Key Information – Part 3

Posted by Jess Jepson on 13 February, 2015

Tender Process Explained

Stage 1

Examination of the prospective supplier’s technical competence will be carried out. Customer management will be assessed in line with the references and case studies provided to demonstrate an understanding of the specific requirements of [Company Name].

At this and subsequent stages, the tender will outline the scope of the project against which suppliers will be assessed throughout the tender process.

Stage 1 will be completed with a ranking process to inform a shortlist of preferred suppliers who will progress to Stage 2, subject to clarification of questions where necessary.

There will be no more than 4 companies within the shortlist; however [Company Name] reserves the right to extend this number.

Stage 2

Stage 2 will consist of individual meetings with [Company Name] and each prospective supplier to question further the proposed solutions and requirements.

An agenda will be issued by [XX/XX/XX] for clarity on the scope of the meeting.

There will be a period of time granted for clarification for suppliers prior to the publication of the Company’s final requirements. This will be within the agreed scope of this document and more information will be provided regarding the integration, implementation and required Service Level.

Stage 3

The award will be based upon the cost of proposed services subject to meeting the criteria outlined in the Final Requirements Document.


Publication of Tender (PQQ)
Close of Stage 1
Clarification of Responses by
Assessment of PQQ Responses
Commencement of Competitive Dialogue
Completion of Competitive Dialogue (shortlisted organisations only)
Publication of Final Submission (to remaining participants)
Submissions Deadline
Contract Award

Your Company

Company making application
Main address
Registered office (if different from above)
Applicant name
Applicant position within company
Main address from which services/goods will be provided
Telephone Number
Website address
Please specify type of company here e.g. private limited company, public limited company, partnership, sole trader, workers co-operative, social enterprise, registered charity or other
Company Registration Number
VAT Registration Number
Please provide the names of every Director, Partner, Associate and Company Secretary

Due Diligence

To complete a comprehensive due diligence assessment, liaison with your bank and other professional advisors, along with further analysis of your financial statements may be necessary.

Please provide details of your Employer’s Liability Insurance protection including Policy Number, Insurer and Indemnity Value.

Provided [Yes / No]

Please provide details of your Public Liability (Third Party) Insurance protection including Policy No, Insurer and Indemnity Value and not excluding additional insurances with differing levels of cover.

Provided [Yes / No]

As part of the Due Diligence process, [Company Name] may wish to discuss any insurance claims with your Insurance Advisor/Broker.

Standard Terms

Please provide your proposed standard terms of business should you be successful in the award of this Contract.

Provided [Yes / No]

Call Centre Case Studies

Demonstrating relevance to the specific requirements, please provide details for each case study requested below.

N.B No generic marketing material or hyperlinks are permitted.

To demonstrate relevant experience and expertise please provide 1-3 case studies of activities undertaken with clients/customers of differing size and capabilities in the following areas:

  • Contact Centre
  • Collaboration
  • Teleworking

Client References

Client Reference 1

Please outline an example of the delivery of Telephony Services and Equipment in a Customer Contact Centre Environment.

  • Contact Name
  • Company
  • Job Title
  • Telephone number
  • Email address
  • Summary of products and services supplied:

Client Reference 2

Please outline an example of the delivery of Telephony Services and Equipment in a Customer Contact Centre Environment.

  • Contact Name
  • Company
  • Job Title
  • Telephone number
  • Email address
  • Summary of products and services supplied:


[INSERT SUPPLIER NAME] confirm that to the best of my/or knowledge, all information supplied herein is factually accurate and understand that any falsification may result in the rejection of our submission. I/we fully understand that falsification of information is a punishable criminal offence with adverse consequences for the submission.

I/we hereby give full consent to consult with any organisations listed as references.

Signed for and on behalf of [INSERT SUPPLIER NAME]:


Job title/position:




N.B this application should be signed by an authorised Director or Partner of the organisation.


Prior to submission, ensure all questions have been answered and are correct. Accompanying documentation where applicable should be included and the above undertaking signed.