Create Two-Stage RFQs

This worked example provides information on creating two-stage RFQs.

The two-stage RFQ process involves the submission by the suppliers of a technical quote and a commercial quote. The technical quotes are opened and evaluated first to determine a list of qualified suppliers, and only then are the commercial quotes of the qualified suppliers opened and evaluated.

Two-Stage RFQs

1. In the Navigator, go to the Negotiations work area.

2. From Tasks, select Create Negotiation.

3. In Create Negotiation, select Two Stage Negotiation stylesheet and select the two-stage evaluation option.

4. Click Create.

5. In the Edit Negotiation: Overview train stop, enter the RFQ title, and then enter the negotiation close date.

   Provide the RFQ title as Green Corporation Administration Services, and the close date as an year from today. The Close Date date picker is in the Schedule region. You must create a technical requirement and a commercial requirement.

6. In the Requirements train stop, click Add Section.

7. In Requirement, enter value Skills and Certification and in Evaluation Stage select Technical, and then click Add Requirement.

8. In Add Requirement, do the following: In Requirement enter Duration, in Requirement Text, enter the requirement, How long have you been providing this service? Select requirement type as Text entry box, select scoring as Manual, and weight as 20, and then click Save and Close.

9. In the Requirements train stop, click Add Section.

   Add the commercial section.

10. In Requirement, enter value Business and Financial Strength and in Evaluation Stage select Commercial, and then click Add Requirement.

11. In Add Requirement, do the following: In Requirement enter Profit, in Requirement Text enter requirement, What was your company's profit for the last fiscal year? Select requirement type as Text entry box, select scoring as Manual, and weight as 20, and then click Save and Close.