Tender Evaluation: <Project Name>

Procurement – driving better value for money

1	Preparation

Supplier
Supplier:
Evaluators
Evaluated by:
Reviewed by:

Evaluation Summary

Part	Sections – Information requested	Commentary (brief)	Maximum Points Possible	Points
1	General Information			Pass/Fail
2	Financials [If included in weighting]
3	Example: Industry standards, accreditations
4

Part	Financials (if evaluated separately)	Comments (brief)	Points or relative position
	Financials

Overall Score (Total Points)	Exceptional \| Acceptable \| Marginal \| Unacceptable:	:
Overall Comments:

Section: Non-budgetary / Qualitative

Complete the table below to confirm supplier has complied with the mandatory conditions:

Section:		[Name of section]
Q	Description of criteria		Guidance notes	Justification for score \| Comments	Points (non-weighted)	Weighting (if weighted)	Total Points
10	Brief description only – enough to clearly link to the Procurement Plan & RFx		Use this for guidance and tips for evaluators	Keep these succinct but complete enough that other evaluators or auditors ‘get it’ in terms of why this score has been arrived at.	Numbers or words	If using weighted method
11	Example: Level of accreditation amongst supplier’s consultants		[Apply % of consultants qualified as the score – eg. If half are qualified score is 5 (out of 10)]	All ten consultants are fully accredited.	10	10%	2
12	Example: Public Liability Insurance of at least $1M is in place.		[Letter from insurance coy must be attached – mark as either ‘Pass (=10)’ or ‘Fail (=0)]	Letter from insurance company attached	Pass	Tip: Feel free to ‘shade out’ columns not required	0
…	Add more as required…		…	…	…	…	…
	Section Score		[ Section score = ‘0’ if any criteria scores a ‘Fail’ ]	Weighted Sub-total (Points):			2

Template instructions:

Template instructions: add more sections as required – see Template ‘Widget Park’ at back of document]

Procurement – driving better value for money

Section: Budgetary

The Template ‘Widget Park’

What’s this section for?

You might have guessed that the ‘Widget Park’ is the place where we have ‘parked’ a few extra bits ands pieces that you may decide to include in your template, as they better meet your particular evaluation needs.

Delete this section once your template is ready to go

[Template instructions: add more of these sections as required – if using weighted scoring method]

Section:		[Name of section]
Q	Description of criteria		Guidance notes	Justification for score \| Comments	Score	Weighting (if weighted)	Total Points

[Template instructions: add more of these sections if using non-weighted numeric scoring method]

Section:		[Name of section]
Q	Description of criteria		Guidance notes		Justification for score \| Comments	Points



	Section Score		[ Section score = ‘0’ if any criteria scores a ‘Fail’ ]	Sub-total:		#