This article explains how to plan the evaluation process by defining evaluation criteria, mandatory requirements, and evaluation teams within the Procurement Planning module. Use this process prior to seeking approvals for the procurement plan.
Prerequisites
The Advanced Evaluations module must be present.
Your user role requires the permission to access and modify procurement plans.
Steps to Define Evaluation Criteria and Teams
Follow these steps to log the evaluation setup.
Navigate to the relevant Procurement Plan.
Click the Evaluation tab to access the planning section.
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To define the team, click Add Team Member.
Action: Enter the panel member's name and role.
Result: The member is added to the panel list. You can then Request COI (Conflict of Interest) for each member.
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To define mandatory requirements, click Add Criteria under Pre-Assessment.
Action: Enter a description of the requirement.
Result: The requirement is logged. Any supplier not meeting a mandatory requirement will be automatically disqualified.
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To define criteria, click Move to Evaluation Criteria.
Action: Enter the criterion's name and weight/value.
Result: The criterion is added to the evaluation setup.
Results / Validation
After completing the steps, the Evaluation tab will display the Evaluation Teams as defined and Requirements and Criteria finalised.
What's Next / Related
Limits & Notes
This functionality is only applicable if the Advanced Evaluations module is active.