How should the checklist be used?
Run it before the meeting and attach the result to the working bid record. Any unchecked item should become a named action rather than an invisible assumption.
| Control | Evidence | Owner |
|---|---|---|
| Pack | Indexed current set | Document control |
| Scope | Boundary list | Estimator or engineer |
| Response | Returnables register | Bid manager |
| Approval | Review route | Bid lead |
What does it not do?
It does not provide legal advice, engineering sign-off or a compliant response by itself. The issued tender and the responsible reviewers control the final bid.
Common questions
What else should the bid team know?
Can a template replace the issued tender instructions?
No. The issued tender and its addenda control the required format, channel and deadline. Use a template as an internal control only.
Who approves the final bid position?
The bid team assigns technical, commercial and legal review to the appropriate people. A document register or checklist does not provide that approval.
What happens when the source documents conflict?
Keep both references visible, record the conflict and raise a clarification or internal review action. Do not silently choose one document.
Primary sources
- Commonwealth Procurement RulesAustralian Government Department of Finance
- Additional rules: request documentationAustralian Government Department of Finance
- The Construction PlaybookUK Cabinet Office
- FAR Part 15: Contracting by NegotiationAcquisition.gov