After your RFQ quoting period has closed, an organisation user can recommend a vendor to be awarded the contract and trigger an approval workflow. The approval workflow will request approval for the award from various decision-makers within your organisation.
Note: A recommendation for award may only be raised for a vendor who has responded to your RFQ, their status will be displayed as Quoted.
Recommend a vendor for award
To recommend a vendor for award:
- Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
- Hover over the more icon beside the relevant RFQ
- Select View Details from the drop-down menu
- Navigate to the Quotes tab of the RFQ
- Locate the relevant service and vendor you wish to recommend for award
- Hover over the more icon beside the relevant vendor
- Select Recommend for Award from the drop-down menu
- Enter the Contract Start Date, Contract End Date, Contract Value and Contract Number in the fields provided
- Click the Create Recommendation for Award button
- (Optional) Click the Start Approval button to begin working on your approval request immediately
Warning: You will not be able to recommend a vendor for award if they already have a pending recommendation for award for the same service in the RFQ. You can view pending recommendations for award on the Engagements & Awards tab of the RFQ.
Create an approval workflow
To create a recommendation for award approval workflow:
- Review the Recommendation for Award Details section
- Respond to the questions. These may consist of a mix of mandatory and/or non-mandatory questions and document uploads
- In the Requires Approval By section select the appropriate approvers for the recommendation for award approval workflow
- Click the Send for Approval button
Note: The maximum file-size of a document that can be uploaded to Felix is 256MiB.
Send the approved engagement to the vendor
To send the approved engagement to the vendor after approval:
- Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
- Hover over the more icon beside the relevant RFQ
- Select View Details from the drop-down menu
- Navigate to the Engagements & Awards tab of the RFQ
- Click the Send Engagements button
Warning: If your engagement is still awaiting approval it will not be sent to the vendor. Engagements that have not been approved will remain in the Pending Engagements section.