Qualifying for tenders

1. What do I need to apply
   Awarding authorities look for similar information when evaluating potential suppliers for tender lists. The requirements may vary in detail and structure depending on the nature of the tender, but the vast majority look for information to assess the skills, efficiency, experience and reliability of the potential suppliers. This information usually takes the form of:
   • Financial and Economic Information
   • Information Supporting Technical Capacity

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   Financial and Economic Information that may be required

   • Balance Sheet Information
   • Bank Statements
   • Turnover over the previous 3 financial years
   • Evidence of overall turnover and turnover in respect of services/products to which the contract relates, over the previous 3 financial years
   • Any document which the Public Sector Organisation considers appropriate
   • Relevant professional risk indemnity insurance

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   Information Supporting Technical Capacity that may be required

   • A list of principal product deliveries/services provided over the previous 3 years with details of amounts, dates and recipients (whether in the public or private domain).
   • The technical bodies and personnel responsible for monitoring your quality control and conformance with other standards.
   • Recognised third party certification of conformity of the products/services to given specifications and industry standards.
   • For complex or special purpose services/products, a possible check on the supplier's/service providers technical ability, study and research facilities or quality control measures carried out by an official body in the supplier's country of establishment.
   • Information on Health and Safety aspects
   • Information on Environmental Controls
   • The educational and professional qualifications of managerial staff and of those responsible for providing the services.
   • Average annual manpower and the number of managerial staff for the last 3 years.
   • The tools, plant or equipment available for the carrying out of the services.
   • An indication of the proportion, if any, of the contract, which the service provider intends to sub-contract
   • Quality assurance standards referring to EN29000 European Standards series. (see ISO9000)

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2. Qualification criteria
   Qualification criteria must be clearly laid out either in the notice, or the tender documents, preferably in order of importance. They must be easily identifiable - it is not acceptable for potential tenderers to have to interpret documentation in order to establish the criteria as this may lead to inequality due to alternative interpretation.

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