Evaluation Builder
User Guide: Guest Evaluators
User Guide for Guest Evaluators This article is a guide for users who are invited to an Evaluation Project to conduct evaluations. This User guide is intended to help Guest Evaluators get up to speed on the key workflows of the Evaluation Builder ...
Webinar: Evaluation Builder, Procurement Staff, Administrators
Evaluation Builder Foundational Webinar This 30-minute webinar provides a high-level walkthrough of the Evaluation Builder platform. The webinar focuses on foundational workflows such as: Navigating the Evaluation Stage Assigning Evaluation Form ...
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 ...
Evaluating Responses
You can evaluate responses to your project online in one place, allowing you to award a contract to the most appropriate bidder based on their response score. Evaluation scores are informed by the Evaluation Criteria and the Evaluation Workbook that ...
Managing Evaluator Individual Assignments
Navigate to the Assign Evaluation substage under the respective Evaluation Stage of any project. On the Applications to Evaluate screen, click the Assign Evaluations for Selected button. On the Assign Evaluations substage, select 1 submission to 1 ...
Navigating the Evaluation Summary Substage
The Evaluation Summary Substage is where completed evaluations and their scores are able to be noted and managed. Any aggregate data or material created will be seen as well as individual criteria and tags created specifically for your project. The ...
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; ...
Vendor Submission Activities: Registration, Response, Q&A
There are two steps integral to the process when a Vendor applies to bid on your project. They are Registration and Response. If the Publisher has enabled the Q&A feature, Vendors may also submit questions to the Publisher about the project. Before ...
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 ...
Managing Points Based Evaluation Criteria
Two of the fields that may be created for an Evaluation are a Numeric field and a Percentage field. A numeric field sets a maximum point value and provides evaluators guidance for the limits with which they qualify point values for responses to be ...
Managing the Q&A Process
Answering Vendor Questions After setting up and initiating the Registration and Response submission process, once of the key functions you'll be performing will be managing the Q&A process which primarily involves answering vendor questions during ...
Publishing a Project
Publishing a Project You can publish your project online and collect responses in one organized place. Follow the five steps below to publish your project and begin collecting responses from eligible respondents. Step 1. Under Project Stages, click ...
Viewing and Managing Evaluation Criteria
Viewing Evaluation Criteria Evaluation Criteria can be viewed and managed in an easy-to-navigate summary style format via the Evaluation Workbook, a substage under the Solicitation stage of a project. This substage allows users to see Evaluation ...
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 ...
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 ...
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 ...
Popular Articles
Welcome to the platform
Throughout this resource, we will refer to Document Builder as "The platform" for a more accurate description. Within the platform, you will have the option of building a range of solicitations and projects based on your department's specific needs. ...
Export to Word (.DOCX)
Documents developed in Document Builder can be exported to Microsoft Word files (.DOCX) by Administrators, Project Owners, and Project Editors. From within a Project, users can export 1 document or all documents to DOCX. See instructions and videos ...
How to publish projects
When you are ready to publish, navigate to the Publication stage of your project and select the Publish substage. Enter dates for submissions to start and end as well as a time zone for submissions. Remember these dates should align with your ...
Webinar: Document Builder, Procurement Staff & Administrators
Document Builder Foundational Webinar This 45-minute webinar provides a high-level walkthrough of the Document Builder platform. The webinar focuses on foundational workflows such as: Navigating the platform Creating a new Document Builder project ...
Working with Sections
Below we will walk you through how to configure your documents/sections to ensure you have the skills needed to release your projects. Let's get started! Please note that edits made to a document within a specific solicitation will not affect the ...