An organisation can play various roles within the procurement process. The organisation types and roles have been determined by TED, which have been integrated into the Notice editor implementation.
Let’s take a look at the image below, after you have added an organisation to the form you are ready to decide their role in the procurement process. One organisation can have many roles, so you will be able to select the same organisation in different fields
If an organisation doesn’t have a role in the form, you will be unable to publish, each organisations must have at least ONE role.
Type of the organisations
Buyer: Organisation that manages the budget allocated for the procedure and pays for the items being procured
Tenderer: Any economic operator at the forefront of work in a Tendering Party
Party, or Parties, who has / have submitted his / their tender
NB: The Tendering Party may be composed of a single organisation or a grouping of organisations
Subcontractor: Organisation that performs parts of the work of a main contractor.
Procurement service provider: Economic operator providing procurement services to contracting authorities
Other (Review body, Taxation office, Central administration...)
Here's how it operates: To begin, you need to add the organisation and select its type. Once this is done, the organization will become accessible in various dropdown menus within the form. When you choose an organization from one of these dropdowns, you are essentially assigning them a specific role in the process. Depending on the form you are using you will be able to see all 5 organisation types, or less.
Create organisation | step by step
After having created the form:
Click Organisations on the left-side menu
Click + Add organisation
Select the type of organisation
Fill-in all the mandatory fields highlighted in red. Tip: You can also make use of My checklist to move from mandatory field to mandatory field
Click Close, once you have filled in all information
The organisation you just added should be visible as one of the organisations listed below.
Granting a role to an organisation | step by step
In the publication form you will find both mandatory and non-mandatory fields where you can grant a role to the organisations. On these fields you will be able to select the organisations from a dropdown
Be aware that if the organisation that you desired to select is not showing in the dropdown, this is probably happening because the organisation type is not correct, you can edit this in the organisation tab on the left-side menu
After having added an organisation to the form:
Click the field
Select from the dropdown the organisation which will assume that role during the procurement process
The dropdown with the organisation you just added should look like the image below, depending on the conditions of the field one or more organisations will be visible.
Article Ref: 310320251406