DOC

PRELIMINARY EVALUATION AND COMPLIANCE

By Amber Cooper,2015-03-26 12:53
7 views 0
PRELIMINARY EVALUATION AND COMPLIANCE

    BSF STANDARD DOCUMENT

    NOVEMBER 2008

    Pre-Qualification Questionnaire

    Evaluation Matrix

Document Properties

    Document Owner Commercial Director

Organisation PfS

    Title Pre Qualification Questionnaire Evaluation Matrix

Abstract

Version History

    Date Version Status Comments

    3 March 2006 10.0 Draft Revised draft following the internal meeting

31 October 10.1 Issued Updated draft to reflect BSF Revised Procurement

    2008 Process

    This template is provided to assist Local Authorities with their BSF procurements.

    This template must be customised by Local Authorities in order to reflect their project specific PQQ.

    Local Authorities will want to take their own legal advice and liaise with their

    PfS Project Director before finalising their PQQ and Descriptive Document.

    PfS and its advisers accept no liability whatsoever for any expense, liability, loss, claim or proceedings arising from reliance placed upon this template.

    IMPORTANT NOTE. Local Authorities must before this document is issued:

    ; complete their proposed scoring range;

    ; where a Local Authority intends to applying a weighting to any PQQ

    question(s), then the weighting should be identified in the column

    titled “Weight”. If no weighting is to be applied to a question then this

    column should be completed by including the words “Not

    Applicable”; and

    ; if Local Authorities intends to set minimum requirements which

    Bidders must achieve for any PQQ question or series of questions,

    then details of those minimum requirements must be provided to

    Bidders. A column has been included in this Pre Qualification

    Questionnaire Evaluation matrix to provide for this. If there are no

    minimum requirements then this column should be completed by

    stating "Not Applicable".

BIDDER DETAILS

    Bidder name

Address

Contact Name

Tel No

SUMMARY OF PRE-QUALIFICATION EVALUATION

    Preliminary Financial Commercial Health & Safety, Partnering Design,

    Evaluation & Environmental, Development,

    Compliance Employees, Equality Operations and ICT

    Pass/Fail % % % % %

2-2172044-1

PRELIMINARY EVALUATION AND COMPLIANCE

    PQQ 1 INFORMATION REQUIREMENTS PROVIDED Question (delete as appropriate) Overall Has the Bidder supplied all the information requested in the PQQ? Yes/No

    1.1 to 1.6 Does the PQQ specify details of the identify of the Bidder? Yes/No

    1.7 to 1.13 Does the PQQ specify details of the identity of the investors and the supply chain and provide Yes/No [Excluding an organisation chart?

    1.10]

    1.10 Does the PQQ specify details of the identity of the Funder and the technical, financial, legal Yes/No

    and insurance advisers for the Bidder and the Funders?

    1.14 If a holding/ parent company group accounts or a third party guarantor is being relied upon, Yes/No

    then has the holding/parent company or third party guarantor provided a letter confirming its

    willingness to act as a guarantor and the scope and form of the guarantee?

    2 ELIGIBILITY

    8 and Are there any grounds for exclusion under The Public Contracts Regulation 2006? Yes/No Form 1

    1

SELECTION PROCESS

    FINANCIAL: OVERALL WEIGHTING 20%

PQQ Financial Experience and Score Weight Weighted Minimum Local Authority Comments

    Question economic standing Score threshold

    requirement

    (if applicable) 2.1 and Using the audited accounts, 2.2 Companies House search

    information, Dun and Bradsheet

    reports, text-line information, and

    other appropriate information, assess

    the solvency and financial strength of

    the Bidder, investors and supply chain

    members to provide the works and

    services. This evaluation should take

    into account areas including the

    following:

    ; key financial ratios;

    ; credit rating ;

    ; Liquidity, turnover and

    profitability.

    If the Local Authority intends to apply

    a turnover test threshold for any of the

    key first tier contractors, then the

    Local Authority should have regard to

    the guidance set out in Part 1 of

    Appendix A to this Pre Qualification

    Questionnaire Evaluation Matrix.

    2

    PQQ Financial Experience and Score Weight Weighted Minimum Local Authority Comments

    Question economic standing Score threshold

    requirement

    (if applicable)

    2.3 Has the Bidder, investors or supply

     chain members disclosed any

    contingent liabilities or loss (where

    otherwise not reported) that would

    require disclosure in accordance with

    International Accounting Standard

    10? If so, to what extent do the

    contingent liabilities or loss impact on

    the solvency and financial strength of

    the Bidder, investors and supply chain

    members to provide the works and

    services?

    2.4 Has the Bidder, investors and supply

    chain members disclosed any

    changes in accounting policy or any

    planned changes in accounting policy

    since the last published accounts for

    example acquisitions, mergers, share

    issues, major investments/major

    loans? If so, to what extent does this

    disclosure impact on the solvency and

    financial strength of the Bidder,

    investors and supply chain members

    to provide the works and services?

    3

    PQQ Financial Experience and Score Weight Weighted Minimum Local Authority Comments

    Question economic standing Score threshold

    requirement

    (if applicable)

    2.5 Has the Bidder, investors and supply

    chain members disclosed any events

    which would have required an

    adjustment to be made in accordance

    with International Accounting

    Standard 10? If so, to what extent

    does the disclosure impact on the

    solvency and financial strength of the

    Bidder, investors and supply chain

    members to provide the works and

    services?

    2.6 Has the Bidder, investor and supply

    chain members made any stock

    exchange announcement since the

    last published accounts? If so, to what

    extent does the announcement

    impact on the solvency and financial

    strength of the Bidder, investors and

    supply chain members to provide the

    works and services?

    4

    2.7.1 If holding/ parent company group

    2.7.3 accounts or a third party is providing a

    guarantee which is being relied on in the assessment of solvency and financial strength, then using the audited accounts, Companies House search information, Dun and

    Bradstreet reports, text-line

    information, and other appropriate Information assess the solvency and

    financial strength of the

    holding/parent company or third party.

    This evaluation should take into account areas including the following:

     ; Key financial ratios;

     ; liquidity, turnover and

    profitability;

    ; credit rating.

    In the event that a holding/parent

    company or a third party organisation is providing a guarantee , then the Local Authority should have regard to the guidance set out in Part 2 of Appendix A to this Pre Qualification Questionnaire Evaluation Matrix.

    5

     2.7.1- In the event that the Local Authority

    2.7.3 applies a turnover test threshold for

    Continued any of the key first tier contractors ,

    then the Local Authority must apply

    the same turnover test threshold for

    any holding/parent company or third

    party organisation proposing to act as

    a guarantor for the relevant first tier

    contractor.

    2.7.4 Has the holding/parent company or

    third party organisation disclosed any

    contingent liabilities or loss (where

    otherwise not reported) that would

    require disclosure in accordance with

    International Accounting Standard

    10? If so, to what extent does the

    disclosure impact on the solvency and

    financial strength of the

    holding/parent company or other

    guarantor?

    2.7.5 Has the holding/parent company or

    third party organisation disclosed any

    changes in accounting policy or any

    planned changes in accounting policy

    since the last published accounts, for

    example, acquisitions, mergers, share

    issues, major investments, major

    loans?

    6

Report this document

For any questions or suggestions please email
cust-service@docsford.com