Start a requirement
Go to Requirements and choose New requirement. The builder asks How do you want to start?
- Start from a document. Upload a draft specification, last year's tender pack or a business case. We read what the document states and suggest a value for each field.
- Start blank. Fill in every field yourself.
Checking what was read
Each suggestion shows the file and page it was read from. You accept, edit or reject each one, and every decision is recorded with your name. Names, references and dates can be accepted together. Figures, criteria and lots are checked one at a time. Anything not found is listed under Not found in this document for you to fill in. Nothing read from a document is a score.
A figure stated in another currency is not put into a pounds field and is never converted. A scanned document with no text cannot be read, so upload a text copy or type the details.
The first step: contract type and value
- Give the requirement a name and choose the contract type and value band.
- Public buyers answer What are you buying? (goods or services, or works) and the estimated total value including VAT, and see which side of the Procurement Act 2023 threshold it falls.
- Choose the sourcing route you are running. You can change it until bids are submitted.
- On the non statutory route, record the document you are issuing and, for a private purchase, the estimated value with its currency and tax basis.