Public Tenders

**Public Tenders** follows, inside Dolibarr, the whole journey of a company bidding for French public
contracts: from the tender you spot to the invoice filed on Chorus Pro. Nothing to retype elsewhere,
nothing to keep in a spreadsheet.

### The journey, step by step

**1. Spot.** One record per tender: buyer, procedure, contract type, CPV codes, estimated amount,
submission platform, link to the buyer profile, lots. The dates that matter — question deadline,
site visit, bid submission — go into Dolibarr's agenda and come back on the dashboard.

**2. Decide.** A go / no-go grid scored on five criteria (trade, capacity, lead time, margin,
distance), the decision with its reason, and a record of who decided what.

**3. Prepare.** The documents to provide are prefilled from a template and ticked off as you go.
**DC1, DC2 and the ESPD sheet** are generated as PDFs from the candidate profile and the tender:
buyer, subject, chosen lots, SIRET, turnover for three years, capacities, insurance, signatory. The
**price schedule (BPU) and the DQE** are imported, totals are checked, and the offer can become a
Dolibarr commercial proposal.

**4. Submit.** Date and time of submission, amount, acknowledgement of receipt stored with the file.
Then the outcome: awarded, rejected, cancelled, with the rank and the reasons.

**5. Perform.** The contract you won has its own record: form (single contract, framework agreement
with purchase orders or with subsequent contracts), duration, renewals and notice, minimum and
maximum amounts. **Purchase orders** consume the ceiling, with an alert at the threshold you set.
The **certificates to resend every six months** (French labour code, art. D8222-5) are computed and
downloadable as a ZIP.

**6. Invoice.** The fields **Chorus Pro** requires — buyer SIRET, service code, commitment number —
are carried onto the Dolibarr invoice and checked before sending. The module computes **price
revision** from the CCAP formula (fixed part + up to six INSEE indices with their coefficients) and
tracks **late payments**: due date, days late, interest at the ECB rate plus margin, and the flat
recovery fee.

### A vault for company documents

URSSAF clearance certificate, tax certificate, company registration, INSEE record, insurance
certificates, qualifications: each document is **encrypted (AES-256-GCM)** in Dolibarr's documents
directory, with its end of validity. The module warns before expiry, keeps the renewal history, and
opens the vault only to the people holding that specific permission.

### A watch that works without you

Saved searches, run on their own at the frequency you choose, on **BOAMP** (French open data),
**TED** (Official Journal of the European Union), an **RSS or Atom feed** from a platform, or a **web
page** to monitor. Only new notices are emailed, to the recipients you name. The module honours each
site's robots.txt, refuses addresses that are not https, never reads a page that asks for a login,
and stores no password.

### Inside Dolibarr's own records

A **Public tenders** tab is added to the **third party, commercial proposal, order, invoice and
project** records: the tenders and contracts of that buyer, the tender a proposal is the offer for,
the purchase order an order came from, and the Chorus Pro check and payment delay of an invoice.

### Built to be picked up

- Accordion menu, dashboard, guided tour.
- **Built-in help in French and English**, screen by screen, from the **?** button or the F1 key.
- **Server diagnostic** that checks what the module needs and says what to do.
- **Adjustable appearance** (accent colour, density) and a one-click return to the original look.
- **Audit log** of what was done, exportable as CSV.
- **Settings backup**: one file to take away and load back on another instance.
- **Eight permissions** to hand out to groups, including a separate one for the vault.
- Ten editable value lists: no business label is frozen in the code.

### Your data stays with you

Everything is in your Dolibarr. The module leaves your server on two functions only, both off by
default: the BOAMP import and the scheduled watch, which send your search criteria to the service
being queried and your results to the addresses you give. No data is sent to the publisher. Files
are stored in Dolibarr's documents directory, out of direct reach from the web.

### Install and update

Deploy the archive from Home › Setup › Modules, enable the module, hand out the permissions, open
the diagnostic. An update is done by replacing the folder: missing tables are created on first
opening, without re-enabling, and data is kept. Disabling keeps tables and files.

### What comes next

- **1.2**: the DC4 subcontracting declaration.
- **1.3**: paragraph library for the technical statement.

### Limits, stated plainly

- The module **does not submit** your bid for you on a platform: buyer profiles require an account
  and a signature, and there is no public interface for that.
- It **does not produce an official ESPD**: it gives a sheet to copy into the ESPD utility of Chorus
  Pro or of the buyer profile.
- The form PDFs are **always in French**, whatever the language of the screen: they are French
  administration forms.
- Public procurement law changes. The texts offered (sworn statement, thresholds, rates, deadlines)
  are **editable in the settings** and flagged as to be checked; nothing is frozen in the code.