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Procedure documentationSelecting a Special Status Rule for an RFx Optimizer Scenario Locate this document in the navigation structure

 

A special status rule specifies that a minimum percentage of the total award price is allocated to suppliers who satisfy specified criteria for a specific RFx question. This rule can also ensure that a minimum percentage of the total award price goes to suppliers who satisfy decision-making criteria, such as being minority-owned or women-owned businesses.

The rule criteria are based on the questions you added to the RFx. For example, you might add the question "Is the business minority owned?" to the RFx, with the intention of using it for a special status rule. For details about other global rules, see RFx Optimization Rules.

Procedure

  1. On the Global Rules page under Default Line Item Rule, choose Add Special Status Rule.

    Note Note

    This button only appears if you have added questions to the RFx.

    End of the note.

  2. In the Special Status Rule dialog box, in the Allocate Minimum % field, enter the percentage of the total price to award.

  3. Choose Where the Question and select the question for which to create a rule. You see a list of all the questions in the RFx.

  4. In the Matches this response field, enter the desired response to the question.

    Depending on the question type, you may also choose how to match the response: Exactly, At Most, At Least, Match Any, or Match All.

  5. Choose OK.

  6. Save your entries.