Tender Submission Checklist (Printable PDF Version)

TENDER SUBMISSION CHECKLIST
[Printable Version — print and complete one per bid]

Bidder:                 _______________________________________
Tender Number:          _______________________________________
Tender Title:           _______________________________________
Issuing Entity:         _______________________________________
Closing Date / Time:    _______________________________________

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1. BID IDENTIFICATION
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[ ] Tender number correct on every document
[ ] Tender title correct
[ ] Issuing entity name spelled correctly
[ ] Closing date and time verified against the official document
[ ] Validity period noted: ______ days

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2. BRIEFING
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[ ] Briefing attended (compulsory / non-compulsory)
[ ] Proof of attendance saved
[ ] Minutes / addenda from briefing collected

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3. MANDATORY FORMS (MBD/SBD)
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[ ] MBD 1 — Invitation to Bid: completed and signed
[ ] MBD 4 — Declaration of Interest: completed and signed
[ ] MBD 6.1 — Preference Points Claim Form: completed
[ ] MBD 8 — Past SCM Practices: declared and signed
[ ] MBD 9 — Independent Bid Determination: signed
[ ] All tender-specific forms completed

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4. RETURNABLES
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[ ] Company profile attached
[ ] CVs of key personnel attached
[ ] Similar-project reference letters attached
[ ] Professional registrations attached
[ ] OHS / safety file attached (if required)

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5. PRICING
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[ ] Pricing entered in the prescribed pricing schedule only
[ ] All line items priced — no blanks
[ ] VAT treatment correct (incl. / excl. as required)
[ ] Totals reconcile across cover letter, summary and pricing schedule
[ ] Pricing schedule signed by authorised signatory

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6. TAX / CSD / B-BBEE
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[ ] CSD Summary Report (recent) attached
[ ] SARS Tax Compliance Status PIN — valid
[ ] B-BBEE Verification Certificate OR Sworn Affidavit attached
[ ] CIPC documents attached

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7. SUBMISSION METHOD
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[ ] Method confirmed: physical / portal / email
[ ] Number of copies: _____ (original + copies)
[ ] Envelope marking: tender number, title and bidder name
[ ] Portal access tested (if electronic)

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8. FINAL REVIEW
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[ ] Full submission reviewed by a second person
[ ] All signatures and initials present
[ ] No missing pages
[ ] Latest version of every document
[ ] Plan for proof of submission (stamp / receipt / portal confirmation)

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FINAL SIGN-OFF
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Reviewed by:        _______________________  Date: ___________
Approved by:        _______________________  Date: ___________
Submitted by:       _______________________  Date: ___________
Proof of submission: [ ] Stamp  [ ] Receipt  [ ] Portal confirmation

— Tip: print this checklist double-sided, file it with the submitted bid copy, and review it during contract handover for lessons learned.