TENDER CHECKLIST

Conduct a needs assessment to identify service or product requirements.

Engage with stakeholders to gather input and expectations.

Analyze market trends and competitor offerings.

Develop a risk assessment related to the tender process.

Set clear objectives and key performance indicators (KPIs) for the tender.

Create a detailed tender document outline.

Draft a comprehensive scope of work or project description.

Outline key deliverables and timelines for the project.

Develop a communication plan for stakeholders during the tender process.

Review and finalize all documentation with legal counsel.

Determine the appropriate channels for advertising the tender.

Publish the tender notice in relevant forums and platforms.

Ensure accessibility and clarity of the tender advertisement.

Specify any pre-tender meetings or information sessions for bidders.

Monitor responses and inquiries related to the advertisement.

Confirm the submission deadline and communicate this to all bidders.

Establish a secure method for receiving submissions (e.g., electronic portal).

Designate a location and time for the public opening of tenders.

Ensure all submissions are logged and acknowledged.

Prepare for the opening with a checklist of received documents.

Formulate a scoring matrix based on the evaluation criteria.

Conduct a thorough review of all submissions for compliance.

Schedule and facilitate discussions among evaluation committee members.

Rank bidders based on their scores and findings.

Document the decision-making process for transparency.

Prepare a formal award letter for the successful bidder.

Clarify the terms of the contract and any conditions for acceptance.

Notify all bidders of the outcome and provide a rationale if requested.

Organize a kick-off meeting with the selected bidder to discuss next steps.

Ensure all documentation is archived for future reference.

Gather feedback from the evaluation team on the tender process.

Analyze challenges faced and successes achieved during the tender.

Update policies and procedures based on lessons learned.

Share insights with stakeholders for continuous improvement.

Conduct a follow-up review of contractor performance post-award.