To understand the Evaluation Panel module, you must first understand Event Collaboration.
This article provides an overview of event collaboration and discusses how to:
- Collaborate on event creation
- Collaborate on event analysis
- Set up and perform split analysis collaboration
Event Collaboration can take place at multiple levels in the event sourcing process. Levels include the following: Event Creation, Event Analysis, and Split Analysis Collaboration. Often during a sourcing event, there are multiple stakeholders involved in the event. While the event creator is usually the buyer responsible for the event, the buyer may not have all of the information that is critical to the event. Therefore, it is important for the event creator to distribute the event to the stakeholders for input prior to posting the event. This also enables the event creator to get everyone's input into the event and ensure that everyone agrees on procurement objectives.
You can invite any users with a role of Event Collaborator to contribute to event creation or analysis. During event creation, collaborators access the Event Summary page (select Sourcing, then select Create Events, then select Event Collaboration) then check out the event and enter their input as to bid factor weighting. Once collaboration is complete, the event creator can review the input and decide which changes to accept. The system then updates the event based on the accepted changes.
Understanding Split Analysis Collaboration (Evaluation Panel)
Collaboration also might be useful during the bid analysis of events. One stakeholder may feel that price is more important than warranty, while another stakeholder responsible for the cost of replacing parts that are not under warranty may feel warranty is more important than price. By allowing the stakeholders to review the bids and provide input on bid factor weightings, hidden bid factors, and text based scoring, the buyer can be certain that the interests of all the collaborators are factored in on the award decision. The system calculates an average score based on the input of all the collaborators.
During bid analysis, collaborators can manually score text-based bid factors, enter responses to hidden bid factors, and change bid factor weightings. The system calculates an average score across all collaborators.
(Note: Collaborators will serve or replace the review panel process and the P-590 process will start at the initiation.)
After you have received bids in response to sourcing events, you can begin the bid analysis process. This process may include the following
- Award splitting
- Multiversion and multiround events
- Analysis collaboration
PeopleSoft Strategic Sourcing enables you to analyze responses from bidders.
Using Split Analysis Collaboration During Bid Analysis
As with event collaboration, an assigned collaborator must check out the event from the Event Workbench page before they can make and submit updates on event and line bid factors. Only bid factors associated with the assigned Review Type are visible to a collaborator.