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SC-B5 Colloquium Calgary 200 CIGRE SC B5 COLLOQUIUM CALGARY CIGRE SC B5 COLLOQUIUM CALGARY Contribution to PS2 – Q#2 Contribution to PS2 – Q#2 What are the experiences in What are the experiences in utilities with the tender evaluation utilities with the tender evaluation process ? process ? Are structured and formalized Are structured and formalized processes used ? processes used ? Florin Balasiu, Transelect Florin Balasiu, Transelect Romania Romania

SC-B5 Colloquium Calgary 2005 CIGRE SC B5 COLLOQUIUM CALGARY Contribution to PS2 – Q#2 Contribution to PS2 – Q#2 What are the experiences in utilities

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Page 1: SC-B5 Colloquium Calgary 2005 CIGRE SC B5 COLLOQUIUM CALGARY Contribution to PS2 – Q#2 Contribution to PS2 – Q#2 What are the experiences in utilities

SC-B5 Colloquium Calgary 2005

CIGRE SC B5 COLLOQUIUM CALGARYCIGRE SC B5 COLLOQUIUM CALGARY

Contribution to PS2 – Q#2 Contribution to PS2 – Q#2

What are the experiences in utilities with the tender What are the experiences in utilities with the tender

evaluation process ?evaluation process ?

Are structured and formalized processes used ?Are structured and formalized processes used ?

CIGRE SC B5 COLLOQUIUM CALGARYCIGRE SC B5 COLLOQUIUM CALGARY

Contribution to PS2 – Q#2 Contribution to PS2 – Q#2

What are the experiences in utilities with the tender What are the experiences in utilities with the tender

evaluation process ?evaluation process ?

Are structured and formalized processes used ?Are structured and formalized processes used ?

Florin Balasiu, TranselectricaFlorin Balasiu, TranselectricaRomaniaRomania

Page 2: SC-B5 Colloquium Calgary 2005 CIGRE SC B5 COLLOQUIUM CALGARY Contribution to PS2 – Q#2 Contribution to PS2 – Q#2 What are the experiences in utilities

SC-B5 Colloquium Calgary 2005

Examination of bids• meet eligibility requirements• properly signed• fulfil the required securities• are substantially responsive

Evaluation and comparison of bids

Determine the cost to the Borrower of each bid in a manner that permits a

comparison on the basis of their evaluated cost

Tender evaluation process

Page 3: SC-B5 Colloquium Calgary 2005 CIGRE SC B5 COLLOQUIUM CALGARY Contribution to PS2 – Q#2 Contribution to PS2 – Q#2 What are the experiences in utilities

SC-B5 Colloquium Calgary 2005

Steps for the tender evaluation process

• Check the fulfilment of mandatory technical requirements; cross-check the

references and the additional documentations

• Check the offered solution for optional requirements and compare each bid

• Ask for clarifications – clear questions focused on functionality and

performance contribute to proper understanding of the offer

• Evaluate the overall technical proposal based again on functionality and

fulfilment and performance; decide penalties for deviations

Tender evaluation process (1)

Page 4: SC-B5 Colloquium Calgary 2005 CIGRE SC B5 COLLOQUIUM CALGARY Contribution to PS2 – Q#2 Contribution to PS2 – Q#2 What are the experiences in utilities

SC-B5 Colloquium Calgary 2005

• Evaluate the proposed services; compare the quality among different bids;

sensitive analysis of offered documentation, training, acceptance tests and

technical assistance

• Decide whether or not the bids are substantially responsive

• Evaluate the commercial conditions and the overall value

Tender evaluation process (2)