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As a project procurement manager, I need to acknowledge the requisition and assign a buyer who will execute the inquiry process.
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As a buyer, I need to create or revise the inquiry (RFQ).
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As a SmartPlant Foundation user, I need to manage the engineering and supporting documents for the project so that technical information will be available downstream.
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As a document controller, I need to manage engineering and supporting documents for the project so that technical information will be available downstream.
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As a buyer, I need to attach the supporting documents to the inquiry.
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As a buyer, I need to maintain the inquiry by defining bidders, bidding instructions, exchange rates, confirmation of quotes, evaluation checklist, and so forth.
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As a buyer/project procurement manager, I need to approve and issue the inquiry to bidders. Depending on the company and the project requirements, the inquiry may be subject to an extensive approval process.
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As a supplier, I need to prepare and finalize the bid, including both commercial and technical information.
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<decision point> As a buyer/project procurement manager, I need to determine if the bid is complete and commercially acceptable.
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<decision point> As a requisition owner, I need to decide if a technical evaluation is required.
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As a requisition owner, I need to perform a technical evaluation of the bid to ensure the requisition specifications are met.
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As a supplier, I might initiate a request for information process to clarify technical or commercial issues with the buyer or the requisition owner. As a buyer, I might also initiate a request for information process to the bidder. This will be a continuous discussion between the supplier and buyer.
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As a buyer, I need to finalize the commercial evaluation of the bids.
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As a buyer, I need to finalize the bid tabulation.
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As a project stakeholder, I need to approve the selections as proposed by the buyer and resulting from the bid tabulations.