This article provides comprehensive instructions on how to configure evaluation criteria within the system to support flexible scoring requirements at a granular level to determine supplier conformity and scoring.
Prerequisites
Role: Procurement Officers
You must be at the Criteria step of an Advanced Evaluation.
If a Procurement Plan is linked and criteria are already completed, these fields will be pre-filled.
Step 1: Pre-Assessment (Optional)
The Pre-Assessment is used to determine if a supplier/respondent is conforming or non-conforming using "Pass/Fail" (Yes/No) options rather than weighted scores.
Add criteria: Click Add criteria to create a Pre-Assessment criterion from scratch.
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Load Templates: Click Load Templates to add criteria from templates set up by Admins.
Individual requirements: Select specific individual criteria to load.
Requirements set: Select a group of criteria to load in bulk.
Note: You can preview questions by selecting them and hitting "Load selected".
Skip this step: Select Skip this step if you are completing this outside the system; this moves you directly to weighted Evaluation Criteria.
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Adjust Templates: Modify loaded templates as needed:
'Bin' icon: Delete the entire criterion.
Title: Change the criterion title.
Click on the question: Edit specific questions within the criterion.
"Delete": Remove a question from the criterion.
"Add a question": Include a new question in the criterion.
Save: Click Save and Continue to move to weighted Evaluation Criteria.
Step 2: Evaluation Criteria
Evaluation Criteria are scored by the panel and then averaged for the consensus round. These criteria, questions, and answers are all assigned specific weightings.
Load Templates: Click Load Templates in the top-right corner to use organisational templates.
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Set Weighting Style: Choose how criteria are calculated at the top of the page:
As %: All criteria must add up to 100%.
As points: Criteria are assigned points, and the system automatically weights them out of 100%. (e.g. 2 criterion are weighted 1 point each, therefore each criterion will be weight 1/2 = 50%)
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Weighting Cost: If enabled, Cost is the first criterion.
Weighting: This is automatically calculated, with the lowest cost receiving the highest score. If cost shouldn't be weighted, set this to 0.
Cost Effective Ratio: If your organisation uses this for consensus scoring, you cannot provide a manual weighting.
Hide cost: Select this to hide the submitted cost from evaluators.
Scoring method: Tick this if you prefer to set up your own manual cost criterion.
Weighting Criteria: Provide a total weighting for each criterion in the top-right corner. This is the maximum score a respondent can receive for that criterion.
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Question Weighting & Options: Click on a question within a criterion to define:
Weighting: The points this question is worth relative to other questions.
Response type: Select between "Drop-down" or "Yes/No".
Pre-defined options: Select from admin-customised dropdown options.
Response Options: Define what evaluators select when scoring.
Points: Set the weighting of each specific response option.
+ or - icons: Add or remove response options.
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Assigning Criteria: By default, all criteria are assigned to "All panel members".
To limit assignments, untick "All panel members" and select specific individuals or teams from the dropdown.
Note: If unticked, evaluators added later will not be assigned by default unless they are in an included team.
Results / Validation
Click Save and Continue to lock in your criteria and move to the next stage of the evaluation process.
Limits & Notes
Cost Weighting: If cost shouldn't be weighted, set the value to 0.
Pre-Assessment Scoring: Pre-Assessment questions should always be responded to with 'Yes' or 'No' (where 'Yes' equals a pass).