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Tender registration and bidding process skills

Published: 2016-12-02 11:56:47 Author: Stand edit Views: Times

投标报名及招标文件购买 Bidding registration and bidding document purchase  

投标人选定原则。 Bidder selection principle. 依照招标公告及招标文件中规定查看自己是否满足投标人所具备的条件。 Check whether you meet the requirements of the bidder in accordance with the tender announcement and tender documents.

招标文件的购买。 Purchase of tender documents. 详细阅读招标文件规定的报名方式、报名所需提供的资料及报名费用并准备报名所需的资料及报名费用。 Read the registration methods, materials required for registration, and registration fees, and prepare the materials and registration fees required for registration. 注意报名截止日期。 Note the registration deadline.

报名方式分为: 现场报名或资质文件传真报名(详见各招标文件具体要求) The registration methods are divided into: on-site registration or fax registration of qualification documents (see the specific requirements of each bidding document for details)

注:根据招标文件的具体要求提交资质证件的正本或副本、原件或复印件(复印件必须加盖公章),及其他特殊要求的资质文件。 Note: According to the specific requirements of the bidding documents, the original or copy of the qualification certificate, the original or a copy (the copy must be stamped with the official seal), and other special qualification documents.

报名费用缴纳方式: 现金缴纳或银行转账。 Registration fee payment method: cash payment or bank transfer.

  投标保证金的缴纳 Payment of bid security

详细阅读招标文件关于投标保证金的缴纳说明,明确保证金提交形式、保证金缴纳金额、保证金截止日期,提取重要信息填写支付申请单,交由财务办理,具体程序同报名费用缴纳相同。 Read the bidding deposit payment instructions in detail, clarify the form of deposit submission, the amount of deposit payment, the deadline for deposit, extract important information, fill out the payment application form, and submit it to the financial department. The specific procedures are the same as the payment of registration fees.

投标保证金缴纳方式: 银行转账或电汇、现金缴纳、银行汇票等形式。 Bid deposit payment methods: bank transfer or wire transfer, cash payment, bank draft and other forms. 具体操作需严格按照招标文件要求执行。 Specific operations need to be carried out in strict accordance with the requirements of the bidding documents. 汇款完成后两个工作日内应打电话咨询招标机构是否保证金已到账。 Within two working days after the remittance is completed, a call should be made to inquire whether the bidding agency has received the deposit.

保证金汇款回单必须按招标文件要求密封。 The margin remittance receipt must be sealed in accordance with the requirements of the bidding documents.

  投标书制作 Bid Production

考虑到评标专家一般都具有较好的学术经验,其中很多还是教授、博导,投标的语言要符合评标专家的阅读习惯为好。 Considering that bid evaluation experts generally have good academic experience, many of them are professors and PhD supervisors. It is better that the language of bids conforms to the reading habits of bid evaluation experts. 需要提醒的是,评标专家在现场进行评标,需要阅读大量的文字,这个时候一定要严格按照招标文件的格式要求进行,不同招标单位可能排版顺序就不同,必要的时候要专门以不同纸张或者标签的形式进行部分区分,以便于专家在不同投标人之间进行对比。 It should be reminded that bid evaluation experts need to read a lot of texts when conducting bid evaluations at the scene. At this time, they must strictly follow the format requirements of the bidding documents. Different bidding units may have different typographic sequences. When necessary, they must use different papers. Or part of the form of labeling, so that experts can compare between different bidders.

对招标文件作出实质性回应。 Substantive response to the bidding documents. 要非常注意投标需求书的细节要求,对于特别的、违反常规的要求尤其要注意,在标书中一定要有回应。 Attention must be paid to the detailed requirements of the bid request, especially for special and unconventional requirements, and there must be a response in the bid.

资质文件的收集: 列明招标文件要求的资质文件清单,并逐一准备确认证件的有效期、经营范围等关于资质文件时效性、经营范围等相关信息,需要他人提供的资质文件,需提前告知对方,并规定对方最晚提供资料的时间。 Collection of qualification documents: List the qualification documents required for the bidding documents, and prepare one by one to confirm the validity period and business scope of the certification documents, such as the timeliness of the qualification documents and business scope. Qualification documents provided by others need to be notified in advance. And specify the latest time for the other party to provide information. 搜集整齐的资料,按顺序放好,编排整齐方便标书最后的顺序整编。 Gather neat information and arrange them in order. Arrange them neatly to facilitate the final ordering of bids.

投标人资质文件包括但不限于: Bidder qualification documents include, but are not limited to:

投标人营业执照副本 Copy of bidder's business license

投标人生产经营许可证副本 Copy of bidder's production and operation license

投标人组织代码证副本 Copy of bidder organization code certificate

投标人税务登记证副本(国税、地税) Copy of bidder's tax registration certificate (national tax, local tax)

投标人近期财务报表或审计报告(资产负债表、现金流量表、损益表) Bidders' recent financial statements or audit reports (balance sheet, cash flow statement, profit and loss statement)

投标人近期纳税证明 Bidder's recent tax payment certificate

投标人近期社会保险缴纳证明 Bidder's recent social insurance payment certificate

投标人获奖证书、荣誉证书 Bidder award certificate, honor certificate

ISO 认证证书等其他提升投标人形象的相关文件 ISO certification and other related documents to enhance the image of bidders

项目负责人及主要技术人员的学历证明或职称等级证明 Certificates of academic qualifications or professional titles of project leaders and main technical personnel

注:请根据招标文件具体要求提供相应资质证明文件,及其他特殊的资质证明文件。 Note: Please provide corresponding qualification certification documents and other special qualification certification documents according to the specific requirements of the bidding documents.

 

注:对招标文件个别条款不明确的,应及时与招标机构沟通,以确保及时有效的完成投标文件的编制。 Note: If individual clauses of the bidding documents are not clear, they should communicate with the bidding agency in time to ensure that the preparation of bidding documents is completed in a timely and effective manner.

人员组成: 尽量找有类似工程经历人员,尤其对总监或者项目经理。 Staffing: Try to find people with similar engineering experience, especially for directors or project managers. 在年龄、学历以及工程经历上要层次分明的分布。 There should be a hierarchical distribution in age, education and engineering experience.

监理大纲或者施工组织设计: 在复制或者借用其他类似工程的内容,必须对工程名称等内容进行更改,确保其符合投标工程的实际状况。 Supervision outline or construction organization design: When copying or borrowing the contents of other similar projects, changes must be made to the project name and other contents to ensure that they conform to the actual conditions of the bidding project.

投标文件的检查工作 Inspection of bid documents  

采取交叉审核的方法,有不同人进行标书检查工作,防止定势检查再次确认投标文件目录是否更新,目录所指页码是否与文件内容页码相符合。 The method of cross-checking was used to have different people check the bidding to prevent the set check from reconfirming whether the catalogue of bidding documents was updated and whether the page numbers indicated in the catalogues were consistent with the document content page numbers.

  投标文件的签字盖章 Signing and stamping of bid documents

对审查及修改完毕的投标文件进行签字盖章 Sign and stamp the reviewed and revised bid documents

签字应注意法定代表人签字、授权代表签字及见证人签字的名字。 Signing should pay attention to the names of legal representatives, authorized representatives and witnesses. 法定代表人为投标单位营业执照上的法人代表。 The legal representative is the legal representative on the business license of the bidding unit. 授权委托人为代表投标单位参加投标的委托人。 The authorized principal is the principal who participates in bidding on behalf of the bidding unit. 见证人为证明法人代表及授权委托人的其他人。 Witnesses are other persons who certify legal representatives and authorize clients.

对投标文件的盖章 Sealing of tender documents

正本投标文件应逐页盖章:标明盖章的位置,章应盖在指定位置之上(如:公司名称处);未标明盖章位置,应盖在有投标人名称的位置上;未有投标人名称,应压住文字盖在页面的右下方。 The original bidding document shall be stamped page by page: indicate the position of " seal " , and the seal shall be stamped above the designated position (such as the company name); if the position of " seal " is not marked, it shall be stamped at the position with the name of the bidder Up; there is no bidder's name, the text should be pressed and covered at the bottom right of the page.

注:投标人公章勿盖在其他公司公章之上。 Note: The official seal of the bidder should not be overlaid on the official seal of other companies. 如招标文件规定复印件(及副本)也需要加盖红章,应将投标书复印完再加盖公章,不可在有公章的复印件上加盖公章。 If the bidding document stipulates that the photocopy (and copy) also needs to be stamped with a red seal, the bidding document should be copied and then stamped with the official seal, and the official seal cannot be stamped on the photocopy of the official seal.

 

  投标文件的复印、装订及密封 Copying, binding and sealing of bid documents

仔细阅读招标文件关于标书装订条款。 Carefully read the tender documents regarding the binding conditions of the tender. 投标文件正副本份数并正本、副本注明在什么位置,是否逐页小签、封条处骑缝加盖投标人法定代表人名章,以及封面内容和密封要求,仔细检查和确认。 The number of originals and copies of the bidding documents and the original and copy indicate where they are, whether they are stamped with the name of the legal representative of the bidder, as well as the cover content and seal requirements, carefully checked and confirmed.

投标文件的复印。 Copy of bid documents. 将排版完整、签字、盖章后的投标文件,按照招标文件规定的投标文件副本份数进行复印,复印后应检查复印的是否清晰,有无缺页、夹页、顺序颠倒、页面倒转现象。 Copy the complete, signed, and stamped bidding documents according to the number of copies of the bidding documents specified in the bidding documents. After the copying, check whether the copying is clear, whether there are missing pages, clips, reverse order, and page reversal.

投标文件的装订。 Binding of bid documents. 将复印好的投标文件按照招标文件要求的装订方式装订,如招标文件无要求装订方式,可自行选择装订方式。 Binding the copied bidding documents according to the binding method required by the bidding documents. If there is no binding method required in the bidding documents, you can choose the binding method yourself. 装订方式分为打孔、胶装(建议用打孔,便于发现错误时做改动,但要注意装订是否牢固,不得出现活页、掉页)。 The binding methods are divided into punch holes and perfect binding (punch holes are recommended to make changes when errors are found, but pay attention to whether the binding is firm and no loose-leaf or dropped pages).

投标文件的密封。 Seal of bid documents. 根据招标文件要求准备投标文件密封袋。 Prepare sealed bidding documents according to the bidding document requirements. 主标与陪标文件应在符合招标文件密封要求的前提下,变换包装的颜色、形式、字体,勿出现雷同现象。 The main and accompanying documents should be changed in color, form, and font on the premise of meeting the sealing requirements of the bidding documents, and there should be no similar phenomenon.

投标文件的最终封口。 Final sealing of bid documents. 在未得到项目负责人或投标代表同意的前提下,投标文件封口不得密封。 The seal of the bidding document shall not be sealed without the consent of the person in charge of the project or the bidding representative. 应贴好双面胶及盖好骑缝章后预留封口,由投标代表整理后自行密封。 Double-sided tape should be affixed, and the seal should be reserved after sealing the seal.

根据招标文件要求,为方便开标,开标一览表、投标保证金复印件是否需要一同装订在单独的信封内密封提交。 According to the requirements of the bidding documents, in order to facilitate the bid opening, whether the bid opening list and the bid security deposit need to be bound together and sealed and submitted in a separate envelope.

  开标前的准备工作 Preparation before bid opening

在完成投标文件密封准备工作后,应将开标时间、开标地点、招标机构联系人、联系电话、招标文件、投标文件明细清单及招标文件规定其他在开标前需要提交的资料(包括但不限于:投标代表人身份证原件及复印件加盖公章、投标保证金缴纳凭证加盖公章或现金、公章、印盒、修改文具等)交由投标代表熟悉和备用。 After completing the preparation of the sealing of bidding documents, the bid opening time, place of bid opening, contact person of the bidding agency, contact phone number, bidding documents, detailed list of bidding documents, and other documents required to be submitted before bid opening (including but not limited to: The original and photocopy of the bid representative's ID card with official seal, tender bond deposit voucher with official seal or cash, official seal, printing box, stationery modification, etc.) shall be familiar and reserved by the bid representative.

  开标后的整理、跟进工作 Sorting out and follow-up work after bid opening

公司信息、文件资料整理归档。 Organize and archive company information and documents. 常用的建立纸质资料夹。 Commonly used to create paper folders. 召开投标总结会议(开标后的1周内)。 Held a bid summary meeting (within 1 week after bid opening).

中标公告公示期满后,办理中标通知书领取、投标保证金退还、中标单位中标服务费缴纳、合同签订等跟进工作。 After the expiry of the bid announcement announcement, follow-up work such as receipt of bid notification, refund of bid deposit, payment of service fee for winning bid, and signing of the contract. 具体办理应与招标机构通。 Specific procedures should be communicated with the bidding agency. 应及时告知陪标公司注意查询投标保证金是否退还,如退还应及时督促陪标公司将公司原先汇入陪标公司的投标保证金退还回来,并告知公司财务查收,同时建立保证金往来档案。 The bidding company shall be promptly notified to check whether the bidding deposit is refunded. If it is returned, it shall promptly urge the bidding company to return the bidding deposit originally remitted by the company to the bidding company, and inform the company of financial check, and establish a deposit transaction file.

对招标文件全面阅读一遍,对不理解的地方进行标注,然后再查看废标条款,要求的资质、技术和条款,限价,先初步预算本次投标总价,如果超出招标预算,立即报告上级和项目负责人。 Read the bidding documents thoroughly, mark the places that you do n’t understand, and then check the terms of the abolition of bids, the required qualifications, technologies and terms, and the price limit. First estimate the total price of the bid. If it exceeds the bidding budget, report it immediately to the superior. And project leader.

评审方式中商务、技术和价格所占的分值 Business, technology and price points in the review

我的经验是先看一下废标情况”——主要是在否决性条款里面. My experience is to first look at the " rejected bid situation " -mainly in the veto clause. 底线是至少不能废标. The bottom line is that at least you can't invalidate the bid. 其次,最重要的一步是技术标评审表。 Second, the most important step is the technical bid review form.

首先是看打分方式,是定性打分还是定量打分。 The first is to look at the scoring method, whether it is qualitative or quantitative.

如果是定性的,那么基本上如果你不是做的实在惨不忍睹到专家门忍无可忍的地步,一般不会废标的。 If it is qualitative, then basically if you are not doing it, you ca n’t bear to see that the expert door is intolerable, and you generally wo n’t invalidate the bid. 这只是一个基本的满足性条件,没有重大性偏差、一般就是你复制粘贴别人的施工方案的、不会连工程名字都没改正的一般都能过的,个人理解也就是个形式而已。 This is just a basic satisfaction condition. There is no major deviation. Generally, you can copy and paste other people's construction plans, and you can pass the project name without correction. Personal understanding is just a form.

做的快了也就几个小时就可以搞一份了,而且时间还主要花在话总平面布置图和施工进度计划上。 You can get a copy in a few hours if you do it quickly, and the time is mainly spent on the general floor plan and construction schedule.

如果是定量的,而且还是每项都打分,靠技术标入围来抽签或是再看商务标的,那你就要认真点了。 If it is quantitative, and you still score every item, draw by technical bidding, or look at business bidding, then you have to be serious.

 


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