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Technical Bid Evaluation Matrix

Valve Vendor Scoring — Print or save as PDF

Vajra Industrial Solutions
TECHNICAL BID EVALUATION (TBE) MATRIX
Valve Procurement — Vendor Technical Scoring | Total Weight: 112 points
Doc: VIS-TBE-003 Rev.01
Project: ________________
PO / RFQ No.: ___________
Date: ___________________
Vendor A Name:
Vendor B Name:
Vendor C Name:
Evaluator:
IDEvaluation CriterionMax ScoreVendor AVendor BVendor CScoring Guidance
Technical — Max 58 points
T1Valve type / design matches specification10
Full compliance = 10, Minor deviation = 5, Major deviation = 0
T2Body material per specification (ASTM grade)8
Exact match = 8, Equivalent accepted substitute = 5, Non-compliant = 0
T3Trim / seat / stem material compliant6
Full = 6, Minor deviation = 3, Non-compliant = 0
T4Pressure class / rating per PO (ASME B16.34)8
Correct class = 8, Higher class offered = 8, Lower class = 0
T5End connection type and facing per specification5
RF/RTJ/BW/SW as specified = 5, Wrong facing = 0
T6Face-to-face dimension complies with ASME B16.104
Confirmed compliant = 4, Deviation stated = 2, Unknown = 0
T7Fire-safe design per API 607 (if required)5
Tested and certified = 5, N/A for this item = 5, Required but not offered = 0
T8NACE MR0175 / ISO 15156 compliance (if sour service)5
Fully compliant = 5, N/A = 5, Required but missing = 0
T9Actuator / automation package per specification4
Fully compliant = 4, Minor shortfall = 2, Missing = 0
T10Fugitive emission class per ISO 15848 (if specified)3
Tested & certified = 3, N/A = 3, Required but missing = 0
Standards — Max 18 points
S1Applicable manufacturing standard (API 6D / API 600 / API 609 etc.)6
Fully certified with monogram = 6, Manufactured to standard (no monogram) = 4, Not to standard = 0
S2API 598 testing compliance declared5
Full API 598 testing = 5, Partial testing = 2, Unknown = 0
S3ISO 9001:2015 quality management system3
Certified = 3, In-process = 1, Not certified = 0
S4IBR Form III-C / III-E (if steam service IBR required)4
Provided = 4, N/A = 4, Required but missing = 0
Documentation — Max 13 points
D1EN 10204 3.1 MTC offered for all pressure parts5
3.1 confirmed = 5, 2.2 offered (if 3.1 required) = 2, Missing = 0
D2Dimensional drawing / GA drawing provided3
Provided = 3, Not provided = 0
D3Valve datasheet with technical parameters provided3
Detailed datasheet = 3, Partial = 1, Not provided = 0
D4O&M manual / installation instructions offered2
Provided = 2, On request = 1, Not available = 0
Commercial — Max 14 points
C1Delivery schedule meets project requirement6
On time or earlier = 6, Within 10% = 4, > 10% late = 1, Cannot meet = 0
C2Warranty terms (minimum 12 months from commissioning)3
18+ months = 3, 12 months = 2, Less than 12 months = 0
C3Country of origin acceptable (no trade restrictions)2
Acceptable origin = 2, Restricted origin = 0
C4References / track record in similar service3
3+ similar projects = 3, 1-2 projects = 1, No references = 0
Price — Max 9 points
P1Unit price competitiveness vs. budget / market5
Lowest bid = 5, Within 10% of lowest = 4, Within 20% = 2, > 20% above lowest = 0
P2Spare parts pricing included2
Included = 2, On request = 1, Not included = 0
P3Payment terms acceptable2
Standard terms = 2, Minor variation = 1, Unacceptable = 0
TOTAL TECHNICAL SCORE112
Higher score = preferred vendor
TECHNICAL RECOMMENDATION
Based on TBE scores, the following vendor is technically recommended:
Subject to commercial negotiation and management approval.
CLARIFICATIONS REQUIRED
Prepared By
Name:
Signature:
Date:
Reviewed By
Name:
Signature:
Date:
Approved By
Name:
Signature:
Date:
VIS-TBE-003 Rev.01 — Vajra Industrial Solutions — www.vajravyuh.comPage 1 of 1

How to use this TBE Matrix

  1. Enter each vendor name in the header row.
  2. For each criterion, score the vendor 0–max based on the scoring guidance column.
  3. Sum each vendor column within each category and enter in the category subtotal row.
  4. Total all category scores. The highest overall score indicates the technically preferred vendor.
  5. Note any clarifications required in the box below the scoring table.