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For procurement methods RFP (Request for Proposal) and RFQ (Request for Quotation), an Evaluation Team must be assigned to review and evaluate the supplier quotations.

The Evaluation Team can be assigned either when editing the request or directly by the Procurement Specialist during the review process.

Assigning the Evaluation Team - Specialist

  • Go to Approvals in the main menu.
  • Open Specialist Review.
  • Select the request and click Review.
  • In the request details, locate the Evaluation Team section.
  • Click Add Evaluator.
  • Select the users who will participate in the evaluation.
  • Save the changes.

The selected users will become members of the Evaluation Team for that request.

Assigning the Evaluation Team (Alternative method)

  • Go to the request in the system.
  • In the Actions column, click Edit.
  • In the Evaluation Team section, click Add Evaluator.
  • Select the users who will participate in the evaluation.
  • Click Update to save the changes.

Starting the Evaluation

Once the quotation submission period has ended, the Procurement Specialist can begin the evaluation process.

When the request status changes to Quotations Collection Ended, click Start Evaluation.

The evaluation team can then review the submitted supplier quotations and proceed with the evaluation process.

Evaluating Supplier Quotations

Once the evaluation process has started, members of the Evaluation Team can review and evaluate the quotations submitted by suppliers.

This process applies to both RFQ (Request for Quotation) and RFP (Request for Proposal) requests.

Accessing the Evaluation

  • In the main menu, click Approvals.
  • Open Evaluation Dashboard.
  • Find the request assigned to you.
  • Click Start Review.

The evaluation screen will open, where you can review the quotations submitted by suppliers.

Reviewing Supplier Quotations

The evaluation page displays important information about each supplier submission, including:

  • supplier comments
  • submission date
  • request information

Review the quotation details before submitting your evaluation.

Submitting Your Evaluation

Each member of the Evaluation Team must complete their assessment for the supplier quotations.

Score

Assign a score from 0 to 10, where: 0 represents the lowest score, 10 represents the highest score.

Recommendation

Select one of the following options:

  • Recommend – the supplier quotation is suitable and recommended
  • Do Not Recommend – the supplier quotation should not be selected
  • Neutral – no strong recommendation

Comments

Optionally add comments explaining your evaluation.

Viewing Evaluation Results

Once all members of the Evaluation Team have submitted their evaluations, the system marks the evaluation as completed.

After opening the quotation details, the system displays the individual evaluations submitted by the evaluation team.