Bid evaluation: method and audit trail

Run an evaluation committee that reaches a sound decision and records it in a way that holds up to complaints and audits.

Three navy files tied with a gold ribbon, a wax-sealed envelope with a brass stamp, a fountain pen and a zellige dish of paper clips on a navy desk

What you will be able to do

  • Apply the published criteria consistently, and only those
  • Handle clarifications, errors and abnormally low bids correctly
  • Manage conflicts of interest and confidentiality inside the committee
  • Write an evaluation report that explains the decision

Who it is for

  • Members and chairs of evaluation committees
  • Procurement officers who prepare evaluation reports
  • Internal controllers who review awards

Prerequisites

  • Having taken part in at least one bid opening or evaluation

Program

Before the first bid is opened

  • What the bidding documents commit the committee to
  • Roles, independence and declarations of interest
  • Preparing the evaluation grid

Examining bids

  • Administrative, technical and financial compliance
  • Clarification requests: what can and cannot be asked
  • Arithmetic errors and abnormally low bids

Scoring and deciding

  • Scoring scales that different evaluators apply the same way
  • Disagreements in the committee and how to settle them
  • Most advantageous bid: reading the result critically

The evaluation report

  • The structure of a report that stands on its own
  • Answering a complaint with the file
  • Common audit findings and how to avoid them

How we work

  • A complete evaluation simulated on a fictitious tender
  • Role play of a committee meeting
  • Review of anonymised evaluation reports