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Table of Contents Opportunity Matching
 


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Opportunity Matching is a service that allows you to complete a business profile based on keyword, categories, and regions in order for the MERX system to automatically search for business opportunities on your behalf.  The U.S. Tenders Opportunity Matching service matches new and amended business opportunities for tenders that match the criteria in your Opportunity Matching profile.  You may choose to have your profile include award notices.

Opportunity Matching results are generated for online viewing.  This can be used as a form of saved search.  In addition and for added convenience, you may choose to receive the results by email.  

Suppliers who are registered to MERX U.S. Tenders can create an Opportunity Matching Profile by clicking on the Opportunity Matching Profile link located in the U.S. Tenders menu bar. 

Note:  An Opportunity Matching profile created in the U.S. Tenders service will only be used to search for opportunities within the U.S. Tenders service. 

The Opportunity Matching screen allows suppliers to create, edit, and test their Opportunity Matching profile and to configure their preferences.

Field names and field descriptions can be found below.

Fields

Description

Keywords

Any word(s) you would like the MERX system to use to search for new and amended business opportunities within the U.S. Tenders service. 

By default, this box is empty.

Apply these keywords on awards matching

If this checkbox is checked, the words in the Keyword field will also be used to search for award notices within the U.S. Tenders service.

By default, this box is not checked.

Categories

The list of categories you would like the MERX system to use to search for new and amended (and awarded) business opportunities.

By default, this list is set to “All”.

A maximum of 5 categories will be displayed on the Opportunity Matching screen. If there are more than 5 categories selected for your Opportunity Matching profile, “…” will appear after the fifth category.  Click on the “Edit” hyperlink to view your complete list of selected categories.   

Edit (after selected categories)

A hyperlink to access the “Edit Category” screen.  Use the Edit Category screen to add categories to or remove categories from your Opportunity Matching profile.  If you have more than 5 categories selected, use the Edit Categories screen to view the complete list of your ‘preferred categories’.

Regions

The list of regions you would like the MERX system to use to search for new and amended (and awarded) business opportunities.

For national subscribers, by default this list is set to “All”. 

For state subscribers, by default this list includes all of your subscribed states.

A maximum of 5 regions will be displayed on the Opportunity Matching screen.  If there are more than 5 regions selected for your Opportunity Matching profile, “…” will appear after the fifth region. Click on the “Edit” hyperlink to view your complete list of selected regions.

Edit (after selected regions)

A hyperlink to access the “Edit Region” screen.  Use the Edit Region screen to add regions to or remove regions from your Opportunity Matching profile. 

Note:  Only those regions within your U.S. Tenders subscription will appear in the Edit Region list.

If you have more than 5 regions selected for your Opportunity Matching profile, use the Edit Regions screen to view your complete list of selected regions.

Receive matches by email

For added convenience, Opportunity Matching results can be sent to an email address.

By default, this option is selected.

Receive matches online only

Opportunity Matching results can always be viewed online, whether or not you choose to have them sent to an email address.

Save button

The save button allows you to save any modifications made to your U.S. Tenders Opportunity Matching profile. After the save button is clicked, a confirmation message will appear at the top of the profile screen: “Your profile has been saved.”

Test button

The test button allows you to test the latest modifications made to your U.S. Tenders Opportunity Matching profile.  Note:  The test will only perform a search in the Open Opportunities database (ie.  new and amended opportunities).  It will not search in the Awards database.

The test button does not save changes to your profile.  Please be sure to use the save button if you are satisfied with your test results.

Cancel button

The cancel button allows you to cancel modifications made to your U.S. Tenders Opportunity Matching profile.

 Opportunity Matching By Email

Opportunity Matching results for the U.S. Tenders service are sent by email to suppliers who indicate in their U.S. Tenders Opportunity Matching profile that they would like to receive results by email.

Opportunity Matching results are emailed each weekday.  If you do not have results on a particular day, no email will be sent to you.    

U.S. Tenders Opportunity Matching results include new and amended business opportunities.  They will only include awarded opportunities if you selected this preference in your U.S. Tenders Opportunity Matching profile.

The following fields are displayed in a U.S. Tenders Opportunity Matching email.

Today’s Opportunity Matches

This section provides a summary of the new opportunities published today.  Click on each opportunity title or scroll down to the Opportunity information for today’s matches” section of the email for more information. 

 

Today’s Amended Opportunity Matches 

This section provides a summary of the amended opportunities published today.  Click on each opportunity title or scroll down to the “Amended Opportunity information for today’s matches” section of the email for more information. 

 

Today’s Award Matches 

This section provides a summary of the awarded opportunities published today.  Click on each opportunity title or scroll down to the “Award information for today’s matches” section of the email for more information.    

 

Opportunity information for today’s matches

This section provides the complete opportunity abstract for each new opportunity published today.  Each opportunity abstract includes a hyperlink to the same opportunity on the MERX website, to facilitate access to any associated tender documents.
 

Amended Opportunity information for today’s matches

This section provides the complete opportunity abstract for each amended opportunity published today.  Each opportunity abstract includes a hyperlink to the same opportunity on the MERX website, to facilitate access to any associated tender documents and amendments.

 

Award information for today’s matches

This section provides the complete opportunity abstract for each awarded  opportunity published today.  Each opportunity abstract includes a hyperlink to the same opportunity on the MERX website, to facilitate access to the associated award notice.