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Procedure documentationPerforming Manual Scenario Awards for an RFx Locate this document in the navigation structure

Procedure

A scenario award enables you to award the RFx to multiple suppliers, either manually or automatically. You are not required to award an RFx to any supplier.

When you award an RFx manually, you can allocate line item awards to suppliers offering the lowest price, lowest cost, or highest score, or you can specify percentages or amounts to award to selected suppliers.

To perform a scenario award with manual awarding:

  1. Change the RFx phase to Closed for Response.

  2. On the RFx Responses page, select Scenario Award.

  3. In the confirmation dialog box, choose OK.

  4. In the first dialog box of the award wizard, choose the Accept all firm proposals? checkbox, which will accept all firm RFx responses if you have not already done so. Choose Next.

  5. In the Choose Award Type dialog box, choose Manual. You only see this step if you have the Optimizer component installed.

  6. In the Choose RFx Responses dialog box, choose the response or responses you want to include in the scenario award. Choose Next.

  7. In the Select Manual Awarding Method dialog box, choose one of the following:

    • No Default Award: Choose this option to make all award allocations yourself.

    • Award to Supplier/Offer with Lowest Price: Choose this option to automatically allocate line item awards based on the lowest price bids. (Price indicates the amount a supplier bids for a line item.)

    • Award to Supplier/Offer with Lowest Cost: Choose this option to automatically allocate line item awards based on the lowest cost bids. (Cost indicates the line item price plus any additional costs specified by the supplier.)

    • Award to Supplier/Offer with Highest Score (this option only appears if the RFx includes scored questions): Choose this option to automatically allocate line item awards based on the highest scores to the RFx questions.

  8. On the New Scenario page, enter a title and optionally enter a description for the scenario.

  9. Select the RFx Responses tab to view information about the selected RFx responses.

  10. Select the Line Item Rules & Allocations tab to view and edit automatic line item allocations.

  11. On the Line Item Rules & Allocations tab, select Edit for a line item to view its award allocations.

  12. On the Line Item Award Scenario page, review allocations, if any.

  13. Enter or edit line allocations. For more information, see RFx Line Item Rules and Allocations.

  14. Save your entries.

  15. Repeat steps 11 through 14 for each line item to review and allocate.

  16. If you have the Optimizer component installed, you can create additional scenarios to compare their award allocations. To create additional scenarios, save your entires and then repeat steps 2 through 16 for each scenario to create. Then, in the preferred scenario, follow the steps below to create an RFx award.

  17. After you have finished awarding line items to suppliers, change the scenario phase to Complete. In the Complete phase, you cannot make further changes to a scenario. However, you can revert the scenario phase from Complete to In Progress.

    Note Note

    You can delete an award scenario if it is in the In Progress or Complete phase. To delete a scenario, select its Trashcan icon on the Awards page.

    End of the note.

  18. To accept the current scenario for awarding, change the scenario phase to Accepted.

    After you accept a scenario, an Award tab is created in the scenario. This tab contains a summary of the final award.

  19. In the scenario toolbar, select Actions and choose Publish Award. (You can also choose Cancel Acceptance if you decide not to publish this award.)

    The selected RFx award scenario is published to suppliers. When the scenario is published, the award is finalized and no additional scenarios can be accepted.