Procurement Evaluation Matrix Builder
You are running a procurement process and need more than just a gut feeling to choose a vendor.
$6.99
Works with the AI tools you already use
Procurement Evaluation Matrix Builder
Example session with this skill installed
Create a weighted matrix for a new CRM. Criteria: Price (40%), Ease of Use (30%), Integration (20%), Support (10%). Suppliers: SalesGrid, CRM-Pro, DirectPipe. Use a 0-5 scale.
- Read your context and instructions
- Compiled the procurement evaluation matrix
- Generated the document
I have generated a procurement evaluation matrix for your CRM selection process. The structure includes mandatory pass/fail checks, weighted scoring for quality and price, and evaluator guidance to ensure a transparent audit trail.
Procurement Evaluation Matrix
1. Procurement Context
- Procurement title: CRM System Selection
- Objective: Secure a user-friendly CRM with strong integration capabilities.
- Suppliers: SalesGrid, CRM-Pro, DirectPipe
- Evaluation approach: Weighted scoring (40/30/20/10)
- Scoring scale: 0-5 (Draft provided below)
- Mandatory requirements: Data protection compliance (GDPR/CCPA), 99.9% uptime SLA.
2. Weighted Evaluation Matrix
| Criterion | Weight | Evidence expected | Scoring guidance | Clarification needed |
|---|---|---|---|---|
| Price | 40% | Full contract term cost | Lowest total cost of ownership scores 5 | Hidden implementation fees? |
| Ease of Use | 30% | UI demo / UX feedback | Intuitive navigation, <3 clicks for core tasks | Training hours required? |
| Integration | 20% | API docs / Native plugins | Verified sync with current email/ERP stack | Specific API rate limits? |
| Support | 10% | Support SLA / Hours | 24/7 coverage with <2hr response time | Weekend support availability? |
3. Scoring Scale
| Score | Meaning | Evidence standard |
|---|---|---|
| 5 | Excellent | Exceeds all requirements with significant added value. |
| 3 | Good | Meets all requirements with no major weaknesses. |
| 1 | Poor | Fails to meet core requirements or lacks evidence. |
| 0 | Non-compliant | No information provided or evidence is unacceptable. |
4. Evaluator Guidance
- Review all vendor documentation independently before attending moderation meetings.
- Score solely based on the submitted evidence; do not rely on previous vendor reputation.
- Record specific reasons for every score to support the final award recommendation.
- If a mandatory requirement is marked 'Fail', the supplier cannot be recommended for award.
Next steps
- Confirm if the 0-5 scale aligns with your internal procurement policy.
- Send the clarification questions to the three vendors to fill evidence gaps.
- Input final scores into the matrix to generate the award recommendation summary.
procurement-evaluation-matrix-builder.pdf
PDF · document
Example file from a real run - the skill writes it into your workspace.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
You are running a procurement process and need more than just a gut feeling to choose a vendor. This skill transforms raw requirements, tender responses, and evaluator notes into a structured, weighted scoring matrix designed for transparency and auditability.
What it does
- Weighted Matrix Construction builds clear tables with criteria, sub-criteria, and visible weightings.
- Scoring Guidance defines objective 0-5 scales to ensure evaluators remain consistent and evidence-based.
- Mandatory Filtering separates pass/fail requirements from weighted preferences to prevent non-compliant awards.
- Clarification Drafting generates neutral questions for bidders when evidence is incomplete or inconsistent.
- Audit Preparation creates moderation notes and award recommendation summaries for internal governance.
How it works
- Context Intake provides the procurement objective, bidders, and selection criteria.
- Structure Design generates the matrix, scoring scales, and mandatory checklists.
- Evidence Mapping aligns supplier responses to criteria and identifies gaps or risks.
- Final Review produces the award recommendation summary and evaluator instructions for copy-paste use.
Frameworks & tools
This skill produces structured Markdown outputs compatible with Microsoft Word, Excel, Google Sheets, and procurement decision papers.
Why this beats prompting it yourself
Generic prompts often fail to separate mandatory compliance from weighted quality, leading to biased results. This skill enforces procurement best practices like independent scoring guidance and clarification logs that withstand internal audits.
Use cases
- Software Selection comparing SaaS vendors based on security, features, and price.
- Agency Tenders evaluating creative agencies on portfolio quality and implementation plans.
- Non-Profit Purchasing creating transparent records for grant-funded facilities contracts.
- Internal Business Cases reviewing existing evaluations for bias or ambiguous scoring.
Known limitations
Does not provide legal advice on procurement law or certify regulatory compliance. User must provide all supplier evidence; the skill never invents performance data or pricing.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
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