Notes and Templates for Compilers of Procurement Documents

Contents

Function and broad outline of contents

Guidance

Downloads

Number

Heading

Compiler Guidance Note

Word Template

 

Tender Cover
 
Tender Contents
 

Part T1: Tendering procedures

T1.1

Tender notice and invitation to tender

Alerts tenderers to the nature of the supplies, services and engineering and construction works required by the employer and should contain sufficient information to enable them to respond appropriately.

T1.2

Tender data

States the applicable conditions of tender and associated tender specific data that e stablishes the rules from the time that tenders are invited to the time that a tender is awarded.

 

Part T2: Returnable documents

T2.1

List of returnable documents

Ensures that everything the employer requires a tenderer to submit with his tender is included in, or returned with, his tender submission.

  

T2.2

Returnable schedules

Contains documents that the tenderer is required to complete for the purpose of evaluating tenders and other schedules which upon acceptance become part of the subsequent contract.

See table

returnable documents

Title

Documents

Word Template

Record of Addenda to tender documents

Compulsory document that is to be included in all procurement documents

 

Compulsory Enterprise Questionnaire

Compulsory document that is to be included in all procurement procurements

 

Certificate of Authority for Joint Ventures

Include where JVs are likely to submit tenders

 

Proposed amendments and qualifications

Should be included in all procurement documents

 

Preferencing schedule

Should be used for preferential procurement

 

Evaluation Schedule: Approach paper

Use where quality is evaluated using the five point logarithmic scale. Refine as necessary.

 

Evaluation Schedule: Tenderer’s Experience

 

Evaluation Schedule: Proposed Organisation and staffing

 

Evaluation Schedule: Experience of Key Staff

 

Evaluation Schedule: Quality Control Procedures