Evaluation Strategy for

“Category Name”
CONFIDENTIAL
Place:
Date:

This information is confidential; it is not to be relied on by any 3rd party without prior written consent.
1
Guidelines to the Evaluation Process

What is covered in the Pack:

• This Guideline provides practical advice about how to plan for an evaluation,
including how to determine evaluation criteria, weightings, evaluation methodology,
and how to select a suitable evaluation team
• In the planning phase, the Sourcing & Purchasing Team is required to develop an
Evaluation Strategy to achieve Value For Money (VFM) and plan for the evaluation
of offers

• This Evaluation Strategy outlines the process to be followed in accurately measuring

the relative merits (or otherwise) of submitted supplier proposals. The Strategy
along with the Evaluation Scorecard considers the financial (quantitative) and non-
financial (qualitative) aspects, determining proposals that offer the best value
• The level of planning for an evaluation should be commensurate with the scope, risk,
complexity and value of the procurement
• The Sourcing & Purchasing Team must ensure that the Evaluation Strategy is
developed and approved prior to approaching the market

• Questions to this template can be sent to Sundar (Sundar.s@olamagri.com)

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Evaluation Strategy
SUMMARY

Project Overview Evaluation Members Evaluation Criteria

A Project scope and overview D Evaluation Panel F Proposed Selection Criteria (Mandatory)
• <Context> • <Name, Title and Responsibility> Scored Pass/Fail
• … • …
<Criteria 1> Y/N
<Criteria 2> Y/N
<Criteria 3> Y/N

B Procurement evaluation objectives E Steering Committee & Other Governance G Proposed Selection Criteria (Weighted)
• <Describe the need as an outcome rather • <Name, Title and Responsibility> Criteria Weighting
than a specific goods or services and
(e.g. probity advice, legal advice, insurance FINANCIAL
summarize the key deliverables and
advice)
outcomes>
Lump sum Price / Whole of Life Cost %
• …
*Delete section if not applicable NON_FINANCIAL
<Criteria 1> %
<Criteria 2> %

C Indicative schedule of activities H Scoring System

<Mandatory Evaluation Criteria Assessment>
Rating Score
<Weighted Evaluation Criteria - Individual
Scoring> <Description> 0-1
<Weighted Evaluation Criteria - Consensus 2
Scoring>
<Risk Assessment> 3

<Reference Checks> 4
<RFA> 5
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 Guidelines
Evaluation Panel Members details • An Evaluation Panel is ad-hoc, not permanent and should
be based on the sourcing activity being evaluated as per
the competency, skills and knowledge requirements.
EVALUATION PANEL

The evaluation panel has been formed to evaluate all responses and make recommendations for [#Project Name]. The evaluation panel comprises of:

Role Responsibility
(Chairperson, Procurement Delegate, Panel (Probity, technical expertise, clerical support,
Name Position Member) legal advice, financial assessment /modelling)

The following steering committee or other governance names and positions are involved in the evaluation process:

Name Position

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 Guideline:

Recommended Evaluation Criteria • All main evaluation criteria must add up to 100% weighting
• All value driver sub-criteria under each main evaluation criteria must add up to
100% weighting
EVALUATION CRITERIA & WEIGHTING • Ensure that the criteria are not discriminatory and that all suppliers have a fair and
equal opportunity to meet the criteria
Mandatory criteria
Criteria 1
Criteria 2
Criteria 3
Criteria 4…

Weighted criteria - price Weighting

Whole-of-Life Cost Percentage %

Weighted criteria - qualitative Weighting

Percentage %
Criteria 1 Qualitative Sub-Criteria 1 (%)
Qualitative Sub-Criteria 2... (%)
Criteria 2 Qualitative Sub-Criteria 1 (%)
Qualitative Sub-Criteria 2... (%)
Total 100%

Non-weighted criteria
Criteria 1
Criteria 2…

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Recommendation and Validation to Proceed
VALIDATION

Evaluation Panel Endorsement:

 I endorse this Evaluation Strategy, inc. the methodology for evaluation, criteria and weightings;
 I have no conflicts of interest or where a conflict of interest may exist, they have sought advice;
 I will adhere to the stipulated roles and responsibilities;
 I will adhere to the evaluation procedures outlined in this Evaluation Strategy
 I will maintain strict confidentiality.

Role Name Position Signature Date

Evaluation Panel Chairperson    
Procurement Delegate

Evaluation Panel Member (Commercial)    

Evaluation Panel Member (Technical)    
<insert other roles here>

Approved by:
Role
Name

Position

Signature

Date

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