PMO-04.09.03 Phase 04: Planning

SOURCE SELECTION CRITERIA

معايير اختيار المصدر

tasleemat asset PMO-04.09.03 template --lang en

Deliverable Summary & Governance Boundaries

Lifecycle Phase Alignment

Phase 04: Planning

Sizing Tier Requirements

Validation Contract

This deliverable conforms to a strict companion Draft 2020-12 JSON Schema for automated structural and semantic validation.

tasleemat validate PMO-04.09.03 ./completed_data.json

Template Markdown (Bilingual)

<!-- LLM INSTRUCTIONS: Fill in the [ Add details... ] placeholders based on project context.

Section Instructions:
- Evaluation Criteria and Weighting Framework: Provide comprehensive project data for all required fields in this section.
- Candidate Scoring and Assessment Table: Provide comprehensive project data for all required fields in this section.
- Final Evaluation Summary and Recommendation: Provide comprehensive project data for all required fields in this section.
-->

<h3 align="right">{{Company_Name}}</h3>
<h2 align="right">{{Project_Name}} - {{Project_ID}}</h2>
<h1 align="center">SOURCE SELECTION CRITERIA</h1>

| **Date Prepared:** {{Current_Date}} | **Project Manager:** {{Project_Manager_Name}} | **Prepared By:** {{Prepared_By}} |
| :--- | :--- | :--- |

---

## 1. Evaluation Criteria and Weighting Framework

**Technical Capability and Understanding (Weight):**
[ Add details... ]

**Vendor Experience and Past Performance (Weight):**
[ Add details... ]

**Financial Commercial Pricing (Weight):**
[ Add details... ]

**Management Approach and Compliance (Weight):**
[ Add details... ]

---

## 2. Candidate Scoring and Assessment Table

**Vendor Candidate Name and Proposal Identifier:**
[ Add details... ]

**Technical and Commercial Score Breakdown:**
[ Add details... ]

**Total Weighted Score:**
[ Add details... ]

---

## 3. Final Evaluation Summary and Recommendation

**Comparative Analysis and Value Justification:**
[ Add details... ]

**Contract Award Recommendation and Sign-off:**
[ Add details... ]

---

### Sign-off and Approvals

| Role | Name | Signature | Date |
| :--- | :--- | :---: | :---: |
| **Procurement Manager** | {{Procurement_Manager_Name}} | _______________________ | [ .... - .... - .... ] |
| **Technical Evaluation Lead** | {{Technical_Evaluation_Lead_Name}} | _______________________ | [ .... - .... - .... ] |
| **Tender Committee Chair** | {{Tender_Committee_Chair_Name}} | _______________________ | [ .... - .... - .... ] |
---

<div align="right" style="margin-top: 20px; font-size: 12px; color: #7f8c8d;">
  <span>Electronic Audit Trail: Hash SHA256: {{Audit_Trail_SHA256_Hash}}</span> <br>
  <strong>Template:</strong> SOURCE SELECTION CRITERIA | <strong>Ref:</strong> PMO-04.09.03 <br>
  <i>Generated on: {{Current_Timestamp}}, by <a href="https://github.com/fakhruldeen/Tasleemat/" style="color: #7f8c8d;">Tasleemat</a></i>
</div>

User Guide & Practitioner Instructions

Tasleemat Forms Guide

Project Artifact: Source Selection Criteria

Document Reference: PMO-04.09.03

This document provides a comprehensive, professional reference to understand the purpose and effective usage of the Source Selection Criteria in alignment with the Tasleemat framework.

1. What?

A structured scoring model defining weighted evaluation criteria, scoring scales, candidate rating matrices, and award recommendations.

2. Why?

Ensures transparent, objective, and legally defensible vendor selection based on best overall value.

3. When?

Established prior to RFP issuance and utilized during proposal evaluation and vendor selection.

4. Who?

Created by Procurement Evaluation Committee and Project Manager, approved by Procurement Director and Sponsor.

Tailoring Tips

Emphasize practical technical coding challenges and team cultural fit for agile software development.
Apply strict mandatory compliance thresholds and lowest evaluated compliant price criteria for standard commoditized purchases.

Alignment & Dependencies

1. Pre-requisites & Inputs (Upstream Dependencies)

Mandatory:
- Project Scope Statement (PMO-04.02.05)
- Cost Baseline (PMO-04.04.04)
- Project Schedule (PMO-04.03.08)
Optional / Contextual:
- Risk Register (PMO-04.08.02)
- Resource Requirements (PMO-04.06.02)

2. Downstream Dependents

Mandatory:
- Statement of Work / SOW (PMO-04.09.04)
- RFP (PMO-04.09.05)
- Contract Closure Report (PMO-07.02)
Optional / Contextual:
- Vendor Performance Scorecard (PMO-06.09)
- Contractor Status Report (PMO-06.03)

5. How?

To accurately and professionally complete the Source Selection Criteria, the responsible party must populate the following critical sections based on the project context (ensure parameters.md is referenced for global project variables):

Technical Capability and Understanding (Weight): Scoring weight and criteria assessing technical approach, compliance with SOW, and architecture.
Vendor Experience and Past Performance (Weight): Scoring weight and criteria evaluating track record, references, and relevant past project delivery.
Financial Commercial Pricing (Weight): Scoring weight and evaluation model for pricing, total cost of ownership (TCO), and rate competitiveness.
Management Approach and Compliance (Weight): Scoring weight evaluating project management methodology, staffing qualifications, and contractual compliance.
Vendor Candidate Name and Proposal Identifier: Identification of bidding vendor, proposal reference number, and submission date.
Technical and Commercial Score Breakdown: Individual numerical scores assigned across technical, commercial, and past performance criteria.
Total Weighted Score: Consolidated total weighted evaluation score out of 100 points for each candidate.
Comparative Analysis and Value Justification: Narrative justifying why the winning proposal offers superior value, quality, or pricing.
Contract Award Recommendation and Sign-off: Formal evaluation committee recommendation identifying preferred vendor for contract execution.

6. Reference Example

A fully completed, gold-standard reference example illustrating this artifact in practice is available:

📖 Completed Example: 04_09_03_Source_Selection_Criteria_Example.md

LLM Generation Prompt & Agent Instructions

Source Selection Criteria - Generation Prompt

System Instructions: This document contains instructions for generating the «Source Selection Criteria». When asked to fill this template, follow the section-by-section instructions below. Refer to parameters.md for project variables.

Context and Definition: A formal evaluation artifact establishing the objective technical, commercial, and past performance criteria used to score and select vendor proposals.

Alignment & Dependencies: * Pre-requisites (Inputs): * Mandatory: Project Scope Statement (PMO-04.02.05), Cost Baseline (PMO-04.04.04), Project Schedule (PMO-04.03.08) * Optional: Risk Register (PMO-04.08.02), Resource Requirements (PMO-04.06.02) * Downstream Dependents: * Mandatory: Statement of Work / SOW (PMO-04.09.04), RFP (PMO-04.09.05), Contract Closure Report (PMO-07.02) * Optional: Vendor Performance Scorecard (PMO-06.09), Contractor Status Report (PMO-06.03)

Evaluation Criteria and Weighting Framework

Technical Capability and Understanding (Weight)

Instruction: Scoring weight and criteria assessing technical approach, compliance with SOW, and architecture.