Sourcing & tendering
Run the competition properly. The record builds as you go.
Run anything from an informal quote to a sealed-bid tender with a scoring committee. The route follows the rules that apply.
The competition
Ten routes. The system knows which one fits.
The route is set by value, category and your workspace's rules.
- RouteCall-off, RFI, RFPQ, RFQ, non-binding quote, ITQ, ITB/ITT, RFP, negotiated RFP, standing arrangement.
- SealedResponses stay hidden until a named person opens them, on the record.
- FairCriteria, weightings and any minimum scores are published before bids close.
- CoveredUnder a trade agreement, the minimum posting period and standstill are enforced.
Sourcing pipelineLive competitions across quoting, evaluation and award.
For the buyer
Pick the route on the need, not the deadline.
The playbook explains each route and its pitfalls. Nine questions lead to one recommendation, with reasons.
- SimpleAnswer nine questions. Take the recommended route, or override it and record why.
- ThenPublish criteria and weightings. At least two evaluators are required.
- ThenAnswer supplier questions as addenda every bidder sees.
- ComplexNo competition? Write the justification here. Its author cannot approve it.
Methodology playbookEvery route, what it commits you to, and how to choose.
For the evaluator
Score quality against a rubric, blind to price.
Rate each answer 0–5 against a published description.
- GateDeclare any conflict of interest and accept the rules of engagement, or scoring stays locked.
- ScoreNote strengths and weaknesses. The price score is computed and hidden while you score.
- MeetAt a consensus meeting, the chair records the agreed rating. Individual scores are never overwritten.
- PublicA public buyer must record that meeting before proposing an award. A private buyer may skip it.
Evaluator's scoringOne evaluator's responses, scored against the rubric.
For the supplier
Suppliers use their own portal, at no licence cost.
Suppliers register, answer and enter their own prices. Nobody re-keys a bid.
- SimpleRegister and keep documents current, with warnings before anything lapses.
- ThenAsk questions and see every addendum.
- ThenSubmit the quote and answers, or decline with a reason.
- AfterReceive purchase orders, submit invoices, and raise a complaint about the process.
Supplier portalThe supplier's side of the same event, no licence needed.
For a procurement director
The file that survives a challenge is already built.
The evidence binder is built from what actually happened, in order.
- SeesEvery clarification, addendum, declaration and score for each event.
- DoesGenerates losing bidders' debriefs from real scores against published criteria.
- DoesGenerates the full evidence binder for any awarded competition.
- ProofA challenge is answered from the record, not from memory.
Document libraryEverything issued and received on an event, in one place.