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Business Rules Examples

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You can use Keelvar's rules-based scenario feature to implement your business goals when evaluating bids.

The following table presents a number of business rules, rule options, and examples available with specific scenario rules.

Table 1. Business Rules
Business Rule Scenario Rule Description Examples
Minimum and Maximum spend Limit award

Specify a minimum or maximum spend allocation.

This can be applied to all bidders, specific bidders, specific bidder groups, all lots, specific lots, and specific lot groups.

Limit the amount of spend for new suppliers to $500,000.
Minimum and maximum lot allocation Limit award

Award a minimum, maximum, or exact number of lots.

You can also allocate lots on a per-attribute basis. You can allocate a minimum, maximum, or exact number of lots to each bidder per category, if you have defined the category as a column.

This can be applied to all bidders, specific bidders, specific bidder groups, all lots, specific lots, and specific lot groups.

Award a maximum of 100 lots to Bidder A.

Award a minimum of 500 lots to Bidder Group B.

Award exactly 30 lots to Bidder C.

Minimum and maximum lot allocation across bidders Limit award Award a minimum, maximum, or exact number of lots across a number of bidders. You can apply this across a number of bidders; Sourcing Optimizer will determine the optimal split of lots between the bidders.

Bidder A, Bidder B, and Bidder C are to be awarded a minimum of 2000 lots between them.

Bidder D, Bidder E, and Bidder F are to be awarded a maximum of 1000 lots between them.

Minimum and maximum attribute across bidders Limit award

Specify the limit value and choose the attribute for which it applies.

This can be applied to all bidders, specific bidders, specific bidder groups, all lots, specific lots, and specific lot groups.

Bidder A and Bidder B must be awarded a minimum of 2,000 lots; the system determines the optimal split between the two bidders.

The group, New Suppliers, must not be awarded more than 1,000 lots; the system determines the optimal split between the bidders in the group.

Each bidder must be awarded a minimum of 500 lots.

Incumbency management Limit award Specify the minimum, maximum, or exact amount of lots to be awarded to incumbent suppliers. All incumbents are to be awarded at least 200 lots.
Minimum and maximum winners Limit winners

Specify the minimum, maximum, or exact amount of unique winners.

You can also award winners on a per-attribute basis. You can allocate a minimum, maximum, or exact number number of winners per category, if you have defined the category as a column.

This can be applied to all bidders, specific bidders, specific bidder groups, all lots, specific lots, and specific lot groups.

Each category must have a minimum of 2 winners to ensure lot coverage in case there are unforeseen disruptions.

Each category must have a maximum of 3 winners due to the administrative cost of managing too many suppliers.

Winner specification Limit winners Specify the bidder you want to award specific lots to. Bidder A must be awarded lots 1003, 1005, 1007, 1008, and 1014.
Bidder withdrawal Limit winners Specify a bidder you do not want to award any lots to. Bidder C must not be awarded any lots.
Lot withdrawal Limit winners

Specify the lots you do not want to be awarded to any bidder.

This can be applied to all lots, specific, and specific lot groups.

Remove all lots going to Boston from the analysis.
Bid withdrawal Limit winners

Specify the lots you do not want to award to specific bidders.

This can be applied to all lots, specific, and specific lot groups.

Do not award lots going to Boston to Bidder A and Bidder D.
Optional lot award Limit winners

Specify the exact number of lots to be awarded.

This can be applied to all bidders, specific bidders, specific bidder groups, all lots, specific lots, and specific lot groups.

From lots 1001, 1006, and 1008, award only one lot to Bidder A.
Spend bid adjustment Adjust bids

Apply a bonus to, or a malus against, selected bids.

This can be applied to all bidders, specific bidders, specific bidder groups, all lots, specific lots, and specific lot groups.

Apply a $500 bonus to Bidder B, a high-quality and reliable provider.

The system reduces the bid by $500 and uses the adjusted bid value in determining the award allocation but the actual cost remains the same as the original bid.

Proportionate bid adjustment Adjust bids

Apply a bonus to, or a malus against, selected bids.

This can be applied to all bidders, specific bidders, specific bidder groups, all lots, specific lots, and specific lot groups.

Apply a 5% bonus to Bidder B, a high-quality and reliable provider.

The system reduces the bid by 5% and uses the adjusted bid value in determining the award allocation but the actual cost remains the same as the original bid.