1. Evaluation Overview Set 1: Building the Form

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

3. The Basic Form

4. Set Up Sections

5. Example Form With Completed Sections

6. Set Up Sub-Sections

8. Create Requirements for the Sub-Section

10. Set up Requirements

12. 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

13. 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

14. 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.

15. Form Administration / Permissions

16. The Administration Area

17. Key Areas to Set

19. 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