How do novices make tender documents? In the bidding process, the bidder's preparation of the bidding document plan is a critical step. If there are errors in the bidding documents, it will affect whether the bid can be successful or even lead to the cancellation of the bid. So in order to enable everyone to produce a bidding document plan with high quality, the editor has compiled a set of techniques and processes for producing a bidding document plan. I hope you will gain something from reading it.
1. Read the bidding document
Read the bidding document carefully 2-3 times. If the individual terms of the bidding document are not clear, you should communicate with the bidding agency in a timely manner and mark the key parts and required information. It is best to create a memo sheet (some materials must be provided, otherwise the bid will be invalidated);
Think about the following questions:
1. Which unit is the tenderer?
2. What are the control points?
3. What are the requirements for quotation?
4. What materials need to be processed in time?
5. Determine which brand is the target?
6. Do you need to find partners?
7. Who are our competitors?
8. Is manufacturer authorization required?
9. Which requirements cannot our company meet?
10. Binding and sealing, number of copies requirements
11. Performance requirements (contract), financial statements?
12. Do you want to participate in this bidding?
…………
2. Preparation of tender documents
Tender document structure
The structure of general tender documents:
(1) Business part
(2) Technical part
(3) Quotation part
(Except for the special requirements format of bidding documents)
Consideration of the overall structure of the bidding document
First of all, the names and general content requirements of the commercial and technical chapters of the entire bidding document should be drawn up according to the requirements of the bidding documents. They must be carried out in sequence according to the requirements of the bidding documents. Arrange and fill in the corresponding content to fully demonstrate that our company can meet the requirements of the tenderer.
1.2. Whether the business requirements of the bidder, such as product type, model, specification, quantity, delivery time, etc., and the qualifications required by the bidder can meet the requirements of the bidder;
< p>1.3. Regarding the technical requirements of the tenderer, which products of our company cannot meet the technical requirements, we should put them forward in time so that we can study how to bid.4.1 Business part:
Generally includes bidder description, manufacturer introduction, performance, contract, product authorization letter, legal person authorization letter, three certificates, qualification certificate, delivery date, payment The method, after-sales service, letter of commitment, business deviation form, business response, spare parts and special tool list, etc., must be written in strict accordance with the content requirements and order of the tender document.
Attention to the layout of documents in the business section
1. Successful cases? The main achievements (case pictures) should be placed in a prominent position, boldface
2. Qualifications Documents? Check the validity to avoid misplacing documents or inserting expired documents
3. Manufacturer authorization? Scan first and then send the original to the bidder. Pay attention to the express delivery time.
4. Performance contract? Pay attention to whether the contract amount and time should be reflected. In principle, the high price should be reflected.
4.2 Technical part:
Including bidding equipment technical description, drawing design, technical parameters, product configuration, technical specification deviation table, technical force introduction, installation and construction plan, product quality, product Introductions, product color pages, etc. must be written in strict accordance with the content requirements and order of the tender document.
What should be paid attention to in the technical part
1. Focus on the key points. It does not need to be too detailed. It should be introduced in a targeted manner. According to the bidding requirements, whether to provide product color pages and screenshots of the interface.
2. The advantages and strengths of our company must be clearly stated and placed in a prominent position. Generally, they are placed in the front of the technical part to enhance the product image.
3. Review whether the product technical parameters and technical performance expressions meet the technical requirements of the tenderer
4. Review whether the layout of the technical difference table is reasonable and accurate, and whether there are any omissions or redundancies
5. Review whether the arrangement sequence of the technical parts meets the requirements of the tenderer and whether it is reasonable.
6. Review whether there are redundant or insufficient documents that need to be eliminated and supplemented
Instructions for making the deviation table
1. Deviation description: positive deviation, negative deviation, no deviation
2. If the technical indicators of the bid product are better than the bidding requirements, it is Positive deviation, otherwise it is negative deviation. If it meets the bidding requirements, it means no deviation
3. To fully respond to or exceed the requirements, you must not fill in parameters that cannot be met. The parameters must be corresponding and cannot be serialized. .
4. Write more positive deviations, change the description in another language, and state the technical parameters, characteristics and product advantages of the bid products
5. The description of positive deviations should be bold or use other eye-catching words Symbol ★▲
4.3 Quotation part: Note
1. Must include: quotation list (total price), itemized quotation table
2. Quotation table Whether the name, brand, model, quantity, parameters, etc. of the equipment are consistent with the bidding documents.
3. Are the capitalization and capitalization correct and the numbers consistent?
4. Pay attention to the consistency of the currency units in the quotation table and whether the bidding document requirements are met
5. The format must be the same as the format required by the tenderer
6. Print a few more blank quotations for later use.
3. Catalog arrangement
1. Initial target arrangement: Preliminarily prepare the catalog of bidding documents according to the requirements of the bidding documents; in order to facilitate the collection of bidding documents. The scoring points, control points, and advantages should be marked in the preliminary catalog. The purpose is to make the bid document maker pay attention to this part of the document.
2. Post-arrangement: According to the pre-prepared directory of the bidding document, set the titles of the text content to Title 1, Title 2, Title 3, Title 4, etc., and then automatically generate the directory of the bidding document, and Table of contents sets size, font format, line spacing, etc.
3. The catalog should be as detailed and clear as possible to facilitate bid evaluators to quickly find key points
4. If you want to submit electronic bidding documents, you need to set up a catalog index
Other notes
1. Date: Generally, it is written from the date of purchasing the tender document to the day of bidding. Other dates are not acceptable.
2. Each level of title must be followed by a signature, the bidding unit, bidding representative, and date (depending on the bidding document and the beautiful layout)
3. The signature of the bidding representative and the legal representative are required For signatures, printed characters cannot be used
4. For scanned documents, the words "consistent with the original" need to be inserted
5. For documents with handwriting, the name of the bidding unit, and "same as the original" "The originals are consistent" must be stamped with the official seal
6. The stamped scanned image must be set to gray
7. During the process of making the tender document, it must be saved at all times and the file name must be clear
4. Editing skills
1. Commonly used contents in making bid documents
Before making the bid documents, the names that are often filled in the blanks (such as company name, bidder, etc.) Date, bid item, project number, etc.) provide a separate file (the format is consistent with the format required by the bid document), which can achieve rapid copying, improve efficiency, and ensure that all production dates and times are displayed the same.
For example: Name of authorized representative:
Name of bidder: ******* Co., Ltd. (official seal)
Date: 20** Day 0*, month **, year
Tender number: ****
Project name: ****
2. Precautions for mixed typesetting of graphics and text
After inserting the image, do not use formats such as lining it above, below, or in the middle of the text (especially in lower versions of Word). If you really need to do this, you can use the table to insert the picture into the table at the required position, and then set the table's edges to None.
For example:
Page layout: left margin 3cm (binding line), right margin 2cm, top margin 3cm, bottom margin 2cm
Chinese: Song style small Font size 4 (partially in bold to highlight key points), table parts can use size 5 font
English: Times New Roman or Arial
Numbers: Song font, Times New Roman or Arial (recommended< /p>
Arial )
Other formats:
Punctuation: The main text part is in Chinese half-width state. Some punctuation such as amounts and bullets are in English half-width state
The spacing between paragraphs and lines is 1.5 times the spacing
Before and after the paragraph, both are 0
Title format specifications:
1. First-level title
p>(Principal 2/Bold/Centered/1.5 times/0 before and after the paragraph)
2. Secondary title
(Principal 3/Bold/Centered/ 1.5 times/0 before and after the paragraph)
2.1 Third-level heading
(small 4 or size 4/bold/left aligned/1.5 times/0 before and after the paragraph)
2.1.1 Fourth-level headings
(small four/bold/blank 2 spaces/1.5 times/both before and after the paragraph are 0)
5. Interaction Review of bid documents
1. After the electronic version of the bid document is produced, allow participants to review each other, correct and modify errors, and notify each team member to prevent repeated errors.
2. The content of the original copy and the original copy must be consistent. The original copy is the basis for the entire bidding, so be careful before printing.
3. Are the fonts and formats consistent?
< p>4. Check whether the quoted product details meet the bidding product requirements (including product model and quantity), and whether the sub-item (subcontracting) quotation is consistent and correct. This must be checked carefully;5. Check whether the calculation and capitalization of the sub-quotes and the total quotation in the quotation table are correct, and whether the capitalization and capitalization of the quotations in the quotation table, bid list, and bid letter are consistent, and carefully check and proofread;
6. Review whether the writing format of the bid opening document is consistent with the requirements of the tenderer
7. The mutually reviewed documents should be renamed, such as **11, **22, **final.
8. Each document must be named in detail and stored clearly.
6. Printing and binding of bid documents
1. Print the bid document. Print the original, copy, cover and seal of the bid document according to the requirements of the bidding document. The quotation can generally be printed at the company.
2. It is necessary to check whether there is any confusion in the typesetting, and then print it after confirmation
3. Wrong paper documents should be brought back to the company for invalidation
4. Pictures need to be typed in color, and other text can be black and white
5. Carefully check whether there are missing pages, interleaved pages, reversed order, or page inversions.
6. For large projects, it is necessary to print a copy for the bidding representatives to use
7. After printing, the document must be deleted promptly and completely
8. In accordance with the requirements of the bidding documents and Actual situation, punch binding or perfect binding.
7. Signature and seal of the bid document
1. Where signatures are required: including the authorization letter, signature of the legal representative and the bidding representative
2. Where seals are required: Sewing Stamp, cover, seal, quotation form, name of the bidding unit, "consistent with the original", signature place
Note:
1. Seal according to the requirements of the bidding documents
< p>2. The official seal must be straight and clear. If one is not obvious, another one needs to be stamped, and the two cannot overlap.3. When stamping the seal, try to put half on the seal and half on the seal. On the sealed bag
8. Final review of the bid document
1. Check whether there is any missing signature or seal
2. Whether the documents required in the bidding document are Completely placed
3. Do you need to put the original documents and color pages into the bid?
4. Are there any other undiscovered errors in the bid?
9. Sealing of documents
1. According to the requirements of the bidding documents, seal the original, copy and quotation documents separately, and stamp the official seal on the cover of the document bag and the "no opening before *** time" etc. .
2. If electronic documents need to be submitted, they will be packaged together with the originals.
3. If possible, you can make a separate special box for bidding to put all the documents together, which is convenient and beautiful.
4. Sealing: Bidding documents shall not be sealed without the consent of the project leader or bidding representative. The double-sided tape should be affixed and the seam seal should be stamped and the seal should be reserved. The bid representative will sort it out and seal it by himself
10. Preparations before bid opening
1. Inquiry and registration: bid opening Time, bid opening location, contact person of the bidding agency, contact number, bus route, mode of transportation, bus time
2. Organize and collect: bidding documents, detailed list of bidding documents and other provisions of the bidding documents before the bidding is opened. Information that needs to be submitted
3. The information is as follows: including but not limited to: original and copy of the bidder’s ID card with official seal, registration letter proof, bid deposit payment voucher with official seal or cash, color page , agency certificate, original contract, official seal (if possible), printing box, stationery, etc.
11. Bid opening site
1. Record the bid opening situation, such as the name and quantity of each bidding unit , bidding products, bidding prices, bidding representatives, scoring rankings, pre-bid winning units, etc.
2. You can communicate with other bidding units, but do not reveal things that are detrimental to the company, especially the bidding price< /p>
3. Record the person in charge of the bidding unit, judges, and key people
4. Practice more regularly, give wonderful bid presentations, pay attention to the bid presentation time (5-10 minutes), and keep the key points in scoring Dianhe focuses on describing the advantages of the bid products
12. Organizing questions asked by experts
1. What are the advantages of your products?
2. What are the success stories of your products?
3. What is the strength of your manufacturer?
4. Are your products too expensive?
5. Other bidders have reduced their bids by RMB, how much will you reduce?
6. Do you give away any other equipment?
7. What is your after-sales service like?
…………
13. Arrangement and follow-up work after the bid opening
1. If the bidding result is not determined, it should be reported to the leader in time, Follow-up should be carried out in a timely manner.
2. If you win the bid, report to the leadership in a timely manner, thank the bid evaluation experts, and follow up until the project signs an internal contract.
3. If the bid is unsuccessful, analyze the reasons for the failure and fill it in the bid registration form.
4. After the expiration of the bid announcement period, follow-up work such as receiving the bid winning notice, returning the bid deposit, paying the winning bid service fee to the winning bidder, and signing the contract will be handled. The specific handling should be communicated with the bidding agency. ?