Tender Detail View

The tender detail panel provides comprehensive information about each procurement opportunity, including all metadata, contacts, documents, and amendment history.

Accessing Tender Details

Opening the Detail View

Multiple ways to access tender details:

From Tender List:

• Click any tender card
• Detail panel slides in from right
• List remains visible on left
• Navigate between tenders without closing detail

Direct Link:

• Share tender URL
• Bookmark specific tender
• Email link to colleagues
• URL includes tender ID and source

From Search:

• Search results open in detail view
• Reference number search
• Quick access links

From Notifications:

• Email alerts link to tender detail
• Amendment notifications
• Status change alerts

Detail Panel Layout

Header Section:

• Tender title (full, not truncated)
• Reference number with copy button
• Source badge (CanadaBuys, SEAO, etc.)
• Status badge with color coding
• Close button to return to list

Tab Navigation:

• Overview (default)
• Documents
• Contacts
• History
• Similar Tenders
• Actions

Action Bar (bottom):

• Save to Opportunities
• Export tender details
• Share tender link
• Set alert
• Hide tender
• Print view

Overview Tab

Core tender information and metadata:

Essential Information

Title and Description:

• Official Title: Full tender title as published by government
• Description: Complete scope of work, requirements, deliverables
• Extended Description: Additional context (when available)
• Background: Project background and objectives

Key Identifiers:

• Reference Number: Government tracking number (clickable to copy)
• Solicitation Number: May differ from reference in some systems
• Procurement ID: Internal database ID
• Source System ID: Original ID from source system

Dates and Deadlines:

• Posted Date: When tender was first published
• Closing Date: Submission deadline (with countdown timer)
• Contract Start Date: Expected work commencement
• Contract End Date: Expected work completion
• Last Modified: When tender was last updated
• Amendment Date: Date of most recent amendment (if any)

Status Information:

• Current Status: Active, Closed, Awarded, Cancelled
• Status Since: When status last changed
• Days Remaining: Countdown to closing (for active tenders)
• Days Since Closing: For closed/awarded tenders

Organization Details

Issuing Agency:

• Department/Ministry: Full official name
• Organization Level: Federal, Provincial, Municipal, Parapublic
• Parent Organization: If agency is sub-unit
• Organization Code: Government org code (if available)

Contracting Authority:

• Entity Name: Specific contracting office
• Branch/Division: Organizational unit
• Address: Physical location
• Billing Address: If different from physical

End User:

• End User Entity: Who will use the goods/services
• May differ from contracting authority
• Multiple end users possible

Classification and Categories

GSIN Codes (Federal - CanadaBuys):

• Primary GSIN: Main goods/services category
• GSIN Code: Numeric code (e.g., "D008A")
• GSIN Description: Category name
• Secondary GSIN: Additional categories if applicable

Example:

Primary GSIN: D008A
Description: Information Technology and Telecommunications Professional Services
Secondary: D317 - Professional, Administrative and Management Support Services

UNSPSC Codes (International Standard):

• Segment: Top-level category (2 digits)
• Family: Sub-category (4 digits)
• Class: Detailed category (6 digits)
• Commodity: Specific item (8 digits)
• Multiple UNSPSC: Tenders may have several codes

Example:

UNSPSC: 81111507
Segment: 81 - Engineering and Research Services
Family: 8111 - Engineering services
Class: 811115 - Civil and structural engineering
Commodity: 81111507 - Environmental engineering services

Quebec Categories (SEAO):

• Primary Category: Main procurement type
• Sub-category: Specific service/good type
• Sector: Industry sector
• Type: Organization type specific categories

Provincial Categories (BC Bid, Ontario):

• Province-specific category trees
• Aligned with provincial procurement frameworks
• May map to GSIN or UNSPSC

Financial Information

Contract Value:

• Estimated Value: Government estimate (if disclosed)
• Value Range: Min-Max if provided
• Value Currency: Typically CAD
• Value Basis: Annual, total, per unit
• Value Includes: Options, renewals, extensions

Value Indicators:

• 💰 Exact Value: $500,000
• 📊 Range: $250,000 - $500,000
• ❓ Undisclosed: "Value not stated"
• 🔄 With Options: "$500K + 2 option years"

Funding Information (when available):

• Budget Code: Government budget allocation
• Funding Source: Program or initiative funding
• Multi-year Funding: If spread across fiscal years
• Funding Approval Status: Approved/Pending

Geographic Information

Location Details:

• Delivery Location: Where goods/services delivered
• Work Location: Where work will be performed
• Vendor Location: Required vendor location (if specified)
• Regional Restrictions: Local/provincial preferences

Address Components:

• City: Primary city
• Province/Territory: Canadian province or territory
• Country: Usually Canada, may include international
• Postal Code: When specified
• Region: Greater region or area

Multi-Location Tenders:

• Multiple Delivery Sites: List of all locations
• National Scope: Canada-wide indicator
• Regional Scope: Multi-province coverage
• Site Visit Locations: If site visits required

Solicitation Information

Solicitation Type:

• Type: RFP, RFQ, RFI, RFSO, ACAN, ITB, ITQ
• Type Description: What this solicitation type means
• Response Format: Required submission format
• Page Limits: Maximum pages if specified

Procurement Method:

• Method: Open, Selective, Sole Source, Limited, Standing Offer
• Method Code: Government code (PM-01, etc.)
• Justification: For non-competitive methods
• Pre-qualification: If required

Trade Agreements (Federal): Trade agreements that apply to this tender:

• ✓ CFTA - Canadian Free Trade Agreement
• ✓ CPTPP - Comprehensive and Progressive Trans-Pacific Partnership
• ✓ CETA - Canada-EU Comprehensive Economic and Trade Agreement
• ✓ WTO-AGP - WTO Agreement on Government Procurement
• ✓ CUSMA - Canada-United States-Mexico Agreement

Implications:

• Open to international bidders from member countries
• May have specific rules for evaluation
• Language requirements may differ
• Protest/challenge rights vary

Competitive Procurement:

• Competitive: Yes/No indicator
• Number of Bidders Expected: Government estimate
• Reserved: For specific groups (Indigenous, small business)

Contract Details

Contract Duration:

• Contract Period: Start to end date
• Duration: Months or years
• Base Period: Initial term
• Option Periods: Renewal options (e.g., "2 x 1 year")
• Total Potential Duration: Base + all options

Example:

Base Period: 12 months
Option 1: 12 months
Option 2: 12 months
Total Potential: 36 months (3 years)

Contract Type:

• Fixed Price: Price agreed upfront
• Cost Reimbursable: Costs plus fee
• Time and Materials: Hourly/daily rates
• Indefinite Delivery: Call-up as needed
• Hybrid: Combination of types

Delivery Schedule:

• Delivery Timeline: When deliverables due
• Milestones: Key delivery points
• Performance Period: Time to complete work
• Phased Delivery: If work delivered in phases

Requirements and Evaluation

Submission Requirements:

• Mandatory Requirements: Must-have elements
• Forms Required: Bid forms, certifications
• Financial Requirements: Bonding, insurance
• Security Requirements: Clearance levels
• Language: English, French, or bilingual

Evaluation Methodology:

• Selection Criteria: How bids will be evaluated
• Weighting: Technical vs. price weighting
• Point System: If rated criteria used
• Mandatory Criteria: Pass/fail requirements
• Rated Criteria: Scored elements

Common Weightings:

• 60% Technical / 40% Financial
• 70% Technical / 30% Financial
• 50% Technical / 50% Financial
• Lowest price (compliant bids)
• Best value

Qualifications:

• Minimum Qualifications: Experience, capabilities required
• Past Performance: Similar project requirements
• Certifications: Professional/technical certifications
• Financial Capacity: Bonding, insurance minimums
• Personnel: Key personnel requirements

Special Conditions

Site Visit:

• Site Visit Required: Yes/No
• Site Visit Date/Time: When scheduled
• Site Visit Location: Where to attend
• Site Visit Mandatory: Attendance required for eligibility
• Registration Deadline: RSVP deadline

Pre-Bid Conference:

• Conference Date/Time: When scheduled
• Conference Location: In-person or virtual
• Conference Mandatory: Required attendance
• Conference Format: Presentation, Q&A format
• Registration: How to register

Questions and Clarifications:

• Question Deadline: Last date to submit questions
• Question Format: How to submit (email, portal)
• Answer Publication: When/where answers posted
• Q&A Document: Link to published Q&A

Submission Method:

• Submission Platform: Where to submit (email, portal, physical)
• Submission Format: PDF, sealed bid, electronic
• Submission Parts: Technical, financial separate
• Submission Deadline: Exact time and time zone
• Late Submission: Policy on late bids (usually not accepted)

Indigenous and Social Procurement

Indigenous Opportunities:

• PSIB Set-Aside: Procurement Strategy for Indigenous Business
• Indigenous Participation: Required percentage
• Indigenous Joint Venture: Encouraged/required
• Indigenous Consultation: Community engagement required

Social Procurement:

• Community Benefits: Required community benefits
• Social Value: Social impact weighting
• Local Hiring: Local employment requirements
• Apprenticeship: Apprentice requirements
• Environmental: Green procurement criteria
• Accessibility: Accessibility requirements

Language Requirements

Official Languages:

• Submission Language: English, French, or both accepted
• Working Language: Language for contract execution
• Bilingual Services: If bilingual delivery required
• Translation: Translation services required

SEAO Language: Quebec tenders may require:

• French Mandatory: French submission required
• French Preferred: French preferred but not mandatory
• Bilingual: Both languages required
• French Work: Work conducted in French

Documents Tab

Access RFP documents, amendments, and attachments:

Document List

All documents associated with the tender:

Primary Documents:

• RFP Document: Main request for proposal (PDF, DOCX)
• Solicitation Document: Official tender document
• Instructions to Bidders: Submission instructions
• Scope of Work: Detailed requirements
• Technical Specifications: Technical requirements

Supporting Documents:

• Bid Forms: Forms to complete (Excel, PDF)
• Certifications: Required certification forms
• Drawings: Engineering drawings, plans (CAD, PDF)
• Schedules: Project schedules, timelines
• Appendices: Supporting information, references

Amendments:

• Amendment 01, 02, etc.: Chronologically numbered
• Amendment Date: When issued
• Amendment Description: Nature of changes
• Supersedes: Which documents are replaced

Q&A Documents:

• Questions and Answers: Published Q&A
• Clarifications: Government-issued clarifications
• Addenda: Additional information

Document Information

Each document shows:

Metadata:

• Document Title: Official document name
• File Name: Download file name
• File Type: PDF, DOCX, XLSX, DWG, ZIP, etc.
• File Size: Download size
• Pages: Page count (for PDFs)
• Date Added: When published
• Version: Document version number
• Language: English, French, Bilingual

Actions:

• Download: Download to device
• Preview: View in browser (PDFs only)
• Analyze: Upload to Bid Analysis
• Extract Text: Extract content for search

Download Options:

• Individual Download: Single document
• Bulk Download: All documents in ZIP
• Current Versions Only: Exclude superseded documents
• All Versions: Include superseded for reference

Document Preview

Preview PDFs directly in the browser:

Preview Features:

• Page Navigation: Next/previous page, jump to page
• Zoom: Zoom in/out, fit to width/height
• Search: Full-text search within document
• Download: Download from preview
• Print: Print directly
• Fullscreen: Fullscreen mode for reading

Text Selection:

• Select text to copy
• Right-click options
• Export selected text
• Highlight and annotate (premium feature)

Document Analysis

Send documents directly to Bid Analysis:

Quick Analyze:

1. Click Analyze next to RFP document
2. Document uploads to Bid Analysis
3. Tender is automatically linked
4. Requirement extraction begins

Batch Analyze:

• Select multiple documents
• Analyze all at once
• Combined analysis
• Cross-reference requirements

Contacts Tab

Government contact information for the tender:

Contracting Officer

Primary contact for the procurement:

Contact Information:

• Name: Full name
• Title: Position/role
• Organization: Department/office
• Email: Contact email (clickable to send)
• Phone: Direct phone number
• Fax: Fax number (if provided)
• Office Hours: Contact hours (typically business hours)

Responsibilities:

• Questions and clarifications
• Submission instructions
• Contract administration
• Amendments and updates

Technical Contact

Contact for technical questions (if different from contracting officer):

Contact Information:

• Full contact details as above
• May be technical subject matter expert
• Questions on technical requirements
• Clarifications on specifications

Administrative Contact

Contact for administrative/procedural questions:

Contact Information:

• Process questions
• Document access issues
• Submission logistics
• Conference registration

Additional Contacts

Site Visit Coordinator:

• Site visit registration
• Location and logistics
• Safety requirements

Financial Contact:

• Bonding questions
• Payment terms
• Financial requirements

End User Contact:

• End user requirements
• Operational questions
• Performance standards

Contact Actions

Quick Actions:

• Email: Opens email client with contact address
• Add to Contacts: Save to your contact list
• Call: Click-to-call on mobile
• Export vCard: Download contact card

Multi-Contact Email:

• Email all contacts at once
• Template for questions
• CC your team
• Track communication

History Tab

Track tender lifecycle and amendments:

Timeline View

Chronological history of tender:

Events Tracked:

• Published: Initial posting date
• Amended: Each amendment with date
• Status Changes: Active → Closed → Awarded
• Document Updates: New documents added
• Deadline Changes: Closing date extensions
• Q&A Published: Question answers posted
• Cancelled: If tender cancelled
• Awarded: Award announcement

Timeline Display:

● 2026-03-28 - Awarded to Acme Corp - $450,000
● 2026-03-15 - Closing Date
● 2026-03-10 - Amendment 02 - Deadline extended
● 2026-03-05 - Q&A Published
● 2026-02-28 - Amendment 01 - Budget clarification
● 2026-02-25 - Site Visit Held
● 2026-02-20 - Pre-Bid Conference
● 2026-02-15 - Published - Active

Amendment History

Detailed amendment tracking:

Amendment Details:

• Amendment Number: A01, A02, A03...
• Amendment Date: When issued
• Amendment Type: Deadline, Scope, Budget, Clarification
• Description: What changed
• Documents: New/updated documents
• Impact: Critical, Minor, Informational

Change Summary: Before vs. After for key changes:

• Closing Date: 2026-03-01 → 2026-03-15
• Estimated Value: $300K → $450K
• Scope: Added cybersecurity requirements

Superseded Documents:

• Which documents are no longer current
• Links to previous versions for reference
• Version tracking

Status History

Track status changes over time:

Status Log:

• When tender moved between statuses
• Duration in each status
• Status change reasons (if provided)

Example:

Active: 2026-02-15 to 2026-03-15 (28 days)
Closed: 2026-03-15 to 2026-03-28 (13 days)
Awarded: 2026-03-28 (current)

Award Information

For awarded tenders:

Award Details:

• Awarded To: Vendor name
• Vendor City: Vendor location
• Award Date: When contract awarded
• Award Value: Contract value
• Contract Number: Government contract number
• Contract Duration: Start to end dates
• Options Exercised: If any option periods included

Award Analysis:

• Number of Bids: How many companies bid
• Bid Range: Lowest to highest bid (if disclosed)
• Evaluation Time: Days from closing to award
• Award Notes: Government notes on award decision

Similar Tenders Tab

Find related procurement opportunities:

Similar Tender List

Tenders similar to the current one:

Similarity Matching: AI identifies similar tenders based on:

• Content Similarity: Description and requirements
• Category Match: Same GSIN/UNSPSC codes
• Department: Same issuing agency
• Value Range: Similar contract size
• Scope: Similar work scope

Similarity Score: Each similar tender shows:

• Percentage Match: 95%, 87%, 73% similar
• Match Factors: Why it's similar
• Status: Current status of similar tender
• Quick Link: Open similar tender

Filtering Similar:

• Status: Active, Closed, Awarded
• Timeframe: Recent, Historical
• Same Department: Yes/No
• Similarity Threshold: Minimum % match

Use Cases:

For Active Tenders:

• Find related opportunities to bid on
• Identify similar requirements
• Bundle bids for efficiency

For Awarded Tenders:

• Research who won similar contracts
• Understand pricing for similar work
• Identify competitors in this space

Historical Analysis:

• See how requirements evolved
• Track department buying patterns
• Forecast future opportunities

Related Tenders

Explicitly related tenders:

Relationship Types:

• Parent-Child: Original and amendments
• Re-compete: Previous competition for same requirement
• Continuation: Extension or renewal of existing contract
• Related Phase: Multi-phase procurement
• Framework Agreement: Call-ups against agreement

Actions Tab

Quick actions for the tender:

Save to Opportunities

Promote tender to the Opportunities module:

What Happens:

1. Tender copied to Opportunities
2. AI enrichment begins:
   • Semantic analysis
   • Fit scoring
   • Competitor identification
   • Win probability estimation
3. Link maintained to original tender
4. Enhanced intelligence available

Options:

• Save and Analyze: Save and immediately start bid analysis
• Save and Track: Save and set status alerts
• Save and Share: Save and share with team

Create Bid Analysis

Start comprehensive bid analysis:

Quick Analyze:

1. Click Create Bid Analysis
2. Tender details pre-populate
3. Upload RFP document
4. Requirement extraction begins
5. Linked to tender for reference

Batch Analyze:

• Select multiple tenders
• Analyze all together
• Compare requirements across opportunities

Set Alerts

Get notified of changes:

Alert Types:

• Status Change: When tender status changes
• Amendment Issued: When amendments published
• Q&A Published: When questions answered
• Deadline Change: If closing date changes
• Award Announced: When contract awarded

Alert Delivery:

• Email: Immediate or daily digest
• In-App: Notification center
• Push: Mobile push notification (app)
• SMS: Text message (premium)

Alert Duration:

• Until closing date
• Until awarded
• Custom duration
• Indefinitely

Export Tender

Export tender details:

Export Formats:

• PDF: Formatted tender details report
• CSV: Metadata in spreadsheet
• JSON: Structured data for API integration
• Word: Editable document format

Export Options:

• Summary: Key details only
• Full Details: All metadata
• Include Documents: Links to documents
• Include History: Amendment and status history

Share Tender

Share with colleagues:

Share Methods:

• Email Link: Send tender URL via email
• Copy Link: Copy URL to clipboard
• Generate Public Link: Create shareable public link
• Internal Share: Share within organization

Share Options:

• Add Message: Include note with share
• Set Permissions: View-only or allow actions
• Expiration: Link expiration date
• Password Protect: Require password (public links)

Track Tender

Add tender to tracking list:

Tracking Lists:

• Watching: Monitor for updates
• Active Pursuit: Currently bidding
• Pipeline: Future consideration
• Research: Market research
• Custom Lists: Create your own

Tracking Actions:

• Add Notes: Private notes on tender
• Set Reminders: Deadline reminders
• Assign: Assign to team member
• Tag: Apply labels and tags

Hide Tender

Remove from your view:

Hide Reasons:

• Not relevant
• Out of scope
• Already reviewed
• Duplicate
• Other

Hidden Tenders:

• Accessible in "Hidden" filter
• Can be unhidden
• Not deleted from system
• Improves relevance of future recommendations

Keyboard Shortcuts

Navigate tender details efficiently:

Next Steps

Explore more tender features:

• Browsing & Filtering - Master tender search
• Semantic Profile - AI tender interpretation
• Saved Filters - Create search presets
• Historical Awards - Research past contracts
• Opportunities - Enhanced tenders with intelligence