How do novices make tenders?

How do novices make bids? In the process of bidding, it is a key step for the bidder to make the bidding document scheme. If there are errors in the bidding documents, it will affect whether the bid can be won or even lead to the rejection of the bid. Then, in order to make a bidding document scheme with high quality, Xiaobian has compiled a set of bidding document scheme making skills and processes, and I hope everyone can gain something after reading it.

1. Read the tender

Read the tender documents carefully for 2-3 times. If the individual clauses in the tender documents are unclear, you should communicate with the tendering agency in time, mark the key parts and the materials that must be provided, and it is best to establish a memo sheet (some materials must be provided, otherwise the tender will be scrapped);

think about the following questions:

1. which company is the tenderer?

2. What are punctuation marks?

3. what are the requirements for quotation?

4. what materials need to be handled in time?

5. which brand is the target?

6. do you need to seek a partner?

7. who are our competitors?

8. do you need authorization from the manufacturer?

9. what requirements can't our company meet?

1. Binding seal and number of copies

11. Performance requirements (contracts) and financial statements?

12. Will you participate in this tender?

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1.2. Can the business requirements of the tenderee, such as product type, model, specification, quantity and delivery date, and the qualifications required by the bidder meet the requirements of the tenderee?

1.3. What products can't meet the technical requirements of the tenderee? We should put them forward in time to study how to bid.

4.1 commercial part:

generally includes the bidder's description, manufacturer's introduction, performance, contract, product authorization, legal person authorization, three certificates, qualification certificate, delivery date, payment method, after-sales service, letter of commitment, business deviation form, business response, list of special tools for spare parts, etc., which should be compiled in strict accordance with the content requirements and order of the tender.

Notes on the arrangement of documents in the business section

1. Successful cases? Major achievements (case pictures) should be highlighted in bold

2. Qualification documents? Check the validity, and avoid misplacing files or putting expired files

3. Authorized by the manufacturer? Scan first and then send the original to the tendering unit, and pay attention to the delivery time.

4. performance contract? Pay attention to whether the contract amount and time should be reflected, and in principle reflect the high price.

4.2 technical part:

it includes technical description of bidding equipment, drawing design, technical parameters, product configuration, deviation table of technical specifications, technical force introduction, installation and construction scheme, product quality, product introduction, product color pages, etc., which should be written in strict accordance with the content requirements and order of the tender.

What should be paid attention to in the technical part

1. Focus on the key points, without being too detailed, and introduce them in a targeted manner. Do you want to provide product color pages and screenshot interfaces according to the bidding requirements?

2. The advantages and advantages of our company must be clearly stated and placed in a prominent position, usually in the front of the technical part to enhance the product image.

3. Check whether the technical parameters and technical performance of products meet the technical requirements of the tenderee

4. Check whether the arrangement content of the technical difference table is reasonable and accurate, and whether there are any omissions or redundancies

5. Check whether the arrangement sequence of technical parts meets the requirements of the tenderee and whether it is reasonable.

6. To review whether there are redundant or insufficient documents, it is necessary to eliminate and supplement

Description of deviation table

1. Description of deviation: positive deviation, negative deviation and no deviation

2. If the technical index of the bidding product is better than the bidding requirements, it is positive deviation, otherwise it is negative deviation, and it is no deviation if it meets the bidding requirements

3. To fully respond or exceed its requirements, it is absolutely impossible to fill in.

4. Write more positive deviations and describe them in different languages, indicating the technical parameters, characteristics and product advantages of the bidding products

5. Bold the description of positive deviations or use other eye-catching symbols ★▲

4.3 Quotation part: attention

1. There must be: quotation list (total price) and itemized quotation table

2. Equipment in quotation table.

3. Whether the words and figures are correct and whether the numbers match

4. Pay attention to the consistency of monetary units in the quotation sheet, and whether to install the tender documents is required

5. The format must be the same as that required by the tenderer

6. Print more blank quotations for backup.

III. Catalogue arrangement

1. Initial target arrangement: according to the requirements of the bidding documents, the catalogue of bidding documents is preliminarily prepared; In order to facilitate the collection of tender information. Scoring points, punctuation marks and advantages should be marked in the preliminary catalogue, in order to make the tender producers pay attention to this part of the document.

2. Post-layout: according to the pre-drawn bidding document catalogue, set the titles of the text contents as title 1, title 2, title 3 and title 4, and then automatically generate the bidding document catalogue, and set the font format, line spacing and so on.

3. The table of contents should be as detailed and clear as possible, so that the bid evaluator can quickly find the key points

4. If you want to submit the electronic version of the bid documents, you need to set up a table of contents index

Other precautions

1. Date: generally, it is written from the date of tender purchase to the date of bidding, and other dates are not acceptable.

2. After each level of title, the bidder, the bidder's representative, and the date (depending on the tender documents and beautiful typography)

3. If the signature of the bidder's representative and the signature of the legal representative are required, it cannot be printed

4. For scanned documents, The words "consistent with the original" need to be inserted

5. If there is handwriting, the name of the bidder and "consistent with the original" need to be stamped with the official seal

6. The stamped scanned picture needs to be grayed out

7. It should be kept at all times in the process of making the tender, and the file name should be clear

4. Editing skills

1. Common contents of making the tender < For the names (such as company name, bidder, date, bidding project, project number, etc.) that are often filled in the tender, a separate file (the format is the same as that required in the bidding document) is provided, which can realize rapid copying, improve efficiency and ensure that all the production dates and times are displayed the same.

For example, name of authorized representative:

Name of bidder: * * * * * Co., Ltd. (official seal)

date? Date: October, 2** *

TenderNo.: ****

Project Name: ****

2. Precautions for mixed typesetting of graphics and text

Don't use such formats as lining the top, bottom and middle of the text (especially the low version of word) after the picture is inserted. If you really need to do this, you can use the table, insert the picture into the required position of the table, and then set the edge of the table to none.

such as:

page layout: the left margin is 3cm (stitching line), the right margin is 2cm, the upper margin is 3cm, and the lower margin is 2cm

Chinese: Song Ti Xiao No.4 (some bold faces are used to highlight the key points), The table part can use font No.5

English: Times New Roman or Arial

Numbers: Song Ti, Times New Roman or Arial (recommended

Arial )

Other formats:

Punctuation: the text part uses Chinese half-angle punctuation, such as amount, bullets using English half-angle punctuation

paragraph spacing, The spacing between lines is 1.5 times

before and after paragraphs

Title format specification:

I. First-level titles

(small two/bold/centered /1.5 times/ before and after paragraphs)

2. Second-level titles

(small three/bold/centered /1.5 times) before and after the paragraph)

2.1.1 Four-level title

(small four/bold/empty two squares /1.5 times/paragraph are all before and after)

V. Mutual review of the tender

1. After the electronic version of the tender is completed, let the participants conduct mutual review, correct and modify the mistakes, and inform all team members to prevent repeated mistakes.

2. The contents of the original and the copy are the same, and the original is the basis of the whole bidding, so it is necessary to be cautious and repeated before printing

3. Whether the font and format are uniform

4. Check whether the product name and description of the quoted product meet the requirements of the bidding product (including the product model and quantity), and whether the itemized (subcontracted) quotation is consistent and correct, which must be carefully checked;

5. Check whether the calculation and capitalization of sub-quotation and total quotation in the quotation sheet are correct, and whether the quotation in the quotation sheet, tender list and tender letter are consistent in capitalization, and carefully check and proofread them;

6. Check whether the writing format of the bid opening documents is consistent with the requirements of the tenderee

7. Rename the documents that have been reviewed mutually, such as **11, **22, * * finally.

8. each document should be named in detail and stored clearly.

VI. Printing and binding of tender documents

1. Print tender documents, including the original, copy, cover, seal and quotation according to the requirements of tender documents.

2. Check whether the typesetting is disordered before printing.

3. Wrong paper documents should be taken back to the company for invalidation.

4. Pictures should be printed in color, and other texts can be in black and white.

5. Carefully check whether there are no missing pages, jammed pages, reversed order and reversed pages.

6. For large projects, it is necessary to print a copy for the use of the bidding representative

7. After printing, it is necessary to completely delete the document in time

8. According to the requirements of the bidding documents and the actual situation, punch, bind or bind.

VII. Signature and seal of the tender

1. Signature required: legal representative with power of attorney and the bidder's representative

2. Seal required: riding seal, cover, seal, quotation sheet, name of the bidder, "consistent with the original" and signature

Note:

1. Seal according to the requirements of the tender documents

. And the two can't overlap

3. Stamp the seal on the sealing strip as much as possible, half on the sealing strip and half on the sealing bag

8. Final review of the tender

1. Check whether there are any missing signatures and seals

2. Whether the documents and materials required by the tender documents are completely put

3. Whether the original and color pages need to be put into the tender

4. Tender.

2. If electronic documents need to be submitted, they will be packaged together with the original.

3. If conditions permit, you can make a special bidding box to put all the documents together, which is convenient and beautiful.

4. sealing: the sealing of bidding documents shall not be sealed without the consent of the project leader or the bidding representative. Double-sided tape should be affixed and the seal should be reserved after the riding seal is covered. Sealed by the bidding representative after sorting

X. Preparation before bid opening

1. Inquiry and registration: bid opening time, bid opening place, contact person of the tendering agency, contact telephone number, bus route, mode of transportation and bus time

2. Sorting and collecting: bidding documents, The detailed list of tender documents and the tender documents stipulate other materials that need to be submitted before bid opening

3. The materials are as follows: including but not limited to: the original and photocopy of the ID card of the bidder's representative stamped with the official seal, the certificate of registration letter, the official seal of the bid bond payment voucher or cash, color pages, agency certificate, original contract, official seal (if possible), Yin He, stationery, etc.

11. Record the bid opening site

1. Such as the name, quantity, bidding products, bidding price, bidding representatives, rating and ranking, pre-winning units, etc.

2. You can communicate with other bidding units, but don't penetrate into things that are unfavorable to the company, especially the bidding price

3. Record the person in charge, judges and key persons of the bidding unit

4. Exercise more often, give a wonderful bid presentation, and pay attention to the bid presentation time.

2. Where are your products and what are their success stories?

3. what is the strength of your factory?

4. Your products are too expensive?

5. Other bidders have reduced their prices by RMB. How much have you reduced?

6. Did you give away any other equipment?

7. what is your after-sales service like?

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XIII. Arrangement and follow-up after bid opening

1. If the bidding result is not determined, it shall be reported to the leader in time and followed up in time in the later period.

2. if you win the bid, report to the leader in time, thank the bid evaluation experts, and follow up the project until the internal contract is signed.

3. if the bid is lost, analyze the reasons for the bid loss and fill it in the tender registration form.

4. after the expiration of the bid announcement, follow-up work such as receiving the bid-winning notice, returning the bid bond, paying the bid-winning service fee of the bid-winning unit and signing the contract shall be handled. The specific handling shall be communicated with the tendering agency. ?