Route 2 - Develop Documents

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

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

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. You should deselect any exclusion criteria that are not legally required or relevant and proportionate to the procurement exercise you are conducting.  You are required to choose  the selection criteria relevant to the procurement exercise that you are conducting from the provided list in the Module.

You should not disclose information provided by tenderers which 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. 

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

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