Call-off requirements can be created from a framework requirement - these can act like 'child' contracts to a 'parent' contract.

Creating a call-off from a requirement allows you to:

• Inherit details from the original framework to be carried across
• Inherit qualified & live suppliers for certain lots/categories - this is useful for further competition

TABLE OF CONTENTS

• Create a call-off*:
• Call-off Requirements:

Create a call-off*:

A Requirement with no call-offs is labelled as 'Discrete'. Once you create a call-off, it will then be labelled as a 'Framework'.

*Not applicable to Stakeholders who can add their own Requirements. This is only for Key Users (Administrators, Procurement Managers, Contract Managers etc.)

1. Click the settings cog next to the "Edit" button.
2. Click Create a Call-off
   1. Details from the original requirement (which will become a Framework) will be carried across onto the new Call-off
3. Select if you wish to inherit any suppliers (and the lots):
   1. You can choose to inherit Qualified" suppliers, "Live" suppliers, or both (if you wish to bring BOTH, you must tick both options!!)
   2. Optional: Select the supplier tags to filter which suppliers are bought over
      1. Search the supplier tags you wish to inherit
      2. Select either "All Tags" or "Any Tags"
         1. All Tags means if you've selected multiple tags, only those suppliers with all the tags selected will be inherited
         2. Any Tags mean if you've selected multiple tags, suppliers with any of the tags selected will be inherited
   3. IMPORTANT: Select which category(s)you wish to inherit 
      • This inherits the category(s), and if selected it will inherit any Qualified/Live suppliers for that category

NB: Call-offs can be created even if the parent framework has no lots or suppliers. 

Call-off Requirements:

Users are able to copy documents in the  Document Library from the Framework requirement. Within the Document Library click 'Copy from Framework' then select the relevant document. 

This will also introduce the Call-off tab in the dashboard, where you can view all Call-offs of that Requirement.

Users are able to refresh suppliers in the Suppliers tab of Call-Off requirements.