Past projects and referees in tenders

By the Visionex Solutions bid teamLast reviewed 03/11/20265 minute read
The short answerChoose past projects that match the buyer's scope, size and type of client. Describe each with the client, location, scope, value, dates, your role and the result. Ask referees for permission first, brief them on the tender, and make sure their contact details are current.

How to describe a past project

FieldExample
ClientA metropolitan council
ScopeGrounds maintenance of 120 parks
Value and term$1.2M a year, 2021 to 2024
Your roleHead contractor, 14 staff
ResultContract extended for two years

Example, made up.

Prepare your referees

  • Ask permission before naming anyone.
  • Tell them which tender and what the buyer cares about.
  • Check their phone number and email.
  • Use referees who saw your work directly.

Choosing the right projects

Match onWhy
Type of workShows you have done the same thing
Size and valueShows you can handle the scale
Type of clientShows you know their rules
RecencyRecent work is more convincing
LocationShows local knowledge

How to choose which projects to show

  • Similar scope. Pick work that matches the services in this tender.
  • Similar scale. Value, duration and crew size close to what the buyer needs.
  • Recent. Buyers often ask for work in the last three to five years. Check the wording.
  • Similar client. Council work for a council tender, government for government.
  • A willing referee. If no one will vouch for the job, leave it out.

Preparing your referees

Call each referee before you name them. Tell them the tender, the buyer and which project you listed. Ask if they are happy to be contacted, and confirm their current phone number and email. A referee who does not remember the job, or does not answer, can cost you marks.

Questions

How many past projects should I include?

The number the buyer asks for. If none is set, three strong, relevant projects usually beat many weak ones.

What if I have no similar projects?

Show the closest relevant work and explain how it transfers, or consider partnering with a business that has the experience.

Can I list a project I did as a subcontractor?

Yes, if you say so clearly and describe your part of the work.

Can I use projects done as a subcontractor?

Usually yes, if you say plainly what your business delivered and who the head contractor was. Do not describe the whole project as your own.

Sources

Written by the bid team at Visionex Solutions, Melbourne tender consultants and the makers of BidPal. General information only, not legal advice.