Purchasing and Insurance Office Overview of Restricted Tender Procedure A Restricted tender procedure is conducted in two stages; Selection Stage and Award Stage Selection Stage o The purpose of this stage is to assess those companies which have the broad capabilities of delivering the contract. o A Pre Qualification Questionnaire (PQQ) is used and selection criteria contained within, to o o o o o o o shortlist companies to take through to the Award Stage and receive the full Invitation to Tender documents This stage is open to any organisation which expresses an interest in the contract. They will each be issued the PQQ for completion and return by the deadline Timescale for the submission of PQQs is fixed by the EU. 37days from publication of the contract notice in the OJEU– UoW benefits from 7 day reduction as contract notices are submitted to OJEU electronically Each submitted PQQ will need to be assessed against the selection criteria. Must be minimum of 5 companies selected to the ITT / Award stage (if there are 5 acceptable PQQ submissions) Permissible selection criteria: o Legal status o Financial capacity o Technical and professional competence including ability (can be assessed by past experience) It is important to note that once criteria are assessed at the PQQ stage, they cannot be revisited at the ITT stage. The scoring and justifications for scores must be robust and will be disclosed to deselected suppliers upon conclusion of this Selection stage This stage may require significant time commitment depending on the number of responses. Award Stage o At this stage we are assessing not whether the selected suppliers can do the job but in o o o o o essence how well they will do it against our published Award Criteria – i.e which proposal offers best economic value for money in terms of our criteria This stage uses the Invitation to Tender document to invite those selected companies to submit bids against our detailed specification and expectations. Timescale for submission of tender responses is fixed by the EU. 40 days Those short listed to proceed to this stage must all be treated equally and a level playing field is applied at the start of this stage i.e even if one company scores higher than another in the PQQ, once both are selected to proceed, these scores are not carried forward but each response to the ITT evaluated on its own merits Award criteria cannot duplicate information requested / assessed at the Selection Stage Award criteria can be anything of relevance and importance to the contract depending on the subject matter but typically would include Cost, Ability to Meet Specification, Quality etc. Criteria must be proportional to the subject matter and value of the contract It is important to consider when determining award criteria what is important for the successful appointment of a contract and to be aware that upon making the decision to award the contract to a particular supplier, full details of the evaluation of bids including scores, justifications for scores and the relative advantages and characteristics of the winning bid will be provided to each unsuccessful supplier. This is a mandatory requirement under Procurement law and therefore the evaluation panel must ensure that evaluations are conducted in a fair and transparent manner in line with the published award criteria. Overview – Restricted Procedure v1 19-05-10 1/2 Purchasing and Insurance Office Restricted Procedure Publish Contract Notice in OJEU (PQQ questionnaire must be finalised so can be issued upon supplier expression of interest) Deadline for receipt of completed PQQs 37 calendar days from date of contract notice (UoW can reduce to 30 calendar days as notices issued electronically) Evaluate PQQs to determine shortlist selected to Award Stage. Communicate outcome ITTs issued to selected suppliers Deadline for submission of Tender Proposals 40 calendar days from issue of Invitation to Tender document Evaluate Tender Proposals / conduct any tender clarifications Complete evaluation to determine winning proposal Issue Award Decision Notifications (includes Standstill Notice) Mandatory 10 calendar day standstill period between notification of award decision and award of contract / contract commencement Conclude contract making with preferred supplier (subject to no challenge) Award Contract Key Publish Contract Award Notice in OJEU and issue Notifications of Award Selection Stage Award Stage Overview – Restricted Procedure v1 19-05-10 2/2