EV Transaction Type

The Evaluation (EV) Transaction Type belongs to the Evaluation State. Transactions of the EV Transaction Type are used to evaluate vendor's responses to a Solicitation and create award transactions.

The Evaluation (EV) transaction can reference any of the Solicitation transactions in the Procurement Folder. The EV transaction can be created via the Transaction Catalog, New Transaction action for the Evaluation State on the Procurement Management page, or by using the Copy Forward button on Solicitations that have been submitted to Final. The Evaluator (EVT) transaction is created from within the EV transaction.

Once the EV transaction has been created, the Load Responses action on the Header is used to import the associated responses to begin the evaluation process.

Master Agreements (MA), Purchase Orders (PO) and Receivables (RES) can be created from an Evaluation transaction by choosing to award by total, group, or line and then indicating the award transaction information in the Transaction Creation section on the Header of the EV and clicking the Create Transaction action. The transactions are created in Draft phase and can be linked to from the Awarded Items tab of the EV. Only active lines are inferred onto the created award transaction (that is, the Inactive Line flag is not selected for the referenced Solicitation’s Commodity, Terms and Conditions, Commodity Terms & Conditions and Supporting Transactions components).

Unlike other transactions in the CGI Advantage Financial system, the EV does not have to be validated/submitted until the evaluation process has completed and the lines have been awarded. The following provides the basic steps needed to complete the evaluation process:

Load the Responses
Determine if others need to evaluate the transaction and create the necessary EVT transactions
Review evaluators’ comments and vendors’ responses
Award by Line, Group, or All
Create Award transaction(s) from the Header
Process the created Award transactions
Validate and Submit the EV.

EV Delivered Transaction Codes

This Transaction Type contains the following delivered Transaction Codes. Each Transaction Code varies based on the functionality that is associated with it.

Transaction Name	Transaction Code	Intended Use
Grant Application Evaluation	GEV	The Grant Application Evaluation (GEV) transaction allows you to view applications from grantees for a specific grant opportunity and issue awards. Much of the information on the Grant Application Evaluation transaction defaults from the Grant Funding Opportunity (GFO) transaction. The remaining information comes from the grant applications and from Evaluator transactions. Refer to the CGI Advantage Financial Grantor User Guide for more information.
Evaluation	EV	Created by the buyer. It is used to compile all vendor responses, Evaluator scores, Evaluator comments, and award contracts. The EV can also be used to evaluate vendor’s responses, instead of or in addition to the EVT transaction.
Evaluator	EVT	Created from the EV transaction. Evaluators are able to view and compare all of the vendor responses, provide overall comments and score evaluation criteria responses. Once the EVT is submitted, these comments will be available on the associated EV transaction so all Evaluators’ comments can be reviewed and considered while awarding the Solicitation.