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Generally for Evaluating a Technical Proposal, PEC members rated the proposal for each of
the individual criteria and sub criteria mentioned in the RFP by grading in order to derive the
Point. The recommended grades are stated below. For this exercise percent of rating for
each criterion have been set and indicated in the different tables.
You are requested to complete the tables and derive the combined score.
Poor 40
Satisfactory 70
Good 90
Very Good 100
Evaluation Exercises
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Table A1.1 Points Allocated to Main Criteria
Criteria Points
1 Specific experience of consultants related to the assignment 5
2 Adequacy of the proposed methodology and work plan 30
3 Qualifications and competence of the key staf 55
4 Suitability of the transfer of knowledge 10
5 Local participation 0
Total 100
Subcriteria % Points
General qualifications 25
Adequacy for the project 55
Experience in region & language 20
Total 100
For the criterion “adequacy of the proposed methodology and work plan,” the following
three subcriteria and relevant point allocations are selected :
The scope of work of the assignment as detailed in the TOR includes the following main
tasks: (a) the review of the detailed design of the water supply system to be prepared by
the selected contractor based on the existing contract design, and (b) the supervision
during the construction of the water supply system. Since the type of organization and
staffing required to carry out these two tasks is different, the client considers it important to
separately evaluate the organization and staffing proposed by the invited consultants for
the two tasks.
Consequently, the subcriterion “organization and staffing” and relevant points are split
into the following subcriteria:
Within the criterion “qualifications and competence of the key staff”, the team leader is
given a weight of 40 percent.
As for other members of the key staff, the characteristics of the assignment suggest the
need to stress the importance of hydraulic engineering, structural engineering, soil
engineering, electromechanical engineering, and time and cost control specialists.
Consequently, the client indicates in the RFP the following weights for relevant key staff in
those five disciplines:
2
The overall setup of the different subcriteria and relevant points for evaluating the technical
proposals (provided in the ITC) is summarized in Table A1.3A. Table A1.3B indicates the
points available within “qualifications and competence of the key staff” for the different
members of the key staff, resulting from the total points (55) allocated to this criterion and
the weights indicated in the RFP (see above).
Table A1.3A
1-Specific 2-Methodology 4-
Experience Point & Work Plan Points Suitability Points
of s of the
Consultants transfer of
knowledge
No Approach & 8 No
subcriteria methodology subcriteria
Work plan 7
Organization &
staffing
review of
detailed design 4
supervision
during
construction 11
5 30 10
The RFP also indicates the weights given to the technical and financial proposals as
follows:
Before receiving the technical proposals, the Evaluation Committee met to define the
grades to adopt for the evaluation and made the following decisions:
(a) Since no subcriteria were specified in the RFP under the criterion “specific experience
of consultants related to the assignment,” the committee decided to evaluate the
specific experience as a whole, considering the following aspects: (i) experience in
similar projects, (ii) experience in similar areas and conditions, and (iii) size and
organization.
(b) For each one of the three subcriteria of “adequacy of the proposed methodology and
work plan,” the committee adopted the four grades (Poor, Satisfactory, Good, Very
Good) and set the relevant definitions.
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(c) Similarly, for each one of the three subcriteria of the “qualifications and competence
of the key staff,” the committee adopted the four grades (Poor, Satisfactory, Good,
Very Good) and set the relevant definitions.
• Consultant 1 proposes
– three hydraulic engineers for the Hydraulic Engineering Group,
– a civil engineer for the Structural Engineering Group,
– a soil engineer for the Soil Engineering Group,
– an electrical engineer and a mechanical engineer for the Electromechanical
Engineering Group, and
– a time and cost control specialist for the Project Control Group.
• Consultant 2 proposes
– three hydraulic engineers for the Hydraulic Engineering Group,
– a civil engineer for the Structural Engineering Group,
– a soil engineer for the Soil Engineering Group,
– an electrical engineer for the Electromechanical Engineering Group, and
– a time and cost control specialist for the Project Control Group.
In this example it is furthermore assumed that total prices offered by the consultants are:
The formula indicated in the RFP for determining the financial scoring is:
Sf = 100 x Fm/F
where Sf is the financial score, Fm the lowest price, and F the price of the proposal
under consideration.
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Table 1 - Evaluation Worksheet for Specific Experience
Consultant 1 2
TOTAL 5 3.5 5
5
Table 2 - Evaluation Worksheet for Methodology and Work Plan
Date of Evaluation:
Evaluation Carried Out by:
Name of Consultants: 1.____________ 2._____________
Consultant 1 2
TOTAL 30 20.8 23
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Table 3 - Evaluation Worksheet for Qualifications and Competence of the Key Staff (Group Scoring)
Date of Evaluation:
Evaluation Carried Out by:
Name of Consultants: 1.____________ 2._____________
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Table 4 - Evaluation Worksheet for Qualifications and Competence of the Key Staff (Group Scoring)
Date of Evaluation:
Evaluation Carried Out by:
Name of Consultants: 1.____________ 2._____________
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Table 5 - Evaluation Worksheet for Qualifications and Competence of the Key Staff (Consolidated
Scoring)
Date of Evaluation:
Evaluation Carried Out by:
Name of Consultants: 1.____________ 2._____________
Structural Engineering Group 5.500 1.38 70 0.97 3.03 70 2.12 1.10 70 0.77
Soil Mechanics Group 5.500 1.38 40 0.55 3.03 40 1.21 1.10 90 0.99
1
This score is taken from Table 3
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Table 6 - Evaluation Worksheet for Qualifications and Competence of the Key Staff (Consolidated
Scoring)
Date of Evaluation:
Evaluation Carried Out by:
Name of Consultants: 1.____________ 2._____________
Consultants: 2 General Qualifications Adequacy for the Project Experience in region &
Language
25% 55%
20%
Group Total Points Rating Score Points Rating Score Points Rating Score
Points (P) (R) % PxR (P) (R) % PxR (P) (R) % PxR
Team Leader 22.000 5.5 90 4.95 12.1 100 12.1 4.4 70 3.080
Hydraulic Engineering Group 8.250 2.06 1.71 4.54 3.48 1.65 1.1
Structural Engineering Group 5.500 1.38 70 0.97 3.03 70 2.12 1.1 40 0.44
Soil Mechanics Group 5.500 1.38 90 1.24 3.03 70 2.12 1.1 40 0.44
Electromechanical Engineer. 5.500 1.38 70 0.97 3.03 100 3.03 1.1 70 0.77
Group
Project Control Group 8.250 2.06 40 0.824 4.54 40 1.82 1.65 100 1.65
1
This score is taken from Table 4
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Table 7 - Evaluation Worksheet for Transfer of knowledge
Date of Evaluation:
Evaluation Carried Out by:
Name of Consultants: 1.____________ 2._____________
Consultant 1 2 3 4 5 6
Criteria Points Rating Score Rating Score Rating Score Rating Score Rating Score Rating Score
(P) (R) % P x R (R) % P x R (R) % P x R (R) % P x R (R) % P x R (R) % P x R
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Table 8 - Summary of Evaluation (Technical Proposal)
Date of Evaluation:
Evaluation Carried Out by:
Name of Consultants: 1.___________ 2.____________
Consultants 1 2
Local participation na - -
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Table 9 - Summary of Evaluation
Date of Evaluation:
Evaluation Carried Out by:
Name of Consultants: 1.___________ 2.____________
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