AODD Pump Vendor Quotation Evaluation Guide

TBE Overview

Purpose of Technical Bid Evaluation

Technical Bid Evaluation (TBE) ensures:

• Pump meets process requirements
• Materials are compatible
• Vendor is qualified
• Value for money
• Risk identification

Evaluation Process

1. Receive vendor quotations
         ↓
2. Check mandatory requirements
         ↓
3. Review technical compliance
         ↓
4. Score using weighted criteria
         ↓
5. Identify deviations
         ↓
6. Request clarifications
         ↓
7. Final ranking
         ↓
8. Recommendation

Weighted Scoring Matrix

Criteria and Weights

Scoring Scale

Performance Evaluation

Flow Rate Assessment

Evaluation Points:

□ Flow at duty point matches requirement
□ Operating at 60-80% of max capacity
□ Performance curve provided
□ Viscosity correction applied (if applicable)

Pressure Assessment

Air Consumption Assessment

Expected Range Check:

Rule of thumb: SCFM ≈ GPM × 1.5 to 2.0

If vendor SCFM > GPM × 2.5: Investigate
If vendor SCFM < GPM × 1.0: Verify accuracy

Material Evaluation

Chemical Compatibility Check

Rating:

Y = Compatibility rating A or B
N = Compatibility rating C or D
? = No compatibility data

Material Verification Table

Documentation Evaluation

Mandatory Documents

Document Quality Scoring

Experience Evaluation

Vendor Qualification

Reference Check

Common Deviations

Technical Deviations

Commercial Deviations

Red Flags

Technical Red Flags

Commercial Red Flags

Scoring Example

Sample Evaluation

Calculation Example (Vendor A):

= (4×0.25) + (4×0.20) + (3×0.15) + (5×0.15) + (4×0.10) + (4×0.10) + (4×0.05)
= 1.00 + 0.80 + 0.45 + 0.75 + 0.40 + 0.40 + 0.20
= 4.00

Air Valve Technology Comparison

Efficiency Impact on TCO

Operating Cost Impact:

Example: 100 GPM @ 80 SCFM standard

Pro-Flo SHIFT: 80 × 0.4 = 32 SCFM saved
At $0.02/SCFM/hr: 32 × 0.02 × 8000 = $5,120/year savings

Clarification Questions

Technical Clarifications

Commercial Clarifications

TBE Report Template

=== AODD PUMP TECHNICAL BID EVALUATION ===

PROJECT: _______________
TAG NUMBER: _______________
DATE: _______________

1. SUMMARY
Vendors evaluated: A, B, C
Recommended vendor: ___
Reason: _______________

2. SCORING SUMMARY
| Criteria | A | B | C |
|----------|---|---|---|
| Performance | | | |
| Materials | | | |
| Documentation | | | |
| Experience | | | |
| Support | | | |
| Delivery | | | |
| Price | | | |
| **TOTAL** | | | |

3. COMPLIANCE MATRIX
| Requirement | A | B | C |
|-------------|---|---|---|
| Flow rate | Y/N/? | | |
| Pressure | Y/N/? | | |
| Materials | Y/N/? | | |
| ATEX | Y/N/? | | |
| Documentation | Y/N/? | | |

4. DEVIATIONS
Vendor A: _______________
Vendor B: _______________
Vendor C: _______________

5. CLARIFICATIONS REQUIRED
Vendor A: _______________
Vendor B: _______________
Vendor C: _______________

6. RECOMMENDATION
Recommended: Vendor ___
Score: ___
Key reasons:
1. _______________
2. _______________
3. _______________

Prepared by: _______________
Reviewed by: _______________
Date: _______________

Major AODD Manufacturers

Manufacturer Comparison