A practical checklist for reviewing tender packs before you price and submit. Work through six areas — documents received, scope checks, pricing risks, programme risks, commercial terms, and site constraints — to avoid the most common and costly mistakes.
Confirm you have a complete tender pack before you start pricing. Missing documents are a common source of gaps and disputes.
Scope gaps and overlaps between packages are a primary source of claims and disputes. Work through these checks item by item.
Price-risk items are the gaps between what you price and what the works actually cost. Identifying these before submission prevents post-contract losses.
Programme risk is the gap between the programme given to you and the one you actually need to deliver. Missed programme dates trigger LD liability.
Commercial terms define the financial structure of the contract. Key terms must be identified and accepted before, not after, submission.
Site-specific constraints affect your method, resource, and programme. These must be assessed before pricing, not discovered on site.
Start this checklist before you open the drawings. Work through 'Documents Received' first to confirm you have a complete tender pack — request missing documents before investing time in pricing.
Work through each section in order, marking each item as: Confirmed / Query required / Not applicable. Raise all queries with the main contractor in writing and request written responses before submission.
Use the risk level indicators to prioritise your time — focus on high-risk items first. Never submit a tender with unresolved high-risk items unless you are certain of the risk and have priced it accordingly.
Document your assumptions and qualifications. Tender qualifications protect you by recording what you have and have not included. A well-written qualifications schedule is the foundation of any post-contract claim.
Re-review the checklist once you receive responses to your queries. Update your price and qualifications to reflect any clarifications received.
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