How to recommend a vendor for award

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:

1. Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
2. Hover over the ‌ more icon beside the relevant RFQ
3. Select View Details from the drop-down menu
4. Navigate to the Quotes tab of the RFQ
5. Locate the relevant service and vendor you wish to recommend for award
6. Hover over the ‌ more icon beside the relevant vendor
7. Select Recommend for Award from the drop-down menu
8. Enter the Contract Start Date, Contract End Date, Contract Value and Contract Number in the fields provided
9. Click the Create Recommendation for Award button
10. (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:

1. Review the Recommendation for Award Details section
2. Respond to the questions. These may consist of a mix of mandatory and/or non-mandatory questions and document uploads   ^‌  
3. In the Requires Approval By section select the appropriate approvers for the recommendation for award approval workflow
4. 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:

1. Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
2. Hover over the ‌ more icon beside the relevant RFQ
3. Select View Details from the drop-down menu
4. Navigate to the Engagements & Awards tab of the RFQ
5. 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.