| Request for information Specimen Request for information to be used by a customer seeking information from suppliers in relation to outsourcing services at the outset of a project before the customer's detailed requirements and approach have been ascertained. |
| Invitation to tender (private sector): the company's requirements A standard invitation to tender (ITT) document that can be used by a private sector purchaser of services. For a public sector purchaser of services, see Standard document, Invitation to tender (public sector). For the second part of the ITT, the questions for tenderers, see Standard document, Invitation to tender (prvate sector): questions for tenderers . To ensure that this standard document is the best starting point for you we would appreciate your views. Please e-mail your comments to: ipanditfeedback@practicallaw.com. |
| Descriptive document Guidelines for preparing a descriptive document setting out the background to a procurement project. The document generally accompanies an invitation to participate in a dialogue. This document includes integrated drafting notes for use alongside the descriptive document, which may be issued along with an invitation to participate in a dialogue. |
| TUPE: employee information spreadsheet on an outsourcing or re-tendering A spreadsheet of employment information (including the employee liability information required to be provided by the transferor to the transferee under regulation 11 of the Transfer of Undertakings (Protection of Employment) Regulations 2006 (SI 2006/246) (TUPE)) for use in tendering situations. This document is also available to download in Excel, see TUPE: employee information spreadsheet on an outsourcing or re-tendering (Excel version). The spreadsheet can also be adapted for use in an auction sale. For a more general employment due diligence request (for example, on a sale of business), see Standard document, Legal due diligence request: asset purchases (employment). |
| Letter to be sent to a supplier inviting final tender following the conclusion of the dialogue phase of a procurement A letter to be sent to a supplier inviting final tenders following the conclusion of the dialogue phase of a procurement process. |
| Letter to be sent to reject a supplier during the dialogue phase A letter to be sent to reject a supplier during the dialogue phase of a procurement process run using the competitive dialogue procedure. |
| Interim services agreement (outsourcing) An interim agreement which may be used in an outsourcing transaction where a supplier has been selected to provide outsourcing services to the customer, and the parties are in the process of negotiating the outsourcing contract for these services, but where the final terms of this contract have yet to be agreed. In such circumstances, the supplier may need to carry out preliminary work or provide services before the terms of the outsourcing agreement have been finalised so that certain preparatory steps are taken, or work carried out quickly to keep the project on track. |
| TUPE: letter to current service provider requesting employee information in advance of tender A standard letter from the client of outsourced services requesting employee liability information for the purposes of regulation 11 of the Transfer of Undertakings (Protection of Employment) Regulations 2006 (SI 2006/246) for onward distribution to bidders on a re-tendering. Note that this may need amending as there are proposals to make changes to TUPE in October 2013, in particular to remove the obligation to provide employee liability information. For further information, see Legal update, TUPE: consultation on proposed changes. |
| Outsourcing agreement: shorter form Specimen outsourcing agreement which is primarily for use in relation to the outsourcing of less complex, non-IT or non-IT enabled services. It is designed for use where the services are being outsourced for the first time on a long-term basis and covers the transfer of employees to the supplier, and the transfer of assets where appropriate. Where the services that are being outsourced are IT or IT-enabled services, or other complex services (including most business process or financial services outsourcing arrangements) the Outsourcing agreement: long form should be used. |
| Public sector boilerplate provisions Links to a selection of key definitions and boilerplate clauses for use in public sector contracts together with drafting notes detailing when and how to use them. These provisions are taken from the following key standard government contracts: The OGC Model Services Agreement; The OGC Model ICT Services Agreement for major projects; and Standardisation of PFI Contracts version 4 (SOPC4). The clauses are therefore subject to crown copyright. |
| Project initiation document Guidelines for preparing a project initiation document, as typically used by the customer at the beginning of an outsourcing project in order to define the project and set up the necessary project-management controls. |
| Letter to supplier expressing an interest A letter to be sent to a supplier expressing an interest in a procurement process enclosing either a pre-qualification questionnaire or an invitation to tender. |
| Parent company guarantee (outsourcing) Specimen parent company guarantee guaranteeing the obligations of the supplier providing services under an outsourcing agreement. The guarantee is drafted from the perspective of the customer who requires the financial and performance obligations of the supplier under an outsourcing agreement to be guaranteed by the supplier's parent or other company. |
| Anti-corruption and bribery policy An anti-corruption and bribery policy, designed to give workers guidance on countering bribery and corruption and to assist employers in complying with the Bribery Act 2010. |
| Pre-qualification questionnaire This pre-qualification questionnaire is issued by the Cabinet Office. It can be supplemented and completed by contracting authorities, and provided to prospective bidders interested in securing public sector works, supply or services contracts. The Cabinet Office's template questionnaire can be found on its website, see Pre Qualification Questionnaire Template. |
| Services agreement for use by public sector bodies An agreement for use by public sector authorities for the purchase of services. The agreement can be used for a variety of services including those involving a transfer of staff and use of the public body’s assets. It includes the standard public sector boilerplate provisions. |
| Invitation to tender (private sector): questions for tenderers This standard document is the second part of the Invitation to tender (private sector) and contains some example questions that can be used by customers to assess suppliers' tenders. For the first part of the private sector invitation to tender, see Standard document, Invitation to tender (private sector): the company's requirements. To ensure that this standard document is the best starting point for you we would appreciate your views. Please e-mail your comments to: ipanditfeedback@practicallaw.com. |
| Invitation to participate in a dialogue Standard form invitation to participate in a dialogue to be used by public authorities procuring services under the competitive dialogue procedure. It includes integrated drafting notes providing background to aspects of the competitive dialogue procedure and explains the purpose of the standard document within the context of this procedure. |
| Letter to unsuccessful supplier at PQQ stage A letter to be sent by a contracting authority to a supplier unsuccessful at the pre-qualification questionnaire stage of a procurement process. |
| Outsourcing services agreement (pro-customer) Specimen outsourcing agreement, primarily for use where the outsourcing is for a short period and the customer is to retain ownership or control of the main assets used by the service provider, drafted so as to highlight provisions which may be desirable from the point of view of the recipient of services. |
| Letter to successful supplier at PQQ stage A precedent letter to be sent by a contracting authority to a supplier successful at the pre-qualification questionnaire stage of a procurement process. |
| Outsourcing agreement: long form Specimen outsourcing agreement, primarily for use in relation to the outsourcing of IT or IT-enabled services where the services are being outsourced for the first time on a long-term basis. The agreement covers the transfer of employees to the supplier and the transfer of assets where appropriate. Where the services that are being outsourced are less complex, non-IT or non-IT enabled services, the Outsourcing agreement: shorter form may be used. |
| TUPE: letter to current service provider requesting updated employee information A standard letter from the recipient of services to the current service provider requesting updated employee liability information for the purposes of regulation 11 of the Transfer of Undertakings (Protection of Employment) Regulations 2006 (SI 2006/246) for onward distribution to the new service provider. Note that this may need amending as there are proposals to make changes to TUPE in October 2013, in particular to remove the obligation to provide employee liability information. For further information, see Legal update, TUPE: consultation on proposed changes. |
| Back-to-back agreement A simple back-to-back subcontract for use in commercial situations when the main contractor wishes to subcontract all or part of its obligations under a main contract on a back-to-back basis. The agreement incorporates the terms of the main contract by reference. |