Checklist for Tender Evaluation Under QCBS Contracts

 

Introduction

The Quality-Cum-Cost Based Selection (QCBS) method is one of the most widely used evaluation techniques in public procurement — especially for technical consultancy services where both quality and cost matter. This method ensures that contracts are awarded not merely to the lowest bidder but to the one offering the best combination of technical expertise and reasonable pricing.

A structured evaluation process — supported by transparent criteria and documentation — is essential for fair and auditable QCBS tendering. This article presents a comprehensive checklist for evaluating QCBS bids, accompanied by sample evaluation tables and a blank checklist template for field use.


Key Steps in QCBS Tender Evaluation

1. Pre-Evaluation Checks

✅ Confirm receipt of both technical and financial proposals in sealed envelopes
✅ Verify proposal validity (typically 90–120 days)
✅ Check for required documentation (eligibility, conflict of interest declarations, etc.)

2. Technical Evaluation

✅ Form an evaluation committee as per procurement rules
✅ Score proposals based on:

  • Firm's relevant experience

  • Methodology and work plan

  • Key personnel qualifications

  • Work scheduling and staffing

✅ Normalize scores using:

Tn=TiTmax×100T_n = \frac{T_i}{T_{\text{max}}} \times 100

✅ Shortlist only those above the minimum technical qualifying threshold (e.g., 70%)


📊 Table 1: Sample Technical Proposal Evaluation Summary

BidderExperience (20)Methodology & Work Plan (25)Key Personnel (40)Work Schedule (15)Total Technical Marks (100)Normalized Technical Score (Tn)Qualified? (Y/N)
Bidder A1822361490100.00Y
Bidder B162033128190.00Y
Bidder C141930117482.22Y
Bidder D101528861-N

3. Financial Evaluation

✅ Open only technically qualified bids
✅ Normalize prices using:

Fn=L1Li×100F_n = \frac{L_1}{L_i} \times 100

Where:

  • L1L_1 is the lowest price among qualified bidders

  • LiL_i is the price of the i-th bidder


📊 Table 2: Financial Bid Evaluation and Combined Scoring

BidderQuoted Price (INR)Financial Score (Fn)Final Score (S = Tn×0.7 + Fn×0.3)Rank
Bidder A1,200,00090.0097.001
Bidder B1,100,000100.0093.002
Bidder C1,300,00084.6285.973

4. Final Steps

✅ Prepare a comparative statement and finalize ranks
✅ Prepare an evaluation report with committee signatures
✅ Submit for approval and notify bidders


Blank Checklist Template for QCBS Tender Evaluation

A. General Information

  • Project Name: ____________________________

  • Tender No.: ____________________________

  • Proposal Opening Date: ___________________

  • Committee Members: ______________________


B. Pre-Evaluation

ItemYes/NoRemarks
Technical and financial bids separate
Proposal validity checked
All required documents submitted
Conflict of interest/self-declaration
Eligibility criteria met

C. Technical Evaluation

CriteriaMax MarksBidder ABidder BBidder C
Firm Experience20
Methodology & Work Plan25
Key Personnel40
Work Plan & Schedule15
Total Technical Score100
Normalized Technical Score

D. Financial Evaluation

BidderQuoted Price (INR)Financial Score (Fn)Final Score (70:30)Rank
Bidder A
Bidder B
Bidder C

Conclusion

This integrated approach to QCBS tender evaluation — from pre-qualification through final scoring — ensures a transparent, equitable, and efficient selection process. Committees should keep these tables and checklist as a standard part of every QCBS tender package to ensure that the highest-quality, most cost-effective consultants are selected.

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