In the bidding document. There are specific explanations. There will generally be clear instructions in the front schedule of the bidding document, or there will be a section for submission of bid documents before the contract part of the bidding document. At least one of these two places will mention specific requirements. Nowadays, it is generally required to bind on the left side. There are also bindings with black or white hot melt strips (with several holes) and so on. Binding on the left side is also divided into nail binding and nailless perfect binding.
Tender documents generally require kraft paper packaging, which means that the bid documents must be subcontracted or combined according to the requirements of the bidding documents, wrapped in kraft paper and affixed with a seal. The new version of the bidding document shall be stamped with the official seal. The old version of the bidding document has an official seal on the inside and a legal person seal on the outside.
You must know the specific situation of the enterprise, such as: nature, personnel, organizational structure, sales, finance, certification, production equipment, testing equipment, sales performance, etc. Of course, these are already available in previous tender documents. It can be copied. If there are separate requirements, you have to modify the product and understand the technical details. I don’t know how the division of labor is in your bid office. If there are no technical personnel, you have to transfer it to the technical department to assist in production. Then there are basic tasks such as printing and binding. I will give you a sample catalog of bidding documents. This is relatively complicated. Reference: Technical Volume A1 Response to Technical Specifications 2A2 Specific Technical Plan (Main Plan) 4A3 General List of Bid Goods 46A3-1 List of Bid Goods 46A3-2 List of Spare Parts 47A3-3 List of special tools 48A4 Production conditions and production capacity 49A4-1 Production conditions and main mechanical equipment to be invested 49A5 List of main components/raw materials and their test or inspection reports and important component supplier information 52A5-1 Raw material inspection report 53A5 -2 Raw material supplier information 62A6 Type test inspection report and identification certificate of the bid goods 66A6-1110kV power cable equipment type test report 66A6-2110KV cable product identification certificate 76A6-3 Cable accessory identification certificate 86A6-4 Cable accessory test report 99A7 Tender goods Installation, use, maintenance and overhaul instructions 108A8 product technology transfer agreement and related supporting documents 112A9 quality assurance 113A9-1 quality assurance procedure documents 113A9-2 copy of corporate ISO9000 series certificate 119A10 main project participants 124A11 others 127A11-1 patented technology 127A11-2 new type Practical Technology 128
Business volume B1 Tender document 2B2 Bid deposit 3B3 Bidder qualification documents 4B3-1: Authorization letter of legal representative 4B3-2: Copy (copy) of business license 6B3-3 : Enterprise ISO9000 series quality system and or other certification certificate photo (copy) seal 7B4 Bidder situation 12B4-1: Bidder profile 12B4-2: Bidder organizational structure diagram 14B5 Bank credit, financial status and tax situation 15B5-1: Bank Credit certificate 15B5-2: Financial status 17B5-3: Tax situation 33B6 Bidder litigation history 35B7 Supply performance 36B7-1: Completed project table 36B7-2: Project under construction table 71B8 Performance guarantee format 72B9 Advance payment guarantee format 73B10 Return Commitment letter for bid deposit 74B11 Others 75B11-1: Project management and service plan 75 Project management commitment letter 75 Project management personnel structure chart 84 Main project participants 85B11-2: After-sales service commitment 88B11-3: Company profile 91B11-4: Taxation Registration certificate, organization code certificate 93B11-5: product production license, State Economic and Trade Commission document 95B11-6: National Certificate of Observing Contracts and Valuing Credit, National Product Quality Inspection Exemption Certificate, Chinese Famous Brand Product Certificate 100B12 This bidding cable accessories product sub-plan - German KP attachment information 103B12-1 Authorization letter for this project signed by the third-party supplier manufacturer to the bidder 103, Price Volume 1, Main Plan - Qingdao Han Cable Group Cables and Accessories 2C1 Bid Opening List 2C2 Itemized Quotation Table 3C2- 1 Raw material quotation table for main components 4C2-2 Spare parts quotation table 5C3 Special tool quotation table 7C4 Service quotation 8C5 Annual maintenance quotation after the warranty period 9
One,
Tender documents and plans The difference between a bid and a plan
1.
The bid is a special formal plan. In terms of type requirements, it should also meet the general requirements of the plan
Requirements, therefore, the contents mentioned in the previous chapter should be met and paid attention to. There are also the following differences between the two. l Different purposes: _Tender document: to win recognition and win the bid. _Plan: to complete the customer's Requirements.l Different objects: _Tender document: Bid evaluator: Expert (not very familiar with the background of the project) The current IT bid evaluation process generally involves about 5 experts spending half a day to a day making expert evaluations of the bid documents. Party A is allowed to participate in the bid evaluation
To add scoring, some do not allow Party A to participate and score, and some do not even allow Party A to participate, and even if they participate, they cannot express their preferred opinions. In this case, there is not a sufficient communication environment, and all previous technical preparations are lost. It is condensed in the bidding document, and the target is experts who have bid evaluation experience but may not understand the situation. _Plan: Client (very familiar with the project background) l Conditions are different: _Tender: Only one chance. The bid is that the user needs are basically clear It is the last chance to choose a service provider. Therefore, users not only focus on the excellence of the plan, but also care about winning the bid, so they generally do not give the opportunity to modify.
_Plan: Generally, it can be modified multiple times. The interaction process of the plan is actually a process in which users clarify their needs. When the needs need to be further considered, the average user will ask to pick up the plan again. l The evaluation standards are different: _Tender document: rely on the expert experience of the bid evaluator; observation, reading Comprehensive judgment. Since the evaluation of the bid documents is carried out by professional evaluation experts or personnel from all parties, the evaluation standards are more about fairness and no objection. It is very important that the bid documents are formal, professional, clear and meet the requirements. In addition, the evaluation standards of the bid documents are more important. The scoring will be carried out strictly in accordance with the preset scoring standards, and the experts have limited rights._Plan: The customer will analyze and judge based on the actual situation. The plan is mainly judged by Party A based on the needs. The standards at this time are relatively vague, and sometimes a very Rough plans, if they have outstanding highlights, will also attract users to reconsider. Basic requirements for tender documents:
2.
l Help communicate with your tender document readers. From this perspective, the bid document is a paper that targets user needs. The logical structure and language must be clear and readable. Considering that bid evaluation experts generally have good academic experience, many of them are professors, doctoral supervisors, and bidders. The language should be based on the readers' reading habits. Show your thoughts and ideas after sorting it out. If you don't have a clear idea of ??the entire plan, you will not be able to write a good bid. Before bidding, you must clarify the overall ideas and the functions of each part. Relationships, necessary brainstorming and pre-evaluation are also needed in order to express them more clearly. For areas where there is no conclusion or confusion and controversy, do not expect to be able to get over it. Analyze it truthfully and even put it in important places, focusing on possible difficulties and solutions. Describing the plan and the selection process will often increase the chance of winning. Respond to the bidding document. Pay great attention to the detailed requirements of the bidding request document. Generally, Party A will not write out certain requirements casually. When this happens, it is usually the case that Party A Party A needs it very much or there are competitors who persuade Party A to put forward this demand. Pay special attention to special and unconventional requirements, and there must be a response in the bid. When responding, do not refute directly, but use a more tactful and clear attitude. Conclusion: Give suggestions and opinions. Conclusion.l Respond to customer needs Page 2/6
. There are many customer needs that are not reflected in the bidding document. At this time, if the description is very detailed and meaningful Targeted, it is very convincing for bid evaluation experts. 2. The main contents of the commercial bid:
The bid is divided into a commercial part and a technical part. Some bidding requirements are divided into commercial bids and technical bids. .
1.
Composition of the commercial bid
l The main content of the bid (according to the format of the bid invitation). It should be reminded that the bid evaluation experts will On-site bid evaluation requires reading a large amount of text. At this time, the format of the bid invitation letter must be strictly followed. If necessary, parts of the bids must be distinguished in the form of different papers or labels to facilitate comparison between different service providers. .l Bidding quotation and product list. If the bidding quotation is given in the invitation to bid, fill it in according to the standard quotation. If not, it needs to be designed carefully. A good quotation will help experts compare and screen, and it will also help Service providers conduct price negotiations. For example, a more detailed and reasonable quotation will not be easily reduced significantly during price negotiations. In addition, if the quotation is complex and long, it is necessary to summarize each part of the quotation and have a clear description of each part. Partial quotation total. Please pay attention to the calculation of the quotation to avoid calculation errors and duplications. If there are missing items, especially when using exle for automatic calculation, you must use another method to check the calculation.
.l Qualification proof. Pay careful attention to the qualification proof required by the tender invitation. In addition, user reports, qualifications, cases, etc. that may be provided by possible competitors should be treated carefully; try to provide qualifications that are higher than those in the tender invitation document; for joint bidding, it is necessary to provide For the qualifications of both parties or multiple parties, evidence documents need to be provided for those who require a "local service team"; for designed products, necessary certificates and documents must be provided; for the qualifications of affiliated companies (such as group companies), special attention must be paid Requirements for legal consistency. l Introduction of the project team. The introduction of the project team must be realistic and does not necessarily require company executives to intervene in the project process; for the introduction of the qualifications of the team members, attention must be paid to the division of roles, age matching and qualification requirements; it must be highlighted Team members’ successful experience in similar projects. l Company profile. The company profile should be abbreviated or rewritten in a targeted manner to highlight content closely related to the project. l Introduction to the company’s after-sales service system and training system. Generally, this one is easier and more technical The corresponding parts in the statement are confused, so be very careful about which part you put them in. If both the business part and the technical part are required, what is the emphasis? This is often included in the scoring criteria. Therefore, you should carefully describe your company's project management. The after-sales service and training system must comply with the user's bidding requirements, as well as mainstream international and domestic standards. l Equipment introduction. Equipment introduction should submit the equipment cases, usage, certificates, etc. l Industry typical (successful) applications Cases. In successful cases, special attention should be paid to putting similar project experience in a higher position. All information that is beneficial to this bid. Some units will submit award certificates, patents, intellectual property certificates, horizontal and vertical project commitment certificates, etc. Certification information associated with the project.
2.
Composition of the technical bid
l Summary description of the bid document. The summary description is not just a summary of each part, It should be the first page of the bid that reflects your own thoughts. It should be paid great attention to. It is also a very important place to win over experts. l Background introduction. The project background should start from Discuss and explain the necessity and considerations of the project in terms of industry, basic user situation, etc. This is a very important place to reflect the pertinence of the bid document. l Mainly design the bid document. The design of the project is the main part of the bid document, considering that experts may not necessarily be familiar with the involved The technology of the bid document is very clear, and the logical relationship in this part is very important. It should be logically discussed from many aspects such as technical direction, product direction, product selection, performance and price comparison, etc., and a suitable solution should be selected for Party A from a neutral standpoint. The "sign" is very important. l Project implementation plan. The project implementation plan must be feasible and meet the requirements. This is also a frequent scoring point. Try to use professional tools (such as project) for the implementation plan, and the project management system architecture must be very clear, such as ISO9000 , CMM, etc. The qualifications required by the bid document must be consistent with the technical system of project implementation. For example, if the qualifications specifically require CMM, the project management plan should be planned based on CMM. l Risk control and quality control plan. Risk control measures must be practical. The quality system must be clear and comply with the requirements of the tender invitation.l After-sales service plan. The after-sales service plan is often a scoring point and should meet the tender invitation requirements as much as possible; important service commitments and deadlines should be highlighted in bold or in the form of tables.l Products Introduction. The product introduction should be placed in a non-prominent place, such as an appendix; the important performance of the product can be advanced or highlighted; when necessary, the manufacturer's product description color page can be cut and put into the binding of the tender document. 3. How to design a beautiful tender document Overall general requirements
1.
lOverall view - each part of the tender document is self-contained and mutually dependent.lTechnically feasible, the description is concise and clear.lThe product list is correct.lContents Clear structure - (representing clear thinking).
lThe entire text is well-organized and has a unified style.lIt not only caters to the readers' psychological habits but is innovative. For example, if a comprehensive solution bid requires many parts , we can draw another chapter of the logical relationship diagram of each part and briefly discuss it to facilitate expert review. The picture below is a logical structure diagram of a six-part tender document.
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Summary Description
The summary description is an overall description of a tender document. It should not only reflect the brief content of each part, but also reflect the overall ideas and thoughts of the bidder. Sometimes it is called the general manager. Abstract or special explanation, it contains the following content: l_Tender objective: l_Strategic suggestions: l_Notes: l_Tender advantages: l_Other things that need to attract readers’ attention 3. Directory structure
The catalog is not only automatically generated, but more importantly, it must reflect the overall logical structure. Bid evaluation experts often use the catalog to get the first impression of the bid document. A good catalog should reflect careful thinking and clear content. Experts also obtained important features and basic information about the bidder's main knowledge and skills. Therefore, if the bidder integrates the solutions of multiple manufacturers, it must re-integrate and adjust the catalog. Example: before adjustment
After adjustment:
4.
Taboos in writing bid documents:
lOther projects or other customer names appear in the bid document. Many bid documents use information from other cases, forgetting In order to correct the user, this is very easy to be rejected and considered not serious at the bid evaluation site, so a dedicated person is needed to check. l Topology design errors. Topology diagrams and logic diagrams are the focus of expert evaluation Where to pay attention, be sure not to make structural errors, let alone errors in names (for example, many bidders write logical diagrams as topological diagrams). The signs of the diagram should be clear, preferably drawn, and the reviewer should clearly mark it.l Tender documents The narratives are inconsistent. Many bid documents are completed by different people, and any inconsistencies in the narratives must be corrected. It is best to arrange for someone to read the draft before bidding and arrange a special review meeting. l The directory structure is confusing, illogical, and self-contained. There is too much nonsense, the language is verbose, and the words are meaningless. This situation can easily occur when excerpting information on the Internet, so you should pay attention to it. Use words and sentences inappropriately. Typos are minor things, but they can easily cause resentment among experts, especially In the abstract, important places and times that appear many times. 4. Examples of bid document design
Case 1: A network integration project The following is an example of a bid document for a network integration project. Such a bid document is more efficient than directly stacking products. It is much stronger. Of course, if the project is larger and more complex, it can be further optimized. Network planning:
1.
The thinking method of network planning_starting from the core of the network , diverging to the edge of the network; _Start from network access and concentrate on the core of the network; _Diversified thinking methods. The purpose of network planning
_ Provide advance guidance for network construction; _ Make users aware of all aspects of network planning. Have a comprehensive understanding of the constructed network; provide a basis for future network implementation and acceptance. 2. Network design ideas:
User demand analysis; network traffic analysis; network classification design; network layered design; Network equipment selection; network address planning. 1) a) Demand analysis: The purpose of demand analysis
_Provide a basis for network planning_Make the solution design personalized and more competitive b) Basic requirements:
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User investment and network scale Understand the business type and distribution Analyze the similarities and differences between current technology and user needs Existing network analysis to protect user investment c) Source of demand
_Decision makers’ construction ideas_Users Historical information and industry information provided_Detailed descriptions of user technicians_Ordinary users' requirements for the network d) Collection method
_Meeting minutes method_Key person contacts_User interviews e) Key points to understand:
lBusiness needs, capital investment, network scale
lThe status of the existing network lThe physical area covered by the network, the number and distribution of information points lBusiness classification, distribution and impact on the network Functional requirements l Network bandwidth and business volume requirements l Network reliability requirements l Network security requirements l Network management requirements f) Requirements analysis summary:
l_Technology is not a problem, it mainly depends on Investment and services l_User investment protection_High cost performance-enable users to get the best results from their investment_Compatibility-protect users' original investment in the network_Scalability-guaranteed to be available and not outdated in the next 5-8 yearsl_Service_direction Providing users with excellent service may be better than just mentioning
It is more meaningful to provide an excellent network l Key investments should be placed in key positions 2) Network traffic analysis:
3)
Tender structure:
Case 2: Security integration project tender ideas: The following case mainly illustrates the degree of compliance with the standards of a tender and the overall idea. Information security solutions can refer to many Page 5/6
standards, but the most important one is It is necessary to comply with the standards of the user's industry and superiors, and it must be expressed in the entire system framework. For example, we can design the framework of the tender document from confidential and non-confidential: According to the confidential information system design guide, the confidential system The idea of ??the tender document is as follows: According to IATF, the idea of ??integration of non-confidential information systems is as follows: 5. Several stages of tender preparation preparation stage
1.
l_Read the tender invitation carefully ( Bidding documents) l_Make the bid document according to the bidding document, the content can be increased, but cannot be reduced l_Make a schedule for writing the bid document, strictly adhere to it, and pay attention to setting aside time for review and modification of the bid document. A common mistake that most companies make is that it is not the same Adhering to the project schedule and always working overtime until the last night is prone to errors; in addition, more units make fatal mistakes by collecting user or competitor information from sales on the last night and making hasty adjustments; such mistakes are also It is easy to be late for bidding. The best way is to book a good time and bid adjustment strategy, and strictly follow the strategy. At this time, it is very important to hold a project kick-off meeting to achieve consensus. Tender production stage
2 .
l_In the bid, the most important thing is the price, service and everything that can attract the user's attention (even if there is no required content in the bid invitation).l_The biggest taboo in the bid is Appearances such as typos, wrong pages, missing prints, inconsistent prices, wrong capitalization of prices, outdated content and content that is irrelevant to the project (such as the header of the tender document for project A or the name of project B) 3. Closing stage ：
lHow to print tender documents
_Printing of key charts. A good chart can easily surpass competitors and attract experts to discuss or pay attention. If necessary, a very large chart can be produced The picture is sandwiched in the middle of the tender document._Printing of the quotation (how to facilitate reference).
lHow to bind the tender document
_The design of the cover. The cover of the tender document should show professionalism and nobility, Don't be fancy, the necessary company, concept and logo can be placed appropriately._Use label pages. Sometimes the bidding document is very thick, label symbols should be added to the side, it is best to print a brief description for easy reference; you can also use different colors of paper Distinguish between different chapters and parts._Overall look and feel. Binding of bid documents should reflect the value of the company. Many companies are willing to hire employees but are not willing to spend money to design and bind bid documents, which is very uneconomical.l_Tender document packaging (or follow the invitation Requirements for bidding documents) _ Use special bidding bags; _ Mark the bidding number, package number, bidding equipment name and bidding unit name on the special bidding bag; _ Mark the seal of the special bidding bag: "xxxx year x month x day yy: zz minutes ago It shall not be opened; "_Seal" or use a small piece of paper with the above words to seal the mouth of the bag and stamp it with the official seal.l_Original or copy of the tender_Prepare the corresponding original and number of copies according to the requirements of the tender invitation (original one (multiple copies); _The cover of the bid must indicate the original or a copy; _The original must use the original seal (not a copy); _Each page of the original must have the signature (full name or surname) of the person authorizing the bid; _The copy The cover must be the original seal of the company (platform).