Bid Evaluation Report

Where to Find the Bid Evaluation Report 

The evaluation report is on the Progress tab of a Package. To view the report, click on the Bid Evaluation Report button.

Below is an example of a Bid Evaluation Report.  

Bid Evaluation Report

• The Price Submissions row will be displayed at the bottom

• The bidder column will show the price submission total the bidder has submit

• The Score out of 10 will be automatically calculated as follows ((Lowest price submission total/ Bidders price submission total) x 10 )

• The Weighted Score will be automatically calculated as follows (Lowest price submission total/ Bidders price submission total) x 10 x Weight assigned in config)

Auditability Records for Viewing the Bid Evaluation Report

Viewing the Bid Evaluation Report will now be logged in the package history.
The history will record a view log one per package version i.e. Addenda.

The following actions will be logged

• Viewing the Bid Evaluation Report (Each tab that is viewed will have a separate entry per package version)
• Adding comments in any of the tabs within the Bid Evaluation Report

Price Submissions Comparison

The first screen on the Bid Evaluation Report is the Price Submissions Comparison showing where each Bidder is above or below the anticipated budget pricing.

Comments can be recorded by Estimators. These will be visible to others who can access the report.

Include the Difference from the Budget in Bid Evaluation Report

When a package is created and is not linked to a Package Procurement Form (PPF) with a budget link the following changes have been implemented.

• On bid evaluation - Price Submissions tab - Shows the Variance to estimate row at the bottom (Note: currently this row only shows if the package was created with a PPF form with Budget link)

• The variance amount will be calculated as follows

  • Total of price submissions tab when issuing the package - bidders submission amount

• Changed the words Variance to Estimate to show the package issuing company name

Price Submissions Adjustments (Post Contract Changes)

Adjustments sections must be configured before having access to them. Go here to learn about how to configure this section.

When completing an evaluation in the Price Submission page the following items can be added into the Tender Assessment:

Above Tender Adjustments

• Scope.

Below Tender Adjustments

• Trade Reserve.
• Forecast.
• Trade Contingencies.

To add an Adjustment item click on the Add Row button and fill in the necessary details for one or more bidders.

Schedule of Rates Comparison

On the Schedule of Rates Comparison you can see the bids that have been sent in including any additional items.

Scope of Works Comparison

On the Scope of Works comparison you can view which items the Bidders agreed or disagreed to including the Proposed Changes that have been submitted.

Weighted Assessment

The weighted assessment tab shows the responses given by the bidder (tenderer) and you can score their assessments.

Estimators can review the bids and score the responses out of 10.

The scores will be used along with the weights provided to calculate a total and a percentage for each bidder.

Note: below is what the bidder sees.  

Weighted Assessment - Current Price vs Lowest Price

Added a new option to the Weighted Assessment functionality to compare bidders' Price Submission values.

• It will be automatically set to type Weighted - this cannot be changed

• You can assign a weight against this row

• Added a toggle to show or hide weights from bidders

  • When turned off all section weights price submission weight will be hidden from bidders during bid submission

  • When turned on section weights price submission weight will be hidden from bidders during bid submissions

Bid Submissions

• Bidders will not be able to see this row when submitting bids in the Weighted Assessment tab

• Based on the weight display toggle they will either see or not see the weights for each section

Adding Comments 

You can also add a comment per section for each bidders response as you continue your scoring.

You can toggle the comments section by clicking on the Show Comments switch.

Export to Excel

You can export the report to Excel by clicking on the Excel Report button.

When the Bid Evaluation report is exported it includes all the tabs of the Evaluation. The Excel version Bid Evaluation Report cannot be re-imported at this time.