Selection stage under the Public Contracts Regulations 2015

Yes.

It is possible to deviate from the core questions included in it, but this will need to be reported as a "reportable deviation", in accordance with the guidance.

Yes, Regulation 111 states that it is no longer possible to hold a separate selection stage for an under-threshold contract. 

Yes - the SQ forms part of the "procurement documents" and as such will need to be available electronically from the date of the FTS advertisement.

Case law suggests that this is necessary in order to create transparency, and the Cabinet Office guidance states that "The contracting authority must ensure that full details including scoring for each question, weightings and any ‘pass mark’ or minimum threshold for selection are made known to the suppliers at the same time that the SQ/ selection questions are issued.

In addition, if certain questions are sufficiently critical that an unsatisfactory answer may lead to exclusion, irrespective of the score on the rest of the SQ, this should be made clear to suppliers."

The criteria that can be used are set out in the Cabinet Office SQ. This consists of various mandatory/discretionary exclusion criteria, followed by criteria around economic and financial standing and technical and professional ability.

As part of the latter there is the possibility of including project specific questions aimed at eliciting technical and professional ability, provided that these are relevant and proportionate to the procurement and are framed around the topic areas listed at Regulation 60(9)(b) – (k) and must also meet the “relevant and proportionate” test.

Finally, the Cabinet Office SQ also contains "additional modules" at sections 7(B-E), covering issues such as health and safety and environmental management - note that these must also pass the “relevant and proportionate” test before they can be included.

No. Information should only be requested at SQ stage if it will actually be used as part of the selection process.

No, but the standard SQ does allow you to ask questions about the proposed consortium/subcontractor and the proposed supply chain.

Contracting authorities should only deselect bidders if they do not comply with the published selection criteria; de-selection must not be arbitrary. Where stated in the FTS notice, the contracting authority can limit the number of bidders invited to participate in the ITT stage, subject to the minimum number requirements set out at Regulation 65 (see next question for more detail) and to setting out in the procurement documentation the objective and non-discriminatory criteria that will be used to make this limitation in numbers.

In the restricted procedure, at least five (assuming five or more suitable suppliers respond). You should ensure that the FTS notice states any maximum number to which you are proposing to send the ITT, and the objective and non-discriminatory criteria to be used to limit the number selected. In the competitive with negotiation, competitive dialogue and innovation partnership procedures, the invitation to negotiate/participate in dialogue should be sent to at least three bidders.