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
1.1In consultation with the Core Team, all members agree to the use of the following criteria and weightings for evaluating RFX responses for this project.
1.2A minimum of 3 evaluators will evaluate each supplier proposal against the agreed evaluation criteria.
1.3All 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]
1.4Tenders 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.
1.5Presentations 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.
1.6The 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 / WeightingMandatory Requirements
RFT Compliance / •Compliance with RFT Terms and Conditions / Yes/No
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 /
- Quality of response
- Completeness of response
Requirements Compliance / •Meets requirements of Tender
•technical (non-functional requirements
•non-technical – functional requirements
•Any Exclusions & Deviations to Scope of Works / X%[specify]
Workplace Health & Safety (WH&S) / •Satisfactory WH&S Management Plan
•Subcontractor WH&S Management Systems / X%[specify]
Delivery Methodology / •Delivery methods
•Systems & Processes
•Reporting capabilities
•Account management
•Organisation Structure
•In-house labour delivery model
•Lead time / X%[specify]
After-Sales Service Capabilities / •Technical support customer service
•Support response time
•Training
•Warranty / X%[specify]
Relevant Experience / •Previous experience with similar portfolios
•Quality and relevance of Referees
•Customer satisfaction/references / X%[specify]
Resources & Experience / •Quality and number of Key personnel
•Relevant experience of personnel
•In-house recruitment, selection and management systems / X%[specify]
Sustainability / •Solutions are sustainable:
•Energy ratings
•Disposal/ability to re-use
•??? / X%[specify]
Value Add / •Continuous Improvement Strategies
•Efficiencies in the provision of the Services
•Companion services / X%[specify]
Compliance to Agreement / •Acceptance of UNSW Draft Agreement / X%[specify]
Pricing / •Unit costs or Schedule of Rates
•Labour Schedule of Rates
•Management Fees
•Preventative Maintenance Costs
•Transition In Costs
•Total cost of ownership / X%[specify]
Incoterms / •Incoterms are specified / X%[specify]
Financial Information / •Provision of financial data / X%[specify]
TOTAL: / 100%
OPTION 2 - Consultant Engagement/Services (example)
Screening Criteria / Subcategories / WeightingBusiness Requirements
Supplier experience, quality: / •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]
Professionalism, quality of documentation: / •Tender response and supporting documents and quality of submission / X%[specify]
Subtotal / X%[specify]
Commercial Requirements
Price: / •Price for defined service requirement
•Fixed price or capped Time and Materials
•Hourly rates/daily rates
•Total cost of ownership (including expenses etc)
•Assumptions are clear / X%[specify]
Service delivery and program: / •Delivery method
•Ability to meet timeframe
•Customer service and references / X%[specify]
General Compliance & Risk: / •Insurances
•Compliance with proposed Agreement
•Financial viability - Supplier is financially viable based on financial assessment spreadsheet / X%[specify]
Subtotal / X%[specify]
TOTAL / 100%
3.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]
3.1Project Leader:
Name / Position / Signature / Date[insert] / [insert] / [insert] / [insert]
3.2Core Team:
Name / Position / Signature / Date[insert] / [insert] / [insert] / [insert]
[insert] / [insert] / [insert] / [insert]
[insert] / [insert] / [insert] / [insert]
[insert] / [insert] / [insert] / [insert]
3.3Steering Committee:
Name / Position / Signature / Date[insert] / [insert] / [insert] / [insert]
[insert] / [insert] / [insert] / [insert]
Document1ConfidentialPage 1 of 5