SMART by GEP – Sourcing - RFx

Quick Reference Guide

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 Accessing the RFx event

You might receive emails inviting you to participate in a sourcing RFx event, when buyer
organizations publish events and invite you to them. You can access the sourcing event by using
the link provided in the email, as shown:

Alternatively, you can directly log in to SMART by GEP and access the event from the Task
or Manage section of your Workspace.

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 Viewing an RFx Document

You can find the required RFx document via the Tasks or Manage section of your Workspace.

Under Tasks section, locate the Under the Manage section, navigate to the
required RFx on the associated card. RFx card, and locate the required RFx.

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 Guidelines Acknowledgement

You may need to first accept the NDA/Guideline set by the buyer organization.

1. Click the Guideline

name to read through
them and select the I
Accept General
Guidelines checkbox.

2. Click Accept
Guidelines

On first access to the RFx page, you can see the Acceptance section on the top, depending
upon the configuration set by the buyer. Only this section is active initially. You are required to
read the NDA and other documents and accept it to gain access to the remaining sections in
the RFx event.

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 Confirm Participation

Once you accept the Guideline, depending on the settings applied by the buyer, you may need
to confirm your participation before taking part in the RFx.

click the My organization wishes to participate in

this event checkbox and then click the Confirm
Participation button at the bottom right corner.

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 The RFx Document

After you accept the NDA/Guidelines in the Acceptance section, the rest of the RFx document
containing the following sections become accessible:

1. Basic Details: Basic information regarding the RFx event such as the event name, description,
type, currency, category, business unit and region.

2. Buyer Contact Information: Contact information regarding the buyer.

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 The RFx Document

3. Timelines: Information regarding the time duration to submit your response.

4. Guidelines: Information on guidelines, NDA, or standard practices set by the buyer.

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 The RFx Document

5. Questionnaires: Enables you to answer questions that may have been added by the buyer. For
information on responding to Questionnaires, see Responding to a Questionnaire.

6. Price Sheets: Contains a list of items the buyer intends to procure, for which you can provide
your quotations. For information on responding to Price Sheets, see Responding to a Price
Sheet.

7. Attachments: May contain any supporting documents/files added by the buyer that may aid you
while responding to the RFx.

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 Responding to a Questionnaire

The Questionnaires section enables you to answer questions added by the buyer. Your response
to the questions may determine your score when the RFx is evaluated.

1. Click the Edit icon

to respond to a
questionnaire.
The questions within the questionnaire are as displayed below:

2. Respond to the
questions added by
the buyer, in the
space provided for
each question.

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 Responding to a Price Sheet

A price sheet includes a list of items the buyer intends to procure. As a supplier, you can provide
a quotation for the required items.

Click to respond to the

price sheet.

Click the Download

icon to download the
Price Sheet.

Use these options to

perform various actions
on the Price Sheet.

Fill in your quotation/details

in the Price per unit column.

Select No under the Intent to Bid column in case you do not want
to bid for an item.

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 Submitting a Response

After viewing all the required details on the RFx and responding to the questionnaires and price
sheets, as applicable, you can submit your responses to the buyer. Once the response is
submitted, the status of the event changes to Response Submitted.
You will receive an email if you are awarded.

Click Submit to
submit your
response

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 Withdrawing Response

You can withdraw your submitted responses in a sourcing event, for revision or correction. The
revised responses can then be resubmitted until the Response timeline is active.

Click Withdraw
Responses to
withdraw your
response

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 Discussion Forum

Using the Discussion Forum, you can view and take part in various discussion topics that are
created by the buyer, as well as create your own topics. You can start a discussion once the
event is live.

Click the Discussion Forum icon to initiate a Group

Discussion:

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