Bidders training mannual

Organized By:
Government of Nepal
Public Procurement Monitoring Office,
Tahachal,Kathmandu
TRAINING MANUAL FOR NATIONAL
E-GOVERNMENT PROCUREMENT
SYSTEM OF NEPAL
FOR
BIDDERS
www.bolpatra.gov.np/egp

Table of Contents
Module: Bidder Registration......................................................................................................................... 3
Module: Bidder Profile Management......................................................................................................... 10
Module: Bid Query...................................................................................................................................... 17
Module: Bid Response Submission............................................................................................................. 20
Module: Bid Response Submission JV Bid................................................................................................... 37
Module: Bid Opening.................................................................................................................................. 39
Module: Technical Bid Opening: Single Stage Two Envelope..................................................................... 41
Module: Price Bid Opening –Single Stage Two Envelope ........................................................................... 43
Module: Bid Clarification ............................................................................................................................ 44
Module: Contract Awarding........................................................................................................................ 47
Module: Complaint Management............................................................................................................... 58
Module: Payment Management................................................................................................................. 67

Module: Bidder Registration
Business Flow Diagram
Bidder visits e-GP system
(https://www.bolpatra.gov.np) for
Bidder Registration
Company
already
registered
Personal Detail is
only filled and the
user is registered
Personal Detail along with
Organization detail is filled and user
is registered
Yes
Super User
Superuser visits e-GP system
(https://www.bolpatra.gov.np) for
Bidder Approval and Verification
Bidder
Registered in
e-GP system
No
Bidder
Bidder
To initiate the registration process, bidder visits the e-GP System (www.bolpatra.gov.np/egp)
and fills in the personal and organizational detail. The registration request is verified and
approved by super user. Once approved the bidder account will be activated and bidder can
successfully log into the e-GP system.

Registration Steps
Bidder Registration
Step 1:
User clicks on ‘Register New User’ from home
screen and selects Firm
Step 2:
User then submits the firm details for
registration
Step 3:
An email is sent to user with a link for
activating registered account
Step 4:
Upon clicking the activation link, the
registered account is set for approval from
superuser
Step 5:
Superuser verifies the applicant details and
approves/rejects the registered firm
account
End
Fig: Bidder Registration

Step 1:
To initialize process the user selects Register New User and then selects the radio button Firm on the
Home Page of National e-GP system.
Fig: Bidder Registration Step 1
Step 2:
The user is directed to a page where three forms have to be filled regarding the registration details. The
user needs to enter organization details, personal details and document details including
ausernameandpasswordwhichwillbeusedforfutureloginandallsupportingdocumentsregardingtheorganizat
ion needs to be uploaded.
The three forms that need to be filled are mentioned below:
1. Organization Details
2. Personal Details
3. Document Details
Step 2A: Organization Details basically includes company registration information, type of
organization, VAT/PAN information, Office address and contact details.

Fig: Bidder Registration Step 2A: Organization Details
The fields marked with (*) are mandatory to be filled. After entering the necessary details the user will
have to click on Next at the bottom of the page to navigate to personal detail page.
Step 2B: Personal details basically includes personal information of user trying to register with
his/her name, contact detail, email address, username for login, password & secret question answer.
Fig: Bidder Registration Step 2B: Personal Details

The fields marked with (*) are mandatory to be filled. After entering the necessary details the user will
have to click on Next at the bottom of the page to navigate to document detail page.
Step 2C: Document Detail contains company registration and PAN/VAT registration certificate to be
uploaded.
Fig: Bidder Registration Step 2C: Document Details
User clicks the Browse button to upload required documents for completing the bidder registration
process. All files to be uploaded should be in the pdf format and the size of the attachment should not be
greater than 5 MB in size. If file is other than pdf format the system will generate the error message.
Then finally the user should click on Register to complete the registration process.
Step 3:
Fig: Bidder Registration Step 3: User Successfully Registered acknowledgement
After pressing register button in document detail page, an e- mail is sent to the registered user’s e-mail id
with an activation link. The user has to login into their e-mail account to retrieve that e-mail.

Step 4:
Fig: Bidder Registration Step 4: Activation Link received at email
User will click on that activation link. This will confirm that the e-mail id provided by user with e-GP
system is valid.
Step 5:
Fig: Bidder Registration Step 5: User Successfully Verified
Upon Clicking on highlighted link, the system Navigates to the Home Page and the approval task will
be allocated to the Super User in super user pending task list. Upon approval from the Super User
the user will receive the e-mail containing the massage of Successful registration including Bolpatra
ID.

Fig: Bidder Registration: User Approved Successfully
Bidder can then successfully log in to the system with username and password.

Module: Bidder Profile Management
BIDDER PROFILE UPDATE
Bidder logs into e-GP
system
The user views
his/her profile
The user makes necessary
update in his/her profile
The user saves
the changes
Bidder logins to the e-GP system and opens his/her profile. The user will then make necessary update in
details. Finally, after making the desired changes, the user saves them.

Steps
Bidder Profile Update
Step 1:
User clicks on ‘My profile’ from home screen
Step 2A:
User updates Organization details and clicks
‘Save’
Step 2B:
User updates Personnel details and clicks
‘Save’
Step 2C:
User updates Financial details and clicks ‘Save’
Step 2D:
User updates Contract details and clicks ‘Save’
End
Step 2F:
User uploads supporting document details and
clicks ‘Save & Exit’
Step 2E:
User updates Litigation details and clicks ‘Save’

Step 1
Bidder logs into the e-GP system and selects ‘My profile’.
Fig. Bidder profile update: Step 1

Step 2A
The user then updates organizational details and clicks on ‘Save’
Fig. Bidder profile update: Step 2A

Step 2B
Thereafter, the user updates personnel details of organization if necessary.
Fig. Bidder profile update: Step 2B
Step 2C
The user then updates the financial details and clicks ‘Save’
Fig. Bidder profile update: Step 2C
Step 2D
Henceforth, the user updates contract details including Bolpatra and Non-Bolpatra contracts.

Fig. Bidder profile update: Step 2D
Step 2E
The user then enters litigations if any and clicks on ‘Save’
Fig. Bidder profile update: Step 2E

Step 2F
The user then fills up equipment details under his ownership.
Fig. Bidder profile update: Step 2F
Step 2G
The bidder finally uploads documents including Registration Certificate, Tax Registration Certificate,
Board Resolution or Similar Authorization and Historical Financial Statement. Similarly yearly financial
documents can be updated as per the necessity.

Fig. Bidder profile update: Step 2G
In this way, a bidder can update his/her user profile in e-GP system.
Module: Bid Query
A bidder can post his query about any published bid to the corresponding PE from the system. The bid
query response from the PE can be viewed accordingly. This feature provides a facility for
communication between the PE and the perspective bidders so that precise information about the
project is known to all participating bidders. The step wise procedure to post and view bid queries and
relevant responses is provided below with illustrative screenshots.
Step 1
Bidder logs into the e-GP system.

Step 2
The User clicks on Bid Query -> Process.
Step 3
The user able to view the published opportunity and selects the Action button of desired bid.

Step 4
Bidder submits his query along with supporting documents if any.
Step 5
After the PE responds to the posted queries, the bidder can view response details by clicking Bid Query->
Bid Query Response.

Other participating bidders may click View Query icon to view the posted queries and View icon to see
relevant responses as public information.
Module: Bid Response Submission
BID RESPONSE SUBMISSION
Bidder/Supplier
visits e-GP
system
Bidder/Suppler fills in
the details for bid
response and
requests OTP
Bidder/Suppler submits
the bid response
validated with OTP
Bidder/Supplier
selects the
interested bid
to bid on
$
Bidder/Supplier pays
bid related fee for
desired bid in bank
Bidder/Supplier
receives OTP in
email
Registered Bidder/Supplier logs in into the e-GP system (www.bolpatra.gov.np/egp). The user selects the
interested bid, pays bid related fee and submits the bid response validated with OTP.

Steps
Step:1
Registered Bidder/Supplier logs into the e-GP system.
Step:2
Bidders/Suppliers are able to view the published opportunity with number of days remaining
for bidding, select action button of desired bid.
Step:3
The User fills the General Info tab and clicks on Save and Next button.
Bid Response Submission
Step:4
The User uploads letter of bid in Bid Letter section and clicks on Save and Next button.
Step:5
The User fills the Technical Details tab by uploading mandatory fields and clicks on Save and
Next button.
Step:6
The User fills the Financial Situation tab and clicks on Save and Next button.
Step:7
The User fills the BOQ tab and clicks on Save and Next button.
(Note: BOQ tab is represented as Schedule of Requirement tab in case of GOODS procurement)
Step:8
The User fills the Price Adjustment tab and clicks on Save and Next button.
Step:9
The User clicks on Procurement Execution -> Fee/Security -> Process for payment of bid related
fees.
Step:10
The User search and selects the action button of respective bid for payment.

Step:11
The User pays the bid related fee i.e. Bid doc fee and Bid Security and clicks on submit button.
Step:12
The User navigates to his/her own dashboard by clicking the Home menu button and clicks on
view button of In Progress Bid.
Step:13
The User clicks on Save and Next button of Fee & Securities tab.
Step:14
The User fills the Works Requirement tab by uploading mandatory fields and clicks on Save and
Next button. Note that this tabs lacks incase of GOODS procurement category.
Step:15
The User fills the Documents tab by uploading Additional Document and clicks on Save and Next
button.
Step:16
The User clicks on Generate OTP of Summary tab.
Step:17
A system generated mail is triggered to the user regarding the OTP.
Step:18
The User fills the received OTP and clicks on Validate button.
Step:19
The User clicks on Submit Bid button of Summary tab.

Step 1
Registered Bidder/Supplier logs into the e-GP system.
Fig: Bid response submission fig 1

Step 2
Bidder/Suppler can view the published opportunity with number of days remain for bidding, selects the
Action button of desired bid.

Step 3
The user fills in the General Info tab and clicks on Save and Next Button.
Fig: Bid Response Submission fig 3
Step 4
In Bid Letter Tab, Technical Bid Letter and Price Bid letter are separately uploaded by the bidder.
Fig: Bid Submission- Letter of Technical Bid and Price Bid Upload
Step 5
In Technical Details tab, bidder fills Add Similar Experience and Add Key Experience from the profile
data. Pending litigation is auto fetched from the bidder’s profile.

Fig: Bid Submission- Technical Details Upload Section

Step 6
In Financial Situation tab, Financial Details are filled by the bidder. These financial details are maintained
by the bidder in their profile and fetched as per the requirement. Bidder also provide the credit line details
and other financial resource related information if any.
Fig: Bid Submission- Financial Details Upload Section

Step 7
In BOQ tab, bidder give their rate in each of the item purposed by the Public Entity. The total amount
given by the bidder is taken as the quoted amount in further process.
Fig: Bid Submission- Bill of Quantities Section

Step 8
The user clicks on Procurement Execution -> Fee/Security -> Process, to pay bid document fee and bid
security fee.
Fig: Bid Submission- Bid Document Fee and Security Payment
Step 9
After clicking on the menu user gets the list of published tender, user searches the required tender to pay
the bid related fee using different search criteria. Once the bidder find the related tender bidder clicks on
action button.
Fig: Bid Submission- Bid Document Fee and Security Payment

Step 10
Bidder selects the Instrument type as Bid Doc Fee to pay the bid document fee. Here bidder upload the
Guarantee document and fills the Bank transaction id and click in submit button.
Fig: Bid Submission- Bid Document Fee Payment
Step 11
Bidder selects the Instrument type as Bid Security to pay the bid security fee and fills the other required
information and click on submit button,
Fig: Bid Submission- Bid Security Payment

Step 12
Bidder navigates to dashboard by clicking on Home menu and clicks on the view button of respective bid
from “In Progress Bids” tab.
Fig: Bid Submission- In Progress bids
Step 13
Bidder finds the pending Bid doc fee and Bid Security paid and clicks on Save and next button.
Fig: Bid Submission- Fees and Security

Step 14
In Employer’s Requirement tab, bidder uploads the required document and fills Equipment and Personal
Information as per the requirement. Please note that this tab lacks in case of GOODS procurement
category.
Fig: Bid Submission- Employer’s Requirement

Step 15
In Additional Document tab, bidder upload any other required document related to bid and selects the
document to be uploaded that are maintained in the profile.
Fig: Bid Submission – Additional Documents
Step 16
In summary tab, bidder is provided with the option to download technical and financial document
separately. Bidder can also see the status of each tab provided to fill. Green tick in front of each tab
indicate that the information is filled. Once all the information is filled bidder gets Generate OTP button.
Bidder clicks on Generate OTP button and receive one time password in his/her mailing id.
Fig: Bid Submission – OTP Generation

Step 17
A system generated mail regarding OTP is received by the user.
Fig: Bid Submission – OTP Generation –Email

Step 18
Bidder fills the OTP received in mail and clicks on the Validate button.
Fig: Bid Submission – OTP Validation
Step 19
If the bidder enters the correct OTP and clicks on validate Submit bid button gets appeared otherwise
bidder needs to regenerate the OTP and validate it again. Once bidder get Submit Bid Button, bidder
clicks on Submit Bid button to submit the bid.
In this way, following these steps bid submission is done successfully.

Module: Bid Response Submission JV Bid
To submit a JV bid, organizational bolpatra ID of partner/s must be shared. In General Tab of the bidder
dashboard, bidder selects the option “Yes” in “Do you want to Bid as Joint Venture” and provide JV name
and clicks Add Joint Venture Partners button.
Fig: JV Bid response submission
In the appeared dialogue box, bidder provide the shared Organization Bolpatra Id of partner. After
Entering the JV partner/s Bolpatra ID, system auto fetches the partner’s information. The number of JV
partners for a bid is determined by PE during bid document creation.

After adding the JV partner/s, bidder needs to upload the scanned copy of the JV agreement. The
invitation for JV is sent to the designated partner over email including the JV confirmation link. The
bidder can submit the JV bid only after the partner confirms the partnership by clicking on the link.

Module: Bid Opening
BID OPENING
The committee selects
a desired Bid for Bid
Opening Proceeding.
Members of Bid Opening
committee logs into the
e-GP system.
The committee
views the online
bids and adds
offline bids (if any)
The Bid Opening
Proceeding is
completed
The Bid Opening
Record(MUCHULKA)
is downloaded, signed
and uploaded to the
e-GP system
The Bid Opening Committee selects assigned procurement from the e-GP system. Thereafter, a Bid Opening
Record (MUCHULKA) is downloaded, signed and uploaded into the e-GP system. The committee completes the
Bid Opening Proceeding.

Steps
Step:1
A bid opening committee member logs into e-GP
system
Step:2
The user clicks Procurement Execution -> Bid Opening
Step:3
The user then selects the desired procurement
Bid Opening
Step:4
The members of Bid Opening Committee enters their credentials and
proceed
Step:5
The committee members views the online bids and download the bid
responses of each bidder.
Step:6
The committee member enters Discount and Methodology and Remarks of
each bidder and fills up offline bid(if any).
Step:7
A Bid Opening Record(MUCHULKA) is downloaded from the e-GP system.
Step:8
The signed copy of Bid Opening Record (MUCHULKA) is uploaded into the
e-GP system
Step:9
Bid Opening Proceeding is completed after successful upload of signed
copy of Bid Opening Record (MUCHULKA).

Module: Technical Bid Opening: Single Stage Two Envelope
Single Stage Two Envelope (1S2E) system requires separate Technical and Price Bid Opening. Technical
opening and evaluation of the bid is followed by the Price Bid Opening of the technically qualified bidders
only.
Technical opening requires simultaneous login from at least two members of the Opening Committee.
Like earlier explained modules, opening committee downloads all the online submitted bids and makes
necessary inputs for offline submitted bids.
Fig: Technical Bid Opening – Login
Any discount and methodology remarks are provided in the dashboard input field and Muchulka is
generated from the system. The system generated Muchulka (Opening Record) is signed by the committee
members and bidders’ representatives and the scan copy is uploaded to the system before forwarding to
the PE Chief.

Fig: Technical Bid Opening
The Offline bids addition islike that explained in earlier module (Works PPMO template).

Module: Price Bid Opening –Single Stage Two Envelope
Once the technical evaluation is finished, Price Bid Opening can be initiated by the Opening Committee
after the opening date is met.
Fig: Login Screen for Price Bid Opening
After login, the opening committee can view price bid response details for all technically qualified bidders.
Bid Opening Record (Muchulka) is generated after entering any discount offered in the price bid letter.
The signed Muchulka is uploaded in the system and Financial Bid Opening Proceeding is completed. The
Muchulka is sent to PE Chief for initiation of the Financial Evaluation.

Fig: Price Bid Opening – Screen
Module: Bid Clarification
During evaluation, Evaluation Committee can seek clarification from bidders on any matter that needs
further information relevant to evaluation. Such request for clarification is sent via email and also appears
in the bidder’s dashboard. Following steps are followed to respond to the clarification request:
Step 1
Bidder needs to go to Bid Clarification Menu.

Fig: Bid Clarification Response Initiation
Step 2
The bids that need response from the bidder are shown in the list.
Fig: List of bids to clarify
Step 3
The bidder needs to click Action button to view the clarification request.
Fig: Bid Clarification Response
Step 4
The bidder can respond to the clarification request by clicking the Respond icon at the right top corner of
the screen.

Fig: Bid Clarification response submission- Attachment upload
The bidder can fill up the text and attach any relevant document from the interface.
Step 5
Finally, the bidder clicks the Submit button to complete the response.
Fig: Bid Clarification response submission

Module: Contract Awarding
Contract Awarding Module
A mail is triggered
to the winning
bidder/supplier via
e-GP system.
PE Approver uploads LOI into
the e-GP system
PE Approver logs into the e-GP
system, approves the final
evaluation report and completes
the Evaluation process.
LOI
A system generated mail is
sent to all the participating
bidders/suppliers.
LOA
PE Approver uploads LOA
into the e-GP system
sent to the winning bidder/
supplier.
Contract
Document
After successful verification of
the Performance guarantee of
winning bidder/supplier, PE
Approver uploads the Contract
Document.
sent to the winning bidder/
supplier.
PE Approver logs into the e-GP system and approves the final Evaluation Report. Thereafter, LOI is uploaded
into the system after which an email is sent to the winning bidder along with other participating bidder. After
expiry of bid protest deadline, PE Approver uploads LOA in the system and email is sent to the winning bidder by
the system. Finally, PE Approver uploads contract document after ensuring verified PG through bank, hence
completing the contract awarding process.

Steps
Contract Awarding
Step:2
PE Approver approves the final report and completes the Evaluation process.
Step:1
PE Approver logs into the e-GP system, finds evaluation report pending in my pending task.
Step:3
PE Approver navigates to Contract Awarding Process via Procurement Execution in his
dashboard.
Step:4
PE approver selects the action button of respective bid line itemt whose contract awarding
process is to be initiated.
Step:5
PE Approver uploads the LOI via upload document and submits it.
Step:6
A system generated mail is triggered to the winning bidder/supplier and copy of that mail is
also sent to the participating bidder/supplier of that procurement..
Step:7
PE Approver uploads the LOA document via upload document and submits it.
Step:9
Before uploading the Contract document, the performance guarantee needs to be verified
by the bank maker and checker, after that successful verification PE Approver uploads the
Contract Document and submits it.
Step:8
A system generated mail is triggered to the winning bidder/supplier.
Step:10
A system generated mail is triggered to the winning bidder/supplier.

Step 1
PE approver logs into the e-GP system, clicks on Evaluation Report from Category of Pending Task.
Fig. Contract Awarding: Step 1
Step 2
The user approves the respective bid and completes the Evaluation process.

Step 3
The user navigates to Contract Awarding Process via Procurement Execution from his dashboard.
Step 4
The User selects the action button of the respective bid line item whose Contract Awarding process is to be
initiated.

Step 5
The User uploads the LOI document and submits it.
Step 6
A system generated mail is triggered to the awarded bidder/supplier and copy of that mail is set to all
participating bidders/supplier. LOI is also available as a public info in the bidder dashboard.

Step 7
After the successful issuance of LOI document, PE Approver uploads the LOA document in the system.
Step 8
A system generated mail is triggered to the winning bidder. Bidder can also log in to the system and see
the LOA and Performance Guarantee Amount in his dashboard.

Step 9
After LOA is issued, the Contract related Documents are available for download in the dashboard of PE
user (Chief). Based on the documents, a formal contract document is prepared. Similarly, the selected
bidder is able to see the performance security amount which needs to be prepared by him via bank.
Fig: Contract related Documents: PE Chief’s dashboard
Fig: Bidder’s Dashboard: Performance Guarantee Amount
Note: Bidder prepares the Performance Guarantee from the bank and uploads the document in the system
from Fee/Security >> Process Menu

Fig: Performance Guarantee Process (Fee/Security Menu)
The verification from the Bank’s Maker and Checker regarding the Performance guarantee is required
before uploading the Contract Document, after the successful verification of the Performance guarantee
PE Approver uploads the Contract Document to the system and contract signing can be done.

Step 10
A system generated mail is triggered to the winning bidder.
In this way, Contract Awarding process ends with the successful upload of the Contract Document. By the
time PE Approver uploads LOA and Contract Document, an auto generated mail is sent to the winning
bidder/supplier.
In case the L1 bidder doesn’t appear with performance guarantee after getting LOA
Fig: Selecting L2 Bidder

L2 Bidder can be selected if L1 doesn’t appear within stipulated time with the performance Guarantee.
Select L2 Bidder button gets active in the PE Chief Dashboard.
Fig: Bidder L2 Selection
Fig: L2 Bidder Selected

LOA Button Gets Active for the L2 Bidder.
Any additional document can be appended to Contract Document while uploading.

Module: Complaint Management
Complaint Management
Aggrieved bidder lodges
the complaint against
the evaluation
decision made by PE.
A system generated
mail regarding the
complaint lodge by the
aggrieved bidder is sent
to the PE creator.
PE creator logs into the
e-GP system and views
the lodged complaint.
PE creator suspends the
contract awarding
process till another
decision is made.
A system generated
mail is sent to the
bidder regarding the
lodged complaint.
After LOI is issued by PE during contract awarding process, an aggrieved bidder can lodge complaint to
PE within 7 days of LOI Issuance. Thereafter, PE creator receives a system generated mail notifying the
lodged complaint in e-GP system by Aggrieved Bidder. PE creator then views the complaint and decides
whether to reject the complaint or suspends the further contract awarding process.

Steps
Step:1
Aggrieved Bidder clicks on Procurement Execution ->
Complaint Management -> Complaint Lodge -> Create
Step:2
The user selects the contract to lodge the complaint.
Step:3
The user then raise complaint against evaluation decision to PE.
Complaint Management
Step:4
The user fills the Application Letter, uploads the supporting documents and
clicks on submit button.
Step:5
A system generated mail regarding the complaint is sent to the PE creator.
Step:6
PE creator logs into the e-GP system and navigates to Procurement
Execution -> Complaint Management -> Complaint Lodge -> View.
Step:7
The user selects the action button of lodged complaint.
Step:8
The user reviews the lodged complaint and suspend the contract awarding
process till another decision is made.
Step:9
A system generated mail regarding the suspend of contract awarding
process is sent to the aggrieved bidder.
Step:10
Aggrieved bidder logs into the system and views the response of PE on
lodged complaint.

Step 1
Aggrieved bidder logs into the e-GP system and navigates to Procurement Execution -> Complaint
Management -> Complaint Lodge -> Create.
Fig: Complaint Management fig 1
Step 2
The User selects the action button of desired contract to lodge the complaint.

Step 3
The user raises the complaint against evaluation decision into the system.

Step 4
The user fills the Application Letter field, uploads the supporting documents and clicks on the submit
button.
Step 5
A system generated mail is sent to the PE creator regarding the complaint lodged by the aggrieved bidder.

Step 6
PE creator logs into the e-GP system and navigates to Procurement Execution -> Complaint Management
-> Complaint Lodge -> View.
Step 7
The user selects the action button of contract in which the complaint is lodged.

Step 8
The user views the complaint and suspends the contract awarding process if the complaint is relevant or
rejects the irrelevant complaint.

Step 9
A system generated mail is received by the aggrieved bidder regarding the response of PE on his/her
complaint.

Step 10
The Aggrieved bidder logs into the e-GP system and views the response made by PE.
In this way, following the above-mentioned steps Complaint Management can be handled successfully.

Module: Payment Management
Project coordinator updates work schedule submitted by consultant, tracks the physical progress claimed
by consultant, process the payment requested by the consultant and request PE chief to certify the
payment certificate after reviewing the physical progress. After that Consultant submits the Performa
invoice to Accountant for further processing. Finally accountant process the payment.

Step:1
Contractor Logs into the system and navigates to Procurement Execution Menu
Execution-> Contract Mgmt -> Payment Mgmt -> Bill -> Create
Step2
The User searches for the respective contract and clicks on it’s Action button.
Step:3
The User initiates the Mobilization Advance payment with verified APG, and clicks on Submit
button.
Step:4
Project coordinator logs into the system and clicks on “Bill Approval Request” from category of
pending task.
Step:5
The User selects the Action button of initiated Bill Approval Request.
Step:6
The User verifies it and send it to PE chief.
Step:7
PE chief logs into the system and clicks on “Bill Approval Request” from category of pending
task.
Step:8
The User selects the Action button of initiated Bill Approval Request.
Step:9
The User verifies it and clicks on Certify button.
Step:10
The Mobilization Advance payment is now processed to the Accountant, Accountant logs into
the system and navigates to Procurement Execution -> Contract Management -> Payment
Management -> Bill -> Process
Payment Management
Similarly, Contractor and PE process the running bill (Monthly Statement) and Final Bill

Step 1
The User initiates the Mobilization Advance payment bill with verified APG and clicks on submit button.
Fig. Contract Management: Step 1
Step 2
Project coordinator logs in to the system and clicks on the bill approval request from category of pending
task.

Step 3
The User clicks on the Action button of the initiated bill approval request.
Step 4
The User verifies the bill approval request and sends it to PE chief.

Step 5
PE chief logs into the system and clicks on the bill approval request from category of pending task.
Step 6
The User clicks on the Action button of initiated bill approval request.

Step 7
The User verifies it and clicks on the certify button.

Step 8
The Mobilization advance bill payment is then processed to the accountant, accountant logs into the
system and navigates to Procurement Execution -> Contract Management -> Payment Management ->
Bill -> Process.
Fig: Contract Management: step 8
Step 9
The User fills in the contract number and clicks on the search button.

Step 10
The User clicks on the Action button of claimed advance bill payment.
Step 11
The User fills the payment order date and clicks on the submit button.

Step 12
Project coordinator needs to keep update on works completion of the contract hence the user logs in the
system and navigates to Procurement Execution -> Contract Management -> Project Management ->
View/Update.
Step 13
The User clicks on the action button of the respective contract.

Step 14
The user navigates to Manage Program Schedule -> Program Schedule -> Add Program Schedule.
Step 15
The User fills the works completion percentage, uploads the completion documents and clicks on the Add
button.

Step 16
Contractor can claim for the monthly statement bill when 30% of work is completed and verified by the
PE coordinator, the user clicks on the Add Item button to claim.

Step 17
The User fill in the Item BOQ as per works completed and clicks on the OK button.

Step 18
The User clicks on the submit button after adding the Item BOQ.

Step 19
Project coordinator clicks on bill approval request from category of pending task.
Step 20
The User clicks on the Action button of initiated monthly statement bill payment.

Step 21
The User verifies the initiated monthly statement bill payment and send it to PE chief.
Step 22
PE chief logs into the system and clicks on bill approval request from category of pending task.

Step 23
The User clicks on the Action button of initiated monthly statement bill.
Step 24
The User reviews the initiated monthly statement bill and clicks on certify button.

Step 25
Contractor needs to upload original invoice document for the account approval of monthly statement bill
payment, hence the user navigates to Procurement Execution -> Contract Management -> Payment
Management -> Bill -> Process.

Step 26
The user clicks on the Action button of initiated monthly bill statement.

Step 27
The User uploads the original invoice document and clicks on the submit button.

Step 28
Accountant logs into the system and navigates to Procurement Execution -> Contract Management ->
Payment Management -> Bill -> Process.
Step 29
The User fills in the contract number and clicks on the submit button.

Step 30
The User selects the Action button of claimed monthly statement bill.

Step 31
The User fills the payment order date and clicks on the submit button.

Step 32
Project coordinator updates the work completion as in the previous steps and clicks on Add button.

Step 33
Contractor logs into the system same as in previous steps, claims for the final bill and clicks on the submit
button.

Step 34
Project coordinator verifies the final bill initiated by bidder and sends it to PE chief.

Step 35
PE chief verifies the final bill and clicks on the certify button.

Step 36
Contractor uploads the original invoice document for the final bill payment and clicks on the submit
button.

Step 37
Accountant fills the payment order date and clicks on the submit button to make final bill payment same
as previous step made by the accountant.
Contract Management process ends with the completion of works and release of payment to the
contractor. After that DLP or warranty period starts based on terms specified in contract document.

Bidders training mannual

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