Creating a Bid Evaluation
Creating a Bid Evaluation
Hover over the left blue navigation bar
Then select Opportunities
On the Opportunity index page Select 'Create Opportunities'
Enter the Opportunity Details
Managing a Bid Evaluation
Managing a Bid Evaluation
After creating the Opportunity you will then be redirected to the Bid No Bid page where you can go through the Bid Evaluation steps and review the Assessment Outcome.
Select the Blue Pen Icon to further edit Opportunity details
The Assessment Outcomes will Update as you go through the Bid Evaluation steps.
Bid Evaluation Steps
Bid Evaluation Steps
STEP 1 - Go / No Go
STEP 1 - Go / No Go
Select Yes/No on the toggle for each question.
Saving the Opportunity will update the Assessment outcome either Consult or Go.
If all decisions are Yes (Go) then you can continue the bid evaluation by moving to the next step.
If there is a single No (Consult) then you must consult internally and decide whether to continue the bid evaluation or instead No Bid.
Selecting No Go (No Bid) will stop the bid evaluation and no further changes can be made on the Opportunity.
STEP 2 - Analysis
STEP 2 - Analysis
Select the information for each field. Each field will assign a value (the circled numbers on the right of each question) the lower the value better.
At the end of the Analysis;
If the outcome is equal or below 14 then the winning strategy (step 4) will be optional.
If the outcome is above 14 then the winning strategy will be required.
STEP 3 - Difficulty Factor
STEP 3 - Difficulty Factor
Select the toggles to indicate the difficulty factor
The result of this step will not impact your ability to progress
STEP 4 - Winning Strategy
STEP 4 - Winning Strategy
If the winning strategy is optional after step 3 you will be sent to step 5. Select Step 4 on the progress bar at the top to enter a winning strategy.
Enter the information for each of the fields. It is recommended that a well informed user complete the winning strategy.
The last question will determine whether you have a winning strategy or not.
Whether you have a winning strategy or Not you will still be able to progress it is up to the user to decide whether to Go or No Go.
STEP 5 - Risk Analysis
STEP 5 - Risk Analysis
Tick the level of Risk for each question within the Risk Analysis
The result of this step will not impact your ability to progress
Bid Evaluation Decision
Bid Evaluation Decision
Review all decisions/fields made throughout the Bid evaluation
Select the filter toggle to highlight the negative points
Select Progress to Proposal-Oppor
Choose Bid or No-Bid
