A list of evaluation criteria to rate and assess submitted bids
Section A: Preliminary Compliance Check (Mandatory Requirements)
| Criteria | Yes/No | Comments |
|---|---|---|
| Bid submitted before deadline | ||
| All required forms completed and signed | (e.g., SBDs, declarations) | |
| Tax Compliance Status verified (SARS PIN) | ||
| Company registered on Central Supplier Database (CSD) | ||
| B-BBEE Certificate or Sworn Affidavit | ||
| Proof of company registration (CIPC) | ||
| Submission includes valid ID or passport | For authorized signatory | |
| Financial proposal submitted separately (if required) |
Note: Failure to meet all mandatory requirements may result in disqualification.
📊 Section B: Technical Evaluation (Scored Criteria)
Scoring Legend:
- 0 = Non-compliant / No evidence
- 1 = Poor
- 2 = Fair
- 3 = Good
- 4 = Very Good
- 5 = Excellent
| Evaluation Criteria | Weight (%) | Score (0–5) | Weighted Score | Comments |
|---|---|---|---|---|
| Understanding of the project requirements | 15% | |||
| Methodology and approach | 20% | |||
| Experience with similar projects | 15% | Include project names | ||
| Qualifications and experience of key personnel | 10% | Include CVs | ||
| Project plan, timelines, and milestones | 10% | |||
| Risk identification and mitigation strategies | 10% | |||
| Innovation or value-added services | 5% | |||
| Compliance with technical specifications | 10% | |||
| Sustainability / Environmental & Social Governance (ESG) | 5% |
Total Technical Score (out of 100): ____________
💰 Section C: Financial Evaluation
| Criteria | Score | Comments |
|---|---|---|
| Total cost (incl. VAT) | Compared to market benchmarks | |
| Cost breakdown (transparent & detailed) | All items costed | |
| Cost-effectiveness / Value for money | Best value, not necessarily lowest | |
| Pricing terms and conditions | Payment schedule, escalation clauses |
Note: Financial proposals may be scored separately or integrated depending on evaluation method (e.g., 80/20 or 90/10 PPPFA).
🏆 Section D: B-BBEE Scoring (as per PPPFA Regulations)
| B-BBEE Status Level | Points (80/20) | Points (90/10) |
|---|---|---|
| Level 1 Contributor | 20 | 10 |
| Level 2 Contributor | 18 | 9 |
| Level 3 Contributor | 14 | 6 |
| Level 4 Contributor | 12 | 5 |
| Level 5 Contributor | 8 | 4 |
| Level 6 Contributor | 6 | 3 |
| Level 7 Contributor | 4 | 2 |
| Level 8 Contributor | 2 | 1 |
| Non-compliant Contributor | 0 | 0 |
📦 Section E: Final Evaluation Summary
| Bidder Name | Technical Score | Financial Score | B-BBEE Score | Total Score | Ranking |
|---|---|---|---|---|---|
| Bidder 1 | |||||
| Bidder 2 | |||||
| Bidder 3 |
📁 Section F: Recommendation
Recommended Bidder: [Name]
Justification:
Provide a clear rationale based on combined scores and value for money.
Evaluator Sign-Offs:
| Evaluator Name | Position | Signature | Date |
|---|---|---|---|
📎 SayPro SCMR-1 Best Practices Notes:
- Use multiple independent evaluators to reduce bias.
- Ensure confidentiality and integrity throughout the process.
- Store all bid documents and evaluations securely for audit purposes.
- Apply evaluation criteria exactly as published in the tender document.
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