Planning Tab

Peter Campbell Updated by Peter Campbell

Once the Sourcing Activity has been created, it will automatically enter into the Planning phase of the process.

The In-Progress dropdown contains a list of mandatory items to be populated before this phase ends, as well as a checklist that must be completed.

To begin fulfilling the requirements of this phase, navigate to the Planning tab.

Contract Estimates

The first section is for Contract Estimates.

These values represent the estimated costs and timeframes for the contract or contracts that will follow on conclusion of this sourcing activity.

Entering this information is essential, as it will form the budget for all contracts awarded from this sourcing activity once it reaches the Outcome phase.

For sourcing activities where only a single contract will be awarded, the figure provided here will act as the benchmark against which the awarded contract value is compared.

The required delivery date can also be set here.

After Contract Estimates, further sections are available where you can provide additional information about the requirements of the sourcing activity and the contracts that will be created as a result of it.

Options / Rights of Renewal

This section is available for adding any Options / Rights of Renewal that the contract should include.

RFx Pack

The RFx Pack section enables you to define the conditions of your RFx pack - including the Conditions of Tendering, Contract Template and Payment Model.

The fields within the RFx Pack are prepopulated with values taken from the system configuration.

In the out‑of‑the‑box configuration, the Conditions of Tendering are set to "See attachments", and the Payment Model defaults to "Standard".

These defaults should be expanded upon or supplemented with supporting documentation when conducting a sourcing activity, to ensure suppliers have a clear and complete understanding of the requirements.

Planned Dates

The Planned Dates section should have been completed immediately after the activity was created, but it can also be updated or populated at this stage.

Evaluation Methodology

The Evaluation Methodology to be used for this sourcing activity should also be set in this section.

This selection determines the assessment framework that will be applied and against which suppliers’ responses will be evaluated.

In the standard configuration, a single methodology is available, enabling you to assess price, quality and social value factors for each potential supplier, as well as provide commentary on both the submission and the evaluation.

Requirements and Compliance Items

Finally, you can specify the requirements that a supplier must meet in order to be successful in their bid.

These requirements may include Insurances, Qualifications and Certifications, and Documents.

When suppliers respond to the opportunity, the system will automatically check their supplier record to confirm whether this information is held, providing an automated view of their compliance.

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