registration Form is used to view Non Qualified behalf of Non Qualified Contractors by proxy for MTO Regional contracts Once an NQTRF document is created for an MTO EON F Regional contract it is automatically approved Only one K gt Approved NQTRF approved NQTRF document can exist per contractor per E Not Approved NQTRF contract amp Submitted NOTRF 56 REGIONAL TENDER USER GUIDE Creating a Non Qualified TRF Conditions Required T here are no conditions required to create an NQTRF document Step One E B M S Peis RAOS Hare Contact Las Logout i BAT Fault od Loos Cantract Business Management System ohn E mithi Cokan Cennmactoss Mos Oualiliad TRF amp d Expand All Doper ON E Creae Ho TF f 4 T Conrac T Tr Navigate to any view under the Contracts or F Grahiasr s Conselting Tete Non Qualified TRFs heading and click the t The Keg 0 160010 Create NOTR
23. 803 0625 F 28 3 1111 F 2803 1112 Step Two G B M S Hep RAGS Heme Canter Us Logout Contract Business Management System Mm irte Cente Contractors Mos Omalilisd TRES ye Back 2003 051 Bid Enquit 7 Click on the Edit action to place the contract Gena document in edit mode Engin Drgnsl i m g and Time Tif S g 2D OF 43718 Pl Contract Humber 2K Terslpr Gener KTO Capila Regan Caniral Districl Burlirgian Ares fice Higreny L mo i D escnption da Enquiry Details Type af Erqury General Conditiins Enquiry Text Piori ape rv aibached queshorrs Contracts Office R nsa Details Baspanse Cate and Time uf standing Raspunaz Taxi L1ll 4 1 VM T Comments Please clarify on question three of ihe attached cuestion fat Regional Office F spanse Details mageni wies OP BEENIE O 5o Respunes Cori nator Resp late are Time Cut et anii Reagana Ciee Eialuc ine andi Response Tari Comments Attached Documents Enquiry Gnginator Attachments BH 63 REGIONAL TENDER USER GUIDE Step T hree Contract Details Section The fields in this section are read only and give information about the enquiry and its related contract Enquiry Originator This field contains the name of the company that originated the enquiry If the Contracts Office created the enquiry the originator is MTO Contracts Office Enquiry Date and Time This field contains the date and tim
24. Call Open Bids Awarded in Last 30 Days gt Tender Procedures MTO Info Find ES te v When accessing CBMS for the first time the user should try navigating the different links and menu items to get a feel for how the interface works REGIONAL TENDER USER GUIDE E xtra Information D ate Picker For all editable date fields in the CBMS application after the cursor is placed into the field via the mouse or Tab key a D ate Picker appears over top of the field to facilitate easy data entry Click here to empty out the contents of the date field J LS eee Click here to close the date picker without changing the contents of the date field Click here to clear field The current value of the date field or the current date if the date field is empty is highlighted in red Clicking on a day will set that date to the date field and close the date bs bs br ps ps Bo m LPO E xtra Information Time Picker For all editable time fields in the CBMS application after the cursor is placed into the field via the mouse or Tab key a Time Picker appears over top of the field to facilitate easy data entry Click here to empty out the contents of the time field Click here ta clear fiel Select a time using the drop down boxes and click O K to set the 12 Oo Ph value into the field OR click Cancel to close the time picker without selecting a time Ok Cancel E xtra Information
25. Contract a Daum Plan Takers Sectio The Total Adjusted Tender and Total en ucro Tender amounts for the chosen Click Save amp Exit to z j company have been updated keep the updates Biel Information Sg Noc o c BN Compan Tender al Tender 50 10000 00 Joint Vendy 55 000 00 50 000 00 F0 10001 00 Simple The Ke or 0 000 00 S 000 00 Bidding Complets C Yes hg REGIONAL TENDER USER GUIDE Creating a Bid Summary A bid summary report can be created for an active contract once it has at least one approved TRF or NQTRF This report lists details about each qualified bidder Conditions Required 1 The contract must be in read mode 2 T he contract must have a status of Active 3 The Tender O wner must be MTO Regional 4 The contract must be from the same region as the current Regional Tender user 9 The contract must have at least one approved TRF or NOTRF Step One C B M S RAOS Home Contact Us Logou x MTO Regional Use Contract Business Management System ohn Smitt Contracts Cont actors Hon Oualified TEF F P x Dir ve saa Open the desired contract in read mode giten LT and click the Bid Summary action Plan Takers Section A palate Bids m Award Contract amp Eu Infaencstinn Sandinrn 40 REGIONAL TENDER USER GUIDE Result A Bid Summary is created for the selected contract The Bid Summary displays information about the contrac
26. E action Step Two A prompt appears asking for the company Please choose a that the NQTRF document is being created caomoany on behalf of The list of choices includes all Respondent Non Q ualified Contractors The Keg Select the desired company and click OK Oke Cancel 57 REGIONAL TENDER USER GUIDE Step T hree Tender This is the contract number and tender owner of the contract that the NQTRF is being created for This field is required The list of choices includes contracts where Bonding Available for Non Qualified Contractors is set to Yes Status is Active The Tender Advertise Date has passed The TRF Submission Open date has passed The Tender Open Date and Time has not passed The contractor does not already have an approved NQTRF document created for it The Tender Owner is MTO Regional The Region is the same as the current Regional Tender User Tender Opening Date This automatically computes to the Tender Opening Date of the currently selected contract This field is not editable TRF Submission Open Date This automatically computes to the TRF Submission Open Date of the currently selected contract This field is not editable TRF Submission Close Date This automatically computes to the TRF Submission Close Date of the currently selected contract This field is not editable CG B M 3 Help RAQS Home Contact Us Logout z a i E amp naa 1 Contract Business Management system Em
27. ES x e mei Enter the Alternate Contact Information and iar Save amp Exh aia debge Comments as desired Alternate Contact Information Gran Hara PoskianiTils amame Bulla Number I IN EE City Frane Provin arsisia tario Fai Couniny Cargada Fas Peab Ce O e e Comme rntz 59 REGIONAL TENDER USER GUIDE Step Seven C B M S Contract Business Management System Contracts Contractors Non Qualified TRFs Country Canady m Postal Zip Code P 4 Cancel gp Save amp Exit Click the Save amp Exit action after all fields are completed as desired Alternate Contact Information Given Mama Result C B M S Help RA OS Home Cont Nr Contract Business Management System Comracts Comtractors Mon Oualdied TREs Expand Al The NQTRF document is saved with a status of gt Collagen Al approved and the last view is re opened If the view contains NQTRF documents the newly d Crests noTes m per page created documents will be visible Mo Fid Graham s Consulting 70 3000 ga aD ACC cS Approwed 2000 1313 us Approved T The Keg 70 10001 00 139071 i Submited u n Vs Approved 2000 1313 Ke Anno ODD 77 77 E Approved 206 0400 vs Approved ida Ks Appro 60 REGIONAL TENDER USER GUIDE Chapter Bid Enquiries T he following C hapter describes Bid E nquiries and all assodated actions Contracts Office users can creat
28. Expand All zm Collapse All E ai Navigate to the Contracts By Number ty Create CTF FEET view locate the desired contract and click Q Find E to open tt b 1993 09 b 1993 233 b 1993 97 b 1998 20 2000 0012 gt 2000 1313 b 2001 8900 2003 0002 gt 2003 0500 2003 0501 Contract Tender Form Contract 2003 0501 Tender Opening 29 May 2003 at 12 00 00 PM 30 REGIONAL TENDER USER GUIDE Step Two C B M S Contract Business Management System Contracts Contractors Non Qualified TRFs C OB eres Contract Tender Form P Edit Status Orat Ststus Last Undated By John Sn Once the document is open click the Activate action this is also available during edit mode S Delete Pre Awara L Plan Takers Section Activate Result C B M S RAS Home Cont Contract Business Management System Contaci Contactor Hen Oualified TREE dp Framed a Contracts By Number Collapse Af fosa E r The document is activated and saved the Mo Find P 4991 38 screen may flash when Activation is done im 00 4994 09 in read mode and the Contracts By k 3951 223 Number view is re opened The document k 1993 97 now has the Active icon beside it b 1938 20 k 2000 0012 F 2000 1313 k 2001 8980 k 20030082 H 2003 0500 7 2003058 T Condlia Tender Form zj Contract 2003 0601 Tender Opening 29 May 2008 at 120000 PM 31 REGIONAL TENDER USER GUIDE Awarding a Contract Tender Form Once the bid
29. IES THU GPE E ee Regional Office Reiponie Daami Response Criginaior Response Daje and Tire Outstanding Regional Ofice Status C Outstanding Cormaleba Response Text my response i Adiach ducurmenis fr Add Anechmert Erreza Cpormenis El AnA hed Docursents Enquiry Ongnator Attachments guestinriz bat Contracts Office attachment H Regional Administrator Attachments Result The document is saved If the Regional Office Status was set to complete the document is no longer editable by any Regional Tender users and the Contracts Office receives an email notifying them that this enquiry has received regional input 66 REGIONAL TENDER USER GUIDE Chapter Contract Attachments T he following C hapter describes how to view download contrad attachments Book Tender D ocument etc Contractors can then purchase these attachments M to Capital contracts can have contract attachments created for them ex Plan through the secure CBMS site However regional users Construction or Tender can download these attachments automatically through the Regional interface Contract Attachments can only be viewed from the Contracts By Number view They are categorized under the number of their related contract ICON KEY c Contract Attachment 67 REGIONAL TENDER USER GUIDE Downloading Viewing Contract Attachments Conditions Required T here are no conditions required to perform this
30. Ontario CBMS Regional Tenders User G uide REGIONAL TENDERS USER GUIDE Administrative User Guide Rewind Consulting Inc Table of Contents Introduction CHAPTER ONE GETTING STARTED Logging In Navigating CBMS CHAPTER TWO CONTRACT TENDER FORM Creating a Contract Tender Form Editing a Contract Tender Form Activating a Contract Tender Form Awarding a Contract Tender Form Inactivating a Contract Tender Form Deleting a Contract Tender Form Updating Tender Totals Creating a Bid Summary CHAPTER THREE NON QUALIFIED CRF Creating a Non Qualified CRF Editing a Non Qualified CRF Approving a Non Qualified CRF Not Approving a Non Qualified CRF CHAPTER FOUR NON QUALIFIED TRF Creating a Non Qualified TRF CHAPTER FIVE BID ENQUIRIES Responding to Bid Enquiries 12 19 30 32 35 37 38 40 43 47 50 53 57 62 CHAPTER SIX CONTRACT ATTACHMENTS Downloading Viewing Contract Attachments CHAPTER SEVEN CONTRACTS VIEWS Contracts By Number View By Tender Opening Date Contract Bulletin 5 Year Contract History View Contracts By Regional Map CHAPTER EIGHT CONTRACTORS VIEWS View By Company Name View By Assigned Id CHAPTER NINE NON QUALIFIED TRFS View By Company Name View By Contract Number View Archived INDEX 68 69 70 71 72 13 75 76 77 78 79 REGIONAL TENDER USER GUIDE Introduction T his guide details how a Regional Tender user can access and use the CBMS system Th
31. R USER GUIDE Step Twenty Award Comments If this contract has been Inactivated this subsection is not visible Otherwise this subsection has the following field Award Comments Award Comments This can contain any comments related to the awarding of the contract This field is always editable and always optional Step Twenty O ne Post Award Section If this contract has been Inactivated this subsection is not visible Otherwise this subsection has the following fields v Post Award Section Post Award Dates Date of Substantial Performance Published Date of Certification of Completion Date af Final Contract Acceptance Post Award Comments Date of Substantial Performance Published This is the date on which a contract is for all intents and purposes complete This field is always editable and always optional Date of Certification This is the date on which a contract is 10096 This field is always editable and always optional Date of Final Contract Acceptance This is the date when the warranty period of a contract expires This field is always editable and always optional Post Award Comments This can contain any comments related to the contract after it is awarded This field is always editable and always optional Step Twenty T wo C B M S Contract Business Management System Contracts Contractors Non Qualified TRFs x Cancel f Save amp Exit ee tats Awarded Updated By Joh ge
32. TO Regional 3 The contract must be from the same region as the current Regional Tender user 4 The Tender O pening D ate must not have passed Step One C B M S RAQS Home Contact Us Loc Tent Et MTO Regional Contract Business Management System mee Contracts Contractors Non Qualified TRFs iaa Close f Hit ius Active O pen the desired contract in read or edit mode and inariwstz click the Inactivate action Faf Create HOTRF Pre Award Section b Dian Talare Cartinn A prompt appears to confirm the Inactivation Click OK to continue if performed during read mode the screen may flash after clicking OK 35 REGIONAL TENDER USER GUIDE Result C B M S RAQS Home Contact Us L Contract Business Management System d Contracts Contractors Non Qualified TRFs A m Contracts By Number zm Collapse All Create HOTRF Lines per page seo ty Create CTF o b 1990 71 b 1991 38 b 1993 09 b 1993 233 b 1993 97 b 1998 20 The last view is re opened and the contract now b 2000 0012 has a Cancel icon next to it gt 2000 1313 2001 8900 2003 0002 2003 0500 2003 0501 Coniraet Tender Form x3 Pract 2003 0501 Tender Opening 29 May 2003 at 12 00 00 PM n 1 gm H et roma PN FINI 36 REGIONAL TENDER USER GUIDE Deleting a Contract Tender Form Draft contracts can be deleted if desired This removes them permanently from CBMS D eleted contracts are not recoverable so deletion of contra
33. UIDE Step Five Contact Information These fields contain tombstone information of the primary contact person for the company with regards to this contract The Given Name Surname Phone and Fax fields are required All other fields are optional If this contractor has any approved NQTRF documents already in the system for any contract these fields will default to the values entered on the last approved NQTRF document B M S Help RAFE Home Gontact Ws Logout z m n Bm m ERR En Contract Business Management System doch anes Cantracts Contractor Hon Gualified TRFs f A x Caneel Contact Inform ation Gren Mame uF Enter the Contact Information fields aa acct as desired Make sure the required Bubs Humber fields are completed Andrazz ay Pmw4 ogo Piodnces State Oriani Ext Cpuntry Canada E Fas 203 333 2833 Praal Code Email Step Six Alternate Contact Information These fields contain tombstone information of the alternate contact person for the company with regards to this contract All fields are optional If this contractor has any approved NQTRF documents already in the system for any contract these fields will default to the values entered on the last approved NQTRF document Comments This field can contain any additional comments about this NQTRF document G B M S Help RAGS Home Contact Us Logout Contract Business Management System piii creer Com ace Cinkas on a mied TR
34. actions can be performed while this view is open e Create NQCRF e Find View By Assigned Id Areigned ID ig pep sane Marra Damast infa 1i Wendy ne Vend pie Dixi Cards WP TV Fiera 51111111111 Fax 111 111 1111 feb fond techy cora iD B ga por aye Wisdsc ux EE PLL Burger Fan aL Es LLL gt WHAT DOES THE VIEW CONTAIN T his view contains the following types of documents e All Non Qualified Contractor Registrations NQ CRF e All Qualified Contractor Registrations CRF that have expired in the last year or are approved gt WHERE IS THE VIEW LOCATED This view is accessed by clicking on Contractors View By Assigned ID Contracts Contractors Non Qualified TRFs ay View By Company Mame View By Assigned ID P HOW IS THE VIEW SORTED T he view is sorted ascending by Assigned ID gt WHAT ACTIONS ARE AVAILABLE FROM THE VIEW The following actions can be performed while this view is open e Create NQCRF e Find 76 REGIONAL TENDER USER GUIDE Chapter Non Qualifled TRFs Views T he following C hapter describes all of the views contained under the N on Q ualitied TRFs View By Company Name l x tonirad Ha Status fenaham s Casting 70 WHO dd Hae Ka Approved 20 1415 Ea Apres gt WHAT DOES THE VIEW CONTAIN T his view contains the following types of documents e Non Archived Non Q ualified Tender Registrations N QTRF TRF and NQTRF documents are currently archived t
35. ail jasanc rewndrans ultirg cam A prompt appears to confirm the approval Click OK to continue REGIONAL TENDER USER GUIDE Result G H M 2 Help iOS Home Contact Us Logout unire Eusndne MTO Regional Uea Cantract Business Management System Hohe Smii Camiincm Cobac Hon Dual amp edl TRAFE kom Contractors By Company Name Ao Fiad LDPE DE DUE Company Hanse Assigned ID Contaat Info 10 Burger Ave Banger Ontario Canada PONE The last view is re opened and the NQCRF document has the Approved icon beside it Cainvile Ontario Canadas Cio 101 Phore 111 111 1111 Fax 111 111 1111 Web daryiiqueen rpri 1 2 videl Cr a Cathamwz Ontario Canada Lavy 102 Phone 665 666 6655 Faw 05 Rea ABdO Wal 12 videl Cr zx Cathaniraa Crab Cana da EAE SKS Phone 05 POARI Fa 309 ea Web E Caly Queen All 10060400 eo Cara beum s Corsy ZD 1000 24011 i dasan inc ZD 400 3400 52 REGIONAL TENDER USER GUIDE Not Approving a Non Qualified CRF Regional Tender users can Not Approve NQCRF documents If a Non Qualified Contractor does not have an approved NQCRF they are Non Respondent This means they cannot register online to bid on contracts NQTRF bid on MTO Capital contracts online or receive correspondence from Ministry through CBMS They are only able to edit their NOCRF document view contracts and purchase documents online for MTO Capital contracts Once an NQCRF doc
36. contract applies to The choices for this field are determined by the value of the Region field This field is required Length This field can indicate the length of the contract ex 10km This field is optional Contract Location The Location field contains a brief description of where the contract will be taking place This field is required Highway This field can indicate which highway the contract applies to This field is optional Project Manager This field can indicate the name of the project manager This field is optional Core Plan Required This field indicates if a Core Plan is required for this contract Note that both the Core Plan Required and the Bonding Available For Non Qualified Contractors fields cannot be set to Yes at the same time Group W P Number This field can indicate the Group Work Project Number of the contract This field is optional Contract Details Date Created 2 May 2U003 Program Year 3002 04 Contract Number Y sob Number Region Central Tender Owner MTO Regional District 4 Burlington Area Office Length Mot Applicable Contract Location Highway Project Manager Core Plan C Yes Mg Group VV P Required Nurmber Enter a contract number choose one or more districts hold the Shift or Ctrl key for multiple selections and enter the contract description These fields are required If desired enter values for the other fields in the Contract D eta
37. cts should be done carefully Conditions Required 1 The contract must be in D raft status 2 The Tender O wner must be MTO Regional 3 The contract must be from the same region as the current Regional Tender user Step One C B M S Contract Business Management System Contracts Contractors Non Qualified TRFs qa Close P Edit zu Activate O pen the desired contract in read or edit mode and v click the Delete action Delete t Pre Awa L Plan Takers Section Step T wo Microsoft Internet Explorer E X E as 2 Are you sure you want to delete this CTF A prompt appears to confirm the deletion Click OK to continue if performed during read mode the screen may flash after clicking OK Result The contract is deleted from the database 37 REGIONAL TENDER USER GUIDE Updating Tender Totals Each company with an approved TRF or NQTRF should have their bids entered into the contract after tender opening occurs This action allows the Total Tender and Total Adjusted Tender values to be entered for each company in the Bid Information Section Conditions Required 1 The contract must have at least one approved TRF or NQTRF 2 The contract must be from the same region as the current Regional Tender user 3 The Tender O wner must be MTO Regional 4 T he contract must have a status of Active Step One C B M S Contract Business Management System Contracts Contractors Non Qualified TRF
38. date on which the contractor must have completed all tendered bid work This field is always editable and always optional 26 REGIONAL TENDER USER GUIDE Step Eighteen Schedule Subsection If this contract has been Inactivated this subsection is not visible Otherwise this subsection has the following fields Schedule Work Schedule Not required Sent Returned Critical Path Schedule C Yes No C Recieved Materials Schedule Not required Sent Returned statement of Imported Content Not required C Sent C Returned Appointment of Agent Not required Sent Returned Guality Control Plan Appendix Required Not Required Required Number of bid days in A B bidding n n Working days Number of Working days Work Schedule This field indicates if the work schedule was sent returned or not required This field is always editable and always optional Critical Path Schedule This indicates if the critical path schedule has been received from the contractor This field is always editable and always optional Materials Schedule This indicates if the materials schedule was sent returned or not required This field is always editable and always optional Statement of Imported Content This indicates if the statement of imported content was sent returned or not required This field is always editable and always optional Appointment of Agent This indicates if the appointment of agent was sent retu
39. der users can also Not Approve and Approve Non Qualified Contractor Registration documents unless they have already been Approved or Not Approved by the MTO Qualifications O ffice I he Non Qualified Contractor Registration Form is used to view Qualified and Non Without an approved NQCRF a Non Q ualified Contractor ICON KEY ig considered Non Respondent This allows them to login to K Approved NQCRF CBMS via the Internet and view contracts purchase K Not Approved NOCRF documents for MTO Capital contracts and create and 6 Submitted NOCRF update their own NQCRF Once a Non Qualified Contractor has an approved NQCRF they are considered a Respondent Non Q ualified Contractor This allows them to login to CBMS via the Internet and perform the same things as a Non Respondent Non Q ualified Contractor create N on Qualified Tender Registration documents to pre qualify to bid on contracts use electronic bidding for MTO Capital contracts and receive correspondence from the ministry through CBMS 42 REGIONAL TENDER USER GUIDE Creating a Non Qualified CRF Conditions Required 1 The Non Q ualified Contractor must have a CBMS User ID Password these are given out through the RAQS Public Site Administration 2 The Non Qualified Contractor must not already have an NQ CRF document Step One C B M S Contract Business Management System Contracts Contractors Non Qualified TRFs n Create NOCRF S Find Naviga
40. e and respond to them As part of the response workflow Contracts Office users can request additional information from designated Regional Tender users in the same region as the contract These designated users will be notified by email of the request and be able to edit the bid enquiry document to add their input The list of designated user names and emails for each region is maintained by CBMS administrators p id Enquiries for MTO Capital contracts are handled within the CBMS application Once any bid enquiry is designated as complete by the EON KEY Contracts Office regional input or not it becomes 23 Incomplete readable by all Regional users Construction and Tender ci Complete from the same region as the contract Bid enquiry documents are accessible only from the Contracts By Contract Number view T hey are categorized under the number of their related contract Note Regional Input can be requested for the same bid enquiry more than once 61 REGIONAL TENDER USER GUIDE Hesponding to Bid Enquiries When the Contracts O ffice requests regional input for a bid enquiry an email is sent to the designated Regional Tender users from the same region as the contract The email will look something like this Subject Jason Thomas has requested your input and clarification of a MTO Capitol Bid Enquiry roli r cir ir lr lir cn lir ir rr rr n lr n nr n rr rir cr rr nr n rr cr ir n rcr rr rr cr rr rr rr rr rr cn
41. e that the enquiry was created Contract Information Fields This includes the Contract Number Tender Owner Region District Highway Location and Description fields from the related contract Contract Details Enquiry Cinginatur Jason Inc Enquiry Dala and Tima 12 May 4005 02 49 16 Ft Caniract Mumbar 2700 1604 Tender Caner MTO Capital Region Central District Burlinetan Area Ciffice Highway Lacatinn adi Description tidal Step Four Enquiry Details Section The fields in this section are read only and give information about the enquiry Type of Enquiry This is the type of enquiry that was submitted Enquiry Text This is the enquiry originator s questions and comments Type af Enquiry General Conditions Enquiry Text Please sae my attached questions Step Five Contracts Office Response Details Section This section contains details about the current Contracts Office response to this enquiry These fields are read only Response Date and Time This is the date and time of the final response to this enquiry This remains Outstanding until the Contracts Office sets this enquiry to Complete Response Text This is the Contracts Office response to this enquiry This response is visible to either the enquiry originator or all contractors depending on how the Contracts Office marked the response Comments This field contains comments from the Contracts Office that are visible only to Regional users This field
42. ecial Instructions 0000000000000 Bid Enquiry Instructions 4 Not Available Orderinstructions Not Available Special Instructions This field can contain any special instructions for the contract that possible bidders should know This field is always editable and always optional Bid Enquiry Instructions This field is required and should contain a brief description of how contractors can perform bid enquiries about this contract This field is always editable and always required Order Instructions This field is required and should contain a brief description of how contractors can order Tender Documents related to this contract This field is always editable and always required Step Eight Classifications Classification af Work Financial Rating Maximum Workload Rating fat least one Required Rating F Minimum Rating Required Rating F Minimum Rating must satisfy ong must satizty all must satisfy Mu must satisfy all DELIS 50 00 eo zn or ce So E n 3Q pe d Classification of Work The Classification of Work fields indicate which types of work the contract will require Up to five types can be selected The same type cannot be selected twice At least one classification of work must be selected for any contract These fields are always editable Financial Ratings For each Classification of Work selected either a Financial Required Rating or a Financial Minimum Rating or both is required F
43. egister in RAQS through the RAQS public site This field is never editable Company Tombstone Information Fields This includes the Suite Number Address City Email Prov State Phone Country Fax Postal Zip and Web Site fields These fields are always editable The Address City Prov State Phone and Postal Zip fields are always required All other fields are always optional Related Companies This field will be blank for Non Qualified Contractor registrations When reading Qualified Contractor registrations this field can contain a list of companies within CBMS that are related to the current company G B M S Help RAOS Home Contact Us Logout Contract Business Management System hake RET Comes Comics BHon uallied THs ce Registration Form Edit the Company Information Gr oor ee section as desired pice Faguirad Fields ko ether Company Information Jurtadictian ontario Corporaba Number Lomnrsis Hara Jamn Irs ae Hurnher Xckl iaa acu 2 videl Cr City st Catharines Email as primer coni uling c Prodala niana E Phona kans IETT oum Canada F3x B08 D30 3080 Posial ap 4 K 363 Web Site Palat id Cam panics Step Four Contact Information Section This section contains tombstone information for the primary contact person for this company The section is always editable The Given Name and Surname fields are always required All other fields are always optional G R M 2 Help
44. er Open Date is changed later on TRE Submission Opening This field automatically computes to 28 days prior to the Tender Open Date This field is not refreshed until the document is saved TRE Submission Close This field automatically computes to the last Friday prior to the Tender Open Date This field is not refreshed until the document is saved Dates Tender Advertise NEN Current Tender fo at 1 Date Opening Date Contract NEN Original Tender Hecerived In Opening Contracts Section TRF Submission TRE Submission Opening Close Enter the Tender Advertise D ate and Current Tender O pening D ate and Time if so desired these fields are optional until the contract is Activated Enter the D ate Contract Received in Contracts Section if so desired 14 REGIONAL TENDER USER GUIDE Step Six Primary Contact Details Subsection First Name This field contains the first name of the contact person for this contract This field is required Last Name This field contains the last name of the contact person for this contract This field is required Phone This field contains the phone number of the contact person for this contract This field is required and must be a valid nine digit phone number Extension This field can contain the phone extension of the contact person for this contract This field is optional Email Address This field can contain the email address of the contact person for this contract This field
45. ere are many functions that can be carried out by a Regional Tender user T hey are laid out here in an easy to use step by step fashion Regional Tender users will perform workflow surrounding MTO Regional contracts creating advertising cancelling awarding etc Contracts O ffice bid enquiries Registration of Non Q ualified Contractors and Tender Registration of Non Q ualified Contractors Regional Tender users can also view a variety of other CBMS documents including MTO Capital contracts Contract Attachments Qualified Contractor Registrations and Q ualified Contractor Tender Registrations T he first step to using the CBMS system effectively is learning how to access the Intranet interface and navigate the forms views and actions T his is explained in the G etting Started section of this document Once you have accessed the CBMS application and are ready to perform a task refer to the table of contents and look for the name of the document Underneath the document or report will be a list of actions that can be performed Proceed to the correct page and follow the step by step instructions to complete your job If you find that you have followed the step by step instructions and are having problems achieving the desired outcome be sure to look over the Conditions Required Section at the top of Step 1 If you still find that you require assistance please feel free to contact the RA QS Help Desk REGIONAL TENDER USER GUIDE Chap
46. fied TRFs View By Contract Number View By Tender Opening Date Contract Bulletin 5 Year Contract History Contracts By Regional Map P HOW IS THE VIEW SORTED Documents are categorized first by Tender Owner then Region Within each region documents are sorted ascending by Contract N umber 72 REGIONAL TENDER USER GUIDE gt WHAT ACTIONS ARE AVAILABLE FROM THE VIEW The following actions can be performed while this view is open Expand All Collapse All Create NQTRF Create CTF Find Contracts By Regional Map Math ete Leen Tender Opening Date Contract Mumeb er I A ag 2 T0000 Pra Pri Idi Jaar DT 0O TOI P fA 71S 73 M ay 20XC3 02 3000 PM 200 cho wey UM ax 2DC3 02 29 00 PM 2272 1111 23Mag 2DC3 12 00 00 PM 2003 0500 3X h ay z 003 05 00 00 PH 1583 08 31 May 2000 01 41 OO PM 7003 OES O3tun 2003 00 02 00 PIS 3003 0506 Central Fasten fori teed st em exp uti st em Horthiga d ain gt WHAT DOES THE VIEW CONTAIN T his view contains the following types of documents e Contracts CTF currently in the Tenders Under Call Contract Bulletin category from the currently selected Region gt WHERE IS THE VIEW LOCATED This view is accessed by clicking on Contracts Contracts By Regional Map Contracts Contractors Non Qualified TRFs QQu u R RR View By Contract Number View By Tender Opening Date Contract Bulletin 5 Year Contract H
47. gston Highway Langh BS kin Luca nn B hmi aih ar Kingston an 401 Deacriplior Mataa road 68 REGIONAL TENDER USER GUIDE Chapter Contracts Views T he following C hapter describes all of the views contained under the Contrads menu heading Contracts By Number T 6n F Contact Tender Form F censracr Qnacheedn F Tondar Rogistration Farms gt WHAT DOES THE VIEW CONTAIN T his view contains the following types of documents All Contracts CTF All Contract Attachments All Non Q ualified Tender Registrations NQ TRF All Qualified Tender Registrations T RF Complete Bid Enquiries Bid Enquiries requiring Regional Input gt WHERE IS THE VIEW LOCATED This view is accessed by clicking on Contracts View By Contract Number Contracts Contractors Non Qualified TRFs View By Contract Number View By Tender Opening Date ul Contract Bulletin TRF 5 Year Contract History Contracts By Regional Wap 69 REGIONAL TENDER USER GUIDE P HOW IS THE VIEW SORTED The view is sorted ascending order and categorized by contract number Within each contract documents are categorized by type Contract Tender Form Contract Attachments Tender Registration Forms or Bid Enquiries gt WHAT ACTIONS ARE AVAILABLE FROM THE VIEW T he following actions can be performed while this view is open Expand All Collapse All Create NQTRF Create CTF Find View By Tender Opening Date EJ Des crigaie
48. he printers Contract Documents Should Tenders Change far Plans 6 Yes C Nn Date Pians Sent io Print Date Tender Sent tn Print If desired enter values for these fields these fields are optional 16 REGIONAL TENDER USER GUIDE Step Ten Bonding Fields Bonding Available for Non Qualified Contractors This field indicates whether or not Non Qualified Contractors can use bonding to bid on this contract Note that both the Core Plan Required and the Bonding Available for Non Qualified Contractors fields cannot be set to Yes at the same time Performance Bond If the Bonding Available for Non Qualified Contractor s field is set to Yes this field appears This indicates the percentage or dollar amount that the MTO retains if the contractor does not perform work on the contract If the Bonding Available for Non Qualified Contractors field is set to No this field is not visible Payment Bond If the Bonding Available for Non Qualified Contractors field is set to Yes this field appears This indicates the percentage or dollar amount that the MTO retains if the contractor does not pay its subcontractors If the Bonding Available for Non Qualified Contractors field is set to No this field is not visible Bonding Requirements Bonding Available for Non Qualified Contractors Yes C Na Performance Bond 50 Percentage Payment Bond 50 Percentage OR OR 560 aa Dollars 60 Ba Dollars Select Y es or No for
49. hy Contracts Contractors Non Qualified TRFs Navigate to the Contracts By Number view and click the Create CTF action 1990 71 P 1991 38 1993 09 b 1993 233 b 1993 97 b 1998 20 RAGS Home Contact Us Logout MTO Regional User Note the Cancel action can be used at anytime to close this document without saving A new Contract Tender Form opens T here are five main sections on a CTF but the only one that applies to new Non Qualified TRFs documents is the Pre A ward section Click anywhere on the section heading Status Draft statws Lf to open the section REGIONAL TENDER USER GUIDE Step Three Contract Details Subsection Date Created This field automatically computes to the current date Program Year This field indicates the program year of the contract Contract Number The contract number is the main field used to identify contracts within CBMS The contract number entered must be unique among all CBMS contracts where Tender Owner is MTO Regional This field is required SSB Number This field can indicate the Shared Services Bureau Number of the contract This field is optional Region This field automatically computes to the current Regional Tender User s region Tender Owner This field automatically computes to MTO Regional to indicate that the contract is to be tendered for a regional office District The District field indicates which district or districts within a region that the
50. iew Archived Company Hasse Satur Submission Date Tender Owner The Keg w gubin iiaj Z4 Apr200 02 25 FR BIT C apa al F 2460 1113 gt WHAT DOES THE VIEW CONTAIN T his view contains the following types of documents e Archived Non Qualified Tender Registrations NQTRF TRF and NQTRF documents are currently archived two weeks after the related contract s tender Opening WHERE IS THE VIEW LOCATED This view is accessed by clicking on Non Qualified TRFs Archived Contracts Contractors Non Qualified TRFs View By Company Mame View By Contract Number View Archived P HOW IS THE VIEW SORTED T he view is categorized and sorted ascending by Contract N umber gt WHAT ACTIONS ARE AVAILABLE FROM THE VIEW T he following actions can be performed while this view is open Expand All Collapse All Create NQTRF Find 79 REGIONAL TENDER USER GUIDE Index A Accessing Views 6 Action Buttons 7 Active Contract 11 19 30 32 35 38 40 58 71 B Bid Enquiry Instructions 15 17 22 Responding 62 Views 69 Bidding 24 25 32 40 42 Bonding 17 20 23 25 58 C Categories 9 Collapse All 9 Contract Attachments Views 69 71 Contracts Office 61 64 D Date Picker 8 Draft Contract 11 19 30 37 E Expand AII 9 F Find action 10 Inactivated Contract 11 L Lines per page 9 Links 6 Logging In 5 80 M MTO Regional 4 13 19 30 32 35 37 38 40 58 N No
51. ils subsection These fields are optional 13 REGIONAL TENDER USER GUIDE Step Four Contract Description Subsection Contract Description This field should contain a description of the work to be done This field is required Contract Description pur Enter a description of the work to be done for this contract This field is required maximum 200 characters Step Five Dates Subsection Tender Advertise Date This field indicates the date on which the contract should become readable by external RAQS CBMS users Once the Tender Advertise Date has passed and the contract is Active the general public will be able to view the contract through the RAQS public site and contractors will be able to view the contract through the secure CBMS site This field is not required until activation Current Tender Opening This consists of two fields Tender Open Date and Tender Open Time These fields indicate the date and time that this contract s bids are scheduled to be opened Contractors cannot create TRF or NQTRF documents for this contract after this date and time have passed This field is not required until activation Date Contract Received in Contracts Section This is the date that the contract was received in the contracts section This field is optional Original Tender Opening This field automatically computes to the first Tender Opening Date ever entered for this contract This is stored for audit purposed in case the Tend
52. inancial Rating Required Rating A Financial Required Rating amount can be entered for each Classification of Work selected Qualified Contractors wishing to bid on this contract must meet at least one of the Financial Required Rating amounts This field is only editable if the corresponding Classification of Work is not blank Financial Rating Minimum Rating A Financial Minimum Rating amount can be entered for each Classification of Work selected Qualified Contractors wishing to bid on this contract must meet ALL the Financial Minimum Rating amounts This field is only editable if the corresponding Classification of Work is not blank Maximum Workload Rating Required Rating For each Financial Required Rating amount entered a corresponding Maximum Workload Required Rating amount must be entered and must be equal to or higher than the Financial amount Qualified Contractors with Maximum Workload Ratings imposed wishing to bid on this contract must meet at least one of the Maximum Workload Required Rating amounts This field is only editable if the corresponding Classification of Work is not blank Maximum Workload Rating Minimum Rating For each Financial Minimum Rating amount entered a corresponding Maximum Workload Minimum Rating amount must be entered and must be equal to or higher than the Financial amount Qualified Contractors with Maximum Workload Ratings imposed wishing to bid on this contract must meet ALL the Ma
53. ise this subsection has the following fields Firm This is the name assigned ID and TRF Bid Type of the company from the Bid Information Section that this contract has been awarded to This field is automatically computed after the Award Contract action is performed This field is not editable Total Adjusted Tender This is the Total Adjusted Tender of the company from the Bid Information Section that this contract has been awarded to This field is automatically computed after the Award Contract action is performed This field is not editable Total Tender This is the Total Tender of the company from the Bid Information Section that this contract has been awarded to This field is automatically computed after the Award Contract action is performed This field is not editable Tender Deposit Type This field is only visible if the contract has been awarded to a Non Qualified Contractor This field indicates the type of tender deposit that the winning contractor must supply When visible this field is always editable and always required Tender Deposit Received This field is only visible if the contract has been awarded to a Non Qualified Contractor This field indicates whether or not the tender deposit has been received from the winning contractor When visible this field is always editable and always required This field must be set to Yes before a contract can be saved as being awarded to a Non Qualified Contractor Payment or Pe
54. istory Contracts By Regional Map P HOW IS THE VIEW SORTED T he view is sorted ascending by Tender O pening D ate 73 REGIONAL TENDER USER GUIDE gt WHAT ACTIONS ARE AVAILABLE FROM THE VIEW T he following actions can be performed while this view is open e Click on any region on the map to view contracts from that region e Create NQTRF e Create CTF 74 REGIONAL TENDER USER GUIDE Chapter Contractors Views T he following C hapter describes all of the views contained under the C ontractors menu heading View By Company Name Company Hane Azzipned ND Contact infa lij Eiry Aus Barner Onision Cares BIE 181 Bui ERR en Phone 22 222 2272 Foe 2225 2225 2222 Vial bur eim com i ariar Durga Crane Cai wa Dar Duan G 1TH Dipim Phone i11 111 1111 Fus 1113 111 11 11 Viet dai yESquesn MT gt WHAT DOES THE VIEW CONTAIN This view contains the following types of documents e All Non Qualified Contractor Registrations NQCRF e All Qualified Contractor Registrations CRF that have expired in the last year or are approved gt WHERE IS THE VIEW LOCATED This view is accessed by clicking on Contractors View By Company Name Contracts Contractors Non Qualified TRFs View By Company Name View By Assigned ID gt HOW IS THE VIEW SORTED 75 REGIONAL TENDER USER GUIDE T he view is sorted ascending by Company N ame gt WHAT ACTIONS ARE AVAILABLE FROM THE VIEW T he following
55. lified Contractors with Maximum Workload Ratings imposed wishing to bid on this contract must meet ALL the Maximum Workload Minimum Rating amounts Classification of Work Financial Rating Maximum Workload Rating al least one Required Rating Minimum Rating Required Rating F Minimum Rating must satisfy one must eatighy all irnust satisfy ong irnust satisfy all EL Electrical n 10 000 a 612 non GhitGeneral Maintenance 7100 000 100 000 GR Ganeral Haad j sn er DL jJ FA 7 z 3 For each Financial 3 4 For each Financial Rating Required Rating Minimum Rating amount that is Rating amount that is entered enter a entered enter a Maximum Workload Maximum Workload 1 Select one or more 2 For each classification of classifications of work selected enter a Work Y ou must Financial Rating Required select at least one Rating and or a Financial Rating Minimum Rating Rating Required Rating amount that is equal or greater Rating Minimum Rating amount that is equal or greater Step Nine Contract Documents Should Tenders Charge For Plans This field indicates whether or not there should be a charge for tender documents related to this contract Date Plans Sent to Print This field indicates the date that the plan book for this contract was sent to the printers Date Tender Sent to Print This field indicates the date that the tender book for this contract was sent to t
56. ments Tender Registration Forms b 1991 38 b 1993 09 b 1993 233 b 1993 97 b 1998 20 2000 0012 2000 1313 Use a single click of the mouse to toggle the category between open and closed 3 Using Lines per page T he Lines per page drop down at the top of every view determines how many rows of the current view should be shown at once default is 300 ye 200 jmd b 1990 71 b 1991 38 b 1993 09 P 1993 233 T his can be very useful when navigating views with a large number of documents Selecting a new value for Lines per page refreshes the view If there is more than one page in the view example 600 total lines in a view with 300 Lines per page selected equals 2 pages 1 300 and 301 600 a page navigator will appear next to the Lines per page drop down pes mb lt lt prev 1 2 3 45 8 7 8 9 10 st REGIONAL TENDER USER GUIDE Clicking on a page number opens that page example clicking on 2 starts the view at the twenty first row T he page number that is not clickable indicates the current page Clicking on next gt gt opens the next page if available Clicking on prev opens the previous page if available 4 Using the Find action T he Find action is available for all views It searches the first non categorized column in the view for the text that you specify and highlights the document that is the closest match if no match is found no document is highlighted It is important to note
57. mputer and then clicking Add Attachment to attach the file These files are then readable by the Contracts Office only Comments This field can contain any additional comments about this bid enquiry This field is only readable by Contracts Office users Regional Office Response Details Be Sponge Response Date and Time Oulslandin Response Test Add a response attach a file if desired add any additional Camrnenis comments if necessary and set the Regional O ffice Status to Complete Attach documents for Step Seven Attached Documents Section This section contains links to any documents that have been attached to this enquiry Attachments are separated into those attached by the originator the Contracts Office and the Regional Tender users Attached Documents Enquiry Originator Attachments Attachments can be downloaded and viewed by questions right clicking on the link and selecting Save Target Contracts Office Attachments E 7 As or Open in New Window aimsrani Lu Regional Administrator Attachments 65 REGIONAL TENDER USER GUIDE Step Fight C B M S Help RAGS Home Contact Us Logout ontact Bugi MIO Regional Uaa Contract Business Management System Jahr Emih Caminos Comi acera Hon hi sad TRES E Contracts Office Pe apace aD Once all fields are complete click Save amp Exit to finish Cornea nie MEET TS COT Qty ITO UT TTE L
58. n Qualified Contractors 17 23 25 Non Qualified Tender Registration Form 24 25 32 35 38 40 53 56 Views 69 70 Non Respondent Non Qualified Contractor 42 53 NQCREF See Non Qualified Contractor Registration Form NQTRF See Non Qualified Tender Registration Form O Opening Documents 9 P Password 5 Q Qualifications Office 42 45 50 53 Qualified Contractor Registration Form 48 Views 75 76 Qualified Contractors 16 22 32 Qualified Tender Registration Form 24 25 32 35 38 40 Views 69 70 R Respondent Non Qualified Contractor 42 50 T Tender Advertise Date 14 21 30 58 Tender Open Date 14 21 30 35 38 58 73 Time Picker 8 TRF Submission Opening 14 21 58 U Username 5
59. n Tender Deposit Eecelvsed Subrmisslan amp cesstanes Diss Conrad Contract 200 060 Hore aa ig XPGTRF Tha bing Siia i T F erate ca hay LG gt WHAT DOES THE VIEW CONTAIN This view contains the following types of documents e All Contracts CTF e All Non Qualified Tender Registrations NQTRF e All Qualified Tender Registrations TRF gt WHERE IS THE VIEW LOCATED This view is accessed by clicking on Contracts View By Tender Opening Date Contracts Contractors Non View By Contract Mumbear View By Tender Opening Date Contract Bulletin 5 Year Contract History Contracts By Regional Map gt HOW IS THE VIEW SORTED 70 REGIONAL TENDER USER GUIDE T he view is sorted descending order and categorized by Tender O pening D ate Within each date documents are categorized by Contract N umber gt WHAT ACTIONS ARE AVAILABLE FROM THE VIEW T he following actions can be performed while this view is open Expand All Collapse All Create NQTRF Create CTF Find Contract Bulletin act Hush Dam ayt T a i BF T inissmasan Pasted im as 7 Calendar Days 43 1S HTO Comiraci C eriral Burlington Aga Office 30 M arj 20413 C8 DICE DEI Pl FTasdara Under Call Opa Bids k Awarded in Lacs 20 anys F Tesdar Procedures F MTO Ins gt WHAT DOES THE VIEW CONTAIN This view contains the following types of documents e Active Advertised Contracts CTF Contract Attachments of type Addendum All Exte
60. nce Bond If the Bonding Available for Non Qualified Contractor s field is set to Yes this field appears This indicates the percentage or dollar amount that the MTO retains if the contractor does not perform work on the contract If the Bonding Available for Non Qualified Contractors field is set to No this field is not visible Payment Bond If the Bonding Available for Non Qualified Contractors field is set to Yes this field appears This indicates the percentage or dollar amount that the MTO retains if the contractor does not pay its subcontractors If the Bonding Available for Non Qualified Contractors field is set to No this field is not visible Step Eleven Notes Capital Contract Notes Capital Contract Notes This field can contain text describing the contract This field is always editable and always optional Step Twelve Plan Takers Section v Plan Takers Section Company Mame Street Address Ma Flan Takers Found Far This Contract When viewing MTO Capital contracts this section can contain a list of company names and street addresses for all companies that have ordered documents online for this contract Because online ordering is currently unavailable for MTO Regional contracts this section always reads No Plan Takers Found For This Contract 23 REGIONAL TENDER USER GUIDE Step T hirteen Bid Information Section Bid Information Section Compan Total Adjusted Tender Total Tender 50 1000000 Joint
61. nsion of Time D eferrals Approved Contract Bulletin A rticles All Cancellation Documents gt WHERE IS THE VIEW LOCATED This view is accessed by clicking on Contracts Contract Contracts Contractors Non Qualified TRFs n View By Contract Number View By Tender Opening Date 5 Year Contract History Contracts By Regional Map Document T gt HOW IS THE VIEW SORTED 71 Bulletin REGIONAL TENDER USER GUIDE Documents are categorized into one of the following Contract Bulletin categories Information Posted in the Last 7 D ays Tenders Under Call O pen Bids Awarded in Last 30 Days or Article Type this could be one or more user specified categories Within each category documents are sorted ascending by Contract Number gt WHAT ACTIONS ARE AVAILABLE FROM THE VIEW The following actions can be performed while this view is open Click on any column header to sort by that column ascending Expand All Collapse All Create NQ TRF Create CTF Find 5 Year Contract History View MT Capital F Central Eastern 301 38 TIA p a C 47 00 Phi osardaxl in Last 20 Dans gt WHAT DOES THE VIEW CONTAIN T his view contains the following types of documents e All Contracts CTF tendered in the last 5 years gt WHERE IS THE VIEW LOCATED This view is accessed by clicking on Contracts 5 Year Contract History View Contracts Contractors Non Quali
62. out C B M S Note the Cancel action can MTO Reglami User Contract Business f he used at any time while giin Sith creating or editing a document It closes the Edit the Company Information gaa document without saving f section as desired and make sure g Eye Bt and re opens the last view the required fields are filled in Apgsoge 3 Pequred Fiels Company Information Junediction Emane Corporate Humber Cprparata Hara Jason lie Eus HM umbui Cty EtCutmnne Em jemenda ige Comin 4 Canada Fax man 00 ann Petite O ea O Web5 e i R aiad Companas Step Four Contact Information This section contains tombstone information for the main contact person for this company The Given Name and Surname fields are required to save a new document and default to the name that the company used to register in RAQS through the RAQS public site C B M S Help RAGS Home Contact Us Logout ee ens dieti Ln Contract Business Management System Edit the Contact Information on emit Contacte Contractors Moe Omalified TRES section as desired and make sure the required fields are filled in Ej Contact information yf Cancel ick hereto copy campary iTi lr ieri amm y zinn FasitianiTiu Wr horas k Pom uie Humber Po Tirgi Aldea 77 Click here to copy the field values Phone from the Company Information rissin z Eel section into this section Canada Faj i
63. rect the browser to the RAQS Clicking the Contact Us link Region Jl public site home page will display contact information for the RAQS sgh Expand All Help Desk Collapse All E Create HOTRF j oo E A Create CTF Contract Number Document Type No Find Information Poste ar Daye in OF the username of the current user A gt Tender Procedures MTO Info C B M S Contract Business Managemen 3 Tiers Contractors Non Qualified TRFs View By Contract Number ph Expand All View By Tender Opening Date Collapse All Contract Bulletin Et Create HOTRF 5 Year Contract History Tr Create CTF Contracts By Regional Map cument Type ormation Posted In Last 7 Calendar Days No Find 3 Under Call Is alin Last 30 Days gt Tender Procedures b MTO Info Menu Headings PTA The current user type is displayed along with Regi RAQS Home Contact Us Logout MTO Regional WFE Jahn Smithi ander Upe i Clicking the Logout link will logout the current user and redirect the browser to a page with links to login again or go to the RAQS public site home page RAQS Home Contact Us Logout MTO Regional User John Smith All CBMS views are accessed through drop down menus E ach heading along the top area of the page the navigation pane has a drop down menu that appears as the mouse moves over the heading The user can then click on a menu item to open the corre
64. rformance Bond Received This field is only visible if the contract has been awarded to a Non Qualified Contractor This field indicates whether or not a payment or performance bond has been received from the winning contractor When visible this field is always editable and always required This field must be set to Yes before a contract can be saved as being awarded to a Non Qualified Contractor Step Sixteen Joint Bid Details Subsection Joint Bid Details Company Name Lead Company 8U 100 00 00 Percentage ko 50 10000 00 Vends BO S0 10020 00 Burger Kin 40 If there are no approved TRF or NQTRF documents for this contract OR this contract has been Inactivated OR this contract has not been awarded to a joint bid and saved this subsection is not visible Otherwise this subsection has the following fields Lead Company This is the lead company s assigned ID This field is computed after a contract is awarded to a joint bid and saved This field is not editable Company Name This is a list of each joint bidder s name and assigned ID This field is computed after a contract is awarded to a joint bid and saved This field is not editable Percentage This is the list of each joint bidder s percentage of the total bid This list corresponds horizontally to the Company Name list This field is computed after a contract is awarded to a joint bid and saved This field is not editable 25 REGIONAL TENDER USER GUIDE Step Se
65. rk The Classification of Work fields indicate which types of work the contract will require Up to five types can be selected The same type cannot be selected twice At least one type must be selected Financial Ratings For each Classification of Work selected either a Financial Required Rating or a Financial Minimum Rating or both must be specified Financial Rating Required Rating A Financial Required Rating amount can be entered for each Classification of Work selected Qualified Contractors wishing to bid on this contract must meet at least one of the Financial Required Rating amounts Financial Rating Minimum Rating A Financial Minimum Rating amount can be entered for each Classification of Work selected Qualified Contractors wishing to bid on this contract must meet ALL the Financial Minimum Rating amounts Maximum Workload Rating Required Rating For each Financial Required Rating amount entered a corresponding Maximum Workload Required Rating amount must be entered and must be equal to or higher than the Financial amount Qualified Contractors with Maximum Workload Ratings imposed wishing to bid on this contract must meet at least one of the Maximum Workload Required Rating amounts Maximum Workload Rating Minimum Rating For each Financial Minimum Rating amount entered a corresponding Maximum Workload Minimum Rating amount must be entered and must be equal to or higher than the Financial amount Qua
66. rned or not required This field is always editable and always optional Quality Control Plan Appendix Required This indicates whether or not a quality control plan appendix is required This field is always editable and always optional Number of Days in A B Bidding This field is always editable and always optional Number of Working Days The number of days excepting Saturdays Sundays and Holidays that the contract will require This field is always editable and always optional Step Nineteen Insurance Subsection If this contract has been Inactivated this subsection is not visible Otherwise this subsection has the following fields Insurance Special Insurance Coverage PO Insurance Company PO Policy Numbers PO Request were sent on Insurance Expiry NEN Special Insurance Coverage This is the contractor s special insurance coverage This field is always editable and always optional Insurance Company This is the name of the contractor s insurance company This field is always editable and always optional Policy Numbers This is the contractor s insurance policy numbers This field is always editable and always optional Hequest were sent on This is the date that the insurance request was sent to the contractor This field is always editable and always optional Insurance Expiry This is the date the insurance is effective until This field is always editable and always optional 27 REGIONAL TENDE
67. rr rr rr rr n rn rr rr cr rr rr rr rn Contract Number 2003 0505 Tender Owner MTO Capital Region Central District Burlington Area Office Highway Location adf Contract Description fedat jC TTT TTT TTP TTT TTT TPP TTP PPP aa a Log in to the Rago Regional website and complete the Regional Manager jresponse for this bid enquiry as soon as possible Once this email is received this step by step explains how to respond to the request for regional input Conditions Required 1 The user must be a designated Regional Tender user this group is administered by CBMS administrators 2 The bid enquiry must currently be awaiting regional input 3 T he bid enquiry s related contract must be from the same region as the current Regional Tender user 62 REGIONAL TENDER USER GUIDE Step One C B M S Help RAGS Home Contact Lit Logit Contract Business Management System MTO fogam iam Contact Comtactor NoncOualtied TRF amp Contracts By Number F 1590 71 F nenas E Navigate to the Contracts By Number HHIH b 23 57 view and locate the bid enquiry k 1300 26 document under the Bid Enquiries F 2800 08 12 category for the contract specified in r 200 1713 the email notification Click to open F 2801 0980 FP ee b 2009 889 F 26030580 Paasi 2803 0482 7 2E 565 F Comtract Tesder Farm Ald Enamines Z Jacen Inc Bid Enquire Submitted On ar 02 49 16 PM 2
68. s x Cancel Le Save amp Exit gea nucinuie Open the desired contract in read or edit mode and click the Update Bids action if performed during read mode the screen may flash after clicking Update Bids E Update Bids E Lem Award Contr act Plan Takers Section Step T wo Please select the firm whose A prompt appears with a list of choices The list is populated with tender totals you wish to the companies in the Bid update Information section Select the company to update and click OK Ok Cancel Step T hree Explorer User Prompt A prompt appears asking for the Script Prompt Total Tender amount The prompt is populated with the current Total Please enter the Total Tender Amount Tender amount of the selected company Enter the desired amount Cancel and click OK 38 REGIONAL TENDER USER GUIDE Step Four Explorer User Prompt A prompt appears asking for the Total Adjusted Tender amount The script Prompt prompt is populated with the current Total Adjusted Tender amount of the selected company E nter the desired amount and Please enter the Total Adjusted Tender Amount click OK Result C B M c RAOS Home Contact Us Logo 3 z des nol d Contract Business Management System plaire Contracts Contractors MNon Qualitied TRFs ee Contract Tender Form Save Got Xx JJ i PL lea Fre Award Section pe Award
69. s for a contract have been opened and the contract has been updated with the bid amounts see Updating Tender Totals the contract can be awarded to a contractor T his places the contract into the Awarded in the Last 30 D ays category of the Contract Bulletin T his also allows external users to view awardee information through the RAQS public site and the CBMS secure site If the contract is awarded to a Qualified Contractor this also creates a Performance Rating document used by Regional Construction users and the Qualifications O ffice to rate the contractor s performance on the contract Once a contract is awarded award information can also be removed using the Award Contract action Also the contract can be specified as a Non Award by using the Award Contract action Conditions Required 1 The contract must have a status of Active 2 The contract must have at least one approved TRF or NOTRF 3 The Bidding Complete field must be set to Y es 4 The Tender O wner must be MTO Regional 5 The awardee s Tender Totals must already be updated 6 The contract must be from the same region as the current Regional Tender User Step One C B M S Contract Business Management System x Cancel Contracts Contractors Non Quali te ave amp Exit x Inactivate Open the desired contract in read or edit 3 mode and click the Award Contract action Ff Hpdate Bids D Pfe Award Section ga Award Contract E Plan Takers Section
70. sponding view Available views are explained in greater detail in chapters 7 8 and 9 REGIONAL TENDER USER GUIDE A dion Buttons C E M S RAQS Home Contact Us Logout et niet MTO Regional User Contract Business Management System ud smith Contracts Contractors Non Qualified TRFs T Expand All i Collapse All Any actions that can be performed on the current sss fooq document or view are displayed along the left of the E L screen the action pane An action is carried out by jg Create CTF Contract 1 Moving the mouse over the desired Tender Opening Date Information P action s text and or icon No Find A 2000 1313 2 Clicking the mouse button 13 May 2003 12 00 00 PM New actions are loaded in each time a new A 2003 1111 document or view is opened D9 hay 2003 01 57 00 PM District 41 Ep w 2003 1111 MTO Contract Eastern y 01 May 2003 01 50 00 PM Ingstan V iewing D ocuments and V iews C B M S Contract Business Management System All documents and views are opened in the large open portion of the screen on the lower right the working pane The navigation and action panes always remain open while the content of the Contracts Contractors Non Qualified TRFs Expand All working pane changes Collapse All Create HOTRF Lines per page 300 Create CTF Contract Number Document Type nder Opening Date Information Posted In Last 7 Calendar Da gt Tenders Under
71. t as well as a table of information about each bidder This summary can be printed using Internet Explorer by right clicking on the document and selecting Print page orientation can be set to Landscape in the print dialog if necessary C B M S RAGS Home Contact Us Logout n WTO Ragina Uscs Contact Business Management System qu Sirah Ceammact Cammactors Mon Osali amp ed THFs rada a c ae Bids Received Summary Contract information Contract Humber Z0 3 405 Coie Created Deer Tendar Canning Dale m NT Tardar Dami gi HTO Fagi nil Tender Cpenng Tire 12 00 00 Fii Caniraci Location OE Total of Bidders z Ganba Hame Jason Thorress Canbai Fan Contract Description rad and Paring De Firm Tender Adpyisted Tender Glad Type Centaet Mamee s Phone Fax 1 Leaf Sende HOO 155000 00 Joni Eid Tin Haran 1151111111 110 111 1111 Bor 50 10000 00 endys By a05 SD 10020 00 Burger Hing Unealaied C ompsanias 2 Th Hag WEDODO D 70OO OU Emple Eid Jazon Thomas 33 3133135 313 333 13 232 3335 z233 3 41 REGIONAL TENDER USER GUIDE Chapter Non Qualified Contractor Registration Form NQ CRF T he following C hapter describes the N on Q ualified C ontractor Registration F orm and all assodated adions that can be performed Qualified Contractor Registration documents It is also used to create and update NQCREF documents on behalf of Non Qualified Contractors by proxy Regional Ten
72. t editable TRE Submission Close This field automatically computes to the last Friday prior to the Tender Open Date This field is not editable Step Six Primary Contact Subsection Primary Contact Details First Nama 4 asm Phone 909 090 9099 Last Nama Thomas Extension NEED Email Address PO Fax PO First Name This field contains the first name of the contact person for this contract This field is always editable and always required Last Name This field contains the last name of the contact person for this contract This field is always editable and always required Phone This field contains the phone number of the contact person for this contract This field is always editable and always required This field must have a 9 digit value in the format THEE 4 HH Extension This field can contain the phone extension of the contact person for this contract This field is always editable and always optional Email Address This field can contain the email address of the contact person for this contract This field is always editable and always optional If a value is entered however it must be a valid email Fax This field can contain the fax number of the contact person for this contract This field is always editable and always optional If a value is entered however it must be 9 digits in the format 4 HH H 21 REGIONAL TENDER USER GUIDE Step Seven Instructions Special Instructions Sp
73. te to either the Contractors By Company Name or Contractors By Assigned ID view and click the Create Contact Info 10 Burger Ave NQCRP action Burger Ontario Canada BIB 151 Phone 222 222 2222 Fax emp SET Web burgenciking com 10 Dairylane Dairyville Ontario Cana Company Na ks Burger King 50 10 020 060 Step T wo A prompt appears with a list of contractors to choose from The list includes all non qualified companies that Please choose a compan have received a username and password Fee ed NUR Dott SPORE through the RAQS public site AND have Jason inc Ri no existing NQCRF document Select the desired company and click OK to continue Cancel 43 REGIONAL TENDER USER GUIDE Step Three Company Information Jurisdiction This field can describe the jurisdiction of the company It defaults to the province that the company used to register in RAQS through the RAQS public site Corporate Number This field can hold the corporate number of the company Company Tombstone Information Fields These address and contact fields include Corporate Name Suite Number Address City Email Prov State Phone Country Fax Postal Zip and Web Site Except for Web Site these fields default to the values that the company used to register in RAQS through the RAQS public site Address City Prov State Country Postal Zip and Phone are all required to save a new document Heip RAGS Home Contacte Lh Log
74. ter Getting Started T he following C hapter will lead you through accessing and navigating the CBMS application as a R egonal T ender user Logging In Each Regional Tender user will receive a username and password to access the CBMS application Once these have been obtained the login screen for the application is accessed by opening Internet Explorer and entering the following URL in the address bar http mtoln02 regionallogin T his opens the Regional Intranet Login screen Enter a usemame and password passwords are case sensitive and click the Login button or press the Enter key to login If repeated login attempts are unsuccessful the RAQS Help D esk should be contacted for further information After a successful login the CBMS interface is opened C B M S RAQS Home Contact Us Logout MESA per l MTO Regional User Contract Business Management System T Smith Contracts Contractors Non Qualified TRFs sgh Expand All Collapse All Create NOTRE es per page hy Create CTF Contract Number Document Type Region District Tender Opening Date i Information Posted In Last 7 Calendar Days felt Tenders Under Call Open Bids Awarded in Last 30 Days gt Tender Procedures b MTO Info REGIONAL TENDER USER GUIDE Navigating CBMS T he different parts of the interface are as follows Static L inks and Information em Clicking the RAQS Home link Contrac will log out the current user and redi
75. ts When the desired changes have been made click Save amp X Exit to finish editing Eu Pre Award Award Contract Plan Takers Section 28 REGIONAL TENDER USER GUIDE Result C B M S Contract Business Management System Contracts Contractors Non Qualified TRFs gh Expand All Collapse All Changes have been saved and the Contracts By PE Number view is re opened lh Create CTF l 1990 71 No Find gt 1991 38 b 1933 09 P 1993 233 29 REGIONAL TENDER USER GUIDE Activating a Contract Tender Form Activating a contract sets the status of the contract to Active This means that once the Tender Advertise D ate has passed external users will be able to view the contract through the RAQS public site and the CBMS secure site O nce a contract is Active it cannot be set back to Draft Instead it can only be Inactivated Activation can be done while creating a new contract or while reading or editing an existing contract Conditions Required 1 The Tender O pen D ate Tender O pen Time and Tender A dvertise D ate fields must be filled in 2 The Tender O wner must be MTO Regional 3 The Tender O pen D ate must be greater than the current date 4 The Status of the contract must be D raft 9 T he contract must be from the same region as the current Regional Tender User Step One C B M S iot Contract Business Management System Contracts Contractors Non Qualified TRFs gh
76. ument is Approved by the Qualifications Office Regional Tender users are no longer able to Not Approve it Conditions Required 1 The document must have a status of Approved or Submitted 2 The document must not have been Approved by the Q ualifications O ffice Step One C B M S Help RAOS Hanse Contact La Logout Contract Business Management System NS Coiste Contactor Mos Oualiliad TRF amp hy Crowe HOCRF Ao Pmd Navigate to the Contractors By ec por paga 1707 8 Company Name or Contractors Company Mame Assignad ID By Assigned ID view locate the desired document and click to open it i Burger king 20 001 Faw 222 222 2227 Web burger com 10 Darlene Caryile Orians Canad C D TDi Phores 11 111 1111 Fax 100 111 2111 Web dairgciqueen rom 2 dal bi t3 Cathames Omano Canada M oh Graham s Consulting THOA Shee Fs 5 ERA 454r Val Ks Dairy Queen HEH 12 videl Cr zi Caihanias niano Carga i i P Ek 3k Jason inr TOG Phona S03 OS0 9090 Fa EFS OSC FD Yab 53 REGIONAL TENDER USER GUIDE Step Two C H M e Help RAQ Home Contact tls Logout Soniract Di 5 MIO Regional Uss Contract Business Management System ort is Camada Cobac Hon ualied TRES fo cen Registration Form F Eda ry Nail Ap pow mi amparny Information Jurisdiction ee Ontarnp Corporala Narra EOC IC E UT TIERE mode click the Not Approve action
77. ument now open in read mode click the Edit action to open it in edit mode Com Information Ci Gl Caihannez 47 LS 1UZ Phone 55 555 5555 Far 05 B3d 45 A ah 12 videl Cr ZI Cathars Oriani Canada LK SKS Phone 08 050 9050 F anc 309 EXC 3C Tab jason jason Link ann Cares JI3J SIS Phone 323 332 2331 Fae OI 112 230 13 eh 10 McDonald Lane MeODonaldila Cinrann Canada bli Fea 151 Phan 11 111 1111 Fax 117 111 1111 Nah bama com Help RAOS Home Contact Us Logout ATE Regional Usa Hote Sm Junsdirtian Cnbanp arate Number Corporate farre Jason inc Euta Murer Adina se 12 Vidal Ci aa ee er eco subi ley coi Pru taba Ontani aen acini n unit Carada TF CED X ERI Portal Kak 253 Eelxind Compares Contact Information Gren Mame son Postin Tie EIL RIETI Thomas Guta Murer Binet Ackiraas 12 idel Ci Ci di Cai beri nia asp acm Piowtate Cntana tit Carada TT COCD XTACI Postal Kak Sh FIRM Ad CAEL ry com REGIONAL TENDER USER GUIDE Step Three Jurisdiction This field can contain the jurisdiction that the company works in This field is always editable and always optional Corporate Number This field can contain the company s corporate number This field is always editable and always optional Corporate Name This field contains the company s corporate name This field is computed to the name that the company used to r
78. venteen Award Section Dates Subsection If this contract has been Inactivated this subsection is not visible Otherwise this subsection has the following fields Dates Award Date OO Date contractor is to return contract 00 Actual date contract is returned 0000000000 1 Date faxed to regions giving approval 000 7 Contract Start Date 000000 Rush Award aaa o1 Fixed Completion Dates 0 1 Award Date This field is the date that the contract was awarded This field is always editable This field is required if the contract has been awarded Date contractor is to return contract This is the date that the contractor is required to return the contract to the MTO This field is always editable and always optional Actual date contract is returned This is the date that the contractor actually returned the contract to the MTO This field is always editable and always optional Date faxed to regions giving approval The date the contract is faxed to the regions This field is always editable and always optional Minister signature date This the date that the minister signed off the awarding of the contract This field is always editable and always optional Contract start date This is the date that work will start on the contract This field is always editable and always optional Hush Award This is the Rush Award Date This field is always editable and always optional Fixed Completion Date This is the
79. wo weeks after the related contract s tender opening P WHERE IS THE VIEW LOCATED This view is accessed by clicking on Non Qualified TRFs View By Company Name Contracts Contractors Non Qualified TRFs View By Company Name View By Contract Number View Archived Lines per page P HOW IS THE VIEW SORTED T he view is categorized and sorted ascending by Company Name 77 REGIONAL TENDER USER GUIDE gt WHAT ACTIONS ARE AVAILABLE FROM THE VIEW T he following actions can be performed while this view is open Expand All Collapse All Create NQTRF Find View By Contract Number Fii The Kag w Subrmltigi Z3 5 pr 200S 072 28 36 Fra HTO Capita F Sich FUE gt WHAT DOES THE VIEW CONTAIN This view contains the following types of documents e Non Archived Non Qualified Tender Registrations NQTRF TRF and NQTRF documents are currently archived two weeks after the related contract s tender opening gt WHERE IS THE VIEW LOCATED This view is accessed by clicking on Non Qualified TRFs View By Contract Number Contracts Contractors Non Qualified TRFs View By Company Marne View By Contract Number View Archived P HOW IS THE VIEW SORTED T he view is categorized and sorted ascending by Contract Number gt WHAT ACTIONS ARE AVAILABLE FROM THE VIEW The following actions can be performed while this view is open Expand All Collapse All Create NQTRF Find 78 REGIONAL TENDER USER GUIDE V
80. ximum Workload Minimum Rating amounts This field is only editable if the corresponding Classification of Work is not blank 22 REGIONAL TENDER USER GUIDE Step Nine Contract Documents Subsection Contract Documents should Tenders Charge for Plans v Yes No Date Plans Sent to Prnt Date Tender Sent to Prnt Should Tenders Charge For Plans This field indicates whether or not there should be a charge for tender documents related to this contract This field is always editable and always required Date Plans Sent to Print This field indicates the date that the plan book for this contract was sent to the printers This field is always editable and always optional Date Tender Sent to Print This field indicates the date that the tender book for this contract was sent to the printers This field is always editable and always optional Step Ten Bonding Subsection Bonding Requirements Bonding Available for Man Gualified Contractors Yes No Performance Bond 50 Percentage Payment Bond 50 Percentage OR OR 525 O00 Dollars 525 ana Dollars Bonding Available for Non Qualified Contractors This field indicates whether or not Non Qualified Contractors can use bonding to bid on this contract Note that both the Core Plan Required and the Bonding Available for Non Qualified Contractors fields cannot be set to Yes at the same time This field is always editable and always required Performa

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