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Home / Contracts / The technical bid

The technical bid

Track record, similar work, own and subcontracted resources, equipment and personnel.

BiddersBuyers

The technical bid must show that the company can do the work and that it understood what is being asked. It is evaluated before price and, if it does not qualify, the financial envelope is not even opened.

1. Track record and references

  • Company introduction: year founded, legal name, CUIT (tax ID), address, operating bases and workshops.
  • Clients it has already worked with, with a contact name for references.
  • Similar work: a table with client, location, year, scope, amount, duration and whether it was finished on time. Better a few similar ones than many generic ones.
  • Certifications: ISO 9001, 14001, 45001, ASME stamps, API Q1/Q2, provincial and operator registrations.
  • Financial statements or indicators showing the financial capacity to fund the contract.

2. Own and subcontracted resources

The client wants to know who will do each thing. You need to detail:

  • Which tasks are performed with own resources and which through subcontract, with the name of each subcontractor and its experience.
  • Own machinery and equipment assigned to the contract: type, make, model, year, registration or serial number, condition and valid certifications (for example, cranes with their lifting certificate).
  • Equipment to be rented, from whom and with what availability.
  • Facilities: operating base, workshop, warehouse, construction yard, proximity to the site.

3. Personnel

  • How many people will be assigned to the contract, by specialty and by phase (personnel histogram).
  • Under which collective agreement and with which union the personnel are classified, and whether this meets the tender documents' requirements.
  • Contract organization chart: project or service manager, supervisors, HSE and quality leads, with their CVs.
  • Qualified and certified personnel: welders, operators, inspectors.
  • Percentage of local personnel, if there are local content laws.

4. How the work will be done

  • Execution methodology: sequence, resources per task and how critical points are resolved.
  • Work plan or schedule (Gantt chart) that meets the deadlines in the tender documents.
  • Job-specific HSE plan and risk analysis of the main tasks.
  • Quality plan and inspection and test plan (ITP).
  • Logistics: transport of personnel and equipment, lodging, meals.

5. Deviations and exceptions

If the company cannot meet some item in the tender documents or proposes an alternative, it must say so explicitly in a list of deviations. A good practice is to respond with a compliance matrix: each requirement of the tender documents, "complies / does not comply / alternative" and where it is in the bid. Buried in the text, an exception is useless and can disqualify the bid.

Most common mistakesSending the corporate brochure instead of answering what the tender documents ask; track record that does not resemble the work; not saying what is subcontracted; listing equipment that is not owned; not clarifying the personnel's collective agreement; presenting the schedule with no link to resources.

General guide based on common industry practice; it does not replace legal, tax or accounting advice for each case.