Evaluation Criteria—Template

Instructions to Departmental Users

This Appendix is only provided as a Sample to assist Contracting Authorities in the formulation of an evaluation approach and criteria.

In order to facilitate the evaluation of your proposal, you are requested to address and present topics in the order of mandatory requirements and in the order of the evaluation criteria, under the same headings. To avoid duplication, you may refer to different sections of your proposal, by identifying specific paragraph and page number, when the subject topic has already been addressed. The proposal will be evaluated solely on its contents. No changes will be accepted following the bid closing date and time. The Contracting Authority may invoke its rights as detailed in Part II, Rights Of Canada, at its own discretion.

Mandatory Evaluation Criteria

Mandatory requirements identify at the outset the minimum requirements for bids to be considered. This allows bidders to identify those requirements for which they can bid, and permits the evaluation team to objectively screen bidders which do not have the necessary competence and capability for undertaking the Work.

Mandatory requirements are evaluated on a simple pass/fail basis. The treatment of mandatory requirements in any procurement process is very stringent. This is usually conveyed to prospective Bidders in the bid solicitation document by inserting provisions which clearly indicate that failure to meet any of the mandatory criteria will render the bid non-compliant and that it will be given no further consideration. For this reason mandatory criteria should be kept to a minimum and restricted to essential elements and capabilities of the bidders, needed to do the work. Mandatory criteria are expressed by using imperative verbs such as 'shall', 'must' and 'will'. Mandatory requirements are not rated and therefore need to be separated from point rated requirements. They must never be changed or relaxed in any way after bid closing.

Examples of Mandatory Evaluation Criteria

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