Level 3 builds on the knowledge and experience you have gained by attaining Level 1 and Level 2 certification.

At the end of the course you will be trained in the following areas:

MODULE 1:
PROJECT PLANNING ON TESS

Basic Planning Considerations
Project Cloning
Project Phases
User Roles and Tasks
Bidder Communication
Lot Types

MODULE 2:
ADVANCED BIDDING FIELD SET-UPS

Bid Types: Use Cases
How to setup Bid Types
Bid Type Settings
Demo: Bid Types
Lot Bundling
Package Bidding
Discount Fields
Bid Input / Output settings
Bidding Rules

MODULE 3:
FACT SHEETS

Creating Fact Sheets
Using Fact Sheet formulas
Data Cleaning
Analysing Fact Data (Reports)
Creating ‘Fact Sheet Templates’
Automating Fact Uploads
Creating Lots using Fact Sheet Values
Deemo: Creating a Fact Sheet, Cleansing Data, Creating Lots

MODULE 4:
FORMULA WRITING

Syntax and Structure
Variable Creation
Using Asserts
Formula Creation Tips
Module 5: Lot and Bid Analysis Fields
Bid Analysis Fields
Lot Analysis Fields
Use cases

MODULE 6:
PROJECT DOCUMENTS

Information Documents and Agreements
Bid Form settings
Bid Form Design
Bid Templates
Tagging Basics

MODULE 7:
TAGGING – ADVANCED CONCEPTS

Bid Type Setup
Bid Matrix Settings
Reading a Matrix Table
Instant Validation/Feedback using Tags
Tagging into an existing file
Useful Pipe Commands
Demo: Reviewing the Bid Template/Form

MODULE 8:
BIDDER MANAGEMENT

Adding Bidders
Passwords & Tickets
Phase Transitions
Individual Deadlines
Custom User Groups
Bidder Qualification
Access Restrictions
Bidder Status & Bidder Reports
Surrogate Bidding
Demo: Surrogate Bidding

MODULE 9:
BID FEEDBACK

Typical Feedback Considerations
Configuring System Feedback
Customizing and Automating Feedback

MODULE 10:
RFI AND SCORING

Configuring RFI Templates
Setting up an RFI for Scoring
Using Scoring Formulas in Bid Fields

MODULE 11:
RFX REPLIES

Bid Reports
Statistics Reports
Supplement Reports
Inserting Data
Reply Archive
Dashboard

MODULE 12:
ISSUE RESOLUTION / READING THE LOG

Submitted and Downloaded Documents
Log Filtering and Download
Report Log and Job Log
Routine Troubleshooting Steps
Demo: Bid Submission Issue

MODULE 13:
OPTIMIZATION - PART I

Scenario Settings
Removing Outliers
Rule Creation and Handling Conflicts
Special Purpose Field Settings
Hints and Warnings

MODULE 14:
OPTIMIZATION - PART II

Unallocated Bids and Reject Reasons
Infeasibility Analysis / Solve Best Effort
Settings and Result Report
Demo: Handling Infeasibility
Scenario Reference Rules
Post-Processing Rules

MODULE 15:
CUSTOM REPORTS

Basic Layout & Report Set-up Review
Demo: Adding Formats / Adjusting settings
Demo: Charts & Grid Charts
Demo: Google Earth

 
 
Level 3 Certificate.PNG