National Occupational Standards in
Archaeological Practice

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AB5 Co-ordinate the procurement process

AB5.2 Evaluate and select potential suppliers

Performance Required

This will involve:

1. identifying potential tenderers and providing preliminary tender information in accordance with agreed procurement procedures and statutory requirements
2. identifying and inviting interested tenderers who are potentially capable of meeting the contract specification to provide relevant background information to substantiate their capabilities
3. devising and agreeing relevant and valid criteria for weighting and performance rating potential tenderers in order to select a shortlist,
4. offering the client additional relevant and objective information about potential tenderers to assist their selection
5. ensuring that the number of tenders to be invited is appropriate to the contract size and value and recommending and agreeing the list with the client and other interested parties
6. promptly contacting potentially suitable tenderers and confirming their willingness to bid
7. in cases where potential tenderers decline an invitation, adding additional contractors who meet minimum criteria to the list

Occupational Context

1. Type of tender:
   • single negotiated
   • open competitive
   • fixed price
   • fixed price with contingency provision
   • estimate
   • hourly/day rates
   • two stage
2. Statutory requirements in tendering:
   • compulsory competitive tendering
   • European Union requirements
3. Provision of background information:
   • documentary
   • references
   • interview
4. Selection criteria:
   • workforce with appropriate skills
   • perceived added value (including professional reputation of potential suppliers)
   • acceptability of known sub-contracting arrangements
   • acceptability to client
   • acceptability to statutory/regulatory authorities
   • financial resources
   • references from previous clients and Bankers

Knowledge Requirements

You need to know and understand how to:

• Identify potential tenderers
• Devise criteria for comparing potential tenderers

You need to know about:

Tendering

• Types of tender and their applicability to different forms of procurement
• Sources of information on potential tenderers
• Legal and statutory controls on tendering procedures
• Methods of evaluating capability and performance of potential tenderers

Tendering procedures

• Standard procedures for main types of tender arrangement
• Relevant criteria for shortlisting potential tenderers
• The archaeologist's duties and responsibilities for advising on and co-ordinating tendering arrangements

Required Skills

N/A

Evidence Required

You should provide evidence that you can evaluate and select potential suppliers

The candidate should be questioned, based upon the documentation provided, to explore how they

• ensured that the number of tenders to be invited is appropriate to the contract size and value
• recommended and agreed the list
• identified and invited potential tenderers
• devised and agreed relevant and valid criteria to select a shortlist

Evidence Rules

• The candidate should have been involved in the procurement of works, good and services.

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Today's date: 8/9/2008
This page last updated: 27/7/2007 16:17