Setting Up Cost Evaluation Settings
To set up Cost Evaluation Settings, navigate to the Cost Evaulation stage under Project Stages on the left side of your screen, and click the down arrow.
Next, you will see two options, Assign Evaluations and Evaluation Settings, please click Evaluation Settings:
From there the Edit Stage Details screen will be available, and you will need to at least need to name the Cost Evaluation as that is a mandatory field. Other fields and settings on that screen are a check box for Sealing Submissions for this stage; what worksheets to include; Summary Strategy - that is, which format you would like to see your information summarized in whether it be Group Average or Lead Score; whether or not to send a Vendor Acceptance email once the bid is awarded; and, under the Collaboration heading, where to assign Admin Contributors and View Only Contributors. Once that is all set, click Update Stage to save your settings.
If you have any questions please don't hesitate to reach out to support@cityinnovate.com !
On the Edit Stage Details screen you will see where you're able to configure the details for the Cost Evaluation Stage.
Related Articles
Setting Up Evaluation Settings
Before evaluators may assess responses from vendors to their project, Administrators must first determine what their evaluation settings will be configured to. Access your project, go to the Evaluation Stage and click Evaluation Settings on the left; ...Viewing and Managing Form Fields & Evaluation Criteria in Document View
The Evaluation phase in the Procurement process is the point at which vendor submissions for bids are reviewed for quality and accuracy, and are invaluable in assisting the Procurement departments issuing the bids with determining the vendor who is ...Introduction to Evaluation Builder
What is Evaluation? Evaluations are a rigorous stage in Procurement in which vendor submissions are reviewed in detail and assessed for quality. Every question/criteria is manually noted for reference for bidder and evaluators. What Challenges are ...Accessing Evaluation Workbook(s)
For Evaluation Builder users, within the Solicitation Builder stage, there will now be a new substage Evaluation Workbook. which is summary of all evaluation criteria, in a workbook-style format This stage allows you to see a summary of all the ...Managing Pass/Fail Evaluation Critera
One of the fields that may be created for an Evaluation is the Pass/Fail Field or Standard P/F field. This field allows the evaluator to assign a Pass or Fail rank for an answer to a question from the prospective vendor in an evaluation. To create a ...