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It allows you to conduct the Market Analysis by Item.
Procedures
- When you access the By Item option, select the desired branch and confirm it.
- The Market Analysis - Add screen is displayed for you to fill out the following fields:
. Bidding Rule: use the survey resource to select the desired rule, already registered in Bidding Rule. Then, the following fields are automatically filled out:
. Suggested Mod.: Field filled out according to Bidding Rule definitions, also considering the contents of the Est Value field, linked to the value range limits (From/To) of the Bidding Rule register (according to each class).
Examples:
Rule 001 - GENERAL RULES FOR BIDS AND CONTRACTS 8.666/93 - Law 8.666
Modalities available for this rule:
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Modality
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Description
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CC
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Competition
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CV
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Invitation
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TP
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Price Taking
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DL
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Bidding Dismissal
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LL
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Auction
Rule 003 - GENERAL RULES FOR PUBLIC PROCLAMATION 10.520/02 - Law 10.520
Modalities available for this rule:
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Modality
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Description
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PG
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Public Proclamation
. Complied Mod.: filled out with the same content as Suggested Mod. or use the survey resource to select another option. However, changing the modality requires justification.
. Modality Type: it is linked to Complied Mod. Use the survey resource to select the desired modality type.
Examples:
. Modality CC - Submission
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Type
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Description
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MT
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Best Technique
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TP
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Technique and Price
. Modality DL - Bid Release
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Type
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Description
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AA
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Adherence to Minutes
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DE
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Emergency Release
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DR
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Remainder Release
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DV
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Release by Value
- Class: it is linked to the modality and agrees with the Bid Rules. The following options are displayed:
1=Engineering Services and Works.
2=Purchases and Others.
3=Disposal of Assets.
Products Folder
It allows you to enter the products belonging to the item. You must fill out the following fields:
- Product Code: double-click the field to use the search feature and select the desired product.
- Quantity: enter the quantity of product belonging to the lot.
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Note
The Measurement Un. and 2nd MU Qty. fields are automatically filled out according to the Product Code field.
- Eval. Method: The following options are available:
1=Global Average: arithmetic average of total value of all participants.
2=Highest/Lowest Average arithmetic average considering only the highest and the lowest total value among the participants.
3=Highest: highest total value among the participants.
4=Lowest: lowest total value among the participants.
5=Intermediate: the lowest value between the highest and the lowest is accepted.
Example:
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Supplier
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Unit Price
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Supplier A
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1,500
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Supplier B
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1,100
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Supplier C
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500
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Supplier D
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1,300
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Note
In the frame above the amount 1,100 is regarded as intermediate because, above 500 (the lowest in the range) it is the lowest value.
6=Entered: the participant values are not considered when the estimated amount is entered manually.
- Estimated Value: it is automatically filled out according to the option defined in the Method field.
Requests Folder
It displays the Purchase Request/Item number. For this information to become available, access Related Features, click Requests, mark the desired request(s) and confirm selection(s).
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Note
When you activate the Requests option, the Centralized Purchase is available, bringing purchase requests of other branches for the same product.
Outside the Products and Requests folders, the following fields are available:
- Type: select an option between 1=Pre Supplier and 2=Supplier.
- Supplier: Use the search feature to select the desired supplier.
- Unit Price: visual information, resulting from the calculation performed in the Lot Composition
- Total Value: it automatically calculates the value according to the selected Method, except for option 6=Entered, as in this case you can enter the value you want. .
- Consid Surv.: when this option is deselected, the supplier price is disregarded from the estimated value calculation.
- : it allows you to write notes on the supplier. Completion example:
"The entered price is higher than those of the other suppliers; however, the product quality is better".
- Brand: enter the product brand.
- Manufacturer: enter the product manufacturer.
Related Features
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