Route 3 - Develop Documents
- Exclusion, selection and award criteria
- ESPD (Scotland)
- Invitation to Tender (ITT) - including Terms and Conditions
It is necessary to have all of the above documentation created on PCS-Tender, where PCS-Tender is used, before preparing the Contract Notice and advertising the requirement on PCS-Advertising.
If you decide to use the online ESPD (Scotland) Module on PCS (the Module), then the selection and exclusion criteria will need to be detailed in the ESPD (Scotland) and not put in the Contract Notice. The default exclusion criteria required for a process valued equal to or above the OJEU threshold is provided automatically in the Module while you can choose the selection criteria relevant to the procurement exercise that you are conducting.
Care must be taken to ensure consistency between the ITT and the Contract Notice (if at any point in the procurement process you identify the need to vary from the Contract Notice you may need to cancel the existing notice and republish, which could result in new suppliers coming forward).
You should not disclose information provided by tenderers that has been designated as confidential, including, but not limited to, technical or trade secrets and the confidential aspects of tenders.
You may wish to consider adding a requirement to ensure your organisation’s confidential information is protected throughout the procurement process.