This content applies solely to Government Source Selection, which must be purchased separately from the Appian base platform. |
The Government Source Selection Solution contains a wide range of features and provides a comprehensive view of the evaluation process to allow your contracting professionals and evaluation teams to manage source selection tasks and configure your organization's unique source selection process.
Note: Only business users with the appropriate group membership can access and modify certain solution settings. This ensures that only a select few have access to sensitive processes and information.
Area | Feature | Description | User/Group Access | GSS Version | Appian Platform* |
---|---|---|---|---|---|
Source Selection Site | Evaluation Summary Landing Page | A summary view of evaluations highlighting Evaluation Status, Progress by Factor, Progress by Phase, and Progress by Evaluators. | CO, CS, Evaluation Chair, Factor Chair, Evaluator | 1.0+ | 20.4+ |
Source Selection Site | Set up Evaluation Wizard | A guided process to set up the evaluation details, factors, vendors and teams. | CO, CS, Evaluation Chair | 1.0+ | 20.4+ |
Source Selection Site | Add Tasks | Ability to add ad hoc tasks needed during the evaluation. | CO, CS, Evaluation Chair | 1.0+ | 20.4+ |
Source Selection Site | Upload Documents | Ability to upload documents associated with the evaluation. | CO, CS, Evaluation Chair | 1.0+ | 20.4+ |
Source Selection Site | Submit Documents for Review | Ability to submit documents such as the consensus documents for review. | CO, CS, Evaluation Chair, Evaluator | 1.0+ | 20.4+ |
Source Selection Site | Create Documents from a Template | Ability to provide a template for users when a document needs to be created and associated with the evaluation. | CO, CS, Evaluation Chair, Evaluator | 1.0+ | 20.4+ |
Source Selection Site | Mark Evaluation Complete | Ability to mark an evaluation complete. | CO, CS, Evaluation Chair | 1.0+ | 20.4+ |
Source Selection Site | Mark Factor Complete | Ability to mark a factor complete. | CO, CS, Evaluation Chair, Factor Chair | 1.0+ | 20.4+ |
Source Selection Site | Evaluation Form | An auto-generated evaluation form created for assigned users when evaluation setup is complete and the evaluation is started. | Evaluator | 1.0+ | 20.4+ |
Source Selection Site | Add Vendor | Ability to add a vendor to the evaluation and to the vendor record. Vendor data will be retrieved from SAM.gov after the UEI or CAGE number are entered. | CO, CS | 1.0+ | 20.4+ |
Source Selection Site | Sync Vendor with SAM.gov | Ability to update the vendor data displayed on the vendor list with the most recent data in SAM.gov. | CO, CS | 1.0+ | 20.4+ |
Source Selection Site | Continue Set-up | Ability to continue or update the set-up steps as more evaluation information is collected. | CO, CS, Evaluation Chair | 1.0+ | 20.4+ |
Source Selection Site | Save Draft Evaluation Form | Ability to allow evaluators to save a draft of the evaluation form with their findings until they are ready to submit the form. | Evaluator | 1.0+ | 20.4+ |
Source Selection Site | Add Evaluation Approach | Ability to add an evaluation approach and tasks associated with that approach to the evaluation. | CO, CS, Evaluation Chair | 1.0+ | 20.4+ |
Source Selection Site | Create Consensus | Ability to view all evaluators' ratings and comments for a factor and vendor, then come to a consensus on the final rating . | Factor Chair, Factor Advisor | 1.2+ | 21.4+ |
Source Selection Site | Create New Consensus Version | Ability to restart the consensus process and create a new version of the consensus. | Factor Chair, Factor Advisor | 1.5+ | 23.2+ |
Source Selection Site | Update Evaluators | Ability to update evaluators while an evaluation is in progress. | CO, CS, Evaluation Chair | 1.4+ | 23.1+ |
Records | Evaluations | A defined evaluation record that stores evaluation details individually. | CO, CS, Evaluation Chair, Factor Chair, Evaluator | 1.0+ | 20.4+ |
Records | Vendors | A defined vendor record. | CO, CS, Evaluation Chair, Factor Chair, Evaluator | 1.0+ | 20.4+ |
Integrations | Microsoft 365 | Ability to open and edit evaluation documents in Microsoft Office 365. | CO, CS, Evaluation Chair, Factor Chair, Evaluator | 1.0+ | 20.4+ |
Integrations | SAM.gov | Ability to retrieve vendor data from SAM.gov. | CO, CS | 1.0+ | 20.4+ |
Source Selection Settings Site | Evaluation Phases | Ability to set up common phases of the evaluation that end-users should select from during evaluation setup. | Source Selection Settings Access Group, Admin | 1.0+ | 20.4+ |
Source Selection Settings Site | Tasks | Ability to add common tasks needed during evaluations for specific phases. | Source Selection Settings Access Group, Admin | 1.0+ | 20.4+ |
Source Selection Settings Site | Approach | Ability to configure phases and tasks needed for specific evaluation approaches that end-users can use to guide the process. | Source Selection Settings Access Group, Admin | 1.0+ | 20.4+ |
Source Selection Settings Site | Document Review | Ability to set up a document review tree for specific documents. The document tree that will auto-populate for users when selecting a document to submit for review. | Source Selection Settings Access Group, Admin | 1.0+ | 20.4+ |
*Denotes the supported Appian platform version for the corresponding solution feature.
GSS Features