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Debriefing

Debriefing is a way of helping suppliers to improve their competitive performance, which in turn produces benefits to procuring organisations. Unsuccessful suppliers and tenderers have a right to know the reasons for their rejection. The organisation needs to ensure that a sufficiently detailed debrief is provided in the written notification to the unsuccessful supplier or tenderer.

Objectives

  • To assist suppliers to improve their performance. A debriefing should cover the positive aspects and suggest areas for improvement of the unsuccessful bid. Suppliers will then have the opportunity to address these issues and improve their competitiveness in any future bids.
  • To establish and maintain a reputation as a fair, honest and ethical customer. This will help to ensure that high quality suppliers will be encouraged to submit tenders.

Should there be a requirement for a formal debriefing meeting; the procurement officer should chair the debriefing. Other User Information Group (UIG) members or end-users can still provide guidance and/or assistance. Where a formal debriefing meeting is required, this may involve representatives from both operational and procurement professionals to ensure that the debriefing is carried out by experienced and fully trained personnel. You should ensure that technical/operational representatives understand their role in the debriefing.

The point at which debriefing takes place is determined to a certain extent by the Regulations and also by commercial judgement.

Candidates eliminated at the standard Selection Questionnaire (SQ) stage

  • legal requirement to notify candidates eliminated at the standard Selection Questionnaire (SQ) stage "as soon as reasonably practicable" (based on commercial judgement)
  • provision of de-brief information is not required, but should be done as a matter of best practice
  • if candidates make a written request, de-brief information must be provided within 15 days

Unsuccessful tenderers

  • all tenderers must receive a standstill notice with the required information as soon as possible after the contract award decision has been made, including a summary of the reasons why they were unsuccessful
  • if tenderers make a written request, additional de-brief information must be provided within 15 days

Standard template notices can be found within Standard Forms and Documentation

For requirements where the value is below the EU threshold, debriefing should take place at a mutually convenient time within a reasonable period.

 

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