Source Selection Criteria Template
This one-page Source Selection Criteria template documents the criteria by which the soliciting organization selects the winning bidder. It supports project procurement management.
This Source Selection Criteria template documents the items by which a solicitor evaluates proposal respondents and selects the winning bidder. Often, source selection criteria include items such as technical approach, management approach, past performance experiences and references, and cost.
This template is developed to support a wide range of project types and sizes. Specifically, it:
- begins with a section that captures relevant project information;
- provides sections to describe the method of evaluation and score the following evaluation criteria; (E.g., technical approach, management approach, qualifications of key personnel, past performance experiences, references, cost, likelihood of meeting the delivery schedule, suitable approach to knowledge transfer, and cost) and
- provides a section for calculating bidders total scores.
Who Creates the Source Selection Criteria?
Typically, the Project Manager and/or a Procurements Manager will establish the source selection criteria. Once established, it is handed off to the person responsible for drafting the solicitation. The Source Selection Criteria will be published as part of the solicitation and will be used when evaluating bidders and selecting the winning vendor.
What Are the Inputs?
Inputs to developing the Source Selection Criteria may include the scope management plan, the procurements management plan, experience and expertise of the Project Manager, legal requirements, licensing requirements, feedback from subject matter experts, and feedback from members of the project team.
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