contract pre qualification questionnaire

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Copyright © Tendering for Contracts Training Ltd 1997 - 2009 Provision of Planned Preventative Mechanical and Electrical Maintenance Services Thank you for viewing our PQQ presentation. The PQQ contents are based on actual identical private and public sector PQQ documents and has been developed and provided by: Tendering for Contracts Training Ltd. The Presentation has (5) Sections {(including an (FAQ )}. This presentation describes a typical PQQ document and is a re-requisite of tendering for both public and private sector contracts that the small and medium enterprise (SME) owners need to know and be able to complete correctly – if they wish to be successful in this sector of the market. You can request this document in: [email protected]

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Tendering for Contracts Training provides online tendering and procurement training for small to medium enterprises. Training that enables firms benefit from business opportunities in the public or private sector by preparing them on how to respond to invitation to tender notices and prepare contract documents. Our training enables firms identify and benefit from new business opportunities in the public or private sector, respond to invitation to tender notices, tender for contracts, respond to request for proposals, prepare and submit tenders documents, implement quality management systems, effectively market products and services to the public sector and efficiently manage public sector contract projects. Testimonial As a procurement specialist for over 20 years, I believe this to be an excellent on-line training programme, suitable for both managers / owners of firms and individuals, it prepares them to tender for contracts with confidence, and develop new business through effective training that enables profitable engagement in the tendering and procurement process. (Former Chief Procurement Officer, Centrica Plc.)

TRANSCRIPT

Page 1: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

Provision of Planned Preventative Mechanical and

Electrical Maintenance Services

Provision of Planned Preventative Mechanical and

Electrical Maintenance Services

Thank you for viewing our PQQ presentation.

The PQQ contents are based on actual identical private and public sector PQQ documents and has been developed

and provided by: Tendering for Contracts Training Ltd.

The Presentation has (5) Sections {(including an (FAQ)}.

This presentation describes a typical PQQ document and is a re-requisite of tendering for both public and private sector

contracts that the small and medium enterprise (SME) owners need to know and be able to complete correctly – if they wish

to be successful in this sector of the market.

You can request this document in: [email protected]

Page 2: Contract Pre Qualification Questionnaire

WHY THE NEED FOR A PQQ? – COULD I FILL IN ONE CORRECTLY?

Improve Your Improve Your Brand ValueBrand Value

Create New Create New Revenue ChannelsRevenue Channels

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

WHY NOT TRY TO COMPLETE

THIS SAMPLE PQQ?

Provide CustomerSatisfaction

Provide Reliable Goods & ServicesDevelop a Profitable

Relationship

Develop Good Quality Management

Page 3: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 – 2009

LONDON 2009 HIGH SPEED CROSS RAIL CONTRACT

CAN YOU THINK OF AN APPROPRIATE RESPONSE TO THIS VERY SMALL PROBLEM?

LONDON 2009 HIGH SPEED CROSS RAIL CONTRACT

CAN YOU THINK OF AN APPROPRIATE RESPONSE TO THIS VERY SMALL PROBLEM?

Page 4: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

PQQ - Sample Introduction

Applications are invited from suitably qualified and experienced M&E services contractors who wish to be considered for

inclusion on a selected list of tenders to provide the highest standards of environmental controls, lighting and presentation,

mechanical and electrical services, and client care.

The Wallace Collection is a prestigious Grade II listed public building in central London and part of the National Museums

Collection; a unique art collection and a unique building containing some of the finest artworks, paintings, furniture, arms and

armour, porcelain and sculpture in the world.

Our other activities include education and learning, conservation and research. As well as Grant in Aid from the DCMS,

The Wallace Collection has charitable status and raises funds through donations and activities such as the prestigious Wallace

Restaurant in our glazed central courtyard, high profile corporate and evening functions and a gift shop.

The value of the contract is expected to be around £375,000 over three years for a standard contract, however with additional

works it could be expected to be in the region of £500,000.

The Wallace Collection would also consider proposals for a semi or fully comprehensive contract. Malcolm Readings is acting

as tendering coordinator to The Wallace Collection

PQQ - Sample Introduction

Applications are invited from suitably qualified and experienced M&E services contractors who wish to be considered for

inclusion on a selected list of tenders to provide the highest standards of environmental controls, lighting and presentation,

mechanical and electrical services, and client care.

The Wallace Collection is a prestigious Grade II listed public building in central London and part of the National Museums

Collection; a unique art collection and a unique building containing some of the finest artworks, paintings, furniture, arms and

armour, porcelain and sculpture in the world.

Our other activities include education and learning, conservation and research. As well as Grant in Aid from the DCMS,

The Wallace Collection has charitable status and raises funds through donations and activities such as the prestigious Wallace

Restaurant in our glazed central courtyard, high profile corporate and evening functions and a gift shop.

The value of the contract is expected to be around £375,000 over three years for a standard contract, however with additional

works it could be expected to be in the region of £500,000.

The Wallace Collection would also consider proposals for a semi or fully comprehensive contract. Malcolm Readings is acting

as tendering coordinator to The Wallace Collection

Page 5: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

Submission RequirementsApplicants are required to complete and submit this Pre Qualification Questionnaire (PQQ) to Matthew Johnson at the address below by 12.00 on the Monday 10 April 2023 - (Normally you will approximately two weeks (min) to respond)

During the pre-qualification stage Johnson & Johnson personnel should not be contacted, all queries are to be directed in writing to:Matthew B JohnsonJohnson & Johnson 1045/46 Carnaby TerraceLondonW1TJ 3NP

Or by email to:

[email protected] it is necessary to include any supporting documents, please ensure these are marked clearly with the name of the Applicant and the number of the question to which they refer. Please note that information which is not specifically relevant may not be considered.

Please provide three bound copies of your PQQ response (including any supporting documents) – each not exceeding 30 sides of A4 (excluding accounts and certificates), plus a PDF version on CD or memory stick.

Submissions cannot be returned. It is strongly recommended that a separate copy of the full submission is retained by those submitting a PQQ in case of damage or loss.

Submission RequirementsApplicants are required to complete and submit this Pre Qualification Questionnaire (PQQ) to Matthew Johnson at the address below by 12.00 on the Monday 10 April 2023 - (Normally you will approximately two weeks (min) to respond)

During the pre-qualification stage Johnson & Johnson personnel should not be contacted, all queries are to be directed in writing to:Matthew B JohnsonJohnson & Johnson 1045/46 Carnaby TerraceLondonW1TJ 3NP

Or by email to:

[email protected] it is necessary to include any supporting documents, please ensure these are marked clearly with the name of the Applicant and the number of the question to which they refer. Please note that information which is not specifically relevant may not be considered.

Please provide three bound copies of your PQQ response (including any supporting documents) – each not exceeding 30 sides of A4 (excluding accounts and certificates), plus a PDF version on CD or memory stick.

Submissions cannot be returned. It is strongly recommended that a separate copy of the full submission is retained by those submitting a PQQ in case of damage or loss.

Pre- Qualification QuestionnaireThe entrants are required to complete the following questionnaire. When using separate sheets to expand on answers, please make it clear to which question the response relates.

Pre- Qualification QuestionnaireThe entrants are required to complete the following questionnaire. When using separate sheets to expand on answers, please make it clear to which question the response relates.

Page 6: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

SECTION 1: PRACTICE INFORMATION ANSWERS INTHIS SECTION HAVE A WEIGHTING FACTOR OF 20%

1. Practice name

2. Address of registered office

3. Main contact for communications

4. Address of office where the services relating to this appointment will be provided (if different from 2)

5. Telephone number including international code

6. Contact email address

Page 7: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

7. VAT registration number (if applicable)

8. Company status (Partnership, Limited Company etc.)

9.Please provide details of any parent company or

ultimate holding company (if applicable).

10.If a Limited Company, please provide registration

number and date of incorporation

11.Does you organisation hold a recognised quality

management certificate (ISO9001 certificate or

equivalent)?

If yes, please enclose a copy. If no, please describe

what arrangements your organisation has made with

regards to quality assurance.

Delete as appropriate

ENCLOSED

NOT ENCLOSED

12.Please enclose a copy of your organisation’s health

and safety management system, enclosing any

certificates.

Delete as appropriate

ENCLOSED

NOT ENCLOSED

Page 8: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

13.Please state whether your organisation has ever been

prosecuted under Equal Opportunities legislation?

(If YES please provide details)

14. Please provide details of your equal opportunities policy.

Delete as appropriate

ENCLOSED

NOT ENCLOSED

15.

Please state whether your organisation has ever been prosecuted under Health & Safety legislation?

(If YES please provide details)

Please confirm whether any of the following applies to your organisation. If ‘YES’, in all cases please provide details

16.Please state if any Director or Partner has been

involved in any company that has been declared

bankrupt or been put into Administration, Liquidation

or Receivership?

17.Is the organisation bankrupt or being wound up,

having its affairs administered by the court, or have

you entered into an arrangement with creditors,

suspended business activities or any analogous

situation arising from similar proceedings under

national laws or regulations?

Page 9: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

18.Is the organisation the subject of proceedings for a

declaration of bankruptcy, for compulsory winding-up

or administration by the court or for an arrangement

with creditors or of any other similar proceedings

under national laws or regulations?

19.Has any employee whom you would propose to use

to deliver this service been convicted of an offence

concerning his professional conduct by a judgement

which has the force of res judicata?

20.Has any employee whom you would propose to use

to deliver this service been guilty of grave

professional misconduct?

Page 10: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

21.Has the organisation failed to fulfil obligations relating

to the payment of social security contributions in

accordance with the legal provisions of the or the

country in which it is established?

22.Has the organisation failed to fulfil obligations relating

to the payment of taxes in accordance with the legal

provisions of the or the country in which it is

established?

23.Has the organisation failed to fulfil obligations relating

to environmental protection, employment protection

and working conditions in accordance with the legal

provisions of the or the country in which it is

established?

Page 11: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

24.Please state if any Director, Partner or employee

is related to an employee of The Wallace

Collection?

25.Has a contract ever been terminated or not

renewed due to failure to perform?

26.Please state whether the organisation has

incurred damages in respect of a contract in the

last three years?

Page 12: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

SECTION 2 – FINANCIAL INFORMATION

ANSWERS INTHIS SECTION HAVE A WEIGHTING FACTOR OF 10%

1.Please provide your organisation’s bank details.

Including name and address and contact number

for your branch.

The Wallace Collection may approach your

bankers for references, please state here if you

do not permit this.

2.Please provide copies of your organisation’s

accounts for the last three years.

Delete as appropriate

ENCLOSED

NOT ENCLOSED.

Please provide details of the following

insurances held. Along with copies of

certificates:

Employers Liability Insurance

Insurer:

Policy Number:

Extent of Cover:

Expiry Date:

Page 13: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

c. Professional Indemnity Insurance

Insurer:

Policy Number:

Extent of Cover:

Expiry Date:

£5,000,000.00 minimum Professional Indemnity Insurance cover will be required.

b. Public Liability Insurance:

Insurer:

Policy Number:

Extent of Cover:

Expiry Date:

4.Please provide details of any claims which have

been made against your organisation in the last

three years, also please provide notification of

any claims that are pending.

Page 14: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

SECTION 3: QUALITY QUESTIONS

The following three questions need to be answered satisfactorily as a minimum requirement, if your response to these

questions doesn’t meet the required standard

The Wallace Collection reserves the right not to consider your application any further.

1.Please provide details of your organisations experience in maintaining building, lighting and environment within

government building including but not exclusively museums, galleries, historic buildings, high profile and prestigious

premises, indicating contract value, dates, nature of work and the details recipient of service.

Question weighting 7%

2. Please provide details of your organisations experience in working in and around buildings with valuable, diverse and rare artworks and collections.

Question weighting 12%

Page 15: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

3. Please provide details of current and similar services provided in a historic building with Grade I or Grade II listing, indicating award authority, date of commission, value of works and terms of reference.

Question weighting 13%

4. Please provide a statement of technical and specialist experience available to meet the requirements of this contract with particular reference to environmental controls and specialist lighting presentation.

Question weighting 18%

5. Please provide details of the provision of the required services to a wide range of clients, internally and externally, from lighting designers and architects, quantity surveyors to stakeholders such as corporate events departments and conservation departments.

Question weighting 10%

Page 16: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

SECTION 4: REFERENCES

ANSWERS INTHIS SECTION HAVE A WEIGHTING FACTOR OF 10%

Please provide details of three clients where similar services to those being asked for in this pre-qualification questionnaire

have been carried out in the last three years.

1. Client Organisation

Client Name

Client Contact Email and Telephone Number

Date of Contract Award

Contract Value

Contract Length

Page 17: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

2. Client Organisation

Client Name

Client Contact Email and Telephone Number

Date of Contract Award

Contract Value

Contract Length

Page 18: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

3. Client Organisation

Client Name

Client Contact Email and Telephone Number

Date of Contract Award

Contract Value

Contract Length

Page 19: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

SECTION #1 20%

SECTION #2 10%

SECTION #37%

12%

13%

18%

10%

SECTION #410%

----------------------------------------

TOTAL PQQ SCORE = 100%

SECTION #5 ENTER YOUR SCORE: ?

1. WHCIH SECTION [ 1, 2, 3, 4 ] DO YOU THINK IS THE MOST IMPORTANT?

2. WHICH SECTION GAVE THE MOST PROBLEMS?

3. WOULD YOU LIKE HELP SORTING THE PROBLEM SECTION?

4. YOUR FIRST TELEPHONE HELP SESSION - (1.0 HOURS MAX) IS FREE!!!

Page 20: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

SECTION 5: FREQUENTLY ASKED QUESTIONS

QUESTION AND ANSWER LOG

VERSION: 2.0 Send FAQ to: [email protected]

Date: 23-July-2009

1.Question Answer

With regard to section 3 question 5, could you

please elaborate on the question asked as I am

having trouble deciphering it?

This question is asking for details of the clients you

have been commissioned by and the context in which

your services were

undertaken.

We are looking for a company who has worked for a

range of different clients and in varying scenarios.

Can you please elaborate on question 5 of section 3?

This question is asking for details of the clients you have been commissioned by and the context in which your services wereundertaken.

We are looking for a company who has worked for a range of different relevant clients and in varying scenarios.

Could you please let me know what the special

requirements that the contract needs. Could

you provide a document that would enable us to

have the understanding for your contract?

At present no further information is available.

The specialist nature of the service relates to the

building being listed and home to a publicly accessible

collection of fine art.

Page 21: Contract Pre Qualification Questionnaire

WE PROVIDE

ONE 2 ONE SUPPORT

4 SME’s

in TENDERING 4

PUBLIC & PRIVATE SECTOR CONTRACTS

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

For Your 1st FREE Support Click Here

For Audio PresentationClick Here

Page 22: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

Tendering for Contracts TrainingTendering for Contracts Training provides online tendering and procurement training that enables firms identify and benefit from new business opportunities in the private and public .

Our training has been specifically developed to assist small firms bid for contracts both in the private or private sector, respond to invitation to tender notices, tender for contracts, respond to request for proposals, prepare and submit tender documents, implement quality management systems, effectively market products and services and efficiently manage contract projects.

TestimonialAs a procurement specialist for over 20 years, I believe this to be an excellent on-line training programme, suitable for both managers / owners of firms and individuals, it prepares them to tender for contracts with confidence, and develop new business through effective training that enables profitable engagement in the tendering and procurement process.(Former Chief Procurement Officer, Centrica Plc.)

Lloyd Sewell - Director To listen an audio presentation – click speakerTendering for Contracts Training Ltd 23 Elmbridge Road Cranleigh Surrey GU6 8NH

: 01483 267098 Mob: 07866 607197 Email: [email protected]

Url: http://www.tfc-training.com

Page 23: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

In response to the market, all public sector agencies and the large private sector firms has developed a standard form of prequalification (PQQ) to enable their buying or procurement department to provide their generic prequalification details centrally and avoid the need for multiple pre-qualifications. This form should be completed and certified as being accurate by one of the company's directors.

The completion of this form does not commit the authority / agency / firm in any way nor is it intended to circumvent any legal requirements required under EC Procurement Directives or Competition rules.

The authority / agency /firm is at liberty to confirm any details entered on to the form and may request an audit of the detail giving reasonable notice.

The form only requests generic company information and project specific pre-qualification detail may be requested separately at the appropriate time. It is anticipated that for certain tender exercises a director of the company may be required to confirm the accuracy of the information at the given time.

The completed document may be provided either in hard copy or electronic format.

All requests for clarification or further information in respect of a PQQ should be addressed to the named contact point.

No approach of any kind in connection with a PQQ should be made to any other person within,

or associated with the authority / agency / firm.

General Guidance Notes:

Page 24: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

PQQ Evaluation

We provide an assessment of

how the PQQ may be evaluated

and the weighting factors

attached to each section so that

you may be able to gage your

chances of success - as an

integral part of the support that

we provide to firms who pursue

our online training programme.

You may contact us here for more

details:

Tel: 01483 267098

1 Organisation Details

2 Financial Information

3 Business Activities

4 References

5 Insurance

6 Quality Assurance Policy

7 Health & Safety Policy

8 Equal Opportunities Policy

9 Environmental Policy

10 Professional & Business Standing

11 Specific Question Requirement

12 Declaration

Page 25: Contract Pre Qualification Questionnaire

Copyright © Tendering for Contracts Training Ltd 1997 - 2009

END

The following procurement information is also available

Top Ten Procurement Tips http://www.tfc-training.com/top_ten_procurement_tips.htm

Procurement - Spend Management http://www.tfc-training.com/spend_management.htm

Request for Proposal - Best Practice

Other useful information designed to improve your knowledge of procurement

Please note you will have to register to gain access to these pages