CTM Release Notes 7.5.5

Page 1 of 13

CTM Release Notes 7.5.5

CTM Release Notes 7.5.5

Page 2 of 13

1 CTM RELEASE NOTES 7.5.5 .................................................................................................................... 3

1.1 TED PUBLICATIONS AND 48-HOUR RULE ................................................................................................ 3 1.2 EDIT LINKED QUESTIONS/REQUIREMENTS IN A TENDER .......................................................................... 3

1.2.1 PROCEDURE TEMPLATE .............................................................................................................................. 4

1.2.2 LINKED/COPIED QUESTIONS - DIFFERENCE ........................................................................................... 5

1.3 TENDER EVALUATION TOOL ................................................................................................................... 5 1.4 EXTERNAL USER (AGENT) ...................................................................................................................... 5 1.5 ACHILLES (TRANSQ AND SELLICHA) ...................................................................................................... 6 1.6 FORWARD INVITATION (AS SUPPLIER) .................................................................................................... 7 1.7 PUBLICATION FORMS .............................................................................................................................. 9 1.8 CLOSE CONTRACT .................................................................................................................................. 9 1.9 SMALLER CHANGES .............................................................................................................................. 10

1.9.1 MESSAGE RECIPIENT LIST MINIMIZED .................................................................................................. 10

1.9.2 PREVIEW AWARD MESSAGE..................................................................................................................... 11

1.9.3 BOQ/PRICE LIST EXPORT PER PACKAGE ............................................................................................... 11

1.9.4 QNA EXPORT TO EXCEL............................................................................................................................. 12

1.10 KNOWN BUGS CORRECTED AND SUPPORT CASES UPDATED ................................................................... 12

CTM Release Notes 7.5.5

Page 3 of 13

1 CTM Release notes 7.5.5 This document describes the version 7.5.5 of CTM.

None of the current features or changes in this release have any impact on the pre-existing

functionality if not mentioned explicitly in this release notes, any training may thus be done post-

release, if desired.

1.1 TED publications and 48-hour rule

We have now implemented possibility to use the 48-hour rule for TED publications, which is

described in Article 52-1 (Publication at national level) of the new regulations.

The 48-hour rule states that “Publication may in any event take place at the national level where

contracting authorities have not been notified of the publication within 48 hours after confirmation

of the receipt of the notice in accordance with Article 51”.

Usage of the 48-rule is per default not set, please contact support to enable it for your authority. This

only applies for those authorities publishing directly to TED from CTM. Publications to Doffin and

TenderNed are handled by those national systems.

1.2 Edit linked questions/requirements in a tender

When an authority user is adding requirements (questionnaire) to a tender from a template they had

the option to Link or Copy (see below for explanation of difference of linked/copied questions) and

not the possibility to change a linked question in the tender.

More flexibility in the way to control how questions can be added to a tender, the control is via the

procedure templates and thus configurable by the administrator. The authority user in the tender

will only see an ‘Add’ button when adding from the questionnaire template and the setting from the

procedure template is handling the logic.

CTM Release Notes 7.5.5

Page 4 of 13

Add from template

Below show that the questions have been added to the tender and there is a link-icon to indicate

that they are still linked.

To edit the question, click on the question text and edit as usual. When the question is edited, the

link is broken and the question will be treated completely separate from the template.

1.2.1 Procedure template

As an administrator you have the possibility to select one of three options for how the questions

should be added to a tender.

CTM Release Notes 7.5.5

Page 5 of 13

Link and allow edit of question in tender

It is possible to edit the question within the tender, but if nothing is done the question is linked

and has the behavior as the linked question.

This is the default value for all procedure templates.

Prohibit edit of question in tender at addition from template

It is not possible to edit any question that is linked from the template in tenders using this

procedure template.

Create a copy of the question in the tender

The questions will always be copied and no link possibilities.

1.2.2 Linked/copied questions - difference

Linked questions (kept same as in template)

A linked question which has been used and answered by the same supplier in a previous tender will

have that answer automatically pre-populated. This will save the supplier allot of time and effort

when filling out a tender response as all they will have to do is verify that the answer is correct by

clicking on “Save” after each section.

Copied/edited questions

The supplier has to fill out the response to a copied question, no previous response will have been

saved in CTM to the question.

1.3 Tender evaluation tool

Internal questions

Within tender evaluation it is now possible to assign weight, score and value added (depending on

evaluation model) for internal questions/requirements.

For all ongoing tenders the internal questions have been marked as not possible to evaluate and you

do not need to go in and adjust anything.

Awarded supplier marked with star

In the evaluation tool (online version), the awarded supplier is now marked with a star in all levels of

the evaluation tree.

1.4 External user (Agent)

External users or agents are commonly used if consultants and other non-employed staff should be

working on your tenders or contracts. These users had the restriction of not being able to publish

anything outside of the authority, for example TED notices or answers to questions in a tender.

CTM Release Notes 7.5.5

Page 6 of 13

You as the authority can now control if you want to allow these external users to publish tender

notices to any of the publication sites; TED, Doffin, TenderNed, udbud.dk, Contracts Finder and EU-

Supply local page.

By default, the external user cannot publish.

Allowing external users to publish can be configured by EU-Supply support, please contact them for

assistance in changing.

1.5 Achilles (TransQ and Sellicha)

Adding suppliers to a tender from an Achilles search has been 100% connected to the id in Achilles

and if there have been additional suppliers which has the same email domain and organization

number it has not been possible to add those.

Search and export to CTM from Achilles is same as today, and also the selection of the exported

search in CTM.

Select search

When the search is selected there is a matching search for suppliers in CTM, the matching is made on

Achilles-id, organisation number and email domain. If there are more than one supplier matching it is

now added the possibility to select which of the suppliers to add to the tender.

CTM Release Notes 7.5.5

Page 7 of 13

Select suppliers

To the left in the screen is the information from Achilles and to the right is the matching suppliers

from CTM. You only need to take a decision regarding the supplier if there are multiple matching

suppliers in CTM. The matched search (Achilles-id, organisation number or email-domain) is marked

in the CTM column.

Integration to Achilles is delivered as a separate module within CTM™, contact your local CTM™

distributor for more information. You also need to contact Achilles to enable the integration from

their end.

1.6 Forward invitation (as supplier)

Many suppliers are registered several times in CTM (based on the supplier company structure and

preferences), thus sometimes leading to that the authority invites the wrong CTM registered supplier

to a tender. There has been a manual process by support and the authority to make sure the correct

CTM registered supplier is invited to the tender.

To avoid the manual process, it is now possible for a supplier to forward an invitation to another CTM

registered company.

CTM Release Notes 7.5.5

Page 8 of 13

The supplier should be able to forward an invitation to another user/company in CTM having the

same email address domain.

New option to Forward as a supplier.

At forward the supplier can select another CTM registered company to send the invitation to. The

supplier can only select from the list of suppliers that have the same email-domain as the original

invitation was sent to.

The supplier cannot Forward mini-competitions, DPS-tenders and mini-quotes, i.e. in the processes

where there have been some kind of pre-qualification for the suppliers.

If the supplier forwards the invitation, it is logged in the audit trail for the authority to see.

CTM Release Notes 7.5.5

Page 9 of 13

1.7 Publication forms

There is now additional help text for selected language in publication form, as highlighted below.

Change applies to TED, Doffin and TenderNed.

1.8 Close contract

In the contract management module there is now a new additional feature of a contract “Close” task.

The purpose of closing a contract is for example when the contract has expired and will not be

renewed or there was a contract created that will never be signed. You as the authority can choose

however you want to use this new functionality.

To close a contract, there is a link in the contract checklist and you will get a confirmation pop-up

before the contract is closed.

Closed contracts are listed in a closed tab, both available for suppliers and authorities.

CTM Release Notes 7.5.5

Page 10 of 13

As an administrator, it is possible to re-open a closed contract again, the contract will go back to the

state it had prior to being closed.

Business rules for closed contracts

A closed contract cannot be edited

It is not possible to create mini-completions for closed contracts

It is not possible to create amendments for closed contracts

No notification alerts regarding expiry will be sent for closed contracts

1.9 Smaller changes

1.9.1 Message recipient list minimized

When sending a message and after the selection of recipients, the recipient list is minimized and you

need to click it to see details.

Clicking on Recipients will display the selected recipients, including the name of the company.

CTM Release Notes 7.5.5

Page 11 of 13

This functionality is implemented in all messaging in the tender management module, i.e. invitation

of supplier, award, regular messages etc.

1.9.2 Preview award message

Before sending the award message, it is now possible to preview it with the filled variables. This

functionality is only available when sending the award message to one supplier at a time, reason

being that the variables are unique per supplier and if there are several suppliers, it is not possible to

distinguish which of the recipient supplier variables to show.

1.9.3 BoQ/price list export per package

Exporting the BoQ prices for suppliers to Excel, is now only per package and not for the whole

tender. The package is selected at the drop-down of the page.

The export will display one overview sheet with all suppliers pricing for that package, and then one

additional sheet per individual supplier.

CTM Release Notes 7.5.5

Page 12 of 13

1.9.4 QnA export to Excel

Export to Excel of all QnA is now possible even for non-published questions, the Excel file layout in

itself is not changed.

1.10 Known bugs corrected and support cases updated

Support case No Description

36704 37984 39985 40744 40998 41220 53965 54594 54955

32533 Anti-virus scan updated for handling more uploaded documents

42404 47725 49845 50758

21873 33041 33331

External user (agent) and access to documents in tender is resolved

47571 64613 67006 75648 77873

33983 Recipients of mini-competitions when a supplier has assigned responsible for the tender response is now corrected

54144 34343 34364

Allowing possibility to publish (to TED) cancellation of tender before deadline within the award forms

56988 34766 34767

Format the dates in the reports according to the user settings

62904 75182

36948 Sorting questions/requirements in a tender does now also work for numeric values

66343 69663 70868 73205 74640

35966 Deleting a mini-competition is now working correctly

66743 36005 Paging in the QnA (Questions and Answers) are now corrected

CTM Release Notes 7.5.5

Page 13 of 13

68952 73370 73377

36202 36719 37092

71347 36470 Some dynamic forms that could not be set valid will now work

73123 37122 Tenders report are now showing all tenders if logged in as company administrator

74396 36934 Access denied issued for users at confidential response page is now resolved

74423 36877 Delete a tender which has imported suppliers from Achilles (TransQ/Sellicha) is now working correctly

74842 37005 Automatic close of planned procurement when publishing tender to CTM site only is now corrected

75683 37158 List of my tenders shows now the correct count for tender submitted even after deadline, when having the show progress disabled.

76241 37057

36843

Message template variable $awarded_lots corrected for multi-lot tenders

77482 37199 Contract add-ons from contract list and export to Excel having framework

agreements are now in line