Evaluating the Technical Envelope

Once the Technical Envelope has been opened in P2i, the Panel Members and Panel Chair can evaluate Supplier responses.

To begin evaluating the technical envelope:

1. Click Open Technical Responses.

   

2. Click the T box under View Response to begin evaluating the Technical Envelope for a supplier.

   

3. Click Enter My Evaluation to begin evaluating the first supplier's technical responses.

   Tip You can also scroll down and select the first question to evaluate each supplier's response to that question. Refer to the steps in Evaluating each question in the topic Evaluating the Qualification Envelope.

   

4. Click the Edit Mode icon to respond to each question in the Desirable Requirements section.

   

5. Add Comments and a Suggested Score

   Note The Technical Comment window displays the current Supplier at the top, the Question and Description below. The Current Response Value holds the Supplier's response to the question. Comments are mandatory as indicated by the * next to the Comment field.

   

6. Scroll to the top of the evaluation window and click Save and Next

7. Repeat steps 4 to 6 for each question. When you have commented and scored all technical questions the window will close.

8. Click Back.

   

9. Click to move to the next supplier.

10. Repeat steps 3 to 9 until all suppliers have been reviewed.

11. Click Back.

    

12. Click to return to the Evaluation Status screen.

13. Click End My Evaluation Job

    Tip Before ending your evaluation job you can click the comment icon and add comments against each supplier.

    

Moderating Evaluation Scores

The Panel Chair can enter a score as part of the moderation process. Each technical question will have an Average Suggested Score based on the average of the scores entered by the Panel Members. The Panel Chair can accept the suggested score for all questions or enter a current score for each question after discussion with the panel members.

1. Select the RFQ to be moderated as a group.

2. Click Go To Evaluation Status.

   

3. Click Open Evaluation Comments.

   Tip From the image below, you can see that there are Comments at Questions Responses. The number refers to the total of all comments entered by each evaluator. For example, if there are four evaluation criteria and five supplier responses to each. This indicates that if all evaluators have evaluated each question from each supplier, there will be 20 comments. If an evaluator has ended their evaluation, but has not entered comments, the Panel Chair can click the icon next to the evaluator to allow the evaluation to be resumed. Each panel member can generate an Evaluation Report to see which suppliers they have evaluated.

   

   Note Click Ok when prompted. Performing this action opens the Evaluation Comments so that all panel members have visibility. This should only be done as a formal part of the moderation process.

4. Click Technical under the Evaluate tab.

   

Generating an Evaluation Report

1. To generate an Evaluation Report, click ... and select Evaluation Report.

   

2. Select the Technical and Technical Evaluation Details and click Confirm.

   

3. Click Select All and click Confirm.

   

4. Select the format that you want the Evaluation Report to appear in and click Confirm.

   

5. Click the report title in your browser download area to open it.

   

Entering the moderated score (Panel Chair only)

Once the all panel members have worked together to come up with a moderated score and comments for each supplier, continue with the process of moderating the Technical Envelope.

1. Click the T box under View Response to begin the moderation of the Technical Envelope for a supplier.

   

2. Click Edit Score.

   

3. Review the Suggested Score for all questions at the top and the Average Suggested Score for each question.

   

4. Discuss the response provided by the Supplier and determine a Current Score to be entered by the Panel Chair.

   Tip If the panel members agree the suggested score is correct for all questions, click Accepted Suggested Score.

5. Click Save.

   

6. Click the Comment icon to enter a moderated comment against each response.

   

7. Click the + Add Evaluation button.

   

8. Enter a Comment and click Save.

   Tip Leave the Suggested Score blank as the Moderated Score has already been entered.

   

9. Click Back to List to return to the responses.

   

10. Repeat steps 6-9 to add a comment to each response.

11. Click to move to the next supplier.

12. Add a moderated score and comments to each Supplier's response.

Accepting or Rejecting the Supplier

Once all suppliers' questions have been evaluated, the Panel Chair can Accept or Reject the supplier and add supporting notes.

1. Click the Evaluate Supplier button.



2. Select Accepted or Rejected and enter Acceptance or Rejection Notes and click Save.



3. Repeat this for each Supplier.

4. Click to return to the Technical Envelope Evaluation Status screen.

Adding a comment against each Supplier

Returning to the Technical Envelope Evaluation Status screen, the project's procurement authority can add comments against the Suppliers. This allows them to make recommendations to the Panel Chair and Panel Members regarding the supplier's responses.

1. Click the Comment icon next to a supplier.



2. Click Insert New Comment.

3. Enter the a Comment and click Save.

4. Click the Back button.

5. Repeat the steps to add comments for each supplier.

6. Click to return to the Evaluation Status screen.

7. Click End My Evaluation Job

   

   Click Ok to confirm.

   Warning All panel members will need to end their evaluation jobs. This is only required if multiple panel members are set up.

Tip The Current Technical Score is displayed next to each supplier.

8. Click Freeze Technical Evaluation.

   

9. Click Confirm.