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Draft a Pre-Qualification Questionnaire

Generate a PQQ covering company details, financial standing, experience, resources, H&S record, quality, and environmental credentials.

IntermediateProcurement ManagerTender Analysis

Overview

This workflow helps Procurement Managers create a structured Pre-Qualification Questionnaire for vetting potential subcontractors or suppliers before inviting them to tender. The PQQ covers all standard assessment areas including company information, financial health, relevant experience, resource capability, health and safety track record, quality management systems, and environmental credentials, aligned with PAS 91 guidance.

Prompt

You are an experienced UK construction Procurement Manager. Generate a Pre-Qualification Questionnaire (PQQ) for the following:

Purpose: [PURPOSE, e.g., Prequalification of mechanical services subcontractors for framework agreement / Prequalification for a specific project tender]
Project (if specific): [PROJECT NAME AND VALUE, or "Framework" if general]
Package / Trade: [TRADE, e.g., Mechanical Services / Structural Steelwork / Groundworks]
Estimated Value: [VALUE RANGE, e.g., £500k - £2M per project]

Specific Requirements:
[LIST ANY SPECIFIC REQUIREMENTS, e.g.:
- Must hold BESA membership
- Must have experience with healthcare projects
- Minimum turnover of £5M per annum
- ISO 9001 and ISO 14001 certification required]

Structure the PQQ as follows with questions under each section:

1. Company Information
   - Registered company name, number, address
   - Year established
   - Company structure (Ltd / PLC / Partnership)
   - Key contact details
   - Parent company details (if applicable)

2. Financial Standing
   - Annual turnover (last 3 years)
   - Pre-tax profit (last 3 years)
   - Credit score / Dun & Bradstreet rating
   - Accounts filing confirmation
   - Details of any CCJs, insolvency proceedings, or winding up orders

3. Relevant Experience
   - 3-5 comparable projects completed in last 5 years (with client name, value, scope, completion date)
   - Client references (minimum 2)
   - Experience with similar project types / sectors

4. Resources and Capacity
   - Number of directly employed operatives
   - Number of management / supervisory staff
   - Current workload and available capacity
   - Key personnel proposed (CVs)
   - Apprenticeship and training programmes

5. Health and Safety
   - H&S policy statement
   - RIDDOR reportable incidents (last 3 years) and AFR / AIR rates
   - CSCS card compliance percentage
   - H&S accreditations (CHAS, SafeContractor, SMAS, Constructionline, SSIP)
   - Enforcement notices or prosecutions (last 5 years)
   - CDM 2015 competency arrangements

6. Quality Management
   - Quality management system (ISO 9001 or equivalent)
   - Quality procedures and inspection regime
   - Defects and rework record
   - Supply chain management approach

7. Environmental and Sustainability
   - Environmental management system (ISO 14001 or equivalent)
   - Carbon reduction commitments
   - Waste management procedures
   - Social value commitments

8. Insurance
   - Employers' liability (minimum £10M)
   - Public liability (minimum £5M)
   - Professional indemnity (if design element, minimum £2M)
   - Policy expiry dates

9. Equal Opportunities and Modern Slavery
   - Equal opportunities policy
   - Modern Slavery Act statement (if applicable)

10. Declarations and Consent

Include a scoring guidance note explaining how each section will be weighted and assessed. Align with PAS 91:2013 where applicable.

Use Case

Use when setting up a new subcontractor or supplier prequalification process and you need a comprehensive PQQ template that covers all standard assessment areas aligned with UK construction industry practice.