Advanced Evaluations
Detailed and easy-to-use solution for evaluating and comparing responses to procurement
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Unlocking Individual Scoring
Advanced Evaluations allow the individual scoring step to be reopened in the event it was closed early, or changes are required after this process is complete. For example,...
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Overview of Advanced Evaluations
Advanced Evaluations is a highly flexible tool used to conduct Multi-Party Evaluations. Key features: Comprehensive and flexible definitions for evaluation criteria and m...
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Allocating Teams to an Evaluation Panel
When setting up the evaluation panel you can choose to make use of evaluation teams or simply add panel members individually without teams. Ultimately criteria and evaluat...
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Setting Criteria for your Evaluation
Evaluation criteria have been made to support flexible scoring requirements that can be managed at a granular level. Each criteria supports the following: Criteria name ...
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Price Scoring
Pricing is always added as a standard criteria to all evaluations, however, there are many options in how the price criterion is dealt with. The simplest option is that th...
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Reviewing the Responses
After mandatory requirements and criteria have been defined the responses can then be accessed. All responses will be displayed in a list, and selecting any of those respo...
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Inviting Evaluators and Scoring Responses
Individual scoring has a 'hub-like' interface for managing individuals' access to scoring while also having access to enough information to track how the individuals are p...
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Conflict of Interest Declarations
When individual scoring kicks off by default, all evaluators are required to complete a conflict of interest declaration before they can access the details of the response...
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Consensus Scoring
When all individual scoring is completed the process kicks off into consensus scoring. Once consensus scoring is accessed the individual scoring is locked off and can no l...
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Making your Selections
After scoring is complete, intended decisions can be made against each respondent. The options for decision are: Shortlisted Preferred Rejected Runner-up 'Rejected' is ...
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Exporting a Report of the Evaluation Process
In the final decision, there is a function to generate a PDF report of the evaluation process. This report is in PDF format and includes the following details: List of re...
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Viewing Activity in the Evaluation Dashboard
An evaluation dashboard is available so that all processes can be searched by multiple data points including status, title, budget, and procurement officer. The view also ...
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Advanced Evaluations Integration
If a user has access to Procurement Planning and Advanced Evaluations, their evaluation teams, and mandatory and weighted criteria can be defined prior to going to market....