Procurement procedure · Free
Restricted procedure
Two stage: selection questionnaire then invitation to tender.
Restricted procedure
What this is
A two‑stage procurement where the contracting authority first selects candidates (qualification) and then invites them to submit full tenders. It limits competition to operators that meet pre‑defined criteria.
When you need it
Use when the market is limited or the contract requires specialised technical or financial capacity, and the authority wants to ensure only suitably qualified firms are invited to tender. Typically mandatory for complex services, high‑value works, or where confidentiality of detailed specifications is required.
How to fill it in
- Identify the call for competition (official journal or e‑procurement portal) and confirm it cites Article 28 of Directive 2014/24/EU.
- Record the selection criteria used for the qualification stage – e.g., financial capacity, technical expertise, previous experience.
- List the candidates invited to submit tenders (the "restricted" list).
- Document the evaluation method for both stages and any weighting applied.
- Attach copies of the qualification questionnaire and the final tender documents submitted by each candidate.
What wins points
Evaluators score based on how clearly you demonstrate compliance with the MEAT (most economically advantageous tender) criteria defined in the tender pack – e.g., quality, price, and sustainability. Show quantitative evidence for each criterion (e.g., cost‑benefit ratios, carbon‑reduction metrics). Clear mapping of your solution to the stated award criteria signals strong value.
How this gets you disqualified
- Failing to submit a qualifying questionnaire or missing any mandatory information in the first stage.
- Not being on the list of invited candidates for the second stage (you must be selected in the qualification phase).
- Submitting tender documents after the deadline specified in the call‑for‑competition notice.
- Providing incomplete or non‑conforming financial statements, certificates, or declarations required by the authority.
- Not adhering to the prescribed format for the tender (e.g., missing annexes, wrong file type).
Template
[PROJECT NAME] --- **Procedure:** Restricted procedure (Article 28 – Directive 2014/24/EU) **1. Call for competition reference:** - Notice ID: _______________________ - Publication date: _______________ - URL: ___________________________ **2. Qualification criteria used:** - Financial capacity: €________________ - Technical expertise: __________________ - Relevant experience (projects > €_____): _____________ - Other required certificates: ________________ **3. Candidates invited to tender:** | Candidate | Reference no. | Qualified on criteria | |-----------|--------------|-----------------------| | | | | | | | | **4. Evaluation method (stage 1 & 2):** - Stage 1 weighting: ____% - Stage 2 weighting: ____% - Scoring rubric: ___________________________ **5. Tender submission checklist:** - Technical proposal attached: [Yes/No] - Financial offer attached: [Yes/No] - Compliance statements: [Yes/No] - Signature of authorised signatory: _____________ - Submission date & time: _______________________ **6. Declaration:** I confirm that all information provided is accurate and complete. Signature: _________________________ Date: ______________ ---
What wins points
Demonstrate full compliance with the qualification criteria and clearly map your solution to each award criterion, using quantitative evidence where possible.
How this gets you disqualified
Missing or incomplete qualification questionnaire, being omitted from the invited‑candidate list, or submitting after the deadline will lead to disqualification.
What an evaluator actually looks for
Check that the call cites Article 28 and that all required annexes are present; the evaluator first verifies eligibility before scoring.
Sources
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