Technical Evaluation Process, Challenges and strategies
Transcription
Technical Evaluation Process, Challenges and strategies
UNIVERSITY OF NAIROBI SENSITIZATION TRAINING FOR STAFF INVOLVED IN TECHNICAL EVALUATION HELD ON TUESDAY, APRIL 28TH, 2015 AT THE CENTRAL CATERING UNIT (CCU) University of Nairobi ISO 9001:2008 1 Certified http://www.uonbi.ac.ke TOPIC: TECHNICAL EVALUATION PROCESS, CHALLENGES AND STRATEGIES. PRESENTER: University of Nairobi JOSEPH M.K. MOKAYA PROCUREMENT MANAGER ISO 9001:2008 2 Certified http://www.uonbi.ac.ke INTRODUCTION Technical Evaluation is a mandatory process for all tenders/bids whose value is above Kshs.500,000.00 (Regulation 2006 (16). This means that no agenda can be tabled before the Tender Committee (except Direct Procurement) without an evaluation report. University of Nairobi ISO 9001:2008 3 Certified http://www.uonbi.ac.ke EVALUATION PROCESS The evaluation process is fairly straight forward: i. Preliminary assessment ii. Mandatory criteria assessment and confirmation iii. Technical and capability evaluation iv. Financial assessment v. Site visit/due diligence confirmation vi. Price comparison vii. Recommendation viii. Affirmation and signing report University of Nairobi ISO 9001:2008 4 Certified http://www.uonbi.ac.ke Depending on how the above processes are approached and handled the evaluation can turn out to be complicated, messy and selfincriminating. It is for this reason that we are no longer keen on site visits. We favour “Due Diligence”. University of Nairobi ISO 9001:2008 5 Certified http://www.uonbi.ac.ke i) PRELIMINARY ASSESSMENT Sorting out and collating bid documents against tender opening minutes. Checking conformity to tender in question (responsiveness) Checking for arithmetic errors (Public Procurement & Disposal Act, 2005 (63) University of Nairobi ISO 9001:2008 6 Certified http://www.uonbi.ac.ke In case of errors, the bidder must be requested to concur or reject thereby being eliminated (in case of rejection of the error). The practice in the University is that communication to suppliers is done by the Procurement Manager. The bid may also be disqualified at this stage if found not to be responsive to the tender in question. University of Nairobi ISO 9001:2008 7 Certified http://www.uonbi.ac.ke ii) MANDATORY CRITERIA A bidder who fails to meet any of the criterion specified in the tender document is automatically disqualified. The committee is not allowed to include any other criteria in this stage however compelling it finds it. The criteria for which a firm has been disqualified must be indicated clearly in the report. University of Nairobi ISO 9001:2008 8 Certified http://www.uonbi.ac.ke iii) TECHNICAL AND CAPABILITY ASSESSMENT Conformity to the technical specification is ascertained. Here the user and technical expert opinion is key. University of Nairobi ISO 9001:2008 9 Certified http://www.uonbi.ac.ke Some Technical Specifications have tolerance level while others must be met 100% for the item/equipment to function. This must be indicated in the specifications which suppliers are given in the tender document. If this is not indicated in the tender and hence technical evaluation report can be challenged. University of Nairobi ISO 9001:2008 10 Certified http://www.uonbi.ac.ke The technical capability of the supplier, may also be checked – equipment, staff, experience, similar projects carried out (we had a big challenge in the UON Towers on this). It is good practice to include the required level of capabilities and experiences to avoid doubt and frivolous petitions. University of Nairobi ISO 9001:2008 11 Certified http://www.uonbi.ac.ke iv) FINANCIAL ASSESSMENT This is normally guided by Finance (qualified accountants). We rely on 3 years audited accounts to derive financial ratios and solvency. Sometimes we require transacted business in a financial year (Insurance Kshs.500,000,000.00). For Youth, Women and People with Disability we require six (6) months bank statement. University of Nairobi ISO 9001:2008 12 Certified http://www.uonbi.ac.ke v) SITE VISITS/DUE DILIGENCE We are of the view that site visits have not been very useful. We now seem to favour Due Diligence confidential information. However, when carried out professionally site visits are useful. University of Nairobi ISO 9001:2008 13 Certified http://www.uonbi.ac.ke vi) PRICE COMPARISON The committee may do the price analysis and prepare comparison schedule. University of Nairobi ISO 9001:2008 14 Certified http://www.uonbi.ac.ke vii) RECOMMENDATION The Committee will be required to make specific recommendation to the Tender Committee. It may recommend one bidder among those found qualified, normally the lowest evaluated bidder. The Committee may opt to recommend all the qualified firms from which price comparison schedule will be worked out. University of Nairobi ISO 9001:2008 15 Certified http://www.uonbi.ac.ke viii) AFFIRMATION AND SIGNING OF THE REPORT Members of the Committee should make declaration that the report is theirs and contents are true and can be relied on to make a decision. All members of the committee individually sign the report to take responsibility. The above constitutes the summary of the process of technical evaluation. University of Nairobi ISO 9001:2008 16 Certified http://www.uonbi.ac.ke CHALLENGES A few of the challenges experienced include: i. Delay ii. Setting of cut-off marks 70%, higher or below iii. Contradicting positions and bias iv. Attempt to influence report by suppliers – high stake tenders University of Nairobi ISO 9001:2008 17 Certified http://www.uonbi.ac.ke WAY FORWARD i. ii. iii. iv. Greater dedication to evaluation Timely reports Professionalism Tender evaluation part of PC. University of Nairobi ISO 9001:2008 18 Certified http://www.uonbi.ac.ke CONCLUSION We look forward to quality timely reports. THANK YOU University of Nairobi ISO 9001:2008 19 Certified http://www.uonbi.ac.ke