Proposal Evaluation Form Template for England and Wales

A Proposal Evaluation Form is a standardized document used in England and Wales for assessing and scoring submitted proposals in a systematic and transparent manner. It provides a framework for evaluators to assess proposals against predetermined criteria, ensuring compliance with public procurement regulations and maintaining fairness in the selection process. The document includes scoring matrices, evaluation criteria, and detailed assessment guidelines, facilitating objective decision-making and providing an audit trail for the evaluation process.

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What is a Proposal Evaluation Form?

The Proposal Evaluation Form is a critical document in the procurement process under English and Welsh law, designed to ensure fair, transparent, and objective assessment of proposals. This document type is essential when organizations need to evaluate competing bids or proposals systematically. The form typically includes detailed evaluation criteria, scoring methodologies, and assessment guidelines, enabling evaluators to make informed decisions while maintaining compliance with public procurement regulations. The document serves as both a working tool during the evaluation process and as an audit record of the decision-making process.

What sections should be included in a Proposal Evaluation Form?

1. Proposal Information: Basic details about the proposal including proposal reference number, submitting organization, date of submission, and contact details

2. Evaluation Criteria: Detailed breakdown of assessment criteria and their respective weightings, including minimum qualifying scores if applicable

3. Scoring Matrix: Definition of the scoring system, scoring methodology, and interpretation guidelines for each score level

4. Evaluator Information: Details of evaluation team members, their roles, responsibilities, and relevant expertise

5. Assessment Summary: Overall evaluation results, total scores, key findings, strengths, weaknesses, and final recommendations

What sections are optional to include in a Proposal Evaluation Form?

1. Technical Assessment: Detailed evaluation of technical aspects, specifications, and proposed solutions - used for proposals with significant technical components

2. Financial Assessment: In-depth evaluation of financial elements, cost analysis, and value for money assessment - used when proposal includes substantial financial considerations

3. Risk Assessment: Comprehensive evaluation of potential risks, mitigation strategies, and impact analysis - recommended for high-value or high-risk proposals

What schedules should be included in a Proposal Evaluation Form?

1. Schedule 1 - Scoring Guidelines: Detailed guidance document for evaluators explaining how to apply scoring criteria consistently

2. Schedule 2 - Evaluation Matrix Template: Standardized template for recording individual evaluations and comments

3. Schedule 3 - Conflict of Interest Declarations: Standard forms for evaluators to declare any potential conflicts of interest

4. Schedule 4 - Technical Requirements Checklist: Comprehensive checklist for evaluating technical compliance and specifications

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Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

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Download a Standard Proposal Evaluation Form

Review your own Proposal Evaluation Form

What is a Proposal Evaluation Form?

What sections should be included in a Proposal Evaluation Form?

What sections are optional to include in a Proposal Evaluation Form?

What schedules should be included in a Proposal Evaluation Form?

Authors

Alex Denne

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