It is always a good idea to use a checklist
when tendering, to make sure you cover all the aspects required.
This is a typical checklist, but you should develop your own
checklist based on the requirements of each tender.
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Item
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Description
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Planning your Response
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Have you registered your interest in this
tender?
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If you receive your copy of the tender
document from a third party, register your interest with the
contracting agency so that you receive any amendments.
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Do you understand all the requirements?
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Make sure you have read the tender document
and highlighted important points.
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Do you need clarification?
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If you do not understand something, talk to
the agency contact.
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When is the closing date?
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When does the tender close and where should it
be lodged? Late tenders will not usually be accepted.
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Are you fully informed?
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Make sure you attend any pre-tender briefing
sessions.
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Can you complete the entire contract
in-house?
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Can you complete the contract in-house or will
you need to sub-contract or form a consortium? If you need outside
help make sure you give others enough time to provide input into
the tender.
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What are the evaluation criteria?
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Determine the criteria against which your
tender will be evaluated and note any weighting placed on each of
the criteria.
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Do you need a tender response strategy?
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For high value tenders you may wish to
determine at an early stage if you can provide a competitive
solution.
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What are the contract terms and
conditions?
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Read the contract terms and conditions and
make sure you can comply.
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Have you identified how to respond?
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How does your response need to be submitted -
in a paper format or have electronic copies also been requested?
How many copies are required?
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What format do you respond in?
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Are there any mandatory tender forms to be
completed?
If there are, and they have not been included,
your tender will be considered incomplete and will be
eliminated.
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Preparing your Response
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Is your response in a simple format?
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Your tender will be evaluated on content not
on an elaborate presentation.
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Are there tenderers response schedules?
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If tenderers response schedules have been
provided, use them.
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What numbering has been used in the tender
document?
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If no set format for responding has been
specified, follow the general format and numbering of the tender
specification.
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Have you answered all the specified
requirements?
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Prepare a checklist and tick each of them off
as you answer them.
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Have you provided all the information
requested?
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Have you been requested to supply other
information and documents?
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Have you indicated whether you comply with the
conditions of contract?
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If you exceed the requirements, or only
partially comply, have you provided a detailed explanation?
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Are there Quality Assurance requirements?
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Are any supporting documents required? Are
they attached?
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Have you demonstrated your ability to meet all
of the selection criteria?
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Make sure you have clearly demonstrated (not
just asserted) your ability to fulfill all the mandatory
criteria.
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Have you completed the price or cost schedule
for all items you are tendering?
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Have you included your costing for all items
and followed the GST requirements?
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Are you offering value for money?
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Have you pitched competitively?
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Have you contacted your referees to confirm
they are willing to be a referee?
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Are referee contact details correct?
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Have there been any amendments?
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Have there been any tender amendments issued
and have you addressed these?
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Is this an alternative tender?
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Have you clearly identified that this is an
"Alternative Tender"? Check with the agency first to
confirm that an alternative proposal will be considered.
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Submitting your Response
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Have you signed all the appropriate forms?
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Have you correctly signed all appropriate
tender forms?
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How can you send your response?
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Can a fax or electronic lodgement be sent or
is a hard copy required? How many copies are required?
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What needs to be on the tender envelope?
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Check to see if specific information is
requested to be on the tender envelope - back and front - and how
this is to be presented.
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