Advanced evaluation with approvals and predecessor
If you choose to setup the Advanced evaluation with both approvals and predecessors then the workflow will be as follows:
During tender creation you must choose an
RFx setting or edit the project after creation to included the following approvals.
Once the bid approval process is complete and the bids are open the technical evaluation will be available.
Click the Click to start button to start technical evaluation.
As this tender has been configured also with predecessors we can see the commercial phase is status is Waiting and will not be available until the technical evaluation is complete.
If we open the document we see only the technical responses can be viewed the commercial responses (prices) are hidden.
At this point you can only view the technical responses you cannot negotiate or accept any vendor commercial responses.
Once this phase is complete the status will have a check box indicator t0 show all evaluators have completed their evaluations.
To end the technical evaluation click the Click to end button in the evaluation tab or from the To Do widget.
For more information on evaluating phases please see the Score Manager section.
Now the technical phase is complete the technical evaluation completed approval must be completed by clicking the obtain technical evaluation completed approval Start button in the To Do widget
The approver will receive an email to login and approve the ending of the technical evaluations.
The next phase cannot start until the technical ending has been approved.
The approver will receive an email to approve the closing of the technical phase.
They can also see from the Approvals box in the dashboard.
...and approve it directly
Or open the tender. Click the Approve/Reject button.
Once the technical end approval is complete the commercial evaluation will be available.
Note: Even after the technical evaluation has been approved the commercial responses are still not available to view.
Click the Obtain Commercial bid opening approval Start button.
The approver will receive an email to approve the commercial bid opening.
They can approve it from the dashboard or from the tender.
Once the commercial bid opening has been approved the commercial responses are available for viewing.
Note: The commercial responses will be available to view after the bid opening is approved the user does not need to wait until the evaluation phases has started,
Go back to the tender overview screen and start the commercial evaluations from the To Do widget or from the evaluations section.
For more information on evaluating phases please see the Score Manager section.
Note: If you do not short list the vendors then the evaluation phase status will stay as Waiting.
Once the commercial approval is completed (Indicated by the green check mark) click the Click to start button.
You can then start the commercial evaluations.
Once the commercial evaluations are complete (indicated by green check) you can click the Click to end button.
The evaluations and approvals are now completed and the customer can continue with negotiations.
If this is an E-bidding auction then this will start.
For more information on E-bidding auction please see the E-bidding section.
If this is not an E-bidding auction or the auction is complete the negotiations will continue.
