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Bidding for your first tender: a practical checklist

Tenders can be a major source of income for small businesses, but they reward preparation. Many bids are disqualified before anyone reads the price, simply because a document is missing or a form is incomplete. Work through this checklist before you start.

Get your business tender-ready

  • Company registration documents that are current and match your details.
  • Central Supplier Database (CSD) registration, which most government buyers require.
  • Tax compliance status that is valid at the time of the bid.
  • B-BBEE certificate or sworn affidavit, depending on your category.
  • Bank confirmation letter for your business account.
  • Proof of address and any municipal account documents the tender asks for.
  • Company profile and references showing similar work you have done.

Read the tender like a lawyer

  1. Read the whole document, twice. Note every requirement, form and deadline.
  2. Check whether there is a compulsory briefing session, and attend it.
  3. Make a checklist of every form to complete and every document to attach.
  4. Ask questions in writing before the question deadline.

Prepare a strong response

  • Answer exactly what is asked, using the buyer's own headings.
  • Price realistically. Count your costs honestly and do not underquote to win.
  • Show relevant experience, people and equipment.
  • Have someone else check the bid against the requirements before you submit.

Submit and learn

Submit well before the closing time, to the right place, in the right format. If you are unsuccessful, ask for feedback and use it to improve the next bid. Winning tenders is a skill that grows with practice.

No one can guarantee that a bid will be awarded, but a complete, compliant and well-presented bid gives you a real chance.

Need a hand? FOAN supports South African SMMEs with exactly this. See our Tender & Bid Writing service, or get in touch.

This article is general information for South African small businesses and is not legal, tax or financial advice. Rules, fees and dates change, so confirm current requirements with the relevant authority or speak to us.