Develop Documents

This section of the Procurement Journey provides you with guidance on the following:

  • Exclusion, selection and award criteria
  • ESPD (Scotland)
  • Specification
  • Invitation to Tender (ITT) - including Terms and Conditions

Checklist

Checklist

Information to Include in your Tender

This provides a list of documents that can be included in your tender.

For complex and higher value regulated procurements, you may find some of the guidance and tools in Route 3 to be of benefit, but you only need to follow Route 3 where the contract is required by law to be advertised in OJEU.

If You Use PCS-Tender

It is best practice to have all documentation created on PCS-Tender before preparing the Contract Notice and advertising the requirement.

If You Use Public Contracts Scotland (PCS)

If you decide to use the online ESPD (Scotland) Module on Public Contracts Scotland (PCS) (the Module), the selection and exclusion criteria will need to be detailed in the ESPD (Scotland) i.e. not 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.  You should deselect any that are not legally required or relevant and proportionate to your procurement exercise. 

You are required to choose the selection criteria relevant to your procurement exercise from the provided list in the Module.  You should not disclose information provided by tenderers which has been designated as confidential.  This could include, but is 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. 

Consideration must also be given to Planning, Sustainable Procurement and Risk Management throughout this stage of the Journey.

General Data Protection Regulation (GDPR)

Organisations should ensure that:

  • all relevant procurement documents make reference to the new General Data Protection Legislation
  • update terms and conditions.

You should seek legal advice to ensure this fits the nature of the requirement and the other documentation used.

More detailed information on GDPR can be found in Additional Resources. 


Remember

You should use lessons learned from previous contracts/procurement exercises to inform your new strategy.   As you progress through the Journey you should constantly re-inform your strategy with any new information.