If you’ve never submitted a tender before, the process can seem overwhelming. There are strict rules to follow, plenty of paperwork, and even a small mistake can result in your tender being disqualified before it’s even evaluated.
The good news is that once you understand the process, tendering becomes far less intimidating. Here’s a simple overview of the typical steps involved when tendering in South Africa.
Expert Tip from HowToTender
The businesses that win the most tenders are rarely the ones that prepare the quickest submissions—they’re the ones that prepare the best.
Develop standard templates, keep your compliance documents updated throughout the year and create internal checklists for every tender submission. By treating tendering as an ongoing business process rather than a last-minute task, you’ll reduce errors, save valuable time and significantly improve the quality of your submissions.
Step 1: Make Sure Your Business Is Tender Ready
Before you even start looking for tenders, your business should have all the required compliance documents in place. Most government departments and many private companies will ask for these as part of your submission.
In most cases, you’ll need:
- Your CIPC company registration documents.
- A valid SARS Tax Compliance Status (TCS) PIN.
- Registration on the Central Supplier Database (CSD) with an active supplier number.
- A valid B-BBEE Certificate or Sworn Affidavit.
- Bank confirmation or stamped bank account letter.
- Any industry-specific registrations that apply to your business, such as CIDB for construction companies or PSIRA for security service providers.
Having these documents ready before a tender is advertised will save valuable time and help you avoid unnecessary stress.
Checklist
Before you submit your tender, make sure you can tick every
box below:
- Is your business registered and tender-ready?
- Is your Tax Compliance Status valid?
- Is your CSD registration active and up to date?
- Do you have a valid B-BBEE Certificate or Sworn
Affidavit (where applicable)? - Have you read the entire tender document?
- Did you attend the compulsory briefing session
(if applicable)? - Have all the required forms been completed?
- Have all compulsory supporting documents been
attached? - Have all declarations been signed?
- Have you checked your pricing calculations?
- Have you packaged the tender exactly as
instructed? - Will your tender arrive before the closing time?
Taking a few minutes to complete this checklist can prevent costly mistakes that could result in your tender being rejected.
Step 2: Find Suitable Tender Opportunities
The next step is identifying tenders that match the products or services your business provides.
While you can search through numerous government websites and newspapers, many businesses prefer using a tender notification service such as SA-Tenders.co.za. Instead of spending hours searching multiple sources every day, relevant tender opportunities are delivered directly to your inbox, making the process much quicker and more efficient.
Once you find a suitable opportunity, download the tender documents and read them carefully before deciding whether to bid.
Step 3: How to Decide Whether a Tender Is Worth Bidding For
Not every tender is worth pursuing. Preparing a quality tender takes time and resources, so it’s important to assess each opportunity before deciding to bid.
Ask yourself the following questions:
- Does the tender match the products or services your business provides?
- Do you meet all the mandatory eligibility requirements?
- Do you have the experience and capacity to complete the project successfully?
- Can you meet the delivery deadlines?
- Can you price the work competitively while still making a reasonable profit?
- Do you have all the required compliance documents?
- Are there any mandatory professional registrations you don’t currently have?
If the answer to several of these questions is “No”, it may be better to focus your efforts on opportunities that are a better fit for your business.
Successful businesses don’t bid for every tender—they bid for the right tenders.
Step 4: Attend the Briefing Session (If Required)
Many tenders include a compulsory briefing session. If attendance is compulsory and you don’t attend, your tender will normally be disqualified regardless of how good your proposal is.
The tender documents will specify the date, time and venue. Make sure you arrive on time and sign the attendance register.
Step 5: Complete the Tender Documents Correctly
This is where many businesses make costly mistakes.
Before submitting your tender, carefully review every page of the tender document. Many businesses focus only on the pricing schedule and overlook important instructions contained elsewhere in the document.
Create your own compliance checklist and mark off every required document as you complete your submission. Having a second person review your tender before submission can also help identify missing signatures, incomplete forms or calculation errors.
Remember that evaluators can only assess the information you provide. If you leave out a required document or fail to answer a question, they generally cannot assume or request the missing information.
Every tender document contains specific instructions that must be followed. Complete every required form, including all applicable Standard Bidding Documents (SBD forms), and attach every supporting document requested.
Never assume that information is optional. If a document is requested, include it. Missing documents or incomplete forms remain one of the biggest reasons why tender submissions are rejected.
Step 6: Submit Your Tender Before the Closing Time
Once everything has been completed and checked, submit your tender exactly as instructed.
Pay close attention to the submission requirements. Most physical tenders must be placed in a sealed envelope displaying the correct tender number and deposited in the correct tender box before the closing date and time. If the tender requires physical submission, plan your journey well in advance and allow extra time for traffic, security procedures and locating the correct tender box.
If the tender is submitted electronically, don’t wait until the final hour. Internet problems, slow uploads or technical issues can prevent your submission from being received before the deadline.
Late submissions are generally not accepted, regardless of the reason.
Common Mistakes to Avoid During the Tender Process
Even experienced businesses make mistakes that reduce their chances of success.
Some of the most common include:
Before Finding a Tender
- Not keeping compliance documents up to date.
- Failing to register on the CSD.
- Waiting until a tender is advertised before becoming tender-ready.
While Reviewing the Tender
- Not reading the full tender document.
- Missing compulsory briefing sessions.
- Misunderstanding the evaluation criteria.
While Completing the Tender
- Leaving forms incomplete.
- Forgetting signatures.
- Attaching outdated documents.
- Using expired B-BBEE certificates.
- Making pricing calculation errors.
Before Submission
- Forgetting supporting documents.
- Packaging the tender incorrectly.
- Delivering the tender after the closing time.
Many tender rejections occur because of avoidable administrative errors rather than poor pricing or technical capability.
What Happens After You Submit Your Tender?
After the tender closes, all submissions are evaluated according to the criteria set out in the tender document.
Depending on the type and value of the tender, bids are often evaluated using either the 80/20 or 90/10 preference points system, where price and B-BBEE status both play an important role. The organisation will then notify the successful bidder and publish the award once the evaluation process has been completed.
Give Yourself the Best Chance of Success
Submitting a successful tender involves far more than completing forms. It requires careful planning, attention to detail, accurate pricing, compliance with every instruction and a clear understanding of how tenders are evaluated.
By preparing your business in advance, selecting the right opportunities and following a structured tender process, you’ll greatly improve your chances of submitting compliant, competitive tender responses.
Whether you’re new to tendering or looking to increase your success rate, investing time in understanding the tender process is one of the best investments you can make for your business.