SayPro Conduct the evaluation of all submissions based on set criteria

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SayPro Tasks to Be Done for the Period: Week 2 (01-08-2025 to 01-14-2025)

Objective:

To conduct the evaluation of all submissions based on the established criteria from SayPro Monthly January SCMR-1: SayPro Monthly Awarding Contracts.


1. Review of Submitted Proposals

Task:

  • Review all submissions for SayPro Monthly January SCMR-1 (Awarding Contracts).
  • Ensure completeness of each submission against the checklist provided in the SCMR-1 documentation.
  • Verify the date of submission to ensure that all proposals are within the eligible submission window.
  • Categorize the submissions based on contract type (e.g., consulting, technology, staffing, etc.) for ease of evaluation.

Details:

  • Ensure that all necessary documents, forms, and supporting information required by SCMR-1 are present.
  • If any proposal is incomplete or lacks required documentation, flag it for follow-up with the respective team or vendor for clarification.
  • Log and catalog each submission in the project management system for tracking.

2. Set Evaluation Criteria Review

Task:

  • Review the evaluation criteria specified in the SayPro Monthly SCMR-1 (January) Awarding Contracts guidelines.
  • Ensure alignment of evaluation procedures with company policies and any external regulatory or contractual standards that apply.

Details:

  • Ensure the evaluation criteria cover aspects such as price competitiveness, quality of proposal, vendor experience, compliance with contract terms, delivery timelines, and alignment with SayPro’s strategic goals.
  • Double-check that all evaluators are briefed on the criteria and any changes to the evaluation process since the previous month.
  • Organize the criteria in a weighted scoring system to ensure that each submission is evaluated fairly and comprehensively.

3. Assign Evaluation Teams

Task:

  • Assign evaluation teams to assess submissions based on their areas of expertise.
  • Each evaluation team should include at least one person with a technical understanding (for product-related submissions) and one with a business acumen (for financial aspects, contract negotiations, and vendor experience).

Details:

  • Document team assignments clearly, ensuring each evaluator understands their role in the process (e.g., financial review, compliance, technical expertise).
  • Provide evaluators with training or a refresher on the evaluation process if necessary.

4. Conduct Evaluation of Submissions

Task:

  • Evaluate all submissions using the predefined scoring system that is based on the established criteria.
  • Ensure that each submission is evaluated thoroughly and scored individually on factors such as:
    • Price competitiveness (value for money)
    • Experience and track record of the vendor
    • Technical proposal (feasibility, quality, innovation)
    • Delivery timelines and guarantees
    • Compliance with all terms and conditions
    • Potential risks and mitigation strategies

Details:

  • Assign scores according to the weighted criteria outlined in the SCMR-1 guidelines.
  • Make sure to maintain objectivity and transparency throughout the evaluation process. Each evaluator should document the rationale behind their scores.
  • If necessary, conduct follow-up interviews with vendors for additional clarifications on specific aspects of their proposal.

5. Consolidation of Evaluation Results

Task:

  • Compile the individual scores from all evaluators for each submission.
  • Calculate final scores based on the weighted average or other pre-agreed methodology.
  • Create a consolidated report summarizing the evaluation results for each submission.

Details:

  • Review the scoring consistency among the evaluators to ensure no discrepancies or misunderstandings.
  • Ensure that the report includes narrative feedback for each submission, providing constructive insights for decision-makers.

6. Vendor Clarifications (If Needed)

Task:

  • Reach out to vendors if there are any uncertainties or missing information in their submission.
  • Request clarification or additional documentation where necessary to complete the evaluation.

Details:

  • Clearly outline the areas needing clarification, and set a reasonable deadline for the vendor’s response.
  • Document any vendor communications and incorporate the new information into the evaluation process.

7. Decision Making and Recommendation

Task:

  • Based on the results of the evaluations, recommend the most suitable vendors for contract awards.
  • Ensure the recommendations align with SayPro’s strategic goals, budgetary constraints, and quality standards.

Details:

  • Review the top scoring submissions to confirm their alignment with business priorities.
  • Make final decisions on contract awards based on the evaluation results.
  • Ensure that all vendor recommendations are backed by clear documentation from the evaluation process.

8. Feedback to Non-Selected Vendors

Task:

  • Notify vendors who were not selected, providing constructive feedback where appropriate.
  • Ensure the feedback process is professional and encourages future participation in SayPro opportunities.

Details:

  • Use feedback as an opportunity to maintain good relationships with vendors, should they wish to submit in future cycles.
  • Document the reasons for non-selection to avoid misunderstandings and ensure fairness.

9. Documentation of Evaluation Process

Task:

  • Ensure that the entire evaluation process is properly documented.
  • Archive all materials, including evaluation forms, scoring sheets, vendor communications, and final decision documents.

Details:

  • Maintain records in compliance with SayPro’s legal, regulatory, and audit requirements.
  • Organize the evaluation materials in a way that makes it easy to retrieve for internal audits or external reviews.

10. Final Approval and Contract Award Notification

Task:

  • Seek final approval from senior management or the appropriate authority for the selected vendors.
  • Send out official notifications to the chosen vendors regarding the award of contracts.

Details:

  • Ensure that the notification includes all contract terms, deadlines, and expectations moving forward.
  • Coordinate the preparation and signing of contract agreements.

Summary of Tasks

  • Review submissions for completeness and categorization.
  • Ensure alignment with evaluation criteria.
  • Assign evaluators and ensure clear roles.
  • Conduct thorough evaluation and scoring of all submissions.
  • Compile evaluation results and make recommendations.
  • Provide feedback to non-selected vendors.
  • Document the process for transparency and accountability.
  • Obtain final approval and notify selected vendors.

By the end of Week 2 (01-08-2025 to 01-14-2025), the goal is to complete the evaluation process and have selected vendors ready for contract award.

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