Prepare call for tenders

Purpose

The preparation of the tender documentation makes it possible to issue a formally correct call for tenders, to obtain comparable offers, and to perform a comprehensible and comparable evaluation of the offers.

Basic idea

The tender documentation is prepared in such detail that the offers can be evaluated in a comprehensible manner. For this purpose, the evaluation criteria questions are set out in the list of criteria.

Specifications are drawn up in order to compare the offers received. The specifications describe the requirements for the items to be procured (goods, services, etc.) and the procurement procedure. By drawing up the specifications, the customer becomes aware of what is really needed, and the tenderer in turn recognizes what the customer wants. The specifications also force tenderers to comment on issues they may prefer to avoid and to submit the offer in the required structure. This creates a clear, uniform reference basis.

The draft contract forms the basis for concluding the contract and is part of the tender documentation.

HERMES-specific

The tender documentation consists of various documents, based on and guided by the procurement analysis. The documentation includes the specifications, the list of criteria, the draft contract, the tender notice, and other documents. The list of criteria must include all eligibility criteria, technical specifications, award criteria, and the evaluation model to be applied.

In the case of a public tender, the tender documentation must meet the formal and procurement law requirements (according to the procurement analysis).

The outcomes produced in other modules, such as solution and organizational requirements, concepts, etc., are an integral part of the specifications, where relevant and available.

Basis/prerequisites

Activities

  1. Produce tender documentation with specifications, list of criteria, draft contract, tender notice, and other documents.
  2. Coordinate the tender documentation with the controlling and compliance bodies and/or have the latter check them.

Outcomes

Relationships

Module Task Task responsibility Outcome Involved in creation of outcome
Procurement Prepare call for tenders User representative Tender documentation User representative , Project management