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Evaluation Questionnaire for the United Kingdom

Evaluation Questionnaire Template for England and Wales

An Evaluation Questionnaire Template under English and Welsh law is a structured document used to gather and assess information from potential suppliers, contractors, or service providers. It enables organizations to evaluate respondents' capabilities, compliance, and suitability for specific projects or contracts in a standardized format. The template includes sections covering financial standing, technical capability, regulatory compliance, and other relevant criteria, while adhering to UK procurement legislation and data protection requirements.

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What is a Evaluation Questionnaire?

The Evaluation Questionnaire Template is a critical tool in procurement and supplier selection processes under English and Welsh law. It is typically used during the pre-qualification or tender stage to systematically assess potential suppliers' capabilities, financial stability, and compliance status. The template ensures a fair and transparent evaluation process while meeting legal requirements including public procurement regulations, data protection laws, and equality legislation. Organizations use this document to make informed decisions about supplier selection and to maintain compliance with relevant regulatory frameworks.

What sections should be included in a Evaluation Questionnaire?

1. Instructions to Respondents: Guidelines on how to complete the questionnaire, submission deadlines, and contact information

2. Company Information: Basic details about the responding organization including legal status, registration numbers, and contact details

3. Financial Information: Questions about financial standing, accounts, and financial stability

4. Technical Capability: Questions about relevant experience, qualifications, and capacity

5. Compliance Requirements: Mandatory legal and regulatory compliance questions

What sections are optional to include in a Evaluation Questionnaire?

1. Environmental Criteria: Questions about environmental policies and sustainability when environmental factors are relevant to the evaluation

2. Social Value: Questions about community benefit and social impact for public sector contracts or when social value is a consideration

3. Innovation: Questions about innovative approaches and solutions when seeking innovative solutions or approaches

4. Supply Chain Management: Questions about supply chain practices and management when supply chain considerations are important

What schedules should be included in a Evaluation Questionnaire?

1. Scoring Methodology: Detailed explanation of how responses will be evaluated and scored

2. Reference Ƶ: Standard forms for providing references

3. Required Certificates: List of required certifications and proof documents

4. Financial Ƶ: Standard forms for financial information

5. Declaration Forms: Standard declaration forms for legal compliance

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

England and Wales

Publisher

Ƶ

Document Type

Evaluation Form

Cost

Free to use
Relevant legal definitions


































Clauses



































Industries

Public Contracts Regulations 2015: Key legislation governing public procurement processes, including evaluation criteria and procedures for public sector contracts

Utilities Contracts Regulations 2016: Specific regulations for procurement in utilities sectors such as water, energy, transport and postal services

Concession Contracts Regulations 2016: Regulations governing the award of concession contracts by public authorities and utilities

UK General Data Protection Regulation (UK GDPR): Primary data protection legislation governing how personal information must be handled and protected in questionnaires

Data Protection Act 2018: UK's implementation of data protection standards, complementing UK GDPR and providing additional data protection requirements

Equality Act 2010: Legislation ensuring that evaluation criteria and questions do not discriminate against protected characteristics

Competition Act 1998: Law preventing anti-competitive practices, ensuring questionnaire content doesn't promote anti-competitive behavior

Enterprise Act 2002: Legislation promoting fair trading and market competition, relevant for evaluation criteria design

Small Business, Enterprise and Employment Act 2015: Legislation supporting small business participation in procurement, affecting how questionnaires should be structured for SMEs

Freedom of Information Act 2000: Law governing public access to information held by public authorities, affecting how questionnaire information might be disclosed

Modern Slavery Act 2015: Legislation requiring consideration of supply chain transparency and modern slavery prevention in evaluation criteria

Bribery Act 2010: Anti-corruption legislation affecting compliance questions and evaluation criteria related to anti-bribery measures

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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