|Note:||At the request of the provost, a vice provost, or a vice president, this policy has been posted in the interim between scheduled posting dates by University Policy Manuals Group because it has significant and urgent importance for the university community. This policy will be included in the publication process by the next feasible posting for online policies and procedures.|
PUR 303–03: Preparation of Specifications and Response Evaluation Criteria
To establish responsibility for preparing specifications and developing evaluation criteria for bidder responses
Purchasing and Business Services
Purchasing and Business Services is responsible for issuing solicitations for the procurement of goods and services. Solicitations include invitations to bid (ITB), Requests for Proposal (RFP), or any other requests for prices, including all supporting documents. Purchasing and Business Services and the requesting department share responsibility for preparing specifications (a component of the solicitation), as well as developing evaluation criteria.
Terms and Conditions
Purchasing and Business Services is primarily responsible for the terms and conditions of the solicitation.
Although Purchasing and Business Services and the requesting department share responsibility for the specifications, the requesting department is primarily responsible for developing the technical or performance specifications of a solicitation.
Specifications must be written with a view to securing goods or services with the appropriate quality for the particular procurement. Only the grade or degree of goods that will meet, but not exceed, the requirements will be purchased by the university.
Specifications must be written fairly and equitably and must not be:
- unduly restrictive
- prejudicial to any supplier
- a basis for just complaint from any competitive bidder.
The descriptor “brand name or equal” may be used in specifications as a means of defining performance or other salient requirements of a procurement. When the descriptor “brand name or equal” is used, the specific features of the named brand that are required must be clearly identified so that it is clear what would make a competing product an “equal.”
Where brand name only is desired, the requestor shall justify in writing the reasons for specifying a particular brand name through the respective buyer to the chief procurement officer. This document will be retained in the bid file.
Energy Conservation Considerations
In developing specifications for items that have a high rate of energy consumption, consideration must be given to energy conservation. When purchasing items from categories in which Energy Star-qualified products exist, the university will make Energy Star compliance a mandatory specification. Refer to http://www.energystar.gov for more information on the Energy Star program.
Response Evaluation Criteria
Purchasing and Business Services and the requesting department share responsibility for developing the evaluation criteria for the responses to an RFP. The evaluation criteria should include a method for scoring supplier responses against specific criteria.
A method for scoring each evaluation criterion will simplify the evaluation process and enable the response evaluator(s) to explain why any responding firm was or was not selected. Examples of evaluation criteria based on a five-point scale are available on the Purchasing and Business Services Web site.
For related information on procurement, see PUR 303–01, “Purchase Requests.”
For related information on the solicitation process, see:
For further information on information provided to suppliers, see the policies in PUR 501, “Supplier Information/Advertising.”
For further information on selection of suppliers, see the policies in PUR 502, “Supplier Selection.”