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Configuration

The set of possible configuration values:

You can look for more details in :ref:`config` section.

Modifying tender

On first stage you set procurementMethodType to CompetitiveDialogueEU then on second stage you have tender which similar to Open UE procedure.

You can modify only tenderPeriod.endDate and deliveryDate for items. Another changes will not be saved. Let's update tender by supplementing it with all other essential properties:

.. http:example:: tutorial/stage2/EU/patch-tender-periods.http
   :code:

We see the added properties have merged with existing tender data. Additionally, the dateModified property was updated to reflect the last modification timestamp.

Also we must set tender status to active.tendering for adding access to supplier

.. http:example:: tutorial/stage2/EU/tender-activate.http
   :code:


Checking the listing again reflects the new modification date:

.. http:example:: tutorial/stage2/EU/tender-listing-after-patch.http
   :code:

Procuring entity can not change tender if there are less than 7 days before tenderPeriod ends. Changes will not be accepted by API.

.. http:example:: tutorial/stage2/EU/update-tender-after-enqiery.http
   :code:

That is why tenderPeriod has to be extended by 7 days.

.. http:example:: tutorial/stage2/EU/update-tender-after-enqiery-with-update-periods.http
   :code:

.. index:: Document

Uploading documentation

Procuring entity can upload PDF files into the created tender. Uploading should follow the :ref:`upload` rules.

.. http:example:: tutorial/stage2/EU/upload-tender-notice.http
   :code:

201 Created response code and Location header confirm document creation. We can additionally query the documents collection API endpoint to confirm the action:

.. http:example:: tutorial/stage2/EU/tender-documents.http
   :code:

The single array element describes the uploaded document. We can upload more documents:

.. http:example:: tutorial/stage2/EU/upload-award-criteria.http
   :code:

And again we can confirm that there are two documents uploaded.

.. http:example:: tutorial/stage2/EU/tender-documents-2.http
   :code:

In case we made an error, we can reupload the document over the older version:

.. http:example:: tutorial/stage2/EU/update-award-criteria.http
   :code:

And we can see that it is overriding the original version:

.. http:example:: tutorial/stage2/EU/tender-documents-3.http
   :code:


.. index:: Enquiries, Question, Answer

Enquiries

When tender has active.tendering status and Tender.enqueryPeriod.endDate hasn't come yet, interested parties can ask questions: Ask question can only participants which were approved on first stage, someone else try ask, he catch error

.. http:example:: tutorial/stage2/EU/ask-question-bad-participant.http
   :code:

Now participant from first stage try create question.

.. http:example:: tutorial/stage2/EU/ask-question.http
   :code:

Procuring entity can answer them:

.. http:example:: tutorial/stage2/EU/answer-question.http
   :code:

One can retrieve either questions list:

.. http:example:: tutorial/stage2/EU/list-question.http
   :code:

or individual answer:

.. http:example:: tutorial/stage2/EU/get-answer.http
   :code:


Enquiries can be made only during Tender.enqueryPeriod

.. http:example:: tutorial/stage2/EU/ask-question-after-enquiry-period.http
   :code:


.. index:: Bidding

Registering bid

Tender status active.tendering allows registration of bids. Bidder can register a bid with draft status.

Like with question only approved participants can register bid. If participant which did not was on first stage try create bid, he will catch error

.. http:example:: tutorial/stage2/EU/try-register-bidder.http
   :code:

Get error, now participant from first stage try

.. http:example:: tutorial/stage2/EU/register-bidder.http
   :code:

and approve to pending status:

.. http:example:: tutorial/stage2/EU/activate-bidder.http
   :code:

Proposal Uploading

Then bidder should upload proposal technical document(s):

.. http:example:: tutorial/stage2/EU/upload-bid-proposal.http
   :code:

Confidentiality

Documents can be either public or private:

  1. Privacy settings can be changed only for the latest version of the document.
  2. When you upload new version of the document, privacy settings are copied from the previous version.
  3. Privacy settings can be changed only during tenderPeriod (with active.tendering status).
  4. If tender has status active.qualification winner can upload only public documents.

Let's upload private document:

.. http:example:: tutorial/stage2/EU/upload-bid-private-proposal.http
   :code:

To define the document as "private" - confidentiality and confidentialityRationale fields should be set.

confidentiality field value can be either buyerOnly (document is private) or public (document is publicly accessible).

Content of private documents (buyerOnly) can be accessed only by procuring entity or by participant who uploaded them.

confidentialityRationale field is required only for private documents and should contain at least 30 characters.

Let's mark the document as "private":

.. http:example:: tutorial/stage2/EU/mark-bid-doc-private.http
   :code:

It is possible to check the uploaded documents:

.. http:example:: tutorial/stage2/EU/bidder-documents.http
   :code:

Financial documents uploading

Financial documents are also a part of Bid but are located in different end-points.

In order to create and/or get financial document financial_documents end-point should be used:

.. http:example:: tutorial/stage2/EU/upload-bid-financial-document-proposal.http
   :code:

Get financial documents:

.. http:example:: tutorial/stage2/EU/bidder-financial-documents.http
   :code:


Financial documents will be publicly accessible after the auction.

Here is bidder proposal with all documents.

.. http:example:: tutorial/stage2/EU/bidder-view-financial-documents.http
   :code:

Note that financial documents are stored in financialDocuments attributes of :ref:`Bid`.

Bid invalidation

If tender is modified, status of all bid proposals will be changed to invalid. Bid proposal will look the following way after tender has been modified:

.. http:example:: tutorial/stage2/EU/bidder-after-changing-tender.http
   :code:

Bid confirmation

Bidder should confirm bid proposal:

.. http:example:: tutorial/stage2/EU/bidder-activate-after-changing-tender.http
   :code:

Second stage EU Competitive Dialogue procedure demands at least two bidders, so there should be at least two bid proposals registered to move to auction stage:

.. http:example:: tutorial/stage2/EU/register-2nd-bidder.http
   :code:

Batch-mode bid registration

Register one more bid with documents using single request (batch-mode):

.. http:example:: tutorial/stage2/EU/register-3rd-bidder.http
   :code:


.. index:: Awarding, Qualification

Bid Qualification

On second stage in Competitive Dialogue procedure requires bid qualification.

Let's list qualifications:

.. http:example:: tutorial/stage2/EU/qualifications-listing.http
   :code:

Approve first two bids through qualification objects:

.. http:example:: tutorial/stage2/EU/approve-qualification1.http
   :code:

.. http:example:: tutorial/stage2/EU/approve-qualification2.http
   :code:

We can also reject bid:

.. http:example:: tutorial/stage2/EU/reject-qualification3.http
   :code:

And check that qualified bids are switched to active:

.. http:example:: tutorial/stage2/EU/qualificated-bids-view.http
   :code:

Rejected bid is not shown in bids/ listing.

We can access rejected bid by id:

.. http:example:: tutorial/stage2/EU/rejected-bid-view.http
   :code:

Procuring entity approves qualifications by switching to next status:

.. http:example:: tutorial/stage2/EU/pre-qualification-confirmation.http
   :code:

You may notice 10 day stand-still time set in qualificationPeriod.

Auction

After auction is scheduled anybody can visit it to watch. The auction can be reached at Tender.auctionUrl:

.. http:example:: tutorial/stage2/EU/auction-url.http
   :code:

Bidders can find out their participation URLs via their bids:

.. http:example:: tutorial/stage2/EU/bidder-participation-url.http
   :code:

See the Bid.participationUrl in the response. Similar, but different, URL can be retrieved for other participants:

.. http:example:: tutorial/stage2/EU/bidder2-participation-url.http
   :code:

Confirming qualification

Qualification commission registers its decision via the following call:

.. http:example:: tutorial/stage2/EU/confirm-qualification.http
   :code:


.. index:: Setting Contract

Setting Contract

All operations with contract moved to :ref:`econtracting`

Cancelling tender

Tender creator can cancel tender anytime. The following steps should be applied:

  1. Prepare cancellation request.
  2. Fill it with the protocol describing the cancellation reasons.
  3. Passing complaint period(10 days)
  4. Cancel the tender with the prepared reasons.

Only the request that has been activated (th step above) has power to cancel tender. I.e. you have to not only prepare cancellation request but to activate it as well.

For cancelled cancellation you need to update cancellation status to unsuccessful from draft or pending.

See :ref:`cancellation` data structure for details.

Preparing the cancellation request

Tender creator can cancel tender anytime (except when tender in status active.auction or in terminal status e.g. unsuccessful, canceled, complete).

The following steps should be applied:

There are four possible types of cancellation reason - tender was noDemand, unFixable, forceMajeure and expensesCut.

id is autogenerated and passed in the Location header of response.

.. http:example:: tutorial/stage2/EU/prepare-cancellation.http
   :code:

You can change reasonType value to any of the above.

.. http:example:: tutorial/stage2/EU/update-cancellation-reasonType.http
   :code:

Filling cancellation with protocol and supplementary documentation

This step is required. Without documents you can't update tender status.

Upload the file contents

.. http:example:: tutorial/stage2/EU/upload-cancellation-doc.http
   :code:

Change the document description and other properties

.. http:example:: tutorial/stage2/EU/patch-cancellation.http
   :code:

Upload new version of the document

.. http:example:: tutorial/stage2/EU/update-cancellation-doc.http
   :code:

Passing Complaint Period

For activate complaint period, you need to update cancellation from draft to pending.

.. http:example:: tutorial/stage2/EU/pending-cancellation.http
   :code:

When cancellation in pending status the tender owner is prohibited from all actions on the tender.

Activating the request and cancelling tender

if the complaint period(duration 10 days) is over and there were no complaints or all complaints are canceled, then cancellation will automatically update status to active.

.. http:example:: tutorial/stage2/EU/active-cancellation.http
   :code: