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Business - 2 min read

Tender Checklist for Builders

Jason Hook

Head of Sales and Marketing

May 18, 2017 6:23:00 AM

Creating tender responses can be time-consuming and tedious, especially if you don’t have a system in place that helps to streamline the process.

That’s why tender checklists can be a lifesaver. A comprehensive list of components and reminders can help you to include everything necessary for your submission, without getting sidetracked with unnecessary details.

The following checklist is a general starting place. Your own checklist should be customised for your business, industry, and location.


Tender Checklist

Although a tender template can be very helpful, it’s also important to remember that every tender will require different things from your business. The following are a few important elements to remember as you prepare your tender responses.

1. A Clear Bid

First and foremost, each tender should include a clear and compelling bid. The bid should be logically organised, and it should include an introduction summarising the rationale and central proposition.

Using diagrams and visuals in your tender is a great way to make your ideas clear. Visuals can often simplify complex projects, and they can also make your tender more engaging for the reader.

2. Supporting Documents

Your tender response will be more authoritative if you include supporting documents with accurate and relevant details. For example, if the tender requires the acquisition of additional insurance, include the details of the proposed policies. Contracts, intellectual property rights, company profiles, and pricing tables can all be helpful as supporting documents for your tender responses.

3. Accuracy

Nothing sinks a tender faster than inaccurate information. Use software to make your estimating efficient and accurate. Don’t allow simple mistakes to derail your company’s success.

4. Clients’ Needs

If a client takes the time to be specific about their selection criteria, ensure your tender response addresses that criteria thoroughly. When you’re working on multiple responses, it can be tempting to make them generic to save time. It is important to remember that clients are looking for custom work, not generic work.

5. References & Testimonials

Testimonials and references are especially important when it comes to larger projects. Select the strongest references and testimonials you have, and always ensure you have permission from your references to supply their contact information. Credible and genuine testimonials carry a lot of weight in tender responses.

6. Professionalism

Have someone else read your tender response before you submit it. Even if you’re an accomplished writer, it’s important to have your tender proofread for organisation and clarity. Another part of professionalism is turning your tender in on time. If you submit it late, you’re giving the impression that deadlines aren’t important to you, and that’s never a good impression in our industry.

For more tender advice, visit our free Building a Better Trade Business eCourse now:

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