NINETY TWO CHAMBERS / LEGAL ANALYSIS

Evaluation Criteria, Bid Comparability and the Procurement Record

A tender may attract technically capable bidders yet produce a challenge because the procuring agency applied a test that bidders could not identify from the published documents. Some evaluations substitute an undisclosed preference for a stated scoring criterion; others overlook material deviations or compare prices that do not include the same scope. The legal problem is not confined to the unsuccessful bidder's dissatisfaction. Public procurement requires a transparent, defensible method of selecting the bid that meets the governing rules and solicitation documents.

Published criteria are the starting point

Eligibility conditions, technical specifications and evaluation methodology should be settled before opening bids. Under the applicable federal or provincial procurement framework, an agency must follow the procedure binding that procurement. A tender committee cannot normally rescue an unclear document by introducing a substantive new criterion after submission. Clarifications must be distinguished from changes that would have influenced bidding strategy or pricing. If a criterion is ambiguous, the record should show when the agency recognised the issue and how it treated all affected bidders consistently.

Comparing like with like

A technically non-responsive offer should not be treated as comparable solely because its quoted figure is lowest. Conversely, immaterial clarifications should not be used selectively to exclude one bidder while allowing similar defects in another. Evaluation records should identify every relevant deviation, its materiality and the corresponding provision of the bid documents. Commercial comparison may require adjustments expressly permitted by the tender, such as specified taxes or incidental costs. An evaluator should not invent a normalisation formula after bids are known.

Committees, conflicts and reasoned decisions

The file should contain authorisation for the procurement, committee constitution, declarations of interest and the basis of technical scores. Consensus numbers are insufficient where the evaluation methodology requires identifiable reasons. If an evaluator has a relationship with a bidder, the applicable conflict rules should be addressed before scoring. Internal deliberation can remain confidential where the law permits, but the official record should permit a reviewing body to understand the outcome without reconstructing it from personal recollections months later.

The correct complaint forum and time

Pre-contract grievances and disputes after contractual entry into force may be governed by different legal routes. In the federal regime, Rule 48 of the Public Procurement Rules, 2004 governs important grievance mechanisms, while Rule 49 addresses arbitration of disputes under procurement contracts. Current amendments and the exact stage of the process must be checked. A disappointed bidder should identify the impugned term or decision and comply with the relevant filing deadline; a late general protest is not a substitute for a timely statutory complaint.

Correcting errors without compounding them

Where a genuine inconsistency is found before award, an agency must consider the available lawful corrective steps rather than simply instructing the committee to produce a preferred result. Re-evaluation, clarification, rejection or re-tendering each has procedural consequences. Reasons should address equal treatment, value for money and adherence to the disclosed process. Once the contract is made, the agency cannot assume that every procurement complaint mechanism remains open in the same form.

Points to establish from the record

  • Advertised criteria and addenda as issued
  • itemised responsiveness and scoring record
  • treatment of comparable deviations
  • committee authority and conflicts
  • grievance deadlines and contract-award status

Practical conclusion

A procurement decision should be capable of explanation by reference to documents that existed before the bids were evaluated. The stronger the contemporaneous comparison and reasons, the less the decision depends on post-award explanations that invite challenge.

Legal materials and official sources

The governing text and any later amendments or notifications should be checked against the transaction date and the authority with jurisdiction.

The applicable legal position depends on the governing instruments, subsequent amendments and the facts of the matter. How we prepare and maintain legal commentary ↗