PROCUREMENT PROJECT
EVALUATION CRITERIA AND
WEIGHTINGS
PROJECT NAME:
"[Click here and type]"
TRIM REFERENCE:
"[Click here and type]"
PAKCS REFERENCE:
"[Click here and type]"
DATE:
"[Click here and type]"
PROCUREMENT LEAD:
"[Click here and type]"
CONTACT DETAILS:
"[Click here and type]"
1.
EVALUATION METHODOLOGY
1.1
In consultation with the Core Team, all members agree to the use of the following criteria and
weightings for evaluating RFX responses for this project.
1.2
A minimum of 3 evaluators will evaluate each supplier proposal against the agreed evaluation
criteria.
1.3
All pricing will be removed from supplier proposal prior to passing to each evaluator. The
Commercial evaluation will be completed by Procurement and the Project Lead. [Remove if
this is not the case]
1.4
Tenders will be assessed and evaluated against the agreed evaluation criteria and given a
score combining both qualitative and quantitative aspects. After scoring is complete the
project Core Team will discuss and determine a shortlist.
1.5
Presentations may be used to validate the scorecards and enable the Core Team to adjust
their scores according to presentation performance. Where new information is presented, the
Core Team may elect to score completely new criteria and disregard the previous scorecards.
The presentation may lead to further shortlisting.
1.6
The final shortlist of Tenderers may be asked to present their Best and Final Offers (BaFO) as
a final stage of the process.
2.
AGREED EVALUATION CRITERIA
The following evaluation criteria have been agreed by the Project team:
[Below are examples of criteria that can be used when tendering. For an open tender you should also
consider where mandatory criteria may be necessary].
OPTION 1 - Goods or Services (example) with Mandatory Criteria
Evaluation Criteria
Subcategories
Weighting
Mandatory Requirements
RFT Compliance
Document1
•
Compliance with RFT Terms and Conditions
Confidential
Yes/No
Page 1 of 5
Evaluation Criteria
Subcategories
Weighting
Mandatory
requirements
Compliance
•
Compliance with Mandatory Requirements as
specified in the RFT
Yes/No
Installation Site
Requirements
•
Goods must fit within the Installation Site and not
be interfered or interfere with other equipment
Yes/No
Supplier size
•
Not less than 50 employees
Yes/No
Hold an ABN
Details of ABN are provided
Yes/No
Have offices in
Australia
Details of offices in Australia are provided
Yes/No
Prior experience
with Universities in
Australia
Details of prior experience with Universities are
provided.
Yes/No
Gradable Requirements
Quality of response
Requirements
Compliance

Quality of response

Completeness of response
•
Meets requirements of Tender
X% [specify]
•
technical (non-functional requirements
•
non-technical – functional requirements
•
Any Exclusions & Deviations to Scope of Works
Workplace Health
& Safety (WH&S)
•
Satisfactory WH&S Management Plan
•
Subcontractor WH&S Management Systems
Delivery
Methodology
•
Delivery methods
•
Systems & Processes
•
Reporting capabilities
•
Account management
•
Organisation Structure
•
In-house labour delivery model
•
Lead time
•
Technical support customer service
•
Support response time
•
Training
•
Warranty
•
Previous experience with similar portfolios
•
Quality and relevance of Referees
•
Customer satisfaction/references
After-Sales Service
Capabilities
Relevant
Experience
Document1
X% [specify]
X%[specify]
X%[specify]
Confidential
X%[specify]
X%[specify]
Page 2 of 5
Evaluation Criteria
Subcategories
Resources &
Experience
•
Quality and number of Key personnel
•
Relevant experience of personnel
•
In-house recruitment, selection and management
systems
•
Solutions are sustainable:
Sustainability
Weighting
•
Energy ratings
•
Disposal/ability to re-use
•
???
X%[specify]
X%[specify]
•
Continuous Improvement Strategies
•
Efficiencies in the provision of the Services
•
Companion services
Compliance to
Agreement
•
Acceptance of UNSW Draft Agreement
X%[specify]
Pricing
•
Unit costs or Schedule of Rates
X%[specify]
•
Labour Schedule of Rates
•
Management Fees
•
Preventative Maintenance Costs
•
Transition In Costs
•
Total cost of ownership
Incoterms
•
Incoterms are specified
X%[specify]
Financial
Information
•
Provision of financial data
X%[specify]
Value Add
TOTAL:
X%[specify]
100%
OPTION 2 - Consultant Engagement/Services (example)
Screening Criteria
Subcategories
Weighting
Business Requirements
Supplier experience,
quality:
Professionalism, quality
of documentation:
Document1
•
Experience in university campus (or similar) in
service provision
X%[specify]
•
Experience in other complex service provision
X%[specify]
•
Comprehensiveness of methodology & approach
X%[specify]
•
Quality of proposed resources, skills and
experience, depth and breadth of knowledge
X%[specify]
•
Tender response and supporting documents and
quality of submission
X%[specify]
Confidential
Page 3 of 5
Screening Criteria
Subcategories
Weighting
Subtotal
X%[specify]
Commercial Requirements
•
Price:
Price for defined service requirement
•
Service delivery and
program:
General Compliance &
Risk:
3.
X%[specify]
Fixed price or capped Time and Materials
•
Hourly rates/daily rates
•
Total cost of ownership (including expenses etc)
•
Assumptions are clear
•
Delivery method
•
Ability to meet timeframe
•
Customer service and references
•
Insurances
•
Compliance with proposed Agreement
•
Financial viability - Supplier is financially viable
based on financial assessment spreadsheet
X%[specify]
X%[specify]
Subtotal
X%[specify]
TOTAL
100%
PROJECT TEAM SIGN OFF
The signatories below agree to conduct the procurement project as described in this document and
UNSW policy and procedures.
[insert sections for signoff - for each member on the Project Team, including the Steering Committee.
Note: emailed approval is acceptable – simply attach a copy of the approval email to this document]
3.1
Project Leader:
Name
Position
Signature
Date
[insert]
[insert]
[insert]
[insert]
Name
Position
Signature
Date
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
3.2
Core Team:
Document1
Confidential
Page 4 of 5
3.3
Steering Committee:
Name
Position
Signature
Date
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
[insert]
Document1
Confidential
Page 5 of 5