Technical evaluation of bids
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Bid evaluation is a two-stage process comprising of technical and commercial bid assessment performed by technical experts and finance department respectively. The technically qualified vendors are admitted to the next stage of commercial bid evaluation. Hence a provision to perform technical assessment and flag the vendor as technically approved or rejected prior to commercial evaluation is available.

When commercial bid assessment is performed it is required to distinguish the technically qualified or disqualified vendors. Therefore, a provision to identify technically rejected vendors is helpful.

NOTE: Technical Bid Evaluation is possible only after the Bid Opening Date, even if the tender is in Closed status

To carry out a technical bid evaluation

  1. Select a tender in the bid evaluation status.

Figure: Opening a bid for technical evaluation

  1. In the tool bar click Technical Bid Evaluation.

Technical Bid Evaluation window is displayed.

Figure: Technical Bid Evaluation window

Tender reference number and tender description is displayed in the top portion of the window. Bids submitted for evaluation is displayed in the grid. If the technical evaluation of the bid is not completed, the evaluation status of the bid is displayed as Not Verified. Bid evaluator can accept or reject the bid.

To accept a bid

  1. In the window select a bid.
  2. Click Accept. The bid is technically approved and the status of the bid changes to Approved.

Figure: Accepting a bid

To reject a bid

  1. In the window select the bid.
  2. Click Reject.

Figure: Rejecting a bid

Remarks window is displayed.

  1. Enter rejection comments and click OK.

The status of the bid changes to Rejected.

Figure: Bid evaluation status

A bid that is approved can be rejected, and a bid that is rejected can be approved.

To approve a rejected bid

  1. Select the rejected bid and click Accept. A warning message Selected bid is already verified. Are you sure you want to modify is displayed.
  2. Click Yes. Status of the bid is changed to Approved.

Similarly, it is possible to reject an approved bid.

If the bids for technical evaluation have attachments added by the vendor, in the Technical Bid Evaluation window, Attachments column, an attachment icon is displayed.

Figure: Approving a rejected bid

On clicking the attachments icon, Vendor Uploads window is displayed. Details of the attachment is displayed in the window.