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  • PublisherCIBSE
  • Product CodeDE1
  • Number of pages27
  • Publication DateAug 2016
  • ISBN9781906846862

DE1: Pre-qualification Questionnaires

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DE1: Pre-qualification Questionnaires

DE1, part of CIBSE's Digital Engineering series, is intended to help those that generate, complete and review pre-qualification questionnaires (PQQs).

A free-to-access template associated with DE1 is available, and is intended to be a generic template that users can modify in any way they see fit.

Pre-qualification is now an integral part of seeking new contracts and ensuring that those that are bidding for work are competent, capable and have the capacity to perform the tasks asked of them.

Traditionally, a pre-qualification questionnaire (PQQ) was a bespoke form sent by the prospective Employer or their representative to the bidders. This takes time and resources to complete on a project by project basis, so PAS 91 was written to streamline this. The purpose of completing a PAS 91 compliant questionnaire is to compile all the data that is necessary to answer the relevant questions an employer may ask. This is done once and once only, until the data needs to be revised, thus saving the bidding company time and money on future project bids.

This Guidance Note is intended to help suppliers of Building Services and their prospective Employers to understand the process, what is relevant and what is not and how to write a questionnaire and how to answer it. This guidance note should be read in conjunction with the PAS.

For a more generalised view, please refer directly to PAS 91: 2013, which is available from BS.

DE1 is initially only available in electronic (pdf) format. A printed copy may be available in the future.


Introduction to this CIBSE Guidance and Training

This publication is the first in a series that CIBSE will be publishing in the coming months and years in order to assist members of the Institution and of the full supply chain, clients and their operational management as well as consultants, contractors, and manufacturers of all kinds, to tackle the practical challenges specifically of the BIM processes, and of digital engineering more widely.
 
It represents the first output of a co-ordinated and comprehensive approach from CIBSE that is designed to deliver the guidance and training that will enable readers and users to engage with and deliver the practical results that clients, led by Government since April 2016, now require from those responsible for the design, installation, commissioning, operation and maintenance of building services.

Associated publications:
The full set of titles within the Digital Engineering Series, so far published as at July 2017, are listed below. Each is linked to the appropriate page of our website:

 

We have also provided templates that should help with organise Model Review Meetings, which are available here: 

Model Review Meeting Agenda
Model Review Meeting Minutes

 

Contents:

Foreword 
Author 
Acknowledgements 
Introduction 
Scope 
PAS 91:2013 

Core modules 
Module C1 - Supplier identity 
C1-Q1 - Name of legal entity or sole-trader 
C1-Q2 - Registered office address 
C1-Q3 - Contact Details for enquiries 
C1-Q4 - Registration number 
C1-Q5 - Charity registration number 
C1-Q6 - VAT registration number 
C1-Q7 - Name of immediate parent company 
C1-Q8 - Name of ultimate parent company 
C1-Q9 - Type of organisation 

Module C2 - Financial information 
C2-Q1 – Accounts 
C2-Q2 – Insurance 

Module C3 - Business and professional standing 
C3-Q1 - Criminal or civil court action 
C3-Q2 – Pending criminal or civil court action 
C3-Q3 - Enforcement/remedial orders 

Module C4 - Health and safety policy 
C4-Q1-1a-c Exemptions
C4-Q2 - Role related question selection 

Contractor questions – White section 
C4-Q3 - Health and safety policy
C4-Q4 - Health and safety management 
C4-Q5 - Health and safety advice/assistance 
C4-Q6 - Health and safety training 
C4-Q7 - Health and safety qualifications 
C4-Q8 - Health and safety performance review 
C4-Q9 - Health and safety workforce planning and implementation 
C4-Q10 - Record and review accidents/incidents 
C4-Q11 – Supply chain health and safety 
C4-Q12 - Risk assessments 
C4-Q13 - Co-operating and co-ordinating 
C4-Q14 - On-site welfare provision

Designer questions – Red section 
C4-Q15 - Health and safety capabilities 
C4-Q16 - Arrangements for meeting the designer duties 
C4-Q17 - Check and review health and safety performance 

CDM Co-ordinator questions – Green section 
C4-Q18 - Field of knowledge and experience 
C4-Q19 - Evidence of knowledge and experience of H&S in construction 
C4-Q20 - Developing the co-ordination role 

Optional Modules 
Module O1 - Equal opportunity and diversity policy and capability 
O1-Q1 - Duties in relation to the Equalities Act 2010 
O1-Q2 - Compliance with anti-discrimination legislation 
O1-Q3 - Findings of unlawful discrimination 
O1-Q4 - Compliance action by the Equality and Human Rights Commission
O1-Q5 - Compliance remedial action 
O1-Q6 - Ensure that equality and diversity is embedded 
O1-Q7 - Eliminating discrimination

Module O2 - Environmental management policy and capability 
O2-Q2 - Policy for the management of construction-related environmental issues
O2-Q3 - Ensuring that environmental management procedures are effective
O2-Q4 - Training and information on construction-related environmental issues
O2-Q5 - Checking environmental management performance 
O2-Q6 - Supplier environmental management performance 

Module O3 - Quality management policy and capability 
O3-Q2 - Policy for the management and organization for quality management 
O3-Q3 - Ensuring that your quality management is effective 
O3-Q4 - Arrangements for providing quality related training 
O3-Q5 - Checking quality management performance 
O3-Q6 - Supplier quality management performance 

Module O4 - Building information modelling, policy and capability 
O4-Q1 - Common Data Environment 
O4-Q2 - Level 2 BIM 
O4-Q3 - BIM Execution Plan 
O4-Q4 - Training in BIM related skills 

Core Modules - Public Sector procurement 
Public Sector procurement – Mandatory exclusion 
C3-QP1 - Part 4 Regulation 23(1) of the Public Contracts Regulations 2006 

Public Sector procurement – Discretionary exclusion
C3-QP2 - Part 4 Regulation 23(4) of the Public Contracts Regulations 2006

Core Modules - Defence and Security procurement
Defence and Security procurement – Mandatory exclusion
C3-QD1 - Part 4 Regulation 23(1) of the Defence and Security Public Contracts Regulations 2011 

Defence and Security procurement – Discretionary exclusion 
C3-QD2 - Part 4 Regulation 23(4) of the Defence and Security Public Contracts Regulations 2011

Supplementary Questions 

Assessment Criteria 

Appendix 1 – Further Reading 


Acknowledgements

Carl Collins (Author) – Consultant to CIBSE

Other acknowledgements
Dr Hywel Davies (CIBSE), Rowan Crowley (CIBSE), Les Copeland (WSP), Martin Howe (SES Engineering), Nick Mead (Wates), Phil King (Hilson Moran), BEAMA BIM Steering Group