Bid Evaluation Template - England and Wales

Bid Evaluation for the United Kingdom

Bid Evaluation Template for England and Wales

A Bid Evaluation Template is a structured document used in England and Wales for systematically assessing and comparing bids or proposals received in response to a tender. It provides a standardized framework for evaluating technical, commercial, and qualitative aspects of submissions, ensuring compliance with public procurement regulations and maintaining transparency and fairness in the selection process. The template incorporates scoring mechanisms, weighted criteria, and assessment methodologies aligned with English and Welsh procurement law.

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What is a Bid Evaluation?

The Bid Evaluation Template is designed to support organizations in conducting fair, transparent, and compliant procurement processes under English and Welsh law. This document is essential when evaluating responses to tenders, ensuring consistent assessment across multiple bidders and compliance with procurement regulations. The template typically includes detailed scoring criteria, weightings, and evaluation methodologies, enabling objective comparison of technical and commercial proposals. It helps organizations demonstrate due diligence and maintain an audit trail of their decision-making process.

What sections should be included in a Bid Evaluation?

1. Evaluation Criteria Overview: High-level summary of evaluation criteria categories and their respective weightings, including scoring methodology principles

2. Scoring Methodology: Detailed explanation of the scoring system, including numerical ranges, qualitative descriptions for each score level, and calculation methods

3. Technical Evaluation Matrix: Comprehensive framework for assessing technical capabilities, specifications, and quality aspects of bids, including specific criteria and sub-criteria

4. Commercial Evaluation Matrix: Framework for assessing pricing, commercial terms, and financial aspects of bids, including price normalization methods

5. Minimum Requirements: Clear outline of mandatory pass/fail criteria that must be met by all bidders before detailed evaluation

What sections are optional to include in a Bid Evaluation?

1. Sustainability Assessment: Framework for evaluating environmental impact and sustainability credentials of bidders, applicable when environmental factors are key selection criteria

2. Social Value Assessment: Framework for evaluating social value contributions and community benefits, particularly relevant for public sector contracts

3. Innovation Criteria: Specific criteria for assessing innovative solutions and approaches proposed by bidders, used when innovation is a key factor

4. Supply Chain Evaluation: Assessment framework for evaluating supply chain management capabilities and risks, relevant for complex supply arrangements

5. Local Content Assessment: Framework for evaluating local content and economic benefit contributions, relevant when local development is a priority

What schedules should be included in a Bid Evaluation?

1. Schedule 1 - Scoring Guidelines: Detailed guidance document for evaluators on how to apply scores consistently across different criteria

2. Schedule 2 - Evaluation Forms: Standard templates for recording individual evaluations and consensus scoring

3. Schedule 3 - Compliance Checklist: Comprehensive checklist for verifying submission of all mandatory requirements and documents

4. Schedule 4 - Price Comparison Templates: Standardized formats and formulas for comparing commercial offers on a like-for-like basis

5. Schedule 5 - Conflict of Interest Forms: Declaration forms and procedures for managing potential conflicts of interest among evaluation team members

6. Appendix A - Evaluation Team Roles: Definition of roles and responsibilities within the evaluation team

7. Appendix B - Evaluation Timeline: Detailed timeline and milestones for the evaluation process

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Cost

Free to use

Relevant legal definitions

Clauses

Relevant Industries

Public Sector
Construction
Information Technology
Healthcare
Professional Services

Relevant Teams

Procurement
Legal
Finance
Operations
Risk & Compliance

Relevant Roles

Procurement Manager
Commercial Director
Bid Manager
Contract Manager
Technical Evaluator
Procurement Officer
Risk Manager

Industries

Public Contracts Regulations 2015: Primary legislation governing public procurement in England and Wales, setting out procedures for the award of contracts by public authorities

Utilities Contracts Regulations 2016: Specific regulations for procurement in the water, energy, transport and postal services sectors

Concession Contracts Regulations 2016: Regulations governing the award of concession contracts by public authorities and utilities

Defence and Security Public Contracts Regulations 2011: Specific regulations for procurement in defense and security sectors

Competition Act 1998: Prohibits anti-competitive behavior and ensures fair competition in procurement processes

Enterprise Act 2002: Provides framework for competition law and enterprise regulation in procurement context

Freedom of Information Act 2000: Ensures transparency and right of access to information held by public authorities regarding procurement

Data Protection Act 2018: Governs the processing of personal data in procurement processes and documentation

UK GDPR: Data protection requirements specific to UK following Brexit, affecting handling of personal information in procurement

Equality Act 2010: Ensures non-discrimination and equality in procurement processes and contractor selection

Modern Slavery Act 2015: Requires consideration of modern slavery and human trafficking risks in supply chains

Local Government Act 1999: Sets requirements for local authorities in achieving best value in procurement

Contract Law (Common Law): Fundamental principles of contract formation, interpretation and enforcement under English law

Unfair Contract Terms Act 1977: Regulates unfair terms in contracts and limits ability to exclude certain liabilities

Misrepresentation Act 1967: Governs false statements made during procurement processes and contract formation

Climate Change Act 2008: Requires consideration of environmental impact and sustainability in procurement decisions

Public Services (Social Value) Act 2012: Requires public authorities to consider economic, social and environmental well-being in procurement decisions

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What is a Bid Evaluation?

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What schedules should be included in a Bid Evaluation?

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