Before you go to market, formalise and outline requirements for vendors
General Request Details
There are several key settings on how you wish to go-to-market and information you must provide before publishing
- Response Visibility: During a request you may want to expose submissions before the closing date.
- Visibility: Your request can either be open to the market or closed and require an invitation to view and respond. Vendors must be specifically invited to access a closed request.
- Close Date: Until the close date, vendors will have the opportunity to draft, submit, and withdraw their bids for the listing.
- Grace Period: To accommodate submissions that encounter difficulty uploading their response, you can add a grace period to the request. This allows a vendor to submit up to x hours after the close date has passed. The maximum period is set to 24 hours.
- Forum Close Date: Up until the forum close date, vendors will have the opportunity to ask direct questions about the listing.
- Mandatory Conditions: If you have pass or fail conditions a vendor must meet before their bid is evaluated you can add mandatory conditions. These conditions will be visible to vendors and checked by the procurement owner or collaborator during the review phase.
Documents
Everything that must be distributed to the vendor (e.g. requirements, scope, contract templates etc) that is not part of the response forms can be attached here.
Response Forms
Response forms in Cotiss fall into two buckets; Price and Non-Price response forms.
It is key that you separate these response forms, especially if running a two-envelope evaluation. This ensures that price estimates will be kept separate from other information during a vendor's response and the resulting evaluation.
A two-envelope evaluation can be used if you wish to evaluate non-price attributes of a response, prior to viewing the final price.
Approvals
Once your plan is complete, a go-to-market approval is required to publish your listing to market. This is a mandatory step and will require a user who has been assigned the approval role (see User roles and permission). If you do not require approval and have the appropriate permissions, you can assign yourself.