How to do the tender?

How do novices make tenders? In the bidding process, it is a key step for the bidder to prepare the bidding document scheme. If there are errors in the bidding documents, it will affect whether the bid can be won or not, and even lead to the rejection of the bid. Then, in order to make a high-quality bidding scheme, Bian Xiao has compiled a set of bidding scheme making skills and processes, and I hope everyone can gain something after reading it.

First, read the tender.

Read the tender documents carefully for 2-3 times. If the individual clauses in the bidding documents are not clear, you should communicate with the bidding agency in time, mark the key parts and the materials that must be provided, and it is best to establish a memo (some materials must be provided, otherwise it will lead to invalid bidding);

Think about the following questions:

1. Who is the tenderer?

2. What are punctuation marks?

3. What are the requirements for quotation?

4. What materials need to be processed in time?

5. What brand is it?

6. Do you need to find a partner?

7. Who are our competitors?

8. Do you need authorization from the manufacturer?

9. What are the requirements that our company can't meet?

10. Binding seal and required number of copies

1 1. Performance requirements (contract) and financial statements?

12. Will you take part in this bid?

…………

Second, the tender preparation

Bidding structure

Structure of ordinary tender:

(1) business segment

(2) Technical part

(3) Quotation part

(Except for the format specially required in the tender documents)

Consider the overall structure of the tender.

First of all, we should draw up the names and general content requirements of the chapters on business and technology in this tender document according to the requirements of the tender document, and we must arrange and fill in the corresponding contents in turn according to the requirements of the tender document, so as to fully show that our company can meet the requirements of the tenderer.

1.2. The commercial requirements of the tenderer such as product type, model, specification, quantity and delivery date, and whether the qualifications required by the bidder can meet the requirements of the tenderer;

1.3. Which products can't meet the technical requirements of the tenderee? We should put it forward in time so as to study how to bid.

4. 1 business segment:

Generally, it includes 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. , should be written in strict accordance with the content requirements and order of the tender.

Pay attention to the arrangement of business documents.

1. Success stories? The main results (case pictures) should be placed in a prominent position and bold.

2. Qualification documents? Check the validity to avoid misplacing files or placing expired files.

3. Authorized by the manufacturer? Scan the original before sending it to the tender unit, and pay attention to the 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 technical description, drawing design, technical parameters, product configuration, deviation table of technical specifications, introduction of technical force, installation and construction scheme, product quality, product introduction, product color page, etc. , should be written in strict accordance with the content requirements and order of the tender.

Attention should be paid to the technical part.

1. Focus, don't be too detailed, give a targeted introduction, and whether to provide product color pages and screenshot interfaces according to the bidding requirements.

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

3. Review whether the expression of product technical parameters and technical performance meets the technical requirements of the tenderer.

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

5. Review whether the arrangement order of technical parts meets the requirements of the tenderee and is reasonable.

6. Review whether there are redundant or insufficient documents to be eliminated and supplemented.

Instructions for making deviation table

1. Deviation description: positive deviation, negative deviation and no deviation.

2. If the technical indicators of the bidding products are better than the bidding requirements, it is a positive deviation, otherwise it is a negative deviation, and it is no deviation if it meets the bidding requirements.

3. To fully respond to or exceed its requirements, you must never fill in unsatisfied parameters, and you must make the parameters correspond instead of serial.

4. Write more positive and negative deviations and describe them in another language, explaining the technical parameters and product advantages of the bidding products.

5. The description of positive deviation should be bold or use other eye-catching symbols ★▲

4.3 Quotation: Note

1. Must have: quotation sheet (total price) and itemized quotation sheet.

2. Whether the equipment name, brand, model, quantity and parameters in the quotation sheet are consistent with the bidding documents.

3. Whether the case is correct and the quantity is consistent.

4. Pay attention to the consistency of monetary units in the quotation sheet and whether to install the requirements of bidding documents.

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

6. Print more blank quotations for later use.

Third, the catalogue arrangement.

1. Preliminary target arrangement: according to the requirements of the tender documents, preliminarily compile the tender document catalogue; So as to collect bidding information. The scoring points, punctuation marks and advantages should be marked in the preliminary catalogue, so that the bid producers can pay attention to this part of the document.

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

3. The catalogue should be as detailed and clear as possible, so that the bid assessors can quickly find the key points.

4. If you want to submit electronic bidding documents, you need to establish a directory index.

Other preventive measures

1. Date: generally written from the date of bid purchase to the date of bid submission, other dates are not accepted.

2. After each title, the bidder, the bidder's representative and the date (depending on the bidding documents and beautiful typesetting) should be signed.

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

4. For the scanned copy, the words "consistent with the original" should be inserted.

5. The handwriting, the name of the bidder and "consistent with the original" shall be stamped with the official seal.

6. The stamped scanned picture should be set to gray.

7. In the process of making the tender, it should be kept at any time, and the file name should be clear.

Fourth, editing skills.

1. Common contents in bid preparation

Before making the tender documents, provide separate documents (in the same format as the tender documents) for the names (such as company name, bidder, date, project subject to tender, project number, etc.). ) often fill in the contents of the tender documents, in order to achieve rapid replication, improve efficiency, and ensure that all production dates and times are displayed consistently.

Such as: Name of authorized representative:

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

Day? Date: the * * day of * * 20**

Tender number: * * *

Project name: * * *

2. Matters needing attention in graphic and text mixed typesetting

After the picture is inserted, don't use formats such as top, bottom and middle lining (especially the next version of word). If you really need to do this, you can use the table, insert the picture where you need it, and then set the edge of the table to none.

For example:

Page layout: the left margin is 3cm (seam), the right margin is 2cm, the upper margin is 3cm, and the lower margin is 2cm.

English: Song style is smaller than No.4 (some parts are highlighted in bold), and No.5 font can be used in the table part.

English: Times New Roman or Arial

Numbers: Song Ti, Times Silla or Arial (recommended

Arial)

Other formats:

Punctuation: the text is in Chinese half-width state, and some punctuation marks, such as amount and project symbols, are in English half-width state.

The segment spacing and the number of rows are 1.5 times the spacing.

Both before and after the segment are 0.

Title format specification:

First, the first-level title

(small 2/ bold/centered/1.5 times/0 before and after the paragraph)

2. Subheadings

(small three/bold/centered/1.5 times/segment is 0 before and after)

2. 1 level 3 title

(Small four four/bold/left alignment/1.5 times/0 before and after the segment)

2. 1. 1 level 4 title

(Small four/bold/empty 2 squares/1.5 times/segment is 0)

Verb (abbreviation of verb) mutual examination of tenders

1. After the electronic tender is completed, let the participants review each other, correct the mistakes, and notify the 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 tender, so please repeat it carefully before printing.

3. Is the font and format uniform?

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

5. Check whether the calculation and capitalization of itemized 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. Review whether the writing format of bid opening documents meets the requirements of the tenderer.

7. The cross-checked documents should be renamed, such as ** 1 1, **22, * * finally.

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

Six, the tender printing, binding

1. Print the tender, and print the original, copy, cover and seal of the tender according to the requirements of the tender documents. Quotations can usually be printed in the company.

2. Check whether the typesetting is chaotic, and then print it after confirmation.

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

4. Pictures need color, and other words can be black and white.

5. Carefully check whether there are pages missing, sandwiched, reversed, and reversed.

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

7. After the document is printed, it should be completely deleted in time.

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

Seven. Signature and seal of tender

1. Signature required: signature of legal representative and bidding representative, including power of attorney.

2. Stamps are required: riding seal, cover, seal, quotation sheet, bidder's name, "consistent with the original" and signature.

note:

1. Seal as required in the bidding documents.

2. The official seal needs to be stamped clearly. If a seal is not obvious, it needs to be stamped again, and the two seals cannot overlap.

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

Eight. Final evaluation of tenders

1. Check for missing signatures or seals.

2. Whether the documents required in the tender documents are complete.

3. Do you need to put the original and color pages in the tender?

4. Are there any other undiscovered mistakes in the tender?

Nine. Sealing of documents

1. Seal the original, copy and quotation documents respectively according to the requirements of the tender documents, and affix the official seal on the cover of the envelope and "No unsealing before * * * *".

2. If you need to submit an electronic document, it will be packaged with the original.

3. If possible, you can make a special tender box and put all the documents together, which is convenient and beautiful.

4. Sealing: The bidding documents shall not be sealed without the consent of the project leader or the bidding representative. After the riding seal is covered, double-sided adhesive tape should be attached and the seal should be reserved, and the bidding representative should stamp it after completion.

X. Preparation before bid opening

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

2. Sorting and collecting: bidding documents, detailed list of bidding documents and other materials required to be submitted before bid opening as stipulated in the bidding documents.

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

XI。 Bid opening site

1. Record the bid opening, such as name, quantity, bidding products, bidding price, bidding representative, rating ranking, pre-winning unit, etc.

2. Can communicate with other bidders, but does not penetrate into things that are unfavorable to the company, especially the bid price.

3. Record the person in charge, judges and key personnel of the tendering unit.

4. Exercise more, make wonderful presentations, pay attention to the presentation time (5- 10), and describe the scoring points and advantages of the bidding products.

Twelve, experts ask questions.

1. What are the advantages of your product?

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

3. What is the strength of your factory?

4. Your products are too expensive?

Other bidders have reduced the price by RMB. How much did you lose?

6. Have you given any other equipment?

7. How about your after-sales service?

…………

Thirteen. Arrangement and follow-up after bid opening

1. If the bidding result is uncertain, it shall be reported to the leader in time, and shall be tracked 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 until the project signs an internal contract.

3. If the bid fails, analyze the reasons for the bid failure and fill in the bid registration form.

4. After the expiration of the bid-winning announcement, handle the 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. The specific treatment will be communicated with the tendering agency.