Manage Evaluations

After creating a new evaluation, Government Source Selection (GSS) makes it easy to view and manage evaluations on the EVALUATIONS page. You can view all existing evaluations or use search and filter options to find specific ones. Drill down into a single evaluation to see more details or take action.

This page provides a brief overview of how to manage your existing evaluations.

View evaluations

To view your organization's complete list of evaluations in Government Source Selection (GSS):

1. Click Evaluations on the side navigation bar to navigate to the Evaluations page. The evaluations list displays all existing evaluations and key details about each, including the selected evaluation method, the evaluation's start date, and the due date.
2. Enter evaluation keywords in the search bar and click SEARCH to filter the evaluation list.
3. Select the evaluation STATUS (Set up, In Progress, Awardees Selected, or Complete) using the dropdown.
   • Set up: The evaluation has not started. You can update details such as duration, evaluation method, and vendors.
   • In Progress: The evaluation has started. Only limited details such as evaluators, tasks, and documents can be updated.
   • Awardees Selected: Winning vendors are selected, and the evaluation awaits administrative actions and closure.
   • Complete: The evaluation is complete. Only limited details such as tasks and documents can be updated.
4. Select the evaluation DUE DATE using the date picker.

To view evaluation details, click an evaluation in the evaluations list. This displays specific information related to the evaluation:

Each evaluation record is organized into the following tabs:

Tab	Description
Summary	Provides detailed information about the evaluation, including the status, important dates, factors, approach, contracting team members, and more. The default tab when you open an evaluation record.
Vendor Analysis	Displays AI-generated analysis of vendor proposal documents organized by vendor and factor. Available to Contracting Officers after the AI analysis is complete.
Factors	Provides information about all factors assigned to the evaluation. Expand each factor to see detailed information about any subfactors that have been set up. For best value evaluations, the Rounds column shows the rounds each factor applies to.
Vendors	Provides a list of vendors assigned to the evaluation and information about each. Easily search or filter the list to display the vendors you want to see. For best value evaluations, the Last participated round and Decision columns show each vendor's most recent round and its outcome.
Ratings	Provides the rating results for each vendor assigned to the evaluation, including the rating method, legend, and any related documents. Use the panel on the left to select the factor and subfactor and to view the rating method explanation and legend. You can also view the per-evaluator discrepancy flags and AI-suggested rating. For best value evaluations with multiple rounds, round sub-tabs show the ratings for each round.
Consensus Reports	Lists all vendor consensus for the evaluation, including the status of each. Clicking the vendor link opens the consensus report, which enables you to start the consensus or view the final report of a completed vendor consensus. For best value evaluations with multiple rounds, round sub-tabs show the consensus reports for each round.
Documents	Provides a list of all documents associated with an evaluation record. The Drafts sub-tab displays in-progress Source Selection Decision Document (SSDD) documents. The Documents sub-tab displays finalized documents.
Teams	Enables you to view each team assigned to an evaluation and the member names and contact information.
Tasks	Provides a list of all tasks associated with the evaluation and sorts them by Outstanding, Completed, Not Needed, and Canceled.
Task History	Provides a log of all completed tasks for the evaluation.
Evaluation History	Provides a log of all edits, updates, and deletions for the evaluation.

On the Summary tab, you can add tasks, upload documents or create a new document from a template, and continue the evaluation setup if necessary.

For best value evaluations, the Summary tab includes a Rounds section that tracks each round of the evaluation. Each round appears as a card that shows its status (Set up, In Progress, or Complete), its dates, and the number of vendors advanced. The Summary tab shows the vendors, factors, and factor tasks for the latest round, while the evaluation details, settings, solicitation, opportunity, and personnel apply across the whole evaluation. See Set up and start a new round and Establish a competitive range for more information.

Need to create a new evaluation? Click Plus iconCREATE NEW EVALUATION to open the guided experience that walks you through each step of the setup process. See create a new evaluation for more information.

Update evaluations

To update an evaluation in Government Source Selection (GSS), navigate to its summary and:

• Click Blue Edit icon corresponding to a card to edit evaluation details, description, and personnel.
• Click Continue Setup in the Factors card to edit evaluation factors.
• Click Add in the Vendors card to add additional vendors to an evaluation.

• To update an existing vendor:

  1. Click Vertical Ellipsis icon on a vendor card and select Update to open the Update Vendor dialog.

     

  2. Update the vendor details and click UPDATE to save changes.

     

• To delete an existing vendor:
  1. Click Vertical Ellipsis icon on a vendor card and select Delete to open the Delete Vendor dialog.

  2. Click DELETE to delete the vendor.

     

Reconcile extracted pricing

When contracting personnel select a vendor document for AI price extraction during the Add Vendors workflow, Government Source Selection (GSS) automatically initiates the extraction process after the vendors are added. The extraction status is visible on the vendor cards in the evaluation's Vendors section.

View extraction status

Each vendor card displays a status tag indicating the current state of the AI price extraction. The status tags and reconciliation requirements depend on your environment reconciliation configuration.

When reconciliation is mandatory (AS_GSS_TOGGLE_EXTRACTED_PRICE_RECONCILIATION_MANDATORY is True):

• Extracting Pricing: The AI is processing the selected vendor document. No action is required.
• Review Extraction: The extraction completed without errors. You must review and confirm the extracted pricing on the evaluation Summary tab before starting the evaluation.
• Reconciliation Required: The extraction completed with errors. You must reconcile the pricing on the evaluation Summary tab before starting the evaluation.

When reconciliation is mandatory, you must reconcile all vendors before starting the evaluation, regardless of extraction outcome.

When reconciliation is optional (AS_GSS_TOGGLE_EXTRACTED_PRICE_RECONCILIATION_MANDATORY is False):

• Extracting Pricing: The AI is processing the selected vendor document. No action required.
• Pricing Extracted: The extraction completed without errors. The system applies pricing automatically. No reconciliation action is available on the Summary page.
• Reconciliation Required: The extraction completed with errors. You must reconcile the pricing on the evaluation Vendors tab before starting the evaluation.

Review and confirm extracted pricing

After the extraction is complete, you can review and edit the extracted pricing data before the system applies it to the vendor's evaluation record. The location of the reconciliation page depends on your environment's pricing reconciliation configuration.

To reconcile extracted pricing of a vendor:

1. Navigate to the pricing reconciliation page:
   • Mandatory reconciliation (AS_GSS_TOGGLE_EXTRACTED_PRICE_RECONCILIATION_MANDATORY is True): On the evaluation Summary tab, click Vertical Ellipsis icon on a vendor card and select Reconcile Fields to open the Reconcile Fields dialog.
   • Optional reconciliation (AS_GSS_TOGGLE_EXTRACTED_PRICE_RECONCILIATION_MANDATORY is False): On the evaluation Vendors tab, click Vertical Ellipsis icon on a vendor in the grid and select Reconcile Fields to open the Reconcile Fields dialog.

   The reconciliation page displays the AI-extracted pricing data:

   Field	Description
   Total Price	The overall price extracted from the vendor document.
   Price Breakup	Individual line items with item description, quantity, unit price, and total amount.
   Pricing Notes	An AI-generated overview of the pricing terms and conditions from the vendor document.

   

2. Review the extracted data and make corrections if needed:
   • Edit the Total Price field directly.
   • Edit individual line item fields (Item Description, Quantity, Unit Price) as needed.
   • Edit the Pricing Notes field to correct or supplement the AI-generated content.
3. Click SUBMIT to save the pricing data to the vendor's evaluation record.

Update evaluators

If your teams are impacted by personnel or staffing changes, Government Source Selection (GSS) makes it easy for you to reflect those changes by enabling you to update your evaluation teams. Contracting personnel and evaluation chairs can add or delete team members from an evaluation team for any existing evaluations that are still in progress.

To update evaluators for an in-progress evaluation:

1. Navigate to the evaluation's Summary tab.

2. Click Blue Horizontal Ellipsis icon and select Update Evaluators to open the Update Evaluators guided experience.

   

   Alternatively, go to the Teams tab and click UPDATE EVALUATORS to open the Update Evaluators guided experience.

   

3. Select the evaluator team to update from the list on the Teams panel.

   

   To add evaluators:

   1. Click ADD EVALUATORS.
   2. Select evaluators using the Search for Evaluators multi-select auto-suggest dropdown.

   3. Click ADD to add the evaluators.

      

   To remove evaluators:

   1. Select the evaluator checkboxes.

   2. Click REMOVE EVALUATORS to remove the selected evaluators.

      

4. Click NEXT.
5. Verify that the correct evaluators are assigned to each factor and subfactor.
   1. Select Evaluation Team using the dropdown.
   2. Select Evaluators using the multi-select dropdown.

   3. Select the Due date using the date picker.

      Note:  If the due date assigned to each factor or subfactor occurs in the past, you must use the date picker to change it to a future date before proceeding. The future due date you assign must occur before the evaluation due date.

6. Click UPDATE to update the evaluators.

   

7. Click CLOSE to close the Update Evaluators guided experience.

   

Review evaluator ratings

Government Source Selection (GSS) flags any discrepancies in the evaluator ratings, so that you can prioritize your review and address inconsistencies before consensus. You can see the AI-generated rating alongside evaluator-provided ratings, thereby comparing all ratings to get an overall idea of the rating for the vendor-factor.

To review evaluator ratings:

1. Navigate to the evaluation Summary tab.

2. Click Ratings.

   The Ratings tab displays the rating results for the evaluation. Use the panel on the left to set how the results display.

   

3. In the panel on the left, set how the results display:
   1. Select a Factor and, if needed, a Subfactor using the dropdowns.
   2. Expand Method Explanation to view how the selected rating method works.
   3. Expand Legend to view the rating method's values.
4. In the Vendor Ratings section, enter a vendor name in the Search Vendors field and select a Compliance value using the dropdown to filter the results.
5. Click Review on an evaluator rating with discrepancies.
   1. View the discrepancies flagged by AI.
   2. View the Rating section for the AI rating and justification.
   3. View the Evaluator Responses for the rating provided by the evaluator.

   4. Close the popup window.

      

6. Click Review on Analytical Evaluator to review the vendor analysis from AI.

Generate SSDD

Once all evaluation factors are marked as complete in Government Source Selection (GSS), contracting personnel can generate a Source Selection Decision Document (SSDD) using the AI Document Builder. The AI Document Builder compiles vendor consensus data into a structured draft that you can review, edit, and finalize.

To generate an SSDD:

1. Navigate to the evaluation Summary tab.

2. Click Blue Horizontal Ellipsis icon and select Generate SSDD.

   

   The Create Source Selection Document screen displays with options to add relevant documents and supporting notes along with the vendors that will be included in the SSDD.

   

3. Review the listed vendors.

   • You can select the vendors using the checkbox adjacent to each vendor when there are more than 10 vendors for the evaluation.
4. (Optional) If you need to add supporting documents, click Select to select those documents or click Upload to add any new documents. For example, you can add the source selection plans.
5. (Optional) Enter a Note in the Add supporting notes section. To add another note, click Add new note and enter the notes. For example, you can add the meeting or discussion notes.
6. Review the Template Preview.

7. Click GENERATE DRAFT.

   The SSDD draft generation confirmation screen displays.

   

   The AI Document Builder processes the document. Once generation is complete, the draft appears in the Drafts sub-tab on the Documents tab in the evaluation summary.

8. Click DONE.

Review and finalize SSDD drafts

After the AI Document Builder generates the SSDD draft, you can review and edit it before finalizing.

To review and finalize an SSDD draft:

1. Navigate to the evaluation Summary tab.
2. Click the Documents tab.
3. Click the Drafts sub-tab.
4. Click a draft document to open and review its contents in preview mode.

5. Click Vertical Ellipsis icon and select Edit Document.

   

   The edit mode screen displays the document details and a banner message about the time taken and number of questions answered by AI in the AI Headstart section. The screen also displays the number of sections pending review, drafted, and number of questions in the template that were answered.

   

6. Click a section to view its details.

   

   1. Expand an unanswered question and enter the Response.

      

      • Alternatively, you can use the Editing Assistant AI to answer the question.

        

   2. Perform step 6a to answer all the unanswered questions in the section.
   3. Click GENERATE PREVIEW to view the updated document.
7. Perform step 6 to complete other incomplete sections of the document.

8. To insert a new section in the document, click + Insert Section at the required position.

   

   1. Describe how you want to change or generate text for the new section in the Editing Assistant.

   2. Click GENERATE PREVIEW to view the updated document.

      

9. Click SAVE to save your changes.

   • Note: To edit the document again, you need to navigate to edit mode screen from the Drafts sub-tab.
10. Click FINALIZE AND EXPORT to finalize the document.

The document moves from the Drafts sub-tab to the Documents sub-tab.

Set up and start a new round

For best value evaluations, after all factors in the current round are marked complete, contracting officers can start a new round instead of selecting awardees. Each new round carries the evaluation forward with the vendors and factors you choose, so you can narrow the field in structured steps while keeping a single, connected evaluation record. You add rounds as the evaluation progresses — there is no need to declare them up front.

To set up and start a new round:

1. Navigate to the evaluation Summary tab.
2. In the Rounds section, click Plus icon in circleSetup new round.
3. Enter the Evaluation Round name.
4. Select the Start Date, Duration (days), and Due Date for the round.
5. Select Yes or No for On the Spot Consensus to set whether this round skips individual evaluator tasks and goes directly to consensus.
6. In the Select Vendors for New Round section, select the vendors to include in the round. Each vendor row shows the vendor's UEI and CAGE, a Consensus Ratings View link, and the Total Price. Use the Search Vendors field to find a specific vendor.
   • If you established a competitive range for the previous round, the vendor list is prepopulated from that determination.
   • To bring back a vendor excluded in a previous round, select it from the list.

7. In the Factors section, select the factors and subfactors that apply to the round.

   Note:  Selecting a subfactor also selects its parent factor. The SETUP ROUND button stays disabled until you select at least one vendor and one factor.

8. (Optional) If you need to adjust the round before starting it, update the factor due dates and the team assignments during setup. Teams and evaluators carry forward from the previous round, so you only adjust what changes.

   Note:  You can set up a new round only after the current round is complete. Completing a round is an explicit action — see the "To complete the round" steps below.

9. Click SETUP ROUND to save the round in Set up status.

   

A round moves through three statuses: Set up when you save it, In Progress after you start it, and Complete after you complete it.

To start the round:

1. In the Rounds section, click Vertical Ellipsis icon on the round card and select Start Round.
2. In the Start [Round Name] Round dialog, click START ROUND to start the round and trigger tasks for the selected factors. The round moves to In Progress.

To complete the round:

1. In the Rounds section, click Vertical Ellipsis icon on the in-progress round card and select Complete Round. The round moves to Complete.

After a round is complete, you can establish a competitive range for it or set up the next round.

Establish a competitive range

For best value evaluations, after a round is marked complete, contracting officers can record which vendors fall within the competitive range for negotiations. Establishing a competitive range captures this determination as a definitive decision point in Government Source Selection (GSS), rather than tracking it in offline documents. The action is optional and does not have to be completed before starting a new round.

To establish a competitive range:

1. Navigate to the evaluation Summary tab.
2. In the Rounds section, click Vertical Ellipsis icon on a completed round card and select Establish Competitive Range.
3. In the Vendors Evaluated section, review the vendors. Each vendor row shows the vendor's UEI and CAGE, a Consensus Ratings View link, and the Total Price for the round.

4. Select the checkbox for each vendor that falls within the competitive range. The N of N in range counter updates as you select vendors.

   Note:  At least one vendor must be within the competitive range. A range of one vendor is permitted.

5. (Optional) Click UPLOAD to attach the approved competitive range determination document. You can attach one document. Supported formats: PDF, DOC, DOCX, XLS, XLSX, PPT, and PPTX.

6. Click ESTABLISH COMPETITIVE RANGE.

   

7. Click SETUP NEW ROUND to start the next round with the in-range vendors.

You can establish a competitive range once per round. When you set up the next round, its vendor list is prepopulated from the determination. Notifying vendors inside or outside the competitive range is handled in Vendor Management (VM).

Select awardees

In Government Source Selection (GSS), for best value evaluations, after all factors are marked as complete, contracting officers and evaluation chiefs can select the winning vendors through the Select Awardees action. For a multi-round evaluation, select awardees when you reach the final round instead of starting a new round.

To select winning vendors:

1. Navigate to the evaluation Summary tab.

2. Click Select Awardees.

   

3. Select one or more vendors based on the evaluation's award type:
   • Single Award: Select one winning vendor.
   • Multiple Award: Select multiple winning vendors.

4. Click SUBMIT.

   

After you select vendors, the evaluation status changes to Awardees Selected. When the evaluation is created from a solicitation in Government Contract Writing (GCW), all the vendor-submitted documents, for both awardees and unsuccessful vendors, are automatically attached to the related solicitation record for a complete audit trail and future reference.

View vendor analysis

After an evaluation is started in Government Source Selection (GSS), the requirements extraction begins where AI extracts the solicitation requirements from the evaluation title, evaluation description, factor description, instructions, and the solicitation text from Government Contract Writing (GCW). After the requirements extraction is complete, the vendor response analysis can be initiated by the Contracting Officer for a maximum of 10 vendors at a time. Contracting Officers can view the results in the Vendor Analysis tab on the evaluation summary.

To view the vendor analysis:

1. Navigate to an evaluation summary.

2. Click the Vendor Analysis tab.

   

   The tab displays all vendors you selected for the evaluation.

3. Click a vendor to view the detailed analysis.

   The vendor analysis view displays:

   • Overall Summary: A high-level summary of the vendor's response across all factors.

   • Factor Analysis: A list of findings organized by factor. Each finding includes:

     Field	Description
     Summary	A detailed summary of the factor-wise findings.
     What	A brief label identifying the high-level category of the finding.
     Text	What the vendor stated or demonstrated in their response.
     Source	The document name, section, and page where the finding was identified.

   

4. Click a Source link to open the referenced document at the specific section and page in a popup.

   

Create awards

When you have the Government Contract Writing (GCW) solution in your environment and an evaluation is created from a solicitation in GCW, you can create awards in Government Source Selection (GSS) after the awardees are selected. You can create an award for an awardee or create multiple awards for multiple awardees simultaneously.

Create single award

To create an award for an awardee in an evaluation:

1. Navigate to an evaluation summary.

2. In the Awardees section, click Create Award for the awardee for whom you want to create the award.

   

   The solicitation details automatically populate in the corresponding award fields. You can update the details as necessary, except Instrument Type and Multiple or Single Award IDV fields.

   

3. Update the award details as necessary.

4. Click CREATE.

   

   Clicking the award link displays the award summary in GCW.

5. Click CLOSE to return to the evaluation summary.

   The status of the award changes to Created in the evaluation summary. You can click View Award to view the award details in GCW.

   

Create multiple awards

To create multiple awards for awardees in an evaluation:

1. Navigate to an evaluation summary.
2. In the Awardees section, select the awardee checkboxes.

3. Click CREATE AWARDS.

   

   The solicitation details are automatically populated in the corresponding award fields. You can update the details as necessary, except the Instrument Type field.

   

4. Update the award details as necessary.

5. Click CREATE AWARD(S).

   Multiple awards creation takes a few minutes to complete.

   

6. Click CLOSE to return to evaluation summary.

   The status of the selected awards changes to Created in the evaluation summary.

Complete evaluations

After winning vendors have been selected, contracting officers can complete the evaluation in Government Source Selection (GSS).

To mark an evaluation complete after all factors are complete and the evaluation status is Awardees Selected:

1. Navigate to an evaluation summary.

2. Click Blue Horizontal Ellipsis icon and select Complete Evaluation to open the Mark Evaluation Complete dialog.

   

3. Select the Completion Date using the date picker.

4. Click COMPLETE EVALUATION to complete the evaluation.

   

Delete evaluations

To delete an evaluation in Government Source Selection (GSS):

1. Click Evaluations on the side navigation bar to navigate to the Evaluations page.
2. Click an evaluation record to navigate to its Summary page.
3. Click the … more options dropdown.
4. Select Delete to open the Delete Evaluation dialog.
5. Enter the Reason for deletion.
6. Click DELETE.

View related solicitation

To view an evaluation's related solicitation in Government Source Selection (GSS):

1. Click Evaluations on the side navigation bar to navigate to the Evaluations page.
2. Select an evaluation to navigate to its Summary tab.
3. In the Solicitation card, click the solicitation to navigate to its summary.

View related opportunity

To view an evaluation's related opportunity in Government Source Selection (GSS):

1. Click Evaluations on the side navigation bar to navigate to the Evaluations page.
2. Select an evaluation to navigate to its Summary tab.
3. In the Opportunity card, click the opportunity to navigate to its summary.

Feedback