1. Using Procurement
  2. Example of Scoring Requirements in a Two-Stage RFQ

Example of Scoring Requirements in a Two-Stage RFQ

Tim Chao works for his state's transportation department. The state has decided to open a new branch office. Tim is in charge of determining the best supplier for contract IT services for the new office.

He created a two-stage RFQ for a contract database administrator as well as several other management and administrative positions. Now that the time period for responding has ended, Tim and his team of evaluators begin the process of awarding the contract by scoring the supplier responses to the RFQ requirements.

As the catalog manager and the negotiation creator, Tim controls the scoring process among the evaluators.

Scoring Requirements for a Two-Stage RFQ

  1. Tim closes the RFQ.

  2. He unlocks the technical requirement section. This makes the supplier responses to the technical requirements visible to the collaboration team members. Tim notifies the technical evaluators that they now have access to the supplier responses, and he asks them to complete their evaluation in a week. At the same time, Tim conducts his own evaluation of the technical requirements.

    He can enter scores on behalf of a scoring team member. Scorers can download the scoring spreadsheet and score offline for themselves or others in the scoring team and do the same for themselves and others through application as well. He can view the supplier comments in the scoring spreadsheet.

  3. Once all technical evaluators have completed their scoring, Tim applies the knockout scores for the technical requirements. The suppliers who remain after the knockout scores are applied proceed to the next evaluation stage.

  4. Tim unseals the technical requirements responses. This allows suppliers to view their own and other suppliers' responses to the technical requirements

  5. Tim marks the technical evaluation stage as complete.

  6. He unlocks the commercial requirement section. As before, he notifies the commercial evaluators that the responses are available for scoring and assigns them a deadline. Since Tim isn't a commercial evaluator, he doesn't conduct an evaluation of the supplier responses or score them.

    He can enter scores on behalf of a scoring team member. Scorers can download the scoring spreadsheet and score offline for themselves or others in the scoring team and do the same for themselves and others through application as well. He can view the supplier comments in the scoring spreadsheet.

  7. Once all the commercial evaluators have completed their scoring, Tim unseals the commercial responses so suppliers can view them. He marks the commercial stage complete.

  8. Since all the requirement scoring is complete, Tim applies the knock out criteria to eliminate any responses that haven't met the minimum score for the commercial requirements for the RFQ.