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What are the basic knowledge for making tender documents?

The bid document is prepared by the bid-issuing unit or commissioned by the design unit (tendering company) to provide bidders with the main technical, quality, construction period and other requirements for the project. The tender document is a standard document with legal effect and enforceable bidding behavior that all procurement parties must abide by during the tender process. It must be logical and not inconsistent or ambiguous; the language must be concise and brief. The bid document is also the basis for the bidders to prepare the bid document. The bidder must make a substantial response to the content of the bid document, otherwise it will be judged as an invalid bid (processed as an abandoned bid). The bid document is also the most important basis for bid evaluation.

2. The general appearance of the bidding document

Simply put, it looks like an A4 book

3. Common types and meanings of bidding documents

1. Open bidding, competitive negotiation, invitational bidding, and single-source procurement

(1) Simply put, public bidding only has one opportunity to quote, and the first quotation is the final quotation. There must be at least three bidders that meet the requirements of the bidding documents. If there are less than three bidders, the bid will be discarded and the bid will be re-tendered at another date. In some places, when there are less than three companies, it will also turn to competitive negotiations. This is decided based on the votes of the tenderer, the bidding agency, and the bidders.

(2) Competitive negotiation has two or three quotation opportunities, and several quotations are based on the requirements of the tenderer. The stipulation is that there are at least three bidders that meet the requirements, but in some places only two bidders that respond substantially can still open the bid normally.

(3) Invitation bidding means that only those who receive an invitation from the bidding unit can purchase bidding documents for bidding. The first two methods can only meet the requirements of the bidding announcement (such as: company registered capital, company qualifications, company cases , company personnel certificate requirements, etc.) to purchase the tender documents.

(4) Single-source procurement refers to the situation where the purchase can only be made from a single supplier, unforeseen emergencies, or additional purchases from the original supplier within 10% of the original contract amount in order to ensure consistent or supporting services. Government procurement projects are a procurement method in which the purchaser purchases from a specific supplier. It's good for us to take a look at this, because in most cases there is no chance to participate.

Even if I master these, how do I start making a bid? The bidding documents are so thick. I was asked to read the bidding documents to make a bid. I really don’t know where to start. Don’t be anxious and read slowly.

1. First prepare the basic tools for making tender documents

(1) word (2)excel

All tender documents are completed in word After printing it out, making a bid requires basic Word basics, such as how to modify the font size, how to add a title, how to insert a table, how to bold the font, etc.

Excel is a very easy-to-use tool. The quotation table in the bid is a very important part. You will not make mistakes when calculating the price using this software. Do not use computers and pens to calculate, unless you want the bid to make mistakes.

With these two tools ready, we will start to read through the first page of the bidding document and highlight the key points. Then we can build a framework based on the bidding document. Once the large frame is built, the content can be filled in. Okay, in the next article we will talk about how to build a bidding document framework without making mistakes.

Newbies who have just started making tender documents often ask me what to do if I don’t know how to fill in the content. I need to go to your administrative department for company qualifications, scan and insert them into the tender document, and how to write the shelf life? How to write the delivery period? Look at the bidding documents, there will usually be corresponding requirements in them, if not communicate with the manager. How to write the service content and implementation plan in the bidding documents? Learn from the company's previous bidding documents, but don't copy them. Every project is different, so it must be modified to correspond to this bidding document. If there is nothing you can learn from, go to Baidu and modify it instead of copying it.

Special attention items

1. The project name, project number, and package number must be correct. They must be correct. They must be correct. How to do it well is to copy the bidding documents. .

2. The capitalization of the price must be correct. How to do it well? Calculate it in excel, and then paste the price into word. How to convert the uppercase to lowercase without making mistakes? First copy the lowercase to the uppercase position and select it. Lowercase -----Insert----Insert numbers----Select uppercase, and there must be a rounded character at the end.

3. In principle, the business and technical deviation form/response form must be fully responded to, and no negative deviations should occur, otherwise there will be a risk of point deductions and bid cancellation.

4. The number of original copies and the original copies must be reflected on the cover and cover. You can clearly see whether it needs to be sealed separately and whether it needs electronic files.

5. Check the place where the official seal is stamped and the place where you fill in your name to make sure you don’t miss anything.

6. No other project names or other unit names should appear in the bid. The copied content must be checked.

7. Every time you make a new tender document, do not modify the previous tender documents. Remember, you must develop this good habit. Re-open Word and re-create it safely and quickly.