RACI Matrix

Preparing MS documents

Description Proc. Officer Tech. Officer

After the start-up meeting, prepare the first draft of the technical description of the supplies and/or services, the qualification questionnaire that will be used to qualify firms and, when requested, a risks matrix, based on the latest CERN templates. If deemed necessary, the Procurement Service may also require that the Technical Officer prepares a Risks Matrix (for procurements with a value > 750 kCHF), also based on the latest CERN templates

Tips: 
-    As a guideline, the technical description should not be more than three to four pages long.
-    The writing style should be based on the CERN English Language Style Guide.
-    The criteria must assess the suitability of the bidding firms and not the supplies and services, which will be assessed at the IT stage.
-    The ratio between the annual expected expenditure under the future contract and the annual turnover of the firm should not exceed 1:3.
-    As a general rule, is expected that both firms and groups of firms are eligible to qualify for the IT.
-    It is recommended to contact potential MS respondents before the MS is released to gauge the suitability and restrictiveness of criteria, as well as to generate interest in the project. 

Templates: 
-    MS – Supplies – Technical Description
-    MS – Supplies – Qualification Questionnaire for Single Firms
-    MS – Supplies – Qualification Questionnaire for Single Firms or Groups
-    MS – Services – Technical Description
-    MS – Services – Qualification Questionnaire for Single Firms
-    MS – Services – Qualification Questionnaire for Single Firms or Groups

I
R

Once the first drafts of the technical description and the qualification questionnaire (as well as the risks matrix, if applicable) are received from the Technical Officer, review the MS documents to verify the overall consistency of the documents and that the CERN Procurement Rules are complied with.

R
C