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Example Supplier Selection Worksheet

Example Initial Screening Considerations (must pass to be considered)


1
2
3
4

Response conforms to bid requirements format; all items addressed


Bidder has a viable financial record (based on public records or other information provided)
Bidder meets location and other legal requirements
etc.

Example Team Proposal Review Assignments


Review
Team
team 1
Team 2
Team 2
Team 2
Team 2
Team 2
Team 2
Team 2
Team 2
Team 3
Team 4
Team 5

Proposal Area
General Conditions
Application Environment
Map Application and Data
Map Simulation Tool
Data Warehouse
Web Site/Web Server
Workflow Manager
Voice Network
Data Network
Maintain Service Center
Service Center Staffing
Service Center Facility

Criteria and Scoring Guidance to use In Rating Each Proposal Area


Criteria
Technical
Competence

Experience with
similar projects

Low
Med
High
1
2
3
(based on review of
has average competence is a leader in technical
credentials) has minimal or for organization
competence for this area
new competence in the area experienced in this area

(using evidence provided)


has done one, not quite like
ours
Special Skills for this has people in training or
Area
experts are not available
Opportunity for
Leverage

Solution Fit to
Proposal
Requirements

TeraQuest Metrics, Inc.

has done at least one


very similar to ours

has small number of


experts and they are
available
no elements available to
some items that can be
leverage
reused in our solution
without having to be
developed
meets only a minimum set of meets all high priority
requirements at highest
and most second tier
priority
requirements

Page 1

has done several very


similar to ours,
successfully
has many skilled experts
for this area and they are
available
significant parts of the
solution are available for
reuse
meets all stated
requirements, at all levels
of priority

version: 22 August 2000]

Sample Ratings for a Given Proposal Area Across Bidders


Area: Map Simulation Tool
Criteria
Technical
Competence
Experience with
similar projects
Special Skills for this
Area
Opportunity for
Leverage
Solution Fit to
Proposal
Requirements

Bidder A

Bidder B

Bidder C

May augment with weightings for each area, based on level of importance
Criteria
Technical
Competence
Experience with
similar projects
Special Skills for this
Area
Opportunity for
Leverage
Solution Fit to
Proposal
Requirements

Example Weighting
(distribute 100 points)
20
10
20
20
30

Weighted Ratings of the Candidates on this Criterion


Criteria
Technical
Competence
Experience with
similar projects
Special Skills for this
Area
Opportunity for
Leverage
Solution Fit to
Proposal
Requirements
Total Score

TeraQuest Metrics, Inc.

Bidder A

Bidder B

Bidder C

40

40

60

10

20

30

40

40

40

20

40

60

60

60

60

170

200

250

Page 2

version: 22 August 2000]

Org fit
PMP
Exp
Tech
Soln
sums

General Contractor
Org fit
PMP
exp
tech
soln
1
2
2
3
0.5
1
2
3
0.5
0.5
1
4
0.33
0.33
0.25
1
0.25
0.2
0.2
0.33
2.58

4.03

5.45

11.33

4
5
5
3
1

build the upper triangle by agreement


build the lower triangle by reciprocals

18

normalize by dividing each entry by the sum for the column:


Org fit
PMP
Exp
Tech
Soln

Soln
Tech
Exp
fit
PMP

Fit
tech comp
PMP
exp
soln

Soln
Exp
Fit
Tech
PMP

Sol
PMP
Exp
Fit
Tech

0.387597
0.193798
0.193798
0.127907
0.096899

0.496278
0.248139
0.124069
0.081886
0.049628

0.366972
0.366972
0.183486
0.045872
0.036697

Design, Build, Implement


Sol
Tech
exp
1
2
0.5
1
1

Maintenance
Fit
tech
1

Location
Soln
Exp
1

fit
2
1
1

PMP
1
1

0.264784
0.264784
0.353045
0.088261
0.029126

exp

Fit

Staffing the Call Center


Sol
PMP
Exp
1
2
1

soln

Tech

5
5
5
5
1

PMP
5
5
5
1

Fit
3
2
1

3
3
3
2
1

2
2
2
1

2
3
1

0.347571
0.270294
0.226435
0.102118
0.053581
1

PMP
3
3
3
1

1
2
1

2
1

0.222222
0.277778
0.277778
0.166667
0.055556

5
5
5
5
1

Tech
4
4
3
1

5
5
5
5
1

build the upper triangle by agreement


build the lower triangle by reciprocals

gle by agreement
gle by reciprocals

gle by agreement
gle by reciprocals