What is scoring and weighting and how do I add this to my questionnaires?

What is scoring and weighting and how do I add this to my questionnaires?

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What is scoring and how can I add this to my questionnaires?

Solution

When you create a new event and add a questionnaire you can include scoring into the questionnaire. The scoring can be used on or combined with weighting. (See image 1 below)


Image 1: showing where to turn scoring on for a questionnaire.

Scoring allows you to give scores to specific answers within the questionnaire. The scores assigned to question responses can be any numeric value.

Weighting allows you to give weighting to specific answers or sections within the questionnaire. Weighting can be assigned at section level, question level or both section and question level (See image 2 below). 

If using weighting for questions the weighting element for each question within a section will need to add up to 100%. If using weighting for sections, the weighting element of all sections within the questionnaire will need to add up to 100%.

If using weighting for both section and per question the weighting for each question within a section will need to be 100% and the sections themselves will need to be 100%.

Image 2: showing where to select if weighting is required.

If an RFQ is being run alongside a questionnaire with scoring you can weigh the qualitive elements captured in a questionnaire against a priced element captured in an RFQ (See image 3 below). (Note – if you have multiple questionnaires you will need to select one questionnaire that you would like the weighting to be taken from).

When using weighting alongside an RFQ you have two options for converting the prices into a percentage score. 

1.      Percentage of leading bid – If this is selected the price score for the participant will be calculated simply as a percentage of the leading bid.

2.      Pro rata – If this is selected then the score for the participant will be pro-rata between the Qualification price and the leading bid. (Note – for this weighting mechanism you will have a qualification price for each lot). For example, if it is a reverse auction and the qualification price is £1000, and participants A has the leading bid of £500 and Participant B has a bid of £750, then Participant A score will be 100% and participant B score will be 50%. 

To chose how the score is calculated select the method you would like to use in the ‘How should price score be calculated?’ drop down.



Image 3: Shows weighting included with an example of 80% weighting given to price and 20% given to questionnaire weighting.


Once scoring has been set up in your even you will now need to add scores and weights to your questionnaire. Please see Knowledge Base article - Adding Scoring - Questionnaire page