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Copyright © Bechtel Corporation. All rights reserved. The Bechtel Supplier and Contractor Portal Returning Member Guide http://supplier.bechtel.com http://contractor.bechtel.com

The Bechtel Supplier and Contractor Portalsupplier.bechtel.com/Documents/Returning Member Guide.pdf · log into Bechtel Supplier and Contractor Portal on your company’s behalf

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Copyright © Bechtel Corporation. All rights reserved.

The Bechtel Supplier and

Contractor Portal

Returning Member Guide

http://supplier.bechtel.com

http://contractor.bechtel.com

Copyright © Bechtel Corporation. All rights reserved.

Table of Contents

Topic Home Page

Logging Back In

Forgot Password

My Company Registration

Returning Member Home Page

Managing Member Accounts

Full Registration

Printing Your Registration

Navigation Multiple Registration

What Happens Next

Finding Additional Contacts

Help Resources

Slide # 3

4

5

6 – 8

12 - 13

14 - 15

16 – 34

35

36

37

38

39

Copyright © Bechtel Corporation. All rights reserved. Page 4

Logging Back In

Once you have successfully completed your registration, you can return to review and update data at any time.

Copyright © Bechtel Corporation. All rights reserved. Page 5

Forgot Your Password?

• Enter your email address for the

member account

• Click Request Login button

• If the data you entered matches an existing account, a new password will be sent to the email address listed.

• Note: A red arrow will indicate a required field.

• Click the Forgot Password link to retrieve a new password from the system

Copyright © Bechtel Corporation. All rights reserved. Page 6

Returning Member Home Page

…review/update your data or manage

user accounts

Once you’ve logged in with your User Name and Password…

Copyright © Bechtel Corporation. All rights reserved. Page 7

Returning Member Home Page (cont’d)

To add a separate registration for a different company to your member profile, from the Home Page click here to register an additional company. You will complete the same registration wizard used during initial registration.

Each time you log in you’ll need to pick which company registration you want to manage before getting to view your company home page

Switch between registrations using the Switch Company link in the black menu bar

My Company Registration

You can manage your registration all in one spot.

• Change my password Click on link Change my password , enter in your email

address and click the Request Login button.

• Manage my account profile Use this link to add or edit users who are authorized to

log into Bechtel Supplier and Contractor Portal on your

company’s behalf.

• Register another company Click on like to register an additional company

• Read and review the registration

instructions. Returning Member Guide available to assist you with

your registration.

Copyright © Bechtel Corporation. All rights reserved. Page 8

Dashboard

The dashboard section provides a quick

link to the following:

Alerts Tab

• Alerts will advise you of any new Projects that have

been added to Project Opportunities since your last

login.

Performance Tab

• Shows performance Strategic Ratings, Average

Performance Ratings, Performance Issues, Quality

Issues, and On Time Shipment

Sales Tab

• Provides Sales Volume and Market Share

Contact Us Tab

• Provides Help Desk support for each application

and also provides Small Business Support

• Project Opportunities

• View a list of and indicate your interest in Bechtel

projects world wide.

• Submit Documents and Files

• Upload documents to share with Bechtel.

• Bechtel eAuction

• Provides a learning to tool about Bechtel eAuction

• My Bid Packages

• Review eRFP packages you have available to you.

Copyright © Bechtel Corporation. All rights reserved. Page 9

Dashboard – Alerts Tab

• Alerts will advise you of any new Projects that have been added to Project

Opportunities since your last login.

Copyright © Bechtel Corporation. All rights reserved. Page 10

Click on each tab to see results

Dashboard - Performance Tab

• The Performance Tab under the

Alerts shows o Strategic Rating – show Supplier Rating

used on at least 1 (one) project in the last

5 (years).

o Average Performance Rating - select up

to the last 7 years to include Poor &

Good Ratings. Also shows Number of

Excellent Ratings and Unsatisfactory

Ratings

o Performance Issues – shows Warnings

and Advisories and the issues dates if

applicable.

• Quality Issues (over the past 7

years) o Shows Concerns, Problems, Errors, and

Issues

• On Time Shipment – which shows

up to the past 7 years. o Shows Item Count, On Time Count and

On Time Ratio

Copyright © Bechtel Corporation. All rights reserved. Page 11

Dashboard - Sales Tab

Sales Tab shows the sales volume and the

Market Share

• Sales Volume shows the volume of sales

over the last 7 years (in thousands of US

Dollars)

By Business Unit (select drop down to select

All Unit)

By Region (select drop down to select All

Regions)

Click to Update Charts

• Market Share shows the volume of sales

by commodity with percent of total Bechtel

buy for the year. • For Year – choose the year applicable

Copyright © Bechtel Corporation. All rights reserved. Page 12

Dashboard - Contact Us

• Contact US page shares

a contact email for each

application.

Copyright © Bechtel Corporation. All rights reserved. Page 13

Dashboard – Project Opportunities & eAuction

Bechtel eAuction

Bechtel eAuction shows the participate rules.

Copyright © Bechtel Corporation. All rights reserved. Page 14

Project Opportunities

Provides Project Opportunities list and contact information

which allows you to registered your interest.

Dashboard - Submitting Documents and Files

Submit Documents and Files

Portal Registration – Allows you to

update your company account as

needed

eRoom - Is by invitation only which

allows you to use eROOM for

transferring documents and files as

directed by a project

eRFP – Allows access to eRFP by

invitation only, which allows you to

participate in eRFP request for

Proposal or Bid.

Copyright © Bechtel Corporation. All rights reserved. Page 15

Dashboard - My Bid Packages Home Page

My Bid Packages – allows you to view your current eRFP packages for you to participate in.

• Click on My Bid Packages or Icon

• Sign in on the home page of eRFP.

• Enter in your email address and the

system generated password.

• Click logon button to open eRFP

database

Copyright © Bechtel Corporation. All rights reserved. Page 16

Managing User Accounts

• Account Administrator tab allows the Admin to add, edit or delete user accounts.

• If you are the Account Administrator this means you are responsible for the account and have the ability to add or delete user accounts. The Account Administrator will determine the role each user will play.

Check the Admin / Enable column if this column is showing Yes in both then this user is considered to be an Account Administrator.

If more than two AA are listed please note that each one of the users have the ability to override each of others information.

If a user on this account is showing as an Admin on the account that user has Admin responsibilities and can make changes to a registration or edit their personal information

• To add a user for your company, enter the persons email address and click the button to add.

First Name

Last Name

Email Address

Phone Number

Note: It is recommended that you do not share User Names and Passwords, instead request to be added to the account.

Note: A red arrow will indicate a required field

Copyright © Bechtel Corporation. All rights reserved. Page 17

Copyright © Bechtel Corporation. All rights reserved. Page 18

Managing Member Accounts (cont’d)

• Click the Add Existing User button

to grant an existing email address member access to your company registration information

Note: “Existing user” can mean the user has access to either another registration, or a separate Bechtel application

• Click the Add New User

button to add a new user to the Bechtel

system and grant them access to your

company registration information

Note: A red arrow will indicate a required field.

Copyright © Bechtel Corporation. All rights reserved. Page 19

Tab 1. General Info – Full Registration

Enter data as needed and scroll down for additional fields

Supplier Type:

If you sell, supply or manufacture products, select the

appropriate category here

Contractor Type:

If you supply labor or services, select the appropriate

category here

Currency:

Enter in the currency used for the values (use the drop

down box for currency types)

General Business Information:

• Select if this is a Small or Large company

• Enter the year that this business was established

• Enter the year(s) under present ownership

• Enter number of manual (labor) employees that this

business employees

• Enter number of non-manual (admin, management)

that this business employees

• Enter in present net worth and preferred bidding

range from 0 – (using drop down box bidding ranges).

Note: A red arrow will indicate a required field.

Copyright © Bechtel Corporation. All rights reserved. Page 20

Tab 1. General Info – Full Registration (cont’d)

Enter data as needed, click Save when finished.

Annual Sales Information:

Provide at least 1 (one) year of sales information. Enter the year, and the sales value

Internet References (Company Web Site):

Provide at least 1 (one) listing for your company reference.

Note: A red arrow will indicate a required field.

Copyright © Bechtel Corporation. All rights reserved. Page 21

Tab 2. Offices

• Click Add Office to include additional branch offices under the headquarters registration. Clicking the Save button will include the add’l location in the Other Offices list

• Each add’l office must have its own DUNS number. The search procedure will follow that as outlined in the Initial Registration guide.

• These offices will all share the same basic information contained on all 10 tabs

Note: A red arrow will indicated a required field.

Copyright © Bechtel Corporation. All rights reserved. Page 22

Tab 3. Contacts

Click Add Contact to make add’l contacts for your company available to Bechtel.

Click a Contact’s Edit hyperlink to view/edit their existing data.

Don’t forget to click Save when you are finished editing your information.

Note: A red arrow will indicate a required field.

Tab 4. Qualifications

Copyright © Bechtel Corporation. All rights reserved. Page 23

US Government Business Class Select the appropriate option(s) that best describes your organization

Note: Only applies to companies with

USA Addresses. Ethnic Class Select the appropriate option(s) that best describes your organization

Note: Only applies to companies with USA Addresses.

Click SAVE button once you have

updated the information for your

company.

Tab 4. Qualifications (Cont 2)

Commercial Quality Programs

• Select the appropriate option(s) that best describes your

organization Enter Reference Number

Issue Date

Expiration Date

(Use Calendar Format)

.

Click SAVE button once you have updated the information for your company.

Copyright © Bechtel Corporation. All rights reserved. Page 24

Tab 4.Qualifications (Cont. 3)

Nuclear Quality Program

• Select the appropriate option(s) that best

describes your organization

Enter Reference Number

Issue Date

Expiration Date

(Use Calendar Format)

Nuclear ASME Code Stamps

• Select the appropriate option(s) that best

describes your organization

Certificate Number

Issue Date

Expiration Date

Click SAVE button once you have updated

the information for your company.

Copyright © Bechtel Corporation. All rights reserved. Page 25

Tab 4. Qualifications (cont’d)

For the Issue/Expiration Date:

• From the drop down box select the Month.

• Manually enter in the year you wish to look for

• Then select the Go To Date button

• Click on the date to select it.

Quality Program

• Choose your program type(s)

• Enter the Reference No.

• Enter in the Issue Date

• Enter in the Expiration Date

Nuclear Programs:

• Select your program type(s)

• Enter in the Reference Number

• Enter in the Issue Date

• Enter in the Expiration Date

Then click the Save button after updating your information.

Copyright © Bechtel Corporation. All rights reserved. Page 26

Copyright © Bechtel Corporation. All rights reserved. Page 27

Tab 5. Good/Services

• Click Add Codes to identify additional products and services your company provides.

• After initiating a search, add more Goods & Services codes as needed by clicking their individual check boxes, then click Select

• Once added, clicking Edit next to each commodity will allow you to enter lead times

• Clicking Delete will remove the code from your registration

Copyright © Bechtel Corporation. All rights reserved. Page 28

Tab 6. Contractor Most of the information on this tab pertains to contractors, not suppliers.

Contractor Licenses:

Click Add License button to register your company’s information.

License Type

License Number

Expiration Date

Country

State

Craft: Click Add Craft to register your company’s information.

Craft Name

Expiration Date

Subcontracts:

List any work you would typical subcontract to others in this free text field.

Note: Do not fill in fields that may not apply to your company.

Note: A red arrow will indicate a required field.

Copyright © Bechtel Corporation. All rights reserved. Page 29

Tab 7. Experience

Section 1:

• Enter in the Clients Name, Contact, and Phone Number

Section 2:

• Enter in the Location - where the work was performed

• Enter in the Country – where the work was performed

• Enter in the Work Value – show value of contract in chosen currency.

• Enter in the Approximate Work Start Date - Indicate work start dates

• Enter in the Approximate Work Completion End Date - Indicate work completion dates

Section 3:

• Enter in the Work Description – describe the work scope and indicate if you were the prime contractor or subcontractor

If no other additional information to required please click on the Save button.

Note: A red arrow will indicate a required field.

Please list work your company has performed that you feel would be relevant to engineering and construction projects. Should you be

considered for a specific proposal, you will be given the opportunity to provide additional experience information.

Tab 7. Experience Tab (cont’d)

Additional Notes: • You can use the Additional Notes field

to go into further detail about your company

Note: If you had difficulty finding applicable commodity codes on the Goods/Services tab, this is a good place to better describe your capabilities.

Section 5: Start and Stop (Calendar): • Select the month by moving the single arrow

forward/backwards to get the desired month.

• Select the year by moving the double arrow

forward/backwards to get the desired month.

• Select the day and it will register your company information

To save your information click the SAVE button

Note: A red arrow will indicate a required field.

Copyright © Bechtel Corporation. All rights reserved. Page 30

Copyright © Bechtel Corporation. All rights reserved. Page 31

Tab 8. Safety & Conduct

Read and review Safety & Conduct standard as Bechtel’s requirement.

Read and review Bechtel’s

Environmental, Safety, and

Health Requirements

Check box “I have read and

understood the above

Environmental, Safety and

Health Requirements”

Read and review Bechtel’s

Standards of Conduct

• Check box “I have read and

understood the above

Standards of Conduct.

Tab 9. Financial & Banking

Enter in Financial & Bank information here.

Select the Currency from the drop down menu

Enter in the Tax ID Number

Your Type should be already identified

Enter in the ID Number

Enter the Performance Guarantee

If you choose Performance Bond

Name of Bank

Contact Person

Phone Number

Performance Bond Limit (choose from drop

down menu

Surety Company

Bonding Agent

Phone Number

If you choose Bank Guarantee

Name of Bank

Bank Contact

Bank Phone Number

Bank Guarantee Limit (select from drop down

menu)

Bank

Contact

Phone

Insurance

General Liability-Annual Aggregate Limit select

from drop down menu

Click Save once all information has been updated

Copyright © Bechtel Corporation. All rights reserved. Page 32

Copyright © Bechtel Corporation. All rights reserved. Page 33

Tab 10. Documents

To Upload:

•Click Browse button to search for

your files

• Once you have located your file,

click the file name to add it to your

list and click the upload button

• Your file should be now listed

under your current documents

To Delete Files:

Click the “X” under the Navigation

bar and you will receive a

confirmation box asking if you are

sure you are want to delete this

record.

Select “OK” to confirm the

cancellation.

Copyright © Bechtel Corporation. All rights reserved. Page 34

Tab 11. Interest

• Indicate your interest in the types of business line or a particular region by clicking the appropriate check box.

Note: Return to your home page to indicate specific Project Opportunities interest.

Tab 11. Interest (Project Opportunities Cont. 1)

• Search Filters by using the dropdown menus Business Unit

Country

Your Interest

Click View List button

To find specifics about each listed project click on View full details

Copyright © Bechtel Corporation. All rights reserved. Page 35

From the Interest Tab you will find the link to Project Opportunities.

Click to view a list of and indicate your interest in active Bechtel projects

around the world

Copyright © Bechtel Corporation. All rights reserved. Page 36

Tab 11. Interest (Project Opportunities Cont 2)

• To view project details and record your interest, click the View full details link to expand information

• Including text in the Your Qualifications box and clicking Save will activate your project interest with a red check mark. Simply remove the text if your interests change.

Tab 11. Interest Tab (Project Opportunities Cont 3)

• To indicate your interest for a specific

project

Click on Register your interest link

A new dialog box comes up please check

box and this will send notification to this

project with the following information

about my special qualifications, products

and services.

Click the Save button to record your

interest.

Copyright © Bechtel Corporation. All rights reserved. Page 37

Copyright © Bechtel Corporation. All rights reserved. Page 38

Printing Your Registration

• At any time you can print a hard copy of your registration by clicking the Print Registration button. All saved data will appear on the report.

Copyright © Bechtel Corporation. All rights reserved. Page 39

Navigating Multiple Registration

Remember – user accounts can be managed on each registration!

• If you have multiple registrations on your user profile, you can navigate

between them by using the Switch Company link

Copyright © Bechtel Corporation. All rights reserved. Page 40

What Happens Next?

Bechtel uses the information you provided to assist with the selection of potential bidders when the need arises

Registration does not guarantee that your company will be invited to bid

If selected, you may be given access to online bidding or auctions

Copyright © Bechtel Corporation. All rights reserved. Page 41

Finding Additional

Contacts

From the Bechtel Home Page you can access the Business Units link and continue to search for

each project or you can search through the Project Opportunities link.

Copyright © Bechtel Corporation. All rights reserved. Page 42

Help Resources

•Click on the Contact Us link to contact the Help Desk

OR

•Contact [email protected] if you have additional questions

Thank you for your interest in doing business with Bechtel!