The suitability assessment procedure involves inviting applicants to submit information (and their named specialists where so requested by the Employer) in response to a customised standard questionnaire. The Employer uses the information in the responses to determine which applicants (under a restricted procedure) or which tenderers (under an open procedure) meet the suitability standards and which do not. The standard approach to suitability assessment is intended to ensure only those service providers or works contractors that qualify against certain objective and transparent, non-discriminatory, proportionate and fair criteria progress to the next stage of the procurement procedure for publicly funded projects.
The Capital Works Management Framework includes a number of suitability assessment questionnaires that are used in different circumstances, as outlined in list below.
Note: Click on the ‘(more…)’ link to the right of the Questionnaire name to access the relevant Questionnaire and Appendices and download them. All the links below are Word Documents
Suitability Assessment for Service Providers
QC1 Suitability Assessment for Service Providers, Restricted Procedure
QC2 Suitability Assessments for Service Providers, Open Procedure
NEW: QC Appendices for use with either QC1 or QC2 Appendix A (QC1 and QC2 ) – Applicants Self Declaration re: Article 57 – 09/02/22 Appendix B3 (QC1 and QC2) – Certificate of Satisfactory Delivery of Services – 09/02/22 Appendix C (QC1 and QC2) – Letter of Undertaking re: Insurance – 09/02/22 Appendix D (QC1 and QC2) – Letter from Entity being Relied Upon – 09/02/22
Suitability Assessment for Works Contractors
QW1 Suitability Assessment for Works Contractors, Restricted Procedure
QW2 Suitability Assessment for Works Contractors, Open Procedure QW2 Supplements 3.4.1(QW2) 3.4.2(QW2) 3.4.3(QW2) 3.4.4(QW2) QW2 Appendices
QW3 Suitability Assessment for Works Specialists for specialist areas of work QW3 Supplements 3.4.1(QW3) 3.4.2(QW3) QW3 Appendices
QW4 Suitability Assessment for Reserved Specialists, Restricted Procedure