Evaluating Supplier Responses

As an evaluator you have the ability view, analyze, and score each of the supplier responses for the RFx you have been invited to evaluate. You will assign a score for each applicable area of the RFx (i.e. questionnaire).

Evaluating Supplier Responses

Viewing Evaluator Scores

Comparing Supplier Responses

Instructions for Evaluating Supplier Responses

Click the My Tasks icon, then click on the Action Pending tab, then click the name of the event you have been invited to evaluate.

Click the Response Workbench , then My Evaluation, to start the evaluation process for the Price Sheet and Questionnaires.

To evaluate Price Sheet responses, select Price Sheet, which will open the Price Sheet(s) in evaluation mode.

Enter your score in the 'My Score' column (column B) on each row for each supplier response. You will enter scoring values of 1, 2, 3, 4 or 5 based on the following criteria:

1. Invalid, no response, or does not meet the requirement
2. Partially meets the requirement
3. Meets most of the requirement
4. Meets the requirement
5. Exceeds the requirement

Would like to see the detailed scoring matrix?

Once you have assigned scores to all rows, navigate back to the top of the window. If you have multiple price sheets to score, select subsequent price sheets from the dropdown.

Once all price sheets have been scored, select Done to return to the evaluation screen.

To evaluate Questionnaires responses, select Questionnaire from the My Evaluation screen, which will open the Questionnaire(s) in evaluation mode. 

Enter a score from 1-5 (based on the criteria mentioned above) in the Score field below each supplier's response for each question on the questionnaire. There are also questions that will not require scores or that require a selection of 'Acceptable' or 'Unacceptable'.

As you enter more evaluation scores, the screen will reflect the percent complete the evaluation is for the individual questionnaire. Ensure the evaluation is 100% complete, then select Save. 

If you have multiple questionnaires to score, select subsequent questionnaires from the dropdown at the top of the screen.

Once all questionnaires have been scored and reflect 100% complete, select Save and then Done to return to the evaluation screen.

When you have finished scoring all price sheets and questionnaires, you are ready to submit your evaluation scores. To do so, select Submit Scores from the My Evaluation screen.

Select the box next to the Supplier(s) you want to submit evaluations for and select Done. Note: If a supplier does not appear on the list, it means the evaluation has not been scored completed. Verify that you have entered scores for each price sheet and questionnaire. 

Select Proceed on the confirmation window to finalize your submission. 

A success message will display, select OK to return to the evaluation screen.

Once you have finished submitting your scores, you will see you scores on the My Evaluation page and your evaluation status will be 'Submitted'.

If you need to correct your scores, you can do so by selecting Withdraw Scores and resubmitting when they are accurate. Note: You can only complete this action during the evaluation period.

Viewing Evaluator Scores

To check the status of evaluation submissions by your team members, select the Evaluation Statistics tab next to My Evaluation. This will display the status of submissions by evaluators so that you can verify if any evaluations are still pending/outstanding. 

To view the event scores, select the Scorecard tab next to Evaluation Statistics. This will display the overall Questionnaire and Price Sheet scores, along with the total Event Score. These scores will generate based off of the scorecard that has been defaulted for the event.

Comparing Supplier Responses

To compare supplier responses, select the Compare tab within the Response Workbench. 

Depending on the RFx settings, you can navigate to the Price Sheets and Questionnaires tab to view a summary of the responses submitted by the supplier(s). You can also filter to just see a specific supplier's responses by selecting Select Suppliers and checking the box next to the supplier you want to view. This will filter the Price Sheets and Questionnaires tab to just display the selected supplier's response. 

Note:

As a best practice and for fair evaluation, the event owner will likely to set Supplier Names to be hidden. If so, Supplier Names will appear as Supplier 1, Supplier 2, etc.