Pre-Qualification Questionnaire for tender evaluation

Background

Supplier assessment is an essential element of procurement as purchasing organisations need assurance that potential suppliers are suitable to tender for contract opportunities in terms of their legal, financial and technical capacity. A formalised mechanism to assess this is therefore part of the vast majority of procurement operations and is commonly referred to in the public sector as 'pre-qualification'.

A 'global' approach to pre-qualification in which purchasers assess potential suppliers' general suitability across a range of requirements, differs from a procurement-specific approach to pre-qualification in which suppliers are assessed in respect of their suitability to bid for a specific individual requirement.

The global approach is based on the purchaser maintaining an 'approved list' of assessed suppliers. However, private sector companies offer public purchasers what are often referred to as 'supplier accreditation services'.  These effectively involve the purchaser transferring responsibility for the overhead of gathering and assessing supplier information and establishing and maintaining their supplier databases and approved lists to a commercial provider. These service providers typically levy a charge on suppliers wishing to be included on the database (in the hope of a resulting opportunity) rather than purchasers.