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.
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.
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.
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.
Evaluations for other form types added to the Bid submission process currently supports comparing between a single user field.
Comparison of fields in a List is not supported.