Criteria for procurement object
Criterion type
Scoring for criteria
Changing the order of criteria and deleting criteria
Common/general criteria


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The forms that suppliers must complete regarding procurement objects and related criteria are specified in the “Procurement object criteria” section. This section is also used to draft the tender comparison criteria – the points and weightings – as well as the methods for calculating these. These are also shown on the comparison table.


Add object group


Specifying price points when scoring is used as the comparison criterion


Specifying the order of priority when “Order of priority” is used as the selection criterion


Maximum points for quality



Criteria for procurement object


The desired number of criteria can be specified for each object row or object group


The criteria may be:

  • Requested information
  • Requirements set for the object
  • Factors that affect the selection criteria
  • Matters subject to notification
  • Also, grouping sub-headers


Create a new criterion by clicking “Add object group criterion” or “Add object row criterion” for a specific object row.

  • Specify how the criterion is allocated
    • Select the applicable product/service row for the criterion 
    • General: the criterion applies to the entire object group in general 
    • All objects: the criterion is requested for each product/service row in the product group (scores cannot be calculated for these criteria) 
  • Enter a name for the criterion
    • Click the “Expand field” icon after the field if you would like to enter more text

 

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Criterion type

The criterion type defines the type of information that suppliers can enter when completing the electronic tender form.


Mandatory requirements can be set for criteria such that suppliers must enter information or answer in a specific way in order to fulfill the minimum requirements set for the call for tenders (tenders that do not comply with the call for tenders are exceptions to this).


Select a criterion type


  • Numerical
    • The supplier enters numerical data 
    • Option to specify minimum and/or maximum values 
    • Option to specify a field suffix (such as “kg”, “pcs”, “h”, “days”) 
    • Option to set this as mandatory by selecting “Entry required” 
  • Uploadable
    • The supplier uploads a file 
    • Option to set this as mandatory by selecting “Upload required” 
  • Yes/no
    • The supplier responds yes or no 
    • Option to make a “yes” response mandatory by selecting “Yes required” 
  • Text
    • The supplier enters free text 
    • Option to set this as mandatory by selecting “Entry required” 
  • For your information
    • Text for the supplier's information – no response requested 
  • Header
    • Sub-headers to group and clarify requirements 
  • Menu
    • A drop-down menu enabling the supplier to select one option 
    • Option to set this as mandatory by selecting “Selection required” 
    • Add a menu criterion by clicking the “Edit menu rows” icon


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  • Enter an explanation  
  • Add a menu row by clicking “Add menu row” 
  • Add options to the criterion by selecting “Add to criterion” 

 

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  • Multiple-choice menu
    • A menu enabling the supplier to select one or more options 
    • Option to set this as mandatory by selecting “Selection required” 
    • Menu options are created as described above
  • Price
  • No/yes
    • The supplier responds no or yes 
    • Option to make a “no” response mandatory by selecting “No required”
  • Price attachment
    • The tenderer enters the price and price attachment. Both must be entered before the tender can be submitted
    • The price attachment criterion can only be used for requesting the price if the ‘price is requested using the formula defined in the call for tenders’ option is selected
    • A name and field ending can be entered for the ‘Price attachment’ criterion, but no criterion-specific scoring. The effect on the score is based on the potentially specified maximum price score
    • Only one price attachment can be assigned to a single item. 



Scoring for criteria


The editing view enables you to set the maximum number of points for criteria. The number of points is set by entering the maximum number of points for the criterion into the “Maximum points” field. You can then move to the next field by pressing tab or by clicking in the editing view. The point calculation method can then be selected from a menu.

 


The calculation method that can be selected depends on the criterion type


  • Numerical
    • Automatic scoring 
      • Specify automatic point calculation in the menu that appears 
    • Manual score entry 
      • Points are entered into the comparison table 
    • Relationship to the smallest (automatic) 
    • Relationship to the largest (automatic) 
  • Uploadable
    • Manual score entry 
      • Points are entered into the comparison table 
  • Yes/no
    • Automatic scoring 
      • Suppliers will receive the maximum number of points if they answer “Yes” 
      • No points are given for an answer of “No” 
  • Manual score entry
    • Points are entered into the comparison table 
  • Text
    • Manual score entry 
      • Points are entered into the comparison table 
  • For your information
    • Manual score entry 
      • Points are entered into the comparison table 
  • Header
    • No scoring available 
  • Menu
    • The number of points is set by specifying menu scores   
  • Multiple-choice menu
    • The number of points is set by specifying menu scores  
  • Price
    • These are always compared using the “Relationship to the smallest (automatic)” formula 
  • No/yes
    • Automatic scoring 
      • Suppliers will receive the maximum number of points if they answer “No” 
      • No points are given for an answer of “Yes” 
    • Manual score entry
      • Points are entered into the comparison table 

  • Price attachment
    • No scoring can be defined for the criterion directly. The effect on the score is based on the potentially specified maximum price score if a value is defined for the field concerned


See also: Price request selection and price criterion.



Changing the order of criteria and deleting criteria

  • Export the selections in the form of a criterion group:
    • Select the rows to export to the criterion library as a criterion group and click "Export the selections in the form of a criterion group” 
  • Add a new row above the criterion:
    • This adds a new row above the criterion 
  • Change the order of the criterion rows:
    • Click the arrow buttons to change the order of the criteria 
  • Remove criterion:
    • Remove a criterion by clicking the red cross


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See also: Dynamic additional information fields.




Copy criteria


The “Copy criterion” function enables you to copy the criteria for an object group.


  • Select the criteria to copy from the object group
    • Select the criteria that you would like to copy

NOTE: Price criteria cannot be copied from one object group to another.

  • Select the object groups to copy the criteria into
    • “Copy criteria”


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Common/general criteria


When the call for tenders is being drafted, depending on the comparison criteria set for the procurement objects, either common criteria (for each object row or object group) or general criteria (overall procurement and order of priority) can be set.


General criteria (overall procurement and order of priority)


General criteria can be set for overall procurements and procurements based on order of priority. These are criteria related to the procurement in general: they are not allocated to individual products or services.

  • General criteria are set using the same principles as for criteria that are directly allocated to procurement objects  

The picture shows an example of how general appear in the comparison view.


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Shared criteria (by object row and object group)

Shared criteria can be set for procurements by object row and object group. These criteria apply to all of the groups/rows and they are taken into consideration for all groups/rows in the comparison phase.

  • Shared criteria are set using the same principles as for criteria that are directly allocated to procurement objects  
    • The points entered in this section are automatically taken into consideration for all specified object rows or object groups (in this case, them maximum number of points available for object groups must be specified as the smallest number of total points for shared criteria) 


The picture shows an example of how shared criteria appear in the comparison view.

 


See also: Preview supplier's tender form.