Score vendors internally

Internal scoring lets an authorised project member answer a published scorecard for one vendor at a time. It is separate from vendor questionnaire assignments: the scorer is recording an internal judgement based on evidence, not impersonating the vendor. Submit only after checking supporting responses and use not applicable only when the criterion genuinely does not apply.

Before you start

• Confirm the scorecard is published, you are an intended scorer and the project vendors to assess are eligible.

• Open the RFI, demo, meeting, artefact or sandbox evidence needed to support each score.

Step by step

1. Open the internal scorecard

From the evaluation, choose Score or the internal-scoring action. Check the title, published version and guidance before selecting a vendor.

2. Select the project vendor

Choose the vendor you are assessing. Keep vendor identity visible so evidence from another company is not entered accidentally.

3. Answer from evidence

Complete each rating, choice or comment using the agreed rubric. Add concise comments for material judgements, especially when the score is not obvious from the source.

4. Use N/A correctly

Select not applicable only when the criterion is outside scope under the configured policy. Do not use N/A as a substitute for missing vendor evidence unless the rubric explicitly says so.

5. Review and submit

Check required questions and the vendor name, then submit. A saved draft does not contribute as a completed internal score.

6. Continue through vendors

Use the next unscored vendor control where offered and repeat independently. Review aggregate results in Compare only after expected scorers have submitted.

What happens next

• Investigate large differences between scorers with the rubric and evidence before changing any response.

• Keep comparison completeness visible so missing internal scores are not mistaken for low performance.

Troubleshooting

A vendor is not available to score

Check that it is attached and eligible in the project and that the scorecard type and assignment cover that vendor.

A completed form is missing from comparison

Confirm it was submitted rather than saved, uses the expected published scorecard and belongs to an enabled scoring stream.

A submitted score needs correction

Use the supported reopen or edit control if authorised and record the reason. Do not create a duplicate score to hide the original.

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