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Bidders Help Document For Preferencial Bidding 20221125 v1

This document provides instructions for bidders on how to claim preferential benefits when participating in tenders on the IOCL E-Tendering portal. There are three preferential categories that bidders can select from in their profile: purchase preference for MSEs, preference for Make in India products, and preference for domestically manufactured electronic products. Bidders must update their profile to declare their preferential status in order to claim benefits. When bidding, preferential bidders can select their claimed preference category and upload supporting documents. Non-preferential bidders will not have the option to claim benefits or upload documents. The tender inviting authority determines which preferences are allowed for each tender.

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Shubham Guchait
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85 views8 pages

Bidders Help Document For Preferencial Bidding 20221125 v1

This document provides instructions for bidders on how to claim preferential benefits when participating in tenders on the IOCL E-Tendering portal. There are three preferential categories that bidders can select from in their profile: purchase preference for MSEs, preference for Make in India products, and preference for domestically manufactured electronic products. Bidders must update their profile to declare their preferential status in order to claim benefits. When bidding, preferential bidders can select their claimed preference category and upload supporting documents. Non-preferential bidders will not have the option to claim benefits or upload documents. The tender inviting authority determines which preferences are allowed for each tender.

Uploaded by

Shubham Guchait
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Bidders’ Help Manual for availing Preferential Benefits in IOCL E-Tendering Portal

IOCL has “Preferential Bidding Module” in its E-Tendering portal


(https://iocletenders.nic.in/nicgep/app) which will allow bidders to claim preferential benefit as per
his preferential category while participating in a tender in the system itself. Bidders who do not
claim preferential benefit at the designated section of the portal while participating in the
tender, will not be considered for any preferential benefit in that tender.
There are three preferential categories in the portal:
• Purchase Preference to MSEs against PPP 2012
• Public Procurement Preference to Make in India (PPP-MII order 2017)
• Domestically manufactured electronic products (DMEP)
Tender Inviting Authority reserves the right to allow one or more or none of the above preference
categories in his tender as per Tender Terms and Conditions.

1. Profile Updation:

In the tenders where “Preferential Bidding” is allowed, Bidders will be able to claim preferential
benefit only if they have declared themselves as preferential bidder in their profile. In view of the
same, all the existing bidders are advised to edit their profile and declare themselves as
preferential bidder. Detailed Process to update profile is as given below:
1.1 For existing Bidders:
All the preferential bidders already registered in IOCL E-Tendering portal
(https://iocletenders.nic.in/nicgep/app) must edit their profile and update their preferential status
as shown below:

a) Click on My Account menu and go to User Profile and Edit profile Option as shown
below:

b) Declare himself as Preferential Bidder and define your preferential category from the
available list as shown below:
1.2 New Bidders:
While registering in the portal as new bidder using “Online Bidder Enrolment” option
available in homepage, bidders will get option to declare themselves as Preferential Bidder
and define their preferential category from the available list as shown below:
2. Bidding in Tender with Preferential Bidding

In Tenders with “Preferential Bidding” module, its details will be visible in the Tender
details in the portal along with “Preference categories” applicable as per tender Terms
and Conditions.
E.g. in below sample tender, Preferential bidding is enabled with all three preference categories.

2.1 Bid Submission by bidders who have declared themselves as “Preferential Bidder” and
tender allows Preferential Bidder:
a) When bidder proceeds for bid submission in Tender with Preferential Bidding, his own
preferential credentials (as updated in his profile) will be visible in his profile as shown
below:
In this tender, bidder will be able to claim preferential benefit as per Preference
Category updated in his profile and visible in above screen. If bidder wishes to avail
preferential benefit under any other category, he must update the same in his profile as
mentioned at point 1.1 above and restart bidding.

b) In the next step, bidder will click on “Avail Preferential Bidder Option” and claim
preferential benefit and upload the supporting document if he is meeting the Tender
T&C for preferential benefit under his preference category as shown below:
c) In this case when bidder proceeds to freeze his bid, his claim for preferential benefit will
be visible in Bid Preparation Confirmation page as shown below.

d) And Even If bidder has declared himself as “Preferential Bidder” in his profile and has
selected “No” in Avail Preferential Bidder Option, then the bidder will be considered as
Normal bidder only same will be visible in Bid Preparation Confirmation page as shown
below:

NOTE:
Bidders are advised to check the preference category available in tender and preference
category in the bidders’ profile.
• Only if both matches, bidder will be allowed to upload the preference document.
• In case of mismatch NO SCREEN will be visible to upload preference document.

2.2 Bid Submission by bidders who have NOT declared themselves as “Preferential Bidder”
and tender allows Preferential Bidder:
Bidder who has not declared himself as “Preferential Bidder” in his profile, will when proceed
for bid submission against that tender, he will receive below pop-up message after his profile
verification.

If bidder wants to claim preferential benefit in this tender, he will have to make appropriate
changes in his profile as detailed in clause 1.1 above and proceed for bid submission as
detailed in clause 2.1 above.

2.3 Bid Submission by Non-Preferential bidders and tender allows Preferential Bidder:
If bidder is NOT a preferential bidder at all, he need not declare himself as preferential bidder
and he should proceed for bid submission without claiming any preferential benefit. In this
cases, the bidder’s Bid Preparation summary will not include any preference details as shown
below:

2.4 Tender does not allow preferential bidder


In case tender does not allow preferential bidder (Screen shown below), All bidders including
preferential bidder shall be treated as Normal bidder. There will not be any option and/or
screen visible to avail preference and upload preferential document. Bid shall be uploaded like
Normal tender

NOTE :-
1) Uploading of preferential document does not guarantee that the bidder shall be given
preference. In this case decision of Tender Inviting Authority will be binding on the bidder.
2) Once bidder has submitted the bid as non-preferential bidder or has submitted the bid
with a particular preference category, he cannot change the category even during
Resubmission of bid.

All other steps of bid submission will be as normal bidding procedure.

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