Supplier responses for a Tender Questionnaire will be pending qualification in the Qualify screen once each section has been evaluated by at least one evaluator. You can then:

  • View the evaluation scores and comments
  • Moderate and finalise evaluation scores
  • Move suppliers onto the next stage of the procurement/questionnaire process 
  • Award (qualify) or reject (disqualify) suppliers

Accessing the Qualify screen

When there are suppliers pending qualification, you'll have a task on your homepage under Management tasks requiring your attention.

  • Clicking on this task will bring you to the Qualify screen
  • Alternatively, you can access the Qualify screen via Supplier Management > Qualify


This screen will display a list of suppliers who have had their responses evaluated and are now pending qualification. Click the 'Qualify' button next to a supplier to start moderation and qualification.

View the evaluation scores and comments

  • Click on a section link to pull up the suppliers answers to the questions and review the details behind the scores.
  • The Provisional Score shows the average score from all evaluators for that section.
    • Hover over the Provisional Scores to see who evaluated, their Score or Pass/Fail decision and any comments that have been added.
  • You can download excel reports of evaluation breakdowns:
    • Download full Evaluation Results - download an excel report of all the evaluation results.
    • Download Evaluator Scores - download an excel report of a breakdown of each evaluators individual scoring and their decisions.
    • Download Supplier Final Scores & Comments - download an excel report containing the final score and final comments for each section. This report is useful for if you want to provide suppliers with feedback on their scores. Please see below for how to provide final scores and input a comment for each section.
      • This can be downloaded to your local machine or the document library of the requirement. When downloading to the document library of the requirement, you can attach this report to the e-mail when notifying the supplier of your decision.

Moderate and finalise evaluation scores

  • Add Evaluation Notes to audit any changes, add any relevant information or to explain your decisions for internal purposes. 

N.B. This note cannot be viewed by the supplier, and is used for communicating with other members of your administration team or to make notes for yourself as to why 

  • Click 'Save Evaluation Notes' at any point to save your changes and evaluation notes. The supplier will remain in the Qualify screen and you can go back to this at any point.
  • You can input a Final Score for each section if you wish to override the Provisional Score. 
    • Under Edit Row click 'Edit', input the new Final Score and click Update.
    • If you don't edit this, the Provisional Score will automatically be used as the Final Score.
  • You can also input a Final Comment for each section if you wish to provide a comment on the score decision for that section.
    • This is useful if you want to provide the supplier with feedback on their scores, as these comments are included in the Supplier Final Scores & Comments report.
    • Under Edit Row click 'Edit', input a comment and click Update.
  • Once you've moderated and finalised the scores for the supplier, click 'Confirm Final Score'. 

N.B. The final scores will be locked and you can no longer edit them once you click 'Confirm Final Score'.

  • You can download the Comparative Scores report to pull off a report that compares the scores achieved by each supplier in order. 
    • This can be downloaded in the RFX tab of your Requirement by clicking on the report icon next to your Questionnaire.
  • If you have a standstill period, you can then exit and leave the suppliers responses in the Qualify screen until you're ready to confirm the qualification decision.

Determine the Qualification result

You must first click 'Confirm Final Score' in order to move onto this step.


For unsuccessful suppliers:

I confirm this supplier is NOT APPROVED - this will disqualify the supplier, and they will have the status of 'Disqualified' in the supplier tab of the Requirement.

  • You have the option to re-invite the supplier to participate again if the questionnaire was set to Invitation
    • If the questionnaire was set to Public, the supplier will be able to re-participate at any point


For successful suppliers:

I confirm this supplier is APPROVED for - this will qualify the supplier and they will have the status of 'Qualified' in the supplier tab of the Requirement. 

  • Another Questionnaire
    • If the next stage questionnaire was set up as Invite Only, you have the option to invite the supplier to participate in the next stage now
      • You can untick this if you would rather manually invite the supplier at a later date via the Manage RFX Tender screen for the next questionnaire. Please note they won't be able to participate until you invite them. 
    • If the next questionnaire was set as Public, the supplier will be able to participate at any point.
    • You have the option to re-invite the supplier on a set date to participate again to renew their responses if the questionnaire was set to Invitation only
      • If the questionnaire was set to Public, the supplier will be able to re-participate at any point
  • Due Diligence
    • You have the option to re-invite the supplier on a set date to participate again to renew their responses 
  • Contract as a whole
    • You can then make the supplier Live on the requirement. Please see below for instructions on this.


For any of the above decisions, you can choose to send an email to the supplier notifying them of the outcome. If you have created email templates, they will be used here.

  • If you downloaded the Supplier Final Scores & Comments report to the document library of the requirement, you will be able to attach this here to the e-mail.


Once you have confirmed the qualification result, you'll be automatically taken to the Suppliers tab of the Requirement.

  • Here you can view the answers the supplier provided, evaluation and qualification results by clicking on the Questionnaires button next to the supplier.

Make the supplier Live on the Requirement

After qualifying a supplier for a contract, you are taken back into the Requirement to select the Categories/Lots they're qualified for and make them Live.


See here for more information on the 'Suppliers' tab of a Requirement. 


Making a supplier Live will:

  • Allow you to post an Award Notice and select the supplier (for certain notices).
  • Allow the supplier access to the Supplier Interface to respond to DirectP2P or ProjectP2P work requests (as configured on the site)
  • Qualify the supplier for associated Costs specified in the Categories/Lots you're making them Live against

N.B: You must add a category so you can make suppliers Live once they are qualified.

  • Head to the Suppliers tab
  • Next to the Supplier, click on the Categories button to select the category or lots the supplier is qualified for.
  • Once you've selected the correct category/lots, click Save.
  • You should now see a Go Live button next to the supplier. Click this to make the supplier Live when you are ready for the supplier to be considered 'live' for the lots/categories specified.
    • If using for due diligence, you may wish to make the supplier Live after successful completion of the due diligence process.
  • You can update the lots/categories a supplier is qualified for at any point by clicking back on the Categories button and ticking/unticking categories.
    • If you make any changes, you will now need to provide a reason for this before clicking Save.
    • You can also do this if you need to disqualify a supplier by unticking all their Categories/Lots.

N.B. All changes are also recorded in the Audit log, which can be viewed in the Audit tab.