2. How does a Supplier access Profile Certificates?

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1 This document should be read in conjunction with the supplier guidance that is already available from the etendersni system and is provided as additional information only. On the etendersni front page under Information, you will also find etendersni FAQ which will provide further information on supplier issues.. What are Supplier Profile certificates? The Supplier Profile Certificates feature managed by the system administrator, Central Procurement Directorate (CPD) defines the contents for the supplier profiles and certificates (templates). CPD has created a core set of profile certificates e.g. A Supplier Identity, Key Roles and Contact Information; that may be utilised by all Centres of Procurement Expertise (CoPEs), CPD has also developed specific Construction Certificates e.g. C Health and Safety Policy and Capability; which holds data commonly used across all construction CoPE procurement. Supplementary Certificates are also available that are specific to certain COPEs e.g. S CPD Health Projects Register of Contractors; only to be completed by firms registered on the CPD Health Projects Register of Contractors. Multiple profile certificates (templates) can be supported for each supplier and upon activation of a profile certificate (template) the supplier user selects the type of profile to be filled in, provides the information and saves. From then onwards, that data is stored under the account of the specific supplier organisation and can be utilised during the tendering process. Whenever profiles and/or certificates are requested by a Contracting Authority, as part of the call for tender (CfT) structure, the supplier selects whether they want to submit their processed profile certificate for the specific tender (by ticking a relevant box in the course the tender submission process), or to complete the relevant questions on-line within a specific CfT. In case the supplier selects to utilise their profile certificate, they cannot edit it further at the time of tender submission.. How does a Supplier access Profile Certificates? Certificates need to be completed by suppliers so they can automatically form part of their tender submission when required by the tender specification (CfT). After log-in the supplier should select EO Management and e-attestations (refer Fig ).

2 Fig Suppler access to Profile Certificates Select EO Management after log-in. Select e- Attestations

3 Initially the supplier user will not have processed any of the available certificates for their company. Figure - No Certificates initially assigned Select Add new certificate A list of all Certificates available is presented to the supplier. Select Certificate to add to supplier profile. Select Certificate to complete Select Submit 3

4 The supplier either clicks on the certificate title, or selects it and clicks Edit Certificate Documents to process it for their future tendering needs. Figure 3 - Added Certificate Select which certificate to complete Select Edit certificate documents 4

5 3. Completion of a Supplier Profile Certificate The supplier clicks on the edit tool (pen highlighted) to edit a criterion (question) for a given certificate Fig.4 Completion of Profile Certificates. 5

6 The supplier completes the relevant information requested and submits. Fig.5 Completion of certificate question. Select Browse to enter attachment Input validity dates 3 Select Submit 6

7 Fig 6 Completed certificate (Accepted input will change certificate from red to grey ) should now be validated The supplier selects Validate. Figure 6: Validate Certificate The certificate Validated indicating all fields have been completed. 7

8 Accepted input will change certificate from red to grey Suppliers may also download the completed Certificate as a Zip file to allow the data to be included in a Consortium bid. 4. Using Supplier Profile Certificates in a tender. the user may utilise Supplier Profile Certificates as prompted or complete each question within the CfT. 8

9 Select to utilise your Supplier Profile Certificate for Health and Safety compliance (C). Select to utilise your Supplier Profile Certificate CPD Health Projects Register of Contractors (S). 9