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Table of Contents Opportunity Matching Profile
 


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This page allows a supplier to set up and maintain a search profile that will automatically find opportunities that are of interest to your organization. You have the option to be notified automatically by email or fax of any new matching opportunity notices being published. Alternatively, you can also run your opportunity matching profile online at no charge.

 

If you are a subscriber to the Canadian Public Tenders service and the Private Tenders service, you can create one profile to search both services simultaneously.

You can test your opportunity matching profile by clicking the Test button. If you are satisfied with your profile, click the Save button to finish.

 

Delivery Method

 

When opportunities are found, how do you want them to be delivered? Select one of the three delivery methods you would like to use.

Online Only

You can access your results online at any time by clicking on the Run my Profile link located under the Opportunity Matching Profile header in the menu.. All matching opportunities are returned in published date sequence with today's new opportunities appearing first.

 

Fax   

 

 

                HTML E-mail

 

 

 

 

On a daily basis, the abstracts for any newly published opportunities that match your profile will be faxed to you. To modify your delivery fax number, update your own profile

using the Customer Profile link under the Manage My Account link in the menu.

 

On a daily basis, the abstracts for any newly published opportunities that match your profile will be emailed to you in HTML format.  This means it will include hyperlinks to the MERX website.  To modify your delivery Email address, update your own profile using the Customer Profile link located under the Manage My Account link in the menu.

Plain Text       E-mail

 

 

 

 

 

 

 

 

 

 

 

 

 

 

On a daily basis, the abstracts for any newly published opportunities that match your profile will be emailed to you in plain text format. This means it will not include hyperlinks to the MERX website.  To modify your delivery Email address, update your own profile using the Customer Profile link located under the Manage My Account link in the menu..

 

Note: You will receive two separate emails or faxes with the opportunity matches for each service.  You will be able to identify for which service, by looking at the title of the email or fax.  The search will be performed on both services simultaneously.

 

Please note, some Internet Service Providers (ISPs) have limits on the size of the email being delivered to you. Please contact your ISP to inquire about their email policies. If you would like to view the size of the file in question, click the hyperlink under the "Items" column to view the "Item Details". MERX assumes no responsibility for email which is not delivered.

Delivery Language

Select the language in which you want to receive your opportunity matches.

 

Searching:

 

You must complete at least one of the search fields detailed below.

 

Keywords

 

Enter a keyword or phrase that represents the goods or services you provide. Click Searching for Character Strings for more information about entering search character strings.

 

Categories

 

Select the Categories for the opportunities you wish to view by clicking on the arrow to the right of the Categories field and clicking in the box next to the appropriate boxes. If you wish to receive opportunities for all categories, in the categories screen click in the checkbox next to All.  Once completed, click on the arrow again to save the categories.

 

GSIN Groups

 

Select the GSIN Groups for the opportunities you wish to view by clicking on the arrow to the right of the GSIN Groups field and checking in the appropriate boxes.  If you wish to receive opportunities for all GSIN Groups, in the GSIN Groups screen click in the checkbox next to All. Once completed, click on the arrow again to save the GSIN.

 

Note: GSINs are optional for the Private Tenders service. While creating your profile, if you are adding GSIN groups, be advised that you might not necessarily find all Private Tenders opportunities that you are interested in as some opportunities might not have a GSIN assigned. We encourage you to Test your profile before saving the criteria.

 

Must Have

 

Enter any keyword(s) that MUST appear in the opportunity. If you enter a list of items separated by commas, an opportunity will be selected if any keywords in your list exist in the abstract. Note that special characters and search operators can be used here.

 

Must NOT Have

 

Enter any keyword(s) that MUST NOT appear in the opportunity. If you enter a list of items separated by commas, an opportunity will be excluded if any keywords in your list exist in the abstract. Note that special characters and search operators outlined can be used here.

 

Include ACAN

 

Select "No" from the drop down list to exclude ACANs (Advance Contract Award Notices). ACANs are typically opportunities that are awarded to a sole source supplier. The initial default is to include ACANs.

 

Save

 

Click on this button to save your profile. Regardless of your selected delivery method, you can always access your results online at any time by clicking the Run link on the Opportunities page.

 

Test

 

Click on this button to test your profile. The Opportunity Matching Profile page will be refreshed with matching notices (up to 50 notices) listed within the test results area of the page. The total number of notices that match your profile will be displayed at the top of the list. To view a notice abstract, click the title of the notice. The notice abstract will be displayed in a pop-up window. To close the pop-up window, click the Close button located at the top right corner of the window.

 

You will find a link in the top right-hand corner to view the Canadian Private Tenders opportunities that match your selection criteria if you are testing under the Public Tenders service.  If you are testing your profile under the Private Tenders service, you will see a link to view the Canadian Public Tenders opportunities. Click on the View link to see the test results.

 

Cancel

 

Click the Cancel button to discard any changes and return to the View Matching Profile page.

Menu Links

The Menu links are displayed on the left side of the page.

Opportunities:

This option allows you to access the Opportunities page, from which you will be able to find and display opportunity notices.

Category View:

This option allows you to view and search opportunities using the category matrix.

Opportunity Matching Profile:

 

Manage My Profiles:

 

Run My Profiles:

 

Create My Profile:

Under this sub-header you will be able to Create, Manage, and Run your Opportunity Matching profile(s).

 

This option will enable you to update your Opportunity Matching Profiles and modify your searching criteria

This option allows you to Run your profiles.  This will display the list of notices that match your searching criteria.

This option will enable you to create an Opportunity Matching Profile if you wish to be notified of new business opportunities  that match your search criteria on a daily basis.

My Account Activity:

This option allows you to access your Opportunity Ordered List, your Order Tracking Report and View Statements. 

 

The Opportunity Ordered List is a list of the opportunity notices you have ordered. Here you can check to see if you have selected the option to receive amendments or notifications.  You can sort the list by Confirmation Number, Purchase Order Number (if one was used), or by Date Ordered. If you have clicked on a confirmation number you will be taken to a screen from where you can download PDF files of all opportunity documents you have ordered (if PDF is available).

 

The Order Tracking Report will permit you to search for a specific MERX Reference or Solicitation number and access all your order details for that opportunity.

 

You can also view your MERX statements for the last 12 months.

Manage My Account:

This option allows the Supplier Coordinator to access profile maintenance functions such as updating the organization’s information or updating/adding new supplier contacts.  If your role is a Supplier, you will access the View Own Contact Information page.

Information:

From this page you will be able to access the Merx and Government Announcements, as well as various public sector government information sites, provincial and federal government purchasing policy documents, standard contract clauses, standard purchasing terms and conditions, etc.  This feature also gives you access to information about upcoming MERX events and our Frequently Asked Questions section.