UTS Supplier Evaluation Guidelines and Template
A
1.
1.
Agree Roles & Steps
Agree Roles & Steps
2.
2.
Conduct Spend
Conduct Spend
Analysis
Analysis
3.
3.
Verify Sourcing
Verify Sourcing
Requirements
Requirements
4.
4.
Conduct Supply
Conduct Supply
Market Analysis
Market Analysis
5.
5.
Risk & Probity
Risk & Probity
Assurance
Assurance
6.
6.
Develop Sourcing
Develop Sourcing
Strategy
Strategy
7.
7.
Conduct Sourcing
Conduct Sourcing
Strategy
Strategy
8.
8.
Implement Contracts
Implement Contracts
V2.0
Instructions in the use of this document (Please remove after use)
Complete all fields highlighted in blue italics.
Fields highlighted in grey and grey italics are for optional input.
Hints/examples are highlighted in orange italics.
A
UTS Supplier Evaluation Guidelines and Template
CONTENTS
1. RFP EVALUATION .................................................................................................................................................................................................................... 3
1.1
1.2
1.3
SUPPLIER EVALUATION TABLE ........................................................................................................................................................................................... 3
EVALUATION AVERAGES TABLE.......................................................................................................................................................................................... 3
SUMMARY OF W EIGHTED SCORES TABLE ........................................................................................................................................................................... 4
APPENDIX A – SUPPLIER EVALUATION TEMPLATE ................................................................................................................................................................ 5
APPENDIX B – EVALUATION SCORING GUIDE ......................................................................................................................................................................... 6
APPENDIX C – EVALUATION AVERAGESTEMPLATE ............................................................................................................................................................... 7
APPENDIX D – SUMMARY OF WEIGHTED SCORESTEMPLATE .............................................................................................................................................. 8
UTS Supplier Evaluation Guidelines and Template v2.0
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UTS Supplier Evaluation Guidelines and Template
1. RFP Evaluation
If required, all Supplier responses that have fulfilled the pre-advised Short-Listing Criteria can then be fully evaluated against the respective criteria
weightings.
If the Sourcing Evaluation Panel has not previously determined the need for any Short-Listing Criteria, all Supplier responses must be fully evaluated
against the criteria weightings determined prior to issuing the RFP.
1.1 Supplier Evaluation Table
1. Using the pre-determined RFP evaluation criteria categories and questions/measures reference and the criteria weightings, the Sourcing Activity
Manager should populate the Criteria, Questions/Measures Ref and Weighting columns in the “Supplier Evaluation Table”. See Appendix A Supplier
Evaluation Template.
2. The populated “Supplier Evaluation Table” should then be distributed to all Evaluation Panel Members in soft copy to retain the formulas contained
within the template.
3. Each panel member will need to allocate a score out of 5 for the questions/measures listed from each Supplier being evaluated. See Appendix B
Evaluation Scoring Guide.
4. Find or calculate the Average Score for each criteria
5. Find or multiply the Average Score with the Criteria Weighting to calculate the Weighted Average
6. Each panel member’s Supplier Evaluations must then be returned in soft copy to the Sourcing Activity Manager.
7. Each panel member’s Supplier Evaluation must be appended to the UTS Evaluation Report
1.2 Evaluation Averages Table
1. Once the Sourcing Activity Manager receives all panel members’ Supplier Evaluations, the Weighted Average score of each criteria category per
panel member for each supplier must then be collated in the Evaluations Averages Table, See Appendix C Evaluation Averages Template, to obtain
the Average Weighted Evaluation Score for each Supplier across the Sourcing Evaluation Panel.
2. The Evaluation Averages Table must be appended to the UTS Evaluation Report.
UTS Supplier Evaluation Guidelines and Template v2.0
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UTS Supplier Evaluation Guidelines and Template
1.3 Summary of Weighted Scores Table
1. To identify the Supplier with the highest evaluation score the Sourcing Activity Manager must apply each criteria Weighted Average score for each
supplier in the previous table to the Summary of Weighted Scores Table, see Appendix E Summary of Weighted Scores Template.
2. To compare the Supplier’s weighted scores against the Max. Weighted Score for each criteria, you will need to multiply the criteria weighting by the
maximum possible score (in the most instances, this will =5) and input into the Max. Weighted Score field for each criteria.
3. Suppliers with the higher Total Scores should be considered for negotiation by the Sourcing Evaluation Panel.
4. The Summary of Weighted Scores must be applied to Section 4 in the UTS Evaluation template.
UTS Supplier Evaluation Guidelines and Template v2.0
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UTS Supplier Evaluation Guidelines and Template
Appendix A – Supplier Evaluation Template
Panel Member Name (i.e PM1)…………………….............................
Criteria
Questions/
Max.
Criteria
Measures
Score
Weighting
Ref
Abc
Def
Jkl
Mno
Pqr
Weighted
Score
Avg.
Score
Avg.
Weighted
Score
Avg.
5
0.1.2
5
0.1.3
5
0.1.4
5
5.00
5.00
5.00
0.2.1
5
5.00
5.00
5.00
0.2.2
5
5.00
5.00
0.2.3
5
0.2.4
5
5.00
5.00
5.00
5
5.00
5.00
5.00
0.3.2
5
5.00
5.00
0.3.3
5
0.3.4
5
5.00
5.00
5.00
0.4.1
5
5.00
5.00
5.00
0.4.2
5
5.00
5.00
0.4.3
5
0.4.4
5
5.00
5.00
5.00
0.5.1
5
5.00
5.00
5.00
0.5.2
5
5.00
5.00
0.5.3
5
0.5.4
5
5.00
5.00
5.00
0.6.1
5
5.00
5.00
5.00
0.6.2
5
5.00
5.00
0.6.3
5
0.6.4
5
1.00
1.00
1.00
1.00
1.00
1.00
Totals
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
30.00
30.00
Weighted
Score
Avg.
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
5.00
Avg.
5.00
5.00
5.00
Score
0.1.1
0.3.1
Ghi
Avg.
Comments
Supplier 3
Supplier 2
Supplier 1
Score
30.00
30.00
30.00
30.00
Supplier Evaluation Table
UTS Supplier Evaluation Guidelines and Template v2.0
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UTS Supplier Evaluation Guidelines and Template
Appendix B – Evaluation Scoring Guide
Score
Scoring Description
0
Capability not demonstrated
1
Limited demonstration of capability & significant gaps identified
2
Partial demonstration of capability but gaps remaining
3
Capability demonstrated with no gaps
4
Capability clearly demonstrated with some value added benefits
5
Superior demonstration of capability with significant added benefits
Evaluation Scoring Guide
UTS Supplier Evaluation Guidelines and Template v2.0
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UTS Supplier Evaluation Guidelines and Template
Appendix C – Evaluation AveragesTemplate
Criteria
Supplier 1
Supplier 2
Weighted Avg.
PM 1
PM 2
Supplier 3
Weighted Avg.
Avg.
PM 1
PM 2
Weighted Avg.
Avg.
PM 1
PM 2
Avg.
abc
0
0
0
0
0
0
0
0
0
def
0
0
0
0
0
0
0
0
0
ghi
0
0
0
0
0
0
0
0
0
jkl
0
0
0
0
0
0
0
0
0
mno
0
0
0
0
0
0
0
0
0
pqr
0
0
0
0
0
0
0
0
0
stu
0
0
0
0
0
0
0
0
0
vwx
0
0
0
0
0
0
0
0
0
yzz
0
0
0
0
0
0
0
0
0
aab
0
0
0
0
0
0
0
0
0
cde
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Totals
Evaluation Averages Table
UTS Supplier Evaluation Guidelines and Template v2.0
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UTS Supplier Evaluation Guidelines and Template
Appendix D – Summary of Weighted ScoresTemplate
Criteria
Max. Weighted
Average Weighted Scores
Score
Supplier 1
Supplier 2
Supplier 3
Supplier 4
abc
5
0
0
0
0
def
5
0
0
0
0
ghi
5
0
0
0
0
jkl
5
0
0
0
0
mno
5
0
0
0
0
pqr
5
0
0
0
0
stu
5
0
0
0
0
vwx
5
0
0
0
0
yzz
5
0
0
0
0
aab
5
0
0
0
0
cde
5
0
0
0
0
55
0
0
0
0
Total Scores
Summary of Weighted Scores Table
UTS Supplier Evaluation Guidelines and Template v2.0
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