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The creation of an RFP (Request For Proposal) using a pre-packaged Evaluation Specification template involves four steps. You start out with creating an Evaluation Specification, from which you can generate an RFP.
The steps involved in the creation of an RFP are briefly outlined below. It is assumed that the Evaluator's Application Suite (EAS) is already installed and in a working state. Please see the User's Guide for a more detailed description.
Step 1: Creation of an Evaluation Specification
You would use the Evaluation Specification Editor (ESEdit) to create an Evaluation Specification. Once you have obtained a license key, you can import the pre-packaged Evaluation Specification template. After a new tab has been created, you can edit the imported Evaluation Specification and customize it to suit your specific needs.
To speed up authoring, you can import requirements from a Functional Requirement Templates Package (FRTP). Please note that you need a license key to gain access to Functional Requirement Templates Package contents. If you have purchased an Evaluation Specification Usage License (ESUL), you are entitled to request a free-of-charge time-limited Digital Content License (DCL), which allows you to import Requirement templates from an FRTP.
An FRTP also contains requirement category descriptions. You can import text into your Evaluation Specification via cut & paste. Text would typically be imported into Sections or Requirement Groups.
Non-Functional Requirements can be imported free of charge.
Step 2: Generation of a Private RFP
Once you are finished with Evaluation Specification editing, your next step is the generation of a Private RFP. You will use ESEdit to do this.
Step 3: Filling in RFP-specific information
You use the RFP Editor (RFPEdit) to open a Private RFP and fill in RFP specific information.
Step 4: Generation of a Public RFP
You use the RFP Editor (RFPEdit) to generate a Public RFP. The Public RFP can then be distributed among potential vendors.
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