The schedules you will see most
| Schedule | What it asks for |
|---|---|
| Tender form | Your formal offer, signed by an authorised person |
| Tenderer details | Legal name, ABN, address, contact, ownership |
| Insurances | Policy types, insurers, amounts and expiry dates |
| Experience and referees | Similar past jobs and people who will vouch for you |
| Key personnel | Who will do the work, their roles and CVs |
| Methodology | How you will deliver the work |
| WHS, quality, environment | Your systems, policies and certifications |
| Pricing | The buyer's price schedule, filled exactly as issued |
| Declarations | Conflicts of interest, compliance and sometimes a statutory declaration |
How to fill them without mistakes
- Use the buyer's form. Do not retype it into your own template unless allowed.
- Answer every field. If something does not apply, write not applicable and why.
- Keep answers consistent across schedules and with your price.
- Sign and date where asked, with the right authority.
- Attach the certificates the schedule asks for.
Save the details once
Most schedules ask for the same company details every time. Keeping them in one place, with expiry dates for insurances and licences, saves hours and avoids out of date answers.
Fill once, reuse everywhere
Tenderer details, insurances, licences, key people and past projects appear in almost every tender. Keep a current master copy of each, with expiry dates, and copy from it into each buyer's form. Update the master after every tender so the next one starts ahead.
Signing schedules properly
- Check who is authorised to sign for the business, such as a director.
- Use the full legal entity name, as on the ABN record.
- Date every signature.
- Get any statutory declaration made the right way for its form.
Questions
What happens if I leave a schedule out?
A missing mandatory schedule can make the response non conforming, and it may be excluded.
Can I attach my own documents instead?
Only where the instructions allow it. Most buyers want their own forms completed so responses can be compared.
What does not applicable mean on a schedule?
It tells the buyer the item does not apply to you. Add a short reason so it is not read as a gap.
Can someone other than a director sign the tender form?
Often yes, if they have authority to bind the business. The tender form may ask for proof of authority.