Procurement intelligence · AI playbook 01

AI Vendor
Evaluation

A governed workflow for turning comparable proposal content into a traceable first-pass analysis—without handing the decision to AI.

The outcome

A structured comparison brief that identifies evidence, gaps, contradictions, and questions for evaluators. Scores and final decisions remain with the authorized human team.

01 · Workflow

From source files to a defensible review.

Use only approved, non-confidential inputs and a model permitted by your organization. Keep every conclusion connected to source evidence.

Prepare

Normalize requirements, scoring definitions, and proposal sections.

Extract

Identify claims, evidence, exceptions, and unanswered requirements.

Compare

Build a neutral cross-vendor view without assigning final scores.

Validate

Human evaluators verify citations, correct errors, and decide.

02 · Prompt example

A prompt designed for traceability.

The full product vision includes editable prompts, preparation sheets, and model-specific setup guidance.

Analysis prompt

Requirement evidence map

For each requirement, locate the vendor’s explicit response. Return: requirement ID; exact evidence; source section; stated limitation; missing information. Do not infer compliance. Mark any unsupported conclusion as “not established.”

Human review

Before using the output

Confirm every quotation against the source
Check tables, appendices, and exceptions
Remove AI-generated scoring suggestions
Route ambiguities back to evaluators

03 · Example output

What the workflow produces.

A concise working artifact—not an automated award recommendation.

Requirement	Evidence status	Reviewer action
SSO integration	Supported; implementation dependency noted	Validate dependency and timeline
Data residency	Partial response; region not specified	Submit clarification question
Implementation capacity	Claim provided; evidence absent	Request references and staffing plan

04 · Guardrails

Built for responsible use.

No final decisions

AI organizes evidence; accountable evaluators determine meaning, scores, and outcomes.

Source-linked claims

Every material observation must be traceable to an approved proposal source.

Approved tools only

Sensitive proposal content belongs only in systems authorized for that data.

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Illustrative concept content only. This playbook does not provide procurement, legal, security, or compliance advice and should be adapted to applicable policies and professional requirements.