Suitability requirements are prepared in the form of requirements or other questions related to the tenderer or the tender. A form page for Tarjouspalvelu.fi will be automatically generated on the ‘Suitability requirements’ tab using which the tenderer will answer the questions defined.
Introduction
Select an introduction for the suitability requirements from the pre-saved texts if applicable, or enter the introduction directly into the text field
Create suitability requirements
To create a new suitability requirement, enter the requirement in the ‘New requirement’ field
FIGURE: ‘Suitability requirements’ section
Select a field type for the suitability requirement
Numeric
The tenderer enters numerical information
Select the field suffix or unit
Minimum and/or maximum values can be defined if applicable
Can be defined as mandatory by selecting ‘Entry is required’
The number of decimal places in the value entered by the tenderer can be limited
FIGURE: Setting up a numerical criterion
For your information
Text for information for the tenderer, no answer required
Uploadable
The tenderer uploads a file
Can be defined as mandatory by selecting ‘Uploading is required’
Text
The tenderer enters free-form text
Can be defined as mandatory by selecting ‘Entry is required’
A maximum length can be defined for the answer (X characters)
The allowed answer can be defined as being
single-line
multiple-line
or single or multiple-line
FIGURE: Setting up a text-type criterion
Menu
A drop-down menu from which the supplier may choose the desired option
Restrictions can be set up for the tenderer’s selection
Selection not restricted
Tenderers may select as many options as they please or leave the question unanswered
Choose not more than one
Tenderers may choose one option or leave the question unanswered
Choose at least one
Tenderers must choose one or several options (the question is mandatory in this case)
Choose one
Tenderers must choose one option (the question is mandatory in this case)
To add a menu option, enter it under ‘New selection row’
FIGURE: Setting up a menu criterion
Yes/no
The tenderer answers ‘Yes’ or ‘No’
The question may be mandatory or optional
The ‘Yes’ or ‘No’ answer can be defined as mandatory
Conditional criteria can be set up for the criterion
Select ‘Includes criteria for which "Yes" is required’ to define a new question that will be displayed if the tenderer answers ‘Yes’ to the original question
Select ‘Includes criteria for which "No" is required’ to define a new question that will be displayed if the tenderer answers ‘No’ to the original question
FIGURE: Setting up a Yes/No criterion. In the example, a Yes/No criterion has been set up in such a way that ‘No’ will display a new question.
Record
A desired set of questions is prepared to which the tenderer is required to answer x times (e.g. references)
Create the questions/criteria one below the other under ‘Record criteria’
If applicable, define the minimum and/or maximum number of times the tenderer is required to answer to the set of questions
The question will be optional if no values are defined in these fields
The tenderer may add a new set of questions in the Supplier Portal under ‘Add row>>’
FIGURE: Setting up a record criterion and what the criterion will look like to the tenderer
Subheading
Subheadings for structuring and clarifying the requirements
Edit suitability requirements
Edit all requirements
Click the red cross to delete the selected requirements all at once
At the end of each respective line, select the requirements you want to delete
Export the selections in the form of a criteria group
Select the criteria you want to save in the criteria library as a group (See the criteria library instructions)
Click to book icon to access the criteria library
From the criteria library, you can create a pre-defined suitability requirements group for the procurement concerned
FIGURE: Edit options for suitability requirements
Edit individual requirements
Click the red cross to delete the criterion if applicable
To change the order of the suitability requirements, drag and drop the desired criterion to the desired location.
Functions menu
Each suitability requirement and its criterion has a ‘Functions’ menu
Close criterion
Hides the details of the suitability requirement (only displays the title of the suitability requirement)
To edit a suitability requirement, you will first need to open it from the ‘Open all requirements’ icon
FIGURE: Functions menu for suitability requirements
Move or copy criterion
You can move a suitability requirement to another location or copy it
A listing of the locations where the requirements of the criterion can be moved or copied to will open in a separate window
Move or copy requirement as a conditional criterion of a Yes/No criterion
Add to "Yes" option
Add to "No" option
Select ‘As a new requirement’ to copy the requirement as a new requirement
FIGURE: Copy a suitability requirement as a new requirement
Click the square icon to set up additional information for the criterion
In the Supplier Portal, the additional information will be displayed for suppliers under the question mark of the criterion concerned
FIGURE: Adding additional information for a criterion