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).
Instructions for Evaluating Supplier Responses
Click the Tasks icon in your CalUsource
In the Action Pending Menu, click the name of the event you have been invited to evaluate.
Click the Response Workbench icon to start the evaluation process.
The Event Overview provides a snapshot of the number of price sheets, questionnaires, invited suppliers, invited evaluators, and the number of suppliers and evaluators who have responded to the event.
The Event Overview has three different tabs.
The RESPONSE SUMMARY tab provides a high-level overview of the pricing provided by the participating suppliers and how it compares to the baseline spend.
On the PRICE SHEET SUMMARY and QUESTIONNAIRE SUMMARY tabs, you can view, compare, analyze, and score the supplier responses.
Click the Select Suppliers icon to display the Supplier selection window.
Select the supplier(s) whose responses you wish to view/evaluate. A window listing suppliers Select one or more suppliers. Click the top check mark to select all suppliers. Click Done.
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.
Click on QUESTIONNAIRE SUMMARY to view and evaluate supplier responses on questionnaires.
Clicking on Compare will list all of the supplier responses for each question and allow you to view supplier responses side by side for easy comparison.
If your event has more than 1 questionnaire, click the drop down menu to view each Questionnaire Summary.
To display the questionnaire’s questions, click the Evaluate icon .
Note: Some questions (e.g. Yes/No questions) are pre-scored by the system.
Click each question in order to enter your score.
Note: Only the first line of the question displays. Hover over the question text to see more. If a supplier has attached a document to answer a question, you will be able to click on it to view it.
Enter your score to the right of each supplier’s response under each question. You can choose scoring values of 1, 2, 3, 4 or 5 based on the following criteria:
- Invalid, no response, or does not meet the requirement
- Partially meets the requirement
- Meets most of the requirement
- Meets the requirement
- Exceeds the requirement
Would like to see the detailed scoring matrix?
If you have entered all of your scores, click DONE.
Otherwise, click SAVE if you would like to save your scores and come back to them later.
If you have entered all of your scores for all Price Sheet and Questionnaire Summaries, click the SUBMIT button at the bottom of the Response Workbench
Once your scores are submitted, the system will calculate your overall score for the questionnaire and display it in the Evaluation Overview.
Note: Once you submit the score, it is final and cannot be changed. (KR Comment: New enhancement pushed and evaluators are allowed to withdraw. Let's discuss this)
Confirming your evaluation is complete
To validate that you successfully submitted your scores, click Evaluators on the Response Workbench screen.
Look for your name and if your status says Responded, you have successfully submitted your scores.