Neftaly Bid Evaluation Template

A standardized form for scoring bids based on predefined evaluation criteria

1. General Information

Item	Details
Procuring Entity	Neftaly
Department/Unit	[Insert Department]
Contract Type	[e.g., Goods, Services, Works]
Budget Estimate	[Insert Amount]
Number of Bidders	[Insert Total]
Bid Opening Date	[Insert Date]
Evaluation Start Date	[Insert Date]
Evaluation Completion Date	[Insert Date]

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2. Compliance Checklist (Preliminary Evaluation)

Evaluate if each bid meets the mandatory requirements. Use ✓ for compliant, ✗ for non-compliant.

Bidder Name	Bid Submission on Time	Valid Tax Clearance	Signed Declaration	Pricing Structure Attached	Compliance Status
[Bidder 1 Name]	✓ / ✗	✓ / ✗	✓ / ✗	✓ / ✗	Compliant/Non
[Bidder 2 Name]	✓ / ✗	✓ / ✗	✓ / ✗	✓ / ✗	Compliant/Non
[etc.]

Note: Only compliant bidders proceed to technical and financial evaluation.

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3. Technical Evaluation

Evaluation Criteria	Weight (%)	Bidder 1	Bidder 2	Bidder 3	Comments
Understanding of the Terms of Reference	20%	[Score]	[Score]	[Score]	[Insert]
Methodology & Approach	20%	[Score]	[Score]	[Score]	[Insert]
Relevant Experience	15%	[Score]	[Score]	[Score]	[Insert]
Qualifications of Team	15%	[Score]	[Score]	[Score]	[Insert]
Capacity & Resources	10%	[Score]	[Score]	[Score]	[Insert]
Quality Assurance Measures	10%	[Score]	[Score]	[Score]	[Insert]
Innovation/Value Add	10%	[Score]	[Score]	[Score]	[Insert]

Total Technical Score (%) = Sum of (Score × Weight) for each bidder.

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4. Financial Evaluation

Only bidders that meet the minimum technical threshold (usually 70%) are considered.

Bidder Name	Bid Price (ZAR)	Score Based on Price Formula*	Ranking
[Bidder 1 Name]	[Insert]	[Insert]	[1st/2nd]
[Bidder 2 Name]	[Insert]	[Insert]	[1st/2nd]

*Formula: Lowest Price / Bidder Price × Weight (e.g., 30%)

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5. Combined Technical and Financial Scores

Bidder Name	Technical Score (70%)	Financial Score (30%)	Total Weighted Score (%)	Rank
[Bidder 1 Name]	[Insert]	[Insert]	[Insert]	[1st]
[Bidder 2 Name]	[Insert]	[Insert]	[Insert]	[2nd]

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6. Recommendation

Recommended Bidder: [Insert Name]
Justification:

• Highest total score
• Complies with all requirements
• Demonstrated technical capacity and value
• Competitive pricing

Recommended Award Amount: ZAR [Insert Amount]

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7. Evaluation Committee Sign-Off

Name	Position	Signature	Date
[Evaluator 1]	Evaluation Team Leader		[Insert]
[Evaluator 2]	SCM Practitioner		[Insert]
[Evaluator 3]	Technical Expert		[Insert]