Understanding Gating Questions and Access

Some Keelvar Sourcing Optimizer (SO) events use Gating Questions — mandatory regulatory, compliance, or qualification fields that bidders must answer to unlock access. Two types exist: Event Gating Questions unlock access to event information and documents; Bid Sheet Gating Questions unlock the bid sheet itself. Bidders complete the questions on the RFI tab and click Confirm Gating Responses to submit. Confirmation appears once the relevant content has been unlocked.

What are Gating Questions 

Gating questions are mandatory, high-priority fields related to regulatory, compliance, or crucial qualification criteria. There is 2 types of gating questions that can be in an event.

  • Event Gating questions - Bidders are required to provide a response to access event information and documents
  • Bid Sheet gating questions - Bidders are required to provide a response to access the bid sheet.

How to Complete Gating Questions

  1. Navigate to the RFI tab, found at the bottom of your event screen in the black toolbar.
  2. Review and complete all required gating questions. Mandatory fields are usually marked or highlighted.
  3. Save your responses as you go to prevent data loss.
  4. When finished, click the “Confirm Gating Responses” button.
  5. Once Event Gating responses are confirmed and validated, you will gain access to event information and documents.
  6. Once Bid Sheet Gating responses are confirmed and validated, you will gain access to the bid sheet. You will receive confirmation once the bid sheet has been unlocked.