Evaluation Overview Set 1: Building the Form

Setting up the Form From the dashboard From the Requirements form menu Name your form Confirm COI Statement

The Basic Form

Set Up Sections

Example Form With Completed Sections

Set Up Sub-Sections

Create Requirements for the Sub-Section

Set up Requirements

General notes on requirement visibility Requirement Visibility: Response and Evaluated A Requirement defined as having a “Visibility” of ‘Response and Evaluated’ has the following properties: The Requirement is displayed to the Supplier The Supplier can respond to the requirement The Requirement carries an Importance/Comparative Weighting The Requirement is displayed to the Evaluation Team The Requirement can be scored (evaluated) by the Evaluation Team Requirement Visibility: Response Only, Not Evaluated A Requirement defined as having a “Visibility” of ‘Response Only, Not Evaluated’ has the following properties: The Requirement is displayed to the Supplier The Supplier can respond to the requirement The Requirement carries NO Importance/Comparative Weighting The Requirement is displayed to the Evaluation Team The Requirement can NOT be scored (evaluated) by the Evaluation Team

General Notes on Requirement Visibility Requirement Visibility: No Response, Evaluated Only A Requirement defined as having a “Visibility” of ‘No Response, Evaluated Only’ has the following properties: The Requirement is NOT displayed to the Supplier The Supplier can NOT respond to the requirement The Requirement carries an Importance/Comparative Weighting The Requirement is displayed to the Evaluation Team The Requirement can be scored (evaluated) by the Evaluation Team

Example of What Your Supplier Will See Once all sections, sub-sections and requirements are set for each of the sub-sections - lock the individual sections, then lock the form.

Form Administration / Permissions

The Administration Area

Key Areas to Set

Summary to Date 1.Create the form 2.Name the form 3.Set up the sections 4.Set up the sub-sections 5.Set up the requirements for the sub-sections 6.Lock the individual sections, then lock the form 7.Set form permissions