PE to TE PE to TE Technical evaluation Technical evaluation edure - - PowerPoint PPT Presentation

PE to TE PE to TE

Technical evaluation Technical evaluation

i

(i) The bid shall comprise a single

edure

i

(i) The bid shall comprise a single package containing two separate envelopes.

e proce

Each envelope shall contain separately the financial proposal and the

nvelope

ii

technical proposal; (ii)the envelopes shall be marked as

two en

ii

( ) p “FINANCIAL PROPOSAL” and “TECHNICAL PROPOSAL” in bold and legible letters to avoid confusion;

e stage

iii

legible letters to avoid confusion; (iii)initially, only the envelope marked “TECHNICAL PROPOSAL” shall be

b)Single

iii

TECHNICAL PROPOSAL shall be

• pened;

(b

edure

iv

(iv)the envelope marked as “FINANCIAL PROPOSAL” shall be retained in the

e proce

iv

PROPOSAL shall be retained in the custody of the procuring agency without being opened;

nvelope

v

(v)the procuring agency shall evaluate the technical proposal in a manner prescribed

two en

in advance, without reference to the price and reject any proposal which does not conform to

e stage

any proposal which does not conform to the specified requirements;

b)Single (b

edure

vi

(vi)during the technical evaluation no amendments in the technical proposal

e proce

vi

amendments in the technical proposal shall be permitted;

nvelope

vii

(vii)the financial proposals of bids shall be

• pened publicly

two en

at a time, date and venue announced and communicated to the bidders in advance;

e stage

communicated to the bidders in advance;

b)Single (b

iii

(viii)after the evaluation and approval

edure

viii

(viii)after the evaluation and approval

• f the technical proposal the procuring

agency,

e proce

shall at a time within the bid validity period, publicly open the financial proposals of the technically accepted

nvelope

proposals of the technically accepted bids only. The financial proposal of bids found

two en

The financial proposal of bids found technically non‐responsive shall be returned un‐opened to the respective bidders; and

e stage

ix

bidders; and (ix)the bid found to be the lowest evaluated bid shall be accepted

b)Single

ix

evaluated bid shall be accepted.

(b

Ev Evaluation & aluation & Com Comparison of Bids arison of Bids

• The Procuring Agency shall evaluate and compare the

The Procuring Agency shall evaluate and compare the bids, which have been determined to be substantially responsive.

• The Procuring Agency’s evaluation of technical

proposal / bid shall be on the basis of previous proposal / bid shall be on the basis of previous performances, previous test reports, inspection of plant/ factory / premises (if not previously conducted), i i fi i l d d h previous experience, financial soundness and such

• ther details as the Procuring Agency, at its discretion,

may consider appropriate, shall be considered.

• However, the evaluation of financial proposal shall be

th b i f i i l i f ili t d

• n the basis of price inclusive of prevailing taxes and

duties in pursuant to instruction to bidders and bid Security.

• All bids shall be evaluated in

accordance with the evaluation criteria and other terms & conditions set forth in these bidding documents.

• A bid once opened in accordance with

th ib d d h ll b the prescribed procedure shall be subject to only those rules, regulations and policies that are in force at the and policies that are in force at the time of issue of notice for invitation of bids.

Leas Least Cos t Cost Method Method

Example (PESSI) The following merit point system for g p y weighing evaluation factors/ criteria can be applied for the TECHNICAL PROPOSALS. The number of points allocated to p each factor shall be specified in the Evaluation Report.

1 Physical report 15 i. Complies with Official Books (BP/USP 03 i. p ( / etc)/Complies with manufacturer’s Spec i. Quality of Printing, Packing / Packaging & Labeling 10 Q y g, g / g g g Material i. Submission

• f

complete Drug Specification 02 p g p proforma 2 Length of registration of relevant product from 10 Ministry of Health. i. 1 – 10 years (1 mark for each year) 1- 10 3 Past Performance of bidder with PESSI. (Last 2 20 years) i. Execution of Supply Order 100% 10

3 Past Performance of bidder with PESSI. (Last 2 years) 2 y ) i. Execution of Supply Order 100% 1 Execution of Supply Order 50% 5 Execution of Supply Order more than 50% and less 8 than 100% Execution of Supply Order 100% 1 i. Compliance to Supply Order from PESSI outlets 1 Execution of Supply Order 50% 5 Execution of Supply Order more than 50% and less 8 pp y than 100%

Execution of Supply Order 100% 10 4 Financial Position/status. 10 i. Income Tax return/any other proof of Income Tax id f l t t 05 paid for last two years. ii. Financial Bank soundness certificate up to 10 million. 02 Financial Bank soundness certificate up to 20 million. 05 5 Market availability of the quoted item at Head 25 y q Offices of Leading Chain Pharmacies for last one year (Fazal Din, Servaid, Clinix and Green Plus). i. Availability of quoted item at two Pharmacies 15 i. Availability of quoted item at two Pharmacies 15 ii. Availability of quoted item at three Pharmacies 20 iii. Availability of quoted item at Four Pharmacies 25 6 Percentage

• f

dosage forms approved by prequalification team. 10 i Less than 50% 03 i. Less than 50% 03 ii. More than 50% / Less than 100% 05 Iii 100% 10

7 Quality Certificates. 10 i. ISO certification of SOP’s 02 ii G C ifi i i d b i i f l h 08 ii. GMP Certification issued by Ministry of Health. 08 Total:- 100

• Anticancer Medicines shall be evaluated under Clause-5 as

following details:-

Quality and Cost Based Method Example BCGP Evaluation Criteria Evaluation will be based on quality and cost based method 80% marks and cost based method. 80% marks will be given to technical evaluation and 20% marks will be for financial and 20% marks will be for financial

• evaluation. The criteria and scoring
• f technical evaluation will be as
• f technical evaluation will be as

under;

Scope of Work The consultant will be responsible for carrying out all necessary activities related to consultancy and training in procurement carried

• ut by BCGP.

The consultant will undertake the following tasks:

• In house training for the BCGP employees regarding PPRA Rules
• In house training for the BCGP employees regarding PPRA Rules.
• The consultant will be responsible to successfully conduct all

training activities related to procurement and PPRA rules as and when required by BCGP;

• Develop Training Module and get it approved before execution.
• Design the training package including methodologies procedures
• Design the training package, including methodologies, procedures

and modality for effective training related to PPRA rules and procurement procedures.

• Preparation of standard operating procedures for BCGP for

procurement of goods works and services including consultancy services.

• Preparation and vetting of bidding documents.

p g g

• Correspondence with National Accountability Bureau (NAB).
• Consultancy in National and International bids.
• Clarifying queries of suppliers/firms regarding bids and pre‐

bid meetings.

• Assisting in technical evaluation of bids.
• Additional services regarding procurement
• Additional services regarding procurement.

No. Criteria Marks

1. Experience as trainer

30 i Five to Ten Workshops/Training Sessions / l 10

• n Procurement/PPRA Rules

ii Eleven to Twenty Workshops/Training 10 y p g Sessions on Procurement/PPRA Rules iii Twenty one and above 10 iii Twenty one and above Workshops/Training Sessions on Procurement/PPRA Rules 10 / Total 30

No. Criteria Marks

2 Experience of preparing

20

Training Manual/Handbook

i Experience of preparing at least one 10 i Experience of preparing at least one Handbook/ Training Manual on Procurement. 10 ii Experience of preparing two or more Handbooks/ Training Manuals on 10 g Procurement. Total 20

No. Criteria Marks 3

Experience of preparing

20

SOPs for Procurement

i Experience of preparing at least one 10 i Experience of preparing at least one SOPs for Procurement 10 ii Experience of preparing two or more SOPs for Procurement 10 Total 20

No. Criteria Marks

4 Experience of Consultancy Projects in Procurement

30 i One to Two Consultancy Projects in Procurement 10 ii Three and more Consultancy Project in Procurement 10 iii General experience in Procurement / Publications etc. 10 Total 30 Grand Total 100

Financial scoring

Financial scores will be awarded using the method given below; the lowest priced proposal will be given a financial p p p g score of 100 all other proposals will be given a financial score proportionate to this, using the formula

Sf = 100 x Fm/F,

in which Sf denotes the financial score of the proposal under consideration; under consideration; Fm is the price of the lowest price proposal; F denotes the price of the proposal under id ti consideration.

For example, if prices were as follows: Proposal A Proposal B Proposal C Proposal A Proposal B Proposal C

• Rs. 500,000
• Rs. 450,000
• Rs. 600,000
• Proposal B has the lowest price and would be awarded 100 points.
• The formula would be applied to Proposal A as follows: 100 x 450,000/500,000 = 90

e o u a

• u d be app ed to
• posa

as o o s 00 50,000/500,000 90 points.

• The formula would be applied to Proposal C as follows: 100 x 450,000/600,000 = 75

points.

Weighting Scores to Calculate the ighting Scores to Calculate the Total Score l Score Total Score l Score

To determine the weighted scores, the actual technical and financial scores will be actual technical and financial scores will be multiplied by the percentage weights stated as stated above. stated as stated abo e To determine the total score, the weight of technical and financial scores will be added together. The example in the table below shows the technical and financial scores received by a proposal, the weights stated in the RFP document the calculation required the document, the calculation required, the weighted scores and the total score:

Original Scores Weight in RFP document Calculation Weighted Scores Technical 75 80% 75 x 80/100 60 Technical 75 80% 75 x 80/100 60 Financial 85 20% 85 x 20/100 17 Total 100% 77

Example

Type of Assignment Specific Experience

• f the Firm

Work Plan/ Methodology Competence

• f Key‐

Personnel Suitability for Training (when Training is part This page contains a video element and is optimized to work with PowerPoint 2010 or newer.

• f Assignment)

1 Pre investment 10 30 55 5

• 1. Pre‐investment

10 30 55 5

• 2. Preparation

Design, Tender Documents, 35 30 30 5 , Pre‐qualification, Tendering Award

• 3. Supervision
• f

Construction etc. 5 20 70 5

• 4. Training

10 10 80 ‐ All Four Phases Listed 10 25 60 5 above part

• f

Assignment

• Total Points= 100

The different values for the four items reflect varying degrees of importance that the Firms’ experience and the proposed personnel have for experience and the proposed personnel have for assignment where,

• the Firm’s accumulated experience counts

(as in civil engineering design) (as in civil engineering design),

• training, where success will depend

principally on the actual Trainers.

• Experience of the Firm is normally assigned

less weightage than the other two categories, because the Client has already g , y taken into consideration this aspect at the time of selection for pre‐qualification/short listing of the Firms for issuance of Requests g q for Proposals.

Fi Fi i l E E l ti ti Fi Financ nancial E l Eva valua uati tion

• n

(a) Correction Correction for Error for Errors ( ) The methodology for correction of computational errors is described in computational errors is described in the ITB. The corrections are considered The corrections are considered binding on the bidder. U l l ti th t Unusual or large corrections that could affect the comparative ranking f bid h ld b l i d i

• f bids should be explained in

footnotes.

Correction of Errors Correction of Errors

Errors will be corrected by the Employer as follows: (a) where there is a discrepancy between the amounts in figures and in words, the amount in

• rds

ill o ern and in words will govern; and (b) where there is a discrepancy between the ( ) p y unit rate and the line item total resulting from multiplying the unit rate by the quantity, the unit rate as quoted will govern, g unless in the opinion of the Employer there is an obviously gross misplacement of the decimal point in the unit rate, in which case the line item total as quoted will govern and the unit rate will be corrected.

The amount stated in the Form of Bid will be adjusted by the Employer Bid will be adjusted by the Employer in accordance with the above procedure for the correction of procedure for the correction of errors and with the concurrence of the bidder, shall be considered as the bidder, shall be considered as binding upon the bidder. If the bidder does not accept the t d Bid P i hi Bid ill b corrected Bid Price, his Bid will be rejected, and the Bid Security shall b f f it d be forfeited .

(b) Correction Correction for Pro for Provisional isional Sums ums ( )

Bids may contain provisional sums set by the Employer/Engineer for y p y / g contingencies or for nominated subcontractors, etc. As these sums are the same for all bids, they should be subtracted from the read out prices to allow for a proper comparison of bids in subsequent steps.

(c) Modifications Modifications and and Discounts Discounts ( )

In accordance with the ITB, bidders are allowed to submit, prior to bid , p

• pening, modifications to their original

bid. The impact of modifications should be fully reflected in the examination and evaluation of the bids. These modifications may include either y increases or discounts to the bid amounts that reflect last‐minute business decisions.

Accordingly, the original bid prices should be modified at this point in the p evaluation. Discounts offered in accordance with the ITB that are conditional on the simultaneous award to the same bidder of other contracts (cross‐ discounts) shall not be incorporated until the completion of evaluation of

• ther contracts.

The effect of unconditional discounts (or alternatively, increases) should be ( y, ) shown as in the table. Any discount expressed in percent y p p must be applied to the appropriate base specified in the bid . Employer may reserve the right to consider the cross discounts.

(d) ) Additions dditions ( ) ( )

Omissions to the bid should be compensated for by adding the p y g estimated costs for remedying the deficiency. Where items missing in some bids are present in others, average of the quoted prices could be used to compare competitors’ bids.

The cost determined should be expressed in the evaluation currency p y and shown in table.

(e) ) Adjustments ustments ( ) ( ) j

The ITB specifies which of the factors will be taken into account for adjustments of bid price in the bid evaluation. The methodology used in evaluation of these factors should be precisely described in the bid evaluation report and should be fully consistent with the ITB provisions.

Bonuses or additional credits that reduce the evaluated bid price will not p be considered in the bid evaluation for features that exceed the requirements stated in the bidding documents, unless specifically provided for in the ITB. The value of adjustments will be expressed in terms of cost, for all works contracts, and should be shown bl in table.

(f) ) Minor Minor De Deviations viations ( ) ( )

As discussed bids with minor deviations may be considered y substantially responsive if their further consideration assigns a monetary cost

• r adjustment to the bid for the

purpose of bid comparison:‐

(i) Requests for deviations that are expressed by the bidder in vague p y g terms, such as “we would like an increase in the amount of mobilization advance” or “we wish to discuss changes in the completion schedule” should ordinarily be ignored in bid evaluation (if the same is withdrawn b h bidd b by the bidder upon subsequent clarifications)

provided that the same do not affect the relevant ranking of the bidder, but g , shall be considered deviation if adjustment procedure for late completion or such other items are mentioned in Evaluation Criteria. Also a categorical statement by the bidders taking exception to a requirement in the bidding documents should be treated as a deviation.

(ii) If a bid requires a faster payment than specified in the bidding p g documents, then adjustment should be based on the prospective benefit to the bidder.

(iii) If a bid provides for a completion that is beyond the date specified in the y p bidding documents but that is nonetheless technically acceptable to the executing agency, the time advantage given should be assessed and a penalty specified in the light of the ITB or, if one is not provided, it h ld b b d h f should be based on the rate of liquidated damages specified in the bidding documents bidding documents.

CORRECTIONS AND UNCONDITIONAL DISCOUNTS

Read-Out Bid Price(s) Corrections Corrected Bid Price(s) Unconditional Discounts 2 Corrected/ Discounted Bid Bidder (a) ( ) (f)=[(c)+(d)]-(e) Price(s) (i) = (f) - (h) Amount (b) Currency(ies) (if FE also demanded) (c) Computational Errors 1 (d) Provisional Sums (e) Percent (g) Amount (h) etc. Note: Only bids accepted as a result of preliminary examination (Table 5, column g) should be included in this and subsequent tables. Columns a, b and c in this table correspond to columns a, c and d respectively of table-4. 1 Correction in column d may be positive or negative (negative should be shown in 1. Correction in column d may be positive or negative (negative should be shown in parenthesis). 2. If the discount is offered as a percent, column h is normally the product of the amounts f and g . If the discount is provided as an amount, it is entered directly in column h.

ADDITIONS, ADJUSTMENTS AND PRICED DEVIATIONS

Bidder (a) Corrected/Di scounted Bid Price Addition s1 Adjustmen ts1 Priced Deviations1 Total Price (f) = (b) + (c) + (b) (c) (d) (e) (d) + (e) etc etc.