Source Selection Criteria

Define transparent bidder selection criteria and evaluation rules before bids are assessed.

This Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.

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Source Selection Criteria · Document preview — Selected page preview · DOCX

Learning

How to use this template

When you need it

Define these criteria before evaluating procurement submissions, when the team must establish how eligibility, technical compliance, rated factors, clarifications, and decision governance will support a consistent and defensible supplier selection.

What it helps you decide

They make the comparison basis explicit before offers are judged, helping evaluators distinguish mandatory requirements from preferences and avoid changing priorities simply because a particular bidder's proposal appears attractive.

How to complete it

Establish Procurement and evaluation basis and Mandatory eligibility and compliance using the actual tender requirements, identifying evidence needed to demonstrate each applicable mandatory condition.
Define Rated criteria and weighting and Clarification and comparison rules, ensuring the method compares submissions consistently and avoids rewarding the same benefit more than once.
Set Evaluation governance and Approval and version control, confirming authorized reviewers, controlled criteria, and how evaluation decisions will be recorded before submissions are assessed.

Who prepares and reviews it

The procurement lead usually coordinates technical, commercial, quality, and user representatives. Authorized procurement governance approves the criteria and evaluation roles, with relevant legal or compliance reviewers checking requirements specific to the actual procurement process.

A mistake to avoid

Adjusting weights after seeing submissions undermines consistent comparison and can make the selection rationale reflect a preferred bidder rather than the project's agreed priorities.

Illustrative example

Illustrative example: a project selects a specialist façade contractor. The criteria separate required qualifications from rated delivery methodology, relevant experience, and commercial factors. When one bidder proposes an alternative system, evaluators use the agreed clarification and comparison rules rather than inventing a new preference during scoring.

Explore the wider topic

Document contents

Procurement and evaluation basis
Mandatory eligibility and compliance
Rated criteria and weighting
Clarification and comparison rules
Evaluation governance
Approval and version control

Required inputs

Project name, location, company, document number and revision
Actual project scope, source records and responsible roles

Practical tools.
Professional judgment.

Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.