Evaluation OverviewSet 1: Building the Form

Setting up the Form

From the dashboardFrom 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

Set Up Sub-Sections

Create Requirements for the Sub-Section

Create Requirements for the Sub-Section

Set up Requirements

Set up Requirements

General notes on requirement visibility

Requirement Visibility: Response and EvaluatedA Requirement defined as having a “Visibility” of ‘Response and Evaluated’ has the following properties:

The Requirement is displayed to the SupplierThe Supplier can respond to the requirementThe Requirement carries an Importance/Comparative WeightingThe Requirement is displayed to the Evaluation TeamThe Requirement can be scored (evaluated) by the Evaluation Team

Requirement Visibility: Response Only, Not EvaluatedA Requirement defined as having a “Visibility” of ‘Response Only, Not Evaluated’ has the following properties:

The Requirement is displayed to the SupplierThe Supplier can respond to the requirementThe Requirement carries NO Importance/Comparative WeightingThe Requirement is displayed to the Evaluation TeamThe 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 SupplierThe Supplier can NOT respond to the requirementThe Requirement carries an Importance/Comparative WeightingThe Requirement is displayed to the Evaluation TeamThe 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 foreach of the sub-sections - lock the individual sections, then lock the form.

Form Administration / Permissions

The Administration Area

Key Areas to Set

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