EN 17371-1:2021

Provision of services - Part 1: Service procurement - Guidance for the assessment of the capacity of service providers and evaluation of service proposals

This document provides guidance for the assessment of the capacity of service providers and the evaluation of service proposals in order to improve and facilitate the process of procuring services.
This document is applicable to:
a) Service buyers and service providers regardless of type, size or the nature of the services;
b) Service providers who may be inside or outside the service buyers' organization; and
c) Any interested parties who are directly or indirectly involved in or affected by a procurement process.
This document is not applicable to business-to-consumer (B2C) service contracts or for works contracts.
NOTE 1 "Works contracts" are contracts that have as their object the execution, or both the design and execution, of a work are not covered in this document. Contracts having as their object only the design of a work are covered.
NOTE 2 "Work" means the outcome of building or civil engineering works taken as a whole which is sufficient in itself to fulfil an economic or technical function.

Dienstleistungserbringung - Teil 1: Dienstleistungsbeschaffung - Leitlinien für die Bewertung der Kapazität von Dienstleistern und die Bewertung von Dienstleistungsangeboten

Dieses Dokument legt eine Leitlinie zur Bewertung der Kapazität von Dienstleistern und zur Beurteilung von Dienstleistungsangeboten fest, um den Prozess der Dienstleistungsbeschaffung zu verbessern und zu erleichtern.
Dieses Dokument gilt für:
a) Dienstleistungskäufer und Dienstleistern, ungeachtet der Art, des Umfangs oder der Beschaffenheit der Dienstleistungen;
b) Dienstleister, die innerhalb oder außerhalb des Unternehmens der Dienstleistungskäufer tätig sein dürfen; und
c) alle interessierten Parteien, die direkt oder indirekt an einem Beschaffungsprozess beteiligt oder von diesem betroffen sind.
Dieses Dokument gilt nicht für Dienstleistungsverträge zwischen Unternehmen und Verbrauchern (B2C) oder für Bauaufträge.
ANMERKUNG 1 "Bauaufträge" sind Verträge, die die Ausführung oder sowohl die Planung als auch die Ausführung eines Bauwerks zum Gegenstand haben und nicht in diesem Dokument behandelt werden. Verträge, die nur die Gestaltung eines Bauwerks zum Gegenstand haben, werden abgedeckt.
ANMERKUNG 2 "Bauarbeiten" bezeichnet das Ergebnis von Hoch- oder Tiefbauarbeiten insgesamt, das allein ausreicht, um eine wirtschaftliche oder technische Funktion zu erfüllen.

Prestation de services - Partie 1 : Achat de services - Recommandations pour l’évaluation de la capacité des prestataires de services et l’évaluation des propositions de services

Le présent document fournit des recommandations pour l’évaluation de la capacité des prestataires de services et l’évaluation des offres de services afin d’améliorer et de faciliter le processus d’achat de services.
Le présent document s’applique à :
a) tout acheteur de services et prestataire de services, quels que soient le type, la taille ou la nature des services ;
b) tout prestataire de services qui peut être interne ou extérieur à l’organisme des acheteurs de services ; et
c) toute partie intéressée qui est directement ou indirectement impliquée dans, ou affectée par, un processus d’achat.
Le présent document ne s’applique pas aux contrats de services entre entreprises et particuliers (B2C) ni aux marchés de travaux.
NOTE 1 Les « marchés de travaux » sont des contrats ayant pour objet soit l’exécution seule, soit à la fois la conception et l’exécution d’un ouvrage et ne sont pas couverts par le présent document. Les contrats ayant pour seul objet la conception d’un ouvrage sont couverts.
NOTE 2 Le terme « ouvrage » désigne le résultat d’un ensemble de travaux de construction ou de génie civil, suffisant en soi pour remplir une fonction économique ou technique.

Zagotavljanje storitev - 1. del: Storitve nabave - Navodilo za ocenjevanje sposobnosti ponudnikov storitev in vrednotenje storitvenih predlogov

General Information

• Status: Published
• Publication Date: 30-Mar-2021
• Withdrawal Date: 29-Sep-2021
• ICS: 03.080.20 - Services for companies
• ICS: 03.100.10 - Purchasing. Procurement. Logistics
• Technical Committee: CEN/TC 447 - Services - Procurement, contracts and performance assessment
• Drafting Committee: CEN/TC 447/WG 4 - Service Procurement
• Current Stage: 6060 - Definitive text made available (DAV) - Publishing
• Start Date: 31-Mar-2021
• Due Date: 14-May-2021
• Completion Date: 31-Mar-2021
• Mandate: M/517 - Mandate addressed to CEN, CENELEC and ETSI for the programming and development of Horizontal Service Standards
• Ref Project: SIST EN 17371-1:2021 - Provision of services - Part 1: Service procurement - Guidance for the assessment of the capacity of service providers and evaluation of service proposals

Standards Content (Sample)

SLOVENSKI STANDARD
01-junij-2021
Zagotavljanje storitev - 1. del: Storitve nabave - Navodilo za ocenjevanje
sposobnosti ponudnikov storitev in vrednotenje storitvenih predlogov
Provision of services - Part 1: Service procurement - Guidance for the assessment of the
capacity of service providers and evaluation of service proposals
Dienstleistungserbringung - Teil 1: Dienstleistungsbeschaffung - Leitlinien für die
Bewertung der Kapazität von Dienstleistern und die Bewertung von
Dienstleistungsangeboten
Processus dachat de prestations de services - Evaluation de la capacité des
fournisseurs de services
Ta slovenski standard je istoveten z: EN 17371-1:2021
ICS:
03.080.20 Storitve za podjetja Services for companies
03.100.10 Nabava. Dobava. Logistika Purchasing. Procurement.
Logistics
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EN 17371-1
EUROPEAN STANDARD
NORME EUROPÉENNE
March 2021
EUROPÄISCHE NORM
ICS 03.080.20; 03.100.10
English Version
Provision of services - Part 1: Service procurement -
Guidance for the assessment of the capacity of service
providers and evaluation of service proposals
Prestation de services - Partie 1 : Achat de services - Dienstleistungserbringung - Teil 1:
Recommandations pour l'évaluation de la capacité des Dienstleistungsbeschaffung - Leitlinien für die
prestataires de services et l'évaluation des Bewertung der Kapazität von Dienstleistern und die
propositions de services Bewertung von Dienstleistungsangeboten
This European Standard was approved by CEN on 3 May 2020.

CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2021 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN 17371-1:2021 E
worldwide for CEN national Members.

Contents Page
European foreword . 4
Introduction . 5
1 Scope . 7
2 Normative references . 7
3 Terms and definitions . 7
4 Service procurement process . 8
4.1 General . 8
4.2 Drafting of the technical specification . 8
4.3 Methodology for gathering information . 9
4.4 Selection of service providers . 10
4.4.1 Organization of tendering procedure for public procurement . 10
4.4.2 Organization of procurement process for private sector . 10
4.4.3 Evaluation of proposals and award of the contract . 11
5 Criteria for assessing a service provider's capacities . 11
5.1 General . 11
5.2 Legal capacity criteria . 12
5.2.1 Purpose . 12
5.2.2 Evidence . 12
5.3 Economic and financial capacity criteria. 13
5.3.1 Purpose . 13
5.3.2 Evidence . 13
5.4 Human resources criteria . 13
5.4.1 Purpose . 13
5.4.2 Evidence . 14
5.5 Materials, equipment and infrastructure criteria . 14
5.5.1 Purpose . 14
5.5.2 Evidence . 15
5.6 Reference-related criteria . 15
5.6.1 Purpose . 15
5.6.2 Evidence . 15
5.7 Credential related criteria . 15
6 Criteria for evaluating a service proposal . 16
6.1 General . 16
6.2 Best value . 16
6.3 Selection of criteria: principles . 16
6.3.1 Selection and weighting of criteria . 16
6.3.2 Scoring of the proposals . 16
6.4 Technical content . 17
6.4.1 Purpose . 17
6.4.2 Evidence . 17
6.5 Financial proposals . 18
6.5.1 General . 18
6.5.2 Evidence . 18
6.5.3 Abnormally low proposals . 19
6.6 Other performance criteria . 19
6.6.1 Public procurement. 19
6.6.2 Private procurement. 20
Annex A (informative) Sourcing Process. 21
Annex B (informative) Evaluation of Service Proposal . 23
B.1 General . 23
B.2 Purpose . 23
B.3 Ranking of tenders: different scenarios . 23
B.4 Method of rating the financial criterion . 24
B.4.1 General . 24
B.4.2 Rating of the financial criterion according to the proportional model . 24
B.4.3 Rating of the financial criterion according to the linear model . 25
B.5 How to weight criteria . 25
B.5.1 General . 25
B.5.2 Case 1 . 25
B.5.3 Case 2 . 26
Annex C (informative) Sustainability and Accessibility Criteria . 27
Annex D (informative) A–deviations . 29
Bibliography . 32

European foreword
This document (EN 17371-1:2021) has been prepared by Technical Committee CEN/TC 447 “Horizontal
standards for the provision of services”, the secretariat of which is held by BSI.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by September 2021, and conflicting national standards shall
be withdrawn at the latest by September 2021.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
This document has been prepared under a mandate given to CEN by the European Commission and the
European Free Trade Association.
According to the CEN-CENELEC Internal Regulations, the national standards organisations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia,
Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland,
Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of North
Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United
Kingdom.
S
...