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Pre Qualification Questionnaire

Under the restricted procedure firms expressing an interest in applying for a contract are required to provide information about their organisation in the form of a Pre Qualification Questionnaire or PQQ. The Council then uses this information to assess whether the applicant meets the terms of the selection criteria as regards suitability and capacity to fulfil the requirements of the contract.

This stage of the procurement process focuses on the applicant, whilst the tendering stage focuses on the tender. The objective of the PQQ is to obtain and interpret general information about the applicant to assess their suitability for the Council’s requirements.

The benefits of Pre-Qualification Questionnaires include:

  • The provision of a greater level of detail about project requirements than is possible in an OJEU Notice.
  • A more detailed applicant response on capacity and capability in direct relation to the requirement.
  • All responses are ordered, structured and consistent, making the process of selection more effective.

It is crucial to examine this information fully at this stage, to ensure that only those applicants capable of meeting the requirement will be carried forward. This helps to avoid wasting time and money and enables candidates to be short listed quickly down to a manageable number.  The areas usually assessed can be summarised as follows:

Financial Information

Suppliers must provide recent financial information which is used to assess the capacity of the company in relation to the size of the contract. Information re: tax registration and company insurance are also required. A banker’s reference and/or credit agency report is often requested.

Equal Opportunities and Diversity

Bath & North East Somerset Council is committed to equality of opportunity for the whole community and believes that the diversity of the population is a major strength which contributes to the social and economic prosperity of the area. The Council commits to ensure that no resident of, or visitor to the area, job applicant, employee or other person associated with the Council is treated inequitably or in an unlawful or unjustifiably discriminatory manner.

The Council will make sure that the purchase of goods, service and facilities is undertaken in line with our Equality Commitment. The Council will make sure that all contracts comply with the Council’s equality guidelines and all relevant legislation; we positively promote equality through the tendering process. Through appropriate monitoring we shall ensure that individuals, voluntary organisations, firms or institutions acting on behalf or as agents of the Council do not practice unlawful acts of discrimination.

Sustainability

Bath & North East Somerset is committed to the protection and enhancement of the local environment.  In the context of procurement this entails ‘the optimum combination of whole-life cost and quality (or fitness for purpose) to meet the user’s requirement’

Procurement in its widest sense entails obtaining goods, works and services that best meet the needs of users and the local community and as such must take into account sustainability as well as cost and quality.

Health and Safety

Bath & North East Somerset Council is committed to ensuring the health, safety and welfare of its employees, suppliers and the wider community. Contracts to supply goods, services or works will only be awarded to contractors who can satisfy the Council that they comply with current health and safety requirements.

This can be demonstrated by

  1. Up to date health and safety policies and procedures
  2. Established risk assessment procedures
  3. Accident, incident and ill health monitoring procedures
  4. Access to health and safety advice for employees.

All potential applicants will be required to submit a Health and Safety declaration signed by a senior member of the organisation.

Experience and Technical Ability

The questions in this section will be tailored to the specific requirements of the contract. The Council will be seeking evidence that the applicant has the relevant experience and technical ability to carry out the works or supply the goods required.  A minimum of three references will be required.

Freedom of Information

Bath & North East Somerset Council is a ‘public authority’ for the purposes of the Freedom of Information Act 2000 and the Environmental Information Regulations 2004. Accordingly, certain of the information submitted to the Council by potential suppliers may need to be disclosed in response to a request made by a third party under the Act.  The Council may also decide to include certain information in the publication scheme which it is required to maintain under the Act.

Tendering for contracts

Potential applicants tendering will be sent a number of documents, these will be available in both electronic and paper form, to enable them to complete their tender submission. Information regarding return addresses, contact names and closing dates will be provided as part of this package.

The documents will typically consist of some or all of the following:

Letter of invitation

This advises of the tender return date and the return address.

Instructions to tenderers

Guidance for completing the tender documentation.

Conditions of Contract

The relationship between the Council and the service provider is defined within Bath & North East Somerset Council’s standard terms and conditions of contract. Suppliers who wish to do business with the Council are encouraged to accept those conditions, but the Council is prepared to discuss any variation to these terms and conditions where appropriate.

Specification

The specification will provide details of the goods, works or services the Council wishes to purchase. This may comprise information re: quantities and values taken from a previous contract which can be used to perform comparisons between suppliers or for more complex contracts there might be details provided of specific materials, construction methods or graphic illustrations.

The specification will also set out what needs to be achieved including policies, procedures or guidelines to be followed, performance standards and the outcomes expected. The specification will be included in the tender documents and will form part of the formal contract between the Council and the successful tenderer.

Pricing Schedule

This gives a list of the goods, works or services which are required for the contract and allows suppliers to submit their prices against the specification.

Quality requirements/method statement questions

In this section potential applicants will be expected to respond to questions about how they intend to provide the goods, works or service including supporting evidence demonstrating relevant experience. Potential applicants’ submissions will then be used to evaluate the quality of their bid.

Interviews/presentations

At any time during the tender process (e.g. short-listing, tender evaluation), potential applicants may be invited to give a presentation or attend an interview as part of their submission.

Tender evaluation

The tender evaluation and contract award process will be specified. A panel of officers will evaluate tender responses against a pre determined list of factors and make an assessment of both the quality and cost of the tendered response. The balance between quality and price will depend on the particular service area or product tendered for. Examples of award criteria include: product quality and range, customer service standards, supplier capacity to deliver the requirements, whole life cost of the product, etc. Contracts will usually be awarded on the basis of value for money (often referred to as Most Economically Advantageous Tender or ‘MEAT’). This means that contracts will be awarded to companies best able to meet the Council’s contract specification.

Tenderers will be informed in writing of the outcome of their submission. Unsuccessful tenderers are welcome to request feedback about their bid and within the bounds of commercial confidentiality the Responsible Officer will inform them of which areas of their tender were strongest and where there is room for improvement and development.

Tender return envelope/label

This will state the time and date by which tenders must be received.

Tenders must be returned to the correct address by the closing date and time specified. Late tenders are not considered under any circumstances. In order to ensure a fair process all tenders are opened at the same time and are evaluated by a panel of Council officers.

Increasingly electronic processes will be used to replace this paper based system of tendering.

Contract Monitoring

Communication between the Council and the supplier will usually be channelled through the Responsible Officer. Dependent upon the requirements of the Council and the nature of the goods or services supplied this may take the form of regular review meetings and or written or e-mail contact.

All companies undertaking contracts let by Bath & North East Somerset Council are monitored to ensure continued compliance with the specifications, terms and conditions of the contract. The Council’s drive to promote continuous improvement will often result in a positive developing relationship with suppliers.

Under the terms of the contract explanations will be sought from contractors or suppliers failing to meet the agreed levels of performance and continuing poor performance will ultimately lead to early termination of the contract.

For Further Information

Thank you for taking the time to browse through this booklet. We hope that it has supplied the required information. It is our aim to encourage suppliers to register their interest in supplying Bath & North East Somerset Council.

If potential suppliers would like to submit some information regarding the goods or services they would like to provide the Council, please contact us, so we can provide you with the relevant form. This information will be held at a central point and will be available to Council officers seeking advice on potential procurement.

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