Proposal Evaluation Form for South Africa

Proposal Evaluation Form Template for South Africa

A standardized document used in South African procurement processes to evaluate and score proposals or bids in a systematic and compliant manner. This form incorporates the requirements of South African procurement legislation, including the Public Finance Management Act and the Preferential Procurement Policy Framework Act, ensuring fair, transparent, and objective evaluation of technical capabilities, financial offerings, and B-BBEE compliance. It provides a structured methodology for assessment, scoring, and documentation of the evaluation process, supporting defensible procurement decisions.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Proposal Evaluation Form

Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc

What is a Proposal Evaluation Form?

The Proposal Evaluation Form is a critical document in South African procurement processes, designed to facilitate objective and transparent evaluation of bids or proposals. It is primarily used during the bid evaluation phase of procurement, whether for goods, services, or works. The document ensures compliance with South African procurement legislation, including the PFMA, PPPFA, and B-BBEE requirements, while providing a structured framework for evaluating technical competency, financial viability, and preference points. The form includes comprehensive scoring matrices, compliance checklists, and clear documentation requirements to support fair and defensible procurement decisions. It is particularly important in public sector procurement but is also valuable for private sector organizations seeking to maintain transparent and objective evaluation processes.

What sections should be included in a Proposal Evaluation Form?

1. Proposal Details: Basic information about the proposal being evaluated, including reference numbers, supplier details, and submission date

2. Evaluation Committee Details: Names and positions of evaluation committee members, declaration of interests

3. Compliance Checklist: Verification of mandatory submission requirements and documentation

4. Technical Evaluation Criteria: Detailed scoring matrix for technical aspects of the proposal with weighted scores

5. Financial Evaluation: Assessment of pricing, financial viability, and value for money considerations

6. B-BBEE Evaluation: Scoring according to B-BBEE status level and preference points system

7. Risk Assessment: Evaluation of potential risks associated with the proposal

8. Total Scoring Summary: Compilation of all scores and final ranking calculation

9. Recommendation: Committee's final recommendation based on the evaluation results

10. Declaration and Signatures: Formal declarations by evaluation committee members and their signatures

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

1. Site Visit Assessment: Used when physical inspection or site visits are part of the evaluation process

2. Previous Performance Review: Include when evaluating suppliers who have worked with the organization before

3. Local Content Evaluation: Required for proposals where local content requirements apply

4. Innovation Assessment: Optional section for evaluating innovative solutions or methodologies proposed

5. Environmental Impact Assessment: Include when environmental considerations are part of the evaluation criteria

6. Subcontractor Evaluation: Used when significant subcontracting is involved in the proposal

What schedules should be included in a Proposal Evaluation Form?

1. Appendix A - Detailed Scoring Guidelines: Comprehensive guidelines for scoring each criterion

2. Appendix B - Technical Evaluation Worksheets: Detailed worksheets for technical scoring calculations

3. Appendix C - Financial Evaluation Templates: Templates for detailed financial analysis and calculations

4. Appendix D - B-BBEE Scoring Matrix: Detailed B-BBEE scoring guidelines and calculations

5. Appendix E - Risk Assessment Matrix: Detailed risk evaluation criteria and scoring guidelines

6. Appendix F - Declaration of Interest Forms: Standard forms for declaring any conflicts of interest

7. Schedule 1 - Mandatory Documents Checklist: Detailed checklist of all required documentation

8. Schedule 2 - Evaluation Committee Code of Conduct: Guidelines for ethical conduct during evaluation

Authors

Alex Denne

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

Jurisdiction

South Africa

Publisher

Genie AI

Document Type

Evaluation Form

Cost

Free to use
Relevant legal definitions
Clauses
Relevant Industries

Government and Public Sector

State-Owned Enterprises

Construction and Infrastructure

Information Technology

Professional Services

Manufacturing

Healthcare

Education

Transportation and Logistics

Mining and Resources

Financial Services

Telecommunications

Relevant Teams

Procurement

Supply Chain Management

Bid Evaluation Committee

Technical Evaluation

Finance

Risk and Compliance

Internal Audit

Operations

Legal

Project Management Office

Relevant Roles

Procurement Manager

Supply Chain Manager

Bid Committee Member

Technical Specialist

Financial Manager

Compliance Officer

Risk Manager

Project Manager

Contract Manager

B-BBEE Specialist

Internal Auditor

Chief Financial Officer

Operations Manager

Category Manager

Sourcing Specialist

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Evaluation Sheet For Presentation

A South African-compliant structured evaluation tool for assessing presentations in professional and academic settings, incorporating comprehensive assessment criteria and feedback mechanisms.

find out more

Customer Evaluation Form

A POPIA-compliant Customer Evaluation Form for South African businesses to gather and assess customer feedback while maintaining legal data protection standards.

find out more

Call Monitoring Evaluation Form

A South African-compliant evaluation tool for assessing call center interactions, ensuring quality standards and regulatory compliance.

find out more

30 Day Employee Evaluation

A South African law-compliant 30-day employee evaluation form for assessing new hire performance and making continued employment decisions.

find out more

Self Evaluation Form For Receptionist

A South African-compliant self-evaluation form for receptionists to assess their performance and professional development needs.

find out more

Bonus Evaluation

A South African law-governed document establishing the framework and criteria for employee bonus evaluations and determinations.

find out more

Website Evaluation

A South African law-governed contract for professional website evaluation services, ensuring compliance with ECTA and POPIA requirements.

find out more

Skills Evaluation

A South African law-governed agreement for conducting formal skills evaluations, aligned with SAQA requirements and national qualification frameworks.

find out more

Product Evaluation Form

A standardized South African document for conducting and recording product assessments against regulatory requirements and quality standards.

find out more

Service Evaluation

A South African-compliant agreement framework for conducting structured service evaluations and performance assessments.

find out more

Employee Annual Review

A South African law-compliant document for conducting and recording annual employee performance evaluations, including performance assessment, goal-setting, and development planning.

find out more

Annual Review Letter

A South African employment document that formally communicates annual performance review outcomes and resulting changes to employment terms and compensation.

find out more

Company Evaluation

A South African law-governed agreement for professional company evaluation services, outlining evaluation scope, methodology, and deliverables.

find out more

Nonprofit Executive Director Performance Evaluation

A South African-compliant performance evaluation framework for assessing nonprofit Executive Directors' effectiveness and leadership capabilities.

find out more

Employee Appraisal

South African-compliant employee performance appraisal document for formal evaluation of employee performance and development planning.

find out more

Summer Camp Feedback Form

A POPIA-compliant feedback form for South African summer camps, designed to collect structured assessment from participants and guardians.

find out more

Student Performance Evaluation

A South African law-compliant document outlining the framework and criteria for student performance evaluation in educational institutions.

find out more

Evaluation Letter For Student

A formal South African educational document assessing student performance and progress, compliant with national education and privacy laws.

find out more

Software Feedback Form

A POPIA-compliant Software Feedback Form for use in South Africa, enabling structured collection of software user feedback while protecting all parties' rights.

find out more

Personal Trainer Evaluation Form

A South African-compliant evaluation form for assessing personal trainer performance, competency, and professional standards in fitness facilities.

find out more

Care Worker Appraisal

A South African-compliant performance appraisal document for evaluating care worker competencies and setting development goals.

find out more

Vendor Performance Evaluation

A South African law-governed document that establishes the framework and criteria for systematic vendor performance evaluation and management.

find out more

Team Member Evaluation Form

A South African law-compliant performance evaluation form for structured assessment of employee performance and development needs.

find out more

Board Self Evaluation

A South African corporate governance document providing framework and methodology for Board of Directors' self-evaluation, aligned with local legislation and King IV Report.

find out more

Performance Appraisal

A South African law-compliant performance evaluation document for structured employee assessment and development planning.

find out more

Teacher Evaluation Form Word Document

A South African-compliant teacher evaluation form for assessing educator performance and development in accordance with IQMS requirements.

find out more

Teacher Assessment Form For Students

A South African-compliant standardized form for teachers to assess and document student performance, progress, and development in educational institutions.

find out more

Team Feedback Form

A South African law-compliant performance evaluation document for structured employee feedback and development tracking.

find out more

Food Tasting Feedback Form

A South African-compliant feedback form for food tasting sessions, incorporating consumer protection, data privacy, and food safety requirements.

find out more

Department Evaluation

A legal framework for conducting department evaluations in South Africa, ensuring compliance with local legislation while providing structured assessment guidelines.

find out more

Customer Feedback Questionnaire Form

A POPIA-compliant Customer Feedback Questionnaire Form for collecting and processing customer feedback in South Africa.

find out more

Construction Project Evaluation

A South African legal document for comprehensive evaluation of construction projects, assessing compliance, performance, and success factors under local construction laws and CIDB regulations.

find out more

Leadership Evaluation

A comprehensive leadership evaluation framework compliant with South African employment and labor laws, designed for assessing leadership capabilities and performance.

find out more

Health And Safety Performance Review

A comprehensive evaluation document for organizational health and safety performance and compliance under South African safety regulations.

find out more

Project Evaluation Form

A South African regulatory-compliant document for comprehensive project assessment and evaluation across multiple criteria.

find out more

Quarterly Appraisal

A South African law-compliant quarterly performance evaluation document for structured employee assessment and development planning.

find out more

Product Assessment

A South African law-compliant agreement for conducting formal product assessments, testing, and certification processes in accordance with SABS standards.

find out more

Sales Performance Evaluation

A comprehensive sales performance evaluation framework compliant with South African labor laws, providing structured criteria for assessing sales personnel effectiveness.

find out more

Manager Appraisal Form

A South African-compliant performance evaluation form for assessing managerial effectiveness, aligned with local labor laws and organizational development requirements.

find out more

Performance Evaluation Report

A South African compliant document for formal assessment and documentation of employee performance against set criteria, aligned with local labor laws and regulations.

find out more
See more related templates

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it

2 Docs LeftAccess Now