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E-Sourcing Quick Guide

Área de Formación
Telefónica Compras Electrónicas
Summary
1. Introduction .

2. Access to the platform.

3. Negotiation models

4. Sending offers to the purchaser via RFP

5. Events

6. Dutch Auction

7. English Auction

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1. Introduction

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Introduction 1

Quick guide objetives

 As a main objetive this document will explain the tendering process for
Telefonica’s suppliers in Adquira. This process will be shown from the login
to the platform to the moment an offer is sent to the purchaser.

 This guide includes the description of processes related to negotiation


models such as RFP and auctions.

 A detailed explanation on how to send and offer (RFP), according to


Telefonica’s and suppliers needs.

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2. Access to the platform

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Acceder a Adquira Sourcing 2

1 From your PC go to : https://acm.tce.adquira.com/suppliers


3
Login with your User and password, If
you have any issue or if you forgot your
password contact the Suppliers service
line in your country or send an email to
the support Team. (Info available on
page 16 of this guide.)

TITULAR PRIMERO

TITULAR PRIMERO

2 In the Customer Area click on the “Telefonica group supplier negotiations” option.

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3. Negotiation models

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Negotiation models 3

 The negotiation models are:


 RFP (Request for Proposal)
 Auctions:
 English Auction
 Dutch Auction

 As soon as you get into the event, you will be able to see which negotiation model you are participating in.
 To begin with the purchaser sends the RFP in order to have a quick review of the offers.
Based on that info the auction could start.
1. RFP (Request for Proposal)
TITULAR PRIMERO
 An RFP is a bilateral negotiation model. On this one, the purchaser sends to the suppliers a detailed description of
his negotiation needs; then the supplier replies it by attaching the technical and economic offer.

TITULAR PRIMERO

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Negotiation models 3

2. Auctions:

These events are made based on the purchaser negotiation needs, depending on the suppliers profile. There are two
types of auctions :

English auctions: This auction will have an starting price. Purchaser will set up time and percentage decrease . That way
the price will decrease and the suppliers should have to include an offer. When the countdown is over the last offer will
be selected.
TITULAR PRIMERO

Dutch auction: This auction will also have an starting price, but in this case the price will increase automatically; the
supplier offering the cheaper proposition will be selected.

The supplier does not have to include any price, but just to agree to the required value.

TITULAR PRIMERO

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4. Sending offers to the purchaser via RFP

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Offer sending via RFP 4

 To participate in one of the


events and to send the offer to
the purchaser, the verification
list must be checked,
completing each one of the
points.
1. By checking the details on the
event you will find the contact
info and a general overview of
the RFP that you are taking
part of.

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Offer sending via RFP 4

IMPORTANT NOTE: for any question


about the certification and the information
who remains in the Certified Management
Section, you might get in contact directly
with the purchaser.

2. After acceptance of the agreement, Telefonica will set the conditions for the new suppliers to join the event and to determine if
its a global purchase or if is not. In this step may appear the following sections:

 Financial Officer Section, data for queries or communications with the financial manager.

 Certifications Management Section, whom will appear in those events who by nature the service to made inquiry the supplier
certification in order to the fulfillment of the internal normative from Telefónica Group about company integrity. In this section
you should download the template, print it, sign it, scanner and attach it, as well as mention the Name, Surname from the person
who sing the document, the charge in the company and the certification sing date.

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Offer sending via RFP 4

 In the lots selection (Third


point in the check list) you
will be able to find the
articles or services inside
the negotiation. At this
point the supplier must
select the article or
service that will be
offered.

1. Check the articles/services, and after selecting them, you must click
on the "____________" to unlock the last step "_____________".

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Offer sending via RFP 4

 In this last point you will be able to


upload the economic offer,
specifically point 3.1. Here, the best
offer must be uploaded considering
the currency set by the purchaser.

 The economic offer may be charged with


the option " attach file“. This file must not
exceed the 50Mb size. If your file exceeds
that size, you will have to use a
compression software to get a .ZIP or .RAR
file in order to complete the upload
successfully.

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Offer sending via RFP 4

 As soon as you get the economic and technical


offer uploaded and after verifying that you have
enough time remaining in the negotiation, you
will be able to click on "Submit“.

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Offer sending via RFP 4

 Once the offer is sent the system will confirm that action, and the “review response" button
will be enabled. This button allows you to make modifications on the last sent offer to the
purchaser. This option may be available only if there´s remaining time on the negotiation.

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Envío de una Oferta por RFP 4

 By clicking on "Review
Response“ the
negotiation system
allows you to modify
either the technical or
the economic offer
that were recently
added. This way, it is
possible to to set up a
better offer or to fix
an error.

 After submitting the


changes, you can send
a new offer to the
purchaser.

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Offer sending via RFP 4

 When the offer is sent, the platform gives us confirmation of that. You can also
check this confirmation on the "Response History" option.

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Offer sending via RFP 4

 "Response Historical" option shows the reference number the platform automatically emits, for each offer
that has been sent and also highlights its status. This status should be “Accepted”; that means the offer has
been sent correctly. Initially the offer that has been sent changes to a “Substituted” status. That way the
purchaser will have the offer sent at last.

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5. Events

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5
5. Estados de un evento

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6. Dutch Auction

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Dutch Auction 6

Dutch Auction

 At the beginning of the Dutch auction you will se the initial price the system
offers. The price will increase in a constant amount by intervals of 3 to 4
minutes.

 In this type of auction, you will not be able to insert or send any bid nor to
try to set a better offer in comparison to other suppliers offers.

 The only price that could be accepted will be the one the system offers, and
immediately the auction will change status to Pending Selection. The first
supplier accepting the price will be the action winner.

 As an advice, it is really convenient not to accept the price in the last


seconds before the price changes; this to avoid any issue.

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Dutch Auction. 6

 Joining the auction should be within


the first status “Preview”. This status
its an extra time given by the
purchaser to check and review the
auction details before it starts.

To participate in the event you must


check every single point in the
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checklist:

 There you will be able to: :


 Check event details.
 Check and accept the deal.
Select lots
TITULAR PRIMERO  Send bids.

 Under the general view of the event you will be able to identify if it
is a Dutch or an English auction.

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Dutch Auction. 6

 Within the agreement you will find the terms a conditions to be accepted in order to become
Telefonica's supplier. At this point you will have to review every point in the agreement. On every event
you will have to accept terms and conditions. This does not mean that your involve in the auction
already; this is just the previous step to access to the event. Now if PRIMERO
TITULAR you click on “Cancel” button, you
will be back to the previous page and no action will be submitted; so then you will need to accept terms
and conditions again.

IMPORTANT: As well as the RFP. this type of events will appear in the following sections: Financial Officer Section and Certifications
Management Section (view slide 12)

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Dutch Auction. 6

 On this screen you have


the opportunity to decline
participation in the offer.
If you select that option
the system will ask you for
a reason why you are
choosing to decline.
Declining participation in
an event does not prevent
you to participate again on
one of it.

 To go back to the event you can


use the "_________" and you will
be back in the event. Then you TITULAR PRIMERO
have to accept the conditions
and get into the next step: Lots
Selection.

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Dutch Auction. 6

 Most of the times you will


find mandatory questions to
be answered. If you don't
send corresponding answers
you wont be able to take part
of the negotiation.
 Once you send the info the
system will generate an ID.

 It is important to keep on mind


that those answers does not
represent a value or price. In
order to send a bid or money
offer you will have to click on
the option “PUJA POR LOTES“.
That way you will have the
chance to offer.

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Dutch Auction. 6

 In the lots selection screen, the articles, services


TITULAR or products
PRIMERO
taking part on the auction will be shown. After selecting the article
or service that you are bidding for, you have to click on the
"____________“. Keep on mind that you will be able to select all
articles or services in the auction.

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Dutch Auction. 6

1. In “AJUSTES DE PUJA” you will


be able to identify the price
increment, depending on the
time and based on the first or
1 initial price.
2
3 2. The amount that is going to be
added to the original or starting
value will be shown in the
quantity tab.

3. The time the next adjustment


is to be set, is arranged by the
purchaser to increase the original
amount.
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 When sending a bid you have to keep on mind the remaining time on each of
the lots that are being offered. You can click on “ACTUALIZAR TOTALES” in
order to refresh all the values that were changed from the original amount.

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Dutch Auction. 6

 If the price showed in the screen is the


one you want to offer, you must click on
“ENVIAR ACEPTACION” to accept that price.
That info will be sent to the purchaser. After
that, you as a supplier, will receive an ID
(different from the one on the initial
questions). The ID will guarantee that your
bid has been sent. Then you will see the
updates in the “HISTORICO DE PUJAS”
option.

 After the offer is sent, the auction its going


to be on “PENDING SELECTION” status. In
that case you will not be able to send
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another bid or offer and on the top of the
screen you will see a message with a green
background confirming that none of the
suppliers will be able to send another bid or
the offer.

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¡Keep on mind! 6

Important info

 Permission to equalize the starting price on a Dutch Auction:

 If the stating price is accepted by one the suppliers, the system will give the
possibility to the rest of them, to equalize the offer. The system will set xxx
minutes since the end of the auction to get contact through email.

 If another supplier equals the first offer, the purchaser will open a new
auction, but this time will be an English auction (in which price decreases)
available for all suppliers who equalized the first offer, in order to decide who
is going to win the action.

 If none of the suppliers add a new bid in the English auction, the winner will be
the one who won the Dutch auction.

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7. English Auction.

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English Auction 7

English Auction

 In this auction the highest price on the market is going to appear depending
on the purchaser’s set up.

 As a supplier, you will have to improve the price according to the next rule:

 If the purchase was established improving the price, your offer has to
be putting a lower price and depending on the amount that the
purchaser set.

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English Auction 7

 In the English Auction, the


purchaser is able to see the
whole progress during the
whole time, and the
participants can see basic
information, such as position
they take up, remaining time
etc.

 You must check the remaining time on the preview, so then you will know everything
about the auction prior to the beginning of it. Then you will have to continue with
the checklist in which information has to be fully entered.

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English Auction 7

 As soon as you complete the mandatory questions, the auction will work the same as the
Dutch auction. Every supplier must answer the mandatory questions in order to send
TITULAR PRIMERO
economic offers. You will see a message ( Screenshot ).

IMPORTANT: As well as the RFP. this type of events will appear in the following sections: Financial Officer Section and Certifications
Management Section (view slide 12)

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English Auction 7

 Last point “ENVIAR PUJAS”

 You will have to include a value. If you set a higher value than the one in the system, an error
message will be shown almost immediately. TITULAR PRIMERO

 In the checkpoint "PRICE" you can include the value to offer, keeping on mind the bid decreasing
characteristic and if you want to lead the auction you have to click on “ENVIAR” (that is the
orange button) and the new offer will be the new best offer. If you reduce the last price in the
auction, the sent bid will be the “PUJA LIDER”.

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English Auction 7

 In this screen the “HISTORICO


DE PUJAS” will be shown. You
have to access to the “HISTORICO
DE RESPUESTA” on the console.

 Also you could lead the bid by


clicking the orange button with
no need of adding an offer
manually.

TITULAR PRIMERO
 When the value is inserted in the price check, you can make an exact
calculation to discount de price of the bid. Before you send the price or bid,
make sure you have updated the totals in order to set a current price and send
the offer over the last one.

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English Auction 7

TITULAR PRIMERO
 Once the auction time has elapsed the status of the event is going to be “PENDING SELECTION”. On this
status none of the suppliers will be able to send any additional offer or bid. At this point, the last sent offer
will be considered as accepted by the purchaser and you will be notified as the winner of the negotiation.

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¡ Remember! 7

General Details

 In the auctions, you will often see the “PREVIEW” to review all the
conditions before the auction starts. However the RFP does not include the
previews ones so this type of auction could be longer than the recent ones.

 In the RFP like in the auctions, you will have the option to send messages to
the purchaser to solve any doubt and you will receive contesting messages as
well.

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¡Remember! 7

General Details

 When time is up during the negotiation, its status is going to change to


“PENDING SELECTION”; that means that none of the suppliers will be able to
send an additional offer because the purchaser will be analyzing each sent
offer.

 The last step in the process will be the “COMPLETED STATUS” meaning that
the negotiation is done and the awarding was successful to one of the
participant suppliers. Awarded supplier is going to be contacted by the
purchaser. However the “COMPLETED” status will be set only by the
purchaser; if that status is not achieved the negotiation will remain in a
“PENDING SELECTION” status.

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