Tool 2: Evaluation Approach for Simple Procurements

You can use this tool to assess and compare multiple bids in a simple procurement. 

A simple procurement is one that is usually low risk, low cost and low complexity. An example is a wellness program that provides 1-hour yoga classes over 2 weeks: the cost is low, the risks are low and the service requirements are not complex. 

This tool outlines evaluation criteria you can use to review tenders:

1.    Capability assessment – mental health supplier qualifications and expertise
2.    Technical assessment – proposal on how to meet the statement of works (SOW) 
3.    Financial assessment – mental health support costs
4.    Capacity assessment – implementation plan and schedule
5.    Value for money – how well the proposed SOW addresses your organisation’s identified need.

It also sets out a rating scale for each element, ranging from 5 (fully meets all criteria) to 0 (does not meet criteria at all).

The tool provides step-by-step instructions and a worked example.