Bids and proposals always should be
prepared with utmost care. Contracts
awarded on erroneous offers may result
in serious financial loss or other
difficulty for the bidder.
Before preparing an offer, close study
should be made of the specifications to
be sure that all requirements can be
met. Particular attention should be
given to the instructions to bidders and
to conditions of purchase, delivery and
payment.
When determining the amount of the
offer, the small firm should be
especially careful to include all costs
of material, labor, overhead, packaging,
and transportation. Also, it should be
sure to comply with such important
provisions of the solicitation as
submitting the required number of
copies, mailing the offer in sufficient
time to reach the purchasing office
before the closing date, and properly
tagging, marking, and mailing any
required samples well in advance of the
opening date.
If a firm wants to change or withdraw a
bid, it may send a letter or fax to this
effect to the purchasing office.
However, the notification must reach the
office prior to the time set for the bid
opening.
When preparing a proposal on a
negotiated procurement, the same care
should be taken as with a sealed bid.
However, because the negotiated purchase
procedure is more flexible than the
sealed bid procedure, there is greater
opportunity to seek modification of
specifications, conditions of purchase,
or delivery and payment.
If the contracting officer decides to
negotiate on a firm's proposal, a
complete cost analysis may be required.
Therefore, the firm should be prepared
to support the quotation with facts and
figures.
Some common phrases to avoid using in
the proposal include:
- “The
information provided in the proposal
is intended only for you and is
subject to change.”
- “This
proposal is not intended to be of
contractual nature...”
- “The
proposal is for preliminary uses
only…”
- “Prices
are subject to change.”
- “This
proposal is to expire within X days
of the bid due date unless…”
Checklist of required program
information
- The nature of the product and
how it will be conducted
- The timetable for the project
- The anticipated outcomes and how
best to evaluate the results
- Staffing and volunteer needs,
including deployment of existing staff and new hires
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