Make Selections on Respondents

  • Updated

Use the selection options (Shortlisted, Preferred, Rejected, or Runner-up) to indicate the intended decisions for respondents after scoring is complete. This action helps to progress the procurement process toward the final decision.

Prerequisites

You must be a procurement officer and the scoring process for the responses must be complete.

Steps

Follow these steps to make your initial selections on respondents:

  1. View the scoring results and consult the series of charts which help visualise the consensus scoring.

    The Value for Money chart translates complex evaluation data into a clear visual comparison, showing how each supplier performs against your key criteria in relation to their pricing. This makes it easier to see where true value lies, not just the lowest cost.
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  2. For each respondent, select one of the following decisions: Shortlisted, Preferred, Rejected, or Runner-up.

    • Note: Only the Rejected decision prevents that respondent from being marked as Awarded in the final decision. All other options are informational at this stage.

  3. For a shortlisting decision, log notes to accompany the decision.

Results / Validation

After logging the initial selections, the final decision process becomes accessible. The initial decision is displayed alongside the final decision to show the progression of the selection process.

What's Next / Related

  • Make the Final Decision: Once shortlisting is logged, you can proceed with the final decision, which involves steps like negotiations and Best And Final Offers (BAFOs) outside of the system.

    When making the final selections, you can add respondent feedback that will be made available to respondent when decisions finalised in Go To Market. 


    Note: Respondent Notes are only visible internally and are the same notes entered in the Responses tab. Only Respondent Feedback is visible externally to respondents.

Limits & Notes

  • You can select any number of responses to be Awarded or Rejected in the final decision; there does not need to be exactly one award.

  • You have the option to download Reports using Mail Merge Templates, Evaluation Report PDF and Scoring Data.

  • The system supports a comments area and changing of the offer amounts to accommodate the negotiation process.

  • When providing feedback to a respondent as part of the request finalisation, the maximum length is 4,000 characters.

  • The final results get posted back to Go to Market for the final award process to happen.

  • Once the request is finalised in Go To Market, no changes can be made to the evaluation.