For first-time tenderers, your first tender proposal may be a bit intimidating when you’ve been asked for documents that your business and yourself don’t already have. The Tender Team have provided a list of documents that are often common asked for in many tenders;
1) Occupational Health &Safety (OHS)/Work Health Safety (WHS) Policies
These policies are a tenderer’s guidelines when things go wrong in the workplace. They are designed not only to ensure that the procuring team/selection panel for your tender response is aware of how you will react in an emergency but how your provision of goods and services are done safely.
These documents are often certified by a third party to ensure compliance but even if not, a good OHS/WHS policy will always be looked upon favourably. When the tenderer is able to provide evidence that their operations will pose no additional threat to the procuring team/selection panel, their tender proposal is more highly considered.
For those new to bid proposals, tenders often include a requirement that those tenderers who don’t possess these policies will acquire them before the start of the contract. The Tender Team are able to advise you on these OHS/WHS requirements and ensure that your tender response is presented in the best possible light if these tender attachments are not yet available.
2) Insurance Certificates
- Workers Compensation
- Public Liability Insurance
- Professional Indemnity Insurance
These three certificates are often asked for depending on the nature of the goods or services that need to be provided to the procuring team/selection panel.
Attaching an appropriate Certificate of Currency to demonstrate your insurance cover is essential to many tenders. In further detail, insurance requirements can go further, asking for both head agreement and customer contract insurance certificates. The difference between these two categories is that depending on the size of a tenderer’s business, head agreement certificates cover the entirety of the business’s operations whereas the later certificates are required only in respect to the tender or related work already being carried out.
Not all organisations will have, or even need, insurance certificates for all of these categories. Our experts at the Tender Team will make you aware of what is required and have them included in the final tender proposal.
Insurance certificates however are often a given criterion for legal reasons and providing them as tender attachments demonstrates the seriousness of your business’s operations.
3) CVs
For many procuring team/selection panels, CVs are an easy method to analyse the personnel that will be provided in response to the tender. The Tender Team are adept at including the most relevant CVs for a bid response, satisfying the selection criteria with their collective experience, education and other relevant skills. Presenting the CVs in an easy to read format and categorising them as necessary make the procuring team/selection panels’ jobs easier and are often required to abide by the tender’s clauses.
A well-formatted CV with essential experience (or any at all if possible) is vital for a successful tender proposal. These tender attachments are often incorporated in to the main response and are one of the fastest ways for a tender proposal to be assessed objectively on merit and qualified staff.
The Tender Team views these tender attachments as a ‘no-brainer’ when it comes to their inclusion. Without them, the tender proposal will be not considered.
4) Organisational Charts
The Tender Team proposes an Organisational Chart for many tender responses to help the procuring team/selection panel gain a glimpse of the tenderer’s business in its most simple form. This tender attachment is a nice visual aid and gives those reviewing the tender proposal a break from the required worded responses.
5) Financial Information
Well-presented (and accurate) Financial Information will always be required for any tender proposal. Pricing is an important aspect of whether or not the tenderer will be successful. The Tender Team always promotes the view that it is not the cheapest tender response that always wins but the one that provides the most ‘Value For Money’ in its services.
These tender attachments are often the most important documents in a tender response and require transparency in the valuation of a tenderer’s goods and services.
While we are generally not responsible for pricing, we always encourage that our clients pay great attention to this area so as to provide a strong bid proposal.
In need of assistance for a tender response, grant application or other documents? Call us on +61410 448 770 or email info@thetenderteam.com.au for our assistance in working with you on your next project.
